SCHJ

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$24.54

+0.02 (+0.06%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding SCHJ · 2026-Q1 methodology → sources →

126 holders

% of shares outstanding held

—

Shares held (13F)

9,154,385

Reporting holders

126

Top holders

largest 100 of 126 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Hamrick Investment Counsel, llc	742,523742,523	$18M	—	ADD 11%
2	HARTLINE INVESTMENT CORP/	640,325640,325	$16M	—	ADD 11%
3	White Wing Wealth Management	466,818466,818	$12M	—	ADD 9%
4	Columbus Macro, LLC	411,963411,963	$10M	—	TRIM -8%
5	Cetera Investment Advisers	388,794388,794	$10M	—	—
6	ENVESTNET ASSET MANAGEMENT INC	386,207386,207	$10M	—	TRIM -4%
7	Sightline Wealth Advisors, LLC	373,536373,536	$9M	—	ADD 49%
8	Cape Investment Advisory, Inc.	340,246340,246	$8M	—	ADD 5%
9	SlateStone Wealth, LLC	319,788319,788	$8M	—	TRIM -7%
10	Meridian Wealth Management, LLC	293,635293,635	$7M	—	—
11	BANK OF AMERICA CORP /DE/	287,702287,702	$7M	—	ADD 4%
12	Compass Financial Group, INC/SD	215,750215,750	$5M	—	ADD 28%
13	VAN STRUM & TOWNE INC.	212,550212,550	$5M	—	ADD 19%
14	HighTower Advisors, LLC	195,302195,302	$5M	—	ADD 5%
15	Waverly Advisors, LLC	188,438188,438	$5M	—	NEW
16	Kestra Advisory Services, LLC	177,494177,494	$4M	—	TRIM -9%
17	Modera Wealth Management, LLC	167,321167,321	$4M	—	TRIM -21%
18	JANE STREET GROUP, LLC	160,872160,872	$4M	—	ADD 1308%
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	160,822160,822	$4M	—	TRIM -51%
20	Yanni & Associates Investment Advisors, LLC	143,400143,400	$4M	—	ADD 111%
21	FF Advisors,LLC	139,195139,195	$3M	—	NEW
22	MERCER GLOBAL ADVISORS INC /ADV	124,597124,597	$3M	—	TRIM -11%
23	MFG WEALTH MANAGEMENT, INC.	120,914120,914	$3M	—	—
24	White & Co Financial Planning Inc	120,518120,518	$3M	—	ADD 12%
25	Summit Financial, LLC	115,048115,048	$3M	—	TRIM -49%
26	Mariner, LLC	88,77688,776	$2M	—	ADD 10%
27	Brand Asset Management Group, Inc.	83,31383,313	$2M	—	—
28	Sanctuary Advisors, LLC	81,24081,240	$2M	—	—
29	Rosenberg Matthew Hamilton	79,12179,121	$2M	—	—
30	Victrix Investment Advisors	78,32278,322	$2M	—	ADD 9%
31	Foundations Investment Advisors, LLC	77,54677,546	$2M	—	TRIM -34%
32	Creative Planning	77,21677,216	$2M	—	ADD 48%
33	First Financial Group Corp	73,01073,010	$2M	—	ADD 24%
34	Essex LLC	71,57171,571	$2M	—	TRIM -17%
35	Altiora Financial Group, LLC	69,42069,420	$2M	—	—
36	Rossby Financial, LCC	63,05063,050	$2M	—	NEW
37	MONEYWISE, INC.	61,18161,181	$2M	—	ADD 71%
38	Valmark Advisers, Inc.	56,58356,583	$1M	—	ADD 4%
39	Mutual Advisors, LLC	56,34156,341	$1M	—	ADD 7%
40	LPL Financial LLC	56,17156,171	$1M	—	ADD 14%
41	Cannon Financial Strategists, Inc.	54,95854,958	$1M	—	—
42	JPMORGAN CHASE & CO	53,41953,419	$1M	—	ADD 11%
43	Monetary Solutions, Ltd	51,58651,586	$1M	—	—
44	AMERIPRISE FINANCIAL INC	47,31347,313	$1M	—	ADD 3%
45	Calamos Advisors LLC	43,58843,588	$1M	—	TRIM -24%
46	Coordinated Financial Services, Inc.	36,89336,893	$912,180	—	ADD 13%
47	CAHILL FINANCIAL ADVISORS INC	35,47835,478	$877,185	—	TRIM -5%
48	Cerity Partners LLC	34,46634,466	$852,172	—	—
49	Farther Finance Advisors, LLC	34,17734,177	$842,116	—	ADD 40%
50	Seek First Inc.	33,73333,733	$834,039	—	—
51	Compound Planning, Inc.	29,09729,097	$719,406	—	ADD 2%
52	Clearwater Capital Advisors, LLC	27,80027,800	$687,355	—	TRIM -60%
53	Napier Financial, LLC	27,52527,525	$680,557	—	ADD 21%
54	GILPIN WEALTH MANAGEMENT, LLC	27,20027,200	$672,520	—	ADD 9%
55	Rockefeller Capital Management L.P.	24,78924,789	$612,924	—	TRIM -20%
56	Ascentis Independent Advisors	24,27924,279	$600,298	—	ADD 111%
57	UNITED CAPITAL FINANCIAL ADVISORS, LLC	24,03624,036	$594,162	—	—
58	Roundview Capital LLC	23,67623,676	$585,390	—	—
59	Wedmont Private Capital	23,67423,674	$585,219	—	—
60	EverSource Wealth Advisors, LLC	22,74922,749	$562,472	—	ADD 19%
61	Fortis Group Advisors, LLC	20,98020,980	$519,255	—	—
62	OSAIC HOLDINGS, INC.	20,85420,854	$515,744	—	TRIM -9%
63	Charles Schwab Trust Co	20,65120,651	$510,596	—	ADD 20%
64	LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA	19,97119,971	$494,000	—	—
65	Christensen, King & Associates Investment Services, Inc.	19,34919,349	$478,394	—	ADD 17%
66	RCS Financial Planning, LLC	19,24119,241	$475,734	—	ADD 80%
67	Focus Partners Advisor Solutions, LLC	18,88818,888	$467,006	—	TRIM -6%
68	Cambridge Investment Research Advisors, Inc.	18,60718,607	$460,000	—	TRIM -69%
69	CLIENT 1ST ADVISORY GROUP, LLC	17,38017,380	$429,721	—	—
70	Steele Capital Management, Inc.	17,26417,264	$426,859	—	NEW
71	BENNETT SELBY INVESTMENTS LP	16,25316,253	$401,855	—	ADD 4%
72	Concurrent Investment Advisors, LLC	16,09716,097	$397,998	—	TRIM -12%
73	Corient Private Wealth LLC	15,29315,293	$378,123	—	TRIM -50%
74	COMMONWEALTH EQUITY SERVICES, LLC	14,55814,558	$359,960	—	ADD 70%
75	CAPTRUST FINANCIAL ADVISORS	14,15914,159	$350,091	—	ADD 9%
76	Lodestone Wealth Management LLC	13,87013,870	$342,936	—	—
77	D.B. Root & Company, LLC	13,66913,669	$337,966	—	ADD 46%
78	FDx Advisors, Inc.	13,09213,092	$324,000	—	—
79	Savvy Advisors, Inc.	12,53912,539	$310,027	—	ADD 12%
80	Mayflower Financial Advisors, LLC	11,96311,963	$295,784	—	ADD 10%
81	Focus Financial Network, Inc.	11,37911,379	$281,340	—	TRIM -9%
82	PEAPACK GLADSTONE FINANCIAL CORP	11,22011,220	$277,000	—	—
83	Integrated Wealth Concepts LLC	10,97510,975	$271,361	—	ADD 21%
84	Beacon Pointe Advisors, LLC	10,77610,776	$266,433	—	—
85	Northstar Advisory Group, LLC	9,3439,343	$231,006	—	—
86	BURLING WEALTH PARTNERS, LLC	9,2409,240	$228,459	—	—
87	AMARA FINANCIAL, LLC.	9,2139,213	$227,801	—	NEW
88	Betterment LLC	9,0409,040	$224,000	—	TRIM -58%
89	Kovack Advisors, Inc.	8,8828,882	$218,852	—	NEW
90	SouthState Bank Corp	8,4578,457	$209,110	—	NEW
91	Global Trust Asset Management, LLC	7,0007,000	$173,075	—	TRIM -13%
92	Wilmington Savings Fund Society, FSB	6,7506,750	$166,894	—	—
93	Parallel Advisors, LLC	5,9985,998	$148,301	—	—
94	HARBOUR INVESTMENTS, INC.	5,5535,553	$137,298	—	ADD 4%
95	Team Financial Group, LLC	5,5265,526	$136,630	—	NEW
96	FMR LLC	4,9964,996	$123,533	—	ADD 1284%
97	Aptus Capital Advisors, LLC	4,0614,061	$100,408	—	—
98	JDM Financial Group LLC	4,0124,012	$99,197	—	NEW
99	HOWE & RUSLING INC	2,6862,686	$66,412	—	—
100	Ancora Advisors LLC	2,6022,602	$64,334	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Hamrick Investment Counsel, llc

—

666K

743K

$18M

HARTLINE INVESTMENT CORP/

—

19K

577K

640K

$16M

White Wing Wealth Management

304K

316K

324K

345K

427K

467K

$12M

Columbus Macro, LLC

439K

435K

427K

434K

446K

412K

$10M

Cetera Investment Advisers

342K

331K

312K

335K

386K

389K

$10M

ENVESTNET ASSET MANAGEMENT INC

401K

394K

375K

378K

401K

386K

$10M

Sightline Wealth Advisors, LLC

85K

65K

139K

250K

374K

$9M

Cape Investment Advisory, Inc.

177K

179K

184K

—

324K

340K

$8M

SlateStone Wealth, LLC

152K

196K

233K

207K

342K

320K

$8M

Meridian Wealth Management, LLC

316K

363K

373K

396K

295K

294K

$7M

BANK OF AMERICA CORP /DE/

340K

279K

249K

265K

277K

288K

$7M

Compass Financial Group, INC/SD

76K

105K

125K

149K

168K

216K

$5M

VAN STRUM & TOWNE INC.

126K

127K

163K

164K

178K

213K

$5M

HighTower Advisors, LLC

145K

152K

186K

195K

$5M

Waverly Advisors, LLC

—

188K

$5M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	126	9,154,385	—	$226M
2025-Q4	126	8,777,968	—	$219M
2025-Q3	113	6,690,032	—	$167M
2025-Q2	121	6,540,419	—	$162M
2025-Q1	117	6,742,900	—	$166M
2024-Q4	109	7,043,385	—	$172M
2024-Q3	103	3,277,334	—	$157M
2024-Q2	89	4,449,917	—	$215M
2024-Q1	89	4,398,172	—	$212M
2023-Q4	90	4,407,101	—	$213M
2023-Q3	76	3,583,507	—	$168M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding SCHJ · 2026-Q1 methodology → sources →

126 holders

% of shares outstanding held

—

Shares held (13F)

9,154,385

Reporting holders

126

Top holders

largest 100 of 126 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Hamrick Investment Counsel, llc	742,523742,523	$18M	—	ADD 11%
2	HARTLINE INVESTMENT CORP/	640,325640,325	$16M	—	ADD 11%
3	White Wing Wealth Management	466,818466,818	$12M	—	ADD 9%
4	Columbus Macro, LLC	411,963411,963	$10M	—	TRIM -8%
5	Cetera Investment Advisers	388,794388,794	$10M	—	—
6	ENVESTNET ASSET MANAGEMENT INC	386,207386,207	$10M	—	TRIM -4%
7	Sightline Wealth Advisors, LLC	373,536373,536	$9M	—	ADD 49%
8	Cape Investment Advisory, Inc.	340,246340,246	$8M	—	ADD 5%
9	SlateStone Wealth, LLC	319,788319,788	$8M	—	TRIM -7%
10	Meridian Wealth Management, LLC	293,635293,635	$7M	—	—
11	BANK OF AMERICA CORP /DE/	287,702287,702	$7M	—	ADD 4%
12	Compass Financial Group, INC/SD	215,750215,750	$5M	—	ADD 28%
13	VAN STRUM & TOWNE INC.	212,550212,550	$5M	—	ADD 19%
14	HighTower Advisors, LLC	195,302195,302	$5M	—	ADD 5%
15	Waverly Advisors, LLC	188,438188,438	$5M	—	NEW
16	Kestra Advisory Services, LLC	177,494177,494	$4M	—	TRIM -9%
17	Modera Wealth Management, LLC	167,321167,321	$4M	—	TRIM -21%
18	JANE STREET GROUP, LLC	160,872160,872	$4M	—	ADD 1308%
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	160,822160,822	$4M	—	TRIM -51%
20	Yanni & Associates Investment Advisors, LLC	143,400143,400	$4M	—	ADD 111%
21	FF Advisors,LLC	139,195139,195	$3M	—	NEW
22	MERCER GLOBAL ADVISORS INC /ADV	124,597124,597	$3M	—	TRIM -11%
23	MFG WEALTH MANAGEMENT, INC.	120,914120,914	$3M	—	—
24	White & Co Financial Planning Inc	120,518120,518	$3M	—	ADD 12%
25	Summit Financial, LLC	115,048115,048	$3M	—	TRIM -49%
26	Mariner, LLC	88,77688,776	$2M	—	ADD 10%
27	Brand Asset Management Group, Inc.	83,31383,313	$2M	—	—
28	Sanctuary Advisors, LLC	81,24081,240	$2M	—	—
29	Rosenberg Matthew Hamilton	79,12179,121	$2M	—	—
30	Victrix Investment Advisors	78,32278,322	$2M	—	ADD 9%
31	Foundations Investment Advisors, LLC	77,54677,546	$2M	—	TRIM -34%
32	Creative Planning	77,21677,216	$2M	—	ADD 48%
33	First Financial Group Corp	73,01073,010	$2M	—	ADD 24%
34	Essex LLC	71,57171,571	$2M	—	TRIM -17%
35	Altiora Financial Group, LLC	69,42069,420	$2M	—	—
36	Rossby Financial, LCC	63,05063,050	$2M	—	NEW
37	MONEYWISE, INC.	61,18161,181	$2M	—	ADD 71%
38	Valmark Advisers, Inc.	56,58356,583	$1M	—	ADD 4%
39	Mutual Advisors, LLC	56,34156,341	$1M	—	ADD 7%
40	LPL Financial LLC	56,17156,171	$1M	—	ADD 14%
41	Cannon Financial Strategists, Inc.	54,95854,958	$1M	—	—
42	JPMORGAN CHASE & CO	53,41953,419	$1M	—	ADD 11%
43	Monetary Solutions, Ltd	51,58651,586	$1M	—	—
44	AMERIPRISE FINANCIAL INC	47,31347,313	$1M	—	ADD 3%
45	Calamos Advisors LLC	43,58843,588	$1M	—	TRIM -24%
46	Coordinated Financial Services, Inc.	36,89336,893	$912,180	—	ADD 13%
47	CAHILL FINANCIAL ADVISORS INC	35,47835,478	$877,185	—	TRIM -5%
48	Cerity Partners LLC	34,46634,466	$852,172	—	—
49	Farther Finance Advisors, LLC	34,17734,177	$842,116	—	ADD 40%
50	Seek First Inc.	33,73333,733	$834,039	—	—
51	Compound Planning, Inc.	29,09729,097	$719,406	—	ADD 2%
52	Clearwater Capital Advisors, LLC	27,80027,800	$687,355	—	TRIM -60%
53	Napier Financial, LLC	27,52527,525	$680,557	—	ADD 21%
54	GILPIN WEALTH MANAGEMENT, LLC	27,20027,200	$672,520	—	ADD 9%
55	Rockefeller Capital Management L.P.	24,78924,789	$612,924	—	TRIM -20%
56	Ascentis Independent Advisors	24,27924,279	$600,298	—	ADD 111%
57	UNITED CAPITAL FINANCIAL ADVISORS, LLC	24,03624,036	$594,162	—	—
58	Roundview Capital LLC	23,67623,676	$585,390	—	—
59	Wedmont Private Capital	23,67423,674	$585,219	—	—
60	EverSource Wealth Advisors, LLC	22,74922,749	$562,472	—	ADD 19%
61	Fortis Group Advisors, LLC	20,98020,980	$519,255	—	—
62	OSAIC HOLDINGS, INC.	20,85420,854	$515,744	—	TRIM -9%
63	Charles Schwab Trust Co	20,65120,651	$510,596	—	ADD 20%
64	LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA	19,97119,971	$494,000	—	—
65	Christensen, King & Associates Investment Services, Inc.	19,34919,349	$478,394	—	ADD 17%
66	RCS Financial Planning, LLC	19,24119,241	$475,734	—	ADD 80%
67	Focus Partners Advisor Solutions, LLC	18,88818,888	$467,006	—	TRIM -6%
68	Cambridge Investment Research Advisors, Inc.	18,60718,607	$460,000	—	TRIM -69%
69	CLIENT 1ST ADVISORY GROUP, LLC	17,38017,380	$429,721	—	—
70	Steele Capital Management, Inc.	17,26417,264	$426,859	—	NEW
71	BENNETT SELBY INVESTMENTS LP	16,25316,253	$401,855	—	ADD 4%
72	Concurrent Investment Advisors, LLC	16,09716,097	$397,998	—	TRIM -12%
73	Corient Private Wealth LLC	15,29315,293	$378,123	—	TRIM -50%
74	COMMONWEALTH EQUITY SERVICES, LLC	14,55814,558	$359,960	—	ADD 70%
75	CAPTRUST FINANCIAL ADVISORS	14,15914,159	$350,091	—	ADD 9%
76	Lodestone Wealth Management LLC	13,87013,870	$342,936	—	—
77	D.B. Root & Company, LLC	13,66913,669	$337,966	—	ADD 46%
78	FDx Advisors, Inc.	13,09213,092	$324,000	—	—
79	Savvy Advisors, Inc.	12,53912,539	$310,027	—	ADD 12%
80	Mayflower Financial Advisors, LLC	11,96311,963	$295,784	—	ADD 10%
81	Focus Financial Network, Inc.	11,37911,379	$281,340	—	TRIM -9%
82	PEAPACK GLADSTONE FINANCIAL CORP	11,22011,220	$277,000	—	—
83	Integrated Wealth Concepts LLC	10,97510,975	$271,361	—	ADD 21%
84	Beacon Pointe Advisors, LLC	10,77610,776	$266,433	—	—
85	Northstar Advisory Group, LLC	9,3439,343	$231,006	—	—
86	BURLING WEALTH PARTNERS, LLC	9,2409,240	$228,459	—	—
87	AMARA FINANCIAL, LLC.	9,2139,213	$227,801	—	NEW
88	Betterment LLC	9,0409,040	$224,000	—	TRIM -58%
89	Kovack Advisors, Inc.	8,8828,882	$218,852	—	NEW
90	SouthState Bank Corp	8,4578,457	$209,110	—	NEW
91	Global Trust Asset Management, LLC	7,0007,000	$173,075	—	TRIM -13%
92	Wilmington Savings Fund Society, FSB	6,7506,750	$166,894	—	—
93	Parallel Advisors, LLC	5,9985,998	$148,301	—	—
94	HARBOUR INVESTMENTS, INC.	5,5535,553	$137,298	—	ADD 4%
95	Team Financial Group, LLC	5,5265,526	$136,630	—	NEW
96	FMR LLC	4,9964,996	$123,533	—	ADD 1284%
97	Aptus Capital Advisors, LLC	4,0614,061	$100,408	—	—
98	JDM Financial Group LLC	4,0124,012	$99,197	—	NEW
99	HOWE & RUSLING INC	2,6862,686	$66,412	—	—
100	Ancora Advisors LLC	2,6022,602	$64,334	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Hamrick Investment Counsel, llc

—

666K

743K

$18M

HARTLINE INVESTMENT CORP/

—

19K

577K

640K

$16M

White Wing Wealth Management

304K

316K

324K

345K

427K

467K

$12M

Columbus Macro, LLC

439K

435K

427K

434K

446K

412K

$10M

Cetera Investment Advisers

342K

331K

312K

335K

386K

389K

$10M

ENVESTNET ASSET MANAGEMENT INC

401K

394K

375K

378K

401K

386K

$10M

Sightline Wealth Advisors, LLC

85K

65K

139K

250K

374K

$9M

Cape Investment Advisory, Inc.

177K

179K

184K

—

324K

340K

$8M

SlateStone Wealth, LLC

152K

196K

233K

207K

342K

320K

$8M

Meridian Wealth Management, LLC

316K

363K

373K

396K

295K

294K

$7M

BANK OF AMERICA CORP /DE/

340K

279K

249K

265K

277K

288K

$7M

Compass Financial Group, INC/SD

76K

105K

125K

149K

168K

216K

$5M

VAN STRUM & TOWNE INC.

126K

127K

163K

164K

178K

213K

$5M

HighTower Advisors, LLC

145K

152K

186K

195K

$5M

Waverly Advisors, LLC

—

188K

$5M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	126	9,154,385	—	$226M
2025-Q4	126	8,777,968	—	$219M
2025-Q3	113	6,690,032	—	$167M
2025-Q2	121	6,540,419	—	$162M
2025-Q1	117	6,742,900	—	$166M
2024-Q4	109	7,043,385	—	$172M
2024-Q3	103	3,277,334	—	$157M
2024-Q2	89	4,449,917	—	$215M
2024-Q1	89	4,398,172	—	$212M
2023-Q4	90	4,407,101	—	$213M
2023-Q3	76	3,583,507	—	$168M

Short interest has its own tab now — open SI →

SCHJ☆

Institutional ownership· 13F filers holding SCHJ · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding SCHJ · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

SCHJ