HoldingsChannel.com
On this page, we present all of the funds holding SCHC from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SCHC, with a link to that fund's top holdings. The next columns indicate the amount of SCHC stock held by each of the funds holding SCHC, followed by the SCHC position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 371 funds holding SCHC within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Charles Schwab Investment Advisory Inc.. For more details on the positions held by Charles Schwab Investment Advisory Inc. (or by any of the other funds holding SCHC), click the fund name in the "Holder" column of the funds-holding-SCHC table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Charles Schwab Investment Advisory Inc. | 38,797,027 | $1,353,628 | 12/31/2023 |
| SCHC | 38,797,027 | $1,353,628 | 12/31/2023 |
| The PNC Financial Services Group Inc. | 4,282,146 | $149,404 | 12/31/2023 |
| SCHC | 4,282,146 | $149,404 | 12/31/2023 |
| Savant Capital LLC | 3,685,776 | $128,597 | 12/31/2023 |
| SCHC | 3,685,776 | $128,597 | 12/31/2023 |
| Cerity Partners LLC | 3,375,572 | $117,774 | 12/31/2023 |
| SCHC | 3,375,572 | $117,774 | 12/31/2023 |
 Jane Street Group LLC | $92,321 | 12/31/2023 | |
| SCHC | 2,433,749 | $84,914 | 12/31/2023 |
| Call | 241,100 | $18,377 | 12/31/2023 |
| Put | 144,100 | $10,970 | 12/31/2023 |
| Envestnet Asset Management Inc. | 1,827,436 | $63,759 | 12/31/2023 |
| SCHC | 1,827,436 | $63,759 | 12/31/2023 |
| SageView Advisory Group LLC | 1,621,136 | $55,297 | 12/31/2023 |
| SCHC | 1,621,136 | $55,297 | 12/31/2023 |
| TIAA Trust National Association | 1,481,596 | $51,693 | 12/31/2023 |
| SCHC | 1,481,596 | $51,693 | 12/31/2023 |
| McAdam LLC | 1,436,955 | $51,443 | 03/31/2024 |
| SCHC | 1,436,955 | $51,443 | 03/31/2024 |
| Creative Planning | 1,440,089 | $50,245 | 12/31/2023 |
| SCHC | 1,440,089 | $50,245 | 12/31/2023 |
| BlackRock Inc. | 1,377,932 | $48,076 | 12/31/2023 |
| SCHC | 1,377,932 | $48,076 | 12/31/2023 |
| Advisory Alpha LLC | 1,306,115 | $45,573 | 12/31/2023 |
| SCHC | 1,306,115 | $45,573 | 12/31/2023 |
| CI Private Wealth LLC | 1,189,553 | $41,504 | 12/31/2023 |
| SCHC | 1,189,553 | $41,504 | 12/31/2023 |
| Capital Advisors Inc. OK | 1,069,495 | $37,315 | 12/31/2023 |
| SCHC | 1,069,495 | $37,315 | 12/31/2023 |
| Mather Group LLC. | 1,033,254 | $36,050 | 03/31/2024 |
| SCHC | 1,033,254 | $36,050 | 03/31/2024 |
| Charles Schwab Investment Management Inc. | 1,003,495 | $35,012 | 12/31/2023 |
| SCHC | 1,003,495 | $35,012 | 12/31/2023 |
| RSM US Wealth Management LLC | 918,144 | $32,034 | 12/31/2023 |
| SCHC | 918,144 | $32,034 | 12/31/2023 |
| Colony Group LLC | 903,794 | $31,533 | 12/31/2023 |
| SCHC | 903,794 | $31,533 | 12/31/2023 |
| Johnson Financial Group LLC | 867,609 | $30,271 | 12/31/2023 |
| SCHC | 867,609 | $30,271 | 12/31/2023 |
| New York Life Investment Management LLC | 841,332 | $29,354 | 12/31/2023 |
| SCHC | 841,332 | $29,354 | 12/31/2023 |
| Captrust Financial Advisors | 823,040 | $28,716 | 12/31/2023 |
| SCHC | 823,040 | $28,716 | 12/31/2023 |
| Rockbridge Investment Management LCC | 691,264 | $24,118 | 12/31/2023 |
| SCHC | 691,264 | $24,118 | 12/31/2023 |
| Wealth Enhancement Advisory Services LLC | 670,026 | $23,987 | 03/31/2024 |
| SCHC | 670,026 | $23,987 | 03/31/2024 |
| Pure Financial Advisors Inc. | 633,949 | $22,695 | 03/31/2024 |
| SCHC | 633,949 | $22,695 | 03/31/2024 |
| Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 491,113 | $17,135 | 12/31/2023 |
| SCHC | 491,113 | $17,135 | 12/31/2023 |
| GHP Investment Advisors Inc. | 469,927 | $16,823 | 03/31/2024 |
| SCHC | 469,927 | $16,823 | 03/31/2024 |
| Cetera Investment Advisers | 481,097 | $16,785 | 12/31/2023 |
| SCHC | 481,097 | $16,785 | 12/31/2023 |
| Morton Brown Family Wealth LLC | 404,423 | $14,478 | 03/31/2024 |
| SCHC | 404,423 | $14,478 | 03/31/2024 |
| Morgan Stanley | 396,102 | $13,820 | 12/31/2023 |
| SCHC | 396,102 | $13,820 | 12/31/2023 |
| Citadel Advisors LLC | 392,095 | $13,680 | 12/31/2023 |
| SCHC | 392,095 | $13,680 | 12/31/2023 |
| UBS Group AG | 343,184 | $11,974 | 12/31/2023 |
| SCHC | 343,184 | $11,974 | 12/31/2023 |
| JFG Wealth Management LLC | 332,781 | $11,611 | 12/31/2023 |
| SCHC | 332,781 | $11,611 | 12/31/2023 |
| ACT Wealth Management LLC | 286,605 | $10,260 | 03/31/2024 |
| SCHC | 286,605 | $10,260 | 03/31/2024 |
| Charles Schwab Trust Co | 278,999 | $9,988 | 03/31/2024 |
| SCHC | 278,999 | $9,988 | 03/31/2024 |
| Vise Technologies Inc. | 285,014 | $9,944 | 12/31/2023 |
| SCHC | 285,014 | $9,944 | 12/31/2023 |
| Jones Financial Companies Lllp | 249,958 | $8,721 | 12/31/2023 |
| SCHC | 249,958 | $8,721 | 12/31/2023 |
| Valley National Advisers Inc. | 243,191 | $8,705 | 03/31/2024 |
| SCHC | 243,191 | $8,705 | 03/31/2024 |
| Capital Insight Partners LLC | 243,006 | $8,700 | 03/31/2024 |
| SCHC | 243,006 | $8,700 | 03/31/2024 |
| One Capital Management LLC | 247,079 | $8,621 | 12/31/2023 |
| SCHC | 247,079 | $8,621 | 12/31/2023 |
| Atlas Capital Advisors LLC | 227,374 | $8,140 | 03/31/2024 |
| SCHC | 227,374 | $8,140 | 03/31/2024 |
| Redwood Investment Management LLC | 232,991 | $8,129 | 12/31/2023 |
| SCHC | 232,991 | $8,129 | 12/31/2023 |
| Nicholas Hoffman & Company LLC. | 219,818 | $7,869 | 03/31/2024 |
| SCHC | 219,818 | $7,869 | 03/31/2024 |
| LPL Financial LLC | 212,276 | $7,406 | 12/31/2023 |
| SCHC | 212,276 | $7,406 | 12/31/2023 |
| West Paces Advisors Inc. | 198,514 | $7,107 | 03/31/2024 |
| SCHC | 198,514 | $7,107 | 03/31/2024 |
| Tortoise Investment Management LLC | 200,385 | $6,991 | 12/31/2023 |
| SCHC | 200,385 | $6,991 | 12/31/2023 |
| Valmark Advisers Inc. | 196,120 | $6,843 | 12/31/2023 |
| SCHC | 196,120 | $6,843 | 12/31/2023 |
| Integrated Wealth Concepts LLC | 195,750 | $6,830 | 12/31/2023 |
| SCHC | 195,750 | $6,830 | 12/31/2023 |
| Mission Wealth Management LP | 186,429 | $6,505 | 12/31/2023 |
| SCHC | 186,429 | $6,505 | 12/31/2023 |
| PrairieView Partners LLC | 185,284 | $6,465 | 12/31/2023 |
| SCHC | 185,284 | $6,465 | 12/31/2023 |
| Beaird Harris Wealth Management LLC | 185,024 | $6,455 | 12/31/2023 |
| SCHC | 185,024 | $6,455 | 12/31/2023 |
| Strategic Financial Planning Inc. | 179,399 | $6,422 | 03/31/2024 |
| SCHC | 179,399 | $6,422 | 03/31/2024 |
| Courage Miller Partners LLC | 178,899 | $6,405 | 03/31/2024 |
| SCHC | 178,899 | $6,405 | 03/31/2024 |
| Brand Asset Management Group Inc. | 180,364 | $6,293 | 12/31/2023 |
| SCHC | 180,364 | $6,293 | 12/31/2023 |
| Means Investment CO. Inc. | 174,763 | $6,257 | 03/31/2024 |
| SCHC | 174,763 | $6,257 | 03/31/2024 |
| Hancock Whitney Corp | 177,391 | $6,189 | 12/31/2023 |
| SCHC | 177,391 | $6,189 | 12/31/2023 |
| Royal Bank of Canada | 173,703 | $6,061 | 12/31/2023 |
| SCHC | 173,703 | $6,061 | 12/31/2023 |
| HighTower Advisors LLC | 172,898 | $6,031 | 12/31/2023 |
| SCHC | 172,898 | $6,031 | 12/31/2023 |
| Bell Investment Advisors Inc | 164,615 | $5,743 | 12/31/2023 |
| SCHC | 164,615 | $5,743 | 12/31/2023 |
| Financial Consulate Inc. | 159,399 | $5,706 | 03/31/2024 |
| SCHC | 159,399 | $5,706 | 03/31/2024 |
| Transamerica Financial Advisors Inc. | 163,418 | $5,702 | 12/31/2023 |
| SCHC | 163,418 | $5,702 | 12/31/2023 |
| Wooster Corthell Wealth Management Inc. | 162,439 | $5,667 | 12/31/2023 |
| SCHC | 162,439 | $5,667 | 12/31/2023 |
| Prime Capital Investment Advisors LLC | 159,545 | $5,567 | 12/31/2023 |
| SCHC | 159,545 | $5,567 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 151,548 | $5,287 | 12/31/2023 |
| SCHC | 151,548 | $5,287 | 12/31/2023 |
| Main Street Financial Solutions LLC | 146,653 | $5,250 | 03/31/2024 |
| SCHC | 146,653 | $5,250 | 03/31/2024 |
| Soltis Investment Advisors LLC | 150,273 | $5,243 | 12/31/2023 |
| SCHC | 150,273 | $5,243 | 12/31/2023 |
| Clearwater Capital Advisors LLC | 144,314 | $5,035 | 12/31/2023 |
| SCHC | 144,314 | $5,035 | 12/31/2023 |
| Wells Fargo & Company MN | 143,702 | $5,014 | 12/31/2023 |
| SCHC | 143,702 | $5,014 | 12/31/2023 |
| Kathleen S. Wright Associates Inc. | 139,229 | $4,984 | 03/31/2024 |
| SCHC | 139,229 | $4,984 | 03/31/2024 |
| Coldstream Capital Management Inc. | 142,635 | $4,977 | 12/31/2023 |
| SCHC | 142,635 | $4,977 | 12/31/2023 |
| Moneta Group Investment Advisors LLC | 136,103 | $4,749 | 12/31/2023 |
| SCHC | 136,103 | $4,749 | 12/31/2023 |
| Sailer Financial LLC | 132,991 | $4,640 | 12/31/2023 |
| SCHC | 132,991 | $4,640 | 12/31/2023 |
| Kohmann Bosshard Financial Services LLC | 126,032 | $4,512 | 03/31/2024 |
| SCHC | 126,032 | $4,512 | 03/31/2024 |
| CENTRAL TRUST Co | 121,113 | $4,336 | 03/31/2024 |
| SCHC | 121,113 | $4,336 | 03/31/2024 |
| Cetera Advisor Networks LLC | 124,144 | $4,331 | 12/31/2023 |
| SCHC | 124,144 | $4,331 | 12/31/2023 |
| Symmetry Partners LLC | 119,508 | $4,278 | 03/31/2024 |
| SCHC | 119,508 | $4,278 | 03/31/2024 |
| Bank of America Corp DE | 122,172 | $4,263 | 12/31/2023 |
| SCHC | 122,172 | $4,263 | 12/31/2023 |
| Wedmont Private Capital | 111,758 | $4,002 | 03/31/2024 |
| SCHC | 111,758 | $4,002 | 03/31/2024 |
| Brooklyn FI LLC | 109,941 | $3,936 | 03/31/2024 |
| SCHC | 109,941 | $3,936 | 03/31/2024 |
| Perigon Wealth Management LLC | 110,923 | $3,870 | 12/31/2023 |
| SCHC | 110,923 | $3,870 | 12/31/2023 |
| Latigo Investments LLC | 107,467 | $3,750 | 12/31/2023 |
| SCHC | 107,467 | $3,750 | 12/31/2023 |
| Procyon Private Wealth Partners LLC | 101,286 | $3,626 | 03/31/2024 |
| SCHC | 101,286 | $3,626 | 03/31/2024 |
| Patriot Investment Management Inc. | 97,208 | $3,480 | 03/31/2024 |
| SCHC | 97,208 | $3,480 | 03/31/2024 |
| Evergreen Capital Management LLC | 97,697 | $3,409 | 12/31/2023 |
| SCHC | 97,697 | $3,409 | 12/31/2023 |
| FMR LLC | 93,923 | $3,277 | 12/31/2023 |
| SCHC | 93,923 | $3,277 | 12/31/2023 |
| Cornerstone Wealth Advisors Inc. | 90,097 | $3,225 | 03/31/2024 |
| SCHC | 90,097 | $3,225 | 03/31/2024 |
| Stifel Financial Corp | 87,896 | $3,067 | 12/31/2023 |
| SCHC | 87,896 | $3,067 | 12/31/2023 |
| HBK Sorce Advisory LLC | 82,499 | $2,878 | 12/31/2023 |
| SCHC | 82,499 | $2,878 | 12/31/2023 |
| St. Louis Trust Co | 78,639 | $2,744 | 12/31/2023 |
| SCHC | 78,639 | $2,744 | 12/31/2023 |
| Upper Left Wealth Management LLC | 76,066 | $2,723 | 03/31/2024 |
| SCHC | 76,066 | $2,723 | 03/31/2024 |
| Texas Yale Capital Corp. | 73,937 | $2,580 | 12/31/2023 |
| SCHC | 73,937 | $2,580 | 12/31/2023 |
| Northern Trust Corp | 73,671 | $2,570 | 12/31/2023 |
| SCHC | 73,671 | $2,570 | 12/31/2023 |
| Quadrant Capital Group LLC | 70,193 | $2,449 | 12/31/2023 |
| SCHC | 70,193 | $2,449 | 12/31/2023 |
| BKD Wealth Advisors LLC | 68,307 | $2,445 | 03/31/2024 |
| SCHC | 68,307 | $2,445 | 03/31/2024 |
| Columbus Macro LLC | 67,687 | $2,423 | 03/31/2024 |
| SCHC | 67,687 | $2,423 | 03/31/2024 |
| Aire Advisors LLC | 68,484 | $2,390 | 12/31/2023 |
| SCHC | 68,484 | $2,390 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 66,569 | $2,383 | 03/31/2024 |
| SCHC | 66,569 | $2,383 | 03/31/2024 |
| Shakespeare Wealth Management Inc. | 67,290 | $2,348 | 12/31/2023 |
| SCHC | 67,290 | $2,348 | 12/31/2023 |
| CWM LLC | 64,810 | $2,320 | 03/31/2024 |
| SCHC | 64,810 | $2,320 | 03/31/2024 |
| Falcon Wealth Planning | 62,446 | $2,236 | 03/31/2024 |
| SCHC | 62,446 | $2,236 | 03/31/2024 |
| M Holdings Securities Inc. | 63,542 | $2,217 | 12/31/2023 |
| SCHC | 63,542 | $2,217 | 12/31/2023 |
| Advisor Group Holdings Inc. | 63,171 | $2,204 | 12/31/2023 |
| SCHC | 63,171 | $2,204 | 12/31/2023 |
| Cabot Wealth Management Inc. | 61,990 | $2,163 | 12/31/2023 |
| SCHC | 61,990 | $2,163 | 12/31/2023 |
| Elm Partners Management LLC | 60,668 | $2,117 | 12/31/2023 |
| SCHC | 60,668 | $2,117 | 12/31/2023 |
| TAP Consulting LLC | 58,050 | $2,078 | 03/31/2024 |
| SCHC | 58,050 | $2,078 | 03/31/2024 |
| Northwest Capital Management Inc | 57,984 | $2,076 | 03/31/2024 |
| SCHC | 57,984 | $2,076 | 03/31/2024 |
| Noble Family Wealth LLC | 55,071 | $1,972 | 03/31/2024 |
| SCHC | 55,071 | $1,972 | 03/31/2024 |
| Choate Investment Advisors | 56,000 | $1,954 | 12/31/2023 |
| SCHC | 56,000 | $1,954 | 12/31/2023 |
| Traveka Wealth LLC | 53,792 | $1,926 | 03/31/2024 |
| SCHC | 53,792 | $1,926 | 03/31/2024 |
| Goldman Sachs Group Inc. | 55,012 | $1,919 | 12/31/2023 |
| SCHC | 55,012 | $1,919 | 12/31/2023 |
| Horan Capital Advisors LLC. | 51,819 | $1,808 | 12/31/2023 |
| SCHC | 51,819 | $1,808 | 12/31/2023 |
| Abacus Planning Group Inc. | 48,419 | $1,733 | 03/31/2024 |
| SCHC | 48,419 | $1,733 | 03/31/2024 |
| US Bancorp DE | 47,971 | $1,674 | 12/31/2023 |
| SCHC | 47,971 | $1,674 | 12/31/2023 |
| OLD Mission Capital LLC | 45,151 | $1,575 | 12/31/2023 |
| SCHC | 45,151 | $1,575 | 12/31/2023 |
| Modera Wealth Management LLC | 43,631 | $1,522 | 12/31/2023 |
| SCHC | 43,631 | $1,522 | 12/31/2023 |
| Integris Wealth Management LLC | 43,552 | $1,520 | 12/31/2023 |
| SCHC | 43,552 | $1,520 | 12/31/2023 |
| Buckingham Strategic Wealth LLC | 42,803 | $1,493 | 12/31/2023 |
| SCHC | 42,803 | $1,493 | 12/31/2023 |
| Mariner LLC | 42,183 | $1,472 | 12/31/2023 |
| SCHC | 42,183 | $1,472 | 12/31/2023 |
| Natixis Advisors L.P. | 39,789 | $1,424 | 03/31/2024 |
| SCHC | 39,789 | $1,424 | 03/31/2024 |
| United Capital Financial Advisers LLC | 40,167 | $1,401 | 12/31/2023 |
| SCHC | 40,167 | $1,401 | 12/31/2023 |
| ZRC Wealth Management LLC | 37,316 | $1,336 | 03/31/2024 |
| SCHC | 37,316 | $1,336 | 03/31/2024 |
| Strategic Family Wealth Counselors L.L.C. | 38,206 | $1,333 | 12/31/2023 |
| SCHC | 38,206 | $1,333 | 12/31/2023 |
| Fonville Wealth Management LLC | 35,974 | $1,288 | 03/31/2024 |
| SCHC | 35,974 | $1,288 | 03/31/2024 |
| Dopkins Wealth Management LLC | 36,874 | $1,287 | 12/31/2023 |
| SCHC | 36,874 | $1,287 | 12/31/2023 |
| Financial Engines Advisors L.L.C. | 35,833 | $1,250 | 12/31/2023 |
| SCHC | 35,833 | $1,250 | 12/31/2023 |
| Stone Point Wealth LLC | 35,526 | $1,240 | 12/31/2023 |
| SCHC | 35,526 | $1,240 | 12/31/2023 |
| Focus Financial Network Inc. ADV | 34,986 | $1,221 | 12/31/2023 |
| SCHC | 34,986 | $1,221 | 12/31/2023 |
| Mercer Global Advisors Inc. ADV | 34,326 | $1,198 | 12/31/2023 |
| SCHC | 34,326 | $1,198 | 12/31/2023 |
| SOL Capital Management CO | 32,863 | $1,176 | 03/31/2024 |
| SCHC | 32,863 | $1,176 | 03/31/2024 |
| Acorn Financial Advisory Services Inc. ADV | 34,335 | $1,169 | 12/31/2023 |
| SCHC | 34,335 | $1,169 | 12/31/2023 |
| Walkner Condon Financial Advisors LLC | 32,491 | $1,162 | 03/31/2024 |
| SCHC | 32,491 | $1,162 | 03/31/2024 |
| Wealth Architects LLC | 32,793 | $1,144 | 12/31/2023 |
| SCHC | 32,793 | $1,144 | 12/31/2023 |
| NorthCrest Asset Manangement LLC | 31,891 | $1,142 | 03/31/2024 |
| SCHC | 31,891 | $1,142 | 03/31/2024 |
| Koshinski Asset Management Inc. | 32,176 | $1,123 | 12/31/2023 |
| SCHC | 32,176 | $1,123 | 12/31/2023 |
| Oakwell Private Wealth Management LLC | 31,351 | $1,122 | 03/31/2024 |
| SCHC | 31,351 | $1,122 | 03/31/2024 |
| Foster Group Inc. | 30,445 | $1,090 | 03/31/2024 |
| SCHC | 30,445 | $1,090 | 03/31/2024 |
| Commerce Bank | 30,712 | $1,072 | 12/31/2023 |
| SCHC | 30,712 | $1,072 | 12/31/2023 |
| Resources Investment Advisors LLC. | 30,461 | $1,063 | 12/31/2023 |
| SCHC | 30,461 | $1,063 | 12/31/2023 |
| American Century Companies Inc. | 30,131 | $1,051 | 12/31/2023 |
| SCHC | 30,131 | $1,051 | 12/31/2023 |
| Hexagon Capital Partners LLC | 29,015 | $1,039 | 03/31/2024 |
| SCHC | 29,015 | $1,039 | 03/31/2024 |
| SeaCrest Wealth Management LLC | 28,585 | $1,023 | 03/31/2024 |
| SCHC | 28,585 | $1,023 | 03/31/2024 |
| Commonwealth Equity Services LLC | 29,111 | $1,016 | 12/31/2023 |
| SCHC | 29,111 | $1,016 | 12/31/2023 |
| Single Point Partners LLC | 28,233 | $1,011 | 03/31/2024 |
| SCHC | 28,233 | $1,011 | 03/31/2024 |
| CVA Family Office LLC | 27,824 | $996 | 03/31/2024 |
| SCHC | 27,824 | $996 | 03/31/2024 |
| Carolina Wealth Advisors LLC | 27,709 | $992 | 03/31/2024 |
| SCHC | 27,709 | $992 | 03/31/2024 |
| Focus Financial Network Inc. | 28,895 | $988 | 03/31/2024 |
| SCHC | 28,895 | $988 | 03/31/2024 |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 28,123 | $981 | 12/31/2023 |
| SCHC | 28,123 | $981 | 12/31/2023 |
| Leisure Capital Management | 28,097 | $980 | 12/31/2023 |
| SCHC | 28,097 | $980 | 12/31/2023 |
| Fortress Wealth Management Inc. | 25,907 | $927 | 03/31/2024 |
| SCHC | 25,907 | $927 | 03/31/2024 |
| Flow Traders U.S. LLC | 26,225 | $915 | 12/31/2023 |
| SCHC | 26,225 | $915 | 12/31/2023 |
| GWM Advisors LLC | 26,122 | $879 | 12/31/2023 |
| SCHC | 26,122 | $879 | 12/31/2023 |
| LTG Capital LLC | 25,162 | $878 | 12/31/2023 |
| SCHC | 25,162 | $878 | 12/31/2023 |
| Richard P Slaughter Associates Inc | 23,569 | $844 | 03/31/2024 |
| SCHC | 23,569 | $844 | 03/31/2024 |
| Moisand Fitzgerald Tamayo LLC | 23,301 | $834 | 03/31/2024 |
| SCHC | 23,301 | $834 | 03/31/2024 |
| OneAscent Financial Services LLC | 23,210 | $831 | 03/31/2024 |
| SCHC | 23,210 | $831 | 03/31/2024 |
| McLean Asset Management Corp | 23,077 | $826 | 03/31/2024 |
| SCHC | 23,077 | $826 | 03/31/2024 |
| Index Fund Advisors Inc. | 22,669 | $791 | 12/31/2023 |
| SCHC | 22,669 | $791 | 12/31/2023 |
| Sequoia Financial Advisors LLC | 22,550 | $787 | 12/31/2023 |
| SCHC | 22,550 | $787 | 12/31/2023 |
| Capital Analysts LLC | 22,531 | $786 | 12/31/2023 |
| SCHC | 22,531 | $786 | 12/31/2023 |
| Miracle Mile Advisors LLC | 21,863 | $783 | 03/31/2024 |
| SCHC | 21,863 | $783 | 03/31/2024 |
| Colony Family Offices LLC | 22,011 | $768 | 12/31/2023 |
| SCHC | 22,011 | $768 | 12/31/2023 |
| BCS Wealth Management | 20,572 | $736 | 03/31/2024 |
| SCHC | 20,572 | $736 | 03/31/2024 |
| Braun Bostich & Associates Inc. | 20,933 | $730 | 12/31/2023 |
| SCHC | 20,933 | $730 | 12/31/2023 |
| Mill Creek Capital Advisors LLC | 20,761 | $724 | 12/31/2023 |
| SCHC | 20,761 | $724 | 12/31/2023 |
| Peak Financial Management Inc. | 20,103 | $720 | 03/31/2024 |
| SCHC | 20,103 | $720 | 03/31/2024 |
| Vista Private Wealth Partners. LLC | 20,840 | $710 | 12/31/2023 |
| SCHC | 20,840 | $710 | 12/31/2023 |
| Bank of Montreal Can | 20,143 | $704 | 12/31/2023 |
| SCHC | 20,143 | $704 | 12/31/2023 |
| Aspen Investment Management Inc | 19,578 | $701 | 03/31/2024 |
| SCHC | 19,578 | $701 | 03/31/2024 |
| JPMorgan Chase & Co. | 19,961 | $696 | 12/31/2023 |
| SCHC | 19,961 | $696 | 12/31/2023 |
| Guardian Financial Partners LLC | 19,295 | $691 | 03/31/2024 |
| SCHC | 19,295 | $691 | 03/31/2024 |
| Sterling Wealth Management Inc. | 19,321 | $674 | 12/31/2023 |
| SCHC | 19,321 | $674 | 12/31/2023 |
| Omega Financial Group LLC | 17,758 | $636 | 03/31/2024 |
| SCHC | 17,758 | $636 | 03/31/2024 |
| Blue Barn Wealth LLC | 18,107 | $632 | 12/31/2023 |
| SCHC | 18,107 | $632 | 12/31/2023 |
| Fifth Third Securities Inc. | 17,624 | $631 | 03/31/2024 |
| SCHC | 17,624 | $631 | 03/31/2024 |
| Sand Hill Global Advisors LLC | 18,062 | $630 | 12/31/2023 |
| SCHC | 18,062 | $630 | 12/31/2023 |
| Cresset Asset Management LLC | 17,839 | $622 | 12/31/2023 |
| SCHC | 17,839 | $622 | 12/31/2023 |
| Krilogy Financial LLC | 17,194 | $616 | 03/31/2024 |
| SCHC | 17,194 | $616 | 03/31/2024 |
| Investment Partners Asset Management Inc. | 16,822 | $602 | 03/31/2024 |
| SCHC | 16,822 | $602 | 03/31/2024 |
| Collective Family Office LLC | 16,720 | $599 | 03/31/2024 |
| SCHC | 16,720 | $599 | 03/31/2024 |
| Altfest L J & Co. Inc. | 16,563 | $593 | 03/31/2024 |
| SCHC | 16,563 | $593 | 03/31/2024 |
| Parkside Financial Bank & Trust | 16,917 | $590 | 12/31/2023 |
| SCHC | 16,917 | $590 | 12/31/2023 |
| AE Wealth Management LLC | 17,201 | $586 | 12/31/2023 |
| SCHC | 17,201 | $586 | 12/31/2023 |
| Integrated Advisors Network LLC | 16,655 | $581 | 12/31/2023 |
| SCHC | 16,655 | $581 | 12/31/2023 |
| Equitable Holdings Inc. | 16,583 | $579 | 12/31/2023 |
| SCHC | 16,583 | $579 | 12/31/2023 |
| Vawter Financial Ltd. | 16,483 | $575 | 12/31/2023 |
| SCHC | 16,483 | $575 | 12/31/2023 |
| Marshall Financial Group Inc. ADV | 16,366 | $571 | 12/31/2023 |
| SCHC | 16,366 | $571 | 12/31/2023 |
| Kestra Private Wealth Services LLC | 16,322 | $569 | 12/31/2023 |
| SCHC | 16,322 | $569 | 12/31/2023 |
| Tempus Wealth Planning LLC | 15,498 | $555 | 03/31/2024 |
| SCHC | 15,498 | $555 | 03/31/2024 |
| Argent Trust Co | 15,831 | $552 | 12/31/2023 |
| SCHC | 15,831 | $552 | 12/31/2023 |
| Beacon Pointe Advisors LLC | 15,267 | $533 | 12/31/2023 |
| SCHC | 15,267 | $533 | 12/31/2023 |
| Lindenwold Advisors | 15,250 | $532 | 12/31/2023 |
| SCHC | 15,250 | $532 | 12/31/2023 |
| Moran Wealth Management LLC | 14,548 | $508 | 12/31/2023 |
| SCHC | 14,548 | $508 | 12/31/2023 |
| Capasso Planning Partners LLC | 14,140 | $506 | 03/31/2024 |
| SCHC | 14,140 | $506 | 03/31/2024 |
| Oarsman Capital Inc. | 14,432 | $504 | 12/31/2023 |
| SCHC | 14,432 | $504 | 12/31/2023 |
| Motco | 14,177 | $495 | 12/31/2023 |
| SCHC | 14,177 | $495 | 12/31/2023 |
| Private Wealth Management Group LLC | 13,942 | $486 | 12/31/2023 |
| SCHC | 13,942 | $486 | 12/31/2023 |
| Avaii Wealth Management LLC | 13,523 | $472 | 12/31/2023 |
| SCHC | 13,523 | $472 | 12/31/2023 |
| SignalPoint Asset Management LLC | 13,093 | $469 | 03/31/2024 |
| SCHC | 13,093 | $469 | 03/31/2024 |
| Pinnacle Associates Ltd. | 12,929 | $463 | 03/31/2024 |
| SCHC | 12,929 | $463 | 03/31/2024 |
| Dynamic Advisor Solutions LLC | 12,564 | $450 | 03/31/2024 |
| SCHC | 12,564 | $450 | 03/31/2024 |
| Morris Financial Concepts Inc. | 12,468 | $446 | 03/31/2024 |
| SCHC | 12,468 | $446 | 03/31/2024 |
| Allworth Financial LP | 12,169 | $436 | 03/31/2024 |
| SCHC | 12,169 | $436 | 03/31/2024 |
| Essex Financial Services Inc. | 12,158 | $435 | 03/31/2024 |
| SCHC | 12,158 | $435 | 03/31/2024 |
| WMS Partners LLC | 12,121 | $423 | 12/31/2023 |
| SCHC | 12,121 | $423 | 12/31/2023 |
| Simon Quick Advisors LLC | 11,642 | $417 | 03/31/2024 |
| SCHC | 11,642 | $417 | 03/31/2024 |
| Lantz Financial LLC | 11,619 | $416 | 03/31/2024 |
| SCHC | 11,619 | $416 | 03/31/2024 |
| Summit Financial Strategies Inc. | 11,854 | $414 | 12/31/2023 |
| SCHC | 11,854 | $414 | 12/31/2023 |
| Life Planning Partners Inc | 11,859 | $414 | 12/31/2023 |
| SCHC | 11,859 | $414 | 12/31/2023 |
| Blue Bell Private Wealth Management LLC | 11,325 | $405 | 03/31/2024 |
| SCHC | 11,325 | $405 | 03/31/2024 |
| Robertson Stephens Wealth Management LLC | 11,617 | $405 | 12/31/2023 |
| SCHC | 11,617 | $405 | 12/31/2023 |
| Phocas Financial Corp. | 11,284 | $404 | 03/31/2024 |
| SCHC | 11,284 | $404 | 03/31/2024 |
| MML Investors Services LLC | 11,521 | $402 | 12/31/2023 |
| SCHC | 11,521 | $402 | 12/31/2023 |
| Annapolis Financial Services LLC | 11,193 | $401 | 03/31/2024 |
| SCHC | 11,193 | $401 | 03/31/2024 |
| Ifrah Financial Services Inc. | 11,290 | $394 | 12/31/2023 |
| SCHC | 11,290 | $394 | 12/31/2023 |
| J.W. Cole Advisors Inc. | 11,283 | $394 | 12/31/2023 |
| SCHC | 11,283 | $394 | 12/31/2023 |
| Dorsey & Whitney Trust CO LLC | 11,200 | $391 | 12/31/2023 |
| SCHC | 11,200 | $391 | 12/31/2023 |
| Seaside Wealth Management Inc. | 9,816 | $351 | 03/31/2024 |
| SCHC | 9,816 | $351 | 03/31/2024 |
| Cullen Frost Bankers Inc. | 9,926 | $346 | 12/31/2023 |
| SCHC | 9,926 | $346 | 12/31/2023 |
| Elmwood Wealth Management Inc. | 9,908 | $346 | 12/31/2023 |
| SCHC | 9,908 | $346 | 12/31/2023 |
| Vista Capital Partners Inc. | 9,890 | $345 | 12/31/2023 |
| SCHC | 9,890 | $345 | 12/31/2023 |
| James J. Burns & Company LLC | 9,601 | $340 | 03/31/2024 |
| SCHC | 9,601 | $340 | 03/31/2024 |
| Alpha Omega Wealth Management LLC | 9,483 | $339 | 03/31/2024 |
| SCHC | 9,483 | $339 | 03/31/2024 |
| Renaissance Technologies LLC | 9,723 | $339 | 12/31/2023 |
| SCHC | 9,723 | $339 | 12/31/2023 |
| Harbour Investment Management LLC | 9,655 | $337 | 12/31/2023 |
| SCHC | 9,655 | $337 | 12/31/2023 |
| Canopy Partners LLC | 9,638 | $336 | 12/31/2023 |
| SCHC | 9,638 | $336 | 12/31/2023 |
| Tranquility Partners LLC | 9,513 | $332 | 12/31/2023 |
| SCHC | 9,513 | $332 | 12/31/2023 |
| Boston Private Wealth LLC | 9,323 | $325 | 12/31/2023 |
| SCHC | 9,323 | $325 | 12/31/2023 |
| Capital Performance Advisors LLP | 9,008 | $322 | 03/31/2024 |
| SCHC | 9,008 | $322 | 03/31/2024 |
| Busey Wealth Management | 8,854 | $317 | 03/31/2024 |
| SCHC | 8,854 | $317 | 03/31/2024 |
| Alesco Advisors LLC | 9,036 | $315 | 12/31/2023 |
| SCHC | 9,036 | $315 | 12/31/2023 |
| Kestra Advisory Services LLC | 8,914 | $311 | 12/31/2023 |
| SCHC | 8,914 | $311 | 12/31/2023 |
| Geometric Wealth Advisors | 8,891 | $310 | 12/31/2023 |
| SCHC | 8,891 | $310 | 12/31/2023 |
| Wetherby Asset Management Inc. | 8,683 | $303 | 12/31/2023 |
| SCHC | 8,683 | $303 | 12/31/2023 |
| Wealthcare Advisory Partners LLC | 8,434 | $302 | 03/31/2024 |
| SCHC | 8,434 | $302 | 03/31/2024 |
| Mainstay Capital Management LLC ADV | 8,625 | $301 | 12/31/2023 |
| SCHC | 8,625 | $301 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 8,324 | $298 | 03/31/2024 |
| SCHC | 8,324 | $298 | 03/31/2024 |
| TCG Advisory Services LLC | 8,373 | $292 | 12/31/2023 |
| SCHC | 8,373 | $292 | 12/31/2023 |
| Schoolcraft Capital LLC | 8,039 | $288 | 03/31/2024 |
| SCHC | 8,039 | $288 | 03/31/2024 |
| Millennium Management LLC | 8,222 | $287 | 12/31/2023 |
| SCHC | 8,222 | $287 | 12/31/2023 |
| Buckingham Strategic Partners | 8,195 | $286 | 12/31/2023 |
| SCHC | 8,195 | $286 | 12/31/2023 |
| Empower Advisory Group LLC | 8,124 | $283 | 12/31/2023 |
| SCHC | 8,124 | $283 | 12/31/2023 |
| Black Diamond Financial LLC | 8,056 | $281 | 12/31/2023 |
| SCHC | 8,056 | $281 | 12/31/2023 |
| IVC Wealth Advisors LLC | 7,736 | $277 | 03/31/2024 |
| SCHC | 7,736 | $277 | 03/31/2024 |
| Cetera Advisors LLC | 7,781 | $271 | 12/31/2023 |
| SCHC | 7,781 | $271 | 12/31/2023 |
| Advisory Services Network LLC | 7,770 | $271 | 12/31/2023 |
| SCHC | 7,770 | $271 | 12/31/2023 |
| Raymond James & Associates | 7,517 | $269 | 03/31/2024 |
| SCHC | 7,517 | $269 | 03/31/2024 |
| Merriman Wealth Management LLC | 7,695 | $268 | 12/31/2023 |
| SCHC | 7,695 | $268 | 12/31/2023 |
| Truist Financial Corp | 7,276 | $254 | 12/31/2023 |
| SCHC | 7,276 | $254 | 12/31/2023 |
| Nwam LLC | 7,276 | $254 | 12/31/2023 |
| SCHC | 7,276 | $254 | 12/31/2023 |
| Paragon Capital Management Ltd | 6,984 | $250 | 03/31/2024 |
| SCHC | 6,984 | $250 | 03/31/2024 |
| 25 LLC | 6,793 | $243 | 03/31/2024 |
| SCHC | 6,793 | $243 | 03/31/2024 |
| HHM Wealth Advisors LLC | 6,976 | $243 | 12/31/2023 |
| SCHC | 6,976 | $243 | 12/31/2023 |
| Obermeyer Wood Investment Counsel Lllp | 6,898 | $241 | 12/31/2023 |
| SCHC | 6,898 | $241 | 12/31/2023 |
| Sax Wealth Advisors LLC | 6,800 | $237 | 12/31/2023 |
| SCHC | 6,800 | $237 | 12/31/2023 |
| Operose Advisors LLC | 6,797 | $237 | 12/31/2023 |
| SCHC | 6,797 | $237 | 12/31/2023 |
| Asset Dedication LLC | 6,554 | $234 | 03/31/2024 |
| SCHC | 6,554 | $234 | 03/31/2024 |
| MBL Wealth LLC | 6,500 | $233 | 03/31/2024 |
| SCHC | 6,500 | $233 | 03/31/2024 |
| Manhattan West Asset Management LLC | 6,675 | $233 | 12/31/2023 |
| SCHC | 6,675 | $233 | 12/31/2023 |
| White Lighthouse Investment Management Inc. | 6,600 | $230 | 12/31/2023 |
| SCHC | 6,600 | $230 | 12/31/2023 |
| Appleton Partners Inc. MA | 6,089 | $218 | 03/31/2024 |
| SCHC | 6,089 | $218 | 03/31/2024 |
| Atomi Financial Group Inc. | 6,184 | $216 | 12/31/2023 |
| SCHC | 6,184 | $216 | 12/31/2023 |
| Ballentine Capital Advisors Inc | 6,388 | $216 | 12/31/2023 |
| SCHC | 6,388 | $216 | 12/31/2023 |
| Garrison Asset Management LLC | 6,082 | $212 | 12/31/2023 |
| SCHC | 6,082 | $212 | 12/31/2023 |
| Wilson & Boucher Capital Management LLC | 6,000 | $209 | 12/31/2023 |
| SCHC | 6,000 | $209 | 12/31/2023 |
| Farther Finance Advisors LLC | 5,899 | $206 | 12/31/2023 |
| SCHC | 5,899 | $206 | 12/31/2023 |
| Comerica Bank | 5,735 | $200 | 12/31/2023 |
| SCHC | 5,735 | $200 | 12/31/2023 |
| Tradewinds Capital Management LLC | 5,167 | $185 | 03/31/2024 |
| SCHC | 5,167 | $185 | 03/31/2024 |
| Parallel Advisors LLC | 5,023 | $175 | 12/31/2023 |
| SCHC | 5,023 | $175 | 12/31/2023 |
| Richardson Capital Management LLC | 4,212 | $151 | 03/31/2024 |
| SCHC | 4,212 | $151 | 03/31/2024 |
| Creative Financial Designs Inc. ADV | 4,037 | $141 | 12/31/2023 |
| SCHC | 4,037 | $141 | 12/31/2023 |
| Newton One Investments LLC | 3,656 | $131 | 03/31/2024 |
| SCHC | 3,656 | $131 | 03/31/2024 |
| Atlantic Trust LLC | 3,100 | $108 | 12/31/2023 |
| SCHC | 3,100 | $108 | 12/31/2023 |
| Impact Partnership Wealth LLC | 3,075 | $107 | 12/31/2023 |
| SCHC | 3,075 | $107 | 12/31/2023 |
| McClarren Financial Advisors Inc. | 2,786 | $97 | 12/31/2023 |
| SCHC | 2,786 | $97 | 12/31/2023 |
| Bartlett & Co. LLC | 2,650 | $93 | 12/31/2023 |
| SCHC | 2,650 | $93 | 12/31/2023 |
| Bartlett & CO. Wealth Management LLC | 2,650 | $93 | 12/31/2023 |
| SCHC | 2,650 | $93 | 12/31/2023 |
| Duncker Streett & Co. Inc. | 2,545 | $91 | 03/31/2024 |
| SCHC | 2,545 | $91 | 03/31/2024 |
| Coastal Investment Advisors Inc. | 2,201 | $79 | 03/31/2024 |
| SCHC | 2,201 | $79 | 03/31/2024 |
| Smartleaf Asset Management LLC | 2,102 | $73 | 12/31/2023 |
| SCHC | 2,102 | $73 | 12/31/2023 |
| Jackson Hole Capital Partners LLC | 2,010 | $70 | 12/31/2023 |
| SCHC | 2,010 | $70 | 12/31/2023 |
| Access Investment Management LLC | 2,000 | $70 | 12/31/2023 |
| SCHC | 2,000 | $70 | 12/31/2023 |
| Front Row Advisors LLC | 1,974 | $69 | 12/31/2023 |
| SCHC | 1,974 | $69 | 12/31/2023 |
| Larson Financial Group LLC | 1,926 | $67 | 12/31/2023 |
| SCHC | 1,926 | $67 | 12/31/2023 |
| Harbour Investments Inc. | 1,824 | $64 | 12/31/2023 |
| SCHC | 1,824 | $64 | 12/31/2023 |
| Citigroup Inc. | 1,815 | $63 | 12/31/2023 |
| SCHC | 1,815 | $63 | 12/31/2023 |
| IFP Advisors Inc | 1,771 | $62 | 12/31/2023 |
| SCHC | 1,771 | $62 | 12/31/2023 |
| Blair William & Co. IL | 1,641 | $57 | 12/31/2023 |
| SCHC | 1,641 | $57 | 12/31/2023 |
| Versant Capital Management Inc | 1,489 | $53 | 03/31/2024 |
| SCHC | 1,489 | $53 | 03/31/2024 |
| Global Retirement Partners LLC | 1,420 | $51 | 03/31/2024 |
| SCHC | 1,420 | $51 | 03/31/2024 |
| Anchor Investment Management LLC | 1,440 | $50 | 12/31/2023 |
| SCHC | 1,440 | $50 | 12/31/2023 |
| First Community Trust NA | 1,300 | $47 | 03/31/2024 |
| SCHC | 1,300 | $47 | 03/31/2024 |
| MCF Advisors LLC | 1,320 | $47 | 03/31/2024 |
| SCHC | 1,320 | $47 | 03/31/2024 |
| Clearstead Advisors LLC | 1,357 | $47 | 12/31/2023 |
| SCHC | 1,357 | $47 | 12/31/2023 |
| Clear Investment Research LLC | 1,348 | $47 | 12/31/2023 |
| SCHC | 1,348 | $47 | 12/31/2023 |
| Pacifica Partners Inc. | 1,235 | $44 | 03/31/2024 |
| SCHC | 1,235 | $44 | 03/31/2024 |
| Cape Investment Advisory Inc. | 1,271 | $44 | 12/31/2023 |
| SCHC | 1,271 | $44 | 12/31/2023 |
| Smithfield Trust Co. | 1,230 | $43 | 12/31/2023 |
| SCHC | 1,230 | $43 | 12/31/2023 |
| Sandy Spring Bank | 1,245 | $43 | 12/31/2023 |
| SCHC | 1,245 | $43 | 12/31/2023 |
| SJS Investment Consulting Inc. | 1,176 | $42 | 03/31/2024 |
| SCHC | 1,176 | $42 | 03/31/2024 |
| Abich Financial Wealth Management LLC | 1,193 | $42 | 12/31/2023 |
| SCHC | 1,193 | $42 | 12/31/2023 |
| Principal Securities Inc. | 1,174 | $41 | 12/31/2023 |
| SCHC | 1,174 | $41 | 12/31/2023 |
| JFS Wealth Advisors LLC | 1,137 | $40 | 12/31/2023 |
| SCHC | 1,137 | $40 | 12/31/2023 |
| Creekmur Asset Management LLC | 1,148 | $40 | 12/31/2023 |
| SCHC | 1,148 | $40 | 12/31/2023 |
| Cardiff Park Advisors LLC | 1,122 | $39 | 12/31/2023 |
| SCHC | 1,122 | $39 | 12/31/2023 |
| Maryland Capital Advisors Inc. | 972 | $35 | 03/31/2024 |
| SCHC | 972 | $35 | 03/31/2024 |
| Howe & Rusling Inc. | 971 | $34 | 12/31/2023 |
| SCHC | 971 | $34 | 12/31/2023 |
| Horizon Financial Services LLC | 908 | $33 | 03/31/2024 |
| SCHC | 908 | $33 | 03/31/2024 |
| UMB Bank N A MO | 850 | $30 | 03/31/2024 |
| SCHC | 850 | $30 | 03/31/2024 |
| Householder Group Estate & Retirement Specialist LLC | 834 | $29 | 12/31/2023 |
| SCHC | 834 | $29 | 12/31/2023 |
| Brown Brothers Harriman & Co. | 790 | $28 | 12/31/2023 |
| SCHC | 790 | $28 | 12/31/2023 |
| Tradition Wealth Management LLC | 700 | $24 | 12/31/2023 |
| SCHC | 700 | $24 | 12/31/2023 |
| Spire Wealth Management | 511 | $18 | 03/31/2024 |
| SCHC | 511 | $18 | 03/31/2024 |
| Glassman Wealth Services | 504 | $18 | 12/31/2023 |
| SCHC | 504 | $18 | 12/31/2023 |
| Bangor Savings Bank | 482 | $17 | 03/31/2024 |
| SCHC | 482 | $17 | 03/31/2024 |
| TFC Financial Management | 479 | $17 | 12/31/2023 |
| SCHC | 479 | $17 | 12/31/2023 |
| M&R Capital Management Inc. | 456 | $16 | 03/31/2024 |
| SCHC | 456 | $16 | 03/31/2024 |
| Castleview Partners LLC | 448 | $16 | 12/31/2023 |
| SCHC | 448 | $16 | 12/31/2023 |
| DHJJ Financial Advisors Ltd. | 432 | $15 | 03/31/2024 |
| SCHC | 432 | $15 | 03/31/2024 |
| Johnson Financial Group Inc. | 439 | $15 | 12/31/2023 |
| SCHC | 439 | $15 | 12/31/2023 |
| FSA Wealth Management LLC | 429 | $15 | 12/31/2023 |
| SCHC | 429 | $15 | 12/31/2023 |
| Gradient Investments LLC | 376 | $13 | 03/31/2024 |
| SCHC | 376 | $13 | 03/31/2024 |
| Chilton Capital Management LLC | 375 | $13 | 12/31/2023 |
| SCHC | 375 | $13 | 12/31/2023 |
| O Shaughnessy Asset Management LLC | 367 | $13 | 12/31/2023 |
| SCHC | 367 | $13 | 12/31/2023 |
| AlphaCore Capital LLC | 381 | $13 | 12/31/2023 |
| SCHC | 381 | $13 | 12/31/2023 |
| Fortis Group Advisors LLC | 370 | $13 | 12/31/2023 |
| SCHC | 370 | $13 | 12/31/2023 |
| Aptus Capital Advisors LLC | 341 | $12 | 12/31/2023 |
| SCHC | 341 | $12 | 12/31/2023 |
| Guardian Wealth Advisors LLC NC | 341 | $12 | 12/31/2023 |
| SCHC | 341 | $12 | 12/31/2023 |
| Game Plan Financial Advisors LLC | 300 | $11 | 03/31/2024 |
| SCHC | 300 | $11 | 03/31/2024 |
| Plante Moran Financial Advisors LLC | 303 | $11 | 12/31/2023 |
| SCHC | 303 | $11 | 12/31/2023 |
| Benjamin F. Edwards & Company Inc. | 300 | $10 | 12/31/2023 |
| SCHC | 300 | $10 | 12/31/2023 |
| Beacon Capital Management LLC | 303 | $10 | 12/31/2023 |
| SCHC | 303 | $10 | 12/31/2023 |
| American Capital Advisory LLC | 289 | $10 | 12/31/2023 |
| SCHC | 289 | $10 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 272 | $9 | 12/31/2023 |
| SCHC | 272 | $9 | 12/31/2023 |
| Investors Research Corp | 225 | $8 | 12/31/2023 |
| SCHC | 225 | $8 | 12/31/2023 |
| Princeton Global Asset Management LLC | 215 | $8 | 12/31/2023 |
| SCHC | 215 | $8 | 12/31/2023 |
| Pacific Capital Wealth Advisors Inc. | 216 | $8 | 12/31/2023 |
| SCHC | 216 | $8 | 12/31/2023 |
| Hamilton Point Investment Advisors LLC | 214 | $7 | 12/31/2023 |
| SCHC | 214 | $7 | 12/31/2023 |
| Bradley & Co. Private Wealth Management LLC | 205 | $7 | 12/31/2023 |
| SCHC | 205 | $7 | 12/31/2023 |
| Davis Capital Management | 175 | $6 | 03/31/2024 |
| SCHC | 175 | $6 | 03/31/2024 |
| Retirement Group LLC | 176 | $6 | 12/31/2023 |
| SCHC | 176 | $6 | 12/31/2023 |
| Addison Advisors LLC | 174 | $6 | 12/31/2023 |
| SCHC | 174 | $6 | 12/31/2023 |
| Pittenger & Anderson Inc. | 150 | $5 | 12/31/2023 |
| SCHC | 150 | $5 | 12/31/2023 |
| Bogart Wealth LLC | 118 | $4 | 03/31/2024 |
| SCHC | 118 | $4 | 03/31/2024 |
| Wagner Wealth Management LLC | 119 | $4 | 03/31/2024 |
| SCHC | 119 | $4 | 03/31/2024 |
| Huntington National Bank | 118 | $4 | 12/31/2023 |
| SCHC | 118 | $4 | 12/31/2023 |
| Guardian Wealth Management Inc. | 121 | $4 | 12/31/2023 |
| SCHC | 121 | $4 | 12/31/2023 |
| C M Bidwell & Associates Ltd. | 97 | $3 | 12/31/2023 |
| SCHC | 97 | $3 | 12/31/2023 |
| Ambassador Advisors LLC | 103 | $3 | 12/31/2023 |
| SCHC | 103 | $3 | 12/31/2023 |
| Geneos Wealth Management Inc. | 74 | $3 | 12/31/2023 |
| SCHC | 74 | $3 | 12/31/2023 |
| Key Financial Inc | 87 | $3 | 12/31/2023 |
| SCHC | 87 | $3 | 12/31/2023 |
| Archer Investment Corp | 77 | $3 | 12/31/2023 |
| SCHC | 77 | $3 | 12/31/2023 |
| AdvisorNet Financial Inc | 42 | $2 | 03/31/2024 |
| SCHC | 42 | $2 | 03/31/2024 |
| Bfsg LLC | 43 | $2 | 03/31/2024 |
| SCHC | 43 | $2 | 03/31/2024 |
| First Pacific Financial | 57 | $2 | 03/31/2024 |
| SCHC | 57 | $2 | 03/31/2024 |
| Financial Advisory Service Inc. | 66 | $2 | 12/31/2023 |
| SCHC | 66 | $2 | 12/31/2023 |
| Element Wealth LLC | 62 | $2 | 12/31/2023 |
| SCHC | 62 | $2 | 12/31/2023 |
| Wiser Advisor Group LLC | 51 | $2 | 12/31/2023 |
| SCHC | 51 | $2 | 12/31/2023 |
| Fifth Third Bancorp | 28 | $1 | 03/31/2024 |
| SCHC | 28 | $1 | 03/31/2024 |
| Financial Management Professionals Inc. | 29 | $1 | 03/31/2024 |
| SCHC | 29 | $1 | 03/31/2024 |
| Lowe Wealth Advisors LLC | 21 | $1 | 03/31/2024 |
| SCHC | 21 | $1 | 03/31/2024 |
| SOA Wealth Advisors LLC. | 35 | $1 | 03/31/2024 |
| SCHC | 35 | $1 | 03/31/2024 |
| EverSource Wealth Advisors LLC | 21 | $1 | 12/31/2023 |
| SCHC | 21 | $1 | 12/31/2023 |
| Avion Wealth | 18 | $1 | 12/31/2023 |
| SCHC | 18 | $1 | 12/31/2023 |
| Studio Investment Management LLC | 20 | $1 | 12/31/2023 |
| SCHC | 20 | $1 | 12/31/2023 |
| Sunbelt Securities Inc. | 13 | $0 | 03/31/2024 |
| SCHC | 13 | $0 | 03/31/2024 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| SCHC | 0 | $0 | 12/31/2023 |
| Nomura Asset Management Co. Ltd. | 0 | $0 | 12/31/2023 |
| SCHC | 0 | $0 | 12/31/2023 |
| Signaturefd LLC | 14 | $0 | 12/31/2023 |
| SCHC | 14 | $0 | 12/31/2023 |
| Tower Research Capital LLC TRC | 14 | $0 | 12/31/2023 |
| SCHC | 14 | $0 | 12/31/2023 |
| NewSquare Capital LLC | 2 | $0 | 12/31/2023 |
| SCHC | 2 | $0 | 12/31/2023 |
| GPS Wealth Strategies Group LLC | 7 | $0 | 12/31/2023 |
| SCHC | 7 | $0 | 12/31/2023 |
| Salomon & Ludwin LLC | 1 | $0 | 12/31/2023 |
| SCHC | 1 | $0 | 12/31/2023 |
| Tucker Asset Management LLC | 1 | $0 | 12/31/2023 |
| SCHC | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SCHC
See Details: Top 10 Hedge Funds Holding SCHC
Also See: SCHC Holdings Changes
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