HoldingsChannel.com
Funds Holding SCHC
HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Advisory Inc.24,795,268$605,004 03/31/2020
     SCHC24,795,268$605,004 03/31/2020
PNC Financial Services Group Inc.3,940,731$96,155 03/31/2020
     SCHC3,940,731$96,155 03/31/2020
Wealth Enhancement Advisory Services LLC2,392,221$63,898 03/31/2020
     SCHC2,392,221$63,898 03/31/2020
Savant Capital LLC1,953,213$47,658 03/31/2020
     SCHC1,953,213$47,658 03/31/2020
TIAA FSB1,466,442$35,781 03/31/2020
     SCHC1,466,442$35,781 03/31/2020
Mather Group LLC.1,425,937$34,793 03/31/2020
     SCHC1,425,937$34,793 03/31/2020
Charles Schwab Investment Management Inc.1,218,393$29,729 03/31/2020
     SCHC1,218,393$29,729 03/31/2020
Envestnet Asset Management Inc.1,034,435$25,240 03/31/2020
     SCHC1,034,435$25,240 03/31/2020
Creative Planning925,867$22,591 03/31/2020
     SCHC925,867$22,591 03/31/2020
Pure Financial Advisors Inc.687,587$16,777 03/31/2020
     SCHC687,587$16,777 03/31/2020
IndexIQ Advisors LLC636,528$15,532 03/31/2020
     SCHC636,528$15,532 03/31/2020
Mission Wealth Management LP555,969$13,566 03/31/2020
     SCHC555,969$13,566 03/31/2020
RSM US Wealth Management LLC523,235$12,767 03/31/2020
     SCHC523,235$12,767 03/31/2020
McAdam LLC470,020$11,468 03/31/2020
     SCHC470,020$11,468 03/31/2020
Sequoia Financial Advisors LLC380,601$9,287 03/31/2020
     SCHC380,601$9,287 03/31/2020
Advisory Alpha LLC352,929$9,111 03/31/2020
     SCHC352,929$9,111 03/31/2020
Capital Advisors Inc. OK356,123$8,689 03/31/2020
     SCHC356,123$8,689 03/31/2020
Regentatlantic Capital LLC334,697$8,167 03/31/2020
     SCHC334,697$8,167 03/31/2020
Northern Trust Corp334,534$8,162 03/31/2020
     SCHC334,534$8,162 03/31/2020
Radnor Financial Advisors LLC328,131$8,006 03/31/2020
     SCHC328,131$8,006 03/31/2020
Bank of America Corp DE302,153$7,373 03/31/2020
     SCHC302,153$7,373 03/31/2020
Spinnaker Trust285,159$6,957 03/31/2020
     SCHC285,159$6,957 03/31/2020
US Bancorp DE284,292$6,937 03/31/2020
     SCHC284,292$6,937 03/31/2020
GHP Investment Advisors Inc.280,895$6,854 03/31/2020
     SCHC280,895$6,854 03/31/2020
Sage Financial Group Inc.255,707$6,239 03/31/2020
     SCHC255,707$6,239 03/31/2020
Brickley Wealth Management254,278$6,204 03/31/2020
     SCHC254,278$6,204 03/31/2020
Mercer Global Advisors Inc. ADV246,546$6,016 03/31/2020
     SCHC246,546$6,016 03/31/2020
Relaxing Retirement Coach240,540$5,876 03/31/2020
     SCHC240,540$5,876 03/31/2020
Columbus Macro LLC231,508$5,649 03/31/2020
     SCHC231,508$5,649 03/31/2020
Enterprise Financial Services Corp211,442$5,158 03/31/2020
     SCHC211,442$5,158 03/31/2020
Peak Financial Management Inc.211,346$5,157 03/31/2020
     SCHC211,346$5,157 03/31/2020
Blair William & Co. IL199,736$4,874 03/31/2020
     SCHC199,736$4,874 03/31/2020
Clearwater Capital Advisors LLC197,967$4,830 03/31/2020
     SCHC197,967$4,830 03/31/2020
Southern Wealth Management LLP188,553$4,601 03/31/2020
     SCHC188,553$4,601 03/31/2020
Kohmann Bosshard Financial Services LLC185,425$4,524 03/31/2020
     SCHC185,425$4,524 03/31/2020
BlackRock Inc.185,407$4,523 03/31/2020
     SCHC185,407$4,523 03/31/2020
American Century Companies Inc.184,223$4,495 03/31/2020
     SCHC184,223$4,495 03/31/2020
Northwest Capital Management Inc184,223$4,495 03/31/2020
     SCHC184,223$4,495 03/31/2020
Brand Asset Management Group Inc.183,957$4,489 03/31/2020
     SCHC183,957$4,489 03/31/2020
First Allied Advisory Services Inc.179,464$4,379 03/31/2020
     SCHC179,464$4,379 03/31/2020
Morgan Stanley170,727$4,166 03/31/2020
     SCHC170,727$4,166 03/31/2020
Sailer Financial LLC170,190$4,153 03/31/2020
     SCHC170,190$4,153 03/31/2020
Capital Insight Partners LLC167,196$4,080 03/31/2020
     SCHC167,196$4,080 03/31/2020
PrairieView Partners LLC162,946$3,976 03/31/2020
     SCHC162,946$3,976 03/31/2020
Atlas Capital Advisors LLC162,353$3,961 03/31/2020
     SCHC162,353$3,961 03/31/2020
Courage Miller Partners LLC152,599$3,723 03/31/2020
     SCHC152,599$3,723 03/31/2020
Moisand Fitzgerald Tamayo LLC145,387$3,547 03/31/2020
     SCHC145,387$3,547 03/31/2020
Merriman Wealth Management LLC136,281$3,325 03/31/2020
     SCHC136,281$3,325 03/31/2020
Financial Consulate Inc.126,796$3,094 03/31/2020
     SCHC126,796$3,094 03/31/2020
Evergreen Capital Management LLC126,750$3,093 03/31/2020
     SCHC126,750$3,093 03/31/2020
Empirical Financial Services LLC d.b.a. Empirical Wealth Management126,206$3,079 03/31/2020
     SCHC126,206$3,079 03/31/2020
Texas Yale Capital Corp.124,525$3,038 03/31/2020
     SCHC124,525$3,038 03/31/2020
Wooster Corthell Wealth Management Inc.122,774$2,996 03/31/2020
     SCHC122,774$2,996 03/31/2020
Stratford Consulting LLC122,332$2,985 03/31/2020
     SCHC122,332$2,985 03/31/2020
Tortoise Investment Management LLC117,634$2,870 03/31/2020
     SCHC117,634$2,870 03/31/2020
Financial Engines Advisors L.L.C.116,094$2,832 03/31/2020
     SCHC116,094$2,832 03/31/2020
Patriot Investment Management Inc.106,754$2,604 03/31/2020
     SCHC106,754$2,604 03/31/2020
Portfolio Solutions LLC104,949$2,561 03/31/2020
     SCHC104,949$2,561 03/31/2020
Wells Fargo & Company MN96,432$2,353 03/31/2020
     SCHC96,432$2,353 03/31/2020
Colony Group LLC95,274$2,325 03/31/2020
     SCHC95,274$2,325 03/31/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC94,493$2,305 03/31/2020
     SCHC94,493$2,305 03/31/2020
Cresset Asset Management LLC90,637$2,212 03/31/2020
     SCHC90,637$2,212 03/31/2020
Rainey & Randall Investment Management Inc.90,523$2,209 03/31/2020
     SCHC90,523$2,209 03/31/2020
Moneta Group Investment Advisors LLC89,754$2,190 03/31/2020
     SCHC89,754$2,190 03/31/2020
DWM Financial Group Inc.89,604$2,186 03/31/2020
     SCHC89,604$2,186 03/31/2020
United Capital Financial Advisers LLC84,370$2,059 03/31/2020
     SCHC84,370$2,059 03/31/2020
HBK Sorce Advisory LLC83,907$2,047 03/31/2020
     SCHC83,907$2,047 03/31/2020
Managed Account Services Inc.84,415$1,943 03/31/2020
     SCHC84,415$1,943 03/31/2020
BlueSky Wealth Advisors LLC71,741$1,750 03/31/2020
     SCHC71,741$1,750 03/31/2020
Omega Financial Group LLC71,407$1,742 03/31/2020
     SCHC71,407$1,742 03/31/2020
Elmwood Wealth Management Inc.47,236$1,725 03/31/2020
     SCHC47,236$1,725 03/31/2020
Elm Partners Management LLC69,958$1,707 03/31/2020
     SCHC69,958$1,707 03/31/2020
Abacus Planning Group Inc.59,960$1,463 03/31/2020
     SCHC59,960$1,463 03/31/2020
Horan Capital Advisors LLC.57,693$1,408 03/31/2020
     SCHC57,693$1,408 03/31/2020
Shakespeare Wealth Management Inc.56,642$1,382 03/31/2020
     SCHC56,642$1,382 03/31/2020
Advisor Group Inc.39,507$1,369 12/31/2019
     SCHC39,507$1,369 12/31/2019
Evensky & Katz LLC56,082$1,368 03/31/2020
     SCHC56,082$1,368 03/31/2020
Ropes Wealth Advisors LLC56,000$1,366 03/31/2020
     SCHC56,000$1,366 03/31/2020
SOL Capital Management CO55,235$1,348 03/31/2020
     SCHC55,235$1,348 03/31/2020
Cabot Wealth Management Inc.53,673$1,310 03/31/2020
     SCHC53,673$1,310 03/31/2020
Stifel Financial Corp51,265$1,251 03/31/2020
     SCHC51,265$1,251 03/31/2020
UBS Group AG47,653$1,163 03/31/2020
     SCHC47,653$1,163 03/31/2020
Pittenger & Anderson Inc.46,846$1,143 03/31/2020
     SCHC46,846$1,143 03/31/2020
Black Diamond Financial LLC45,402$1,108 03/31/2020
     SCHC45,402$1,108 03/31/2020
Baldrige Asset Management LLC42,997$1,049 03/31/2020
     SCHC42,997$1,049 03/31/2020
Alesco Advisors LLC41,134$1,004 03/31/2020
     SCHC41,134$1,004 03/31/2020
Pacific Capital Wealth Advisors Inc.39,775$971 03/31/2020
     SCHC39,775$971 03/31/2020
Valley National Advisers Inc.38,874$949 03/31/2020
     SCHC38,874$949 03/31/2020
Wealth Architects LLC37,854$924 03/31/2020
     SCHC37,854$924 03/31/2020
Summit Financial Strategies Inc.36,709$896 03/31/2020
     SCHC36,709$896 03/31/2020
Resources Investment Advisors LLC.34,475$841 03/31/2020
     SCHC34,475$841 03/31/2020
Gladstone Institutional Advisory LLC33,553$819 03/31/2020
     SCHC33,553$819 03/31/2020
Charles Schwab Trust Co32,923$803 03/31/2020
     SCHC32,923$803 03/31/2020
Perigon Wealth Management LLC30,482$788 03/31/2020
     SCHC30,482$788 03/31/2020
Trexquant Investment LP32,175$785 03/31/2020
     SCHC32,175$785 03/31/2020
One Capital Management LLC30,994$756 03/31/2020
     SCHC30,994$756 03/31/2020
Captrust Financial Advisors32,390$753 03/31/2020
     SCHC32,390$753 03/31/2020
Buckingham Asset Management LLC30,732$750 03/31/2020
     SCHC30,732$750 03/31/2020
BOK Financial Private Wealth Inc.29,773$726 03/31/2020
     SCHC29,773$726 03/31/2020
Krilogy Financial LLC28,741$701 03/31/2020
     SCHC28,741$701 03/31/2020
SeaCrest Wealth Management LLC27,266$665 03/31/2020
     SCHC27,266$665 03/31/2020
Commonwealth Equity Services LLC26,702$651 03/31/2020
     SCHC26,702$651 03/31/2020
Advisor Group Holdings Inc.65,283$650 03/31/2020
     SCHC65,283$650 03/31/2020
Aspen Investment Management Inc25,924$633 03/31/2020
     SCHC25,924$633 03/31/2020
Sunbelt Securities Inc.20,529$615 03/31/2020
     SCHC20,529$615 03/31/2020
Athena Capital Advisors LLC25,000$610 03/31/2020
     SCHC25,000$610 03/31/2020
Bank of Montreal Can25,789$608 03/31/2020
     SCHC25,789$608 03/31/2020
Trellis Advisors LLC23,109$564 03/31/2020
     SCHC23,109$564 03/31/2020
Maxim Capital Management LLC22,665$553 03/31/2020
     SCHC22,665$553 03/31/2020
CVA Family Office LLC15,774$547 12/31/2019
     SCHC15,774$547 12/31/2019
Hurlow Wealth Management Group Inc.21,641$545 03/31/2020
     SCHC21,641$545 03/31/2020
Ironsides Asset Advisors LLC21,908$535 03/31/2020
     SCHC21,908$535 03/31/2020
Commerce Bank21,795$532 03/31/2020
     SCHC21,795$532 03/31/2020
Marshall Financial Group Inc. ADV21,558$526 03/31/2020
     SCHC21,558$526 03/31/2020
LPL Financial LLC21,072$514 03/31/2020
     SCHC21,072$514 03/31/2020
Carolina Wealth Advisors LLC21,011$513 03/31/2020
     SCHC21,011$513 03/31/2020
Strategic Financial Planning Inc.20,637$504 03/31/2020
     SCHC20,637$504 03/31/2020
Flow Traders U.S. LLC20,582$502 03/31/2020
     SCHC20,582$502 03/31/2020
CWM LLC20,169$492 03/31/2020
     SCHC20,169$492 03/31/2020
Madison Wealth Management20,115$491 03/31/2020
     SCHC20,115$491 03/31/2020
BCS Wealth Management19,945$487 03/31/2020
     SCHC19,945$487 03/31/2020
Raymond James Financial Services Advisors Inc.19,688$480 03/31/2020
     SCHC19,688$480 03/31/2020
Versant Capital Management Inc19,601$478 03/31/2020
     SCHC19,601$478 03/31/2020
Ladenburg Thalmann Financial Services Inc.13,175$455 12/31/2019
     SCHC13,175$455 12/31/2019
Vista Capital Partners Inc.18,444$450 03/31/2020
     SCHC18,444$450 03/31/2020
Vivaldi Capital Management LLC18,162$443 03/31/2020
     SCHC18,162$443 03/31/2020
Leisure Capital Management16,226$396 03/31/2020
     SCHC16,226$396 03/31/2020
Single Point Partners LLC15,507$378 03/31/2020
     SCHC15,507$378 03/31/2020
Janney Montgomery Scott LLC15,378$375 03/31/2020
     SCHC15,378$375 03/31/2020
Cambridge Investment Research Advisors Inc.15,143$369 03/31/2020
     SCHC15,143$369 03/31/2020
Brouwer & Janachowski LLC15,006$366 03/31/2020
     SCHC15,006$366 03/31/2020
Acorn Financial Advisory Services Inc. ADV14,064$341 03/31/2020
     SCHC14,064$341 03/31/2020
MADDEN SECURITIES Corp9,600$333 12/31/2019
     SCHC9,600$333 12/31/2019
Renaissance Technologies LLC13,500$329 03/31/2020
     SCHC13,500$329 03/31/2020
IFP Advisors Inc13,918$323 03/31/2020
     SCHC13,918$323 03/31/2020
Altfest L J & Co. Inc.12,791$312 03/31/2020
     SCHC12,791$312 03/31/2020
Raymond James & Associates12,659$309 03/31/2020
     SCHC12,659$309 03/31/2020
Gradient Capital Advisors LLC12,616$308 03/31/2020
     SCHC12,616$308 03/31/2020
Alpha Omega Wealth Management LLC12,526$306 03/31/2020
     SCHC12,526$306 03/31/2020
Pinnacle Associates Ltd.12,199$298 03/31/2020
     SCHC12,199$298 03/31/2020
MML Investors Services LLC11,926$291 03/31/2020
     SCHC11,926$291 03/31/2020
Strategic Family Wealth Counselors L.L.C.11,891$290 03/31/2020
     SCHC11,891$290 03/31/2020
Heritage Way Advisors LLC11,858$289 03/31/2020
     SCHC11,858$289 03/31/2020
Ifrah Financial Services Inc.11,724$286 03/31/2020
     SCHC11,724$286 03/31/2020
IMA Wealth Inc.11,626$284 03/31/2020
     SCHC11,626$284 03/31/2020
Blue Bell Private Wealth Management LLC10,668$260 03/31/2020
     SCHC10,668$260 03/31/2020
Koshinski Asset Management Inc.10,578$258 03/31/2020
     SCHC10,578$258 03/31/2020
Northwest Wealth Management LLC10,387$253 03/31/2020
     SCHC10,387$253 03/31/2020
Equitable Holdings Inc.10,225$249 03/31/2020
     SCHC10,225$249 03/31/2020
Sheaff Brock Investment Advisors LLC10,143$247 03/31/2020
     SCHC10,143$247 03/31/2020
Royal Bank of Canada9,961$243 03/31/2020
     SCHC9,961$243 03/31/2020
Gemmer Asset Management LLC9,783$239 03/31/2020
     SCHC9,783$239 03/31/2020
Harbour Investment Management LLC9,690$236 03/31/2020
     SCHC9,690$236 03/31/2020
Integrated Advisors Network LLC9,509$232 03/31/2020
     SCHC9,509$232 03/31/2020
Nwam LLC9,268$226 03/31/2020
     SCHC9,268$226 03/31/2020
FDx Advisors Inc.8,912$217 03/31/2020
     SCHC8,912$217 03/31/2020
Advisory Services Network LLC8,871$216 03/31/2020
     SCHC8,871$216 03/31/2020
Hengehold Capital Management LLC8,627$210 03/31/2020
     SCHC8,627$210 03/31/2020
HighTower Advisors LLC8,575$209 03/31/2020
     SCHC8,575$209 03/31/2020
Mainstay Capital Management LLC ADV8,940$208 03/31/2020
     SCHC8,940$208 03/31/2020
Garrison Asset Management LLC8,442$206 03/31/2020
     SCHC8,442$206 03/31/2020
Keybank National Association OH8,317$203 03/31/2020
     SCHC8,317$203 03/31/2020
Fairview Capital Investment Management LLC8,310$202 03/31/2020
     SCHC8,310$202 03/31/2020
Parallel Advisors LLC8,157$199 03/31/2020
     SCHC8,157$199 03/31/2020
Stearns Financial Services Group6,896$168 03/31/2020
     SCHC6,896$168 03/31/2020
Cedar Wealth Management LLC6,901$168 03/31/2020
     SCHC6,901$168 03/31/2020
HHM Wealth Advisors LLC6,675$163 03/31/2020
     SCHC6,675$163 03/31/2020
Asset Dedication LLC6,400$155 03/31/2020
     SCHC6,400$155 03/31/2020
Financial Architects Inc5,791$141 03/31/2020
     SCHC5,791$141 03/31/2020
Shine Investment Advisory Services Inc.5,534$135 03/31/2020
     SCHC5,534$135 03/31/2020
Quadrant Capital Group LLC5,422$133 03/31/2020
     SCHC5,422$133 03/31/2020
Clearstead Advisors LLC5,096$124 03/31/2020
     SCHC5,096$124 03/31/2020
AdvisorNet Financial Inc4,922$120 03/31/2020
     SCHC4,922$120 03/31/2020
Ambassador Advisors LLC4,828$118 03/31/2020
     SCHC4,828$118 03/31/2020
Princeton Global Asset Management LLC4,481$109 03/31/2020
     SCHC4,481$109 03/31/2020
Larson Financial Group LLC4,381$107 03/31/2020
     SCHC4,381$107 03/31/2020
Bartlett & Co. LLC3,940$96 03/31/2020
     SCHC3,940$96 03/31/2020
TCI Wealth Advisors Inc.3,914$96 03/31/2020
     SCHC3,914$96 03/31/2020
Motco3,591$88 03/31/2020
     SCHC3,591$88 03/31/2020
Prime Capital Investment Advisors LLC3,385$83 03/31/2020
     SCHC3,385$83 03/31/2020
Transamerica Financial Advisors Inc.3,301$81 03/31/2020
     SCHC3,301$81 03/31/2020
Clear Investment Research LLC3,321$81 03/31/2020
     SCHC3,321$81 03/31/2020
Ameritas Investment Company LLC2,849$70 03/31/2020
     SCHC2,849$70 03/31/2020
Wealthcare Advisory Partners LLC2,755$67 03/31/2020
     SCHC2,755$67 03/31/2020
Parkside Financial Bank & Trust2,718$66 03/31/2020
     SCHC2,718$66 03/31/2020
Front Row Advisors LLC1,969$53 03/31/2020
     SCHC1,969$53 03/31/2020
Red Cedar Capital LLC1,815$44 03/31/2020
     SCHC1,815$44 03/31/2020
MUFG Americas Holdings Corp1,570$38 03/31/2020
     SCHC1,570$38 03/31/2020
Disciplined Investments LLC1,573$38 03/31/2020
     SCHC1,573$38 03/31/2020
Capital Directions Investment Advisors LLC1,489$36 03/31/2020
     SCHC1,489$36 03/31/2020
HM Payson & Co.1,013$35 12/31/2019
     SCHC1,013$35 12/31/2019
Private Ocean LLC1,239$30 03/31/2020
     SCHC1,239$30 03/31/2020
Independence Advisors LLC1,209$29 03/31/2020
     SCHC1,209$29 03/31/2020
FMR LLC1,161$28 03/31/2020
     SCHC1,161$28 03/31/2020
CBIZ Investment Advisory Services LLC1,148$28 03/31/2020
     SCHC1,148$28 03/31/2020
Aptus Capital Advisors LLC1,091$26 03/31/2020
     SCHC1,091$26 03/31/2020
Capital Square LLC1,050$26 03/31/2020
     SCHC1,050$26 03/31/2020
JFS Wealth Advisors LLC1,033$25 03/31/2020
     SCHC1,033$25 03/31/2020
Bessemer Group Inc.973$24 03/31/2020
     SCHC973$24 03/31/2020
Capital Investment Advisory Services LLC989$24 03/31/2020
     SCHC989$24 03/31/2020
Ameritas Investment Partners Inc.970$23 03/31/2020
     SCHC970$23 03/31/2020
Qube Research & Technologies Ltd897$22 03/31/2020
     SCHC897$22 03/31/2020
Lenox Wealth Management Inc.895$21 03/31/2020
     SCHC895$21 03/31/2020
John W. Brooker & Co. CPAs753$18 03/31/2020
     SCHC753$18 03/31/2020
Bedel Financial Consulting Inc.712$17 03/31/2020
     SCHC712$17 03/31/2020
Stratos Wealth Advisors LLC603$15 03/31/2020
     SCHC603$15 03/31/2020
C M Bidwell & Associates Ltd.585$14 03/31/2020
     SCHC585$14 03/31/2020
Litman Gregory Asset Management LLC535$13 03/31/2020
     SCHC535$13 03/31/2020
Tompkins Financial Corp502$12 03/31/2020
     SCHC502$12 03/31/2020
Burt Wealth Advisors500$12 03/31/2020
     SCHC500$12 03/31/2020
Procyon Private Wealth Partners LLC479$12 03/31/2020
     SCHC479$12 03/31/2020
Sugarloaf Wealth Management LLC459$11 03/31/2020
     SCHC459$11 03/31/2020
Jackson Hole Capital Partners LLC460$11 03/31/2020
     SCHC460$11 03/31/2020
Firestone Capital Management460$11 03/31/2020
     SCHC460$11 03/31/2020
Financial Advisory Service Inc.369$9 03/31/2020
     SCHC369$9 03/31/2020
Valeo Financial Advisors LLC293$8 03/31/2020
     SCHC293$8 03/31/2020
Citigroup Inc.300$7 03/31/2020
     SCHC300$7 03/31/2020
Glassman Wealth Services300$7 03/31/2020
     SCHC300$7 03/31/2020
Spectrum Management Group LLC236$6 03/31/2020
     SCHC236$6 03/31/2020
HCR Wealth Advisors242$6 03/31/2020
     SCHC242$6 03/31/2020
Truewealth LLC236$6 03/31/2020
     SCHC236$6 03/31/2020
Islay Capital Management LLC200$5 03/31/2020
     SCHC200$5 03/31/2020
Trustcore Financial Services LLC184$4 03/31/2020
     SCHC184$4 03/31/2020
Global Retirement Partners LLC148$4 03/31/2020
     SCHC148$4 03/31/2020
Meeder Asset Management Inc.104$3 03/31/2020
     SCHC104$3 03/31/2020
Manchester Financial Inc.115$3 03/31/2020
     SCHC115$3 03/31/2020
Bogart Wealth LLC111$3 03/31/2020
     SCHC111$3 03/31/2020
Orion Portfolio Solutions LLC124$3 03/31/2020
     SCHC124$3 03/31/2020
Filbrandt Wealth Management LLC137$3 03/31/2020
     SCHC137$3 03/31/2020
Creative Financial Designs Inc. ADV72$2 03/31/2020
     SCHC72$2 03/31/2020
Lee Financial Co100$2 03/31/2020
     SCHC100$2 03/31/2020
Signaturefd LLC71$2 03/31/2020
     SCHC71$2 03/31/2020
Allworth Financial LP80$2 03/31/2020
     SCHC80$2 03/31/2020
AlphaCore Capital LLC100$2 03/31/2020
     SCHC100$2 03/31/2020
HawsGoodwin Investment Management LLC127$2 03/31/2020
     SCHC127$2 03/31/2020
Center for Financial Planning Inc.72$2 03/31/2020
     SCHC72$2 03/31/2020
Davis Capital Management62$2 03/31/2020
     SCHC62$2 03/31/2020
Rowland Carmichael Advisors Inc. ADV25$1 03/31/2020
     SCHC25$1 03/31/2020
Northwestern Mutual Wealth Management Co.24$1 03/31/2020
     SCHC24$1 03/31/2020
Barrett Asset Management LLC41$1 03/31/2020
     SCHC41$1 03/31/2020
Column Capital Advisors LLC33$1 03/31/2020
     SCHC33$1 03/31/2020
Financial Management Professionals Inc.27$1 03/31/2020
     SCHC27$1 03/31/2020
Prestige Wealth Management Group LLC31$1 03/31/2020
     SCHC31$1 03/31/2020
Tsfg LLC7$1 03/31/2020
     SCHC7$1 03/31/2020
Tatro Capital LLC51$1 03/31/2020
     SCHC51$1 03/31/2020
Huntington National Bank1$0 03/31/2020
     SCHC1$0 03/31/2020
Proequities Inc.0$0 03/31/2020
     SCHC0$0 03/31/2020
Marquette Asset Management LLC14$0 03/31/2020
     SCHC14$0 03/31/2020
Sonora Investment Management LLC2$0 03/31/2020
     SCHC2$0 03/31/2020
NewSquare Capital LLC2$0 03/31/2020
     SCHC2$0 03/31/2020
Carroll Financial Associates Inc.12$0 03/31/2020
     SCHC12$0 03/31/2020
Lenox Wealth Advisors LLC5$0 03/31/2020
     SCHC5$0 03/31/2020
Capital Asset Advisory Services LLC17$0 03/31/2020
     SCHC17$0 03/31/2020
Golden State Wealth Management LLC6$0 03/31/2020
     SCHC6$0 03/31/2020

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

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