Who owns 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-Q2 13F filings (latest filed 2026-08-18). 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
39 tracked funds added or opened SCHY while 19 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
SCHY’s largest tracked holder by dollar value, Cresset Asset Management, LLC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.3pp 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 2026-Q1 and 2026-Q2, across 208 tracked filers holding SCHY, 127 increased or opened the position and 72 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 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 10
- TriCert Investment Counsel Inc.$15M
- TD Waterhouse Canada Inc.$9M
- Nuveen, LLC$7M
- Savant Capital, LLC$2M
- Copper Harbor Investment Advisors, LLC$2M
- VILLERE ST DENIS J & CO LLC$1M
Full exits 9
- JANE STREET GROUP, LLC$15M
- HighTower Advisors, LLC$14M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- Cambridge Investment Research Advisors, Inc.$3M
- Wolfstich Capital, LLC$2M
- EXENCIAL WEALTH ADVISORS, LLC$2M
Largest adds
- Fifth Third Wealth Advisors LLC$12M
- Modern Wealth Management, LLC$8M
- Cresset Asset Management, LLC$6M
- ENVESTNET ASSET MANAGEMENT INC$5M
- LPL Financial LLC$3M
- Integrated Wealth Concepts LLC$2M
Largest trims
- Elequin Capital, LP$6M
- Sequoia Financial Advisors, LLC$915K
- STIFEL FINANCIAL CORP$819K
- INDEPENDENT FINANCIAL GROUP, LLC$769K
- MAI Capital Management$490K
- GOLDMAN SACHS GROUP INC$412K
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 |
|---|---|---|---|---|
| Cresset Asset Management, LLC added | 3,706,911 | $118M | 23.5% | 2026-Q2 |
| HAMEL ASSOCIATES, INC. trimmed | 808,765 | $26M | 5.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 614,098 | $19M | 3.9% | 2026-Q2 |
| Modern Wealth Management, LLC added | 601,864 | $19M | 3.8% | 2026-Q2 |
| Summit Asset Management, LLC trimmed | 600,081 | $19M | 3.8% | 2026-Q2 |
| LPL Financial LLC added | 554,125 | $18M | 3.5% | 2026-Q2 |
| TriCert Investment Counsel Inc. new | 463,465 | $15M | 2.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 417,980 | $13M | 2.6% | 2026-Q2 |
| Fifth Third Wealth Advisors LLC added | 383,253 | $12M | 2.4% | 2026-Q2 |
| IRON Financial LLC added | 317,888 | $10M | 2.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. new | 316,645 | $9M | 1.9% | 2026-Q2 |
| WOODMONT INVESTMENT COUNSEL LLC added | 300,864 | $10M | 1.9% | 2026-Q2 |
| Charles Schwab Trust Co trimmed | 281,092 | $9M | 1.8% | 2026-Q2 |
| Nuveen, LLC new | 223,899 | $7M | 1.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 220,757 | $7M | 1.4% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC added | 209,797 | $7M | 1.3% | 2026-Q2 |
| LongView Wealth Management added | 207,312 | $7M | 1.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 185,716 | $6M | 1.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 183,315 | $6M | 1.2% | 2026-Q2 |
| Fiduciary Alliance LLC added | 182,031 | $6M | 1.2% | 2026-Q2 |
| MAGNOLIA CAPITAL ADVISORS LLC trimmed | 176,650 | $6M | 1.1% | 2026-Q2 |
| OMC Financial Services LTD added | 167,397 | $5M | 1.1% | 2026-Q2 |
| LeConte Wealth Management, LLC trimmed | 160,178 | $5M | 1.0% | 2026-Q2 |
| Waverly Advisors, LLC added | 157,475 | $5M | 1.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 153,526 | $5M | 1.0% | 2026-Q2 |
| Red Mountain Financial, LLC added | 153,104 | $5M | 1.0% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 146,456 | $5M | 0.9% | 2026-Q2 |
| CAHILL FINANCIAL ADVISORS INC added | 138,764 | $4M | 0.9% | 2026-Q2 |
| Carolina Wealth Advisors, LLC added | 136,901 | $4M | 0.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 133,004 | $4M | 0.8% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 130,589 | $4M | 0.8% | 2026-Q2 |
| Farrow Financial, Inc. added | 126,377 | $4M | 0.8% | 2026-Q2 |
| Opus Financial Solutions LLC trimmed | 123,467 | $4M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 122,016 | $4M | 0.8% | 2026-Q2 |
| MAI Capital Management trimmed | 112,936 | $4M | 0.7% | 2026-Q2 |
| Noble Family Wealth, LLC added | 112,522 | $4M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 111,548 | $4M | 0.7% | 2026-Q2 |
| Pathstone Holdings, LLC | 103,110 | $3M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers added | 99,599 | $3M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 88,850 | $3M | 0.6% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 86,679 | $3M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 81,694 | $2M | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 68,372 | $2M | 0.4% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 66,171 | $2M | 0.4% | 2026-Q2 |
| Savant Capital, LLC new | 65,754 | $2M | 0.4% | 2026-Q2 |
| FIRST MERCHANTS CORP trimmed | 65,364 | $2M | 0.4% | 2026-Q2 |
| PERSPECTIVE WEALTH ADVISORS LLC added | 60,077 | $2M | 0.4% | 2026-Q2 |
| Astoria Portfolio Advisors LLC. added | 59,614 | $2M | 0.4% | 2026-Q2 |
| Kohmann Bosshard Financial Services, LLC trimmed | 59,034 | $2M | 0.4% | 2026-Q2 |
| Mariner, LLC trimmed | 57,990 | $2M | 0.4% | 2026-Q2 |
| Bravera Wealth trimmed | 55,012 | $2M | 0.3% | 2026-Q2 |
| Cape Investment Advisory, Inc. added | 52,335 | $2M | 0.3% | 2026-Q2 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV added | 51,970 | $2M | 0.3% | 2026-Q2 |
| Creative Planning added | 50,684 | $2M | 0.3% | 2026-Q2 |
| Elequin Capital, LP trimmed | 50,285 | $2M | 0.3% | 2026-Q2 |
| M3 Wealth Management, LLC added | 50,277 | $2M | 0.3% | 2026-Q2 |
| Copper Harbor Investment Advisors, LLC new | 48,971 | $2M | 0.3% | 2026-Q2 |
| Inspire Advisors, LLC added | 47,554 | $2M | 0.3% | 2026-Q2 |
| World Investment Advisors trimmed | 47,351 | $1M | 0.3% | 2026-Q2 |
| Seek First Inc. trimmed | 44,188 | $1M | 0.3% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 43,866 | $1M | 0.3% | 2026-Q2 |
| Embree Financial Group trimmed | 43,654 | $1M | 0.3% | 2026-Q2 |
| VILLERE ST DENIS J & CO LLC new | 43,246 | $1M | 0.3% | 2026-Q2 |
| Vanguard National Trust Co | 42,807 | $1M | 0.3% | 2026-Q2 |
| Spinnaker Investment Group, LLC | 40,389 | $1M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 40,339 | $1M | 0.3% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC added | 40,186 | $1M | 0.3% | 2026-Q2 |
| Wise Wealth Partners new | 40,145 | $1M | 0.3% | 2026-Q2 |
| Hidden Cove Wealth Management, LLC added | 40,093 | $1M | 0.3% | 2026-Q2 |
| CrossGen Wealth, LLC added | 38,899 | $1M | 0.2% | 2026-Q2 |
| MORGAN STANLEY added | 38,520 | $1M | 0.2% | 2026-Q2 |
| Asset Management Group, Inc. trimmed | 37,899 | $1M | 0.2% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 37,162 | $1M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 35,457 | $1M | 0.2% | 2026-Q2 |
| Berkeley, Inc added | 34,259 | $1M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 33,397 | $1M | 0.2% | 2026-Q2 |
| Bryn Mawr Trust Advisors, LLC | 31,634 | $1M | 0.2% | 2026-Q2 |
| ProVise Management Group, LLC | 31,401 | $996K | 0.2% | 2026-Q2 |
| D.B. Root & Company, LLC added | 30,124 | $956K | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 30,094 | $955K | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 29,784 | $945K | 0.2% | 2026-Q2 |
| Acorn Wealth Advisors, LLC added | 28,892 | $917K | 0.2% | 2026-Q2 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC added | 28,046 | $890K | 0.2% | 2026-Q2 |
| Orgel Wealth Management, LLC added | 26,943 | $855K | 0.2% | 2026-Q2 |
| MYECFO, LLC trimmed | 25,736 | $817K | 0.2% | 2026-Q2 |
| Wedmont Private Capital added | 25,160 | $807K | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 24,855 | $789K | 0.2% | 2026-Q2 |
| Good Harbor Advisors, Inc. new | 24,058 | $763K | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 23,900 | $758K | 0.2% | 2026-Q2 |
| Capital Square, LLC trimmed | 23,864 | $766K | 0.2% | 2026-Q2 |
| Hendershot Investments Inc. added | 23,317 | $740K | 0.1% | 2026-Q2 |
| LANDAAS & CO /WI /ADV added | 23,081 | $732K | 0.1% | 2026-Q2 |
| Mengis Capital Management, Inc. added | 19,144 | $607K | 0.1% | 2026-Q2 |
| COWA, LLC added | 18,852 | $598K | 0.1% | 2026-Q2 |
| Per Stirling Capital Management, LLC. trimmed | 18,459 | $586K | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC added | 17,016 | $540K | 0.1% | 2026-Q2 |
| Heritage Wealth Management, Inc. | 17,000 | $539K | 0.1% | 2026-Q2 |
| Valmark Advisers, Inc. | 17,000 | $539K | 0.1% | 2026-Q2 |
| Resurgent Financial Advisors LLC added | 16,585 | $526K | 0.1% | 2026-Q2 |
| Tradition Wealth Management, LLC added | 16,152 | $513K | 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.