% of shares outstanding is not shown for SCHX: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for SCHX in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
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 | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| US BANCORP \DE\ | 206.4M | 217.2M | 206.4M | 205.7M | 201.1M | 145.1M | $3.7B |
| Creative Planning | 82.5M | 82.7M | 81.6M | 80.7M | 83.8M | 82.3M | $2.1B |
| HBK Sorce Advisory LLC | 32.1M | 33.0M | 33.5M | 34.0M | 34.5M | 34.9M | $1.0B |
| MONETA GROUP INVESTMENT ADVISORS LLC | 26.2M | 31.2M | 33.0M | 34.8M | 35.8M | 37.4M | $958M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20.8M | 24.5M | 27.8M | 29.4M | 31.0M | 34.8M | $893M |
| SEI INVESTMENTS CO | 35.2M | 34.8M | 36.0M | 31.4M | 31.0M | 32.5M | $834M |
| Betterment LLC | 6.0M | 13.2M | 18.7M | 18.1M | 18.1M | 28.6M | $733M |
| SAGE FINANCIAL GROUP INC | 24.9M | 25.3M | 24.8M | 25.0M | 23.8M | 23.1M | $593M |
| CAPTRUST FINANCIAL ADVISORS | 2.3M | 17.8M | 18.2M | 18.5M | 19.5M | 20.2M | $517M |
| Cerity Partners LLC | 18.5M | 18.7M | 18.7M | 18.9M | 19.0M | 19.2M | $492M |
| Diversified Enterprises, LLC | 14.9M | 15.4M | 16.3M | 16.5M | 17.0M | 18.2M | $466M |
| HighTower Advisors, LLC | 11.0M | 14.0M | 14.3M | 14.2M | 14.1M | 14.0M | $359M |
| JANUS HENDERSON GROUP PLC | 10.9M | 11.0M | 10.8M | 11.4M | 12.4M | 12.3M | $316M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 17.5M | 16.6M | 19.6M | 19.4M | 19.1M | 11.0M | $285M |
| Koss-Olinger Consulting, LLC | 9.8M | 9.9M | 9.5M | 9.4M | 10.0M | 10.5M | $269M |
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.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
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.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Betterment LLC | +10,450,588 | $268M | ADD |
| UBS Group AG | +8,311,474 | $213M | ADD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +3,824,596 | $98M | ADD |
| MORGAN STANLEY | +2,599,616 | $67M | ADD |
| Scarborough Advisors, LLC | +2,359,231 | $60M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| US BANCORP \DE\ | −56,024,741 | $1.4B | TRIM |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | −8,076,252 | $207M | TRIM |
| Corient Private Wealth LLC | −4,366,960 | $112M | TRIM |
| Creative Planning | −1,542,288 | $40M | — |
| BlueSky Wealth Advisors, LLC | −1,330,182 | $34M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 1,522 | 1,087,321,055 | — | $28.0B |
| 2025-Q4 | 1,548 | 1,120,236,321 | — | $30.2B |
| 2025-Q3 | 1,438 | 1,091,642,983 | — | $28.7B |
| 2025-Q2 | 1,401 | 1,093,220,857 | — | $26.7B |
| 2025-Q1 | 1,351 | 1,114,008,679 | — | $24.6B |
| 2024-Q4 | 1,359 | 1,076,032,118 | — | $25.0B |
| 2024-Q3 | 1,246 | 336,320,085 | — | $20.7B |
| 2024-Q2 | 1,218 | 436,046,334 | — | $28.0B |
| 2024-Q1 | 1,187 | 419,370,001 | — | $26.0B |
| 2023-Q4 | 1,164 | 462,469,992 | — | $24.8B |
| 2023-Q3 | 1,043 | 418,202,992 | — | $21.2B |
| 2023-Q2 | 1,070 | 416,972,316 | — | $21.8B |
| 2023-Q1 | 1,038 | 434,530,199 | — | $21.0B |
| 2022-Q4 | 1,033 | 444,409,132 | — | $20.2B |
| 2022-Q3 | 959 | 425,576,293 | — | $18.1B |
| 2022-Q2 | 967 | 392,789,850 | — | $17.6B |
| 2022-Q1 | 984 | 413,204,864 | — | $22.4B |
| 2021-Q4 | 991 | 200,235,147 | — | $22.8B |
| 2021-Q3 | 868 | 193,838,348 | — | $20.2B |
| 2021-Q2 | 872 | 190,218,620 | — | $19.8B |
| 2021-Q1 | 836 | 183,911,656 | — | $17.6B |
| 2020-Q4 | 808 | 178,767,956 | — | $16.3B |
| 2020-Q3 | 733 | 175,054,816 | — | $14.1B |
| 2020-Q2 | 726 | 172,014,984 | — | $12.8B |
| 2020-Q1 | 700 | 163,695,915 | — | $9.7B |
| 2019-Q4 | 728 | 156,609,858 | — | $11.9B |
| 2019-Q3 | 633 | 152,972,688 | — | $10.9B |
| 2019-Q2 | 613 | 138,178,878 | — | $9.7B |
| 2019-Q1 | 599 | 127,183,394 | — | $8.6B |
| 2018-Q4 | 584 | 128,929,570 | — | $7.8B |
| 2018-Q3 | 510 | 117,960,086 | — | $8.2B |
| 2018-Q2 | 488 | 98,384,674 | — | $6.4B |
| 2018-Q1 | 457 | 93,968,861 | — | $5.9B |
| 2017-Q4 | 452 | 89,016,406 | — | $5.7B |
| 2017-Q3 | 378 | 80,220,343 | — | $4.8B |
| 2017-Q2 | 361 | 71,074,308 | — | $4.1B |
| 2017-Q1 | 340 | 64,699,230 | — | $3.6B |
| 2016-Q4 | 322 | 58,088,851 | — | $3.1B |
| 2016-Q3 | 278 | 47,237,944 | — | $2.5B |
| 2016-Q2 | 267 | 42,872,630 | — | $2.1B |
| 2016-Q1 | 254 | 40,801,506 | — | $2.0B |
| 2015-Q4 | 245 | 36,189,236 | — | $1.8B |
| 2015-Q3 | 206 | 30,350,576 | — | $1.4B |
| 2015-Q2 | 203 | 27,956,542 | — | $1.4B |
| 2015-Q1 | 195 | 22,720,890 | — | $1.1B |
| 2014-Q4 | 182 | 22,355,912 | — | $1.1B |
| 2014-Q3 | 152 | 19,135,936 | — | $899M |
| 2014-Q2 | 149 | 18,430,785 | — | $863M |
| 2014-Q1 | 135 | 16,657,072 | — | $745M |
| 2013-Q4 | 122 | 14,938,378 | — | $658M |
| 2013-Q3 | 96 | 10,945,697 | — | $440M |
| 2013-Q2 | 83 | 11,217,056 | — | $428M |
| 2013-Q1 | 2 | 15,462 | — | $577,000 |
