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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 110,717,308 | $2.7B | 38.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 24,469,334 | $593M | 8.5% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 16,741,000 | $406M | 5.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 15,446,985 | $363M | 5.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 7,671,554 | $186M | 2.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 6,358,904 | $154M | 2.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 4,104,187 | $100M | 1.4% | 2026-Q1 |
| Moisand Fitzgerald Tamayo, LLC added | 3,920,931 | $95M | 1.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 3,409,345 | $83M | 1.2% | 2026-Q1 |
| STATE STREET CORP | 3,100,000 | $75M | 1.1% | 2026-Q1 |
| Wealthfront Advisers LLC trimmed | 2,978,594 | $72M | 1.0% | 2026-Q1 |
| MCF Advisors LLC added | 2,755,371 | $67M | 1.0% | 2026-Q1 |
| Bangor Savings Bank added | 2,576,647 | $63M | 0.9% | 2026-Q1 |
| LPL Financial LLC added | 2,324,640 | $56M | 0.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,304,449 | $56M | 0.8% | 2026-Q1 |
| FIDUCIARY FINANCIAL GROUP, LLC added | 2,176,741 | $53M | 0.8% | 2026-Q1 |
| LVW Advisors, LLC added | 2,112,985 | $51M | 0.7% | 2026-Q1 |
| Merit Financial Group, LLC added | 2,057,653 | $50M | 0.7% | 2026-Q1 |
| TruNorth Capital Management, LLC added | 1,964,291 | $48M | 0.7% | 2026-Q1 |
| MORGAN STANLEY added | 1,888,069 | $46M | 0.7% | 2026-Q1 |
| Midwest Trust Co added | 1,846,314 | $45M | 0.6% | 2026-Q1 |
| UBS Group AG added | 1,821,170 | $44M | 0.6% | 2026-Q1 |
| FLC Capital Advisors added | 1,718,824 | $42M | 0.6% | 2026-Q1 |
| Cerity Partners LLC trimmed | 1,692,832 | $41M | 0.6% | 2026-Q1 |
| High Probability Advisors, LLC added | 1,682,861 | $41M | 0.6% | 2026-Q1 |
| Morningstar Investment Management LLC trimmed | 1,613,491 | $39M | 0.6% | 2026-Q1 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC trimmed | 1,544,533 | $37M | 0.5% | 2026-Q1 |
| Waverly Advisors, LLC added | 1,521,242 | $37M | 0.5% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 1,493,451 | $36M | 0.5% | 2026-Q1 |
| Willis Johnson & Associates, Inc. added | 1,457,711 | $35M | 0.5% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 1,400,381 | $34M | 0.5% | 2026-Q1 |
| ACCESS FINANCIAL SERVICES, INC. added | 1,383,795 | $34M | 0.5% | 2026-Q1 |
| MAI Capital Management added | 1,365,589 | $33M | 0.5% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 1,364,383 | $33M | 0.5% | 2026-Q1 |
| Blackhawk Capital Partners, LLC added | 1,241,367 | $30M | 0.4% | 2026-Q1 |
| Passive Capital Management, LLC. added | 1,234,433 | $30M | 0.4% | 2026-Q1 |
| Kestra Investment Management, LLC new | 1,208,324 | $29M | 0.4% | 2026-Q1 |
| United Capital Management of KS, Inc. added | 1,173,541 | $28M | 0.4% | 2026-Q1 |
| MassMutual Private Wealth & Trust, FSB added | 1,145,070 | $28M | 0.4% | 2026-Q1 |
| Charles Schwab Trust Co added | 1,101,683 | $27M | 0.4% | 2026-Q1 |
| Avior Wealth Management, LLC added | 1,058,171 | $26M | 0.4% | 2026-Q1 |
| Holcombe Financial, Inc. added | 1,029,588 | $25M | 0.4% | 2026-Q1 |
| MBM WEALTH CONSULTANTS, LLC added | 962,850 | $23M | 0.3% | 2026-Q1 |
| Galvin, Gaustad & Stein, LLC added | 886,900 | $22M | 0.3% | 2026-Q1 |
| Journey Advisory Group, LLC added | 859,892 | $21M | 0.3% | 2026-Q1 |
| Courage Miller Partners, LLC added | 820,033 | $20M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 804,911 | $20M | 0.3% | 2026-Q1 |
| RMR Wealth Builders added | 796,357 | $19M | 0.3% | 2026-Q1 |
| NOVEM GROUP added | 790,571 | $19M | 0.3% | 2026-Q1 |
| AdvisorNet Financial, Inc trimmed | 780,153 | $19M | 0.3% | 2026-Q1 |
| Fund Evaluation Group, LLC | 772,924 | $19M | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 761,195 | $18M | 0.3% | 2026-Q1 |
| BRANDYWINE OAK PRIVATE WEALTH LLC trimmed | 753,576 | $18M | 0.3% | 2026-Q1 |
| Alesco Advisors, LLC, An ESL Co added | 752,236 | $18M | 0.3% | 2026-Q1 |
| Black Diamond Financial, LLC added | 723,101 | $18M | 0.3% | 2026-Q1 |
| KRM WEALTH MANAGEMENT L.L.C. added | 714,088 | $17M | 0.2% | 2026-Q1 |
| BWM Planning, LLC added | 703,664 | $17M | 0.2% | 2026-Q1 |
| Inspire Investing, LLC trimmed | 689,358 | $17M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. new | 672,388 | $16M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 664,015 | $16M | 0.2% | 2026-Q1 |
| JPL Wealth Management, LLC added | 650,307 | $16M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 642,776 | $16M | 0.2% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC added | 637,834 | $15M | 0.2% | 2026-Q1 |
| Pure Financial Advisors, LLC added | 628,836 | $15M | 0.2% | 2026-Q1 |
| Clear Retirement Advice LLC added | 598,083 | $15M | 0.2% | 2026-Q1 |
| Blue Sky Capital Consultants Group, Inc. added | 595,497 | $14M | 0.2% | 2026-Q1 |
| AE Wealth Management LLC added | 581,081 | $14M | 0.2% | 2026-Q1 |
| Stonebridge Financial Group, LLC added | 577,947 | $14M | 0.2% | 2026-Q1 |
| Prairiewood Capital, LLC added | 576,172 | $14M | 0.2% | 2026-Q1 |
| Marotta Asset Management trimmed | 564,482 | $14M | 0.2% | 2026-Q1 |
| Vivaldi Capital Management LP added | 555,616 | $13M | 0.2% | 2026-Q1 |
| Brooklyn Investment Group trimmed | 552,714 | $13M | 0.2% | 2026-Q1 |
| Towneley Capital Management, Inc / DE added | 549,185 | $13M | 0.2% | 2026-Q1 |
| Meridian Wealth Partners, LLC added | 542,653 | $13M | 0.2% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 534,366 | $13M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 532,688 | $13M | 0.2% | 2026-Q1 |
| CHOREO, LLC new | 528,562 | $13M | 0.2% | 2026-Q1 |
| Northeast Financial Group, Inc. trimmed | 522,603 | $13M | 0.2% | 2026-Q1 |
| World Investment Advisors trimmed | 519,885 | $13M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 519,253 | $13M | 0.2% | 2026-Q1 |
| Arnold Financial Planning LLC added | 517,952 | $13M | 0.2% | 2026-Q1 |
| BARD ASSOCIATES INC added | 508,848 | $12M | 0.2% | 2026-Q1 |
| Westover Capital Advisors, LLC added | 503,560 | $12M | 0.2% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 489,466 | $12M | 0.2% | 2026-Q1 |
| TRB Wealth Management, LLC new | 483,780 | $12M | 0.2% | 2026-Q1 |
| Peterson Wealth Advisors, LLC trimmed | 472,888 | $11M | 0.2% | 2026-Q1 |
| L. Roy Papp & Associates, LLP added | 472,480 | $11M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 469,086 | $11M | 0.2% | 2026-Q1 |
| First National Trust Co added | 466,023 | $11M | 0.2% | 2026-Q1 |
| Savant Capital, LLC trimmed | 451,828 | $11M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 446,991 | $11M | 0.2% | 2026-Q1 |
| ZynergyRetirementPlanningLLC trimmed | 438,538 | $11M | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 425,562 | $10M | 0.1% | 2026-Q1 |
| West Coast Financial LLC added | 3,033,672 | $74M | 1.1% | 2025-Q1 stale |
| FINANCIAL COUNSELORS INC added | 1,200,638 | $29M | 0.4% | 2025-Q1 stale |
| Williams Financial, LLC added | 945,377 | $23M | 0.3% | 2025-Q3 stale |
| NISA INVESTMENT ADVISORS, LLC added | 737,900 | $18M | 0.3% | 2025-Q1 stale |
| BALLAST ADVISORS LLC added | 650,187 | $16M | 0.2% | 2025-Q4 stale |
| PURE PORTFOLIOS HOLDINGS LLC added | 592,210 | $14M | 0.2% | 2025-Q4 stale |
| AlphaStar Capital Management, LLC added | 567,621 | $14M | 0.2% | 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.
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.