Who owns SCHJ
Which tracked institutional funds hold SCHJ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SCHJ company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
17 tracked funds added or opened SCHJ while 17 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SCHJ’s largest tracked holder by dollar value, Hamrick Investment Counsel, llc, sizes it at 10.2% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 10.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SCHJ divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 126 tracked filers holding SCHJ, 71 increased or opened the position and 47 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SCHJ between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- Waverly Advisors, LLC$5M
- FF Advisors,LLC$3M
- Rossby Financial, LCC$2M
Full exits 3
- PURE PORTFOLIOS HOLDINGS LLC$4M
- CITADEL ADVISORS LLC$1M
- ORSER CAPITAL MANAGEMENT, LLC$795K
Largest adds
- JANE STREET GROUP, LLC$4M
- Sightline Wealth Advisors, LLC$3M
- Yanni & Associates Investment Advisors, LLC$2M
- Hamrick Investment Counsel, llc$2M
- HARTLINE INVESTMENT CORP/$1M
- Compass Financial Group, INC/SD$1M
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4M
- Summit Financial, LLC$3M
- Modera Wealth Management, LLC$1M
- Clearwater Capital Advisors, LLC$1M
- Cambridge Investment Research Advisors, Inc.$1M
- Foundations Investment Advisors, LLC$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Hamrick Investment Counsel, llc added | 742,523 | $18M | 7.4% | 2026-Q1 |
| HARTLINE INVESTMENT CORP/ added | 640,325 | $16M | 6.4% | 2026-Q1 |
| White Wing Wealth Management added | 466,818 | $12M | 4.7% | 2026-Q1 |
| Columbus Macro, LLC trimmed | 411,963 | $10M | 4.1% | 2026-Q1 |
| Cetera Investment Advisers added | 388,794 | $10M | 3.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 386,207 | $10M | 3.9% | 2026-Q1 |
| Sightline Wealth Advisors, LLC added | 373,536 | $9M | 3.7% | 2026-Q1 |
| Cape Investment Advisory, Inc. added | 340,246 | $8M | 3.4% | 2026-Q1 |
| SlateStone Wealth, LLC trimmed | 319,788 | $8M | 3.2% | 2026-Q1 |
| Meridian Wealth Management, LLC trimmed | 293,635 | $7M | 2.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 287,702 | $7M | 2.9% | 2026-Q1 |
| Compass Financial Group, INC/SD added | 215,750 | $5M | 2.2% | 2026-Q1 |
| VAN STRUM & TOWNE INC. added | 212,550 | $5M | 2.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 195,302 | $5M | 2.0% | 2026-Q1 |
| Waverly Advisors, LLC new | 188,438 | $5M | 1.9% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 177,494 | $4M | 1.8% | 2026-Q1 |
| Modera Wealth Management, LLC trimmed | 167,321 | $4M | 1.7% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 160,872 | $4M | 1.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 160,822 | $4M | 1.6% | 2026-Q1 |
| Yanni & Associates Investment Advisors, LLC added | 143,400 | $4M | 1.4% | 2026-Q1 |
| FF Advisors,LLC new | 139,195 | $3M | 1.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 124,597 | $3M | 1.2% | 2026-Q1 |
| MFG WEALTH MANAGEMENT, INC. added | 120,914 | $3M | 1.2% | 2026-Q1 |
| White & Co Financial Planning Inc added | 120,518 | $3M | 1.2% | 2026-Q1 |
| Summit Financial, LLC trimmed | 115,048 | $3M | 1.1% | 2026-Q1 |
| Mariner, LLC added | 88,776 | $2M | 0.9% | 2026-Q1 |
| Brand Asset Management Group, Inc. trimmed | 83,313 | $2M | 0.8% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 81,240 | $2M | 0.8% | 2026-Q1 |
| Rosenberg Matthew Hamilton trimmed | 79,121 | $2M | 0.8% | 2026-Q1 |
| Victrix Investment Advisors added | 78,322 | $2M | 0.8% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 77,546 | $2M | 0.8% | 2026-Q1 |
| Creative Planning added | 77,216 | $2M | 0.8% | 2026-Q1 |
| First Financial Group Corp added | 73,010 | $2M | 0.7% | 2026-Q1 |
| Essex LLC trimmed | 71,571 | $2M | 0.7% | 2026-Q1 |
| Altiora Financial Group, LLC | 69,420 | $2M | 0.7% | 2026-Q1 |
| Rossby Financial, LCC new | 63,050 | $2M | 0.6% | 2026-Q1 |
| MONEYWISE, INC. added | 61,181 | $2M | 0.6% | 2026-Q1 |
| Valmark Advisers, Inc. added | 56,583 | $1M | 0.6% | 2026-Q1 |
| Mutual Advisors, LLC added | 56,341 | $1M | 0.6% | 2026-Q1 |
| LPL Financial LLC added | 56,171 | $1M | 0.6% | 2026-Q1 |
| Cannon Financial Strategists, Inc. added | 54,958 | $1M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 53,419 | $1M | 0.5% | 2026-Q1 |
| Monetary Solutions, Ltd added | 51,586 | $1M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 47,313 | $1M | 0.5% | 2026-Q1 |
| Calamos Advisors LLC trimmed | 43,588 | $1M | 0.4% | 2026-Q1 |
| Coordinated Financial Services, Inc. added | 36,893 | $912K | 0.4% | 2026-Q1 |
| CAHILL FINANCIAL ADVISORS INC trimmed | 35,478 | $877K | 0.4% | 2026-Q1 |
| Cerity Partners LLC added | 34,466 | $852K | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 34,177 | $842K | 0.3% | 2026-Q1 |
| Seek First Inc. added | 33,733 | $834K | 0.3% | 2026-Q1 |
| Compound Planning, Inc. added | 29,097 | $719K | 0.3% | 2026-Q1 |
| Clearwater Capital Advisors, LLC trimmed | 27,800 | $687K | 0.3% | 2026-Q1 |
| Napier Financial, LLC added | 27,525 | $681K | 0.3% | 2026-Q1 |
| GILPIN WEALTH MANAGEMENT, LLC added | 27,200 | $673K | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 24,789 | $613K | 0.2% | 2026-Q1 |
| Ascentis Independent Advisors added | 24,279 | $600K | 0.2% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 24,036 | $594K | 0.2% | 2026-Q1 |
| Roundview Capital LLC trimmed | 23,676 | $585K | 0.2% | 2026-Q1 |
| Wedmont Private Capital added | 23,674 | $585K | 0.2% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 3,635 | $530K | 0.2% | 2026-Q1 |
| Fortis Group Advisors, LLC | 20,980 | $519K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 20,854 | $516K | 0.2% | 2026-Q1 |
| Charles Schwab Trust Co added | 20,651 | $511K | 0.2% | 2026-Q1 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA added | 19,971 | $494K | 0.2% | 2026-Q1 |
| Christensen, King & Associates Investment Services, Inc. added | 19,349 | $478K | 0.2% | 2026-Q1 |
| RCS Financial Planning, LLC added | 19,241 | $476K | 0.2% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 18,888 | $467K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 18,607 | $460K | 0.2% | 2026-Q1 |
| CLIENT 1ST ADVISORY GROUP, LLC | 17,380 | $430K | 0.2% | 2026-Q1 |
| Steele Capital Management, Inc. new | 17,264 | $427K | 0.2% | 2026-Q1 |
| BENNETT SELBY INVESTMENTS LP added | 16,253 | $402K | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 16,097 | $398K | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC added | 15,293 | $378K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 14,558 | $360K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 14,159 | $350K | 0.1% | 2026-Q1 |
| Lodestone Wealth Management LLC | 13,870 | $343K | 0.1% | 2026-Q1 |
| D.B. Root & Company, LLC added | 13,669 | $338K | 0.1% | 2026-Q1 |
| FDx Advisors, Inc. added | 13,092 | $324K | 0.1% | 2026-Q1 |
| Savvy Advisors, Inc. added | 12,539 | $310K | 0.1% | 2026-Q1 |
| AlphaStar Capital Management, LLC added | 192,974 | $5M | 1.9% | 2025-Q2 stale |
| PURE PORTFOLIOS HOLDINGS LLC added | 160,487 | $4M | 1.6% | 2025-Q4 stale |
| Visionary Wealth Advisors trimmed | 116,218 | $3M | 1.2% | 2025-Q1 stale |
| HM PAYSON & CO trimmed | 108,253 | $3M | 1.1% | 2025-Q2 stale |
| Jackson Creek Investment Advisors LLC trimmed | 83,194 | $2M | 0.8% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC added | 53,843 | $1M | 0.5% | 2025-Q2 stale |
| CITADEL ADVISORS LLC trimmed | 42,073 | $1M | 0.4% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 33,239 | $819K | 0.3% | 2025-Q1 stale |
| ORSER CAPITAL MANAGEMENT, LLC new | 31,930 | $795K | 0.3% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 23,658 | $587K | 0.2% | 2025-Q2 stale |
| Stonekeep Investments, LLC added | 22,778 | $568K | 0.2% | 2025-Q3 stale |
| Coordinated Financial Services, Inc./CO added | 23,038 | $568K | 0.2% | 2025-Q1 stale |
| Kingsview Wealth Management, LLC added | 19,682 | $488K | 0.2% | 2025-Q2 stale |
| OLD MISSION CAPITAL LLC trimmed | 19,583 | $486K | 0.2% | 2025-Q2 stale |
| CacheTech Inc. new | 18,340 | $457K | 0.2% | 2025-Q4 stale |
| Level Financial Advisors trimmed | 17,685 | $441K | 0.2% | 2025-Q3 stale |
| BERKSHIRE ASSET MANAGEMENT LLC/PA trimmed | 17,641 | $440K | 0.2% | 2025-Q3 stale |
| Capasso Planning Partners LLC trimmed | 16,226 | $403K | 0.2% | 2025-Q2 stale |
| Perigon Wealth Management, LLC added | 14,451 | $359K | 0.1% | 2025-Q2 stale |
| Signal Advisors Wealth, LLC new | 12,384 | $307K | 0.1% | 2025-Q2 stale |
| TOWNSQUARE CAPITAL LLC new | 12,422 | $306K | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.