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

297 institutions reported holding $1.18B of SCHI (SCHI) in SEC 13F filings for 2026-06-30. Largest institutional holders: CAPTRUST FINANCIAL ADVISORS ($198.5M), RiverFront Investment Group, LLC ($192.1M), ENVESTNET ASSET MANAGEMENT INC ($163.8M), RAYMOND JAMES FINANCIAL INC ($56.4M), ALLSTATE CORP ($41.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	CAPTRUST FINANCIAL ADVISORS	$198.5M	8.8M	Added
2	RiverFront Investment Group, LLC	$192.1M	8.5M	Added
3	ENVESTNET ASSET MANAGEMENT INC	$163.8M	7.2M	Added
4	RAYMOND JAMES FINANCIAL INC	$56.4M	2.5M	Trimmed
5	ALLSTATE CORP	$41.7M	1.8M	New
6	AMERIPRISE FINANCIAL INC	$29.5M	1.3M	Trimmed
7	Royal Bank of Canada	$28.3M	1.2M	Added
8	Bouchey Financial Group Ltd	$26.1M	1.2M	Trimmed
9	Permanens Capital L.P.	$24.9M	1.1M	Trimmed
10	CITADEL ADVISORS LLC	$22.8M	1.0M	Added
11	BANK OF AMERICA CORP /DE/	$19.5M	859,621	Trimmed
12	Janney Montgomery Scott LLC	$16.8M	743,980	Trimmed
13	L2 Asset Management, LLC	$15.1M	665,705	Trimmed
14	WestHill Financial Advisors, Inc.	$14.8M	652,028	Added
15	STIFEL FINANCIAL CORP	$12.7M	559,090	Added
16	LPL Financial LLC	$11.8M	521,044	Added
17	Charles Schwab Trust Co	$11.8M	520,480	Added
18	VAN STRUM & TOWNE INC.	$11.4M	504,007	Trimmed
19	OGOREK ANTHONY JOSEPH /NY/ /ADV	$10.7M	473,448	Added
20	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$9.9M	438,376	New
21	Cetera Investment Advisers	$9.7M	428,440	Added
22	White & Co Financial Planning Inc	$9.7M	427,382	Added
23	FF Advisors,LLC	$9.1M	400,463	Added
24	WT Wealth Management	$8.7M	385,866	Added
25	Kaizen Financial Strategies	$8.4M	370,730	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30