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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
150 top institutions tracked
Last 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
1,609 filers reported a long position in SCHX for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| US BANCORP \DE\ | $5.1B | 172.2M | +18.7% |
| Creative Planning | $2.4B | 81.5M | -0.9% |
| MONETA GROUP INVESTMENT ADVISORS LLC | $1.1B | 38.7M | +3.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.1B | 37.8M | +8.6% |
| HBK Sorce Advisory LLC | $1.1B | 35.2M | +0.9% |
| SEI INVESTMENTS CO | $950.6M | 32.3M | -0.7% |
| Betterment LLC | $842.5M | 28.6M | +0.1% |
| SAGE FINANCIAL GROUP INC | $677M | 23M | -0.5% |
| CAPTRUST FINANCIAL ADVISORS | $599.3M | 20.4M | +0.9% |
| Diversified Enterprises, LLC | $553.8M | 18.8M | +3.5% |
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