SCHI Institutional Ownership
Who owns SCHI and what the big funds did with it last quarter, from every SEC 13F filing. 269 funds reported holding SCHI at Jun 30, 2026.
- ▲145 buying vs 92 selling
- ▲Shares held by funds +3.3%
- ▲Funds holding +7
- ●Superinvestors: 1 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 269 | 262 | +2.7% |
| In funds' top 10 | 10 | 15 | −33.3% |
| 13F shares | 52.2M | 50.6M | +3.3% |
| Held by funds | – | – | – |
| New positions | 38 | 56 | −32.1% |
| Increased | 107 | 93 | +15.1% |
| Reduced | 62 | 62 | 0.0% |
| Sold out | 30 | 24 | +25.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in SCHI
All superinvestors →
Who owns SCHI
share of fund held shares- Index and passive funds1.0%
- Active managers and hedge funds82.7%
- Banks and brokers16.2%
- Pensions, insurers and other0.1%
The top 10 holders own 66.3% of all SCHI shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
200 funds changed their position- Van Strum & Towne Inc.Sold out−504K sh
- BRIA Capital Group, LLCNew+410K sh
- WT Wealth ManagementSold out−386K sh
- Systelligence, LLCSold out−306K sh
- Wealth Forward, LLCAdded+240K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Captrust Financial Advisors | – | 8.8M | $199M | +242K |
| 2 | RiverFront Investment Group, LLC | – | 8.5M | $192M | +32K |
| 3 | Envestnet Asset Management Inc | – | 7.2M | $164M | +28K |
| 4 | Raymond James Financial Inc | – | 2.5M | $56.4M | −268K |
| 5 | Allstate Corp | – | 1.8M | $41.7M | +1.8M |
| 6 | Ameriprise Financial Inc | – | 1.3M | $29.5M | −301K |
| 7 | Royal Bank of Canada | – | 1.2M | $28.3M | +152K |
| 8 | Bouchey Financial Group, Ltd. | – | 1.2M | $26.1M | −316K |
| 9 | Permanens Capital L.P. | – | 1.1M | $24.9M | −250K |
| 10 | Citadel Advisors LLC | – | 1M | $22.8M | +697K |
- Allstate Corp+1.8M sh+$41.7M
- Citadel Advisors LLC+697K sh+$15.8M
- Susquehanna International Group, LLP+438K sh+$9.9M
- Kestra Advisory Services, LLC+252K sh+$5.7M
- Captrust Financial Advisors+242K sh+$5.5M
- FF Advisors,LLC+219K sh+$5M
- Rational Advisors, Inc.+184K sh+$4.2M
- Atria Investments, Inc+168K sh+$3.8M
- L2 Asset Management, LLC−647K sh−$14.7M
- Jpmorgan Chase & Co−592K sh−$13.5M
- Bouchey Financial Group, Ltd.−316K sh−$7.2M
- Jane Street Group, LLC−311K sh−$7M
- Ameriprise Financial Inc−301K sh−$6.8M
- Raymond James Financial Inc−268K sh−$6.1M
- Caitlin John, LLC−265K sh−$6M
- Permanens Capital L.P.−250K sh−$5.7M
SCHI institutional ownership FAQ
Who owns the most SCHI stock?
In Q2 2026 13F filings the largest holder of SCHI was Captrust Financial Advisors, followed by RiverFront Investment Group, LLC and Envestnet Asset Management Inc. Index fund managers are usually the biggest holders of large companies.
What percentage of SCHI is owned by institutions?
269 funds reported holding 52.2M SCHI shares at Jun 30, 2026.
Are hedge funds buying SCHI?
In Q2 2026, 145 funds bought SCHI (38 of them new positions) and 92 sold (30 sold out completely). Among well known investors, 1 added and 1 cut. Our fund sentiment for SCHI is bullish.
What is SCHI's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this SCHI ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.