SAGESPRING WEALTH PARTNERS, LLC has opened a new $17.9M position in $SCHX, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $SCHX.
$SCHX Hedge Fund Activity
We have seen 694 institutional investors add shares of $SCHX stock to their portfolio, and 614 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- US BANCORP \DE\ removed 56,024,741 shares (-27.9%) from their portfolio in Q1 2026, for an estimated $1,436,474,359
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 34,797,471 shares (+287653.7%) to their portfolio in Q1 2026, for an estimated $892,207,156
- BETTERMENT LLC added 10,450,588 shares (+57.6%) to their portfolio in Q1 2026, for an estimated $267,953,076
- UBS GROUP AG added 8,311,474 shares (+672.2%) to their portfolio in Q1 2026, for an estimated $213,106,193
- CORIENT PRIVATE WEALTH LLC added 2,697,140 shares (+67.0%) to their portfolio in Q1 2026, for an estimated $69,154,669
- MORGAN STANLEY added 2,599,616 shares (+43.3%) to their portfolio in Q1 2026, for an estimated $66,654,154
- CHOREO, LLC added 2,042,836 shares (+157.6%) to their portfolio in Q1 2026, for an estimated $52,378,315
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $SCHX ticker page for more data.
