AI Holders Summary · Q2 2026

239 institutions reported SCHL in Q2 2026. BlackRock, Inc. leads at 20.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$121M2.6M0.00%Q2 2026 02

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$80M1.7M0.01%Q2 2026 03

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$39M839K0.02%Q2 2026 04

STATE STREET CORP

CIK 0000093751

$31M678K0.00%Q2 2026 05

Bragg Financial Advisors, Inc

CIK 0001327055

$31M672K0.83%Q2 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$29M637K0.00%Q2 2026 07

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$29M962K0.01%Q1 2026 08

Invesco Ltd.

CIK 0000914208

$27M589K0.00%Q2 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$26M575K0.00%Q2 2026 10

Allianz Asset Management GmbH

CIK 0001535323

$25M550K0.02%Q2 2026 11

Vanguard Portfolio Management

CIK 0002100121· Index

$22M483K0.00%Q2 2026 12

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$21M461K0.00%Q2 2026 13

Qube Research & Technologies Ltd

CIK 0001729829

$19M409K0.02%Q2 2026 14

Ananym Capital Management, LP

CIK 0002037077

$18M467K6.96%Q1 2026 15

MORGAN STANLEY

CIK 0000895421

$14M304K0.00%Q2 2026 16

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$13M287K0.00%Q2 2026 17

JACOBS LEVY EQUITY MANAGEMENT, INC

CIK 0000884414

$13M333K0.05%Q1 2026 18

UBS Group AG

CIK 0001610520

$12M267K0.00%Q2 2026 19

Empowered Funds, LLC

CIK 0001592828

$12M254K0.06%Q2 2026 20

Bank of New York Mellon Corp

CIK 0001390777

$11M248K0.00%Q2 2026

Page 1 of 12

219 more holders available. Log in →