Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

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.

207
Institutional holders
18,876,397
Shares held (tracked funds)
60.0%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added3,404,180$133M17.0%2026-Q1
DIMENSIONAL FUND ADVISORS LP added1,734,301$68M8.7%2026-Q1
STATE STREET CORP trimmed866,934$34M4.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new849,259$33M4.2%2026-Q1
AMERICAN CENTURY COMPANIES INC added796,014$31M4.0%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed962,454$29M3.6%2026-Q1
Bragg Financial Advisors, Inc added672,551$26M3.4%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added619,677$24M3.1%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed575,636$22M2.9%2026-Q1
Allianz Asset Management GmbH added574,381$22M2.9%2026-Q1
Invesco Ltd. added563,403$22M2.8%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new526,133$21M2.6%2026-Q1
Ananym Capital Management, LP trimmed467,203$18M2.3%2026-Q1
MORGAN STANLEY added461,245$18M2.3%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC added332,788$13M1.7%2026-Q1
BRANDES INVESTMENT PARTNERS, LP added291,888$11M1.5%2026-Q1
AQR CAPITAL MANAGEMENT LLC added291,614$11M1.5%2026-Q1
Bank of New York Mellon Corp added266,082$10M1.3%2026-Q1
NORTHERN TRUST CORP added222,061$9M1.1%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC added205,936$8M1.0%2026-Q1
MILLENNIUM MANAGEMENT LLC added199,957$8M1.0%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added174,539$7M0.9%2026-Q1
GOLDMAN SACHS GROUP INC trimmed157,904$6M0.8%2026-Q1
UBS Group AG added144,416$6M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new143,781$6M0.7%2026-Q1
Empowered Funds, LLC added139,779$5M0.7%2026-Q1
JPMORGAN CHASE & CO trimmed127,518$5M0.6%2026-Q1
J. Goldman & Co LP trimmed118,706$5M0.6%2026-Q1
BESSEMER GROUP INC112,516$4M0.6%2026-Q1
EVR Research LP trimmed110,000$4M0.5%2026-Q1
Tidal Investments LLC new96,449$4M0.5%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD added90,861$4M0.5%2026-Q1
AMERIPRISE FINANCIAL INC trimmed89,085$3M0.4%2026-Q1
JANE STREET GROUP, LLC added82,674$3M0.4%2026-Q1
Public Sector Pension Investment Board added81,857$3M0.4%2026-Q1
CITADEL ADVISORS LLC added77,080$3M0.4%2026-Q1
RHUMBLINE ADVISERS trimmed74,008$3M0.4%2026-Q1
Nuveen, LLC added70,312$3M0.4%2026-Q1
Trexquant Investment LP trimmed65,864$3M0.3%2026-Q1
FRANKLIN RESOURCES INC trimmed62,872$2M0.3%2026-Q1
Robeco Institutional Asset Management B.V.62,131$2M0.3%2026-Q1
Campbell & CO Investment Adviser LLC added59,682$2M0.3%2026-Q1
FMR LLC added56,904$2M0.3%2026-Q1
OSAIC HOLDINGS, INC. added54,956$2M0.3%2026-Q1
Legal & General Group Plc trimmed53,765$2M0.3%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added46,878$2M0.2%2026-Q1
LSV ASSET MANAGEMENT trimmed45,784$2M0.2%2026-Q1
Creative Planning added45,298$2M0.2%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added44,837$2M0.2%2026-Q1
ACADIAN ASSET MANAGEMENT LLC added44,078$2M0.2%2026-Q1
IEQ CAPITAL, LLC added43,963$2M0.2%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed41,450$2M0.2%2026-Q1
Swiss National Bank40,700$2M0.2%2026-Q1
CAXTON ASSOCIATES LLP added40,079$2M0.2%2026-Q1
NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed34,930$1M0.2%2026-Q1
SEGALL BRYANT & HAMILL, LLC new34,619$1M0.2%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed33,915$1M0.2%2026-Q1
ZACKS INVESTMENT MANAGEMENT trimmed32,021$1M0.2%2026-Q1
Point72 Asset Management, L.P. added30,414$1M0.2%2026-Q1
ARISTEIA CAPITAL, L.L.C. new30,000$1M0.1%2026-Q1
OMERS ADMINISTRATION Corp added29,800$1M0.1%2026-Q1
Engineers Gate Manager LP added28,361$1M0.1%2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXAS trimmed27,791$1M0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added26,471$1M0.1%2026-Q1
THOMPSON SIEGEL & WALMSLEY LLC trimmed24,427$954K0.1%2026-Q1
PRUDENTIAL FINANCIAL INC added24,345$951K0.1%2026-Q1
Sagefield Capital LP new23,859$932K0.1%2026-Q1
Russell Investments Group, Ltd. trimmed23,674$925K0.1%2026-Q1
DEUTSCHE BANK AG\ added23,205$906K0.1%2026-Q1
Quantinno Capital Management LP added23,186$906K0.1%2026-Q1
Vanguard Global Advisers, LLC new23,186$906K0.1%2026-Q1
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed23,107$903K0.1%2026-Q1
Qube Research & Technologies Ltd trimmed22,699$887K0.1%2026-Q1
CANADA LIFE ASSURANCE Co added21,746$850K0.1%2026-Q1
D. E. Shaw & Co., Inc. trimmed21,565$842K0.1%2026-Q1
NISA INVESTMENT ADVISORS, LLC added19,879$776K0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed19,729$771K0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed19,689$769K0.1%2026-Q1
CWM, LLC added18,935$740K0.1%2026-Q1
Vident Advisory, LLC trimmed17,000$664K0.1%2026-Q1
VANGUARD GROUP INC trimmed1,384,359$41M5.2%2025-Q4 stale
CastleKnight Management LP203,300$6M0.8%2025-Q4 stale
Verition Fund Management LLC trimmed183,262$5M0.7%2025-Q4 stale
CANNELL CAPITAL LLC new154,463$4M0.5%2025-Q3 stale
MARK ASSET MANAGEMENT LP added112,891$3M0.4%2025-Q4 stale
NORGES BANK trimmed84,478$3M0.3%2025-Q3 stale
ExodusPoint Capital Management, LP trimmed108,344$2M0.3%2025-Q1 stale
PRELUDE CAPITAL MANAGEMENT, LLC added72,676$2M0.3%2025-Q3 stale
Azarias Capital Management, L.P. trimmed61,522$2M0.2%2025-Q4 stale
Brandywine Global Investment Management, LLC trimmed59,300$2M0.2%2025-Q4 stale
JGP Global Gestao de Recursos Ltda. new35,245$1M0.1%2025-Q4 stale
HRT FINANCIAL LP trimmed48,597$1M0.1%2025-Q2 stale
ADW Capital Management, LLC new34,000$1M0.1%2025-Q4 stale
RENAISSANCE TECHNOLOGIES LLC added35,300$967K0.1%2025-Q3 stale
WINTON GROUP Ltd added49,176$928K0.1%2025-Q1 stale
BOOTHBAY FUND MANAGEMENT, LLC added31,920$874K0.1%2025-Q3 stale
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed44,684$844K0.1%2025-Q1 stale
Peapod Lane Capital LLC added27,344$810K0.1%2025-Q4 stale
Quadrature Capital Ltd new27,247$807K0.1%2025-Q4 stale
Connor, Clark & Lunn Investment Management Ltd. added24,597$673K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership