Who owns SCHP
Which tracked institutional funds hold SCHP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SCHP company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-27). 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
181 tracked funds added or opened SCHP while 87 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
SCHP’s largest tracked holder by dollar value, Empower Advisory Group, LLC, sizes it at 3.7% of its own reported 13F book, while the median holder sizes it at 1.3% of theirs — a 2.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SCHP 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 724 tracked filers holding SCHP, 407 increased or opened the position and 283 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 SCHP 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 28
- RENAISSANCE TECHNOLOGIES LLC$13M
- RETIREMENT FINANCIAL SOLUTIONS, LLC$6M
- D.A. DAVIDSON & CO.$4M
- Ashton Thomas Private Wealth, LLC$3M
- Aletheian Wealth Advisors LLC$2M
- CITADEL ADVISORS LLC$2M
Full exits 28
- Temasek Holdings (Private) Ltd$37M
- PRINCIPAL FINANCIAL GROUP INC$13M
- FLOW TRADERS U.S. LLC$7M
- CAPITAL INSIGHT PARTNERS, LLC$6M
- Empowered Funds, LLC$4M
- VanderPol Investments L.L.C.$3M
Largest adds
- JPMORGAN CHASE & CO$303M
- LINCOLN NATIONAL CORP$153M
- Empower Advisory Group, LLC$98M
- ARMSTRONG ADVISORY GROUP, INC$74M
- EVOKE WEALTH, LLC$37M
- Cerity Partners OCIO LLC$33M
Largest trims
- BANK OF AMERICA CORP /DE/$91M
- Valpey Financial Services, LLC$72M
- US BANCORP \DE\$64M
- Creative Planning$26M
- Arax Advisory Partners$25M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$23M
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 |
|---|---|---|---|---|
| Empower Advisory Group, LLC added | 53,127,493 | $1.4B | 14.6% | 2026-Q1 |
| Wealthfront Advisers LLC trimmed | 34,244,939 | $911M | 9.4% | 2026-Q1 |
| Municipal Employees' Retirement System of Michigan added | 16,188,586 | $431M | 4.4% | 2026-Q1 |
| Quadratic Capital Management LLC trimmed | 14,182,470 | $377M | 3.9% | 2026-Q1 |
| SEI INVESTMENTS CO added | 12,955,292 | $345M | 3.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 12,884,098 | $342M | 3.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 11,331,818 | $302M | 3.1% | 2026-Q1 |
| EVOKE WEALTH, LLC added | 10,392,695 | $277M | 2.8% | 2026-Q1 |
| Cerity Partners LLC added | 9,796,222 | $261M | 2.7% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 9,424,927 | $250M | 2.6% | 2026-Q1 |
| LINCOLN NATIONAL CORP added | 8,907,849 | $237M | 2.4% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 8,586,682 | $228M | 2.4% | 2026-Q1 |
| Elm Partners Management LLC added | 8,065,801 | $214M | 2.2% | 2026-Q1 |
| CENTRAL TRUST Co added | 8,055,215 | $214M | 2.2% | 2026-Q1 |
| NEPC LLC added | 7,947,486 | $211M | 2.2% | 2026-Q1 |
| Jasper Ridge Partners, L.P. added | 6,442,984 | $171M | 1.8% | 2026-Q1 |
| Alesco Advisors, LLC, An ESL Co added | 6,121,252 | $163M | 1.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 5,994,839 | $160M | 1.6% | 2026-Q1 |
| UBS Group AG added | 5,960,319 | $159M | 1.6% | 2026-Q1 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP trimmed | 5,770,300 | $154M | 1.6% | 2026-Q1 |
| Cerity Partners OCIO LLC added | 5,648,682 | $150M | 1.5% | 2026-Q1 |
| MORGAN STANLEY added | 4,307,790 | $115M | 1.2% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 3,971,942 | $106M | 1.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 3,687,349 | $98M | 1.0% | 2026-Q1 |
| ARMSTRONG ADVISORY GROUP, INC added | 3,408,054 | $91M | 0.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 3,231,274 | $86M | 0.9% | 2026-Q1 |
| STATE STREET CORP added | 2,858,748 | $76M | 0.8% | 2026-Q1 |
| ASSETMARK, INC added | 2,687,120 | $72M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp added | 2,420,974 | $64M | 0.7% | 2026-Q1 |
| Lutz Financial Services LLC added | 2,341,905 | $62M | 0.6% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 2,265,508 | $60M | 0.6% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 1,949,070 | $52M | 0.5% | 2026-Q1 |
| LifeGuide Financial Advisors, LLC added | 1,941,538 | $52M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,806,680 | $48M | 0.5% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 1,755,485 | $47M | 0.5% | 2026-Q1 |
| Diversified Enterprises, LLC added | 1,723,223 | $46M | 0.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,706,509 | $45M | 0.5% | 2026-Q1 |
| Advisory Alpha, LLC added | 1,579,745 | $42M | 0.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 1,562,352 | $42M | 0.4% | 2026-Q1 |
| Russell Investments Group, Ltd. | 1,528,182 | $41M | 0.4% | 2026-Q1 |
| Financial Architects, LLC added | 1,521,680 | $40M | 0.4% | 2026-Q1 |
| Creative Planning trimmed | 1,521,679 | $40M | 0.4% | 2026-Q1 |
| LPL Financial LLC added | 1,521,078 | $40M | 0.4% | 2026-Q1 |
| Pure Financial Advisors, LLC added | 1,520,694 | $40M | 0.4% | 2026-Q1 |
| BlueSky Wealth Advisors, LLC added | 1,517,207 | $40M | 0.4% | 2026-Q1 |
| FMR LLC added | 1,489,544 | $40M | 0.4% | 2026-Q1 |
| Kohmann Bosshard Financial Services, LLC added | 1,431,353 | $38M | 0.4% | 2026-Q1 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC trimmed | 1,428,789 | $38M | 0.4% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 1,414,020 | $38M | 0.4% | 2026-Q1 |
| Matrix Trust Co trimmed | 1,370,025 | $36M | 0.4% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 1,267,000 | $34M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,150,693 | $31M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,070,864 | $28M | 0.3% | 2026-Q1 |
| ALTFEST L J & CO INC added | 1,070,411 | $28M | 0.3% | 2026-Q1 |
| Joseph Group Capital Management added | 1,039,010 | $28M | 0.3% | 2026-Q1 |
| Prentice Wealth Management LLC trimmed | 1,028,393 | $27M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 1,001,032 | $27M | 0.3% | 2026-Q1 |
| Avior Wealth Management, LLC added | 982,911 | $26M | 0.3% | 2026-Q1 |
| FOSTER & MOTLEY INC added | 982,470 | $26M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 954,955 | $25M | 0.3% | 2026-Q1 |
| SUMITOMO LIFE INSURANCE CO trimmed | 934,900 | $25M | 0.3% | 2026-Q1 |
| Tortoise Investment Management, LLC added | 929,663 | $25M | 0.3% | 2026-Q1 |
| Seneca Financial Advisors LLC added | 925,889 | $25M | 0.3% | 2026-Q1 |
| CITIGROUP INC trimmed | 877,190 | $23M | 0.2% | 2026-Q1 |
| Tidal Investments LLC added | 800,295 | $21M | 0.2% | 2026-Q1 |
| Arax Advisory Partners trimmed | 787,295 | $21M | 0.2% | 2026-Q1 |
| Fund Evaluation Group, LLC | 748,000 | $20M | 0.2% | 2026-Q1 |
| Modera Wealth Management, LLC trimmed | 701,267 | $19M | 0.2% | 2026-Q1 |
| Navalign, LLC added | 692,714 | $18M | 0.2% | 2026-Q1 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC added | 678,604 | $18M | 0.2% | 2026-Q1 |
| West Family Investments, Inc. added | 609,276 | $17M | 0.2% | 2026-Q1 |
| Carnegie Investment Counsel added | 636,178 | $17M | 0.2% | 2026-Q1 |
| Allen Capital Group, LLC added | 633,703 | $17M | 0.2% | 2026-Q1 |
| SAGE FINANCIAL GROUP INC added | 623,971 | $17M | 0.2% | 2026-Q1 |
| Asset Management Group, Inc. added | 618,527 | $16M | 0.2% | 2026-Q1 |
| Financial Engines Advisors L.L.C. added | 583,344 | $16M | 0.2% | 2026-Q1 |
| Greenline Partners, LLC trimmed | 580,584 | $15M | 0.2% | 2026-Q1 |
| ALM First Financial Advisors, LLC added | 569,652 | $15M | 0.2% | 2026-Q1 |
| FDx Advisors, Inc. added | 542,117 | $14M | 0.1% | 2026-Q1 |
| Prairiewood Capital, LLC added | 537,336 | $14M | 0.1% | 2026-Q1 |
| Roble, Belko & Company, Inc added | 532,751 | $14M | 0.1% | 2026-Q1 |
| Grove Street Fiduciary, LLC trimmed | 529,909 | $14M | 0.1% | 2026-Q1 |
| Altiora Financial Group, LLC trimmed | 506,969 | $13M | 0.1% | 2026-Q1 |
| Marotta Asset Management added | 507,609 | $13M | 0.1% | 2026-Q1 |
| Fi3 FINANCIAL ADVISORS, LLC added | 480,724 | $13M | 0.1% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 479,071 | $13M | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 474,900 | $13M | 0.1% | 2026-Q1 |
| Savant Capital, LLC trimmed | 469,982 | $13M | 0.1% | 2026-Q1 |
| Carolina Wealth Advisors, LLC trimmed | 466,341 | $12M | 0.1% | 2026-Q1 |
| Fortis Advisors, LLC added | 464,199 | $12M | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 452,436 | $12M | 0.1% | 2026-Q1 |
| ZynergyRetirementPlanningLLC added | 451,841 | $12M | 0.1% | 2026-Q1 |
| Sensible Financial Planning & Management, LLC. added | 3,088,558 | $83M | 0.9% | 2025-Q3 stale |
| Full Sail Capital, LLC trimmed | 1,646,759 | $44M | 0.5% | 2025-Q3 stale |
| Willow Creek Wealth Management Inc. added | 1,548,759 | $42M | 0.4% | 2025-Q3 stale |
| Temasek Holdings (Private) Ltd | 1,410,000 | $37M | 0.4% | 2025-Q4 stale |
| Garde Capital, Inc. added | 1,173,047 | $32M | 0.3% | 2025-Q3 stale |
| MARSHALL FINANCIAL GROUP INC /ADV added | 923,169 | $25M | 0.3% | 2025-Q3 stale |
| AlphaStar Capital Management, LLC added | 498,049 | $13M | 0.1% | 2025-Q2 stale |
| PRINCIPAL FINANCIAL GROUP INC added | 496,317 | $13M | 0.1% | 2025-Q4 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.