Who Owns SCHA (SCHA)? -- Institutional Holders (2026-06-30)

1,393 institutions reported holding $9.05B of SCHA (SCHA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Empower Advisory Group, LLC ($1.36B), SEI INVESTMENTS CO ($502.5M), BANK OF AMERICA CORP /DE/ ($496.9M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($220.4M), Creative Planning ($212.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Empower Advisory Group, LLC$1.36B37.7MAdded
2SEI INVESTMENTS CO$502.5M13.9MTrimmed
3BANK OF AMERICA CORP /DE/$496.9M13.8MTrimmed
4NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$220.4M6.1MAdded
5Creative Planning$212.2M5.9MTrimmed
6UBS Group AG$186.8M5.2MAdded
7Financial Engines Advisors L.L.C.$151.4M4.2MTrimmed
8Advisory Alpha, LLC$137.2M3.8MTrimmed
9Cerity Partners LLC$136.2M4.0MAdded
10Mariner, LLC$118.8M3.3MTrimmed
11WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$97.4M2.8MAdded
12LPL Financial LLC$95.4M2.6MTrimmed
13Savant Capital, LLC$95.0M2.9MAdded
14Steele Capital Management, Inc.$82.2M2.3MAdded
15MONETA GROUP INVESTMENT ADVISORS LLC$75.5M2.1MAdded
16JONES FINANCIAL COMPANIES LLLP$75.2M2.1MAdded
17MERCER GLOBAL ADVISORS INC /ADV$73.4M2.0MAdded
18VANTAGEPOINT INVESTMENT ADVISERS LLC$73.2M2.0MHold
19OSAIC HOLDINGS, INC.$68.7M1.9MAdded
20Betterment LLC$63.4M1.8MTrimmed
21SIMS INVESTMENT MANAGEMENT, LLC$62.7M1.7MTrimmed
22NEW YORK LIFE INVESTMENT MANAGEMENT LLC$61.2M1.7MTrimmed
23ENVESTNET ASSET MANAGEMENT INC$60.5M1.7MAdded
24Focus Partners Wealth$60.3M1.7MAdded
25CoreCap Advisors, LLC$59.9M1.7MAdded

来源：SEC 13F 申报文件 · 截至 2026-06-30