SCHL — Institutional owners (13F)

239 filers · $827.5M total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
BlackRock, Inc. $120,724,244 2,624,440 14.59% Shares
DIMENSIONAL FUND ADVISORS LP $79,658,927 1,731,705 9.63% Shares
VANGUARD GROUP INC $47,229,657 1,593,981 5.71% Shares
AMERICAN CENTURY COMPANIES INC $38,591,792 838,952 4.66% Shares
STATE STREET CORP $31,172,866 677,671 3.77% Shares
Bragg Financial Advisors, Inc $30,923,362 672,247 3.74% Shares
VANGUARD CAPITAL MANAGEMENT LLC $29,281,852 636,562 3.54% Shares
Invesco Ltd. $27,075,094 588,589 3.27% Shares
GEODE CAPITAL MANAGEMENT, LLC $26,436,260 574,612 3.19% Shares
Allianz Asset Management GmbH $25,369,230 551,505 3.07% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $22,204,384 482,704 2.68% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $21,225,688 461,428 2.57% Shares
Qube Research & Technologies Ltd $18,828,720 409,320 2.28% Shares
ALLIANCEBERNSTEIN L.P. $14,522,508 371,800 1.76% Shares
MORGAN STANLEY $13,999,084 304,326 1.69% Shares
AQR CAPITAL MANAGEMENT LLC $13,224,012 287,479 1.60% Shares
UBS Group AG $12,295,892 267,302 1.49% Shares
Empowered Funds, LLC $11,662,196 253,526 1.41% Shares
Bank of New York Mellon Corp $11,417,263 248,201 1.38% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $11,083,056 240,936 1.34% Shares
JANE STREET GROUP, LLC $11,001,038 239,153 1.33% Shares
JACOBS LEVY EQUITY MANAGEMENT, INC $10,605,714 230,559 1.28% Shares
HENNESSY ADVISORS INC $10,442,000 227,000 1.26% Shares
BRANDES INVESTMENT PARTNERS, LP $8,972,898 195,063 1.08% Shares
NORTHERN TRUST CORP $8,286,026 180,131 1.00% Shares
TOWLE & CO $7,228,026 157,131 0.87% Shares
PRINCIPAL FINANCIAL GROUP INC $6,812,416 148,096 0.82% Shares
GOLDMAN SACHS GROUP INC $6,677,515 145,163 0.81% Shares
JPMORGAN CHASE & CO $5,937,172 128,789 0.72% Shares
Trexquant Investment LP $5,510,294 119,789 0.67% Shares
Public Sector Pension Investment Board $5,343,314 116,159 0.65% Shares
VANGUARD FIDUCIARY TRUST CO $4,827,010 104,935 0.58% Shares
Nuveen, LLC $4,398,343 95,617 0.53% Shares
MILLENNIUM MANAGEMENT LLC $4,389,136 95,416 0.53% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $4,379,200 95,200 0.53% Call option
Creative Planning $4,246,914 92,324 0.51% Shares
MARSHALL WACE, LLP $3,966,764 86,234 0.48% Shares
CAXTON ASSOCIATES LLP $3,704,288 80,528 0.45% Shares
AMERIPRISE FINANCIAL INC $3,602,536 78,316 0.44% Shares
Robeco Institutional Asset Management B.V. $3,483,258 75,723 0.42% Shares
FRANKLIN RESOURCES INC $3,089,958 67,173 0.37% Shares
Y-Intercept (Hong Kong) Ltd $2,872,378 62,443 0.35% Shares
PICTON MAHONEY ASSET MANAGEMENT $2,571,907 55,911 0.31% Shares
RHUMBLINE ADVISERS $2,456,216 53,396 0.30% Shares
Campbell & CO Investment Adviser LLC $2,376,222 51,657 0.29% Shares
Balyasny Asset Management L.P. $2,194,108 47,698 0.27% Shares
SEI INVESTMENTS CO $2,098,340 45,616 0.25% Shares
BANK OF AMERICA CORP /DE/ $2,058,546 44,751 0.25% Shares
SEGALL BRYANT & HAMILL, LLC $2,004,358 43,573 0.24% Shares
CITADEL ADVISORS LLC $1,884,620 40,970 0.23% Shares
STATE OF WISCONSIN INVESTMENT BOARD $1,861,574 40,469 0.22% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1,831,055 46,878 0.22% Shares
Legal & General Group Plc $1,774,497 38,576 0.21% Shares
Jain Global LLC $1,763,134 38,329 0.21% Shares
Brandywine Global Investment Management, LLC $1,757,059 59,300 0.21% Shares
ExodusPoint Capital Management, LP $1,706,278 37,093 0.21% Shares
IEQ CAPITAL, LLC $1,623,141 35,286 0.20% Shares
LMR Partners LLP $1,619,200 35,200 0.20% Put option
Quantinno Capital Management LP $1,613,772 35,081 0.20% Shares
D. E. Shaw & Co., Inc. $1,552,914 33,759 0.19% Shares
TWO SIGMA INVESTMENTS, LP $1,545,186 33,591 0.19% Shares
Weiss Asset Management LP $1,404,150 30,525 0.17% Shares
BNP PARIBAS FINANCIAL MARKETS $1,396,468 30,358 0.17% Shares
CAPITAL FUND MANAGEMENT S.A. $1,386,118 30,133 0.17% Shares
VIRGINIA RETIREMENT SYSTEMS ET Al $1,372,962 29,847 0.17% Shares
MACKENZIE FINANCIAL CORP $1,357,920 29,520 0.16% Shares
Point72 Asset Management, L.P. $1,302,812 28,322 0.16% Shares
Cambria Investment Management, L.P. $1,299,178 28,243 0.16% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,287,126 27,981 0.16% Shares
Swiss National Bank $1,278,800 27,800 0.15% Shares
HSBC HOLDINGS PLC $1,236,259 26,534 0.15% Shares
FMR LLC $1,182,787 25,713 0.14% Shares
Gotham Asset Management, LLC $1,162,006 25,261 0.14% Shares
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $1,049,582 22,817 0.13% Shares
Aquatic Capital Management LLC $970,140 21,090 0.12% Shares
PRUDENTIAL FINANCIAL INC $917,010 19,935 0.11% Shares
NISA INVESTMENT ADVISORS, LLC $879,106 19,111 0.11% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $871,608 18,948 0.11% Shares
WELLS FARGO & COMPANY/MN $870,499 18,924 0.11% Shares
XTX Topco Ltd $838,212 18,222 0.10% Shares
Vanguard Global Advisers, LLC $810,382 17,617 0.10% Shares
STRS OHIO $795,800 17,300 0.10% Shares
Steward Partners Investment Advisory, LLC $764,949 16,629 0.09% Shares
DEUTSCHE BANK AG\ $760,150 16,525 0.09% Shares
CWM, LLC $739,601 18,935 0.09% Shares
BAILARD, INC. $713,000 15,500 0.09% Shares
IBEX WEALTH ADVISORS $696,440 15,140 0.08% Shares
Vident Advisory, LLC $694,692 15,102 0.08% Shares
TEACHER RETIREMENT SYSTEM OF TEXAS $689,770 14,995 0.08% Shares
INTECH INVESTMENT MANAGEMENT LLC $677,534 14,729 0.08% Shares
Blueshift Asset Management, LLC $661,618 14,383 0.08% Shares
Mutual Advisors, LLC $658,996 14,326 0.08% Shares
CenterBook Partners LP $644,506 14,011 0.08% Shares
FIRST FOUNDATION ADVISORS $619,666 13,471 0.07% Shares
Russell Investments Group, Ltd. $612,882 13,323 0.07% Shares
Sanctuary Advisors, LLC $605,484 13,163 0.07% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $601,271 13,206 0.07% Shares
Pathstone Holdings, LLC $568,836 12,366 0.07% Shares
Engineers Gate Manager LP $548,182 11,917 0.07% Shares
Inspire Investing, LLC $517,192 13,241 0.06% Shares
BARCLAYS PLC $516,258 11,223 0.06% Shares
CITIGROUP INC $511,244 11,114 0.06% Shares
FIRST TRUST ADVISORS LP $493,764 10,734 0.06% Shares
Bridgefront Capital, LLC $490,912 10,672 0.06% Shares
ROYAL BANK OF CANADA $482,000 10,481 0.06% Shares
Corient Private Wealth LP $479,872 10,432 0.06% Shares
Skopos Labs, Inc. $458,501 11,739 0.06% Shares
Illinois Municipal Retirement Fund $447,764 9,734 0.05% Shares
VANGUARD ASSET MANAGEMENT, Ltd $433,504 9,424 0.05% Shares
LPL Financial LLC $431,121 9,372 0.05% Shares
MetLife Investment Management, LLC $412,482 8,967 0.05% Shares
Quent Capital, LLC $400,200 8,700 0.05% Shares
Arax Advisory Partners $388,838 8,453 0.05% Shares
TWO SIGMA ADVISERS, LP $385,190 13,000 0.05% Shares
AlphaQuest LLC $384,360 12,972 0.05% Shares
Brevan Howard Capital Management LP $362,250 7,875 0.04% Shares
Freestone Grove Partners LP $356,500 7,750 0.04% Shares
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $355,948 7,738 0.04% Shares
MARTINGALE ASSET MANAGEMENT L P $345,000 7,500 0.04% Shares
BTG Pactual Asset Management US LLC $333,316 7,246 0.04% Shares
Louisiana State Employees Retirement System $331,200 7,200 0.04% Shares
MERCER GLOBAL ADVISORS INC /ADV $326,876 7,106 0.04% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $322,782 7,017 0.04% Shares
Atria Investments, Inc $319,654 6,949 0.04% Shares
BANK OF MONTREAL /CAN/ $318,688 6,928 0.04% Shares
Cornerstone Investment Partners, LLC $312,202 6,787 0.04% Shares
Sterling Capital Management LLC $307,786 6,691 0.04% Shares
R Squared Ltd $306,820 6,670 0.04% Shares
Zurcher Kantonalbank (Zurich Cantonalbank) $304,658 6,623 0.04% Shares
JANUS HENDERSON GROUP PLC $296,430 7,592 0.04% Shares
Jump Financial, LLC $276,644 6,014 0.03% Shares
Wellington Shields Capital Management, LLC $276,000 6,000 0.03% Shares
Vanguard Personalized Indexing Management, LLC $267,168 5,808 0.03% Shares
Police & Firemen's Retirement System of New Jersey $265,880 5,780 0.03% Shares
RAYMOND JAMES FINANCIAL INC $264,458 5,749 0.03% Shares
Centiva Capital, LP $264,454 5,749 0.03% Shares
CAPTRUST FINANCIAL ADVISORS $262,982 5,717 0.03% Shares
LMR Partners LLP $261,694 5,689 0.03% Shares
Concurrent Investment Advisors, LLC $256,818 5,583 0.03% Shares
State of Tennessee, Department of Treasury $254,380 5,530 0.03% Shares
GUGGENHEIM CAPITAL LLC $248,078 5,393 0.03% Shares
Pallas Capital Advisors LLC $247,250 5,375 0.03% Shares
NEW YORK STATE COMMON RETIREMENT FUND $239,982 5,217 0.03% Shares
iSAM Funds (UK) Ltd $234,600 5,100 0.03% Shares
CITADEL ADVISORS LLC $230,000 5,000 0.03% Call option
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $225,906 4,911 0.03% Shares
KLP KAPITALFORVALTNING AS $225,400 4,900 0.03% Shares
Corton Capital Inc. $223,667 8,169 0.03% Shares
Swiss Life Asset Management Ltd $218,638 4,753 0.03% Shares
Forty-three Eighteen Advisors, LLC $211,002 4,587 0.03% Shares
YOUSIF CAPITAL MANAGEMENT, LLC $207,644 4,514 0.03% Shares
Ensign Peak Advisors, Inc $205,528 4,468 0.02% Shares
MML INVESTORS SERVICES, LLC $201,908 4,389 0.02% Shares
Vanguard Investments Australia, Ltd. $190,394 4,139 0.02% Shares
FIFTH THIRD BANCORP $175,398 3,813 0.02% Shares
OREGON PUBLIC EMPLOYEES RETIREMENT FUND $170,522 3,707 0.02% Shares
GAMMA Investing LLC $169,648 3,688 0.02% Shares
COMERICA BANK $159,896 5,396 0.02% Shares
State of Wyoming $114,908 2,498 0.01% Shares
SIGNATUREFD, LLC $109,296 2,376 0.01% Shares
Pinnacle Wealth Planning Services, Inc. $67,712 1,472 0.01% Shares
Ameritas Investment Partners, Inc. $63,618 1,383 0.01% Shares
Farther Finance Advisors, LLC $52,753 1,146 0.01% Shares
Tower Research Capital LLC (TRC) $52,072 1,132 0.01% Shares
PNC Financial Services Group, Inc. $50,692 1,102 0.01% Shares
Parallel Advisors, LLC $48,668 1,058 0.01% Shares
MEEDER ASSET MANAGEMENT INC $42,504 924 0.01% Shares
Aster Capital Management (DIFC) Ltd $41,722 907 0.01% Shares
EverSource Wealth Advisors, LLC $29,210 635 0.00% Shares
US BANCORP \DE\ $24,748 538 0.00% Shares
Quantbot Technologies LP $22,402 487 0.00% Shares
Allworth Financial LP $22,080 480 0.00% Shares
Essential Partners LLC $19,090 415 0.00% Shares
Salomon & Ludwin, LLC $18,794 397 0.00% Shares
True Wealth Design, LLC $17,204 374 0.00% Shares
BROWN BROTHERS HARRIMAN & CO $13,800 300 0.00% Shares
Advisors Asset Management, Inc. $13,748 464 0.00% Shares
JONES FINANCIAL COMPANIES LLLP $12,561 273 0.00% Shares
OSAIC HOLDINGS, INC. $12,144 264 0.00% Shares
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $11,086 241 0.00% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $10,626 231 0.00% Shares
Clearstead Advisors, LLC $9,384 204 0.00% Shares
IFP Advisors, Inc $8,556 186 0.00% Shares
Versant Capital Management, Inc $7,665 218 0.00% Shares
Optiver Holding B.V. $7,176 156 0.00% Shares
ACADIAN ASSET MANAGEMENT LLC $7,022 152,899 0.00% Shares
LOS ANGELES CAPITAL MANAGEMENT LLC $6,992 152 0.00% Shares
Lindbrook Capital, LLC $6,778 359 0.00% Shares
BESSEMER GROUP INC $5,176 112,516 0.00% Shares
Fortitude Family Office, LLC $4,968 108 0.00% Shares
ROTHSCHILD INVESTMENT LLC $4,462 97 0.00% Shares
Global Retirement Partners, LLC $3,818 83 0.00% Shares
MassMutual Private Wealth & Trust, FSB $3,404 74 0.00% Shares
WealthCollab, LLC $3,036 66 0.00% Shares
NewEdge Advisors, LLC $2,727 59 0.00% Shares
Vestcor Inc $2,424 52,699 0.00% Shares
LSV ASSET MANAGEMENT $2,106 45,784 0.00% Shares
OLIVER LAGORE VANVALIN INVESTMENT GROUP $1,888 100 0.00% Shares
FTB Advisors, Inc. $1,762 84 0.00% Shares
Cornerstone Financial Management LLC $1,380 30 0.00% Shares
Parkside Financial Bank & Trust $1,334 29 0.00% Shares
KELLEHER FINANCIAL ADVISORS $1,196 26 0.00% Shares
UMB Bank, n.a. $1,196 26 0.00% Shares
NEW YORK STATE TEACHERS RETIREMENT SYSTEM $1,194 25,960 0.00% Shares
PRICE T ROWE ASSOCIATES INC /MD/ $1,094 23,776 0.00% Shares
THOMPSON SIEGEL & WALMSLEY LLC $1,015 22,058 0.00% Shares
BELLEVUE ASSET MANAGEMENT, LLC $1,012 22 0.00% Shares
Fulcrum Asset Management LLP $922 20 0.00% Shares
Larson Financial Group LLC $920 20 0.00% Shares
Keating Financial Advisory Services, Inc. $828 18 0.00% Shares
Marquette Asset Management, LLC $782 17 0.00% Shares
CANADA LIFE ASSURANCE Co $759 16,526 0.00% Shares
Cullen/Frost Bankers, Inc. $701 15 0.00% Shares
FARMERS & MERCHANTS INVESTMENTS INC $690 15 0.00% Shares
Boreal Capital Management LLC $644 14 0.00% Shares
GSA CAPITAL PARTNERS LLP $629 13,667 0.00% Shares
Thrivent Financial for Lutherans $496 10,779 0.00% Shares
Silicon Valley Capital Partners $465 10 0.00% Shares
Sunbelt Securities, Inc. $430 11 0.00% Shares
Caitong International Asset Management Co., Ltd $414 9 0.00% Shares
Godfrey Financial Associates, Inc. $368 8 0.00% Shares
Ankerstar Wealth, LLC $322 7 0.00% Shares
Plante Moran Financial Advisors, LLC $322 7 0.00% Shares
Summit Global Investments $288 6,269 0.00% Shares
SJS Investment Consulting Inc. $276 6 0.00% Shares
State of Alaska, Department of Revenue $248 5,393 0.00% Shares
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY $234 5,093 0.00% Shares
AMALGAMATED BANK $201 4,367 0.00% Shares
GILPIN WEALTH MANAGEMENT, LLC $184 4 0.00% Shares
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO $158 3,426 0.00% Shares
Hughes Financial Services, LLC $92 2 0.00% Shares
SHELL ASSET MANAGEMENT CO $65 2,374 0.00% Shares
HUNTINGTON NATIONAL BANK $46 1 0.00% Shares
Davis Capital Management $46 1 0.00% Shares
SBI Securities Co., Ltd. $46 1 0.00% Shares
Covestor Ltd $11 239 0.00% Shares
HANTZ FINANCIAL SERVICES, INC. $8 182 0.00% Shares
HARBOR CAPITAL ADVISORS, INC. $6 128 0.00% Shares
Evolution Advisers, Inc. $0 3 0.00% Shares