Who owns SCHY (SCHY)
Which tracked institutional funds hold SCHY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SCHY 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
The tracked-fund tape on SCHY is one-sided between 2025-Q4 and 2026-Q1: 54 added or opened and 10 trimmed or exited — on balance accumulating.
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
SCHY’s largest tracked holder by dollar value, Cresset Asset Management, LLC, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SCHY 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 194 tracked filers holding SCHY, 131 increased or opened the position and 49 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 SCHY 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 9
- WOODMONT INVESTMENT COUNSEL LLC$9M
- Elequin Capital, LP$8M
- Vanguard National Trust Co$1M
- Western Wealth Management, LLC$1M
- Orographic Financial Advisors, LLC$1M
- Capital Square, LLC$835K
Full exits 3
- PLANWISER FINANCIAL, LLC$1M
- VANGUARD GROUP INC$1M
- Heritage Wealth Management, Inc.$507K
Largest adds
- Cresset Asset Management, LLC$6M
- HAMEL ASSOCIATES, INC.$5M
- LPL Financial LLC$4M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- JPMORGAN CHASE & CO$2M
Largest trims
- JANE STREET GROUP, LLC$2M
- NewEdge Advisors, LLC$879K
- LeConte Wealth Management, LLC$732K
- Sequoia Financial Advisors, LLC$566K
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$379K
- Vawter Financial, Ltd.$352K
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 |
|---|---|---|---|---|
| Cresset Asset Management, LLC trimmed | 3,537,103 | $112M | 23.6% | 2026-Q1 |
| HAMEL ASSOCIATES, INC. added | 820,968 | $26M | 5.5% | 2026-Q1 |
| Summit Asset Management, LLC added | 608,034 | $19M | 4.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 581,839 | $18M | 3.9% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 489,154 | $15M | 3.3% | 2026-Q1 |
| LPL Financial LLC added | 466,610 | $15M | 3.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 438,488 | $14M | 2.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 416,216 | $13M | 2.8% | 2026-Q1 |
| Modern Wealth Management, LLC added | 335,129 | $11M | 2.2% | 2026-Q1 |
| IRON Financial LLC added | 310,328 | $10M | 2.1% | 2026-Q1 |
| WOODMONT INVESTMENT COUNSEL LLC new | 290,541 | $9M | 1.9% | 2026-Q1 |
| Charles Schwab Trust Co trimmed | 284,266 | $9M | 1.9% | 2026-Q1 |
| Elequin Capital, LP new | 292,658 | $8M | 1.7% | 2026-Q1 |
| LongView Wealth Management added | 199,378 | $7M | 1.4% | 2026-Q1 |
| Robertson Stephens Wealth Management, LLC added | 200,124 | $6M | 1.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 179,729 | $6M | 1.2% | 2026-Q1 |
| MAGNOLIA CAPITAL ADVISORS LLC trimmed | 177,126 | $6M | 1.2% | 2026-Q1 |
| Fiduciary Alliance LLC added | 167,891 | $5M | 1.2% | 2026-Q1 |
| LeConte Wealth Management, LLC trimmed | 171,835 | $5M | 1.1% | 2026-Q1 |
| OMC Financial Services LTD added | 166,350 | $5M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 163,564 | $5M | 1.1% | 2026-Q1 |
| Mutual Advisors, LLC added | 152,155 | $5M | 1.0% | 2026-Q1 |
| Waverly Advisors, LLC added | 148,830 | $5M | 1.0% | 2026-Q1 |
| Red Mountain Financial, LLC added | 141,892 | $4M | 0.9% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 139,827 | $4M | 0.9% | 2026-Q1 |
| Carolina Wealth Advisors, LLC added | 130,863 | $4M | 0.9% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 129,779 | $4M | 0.9% | 2026-Q1 |
| Opus Financial Solutions LLC trimmed | 129,414 | $4M | 0.9% | 2026-Q1 |
| MAI Capital Management added | 128,668 | $4M | 0.9% | 2026-Q1 |
| Farrow Financial, Inc. added | 124,338 | $4M | 0.8% | 2026-Q1 |
| CAHILL FINANCIAL ADVISORS INC added | 122,412 | $4M | 0.8% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 115,758 | $4M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 110,226 | $3M | 0.7% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 106,366 | $3M | 0.7% | 2026-Q1 |
| Noble Family Wealth, LLC added | 105,112 | $3M | 0.7% | 2026-Q1 |
| Pathstone Holdings, LLC | 103,110 | $3M | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 102,203 | $3M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 77,289 | $2M | 0.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 73,271 | $2M | 0.5% | 2026-Q1 |
| Wolfstich Capital, LLC | 71,217 | $2M | 0.5% | 2026-Q1 |
| FIRST MERCHANTS CORP trimmed | 69,283 | $2M | 0.5% | 2026-Q1 |
| EXENCIAL WEALTH ADVISORS, LLC trimmed | 66,510 | $2M | 0.4% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 62,429 | $2M | 0.4% | 2026-Q1 |
| Mariner, LLC added | 62,209 | $2M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 61,788 | $2M | 0.4% | 2026-Q1 |
| Kohmann Bosshard Financial Services, LLC trimmed | 59,751 | $2M | 0.4% | 2026-Q1 |
| Bravera Wealth trimmed | 57,784 | $2M | 0.4% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 54,448 | $2M | 0.4% | 2026-Q1 |
| PERSPECTIVE WEALTH ADVISORS LLC added | 53,955 | $2M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 53,457 | $2M | 0.4% | 2026-Q1 |
| Astoria Portfolio Advisors LLC. added | 50,244 | $2M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 50,775 | $2M | 0.3% | 2026-Q1 |
| Embree Financial Group added | 50,035 | $2M | 0.3% | 2026-Q1 |
| Cape Investment Advisory, Inc. added | 49,312 | $2M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 48,567 | $2M | 0.3% | 2026-Q1 |
| World Investment Advisors added | 47,671 | $2M | 0.3% | 2026-Q1 |
| Creative Planning added | 46,965 | $1M | 0.3% | 2026-Q1 |
| Seek First Inc. added | 45,980 | $1M | 0.3% | 2026-Q1 |
| DAVENPORT & Co LLC added | 44,253 | $1M | 0.3% | 2026-Q1 |
| Vanguard National Trust Co new | 42,807 | $1M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 42,502 | $1M | 0.3% | 2026-Q1 |
| Spinnaker Investment Group, LLC | 40,389 | $1M | 0.3% | 2026-Q1 |
| Asset Management Group, Inc. added | 39,127 | $1M | 0.3% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC added | 38,140 | $1M | 0.3% | 2026-Q1 |
| Western Wealth Management, LLC new | 38,131 | $1M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 38,012 | $1M | 0.3% | 2026-Q1 |
| Inspire Advisors, LLC added | 37,154 | $1M | 0.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 35,203 | $1M | 0.2% | 2026-Q1 |
| Berkeley, Inc added | 34,208 | $1M | 0.2% | 2026-Q1 |
| Orographic Financial Advisors, LLC new | 34,218 | $1M | 0.2% | 2026-Q1 |
| Hidden Cove Wealth Management, LLC added | 34,175 | $1M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC added | 33,826 | $1M | 0.2% | 2026-Q1 |
| Bryn Mawr Trust Advisors, LLC | 31,634 | $1M | 0.2% | 2026-Q1 |
| ProVise Management Group, LLC | 31,401 | $994K | 0.2% | 2026-Q1 |
| D.B. Root & Company, LLC added | 28,428 | $900K | 0.2% | 2026-Q1 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC trimmed | 28,016 | $887K | 0.2% | 2026-Q1 |
| MYECFO, LLC added | 27,746 | $878K | 0.2% | 2026-Q1 |
| Acorn Wealth Advisors, LLC added | 26,485 | $839K | 0.2% | 2026-Q1 |
| Capital Square, LLC new | 25,823 | $835K | 0.2% | 2026-Q1 |
| Wedmont Private Capital added | 24,976 | $815K | 0.2% | 2026-Q1 |
| LANDAAS & CO /WI /ADV | 22,981 | $728K | 0.2% | 2026-Q1 |
| Per Stirling Capital Management, LLC. trimmed | 21,628 | $685K | 0.1% | 2026-Q1 |
| IF Advisors, LLC new | 20,860 | $660K | 0.1% | 2026-Q1 |
| Keystone Financial Group, Inc. trimmed | 19,443 | $616K | 0.1% | 2026-Q1 |
| COWA, LLC added | 18,823 | $596K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 18,563 | $588K | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 18,501 | $586K | 0.1% | 2026-Q1 |
| Mengis Capital Management, Inc. added | 18,342 | $581K | 0.1% | 2026-Q1 |
| Valmark Advisers, Inc. new | 17,000 | $538K | 0.1% | 2026-Q1 |
| PW Nova Financial Services LLC new | 16,750 | $530K | 0.1% | 2026-Q1 |
| TWO SIGMA SECURITIES, LLC added | 16,408 | $519K | 0.1% | 2026-Q1 |
| Resurgent Financial Advisors LLC added | 16,092 | $509K | 0.1% | 2026-Q1 |
| Martin Worley Group added | 181,686 | $5M | 1.0% | 2025-Q2 stale |
| OLD MISSION CAPITAL LLC added | 140,737 | $4M | 0.8% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC added | 101,985 | $3M | 0.5% | 2025-Q1 stale |
| PLANWISER FINANCIAL, LLC new | 45,469 | $1M | 0.3% | 2025-Q4 stale |
| VANGUARD GROUP INC added | 43,724 | $1M | 0.3% | 2025-Q4 stale |
| CAP Partners, LLC added | 40,122 | $1M | 0.2% | 2025-Q3 stale |
| First Heartland Consultants, Inc. new | 38,922 | $988K | 0.2% | 2025-Q1 stale |
| CITADEL ADVISORS LLC trimmed | 26,571 | $674K | 0.1% | 2025-Q1 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.