SCHP Institutional Ownership
Who owns SCHP and what the big funds did with it last quarter, from every SEC 13F filing. 790 funds reported holding SCHP at Jun 30, 2026.
- ▲454 buying vs 261 selling
- ▲Shares held by funds +3.5%
- ▲Funds holding +51
- ●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 | 790 | 739 | +6.9% |
| In funds' top 10 | 59 | 63 | −6.3% |
| 13F shares | 417M | 403M | +3.5% |
| Held by funds | – | – | – |
| New positions | 96 | 79 | +21.5% |
| Increased | 358 | 329 | +8.8% |
| Reduced | 214 | 213 | +0.5% |
| Sold out | 47 | 50 | −6.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in SCHP
All superinvestors →
Who owns SCHP
share of fund held shares- Index and passive funds0.8%
- Active managers and hedge funds77.9%
- Banks and brokers14.4%
- Pensions, insurers and other6.8%
The top 10 holders own 47.8% of all SCHP shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
632 funds changed their position- Jpmorgan Chase & CoTrimmed−26.4M sh
- Wealthfront Advisers LLCTrimmed−4.1M sh
- Baldwin Wealth Partners Llc/maNew+1.6M sh
- Garde Capital, Inc.Sold out−1.5M sh
- Stockman Wealth Management, Inc.Added+1.4M sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Empower Advisory Group, LLC | – | 56.7M | $1.5B | +3.6M |
| 2 | Wealthfront Advisers LLC | – | 35.3M | $935M | +1M |
| 3 | Jpmorgan Chase & Co | – | 27.9M | $741M | +15M |
| 4 | Municipal Employees' Retirement System of Michigan | – | 16.2M | $429M | 0 |
| 5 | Sei Investments Co | – | 13.7M | $362M | +713K |
| 6 | MAI Capital Management | – | 11.5M | $306M | +11.5M |
| 7 | Cerity Partners LLC | – | 10.6M | $280M | +784K |
| 8 | Lincoln National Corp | – | 9.4M | $250M | +532K |
| 9 | Alliancebernstein L.P. | – | 9.3M | $247M | −137K |
| 10 | Voya Investment Management LLC | – | 8.8M | $233M | +212K |
- Jpmorgan Chase & Co+15M sh+$399M
- MAI Capital Management+11.5M sh+$306M
- Empower Advisory Group, LLC+3.6M sh+$94.2M
- Garde Capital, Inc.+1.5M sh+$39M
- Integrated Wealth Concepts LLC+1.3M sh+$34.9M
- Wealthfront Advisers LLC+1M sh+$27.8M
- Cerity Partners LLC+784K sh+$20.8M
- Morgan Stanley+761K sh+$20.2M
- Evoke Wealth, LLC−10.4M sh−$277M
- Bank of America Corp /de/−7.7M sh−$205M
- Jasper Ridge Partners, L.P.−6.4M sh−$171M
- Quadratic Capital Management LLC−6.1M sh−$162M
- Elm Partners Management LLC−5.5M sh−$146M
- Adventist Health System Sunbelt Healthcare Corp−2.8M sh−$74.4M
- Mercer Global Advisors Inc /adv−819K sh−$21.7M
- UBS Group AG−647K sh−$17.1M
SCHP institutional ownership FAQ
Who owns the most SCHP stock?
In Q2 2026 13F filings the largest holder of SCHP was Empower Advisory Group, LLC, followed by Wealthfront Advisers LLC and Jpmorgan Chase & Co. Index fund managers are usually the biggest holders of large companies.
What percentage of SCHP is owned by institutions?
790 funds reported holding 417M SCHP shares at Jun 30, 2026.
Are hedge funds buying SCHP?
In Q2 2026, 454 funds bought SCHP (96 of them new positions) and 261 sold (47 sold out completely). Among well known investors, 1 added and 1 cut. Our fund sentiment for SCHP is bullish.
What is SCHP's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this SCHP 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.