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Institutional Ownership · SEC Form 13F

Who owns SCHO (SCHO)


Which tracked institutional funds hold SCHO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SCHO 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.

688
Institutional holders
320,079,869
Shares held (tracked funds)

How the tape is positioned

157 tracked funds added or opened SCHO while 114 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

SCHO’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 1.2% of theirs — a 1.0pp gap the other way — the median holder sizes SCHO more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in SCHO 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 688 tracked filers holding SCHO, 368 increased or opened the position and 306 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 SCHO 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 26

  • Blackhawk Capital Partners, LLC$30M
  • Kestra Investment Management, LLC$29M
  • ALLIANCEBERNSTEIN L.P.$16M
  • CHOREO, LLC$13M
  • TRB Wealth Management, LLC$12M
  • Members Advisory Group LLC$10M

Full exits 23

  • BALLAST ADVISORS LLC$16M
  • PURE PORTFOLIOS HOLDINGS LLC$14M
  • Phil A. Younker & Associates, Ltd.$10M
  • FLOW TRADERS U.S. LLC$7M
  • MERITAGE PORTFOLIO MANAGEMENT$5M
  • Integrated Advisors Network LLC$4M

Largest adds

  • JPMORGAN CHASE & CO$79M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$18M
  • UBS Group AG$17M
  • Waverly Advisors, LLC$16M
  • LPL Financial LLC$14M
  • AE Wealth Management LLC$14M

Largest trims

  • BANK OF AMERICA CORP /DE/$298M
  • Valpey Financial Services, LLC$210M
  • AMERIPRISE FINANCIAL INC$102M
  • SEI INVESTMENTS CO$47M
  • SCS Capital Management LLC$34M
  • Wealthfront Advisers LLC$27M

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
BANK OF AMERICA CORP /DE/ trimmed110,717,308$2.7B38.3%2026-Q1
JPMORGAN CHASE & CO added24,469,334$593M8.5%2026-Q1
SEI INVESTMENTS CO trimmed16,741,000$406M5.8%2026-Q1
AMERIPRISE FINANCIAL INC trimmed15,446,985$363M5.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added7,671,554$186M2.7%2026-Q1
STIFEL FINANCIAL CORP added6,358,904$154M2.2%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added4,104,187$100M1.4%2026-Q1
Moisand Fitzgerald Tamayo, LLC added3,920,931$95M1.4%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added3,409,345$83M1.2%2026-Q1
STATE STREET CORP3,100,000$75M1.1%2026-Q1
Wealthfront Advisers LLC trimmed2,978,594$72M1.0%2026-Q1
MCF Advisors LLC added2,755,371$67M1.0%2026-Q1
Bangor Savings Bank added2,576,647$63M0.9%2026-Q1
LPL Financial LLC added2,324,640$56M0.8%2026-Q1
WELLS FARGO & COMPANY/MN added2,304,449$56M0.8%2026-Q1
FIDUCIARY FINANCIAL GROUP, LLC added2,176,741$53M0.8%2026-Q1
LVW Advisors, LLC added2,112,985$51M0.7%2026-Q1
Merit Financial Group, LLC added2,057,653$50M0.7%2026-Q1
TruNorth Capital Management, LLC added1,964,291$48M0.7%2026-Q1
MORGAN STANLEY added1,888,069$46M0.7%2026-Q1
Midwest Trust Co added1,846,314$45M0.6%2026-Q1
UBS Group AG added1,821,170$44M0.6%2026-Q1
FLC Capital Advisors added1,718,824$42M0.6%2026-Q1
Cerity Partners LLC trimmed1,692,832$41M0.6%2026-Q1
High Probability Advisors, LLC added1,682,861$41M0.6%2026-Q1
Morningstar Investment Management LLC trimmed1,613,491$39M0.6%2026-Q1
STEPHENS GROUP ASSET MANAGEMENT, LLC trimmed1,544,533$37M0.5%2026-Q1
Waverly Advisors, LLC added1,521,242$37M0.5%2026-Q1
DAVENPORT & Co LLC trimmed1,493,451$36M0.5%2026-Q1
Willis Johnson & Associates, Inc. added1,457,711$35M0.5%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed1,400,381$34M0.5%2026-Q1
ACCESS FINANCIAL SERVICES, INC. added1,383,795$34M0.5%2026-Q1
MAI Capital Management added1,365,589$33M0.5%2026-Q1
LEAVELL INVESTMENT MANAGEMENT, INC. added1,364,383$33M0.5%2026-Q1
Blackhawk Capital Partners, LLC added1,241,367$30M0.4%2026-Q1
Passive Capital Management, LLC. added1,234,433$30M0.4%2026-Q1
Kestra Investment Management, LLC new1,208,324$29M0.4%2026-Q1
United Capital Management of KS, Inc. added1,173,541$28M0.4%2026-Q1
MassMutual Private Wealth & Trust, FSB added1,145,070$28M0.4%2026-Q1
Charles Schwab Trust Co added1,101,683$27M0.4%2026-Q1
Avior Wealth Management, LLC added1,058,171$26M0.4%2026-Q1
Holcombe Financial, Inc. added1,029,588$25M0.4%2026-Q1
MBM WEALTH CONSULTANTS, LLC added962,850$23M0.3%2026-Q1
Galvin, Gaustad & Stein, LLC added886,900$22M0.3%2026-Q1
Journey Advisory Group, LLC added859,892$21M0.3%2026-Q1
Courage Miller Partners, LLC added820,033$20M0.3%2026-Q1
Cetera Investment Advisers trimmed804,911$20M0.3%2026-Q1
RMR Wealth Builders added796,357$19M0.3%2026-Q1
NOVEM GROUP added790,571$19M0.3%2026-Q1
AdvisorNet Financial, Inc trimmed780,153$19M0.3%2026-Q1
Fund Evaluation Group, LLC772,924$19M0.3%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added761,195$18M0.3%2026-Q1
BRANDYWINE OAK PRIVATE WEALTH LLC trimmed753,576$18M0.3%2026-Q1
Alesco Advisors, LLC, An ESL Co added752,236$18M0.3%2026-Q1
Black Diamond Financial, LLC added723,101$18M0.3%2026-Q1
KRM WEALTH MANAGEMENT L.L.C. added714,088$17M0.2%2026-Q1
BWM Planning, LLC added703,664$17M0.2%2026-Q1
Inspire Investing, LLC trimmed689,358$17M0.2%2026-Q1
ALLIANCEBERNSTEIN L.P. new672,388$16M0.2%2026-Q1
Farther Finance Advisors, LLC added664,015$16M0.2%2026-Q1
JPL Wealth Management, LLC added650,307$16M0.2%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed642,776$16M0.2%2026-Q1
Avidian Wealth Enterprises, LLC added637,834$15M0.2%2026-Q1
Pure Financial Advisors, LLC added628,836$15M0.2%2026-Q1
Clear Retirement Advice LLC added598,083$15M0.2%2026-Q1
Blue Sky Capital Consultants Group, Inc. added595,497$14M0.2%2026-Q1
AE Wealth Management LLC added581,081$14M0.2%2026-Q1
Stonebridge Financial Group, LLC added577,947$14M0.2%2026-Q1
Prairiewood Capital, LLC added576,172$14M0.2%2026-Q1
Marotta Asset Management trimmed564,482$14M0.2%2026-Q1
Vivaldi Capital Management LP added555,616$13M0.2%2026-Q1
Brooklyn Investment Group trimmed552,714$13M0.2%2026-Q1
Towneley Capital Management, Inc / DE added549,185$13M0.2%2026-Q1
Meridian Wealth Partners, LLC added542,653$13M0.2%2026-Q1
DIVERSIFY WEALTH MANAGEMENT, LLC added534,366$13M0.2%2026-Q1
Bank of New York Mellon Corp added532,688$13M0.2%2026-Q1
CHOREO, LLC new528,562$13M0.2%2026-Q1
Northeast Financial Group, Inc. trimmed522,603$13M0.2%2026-Q1
World Investment Advisors trimmed519,885$13M0.2%2026-Q1
ROYAL BANK OF CANADA added519,253$13M0.2%2026-Q1
Arnold Financial Planning LLC added517,952$13M0.2%2026-Q1
BARD ASSOCIATES INC added508,848$12M0.2%2026-Q1
Westover Capital Advisors, LLC added503,560$12M0.2%2026-Q1
US BANCORP \DE\ trimmed489,466$12M0.2%2026-Q1
TRB Wealth Management, LLC new483,780$12M0.2%2026-Q1
Peterson Wealth Advisors, LLC trimmed472,888$11M0.2%2026-Q1
L. Roy Papp & Associates, LLP added472,480$11M0.2%2026-Q1
OSAIC HOLDINGS, INC. added469,086$11M0.2%2026-Q1
First National Trust Co added466,023$11M0.2%2026-Q1
Savant Capital, LLC trimmed451,828$11M0.2%2026-Q1
CAPTRUST FINANCIAL ADVISORS added446,991$11M0.2%2026-Q1
ZynergyRetirementPlanningLLC trimmed438,538$11M0.2%2026-Q1
Mutual Advisors, LLC trimmed425,562$10M0.1%2026-Q1
West Coast Financial LLC added3,033,672$74M1.1%2025-Q1 stale
FINANCIAL COUNSELORS INC added1,200,638$29M0.4%2025-Q1 stale
Williams Financial, LLC added945,377$23M0.3%2025-Q3 stale
NISA INVESTMENT ADVISORS, LLC added737,900$18M0.3%2025-Q1 stale
BALLAST ADVISORS LLC added650,187$16M0.2%2025-Q4 stale
PURE PORTFOLIOS HOLDINGS LLC added592,210$14M0.2%2025-Q4 stale
AlphaStar Capital Management, LLC added567,621$14M0.2%2025-Q2 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