Who owns SCHL (SCHL)
Which tracked institutional funds hold SCHL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SCHL company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
64 tracked funds added or opened SCHL while 29 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
SCHL’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SCHL more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SCHL 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 207 tracked filers holding SCHL, 122 increased or opened the position and 87 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 SCHL 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 17
- VANGUARD CAPITAL MANAGEMENT LLC$33M
- VANGUARD PORTFOLIO MANAGEMENT LLC$21M
- VANGUARD FIDUCIARY TRUST CO$6M
- Tidal Investments LLC$4M
- Trexquant Investment LP$3M
- FRANKLIN RESOURCES INC$2M
Full exits 15
- VANGUARD GROUP INC$41M
- CastleKnight Management LP$6M
- Verition Fund Management LLC$5M
- MARK ASSET MANAGEMENT LP$3M
- Azarias Capital Management, L.P.$2M
- Brandywine Global Investment Management, LLC$2M
Largest adds
- BlackRock, Inc.$33M
- DIMENSIONAL FUND ADVISORS LP$16M
- Allianz Asset Management GmbH$10M
- AMERICAN CENTURY COMPANIES INC$10M
- Invesco Ltd.$9M
- GEODE CAPITAL MANAGEMENT, LLC$9M
Largest trims
- J. Goldman & Co LP$19M
- Ananym Capital Management, LP$18M
- THOMPSON SIEGEL & WALMSLEY LLC$6M
- ALLIANCEBERNSTEIN L.P.$5M
- D. E. Shaw & Co., Inc.$3M
- EVR Research LP$2M
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 3,404,180 | $133M | 17.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,734,301 | $68M | 8.7% | 2026-Q1 |
| STATE STREET CORP trimmed | 866,934 | $34M | 4.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 849,259 | $33M | 4.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 796,014 | $31M | 4.0% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 962,454 | $29M | 3.6% | 2026-Q1 |
| Bragg Financial Advisors, Inc added | 672,551 | $26M | 3.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 619,677 | $24M | 3.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 575,636 | $22M | 2.9% | 2026-Q1 |
| Allianz Asset Management GmbH added | 574,381 | $22M | 2.9% | 2026-Q1 |
| Invesco Ltd. added | 563,403 | $22M | 2.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 526,133 | $21M | 2.6% | 2026-Q1 |
| Ananym Capital Management, LP trimmed | 467,203 | $18M | 2.3% | 2026-Q1 |
| MORGAN STANLEY added | 461,245 | $18M | 2.3% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 332,788 | $13M | 1.7% | 2026-Q1 |
| BRANDES INVESTMENT PARTNERS, LP added | 291,888 | $11M | 1.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 291,614 | $11M | 1.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 266,082 | $10M | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP added | 222,061 | $9M | 1.1% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 205,936 | $8M | 1.0% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 199,957 | $8M | 1.0% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 174,539 | $7M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 157,904 | $6M | 0.8% | 2026-Q1 |
| UBS Group AG added | 144,416 | $6M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 143,781 | $6M | 0.7% | 2026-Q1 |
| Empowered Funds, LLC added | 139,779 | $5M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 127,518 | $5M | 0.6% | 2026-Q1 |
| J. Goldman & Co LP trimmed | 118,706 | $5M | 0.6% | 2026-Q1 |
| BESSEMER GROUP INC | 112,516 | $4M | 0.6% | 2026-Q1 |
| EVR Research LP trimmed | 110,000 | $4M | 0.5% | 2026-Q1 |
| Tidal Investments LLC new | 96,449 | $4M | 0.5% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 90,861 | $4M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 89,085 | $3M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 82,674 | $3M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 81,857 | $3M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 77,080 | $3M | 0.4% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 74,008 | $3M | 0.4% | 2026-Q1 |
| Nuveen, LLC added | 70,312 | $3M | 0.4% | 2026-Q1 |
| Trexquant Investment LP trimmed | 65,864 | $3M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 62,872 | $2M | 0.3% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. | 62,131 | $2M | 0.3% | 2026-Q1 |
| Campbell & CO Investment Adviser LLC added | 59,682 | $2M | 0.3% | 2026-Q1 |
| FMR LLC added | 56,904 | $2M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 54,956 | $2M | 0.3% | 2026-Q1 |
| Legal & General Group Plc trimmed | 53,765 | $2M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 46,878 | $2M | 0.2% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 45,784 | $2M | 0.2% | 2026-Q1 |
| Creative Planning added | 45,298 | $2M | 0.2% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 44,837 | $2M | 0.2% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 44,078 | $2M | 0.2% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 43,963 | $2M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 41,450 | $2M | 0.2% | 2026-Q1 |
| Swiss National Bank | 40,700 | $2M | 0.2% | 2026-Q1 |
| CAXTON ASSOCIATES LLP added | 40,079 | $2M | 0.2% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 34,930 | $1M | 0.2% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC new | 34,619 | $1M | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 33,915 | $1M | 0.2% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 32,021 | $1M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 30,414 | $1M | 0.2% | 2026-Q1 |
| ARISTEIA CAPITAL, L.L.C. new | 30,000 | $1M | 0.1% | 2026-Q1 |
| OMERS ADMINISTRATION Corp added | 29,800 | $1M | 0.1% | 2026-Q1 |
| Engineers Gate Manager LP added | 28,361 | $1M | 0.1% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 27,791 | $1M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 26,471 | $1M | 0.1% | 2026-Q1 |
| THOMPSON SIEGEL & WALMSLEY LLC trimmed | 24,427 | $954K | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 24,345 | $951K | 0.1% | 2026-Q1 |
| Sagefield Capital LP new | 23,859 | $932K | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 23,674 | $925K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 23,205 | $906K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 23,186 | $906K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 23,186 | $906K | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 23,107 | $903K | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 22,699 | $887K | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 21,746 | $850K | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 21,565 | $842K | 0.1% | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC added | 19,879 | $776K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 19,729 | $771K | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 19,689 | $769K | 0.1% | 2026-Q1 |
| CWM, LLC added | 18,935 | $740K | 0.1% | 2026-Q1 |
| Vident Advisory, LLC trimmed | 17,000 | $664K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 1,384,359 | $41M | 5.2% | 2025-Q4 stale |
| CastleKnight Management LP | 203,300 | $6M | 0.8% | 2025-Q4 stale |
| Verition Fund Management LLC trimmed | 183,262 | $5M | 0.7% | 2025-Q4 stale |
| CANNELL CAPITAL LLC new | 154,463 | $4M | 0.5% | 2025-Q3 stale |
| MARK ASSET MANAGEMENT LP added | 112,891 | $3M | 0.4% | 2025-Q4 stale |
| NORGES BANK trimmed | 84,478 | $3M | 0.3% | 2025-Q3 stale |
| ExodusPoint Capital Management, LP trimmed | 108,344 | $2M | 0.3% | 2025-Q1 stale |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 72,676 | $2M | 0.3% | 2025-Q3 stale |
| Azarias Capital Management, L.P. trimmed | 61,522 | $2M | 0.2% | 2025-Q4 stale |
| Brandywine Global Investment Management, LLC trimmed | 59,300 | $2M | 0.2% | 2025-Q4 stale |
| JGP Global Gestao de Recursos Ltda. new | 35,245 | $1M | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP trimmed | 48,597 | $1M | 0.1% | 2025-Q2 stale |
| ADW Capital Management, LLC new | 34,000 | $1M | 0.1% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 35,300 | $967K | 0.1% | 2025-Q3 stale |
| WINTON GROUP Ltd added | 49,176 | $928K | 0.1% | 2025-Q1 stale |
| BOOTHBAY FUND MANAGEMENT, LLC added | 31,920 | $874K | 0.1% | 2025-Q3 stale |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 44,684 | $844K | 0.1% | 2025-Q1 stale |
| Peapod Lane Capital LLC added | 27,344 | $810K | 0.1% | 2025-Q4 stale |
| Quadrature Capital Ltd new | 27,247 | $807K | 0.1% | 2025-Q4 stale |
| Connor, Clark & Lunn Investment Management Ltd. added | 24,597 | $673K | 0.1% | 2025-Q3 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.