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-Q2 13F filings (latest filed 2026-09-22). 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
170 tracked funds added or opened SCHP while 105 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 3.6% of its own reported 13F book, while the median holder sizes it at 0.7% of theirs — a 2.9pp 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 2026-Q1 and 2026-Q2, across 754 tracked filers holding SCHP, 455 increased or opened the position and 294 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 2026-Q1 and 2026-Q2 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 41
- Garde Capital, Inc.$39M
- CCG WEALTH MANAGEMENT, LLC$15M
- Envision Financial Planning, LLC$9M
- Virginia Estate & Retirement Planning Advisors Inc.$9M
- Kiker Wealth Management, LLC$7M
- Grantham, Mayo, Van Otterloo & Co. LLC$4M
Full exits 37
- Municipal Employees' Retirement System of Michigan$431M
- EVOKE WEALTH, LLC$277M
- Jasper Ridge Partners, L.P.$171M
- Matrix Trust Co$36M
- HighTower Advisors, LLC$28M
- FOSTER & MOTLEY INC$26M
Largest adds
- JPMORGAN CHASE & CO$399M
- MAI Capital Management$306M
- Empower Advisory Group, LLC$88M
- Integrated Wealth Concepts LLC$35M
- Wealthfront Advisers LLC$24M
- MORGAN STANLEY$20M
Largest trims
- BANK OF AMERICA CORP /DE/$206M
- Quadratic Capital Management LLC$164M
- Elm Partners Management LLC$87M
- ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP$75M
- MERCER GLOBAL ADVISORS INC /ADV$22M
- UBS Group AG$18M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Empower Advisory Group, LLC added | 56,682,533 | $1.5B | 16.6% | 2026-Q2 |
| Wealthfront Advisers LLC added | 35,292,799 | $935M | 10.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 27,874,223 | $741M | 8.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 13,667,827 | $362M | 4.0% | 2026-Q2 |
| MAI Capital Management added | 11,540,399 | $306M | 3.4% | 2026-Q2 |
| Cerity Partners LLC added | 10,579,829 | $280M | 3.1% | 2026-Q2 |
| LINCOLN NATIONAL CORP added | 9,439,565 | $250M | 2.8% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 9,287,638 | $247M | 2.7% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 8,798,660 | $233M | 2.6% | 2026-Q2 |
| NEPC LLC added | 8,321,737 | $221M | 2.4% | 2026-Q2 |
| CENTRAL TRUST Co added | 8,151,700 | $216M | 2.4% | 2026-Q2 |
| Quadratic Capital Management LLC trimmed | 8,053,035 | $213M | 2.4% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co added | 6,468,720 | $171M | 1.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 6,295,573 | $167M | 1.8% | 2026-Q2 |
| Cerity Partners OCIO LLC trimmed | 5,620,759 | $149M | 1.6% | 2026-Q2 |
| UBS Group AG trimmed | 5,313,609 | $141M | 1.6% | 2026-Q2 |
| MORGAN STANLEY added | 5,068,741 | $134M | 1.5% | 2026-Q2 |
| Elm Partners Management LLC trimmed | 4,788,290 | $127M | 1.4% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 3,711,923 | $98M | 1.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 3,653,308 | $97M | 1.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 3,601,077 | $95M | 1.1% | 2026-Q2 |
| ARMSTRONG ADVISORY GROUP, INC added | 3,527,518 | $93M | 1.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 3,427,650 | $91M | 1.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 3,073,174 | $81M | 0.9% | 2026-Q2 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP trimmed | 2,961,382 | $78M | 0.9% | 2026-Q2 |
| STATE STREET CORP added | 2,958,188 | $78M | 0.9% | 2026-Q2 |
| Lutz Financial Services LLC added | 2,445,014 | $65M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 2,429,311 | $64M | 0.7% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 2,323,341 | $62M | 0.7% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 2,090,010 | $55M | 0.6% | 2026-Q2 |
| ASSETMARK, INC trimmed | 2,072,918 | $55M | 0.6% | 2026-Q2 |
| LifeGuide Financial Advisors, LLC added | 2,072,506 | $55M | 0.6% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 1,978,213 | $52M | 0.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 1,919,352 | $50M | 0.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,851,168 | $49M | 0.5% | 2026-Q2 |
| Diversified Enterprises, LLC added | 1,795,139 | $48M | 0.5% | 2026-Q2 |
| FMR LLC added | 1,713,651 | $45M | 0.5% | 2026-Q2 |
| Kohmann Bosshard Financial Services, LLC added | 1,664,512 | $44M | 0.5% | 2026-Q2 |
| SUMITOMO LIFE INSURANCE CO added | 1,663,100 | $44M | 0.5% | 2026-Q2 |
| LPL Financial LLC added | 1,658,178 | $44M | 0.5% | 2026-Q2 |
| BlueSky Wealth Advisors, LLC added | 1,623,663 | $43M | 0.5% | 2026-Q2 |
| Pure Financial Advisors, LLC added | 1,591,154 | $42M | 0.5% | 2026-Q2 |
| Advisory Alpha, LLC added | 1,580,881 | $42M | 0.5% | 2026-Q2 |
| Financial Architects, LLC added | 1,567,285 | $42M | 0.5% | 2026-Q2 |
| Russell Investments Group, Ltd. | 1,528,182 | $40M | 0.4% | 2026-Q2 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC added | 1,500,238 | $40M | 0.4% | 2026-Q2 |
| Garde Capital, Inc. added | 1,471,972 | $39M | 0.4% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 1,452,500 | $38M | 0.4% | 2026-Q2 |
| Creative Planning trimmed | 1,300,206 | $34M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,270,321 | $34M | 0.4% | 2026-Q2 |
| ALTFEST L J & CO INC added | 1,108,301 | $29M | 0.3% | 2026-Q2 |
| Savant Capital, LLC added | 1,092,235 | $29M | 0.3% | 2026-Q2 |
| Prentice Wealth Management LLC added | 1,071,634 | $28M | 0.3% | 2026-Q2 |
| Joseph Group Capital Management added | 1,045,552 | $28M | 0.3% | 2026-Q2 |
| Avior Wealth Management, LLC added | 1,013,405 | $27M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 1,000,075 | $27M | 0.3% | 2026-Q2 |
| Seneca Financial Advisors LLC added | 998,768 | $26M | 0.3% | 2026-Q2 |
| Tortoise Investment Management, LLC added | 978,659 | $26M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 899,338 | $24M | 0.3% | 2026-Q2 |
| Arax Advisory Partners added | 828,847 | $22M | 0.2% | 2026-Q2 |
| Fund Evaluation Group, LLC | 748,000 | $20M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 743,051 | $20M | 0.2% | 2026-Q2 |
| Navalign, LLC added | 726,108 | $19M | 0.2% | 2026-Q2 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC added | 705,091 | $19M | 0.2% | 2026-Q2 |
| Modera Wealth Management, LLC trimmed | 695,863 | $18M | 0.2% | 2026-Q2 |
| Tidal Investments LLC trimmed | 663,627 | $17M | 0.2% | 2026-Q2 |
| SAGE FINANCIAL GROUP INC added | 656,690 | $17M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 646,079 | $17M | 0.2% | 2026-Q2 |
| Allen Capital Group, LLC trimmed | 633,025 | $17M | 0.2% | 2026-Q2 |
| Carnegie Investment Counsel trimmed | 623,683 | $17M | 0.2% | 2026-Q2 |
| Asset Management Group, Inc. trimmed | 618,196 | $16M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 599,589 | $16M | 0.2% | 2026-Q2 |
| Financial Engines Advisors L.L.C. added | 594,606 | $16M | 0.2% | 2026-Q2 |
| McAdam, LLC added | 592,741 | $16M | 0.2% | 2026-Q2 |
| Prairiewood Capital, LLC added | 583,810 | $15M | 0.2% | 2026-Q2 |
| CCG WEALTH MANAGEMENT, LLC new | 580,465 | $15M | 0.2% | 2026-Q2 |
| Greenline Partners, LLC trimmed | 548,168 | $15M | 0.2% | 2026-Q2 |
| Marotta Asset Management added | 534,371 | $14M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 530,600 | $14M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 528,943 | $14M | 0.2% | 2026-Q2 |
| Grove Street Fiduciary, LLC trimmed | 526,590 | $14M | 0.2% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 492,881 | $13M | 0.1% | 2026-Q2 |
| ALM First Financial Advisors, LLC trimmed | 487,500 | $13M | 0.1% | 2026-Q2 |
| ZynergyRetirementPlanningLLC added | 473,970 | $13M | 0.1% | 2026-Q2 |
| Carolina Wealth Advisors, LLC added | 472,871 | $13M | 0.1% | 2026-Q2 |
| Robinswood Financial LLC added | 468,805 | $12M | 0.1% | 2026-Q2 |
| Fortis Advisors, LLC added | 468,102 | $12M | 0.1% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC added | 437,861 | $12M | 0.1% | 2026-Q2 |
| CHOREO, LLC added | 437,820 | $12M | 0.1% | 2026-Q2 |
| Altiora Financial Group, LLC trimmed | 435,988 | $12M | 0.1% | 2026-Q2 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO added | 433,064 | $11M | 0.1% | 2026-Q2 |
| WEALTHCARE CAPITAL MANAGEMENT LLC added | 432,020 | $11M | 0.1% | 2026-Q2 |
| Golden Bell Financial Planning LLC added | 429,976 | $11M | 0.1% | 2026-Q2 |
| Silver Coast Investments LLC added | 428,837 | $11M | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 424,543 | $11M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 423,069 | $11M | 0.1% | 2026-Q2 |
| Westover Capital Advisors, LLC added | 418,819 | $11M | 0.1% | 2026-Q2 |
| Trajan Wealth LLC added | 417,385 | $11M | 0.1% | 2026-Q2 |
| Rock Creek Group LLC | 406,932 | $11M | 0.1% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 406,222 | $11M | 0.1% | 2026-Q2 |
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.