SCHX Institutional Ownership
Who owns SCHX and what the big funds did with it last quarter, from every SEC 13F filing. 1,608 funds reported holding SCHX at Jun 30, 2026.
- ●688 buying vs 606 selling
- ▲Shares held by funds +4.2%
- ▲Funds holding +60
- ▲Superinvestors: 1 added, 0 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 | 1,608 | 1,548 | +3.9% |
| In funds' top 10 | 194 | 195 | −0.5% |
| 13F shares | 1.14B | 1.09B | +4.2% |
| Held by funds | – | – | – |
| New positions | 121 | 74 | +63.5% |
| Increased | 567 | 595 | −4.7% |
| Reduced | 551 | 530 | +4.0% |
| Sold out | 55 | 81 | −32.1% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in SCHX
All superinvestors →
Who owns SCHX
share of fund held shares- Index and passive funds0.8%
- Active managers and hedge funds77.5%
- Banks and brokers21.5%
- Pensions, insurers and other0.1%
The top 10 holders own 42.9% of all SCHX shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
704 funds changed their position- SigFig Wealth Management, LLCAdded+4.7M sh
- Cambridge Investment Research Advisors, Inc.Trimmed−2.8M sh
- Scarborough Advisors, LLCTrimmed−1.9M sh
- Farther Finance Advisors, LLCAdded+1.5M sh
- Apella Capital, LLCAdded+1.3M sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | US Bancorp \de\ | – | 172M | $5.1B | +27.2M |
| 2 | Creative Planning | – | 81.5M | $2.4B | −756K |
| 3 | Moneta Group Investment Advisors LLC | – | 38.7M | $1.1B | +1.3M |
| 4 | Northwestern Mutual Wealth Management Co | – | 37.8M | $1.1B | +3M |
| 5 | HBK Sorce Advisory LLC | – | 35.2M | $1.1B | +331K |
| 6 | Sei Investments Co | – | 32.3M | $951M | −229K |
| 7 | Betterment LLC | – | 28.6M | $843M | +28K |
| 8 | Sage Financial Group Inc | – | 23M | $677M | −106K |
| 9 | Captrust Financial Advisors | – | 20.4M | $599M | +180K |
| 10 | Diversified Enterprises, LLC | – | 18.8M | $554M | +631K |
- US Bancorp \de\+27.2M sh+$799M
- Northwestern Mutual Wealth Management Co+3M sh+$88.6M
- Cambridge Investment Research Advisors, Inc.+2.8M sh+$83.8M
- Savant Capital, LLC+2.6M sh+$70.5M
- Koss-Olinger Consulting, LLC+2.3M sh+$68.2M
- Fortress Financial Group, LLC+1.6M sh+$47.5M
- Moneta Group Investment Advisors LLC+1.3M sh+$39.1M
- Jones Financial Companies Lllp+1.2M sh+$33.7M
- Fund Evaluation Group, LLC−869K sh−$25.6M
- Creative Planning−756K sh−$22.3M
- Corient Private Wealth LP−699K sh−$20.6M
- Cerity Partners LLC−681K sh−$20M
- L2 Asset Management, LLC−654K sh−$19.2M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME−648K sh−$19.1M
- BlueStem Wealth Partners, LLC−733K sh−$18.8M
- Curi Capital, LLC−510K sh−$15M
SCHX institutional ownership FAQ
Who owns the most SCHX stock?
In Q2 2026 13F filings the largest holder of SCHX was US Bancorp \de\, followed by Creative Planning and Moneta Group Investment Advisors LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of SCHX is owned by institutions?
1,608 funds reported holding 1.14B SCHX shares at Jun 30, 2026.
Are hedge funds buying SCHX?
In Q2 2026, 688 funds bought SCHX (121 of them new positions) and 606 sold (55 sold out completely). Among well known investors, 1 added and 0 cut. Our fund sentiment for SCHX is bullish.
What is SCHX's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this SCHX 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.