HoldingsChannel.com
Funds Holding SCHC
HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Advisory Inc.26,233,120$908,977 12/31/2019
     SCHC26,233,120$908,977 12/31/2019
PNC Financial Services Group Inc.3,854,213$133,549 12/31/2019
     SCHC3,854,213$133,549 12/31/2019
Wealth Enhancement Advisory Services LLC3,480,250$120,598 12/31/2019
     SCHC3,480,250$120,598 12/31/2019
Mather Group LLC.1,286,673$44,583 12/31/2019
     SCHC1,286,673$44,583 12/31/2019
Envestnet Asset Management Inc.959,060$33,231 12/31/2019
     SCHC959,060$33,231 12/31/2019
IndexIQ Advisors LLC844,853$29,274 12/31/2019
     SCHC844,853$29,274 12/31/2019
US Bancorp DE466,508$16,164 12/31/2019
     SCHC466,508$16,164 12/31/2019
Charles Schwab Investment Management Inc.427,464$14,812 12/31/2019
     SCHC427,464$14,812 12/31/2019
Relaxing Retirement Coach413,589$14,323 12/31/2019
     SCHC413,589$14,323 12/31/2019
McAdam LLC398,137$13,795 12/31/2019
     SCHC398,137$13,795 12/31/2019
Bank of America Corp DE382,979$13,269 12/31/2019
     SCHC382,979$13,269 12/31/2019
Sage Financial Group Inc.370,331$12,832 12/31/2019
     SCHC370,331$12,832 12/31/2019
Sequoia Financial Advisors LLC367,095$12,720 12/31/2019
     SCHC367,095$12,720 12/31/2019
Northern Trust Corp334,322$11,584 12/31/2019
     SCHC334,322$11,584 12/31/2019
Creative Planning321,790$11,150 12/31/2019
     SCHC321,790$11,150 12/31/2019
BlackRock Inc.296,439$10,272 12/31/2019
     SCHC296,439$10,272 12/31/2019
Spinnaker Trust288,265$9,988 12/31/2019
     SCHC288,265$9,988 12/31/2019
TIAA FSB286,256$9,919 12/31/2019
     SCHC286,256$9,919 12/31/2019
Regentatlantic Capital LLC281,078$9,739 12/31/2019
     SCHC281,078$9,739 12/31/2019
Mokosak Advisory Group LLC278,370$9,654 12/31/2019
     SCHC278,370$9,654 12/31/2019
GHP Investment Advisors Inc.270,936$9,388 12/31/2019
     SCHC270,936$9,388 12/31/2019
Mercer Global Advisors Inc. ADV265,881$9,213 12/31/2019
     SCHC265,881$9,213 12/31/2019
Strategic Financial Planning Inc.260,466$9,025 12/31/2019
     SCHC260,466$9,025 12/31/2019
Columbus Macro LLC237,075$8,215 12/31/2019
     SCHC237,075$8,215 12/31/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management222,782$7,719 12/31/2019
     SCHC222,782$7,719 12/31/2019
Savant Capital LLC214,593$7,436 12/31/2019
     SCHC214,593$7,436 12/31/2019
Enterprise Financial Services Corp213,296$7,391 12/31/2019
     SCHC213,296$7,391 12/31/2019
Shine Investment Advisory Services Inc.210,913$7,308 12/31/2019
     SCHC210,913$7,308 12/31/2019
Evergreen Capital Management LLC206,791$7,165 12/31/2019
     SCHC206,791$7,165 12/31/2019
First Allied Advisory Services Inc.206,221$7,133 12/31/2019
     SCHC206,221$7,133 12/31/2019
Peak Financial Management Inc.199,949$6,928 12/31/2019
     SCHC199,949$6,928 12/31/2019
Kohmann Bosshard Financial Services LLC191,257$6,627 12/31/2019
     SCHC191,257$6,627 12/31/2019
Northwest Capital Management Inc178,325$6,179 12/31/2019
     SCHC178,325$6,179 12/31/2019
Clearwater Capital Advisors LLC174,460$6,045 12/31/2019
     SCHC174,460$6,045 12/31/2019
Citadel Advisors LLC171,608$5,946 12/31/2019
     SCHC171,608$5,946 12/31/2019
Capital Advisors Inc. OK156,076$5,408 12/31/2019
     SCHC156,076$5,408 12/31/2019
PrairieView Partners LLC150,233$5,206 12/31/2019
     SCHC150,233$5,206 12/31/2019
Merriman Wealth Management LLC148,725$5,153 12/31/2019
     SCHC148,725$5,153 12/31/2019
Courage Miller Partners LLC144,838$5,019 12/31/2019
     SCHC144,838$5,019 12/31/2019
Moisand Fitzgerald Tamayo LLC141,291$4,896 12/31/2019
     SCHC141,291$4,896 12/31/2019
Morgan Stanley132,605$4,595 12/31/2019
     SCHC132,605$4,595 12/31/2019
Cresset Asset Management LLC126,411$4,380 12/31/2019
     SCHC126,411$4,380 12/31/2019
Financial Consulate Inc.125,637$4,353 12/31/2019
     SCHC125,637$4,353 12/31/2019
Colony Group LLC119,682$4,147 12/31/2019
     SCHC119,682$4,147 12/31/2019
Redwood Investment Management LLC118,971$4,122 12/31/2019
     SCHC118,971$4,122 12/31/2019
Pacific Capital Wealth Advisors Inc.117,306$4,065 12/31/2019
     SCHC117,306$4,065 12/31/2019
HBK Sorce Advisory LLC110,508$3,829 12/31/2019
     SCHC110,508$3,829 12/31/2019
DWM Financial Group Inc.109,436$3,792 12/31/2019
     SCHC109,436$3,792 12/31/2019
Texas Yale Capital Corp.108,162$3,748 12/31/2019
     SCHC108,162$3,748 12/31/2019
Patriot Investment Management Inc.99,106$3,434 12/31/2019
     SCHC99,106$3,434 12/31/2019
Rainey & Randall Investment Management Inc.92,842$3,217 12/31/2019
     SCHC92,842$3,217 12/31/2019
Moneta Group Investment Advisors LLC89,957$3,117 12/31/2019
     SCHC89,957$3,117 12/31/2019
Portfolio Solutions LLC88,738$3,075 12/31/2019
     SCHC88,738$3,075 12/31/2019
Advisory Alpha LLC86,711$2,997 12/31/2019
     SCHC86,711$2,997 12/31/2019
Tortoise Investment Management LLC84,063$2,913 12/31/2019
     SCHC84,063$2,913 12/31/2019
Foster Victor Wealth Advisors LLC84,042$2,887 12/31/2019
     SCHC84,042$2,887 12/31/2019
Wooster Corthell Wealth Management Inc.82,927$2,873 12/31/2019
     SCHC82,927$2,873 12/31/2019
United Capital Financial Advisers LLC79,472$2,754 12/31/2019
     SCHC79,472$2,754 12/31/2019
Charles Schwab Trust Co78,523$2,721 12/31/2019
     SCHC78,523$2,721 12/31/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC77,516$2,685 12/31/2019
     SCHC77,516$2,685 12/31/2019
Black Diamond Financial LLC76,817$2,662 12/31/2019
     SCHC76,817$2,662 12/31/2019
Pacific Financial Group Inc.75,736$2,624 12/31/2019
     SCHC75,736$2,624 12/31/2019
Sunbelt Securities Inc.295$2,558 12/31/2019
     SCHC295$2,558 12/31/2019
Omega Financial Group LLC70,006$2,426 12/31/2019
     SCHC70,006$2,426 12/31/2019
SOL Capital Management CO69,385$2,404 12/31/2019
     SCHC69,385$2,404 12/31/2019
Brand Asset Management Group Inc.65,749$2,278 12/31/2019
     SCHC65,749$2,278 12/31/2019
Evensky & Katz LLC63,304$2,262 12/31/2019
     SCHC63,304$2,262 12/31/2019
Atlas Capital Advisors LLC63,219$2,191 12/31/2019
     SCHC63,219$2,191 12/31/2019
Horan Capital Advisors LLC.62,203$2,155 12/31/2019
     SCHC62,203$2,155 12/31/2019
Managed Account Services Inc.58,409$2,015 12/31/2019
     SCHC58,409$2,015 12/31/2019
Ropes Wealth Advisors LLC56,000$1,940 12/31/2019
     SCHC56,000$1,940 12/31/2019
UBS Group AG54,986$1,905 12/31/2019
     SCHC54,986$1,905 12/31/2019
Shakespeare Wealth Management Inc.52,319$1,813 12/31/2019
     SCHC52,319$1,813 12/31/2019
Elmwood Wealth Management Inc.52,287$1,812 12/31/2019
     SCHC52,287$1,812 12/31/2019
Cabot Wealth Management Inc.51,882$1,798 12/31/2019
     SCHC51,882$1,798 12/31/2019
Versant Capital Management Inc50,752$1,758 12/31/2019
     SCHC50,752$1,758 12/31/2019
Financial Engines Advisors L.L.C.49,543$1,717 12/31/2019
     SCHC49,543$1,717 12/31/2019
Stifel Financial Corp49,195$1,704 12/31/2019
     SCHC49,195$1,704 12/31/2019
Alesco Advisors LLC45,420$1,574 12/31/2019
     SCHC45,420$1,574 12/31/2019
Valley National Advisers Inc.45,117$1,563 12/31/2019
     SCHC45,117$1,563 12/31/2019
BOK Financial Private Wealth Inc.44,490$1,542 12/31/2019
     SCHC44,490$1,542 12/31/2019
Commerce Bank39,517$1,369 12/31/2019
     SCHC39,517$1,369 12/31/2019
Advisor Group Inc.39,507$1,369 12/31/2019
     SCHC39,507$1,369 12/31/2019
Mission Wealth Management LP39,075$1,354 12/31/2019
     SCHC39,075$1,354 12/31/2019
Trellis Advisors LLC38,982$1,351 12/31/2019
     SCHC38,982$1,351 12/31/2019
HighTower Advisors LLC38,365$1,330 12/31/2019
     SCHC38,365$1,330 12/31/2019
BlueSky Wealth Advisors LLC38,433$1,326 12/31/2019
     SCHC38,433$1,326 12/31/2019
Cambridge Investment Research Advisors Inc.37,351$1,294 12/31/2019
     SCHC37,351$1,294 12/31/2019
SeaCrest Wealth Management LLC35,794$1,240 12/31/2019
     SCHC35,794$1,240 12/31/2019
Financial Advisory Service Inc.35,013$1,213 12/31/2019
     SCHC35,013$1,213 12/31/2019
Commonwealth Equity Services LLC34,748$1,204 12/31/2019
     SCHC34,748$1,204 12/31/2019
Summit Financial Strategies Inc.34,081$1,181 12/31/2019
     SCHC34,081$1,181 12/31/2019
Gladstone Institutional Advisory LLC33,832$1,172 12/31/2019
     SCHC33,832$1,172 12/31/2019
Perigon Wealth Management LLC33,055$1,140 12/31/2019
     SCHC33,055$1,140 12/31/2019
Resources Investment Advisors LLC.32,682$1,132 12/31/2019
     SCHC32,682$1,132 12/31/2019
Krilogy Financial LLC31,802$1,102 12/31/2019
     SCHC31,802$1,102 12/31/2019
Wealth Architects LLC31,179$1,080 12/31/2019
     SCHC31,179$1,080 12/31/2019
MML Investors Services LLC30,103$1,043 12/31/2019
     SCHC30,103$1,043 12/31/2019
Captrust Financial Advisors28,681$1,001 12/31/2019
     SCHC28,681$1,001 12/31/2019
Aspen Investment Management Inc25,524$884 12/31/2019
     SCHC25,524$884 12/31/2019
Athena Capital Advisors LLC25,000$866 12/31/2019
     SCHC25,000$866 12/31/2019
Boston Private Wealth LLC24,533$850 12/31/2019
     SCHC24,533$850 12/31/2019
Pittenger & Anderson Inc.24,250$840 12/31/2019
     SCHC24,250$840 12/31/2019
Asset Dedication LLC22,673$783 12/31/2019
     SCHC22,673$783 12/31/2019
Abacus Planning Group Inc.22,242$771 12/31/2019
     SCHC22,242$771 12/31/2019
Quadrant Capital Group LLC22,877$767 12/31/2019
     SCHC22,877$767 12/31/2019
Ironsides Asset Advisors LLC21,808$756 12/31/2019
     SCHC21,808$756 12/31/2019
Maxim Capital Management LLC25,844$752 12/31/2019
     SCHC25,844$752 12/31/2019
American Century Companies Inc.21,290$738 12/31/2019
     SCHC21,290$738 12/31/2019
Pure Financial Advisors Inc.20,927$725 12/31/2019
     SCHC20,927$725 12/31/2019
Lake Street Advisors Group LLC20,529$711 12/31/2019
     SCHC20,529$711 12/31/2019
Wells Fargo & Company MN20,303$703 12/31/2019
     SCHC20,303$703 12/31/2019
Baldrige Asset Management LLC19,973$692 12/31/2019
     SCHC19,973$692 12/31/2019
BCS Wealth Management18,747$650 12/31/2019
     SCHC18,747$650 12/31/2019
Bank of Montreal Can18,672$647 12/31/2019
     SCHC18,672$647 12/31/2019
Hurlow Wealth Management Group Inc.18,236$631 12/31/2019
     SCHC18,236$631 12/31/2019
Carolina Wealth Advisors LLC17,572$609 12/31/2019
     SCHC17,572$609 12/31/2019
Raymond James Financial Services Advisors Inc.16,733$580 12/31/2019
     SCHC16,733$580 12/31/2019
Leisure Capital Management16,196$561 12/31/2019
     SCHC16,196$561 12/31/2019
Madison Wealth Management16,185$561 12/31/2019
     SCHC16,185$561 12/31/2019
CVA Family Office LLC15,774$547 12/31/2019
     SCHC15,774$547 12/31/2019
Buckingham Asset Management LLC15,608$541 12/31/2019
     SCHC15,608$541 12/31/2019
Brouwer & Janachowski LLC15,006$520 12/31/2019
     SCHC15,006$520 12/31/2019
Marshall Financial Group Inc. ADV14,974$519 12/31/2019
     SCHC14,974$519 12/31/2019
Hengehold Capital Management LLC14,800$513 12/31/2019
     SCHC14,800$513 12/31/2019
Edge Capital Group LLC14,275$495 12/31/2019
     SCHC14,275$495 12/31/2019
Acorn Financial Advisory Services Inc. ADV13,655$471 12/31/2019
     SCHC13,655$471 12/31/2019
Prime Capital Investment Advisors LLC13,469$467 12/31/2019
     SCHC13,469$467 12/31/2019
Ladenburg Thalmann Financial Services Inc.13,175$455 12/31/2019
     SCHC13,175$455 12/31/2019
Gemmer Asset Management LLC13,130$455 12/31/2019
     SCHC13,130$455 12/31/2019
Lantz Financial LLC12,781$443 12/31/2019
     SCHC12,781$443 12/31/2019
Altfest L J & Co. Inc.12,719$441 12/31/2019
     SCHC12,719$441 12/31/2019
Raymond James & Associates12,675$439 12/31/2019
     SCHC12,675$439 12/31/2019
LPL Financial LLC12,632$438 12/31/2019
     SCHC12,632$438 12/31/2019
Gradient Capital Advisors LLC12,509$433 12/31/2019
     SCHC12,509$433 12/31/2019
White Lighthouse Investment Management Inc.12,062$418 12/31/2019
     SCHC12,062$418 12/31/2019
Retirement Planning Group11,905$412 12/31/2019
     SCHC11,905$412 12/31/2019
Ifrah Financial Services Inc.11,819$410 12/31/2019
     SCHC11,819$410 12/31/2019
Vista Capital Partners Inc.11,794$408 12/31/2019
     SCHC11,794$408 12/31/2019
Alpha Omega Wealth Management LLC11,606$402 12/31/2019
     SCHC11,606$402 12/31/2019
North Star Asset Management Inc.11,500$398 12/31/2019
     SCHC11,500$398 12/31/2019
Blue Bell Private Wealth Management LLC11,213$389 12/31/2019
     SCHC11,213$389 12/31/2019
Heritage Way Advisors LLC11,150$386 12/31/2019
     SCHC11,150$386 12/31/2019
AE Wealth Management LLC11,035$382 12/31/2019
     SCHC11,035$382 12/31/2019
Equitable Holdings Inc.10,965$380 12/31/2019
     SCHC10,965$380 12/31/2019
Elm Partners Management LLC11,716$373 12/31/2019
     SCHC11,716$373 12/31/2019
IFP Advisors Inc11,163$371 12/31/2019
     SCHC11,163$371 12/31/2019
Koshinski Asset Management Inc.10,518$363 12/31/2019
     SCHC10,518$363 12/31/2019
Sheaff Brock Investment Advisors LLC10,143$351 12/31/2019
     SCHC10,143$351 12/31/2019
Cahill Financial Advisors Inc.10,053$349 12/31/2019
     SCHC10,053$349 12/31/2019
Strategic Family Wealth Counselors L.L.C.9,951$345 12/31/2019
     SCHC9,951$345 12/31/2019
Prestige Wealth Management Group LLC9,851$342 12/31/2019
     SCHC9,851$342 12/31/2019
Financial Architects Inc9,836$341 12/31/2019
     SCHC9,836$341 12/31/2019
IMA Wealth Inc.9,732$337 12/31/2019
     SCHC9,732$337 12/31/2019
MADDEN SECURITIES Corp9,600$333 12/31/2019
     SCHC9,600$333 12/31/2019
Mainstay Capital Management LLC ADV9,471$329 12/31/2019
     SCHC9,471$329 12/31/2019
Stearns Financial Services Group9,403$326 12/31/2019
     SCHC9,403$326 12/31/2019
Fairview Capital Investment Management LLC9,317$322 12/31/2019
     SCHC9,317$322 12/31/2019
Garrison Asset Management LLC9,187$318 12/31/2019
     SCHC9,187$318 12/31/2019
Red Door Wealth Management LLC9,142$316 12/31/2019
     SCHC9,142$316 12/31/2019
Smith Moore & CO.9,026$313 12/31/2019
     SCHC9,026$313 12/31/2019
J.W. Cole Advisors Inc.8,856$307 12/31/2019
     SCHC8,856$307 12/31/2019
Robertson Stephens Wealth Management LLC8,680$300 12/31/2019
     SCHC8,680$300 12/31/2019
Integrated Advisors Network LLC8,483$294 12/31/2019
     SCHC8,483$294 12/31/2019
Keybank National Association OH8,317$288 12/31/2019
     SCHC8,317$288 12/31/2019
Stratos Wealth Advisors LLC8,302$288 12/31/2019
     SCHC8,302$288 12/31/2019
Fiduciary Planning LLC8,182$277 12/31/2019
     SCHC8,182$277 12/31/2019
Single Point Partners LLC7,955$276 12/31/2019
     SCHC7,955$276 12/31/2019
Ieq Capital LLC7,782$270 12/31/2019
     SCHC7,782$270 12/31/2019
Opes Wealth Management LLC7,455$258 12/31/2019
     SCHC7,455$258 12/31/2019
FDx Advisors Inc.7,321$254 12/31/2019
     SCHC7,321$254 12/31/2019
Bluestein R H & Co.7,165$248 12/31/2019
     SCHC7,165$248 12/31/2019
Naples Global Advisors LLC7,123$247 12/31/2019
     SCHC7,123$247 12/31/2019
Janney Montgomery Scott LLC7,043$244 12/31/2019
     SCHC7,043$244 12/31/2019
Garde Capital Inc.6,995$242 12/31/2019
     SCHC6,995$242 12/31/2019
ProVise Management Group LLC6,767$234 12/31/2019
     SCHC6,767$234 12/31/2019
HHM Wealth Advisors LLC6,674$231 12/31/2019
     SCHC6,674$231 12/31/2019
Nicholas Hoffman & Company LLC.6,631$230 12/31/2019
     SCHC6,631$230 12/31/2019
Larson Financial Group LLC6,503$225 12/31/2019
     SCHC6,503$225 12/31/2019
Cerity Partners LLC6,455$224 12/31/2019
     SCHC6,455$224 12/31/2019
Eaton Vance Management6,438$223 12/31/2019
     SCHC6,438$223 12/31/2019
Exencial Wealth Advisors LLC6,437$223 12/31/2019
     SCHC6,437$223 12/31/2019
Susquehanna International Group LLP6,389$221 12/31/2019
     SCHC6,389$221 12/31/2019
Cribstone Capital Management LLC6,310$219 12/31/2019
     SCHC6,310$219 12/31/2019
Condor Capital Management5,918$205 12/31/2019
     SCHC5,918$205 12/31/2019
Wealthcare Advisory Partners LLC5,631$195 12/31/2019
     SCHC5,631$195 12/31/2019
AdvisorNet Financial Inc5,109$177 12/31/2019
     SCHC5,109$177 12/31/2019
Parallel Advisors LLC4,824$167 12/31/2019
     SCHC4,824$167 12/31/2019
Princeton Global Asset Management LLC4,562$158 12/31/2019
     SCHC4,562$158 12/31/2019
Plante Moran Financial Advisors LLC4,227$146 12/31/2019
     SCHC4,227$146 12/31/2019
TCI Wealth Advisors Inc.3,884$135 12/31/2019
     SCHC3,884$135 12/31/2019
Northwestern Mutual Wealth Management Co.3,857$133 12/31/2019
     SCHC3,857$133 12/31/2019
Transamerica Financial Advisors Inc.3,787$132 12/31/2019
     SCHC3,787$132 12/31/2019
Bartlett & Co. LLC4,145$132 09/30/2019
     SCHC4,145$132 09/30/2019
FMR LLC3,475$120 12/31/2019
     SCHC3,475$120 12/31/2019
Parkside Financial Bank & Trust3,460$120 12/31/2019
     SCHC3,460$120 12/31/2019
Coastal Investment Advisors Inc.3,325$113 12/31/2019
     SCHC3,325$113 12/31/2019
Clear Investment Research LLC3,325$106 12/31/2019
     SCHC3,325$106 12/31/2019
Wealthcare Capital Management LLC3,031$105 12/31/2019
     SCHC3,031$105 12/31/2019
Pathstone Family Office LLC2,950$102 12/31/2019
     SCHC2,950$102 12/31/2019
Valeo Financial Advisors LLC2,487$86 12/31/2019
     SCHC2,487$86 12/31/2019
Capital Investment Advisory Services LLC2,398$83 12/31/2019
     SCHC2,398$83 12/31/2019
Litman Gregory Asset Management LLC2,304$80 12/31/2019
     SCHC2,304$80 12/31/2019
Advisory Services Network LLC2,135$74 12/31/2019
     SCHC2,135$74 12/31/2019
Front Row Advisors LLC1,969$68 12/31/2019
     SCHC1,969$68 12/31/2019
Allworth Financial LP1,861$64 12/31/2019
     SCHC1,861$64 12/31/2019
Red Cedar Capital LLC1,815$63 12/31/2019
     SCHC1,815$63 12/31/2019
Capital Directions Investment Advisors LLC1,489$52 12/31/2019
     SCHC1,489$52 12/31/2019
Chevy Chase Trust Holdings Inc.1,237$43 12/31/2019
     SCHC1,237$43 12/31/2019
Private Ocean LLC1,239$43 12/31/2019
     SCHC1,239$43 12/31/2019
Independence Advisors LLC1,209$42 12/31/2019
     SCHC1,209$42 12/31/2019
Royal Bank of Canada1,176$41 12/31/2019
     SCHC1,176$41 12/31/2019
CBIZ Investment Advisory Services LLC1,148$40 12/31/2019
     SCHC1,148$40 12/31/2019
Aptus Capital Advisors LLC1,105$38 12/31/2019
     SCHC1,105$38 12/31/2019
JFS Wealth Advisors LLC1,033$36 12/31/2019
     SCHC1,033$36 12/31/2019
HM Payson & Co.1,013$35 12/31/2019
     SCHC1,013$35 12/31/2019
Lenox Wealth Management Inc.931$32 12/31/2019
     SCHC931$32 12/31/2019
Ambassador Advisors LLC923$32 12/31/2019
     SCHC923$32 12/31/2019
Glenmede Trust Co. NA $29 12/31/2019
     COMMON1,431$29 12/31/2019
Ancora Advisors LLC835$29 12/31/2019
     SCHC835$29 12/31/2019
John W. Brooker & Co. CPAs809$28 12/31/2019
     SCHC809$28 12/31/2019
Bedel Financial Consulting Inc.712$25 12/31/2019
     SCHC712$25 12/31/2019
Fifth Third Bancorp572$20 12/31/2019
     SCHC572$20 12/31/2019
C M Bidwell & Associates Ltd.585$20 12/31/2019
     SCHC585$20 12/31/2019
Covington Capital Management566$20 12/31/2019
     SCHC566$20 12/31/2019
Procyon Private Wealth Partners LLC583$20 12/31/2019
     SCHC583$20 12/31/2019
Moser Wealth Advisors LLC535$19 12/31/2019
     SCHC535$19 12/31/2019
Burt Wealth Advisors500$17 12/31/2019
     SCHC500$17 12/31/2019
Sugarloaf Wealth Management LLC459$16 12/31/2019
     SCHC459$16 12/31/2019
Jackson Hole Capital Partners LLC460$16 12/31/2019
     SCHC460$16 12/31/2019
Firestone Capital Management460$16 12/31/2019
     SCHC460$16 12/31/2019
Manchester Financial Inc.394$14 12/31/2019
     SCHC394$14 12/31/2019
Sandy Spring Bank322$11 12/31/2019
     SCHC322$11 12/31/2019
Citigroup Inc.300$10 12/31/2019
     SCHC300$10 12/31/2019
Glassman Wealth Services300$10 12/31/2019
     SCHC300$10 12/31/2019
BerganKDV Wealth Management LLC303$10 12/31/2019
     SCHC303$10 12/31/2019
Blair William & Co. IL231$8 12/31/2019
     SCHC231$8 12/31/2019
Spectrum Management Group Inc.236$8 12/31/2019
     SCHC236$8 12/31/2019
CWM LLC236$8 12/31/2019
     SCHC236$8 12/31/2019
HCR Wealth Advisors242$8 12/31/2019
     SCHC242$8 12/31/2019
Truewealth LLC236$8 12/31/2019
     SCHC236$8 12/31/2019
Islay Capital Management LLC200$7 12/31/2019
     SCHC200$7 12/31/2019
Ellis Investment Partners LLC211$7 12/31/2019
     SCHC211$7 12/31/2019
Trustcore Financial Services LLC184$6 12/31/2019
     SCHC184$6 12/31/2019
Orion Portfolio Solutions LLC170$6 12/31/2019
     SCHC170$6 12/31/2019
Creative Financial Designs Inc. ADV145$5 12/31/2019
     SCHC145$5 12/31/2019
Meeder Asset Management Inc.104$4 12/31/2019
     SCHC104$4 12/31/2019
AlphaCore Capital LLC113$4 12/31/2019
     SCHC113$4 12/31/2019
HawsGoodwin Investment Management LLC109$4 12/31/2019
     SCHC109$4 12/31/2019
Capital Advisory Group Advisory Services LLC127$4 12/31/2019
     SCHC127$4 12/31/2019
Lee Financial Co100$3 12/31/2019
     SCHC100$3 12/31/2019
Signaturefd LLC98$3 12/31/2019
     SCHC98$3 12/31/2019
Certified Advisory Corp79$3 12/31/2019
     SCHC79$3 12/31/2019
Huntington National Bank44$2 12/31/2019
     SCHC44$2 12/31/2019
Townsend Asset Management Corp NC ADV35$1 12/31/2019
     SCHC35$1 12/31/2019
Rowland Carmichael Advisors Inc. ADV25$1 12/31/2019
     SCHC25$1 12/31/2019
Barrett Asset Management LLC41$1 12/31/2019
     SCHC41$1 12/31/2019
Column Capital Advisors LLC33$1 12/31/2019
     SCHC33$1 12/31/2019
Financial Management Professionals Inc.27$1 12/31/2019
     SCHC27$1 12/31/2019
Tarbox Family Office Inc.39$1 12/31/2019
     SCHC39$1 12/31/2019
Capital Asset Advisory Services LLC23$1 12/31/2019
     SCHC23$1 12/31/2019
Bogart Wealth LLC35$1 12/31/2019
     SCHC35$1 12/31/2019
Global Wealth Management Investment Advisory Inc.18$1 12/31/2019
     SCHC18$1 12/31/2019
Tsfg LLC7$1 12/31/2019
     SCHC7$1 12/31/2019
Proequities Inc.0$0 12/31/2019
     SCHC0$0 12/31/2019
Marquette Asset Management LLC14$0 12/31/2019
     SCHC14$0 12/31/2019
NewSquare Capital LLC2$0 12/31/2019
     SCHC2$0 12/31/2019
Carroll Financial Associates Inc.12$0 12/31/2019
     SCHC12$0 12/31/2019
Lenox Wealth Advisors LLC5$0 12/31/2019
     SCHC5$0 12/31/2019
MCF Advisors LLC12$0 12/31/2019
     SCHC12$0 12/31/2019
Cedar Wealth Management LLC7$0 12/31/2019
     SCHC7$0 12/31/2019
Steward Partners Investment Advisory LLC6$0 12/31/2019
     SCHC6$0 12/31/2019
Sound Income Strategies LLC7$0 12/31/2019
     SCHC7$0 12/31/2019

See Summary: Institutional Holders of SCHC
See Details: Top 10 Hedge Funds Holding SCHC
Also See: SCHC Holdings Changes

Quotes delayed 20 minutes

Funds Holding SCHC | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.