AI Holders Summary · Q1 2026

224 institutions reported SCHL in Q1 2026. BlackRock, Inc. leads at 23.4% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$133M3.4M0.00%Q1 2026 02

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$68M1.7M0.01%Q1 2026 03

STATE STREET CORP

CIK 0000093751

$34M867K0.00%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$33M849K0.00%Q1 2026 05

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$31M796K0.02%Q1 2026 06

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$29M962K0.01%Q1 2026 07

Bragg Financial Advisors, Inc

CIK 0001327055

$26M673K0.83%Q1 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$24M620K0.00%Q1 2026 09

Invesco Ltd.

CIK 0000914208

$23M581K0.00%Q1 2026 10

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$22M576K0.00%Q1 2026 11

Allianz Asset Management GmbH

CIK 0001535323

$22M574K0.02%Q1 2026 12

Vanguard Portfolio Management

CIK 0002100121· Index

$21M526K0.00%Q1 2026 13

Ananym Capital Management, LP

CIK 0002037077

$18M467K6.96%Q1 2026 14

MORGAN STANLEY

CIK 0000895421

$18M461K0.00%Q1 2026 15

JACOBS LEVY EQUITY MANAGEMENT, INC

CIK 0000884414

$13M333K0.05%Q1 2026 16

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$12M303K0.01%Q1 2026 17

BRANDES INVESTMENT PARTNERS, LP

CIK 0001015079

$11M292K0.08%Q1 2026 18

HENNESSY ADVISORS INC

CIK 0001145255

$10M227K0.33%Q2 2026 19

Bank of New York Mellon Corp

CIK 0001390777

$10M266K0.00%Q1 2026 20

NORTHERN TRUST CORP

CIK 0000073124· Index

$9M222K0.00%Q1 2026

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