HoldingsChannel.com
Funds Holding SCHD
HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Advisory Inc.10,402,027$602,486 12/31/2019
     SCHD10,402,027$602,486 12/31/2019
Wealthfront Advisers LLC6,374,066$369,186 12/31/2019
     SCHD6,374,066$369,186 12/31/2019
Honkamp Krueger Financial Services Inc.3,676,270$212,930 12/31/2019
     SCHD3,676,270$212,930 12/31/2019
UBS Group AG2,703,442$156,583 12/31/2019
     SCHD2,703,442$156,583 12/31/2019
JBJ Investment Partners LLC1,660,019$96,148 12/31/2019
     SCHD1,660,019$96,148 12/31/2019
Asset Advisors Investment Management LLC1,559,300$91,063 12/31/2019
     SCHD1,559,300$91,063 12/31/2019
Alliancebernstein L.P.1,450,925$84,038 12/31/2019
     SCHD1,450,925$84,038 12/31/2019
LPL Financial LLC1,450,515$84,014 12/31/2019
     SCHD1,450,515$84,014 12/31/2019
Envestnet Asset Management Inc.1,398,026$80,974 12/31/2019
     SCHD1,398,026$80,974 12/31/2019
Bank of America Corp DE1,361,409$78,853 12/31/2019
     SCHD1,361,409$78,853 12/31/2019
Ameriprise Financial Inc.1,123,793$65,005 12/31/2019
     SCHD1,123,793$65,005 12/31/2019
Raymond James Financial Services Advisors Inc.907,379$52,556 12/31/2019
     SCHD907,379$52,556 12/31/2019
Ladenburg Thalmann Financial Services Inc.795,071$46,049 12/31/2019
     SCHD795,071$46,049 12/31/2019
Morgan Stanley794,954$46,044 12/31/2019
     SCHD794,954$46,044 12/31/2019
American Economic Planning Group Inc. ADV753,240$40,999 09/30/2019
     SCHD753,240$40,999 09/30/2019
Wells Fargo & Company MN693,692$40,178 12/31/2019
     SCHD693,692$40,178 12/31/2019
HHM Wealth Advisors LLC687,934$39,846 12/31/2019
     SCHD687,934$39,846 12/31/2019
Strategic Wealth Management Group LLC618,333$35,814 12/31/2019
     SCHD618,333$35,814 12/31/2019
Cambridge Investment Research Advisors Inc.595,078$34,467 12/31/2019
     SCHD595,078$34,467 12/31/2019
Mariner LLC590,925$34,226 12/31/2019
     SCHD590,925$34,226 12/31/2019
Commonwealth Equity Services LLC572,623$33,166 12/31/2019
     SCHD572,623$33,166 12/31/2019
Pinkerton Retirement Specialists LLC552,196$31,983 12/31/2019
     SCHD552,196$31,983 12/31/2019
D.A. Davidson & CO.500,787$29,006 12/31/2019
     SCHD500,787$29,006 12/31/2019
Sontag Advisory LLC483,394$27,998 12/31/2019
     SCHD483,394$27,998 12/31/2019
Legacy Financial Strategies LLC482,689$27,957 12/31/2019
     SCHD482,689$27,957 12/31/2019
Summit Asset Management LLC459,320$26,604 12/31/2019
     SCHD459,320$26,604 12/31/2019
Keybank National Association OH441,554$25,575 12/31/2019
     SCHD441,554$25,575 12/31/2019
Madison Investment Holdings Inc.458,509$25,117 09/30/2019
     SCHD458,509$25,117 09/30/2019
Mercer Global Advisors Inc. ADV426,160$24,683 12/31/2019
     SCHD426,160$24,683 12/31/2019
Colony Group LLC385,291$22,316 12/31/2019
     SCHD385,291$22,316 12/31/2019
CENTRAL TRUST Co371,767$21,533 12/31/2019
     SCHD371,767$21,533 12/31/2019
FLC Capital Advisors353,707$20,487 12/31/2019
     SCHD353,707$20,487 12/31/2019
Hengehold Capital Management LLC347,301$20,116 12/31/2019
     SCHD347,301$20,116 12/31/2019
Advisor Group Inc.341,614$19,792 12/31/2019
     SCHD341,614$19,792 12/31/2019
Enterprise Financial Services Corp327,614$18,976 12/31/2019
     SCHD327,614$18,976 12/31/2019
ProVise Management Group LLC305,970$17,722 12/31/2019
     SCHD305,970$17,722 12/31/2019
Coastal Capital Group Inc.289,589$16,773 12/31/2019
     SCHD289,589$16,773 12/31/2019
Madison Asset Management LLC275,217$15,941 12/31/2019
     SCHD275,217$15,941 12/31/2019
Reitz Capital Advisors LLC273,796$15,858 12/31/2019
     SCHD273,796$15,858 12/31/2019
Homrich & Berg273,615$15,848 12/31/2019
     SCHD273,615$15,848 12/31/2019
Howard Financial Services LTD.271,618$15,732 12/31/2019
     SCHD271,618$15,732 12/31/2019
First Republic Investment Management Inc.263,986$15,290 12/31/2019
     SCHD263,986$15,290 12/31/2019
Taylor Cottrill Erickson & Associates Inc.241,388$13,981 12/31/2019
     SCHD241,388$13,981 12/31/2019
Wealthspire Advisors L.P.241,344$13,979 12/31/2019
     SCHD241,344$13,979 12/31/2019
USAdvisors Wealth Management LLC240,313$13,919 12/31/2019
     SCHD240,313$13,919 12/31/2019
Valmark Advisers Inc.238,997$13,843 12/31/2019
     SCHD238,997$13,843 12/31/2019
Aurora Private Wealth Inc.238,529$13,816 12/31/2019
     SCHD238,529$13,816 12/31/2019
GWM Advisors LLC235,634$13,647 12/31/2019
     SCHD235,634$13,647 12/31/2019
Opus Investment Management Inc.233,300$13,513 12/31/2019
     SCHD233,300$13,513 12/31/2019
Wellesley Investment Partners LLC233,291$13,512 12/31/2019
     SCHD233,291$13,512 12/31/2019
JJJ Advisors Inc.230,320$13,340 12/31/2019
     SCHD230,320$13,340 12/31/2019
Capital Advantage Inc.222,671$13,102 12/31/2019
     SCHD222,671$13,102 12/31/2019
Evolution Wealth Advisors LLC224,255$12,989 12/31/2019
     SCHD224,255$12,989 12/31/2019
Newman Dignan & Sheerar Inc.214,468$12,422 12/31/2019
     SCHD214,468$12,422 12/31/2019
Keystone Financial Planning Inc.204,500$11,845 12/31/2019
     SCHD204,500$11,845 12/31/2019
Royal Bank of Canada202,755$11,745 12/31/2019
     SCHD202,755$11,745 12/31/2019
Fundamentun LLC199,328$11,545 12/31/2019
     SCHD199,328$11,545 12/31/2019
Citigroup Inc.198,654$11,506 12/31/2019
     SCHD198,654$11,506 12/31/2019
Islay Capital Management LLC193,400$11,202 12/31/2019
     SCHD193,400$11,202 12/31/2019
Resource Management LLC191,083$11,068 12/31/2019
     SCHD191,083$11,068 12/31/2019
KCM Investment Advisors LLC184,649$10,695 12/31/2019
     SCHD184,649$10,695 12/31/2019
MML Investors Services LLC178,619$10,346 12/31/2019
     SCHD178,619$10,346 12/31/2019
Planning Alternatives Ltd. ADV177,952$10,307 12/31/2019
     SCHD177,952$10,307 12/31/2019
Charles Schwab Trust Co171,499$9,933 12/31/2019
     SCHD171,499$9,933 12/31/2019
HighTower Advisors LLC171,020$9,884 12/31/2019
     SCHD171,020$9,884 12/31/2019
CCG Wealth Management LLC168,131$9,738 12/31/2019
     SCHD168,131$9,738 12/31/2019
FormulaFolio Investments LLC166,078$9,619 12/31/2019
     SCHD166,078$9,619 12/31/2019
First National Corp MA ADV162,007$9,383 12/31/2019
     SCHD162,007$9,383 12/31/2019
First Command Advisory Services Inc.160,722$9,336 12/31/2019
     SCHD160,722$9,336 12/31/2019
CVA Family Office LLC158,007$9,152 12/31/2019
     SCHD158,007$9,152 12/31/2019
JNBA Financial Advisors154,615$8,955 12/31/2019
     SCHD154,615$8,955 12/31/2019
Pittenger & Anderson Inc.149,237$8,644 12/31/2019
     SCHD149,237$8,644 12/31/2019
Acorn Wealth Advisors LLC141,595$8,151 12/31/2019
     SCHD141,595$8,151 12/31/2019
Vaughan David Investments LLC IL139,818$8,098 12/31/2019
     SCHD139,818$8,098 12/31/2019
Kohmann Bosshard Financial Services LLC137,357$7,956 12/31/2019
     SCHD137,357$7,956 12/31/2019
WealthPLAN Partners LLC134,505$7,952 12/31/2019
     SCHD134,505$7,952 12/31/2019
Retirement Network136,960$7,917 12/31/2019
     SCHD136,960$7,917 12/31/2019
McMahon Financial Advisors LLC135,376$7,842 12/31/2019
     SCHD135,376$7,842 12/31/2019
Independent Advisor Alliance134,940$7,816 12/31/2019
     SCHD134,940$7,816 12/31/2019
United Capital Financial Advisers LLC132,321$7,664 12/31/2019
     SCHD132,321$7,664 12/31/2019
Manning & Napier Group LLC130,260$7,544 12/31/2019
     SCHD130,260$7,544 12/31/2019
Adams Chetwood Wealth Management LLC129,735$7,514 12/31/2019
     SCHD129,735$7,514 12/31/2019
Courage Miller Partners LLC129,639$7,509 12/31/2019
     SCHD129,639$7,509 12/31/2019
SVA Wealth Management LLC129,636$7,509 12/31/2019
     SCHD129,636$7,509 12/31/2019
Shorepoint Capital Partners LLC127,687$7,396 12/31/2019
     SCHD127,687$7,396 12/31/2019
Koshinski Asset Management Inc.126,360$7,302 12/31/2019
     SCHD126,360$7,302 12/31/2019
Modus Advisors LLC125,855$7,290 12/31/2019
     SCHD125,855$7,290 12/31/2019
Leavell Investment Management Inc.124,685$7,222 12/31/2019
     SCHD124,685$7,222 12/31/2019
Visionary Wealth Advisors124,030$7,184 12/31/2019
     SCHD124,030$7,184 12/31/2019
Regal Investment Advisors LLC120,572$6,984 12/31/2019
     SCHD120,572$6,984 12/31/2019
Vista Private Wealth Partners. LLC115,994$6,736 12/31/2019
     SCHD115,994$6,736 12/31/2019
Valley National Advisers Inc.115,997$6,719 12/31/2019
     SCHD115,997$6,719 12/31/2019
Jane Street Group LLC115,850$6,710 12/31/2019
     SCHD115,850$6,710 12/31/2019
Financial Advisory Corp UT ADV111,513$6,459 12/31/2019
     SCHD111,513$6,459 12/31/2019
BCS Wealth Management110,067$6,375 12/31/2019
     SCHD110,067$6,375 12/31/2019
Barnett & Company Inc.107,244$6,212 12/31/2019
     SCHD107,244$6,212 12/31/2019
Cardan Capital Partners LLC106,718$6,181 12/31/2019
     SCHD106,718$6,181 12/31/2019
Arden Trust Co105,360$6,103 12/31/2019
     SCHD105,360$6,103 12/31/2019
Legacy Private Trust Co.104,402$6,047 12/31/2019
     SCHD104,402$6,047 12/31/2019
Baird Financial Group Inc.101,702$5,891 12/31/2019
     SCHD101,702$5,891 12/31/2019
Burleson & Company LLC96,658$5,723 12/31/2019
     SCHD96,658$5,723 12/31/2019
Northwestern Mutual Wealth Management Co.98,381$5,698 12/31/2019
     SCHD98,381$5,698 12/31/2019
AJ Wealth Strategies LLC95,487$5,531 12/31/2019
     SCHD95,487$5,531 12/31/2019
LVW Advisors LLC95,203$5,514 12/31/2019
     SCHD95,203$5,514 12/31/2019
NBT Bank N A NY94,178$5,455 12/31/2019
     SCHD94,178$5,455 12/31/2019
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.94,005$5,445 12/31/2019
     SCHD94,005$5,445 12/31/2019
Soltis Investment Advisors LLC92,485$5,357 12/31/2019
     SCHD92,485$5,357 12/31/2019
Sharkey Howes & Javer91,196$5,282 12/31/2019
     SCHD91,196$5,282 12/31/2019
Smithfield Trust Co.90,251$5,228 12/31/2019
     SCHD90,251$5,228 12/31/2019
CRA Financial Services LLC89,739$5,198 12/31/2019
     SCHD89,739$5,198 12/31/2019
Patriot Investment Management Inc.88,556$5,129 12/31/2019
     SCHD88,556$5,129 12/31/2019
Magnolia Capital Advisors LLC87,929$5,092 12/31/2019
     SCHD87,929$5,092 12/31/2019
Private Advisor Group LLC86,270$4,997 12/31/2019
     SCHD86,270$4,997 12/31/2019
Smithbridge Asset Management Inc. DE84,174$4,875 12/31/2019
     SCHD84,174$4,875 12/31/2019
Sunburst Financial Group LLC84,155$4,874 12/31/2019
     SCHD84,155$4,874 12/31/2019
First Allied Advisory Services Inc.83,909$4,869 12/31/2019
     SCHD83,909$4,869 12/31/2019
Curtis Advisory Group LLC83,102$4,813 12/31/2019
     SCHD83,102$4,813 12/31/2019
Brown Advisory Inc.82,159$4,759 12/31/2019
     SCHD82,159$4,759 12/31/2019
Pennsylvania Capital Management Inc. ADV78,769$4,562 12/31/2019
     SCHD78,769$4,562 12/31/2019
CWM LLC78,770$4,562 12/31/2019
     SCHD78,770$4,562 12/31/2019
Baystate Wealth Management LLC78,726$4,560 12/31/2019
     SCHD78,726$4,560 12/31/2019
Resources Investment Advisors LLC.78,258$4,533 12/31/2019
     SCHD78,258$4,533 12/31/2019
Integrated Advisors Network LLC77,709$4,501 12/31/2019
     SCHD77,709$4,501 12/31/2019
SevenBridge Financial Group LLC77,594$4,494 12/31/2019
     SCHD77,594$4,494 12/31/2019
Noven Financial Group Inc.77,369$4,481 12/31/2019
     SCHD77,369$4,481 12/31/2019
Red Door Wealth Management LLC76,720$4,480 12/31/2019
     SCHD76,720$4,480 12/31/2019
Alpha Omega Wealth Management LLC76,874$4,453 12/31/2019
     SCHD76,874$4,453 12/31/2019
Benchmark Wealth Management LLC70,687$4,094 12/31/2019
     SCHD70,687$4,094 12/31/2019
Strategic Family Wealth Counselors L.L.C.70,656$4,092 12/31/2019
     SCHD70,656$4,092 12/31/2019
D.B. Root & Company LLC70,407$4,078 12/31/2019
     SCHD70,407$4,078 12/31/2019
PFG Advisors69,856$4,036 12/31/2019
     SCHD69,856$4,036 12/31/2019
Northstar Group Inc.68,175$3,948 12/31/2019
     SCHD68,175$3,948 12/31/2019
IFP Advisors Inc67,487$3,924 12/31/2019
     SCHD67,487$3,924 12/31/2019
Elwood & Goetz Wealth Advisory Group LLC67,641$3,918 12/31/2019
     SCHD67,641$3,918 12/31/2019
Truist Financial Corp65,865$3,815 12/31/2019
     SCHD65,865$3,815 12/31/2019
Qube Research & Technologies Ltd65,566$3,798 12/31/2019
     SCHD65,566$3,798 12/31/2019
Newport Wealth Strategies Inc.65,248$3,756 12/31/2019
     SCHD65,248$3,756 12/31/2019
SNS Financial Group LLC64,710$3,748 12/31/2019
     SCHD64,710$3,748 12/31/2019
Northwest Investment Counselors LLC64,414$3,731 12/31/2019
     SCHD64,414$3,731 12/31/2019
Clear Perspective Advisors LLC63,885$3,700 12/31/2019
     SCHD63,885$3,700 12/31/2019
Planning Directions Inc.61,955$3,588 12/31/2019
     SCHD61,955$3,588 12/31/2019
First Merchants Corp59,886$3,469 12/31/2019
     SCHD59,886$3,469 12/31/2019
Sigma Planning Corp58,798$3,406 12/31/2019
     SCHD58,798$3,406 12/31/2019
Starfire Investment Advisers Inc.58,663$3,397 12/31/2019
     SCHD58,663$3,397 12/31/2019
Financial Advocates Investment Management58,602$3,394 12/31/2019
     SCHD58,602$3,394 12/31/2019
Breiter Capital Management Inc.57,951$3,357 12/31/2019
     SCHD57,951$3,357 12/31/2019
Kalos Management Inc.56,069$3,314 12/31/2019
     SCHD56,069$3,314 12/31/2019
OLD Dominion Capital Management Inc.57,157$3,311 12/31/2019
     SCHD57,157$3,311 12/31/2019
BerganKDV Wealth Management LLC57,053$3,305 12/31/2019
     SCHD57,053$3,305 12/31/2019
Regentatlantic Capital LLC56,771$3,288 12/31/2019
     SCHD56,771$3,288 12/31/2019
Kovack Advisors Inc.56,721$3,285 12/31/2019
     SCHD56,721$3,285 12/31/2019
Roundview Capital LLC56,496$3,272 12/31/2019
     SCHD56,496$3,272 12/31/2019
Stockman Wealth Management Inc.54,764$3,172 12/31/2019
     SCHD54,764$3,172 12/31/2019
D L Carlson Investment Group Inc.54,582$3,161 12/31/2019
     SCHD54,582$3,161 12/31/2019
AdvisorNet Financial Inc54,401$3,151 12/31/2019
     SCHD54,401$3,151 12/31/2019
Sage Advisory Services Ltd.Co.54,372$3,149 12/31/2019
     SCHD54,372$3,149 12/31/2019
BB&T Securities LLC57,369$3,140 09/30/2019
     SCHD57,369$3,140 09/30/2019
Patton Albertson Miller Group LLC53,462$3,097 12/31/2019
     SCHD53,462$3,097 12/31/2019
Juncture Wealth Strategies LLC53,155$3,079 12/31/2019
     SCHD53,155$3,079 12/31/2019
Roof Eidam & Maycock ADV53,064$3,073 12/31/2019
     SCHD53,064$3,073 12/31/2019
JRM Investment Counsel LLC52,862$3,062 12/31/2019
     SCHD52,862$3,062 12/31/2019
AE Wealth Management LLC52,579$3,045 12/31/2019
     SCHD52,579$3,045 12/31/2019
JT Stratford LLC52,255$3,027 12/31/2019
     SCHD52,255$3,027 12/31/2019
Fagan Associates Inc.52,058$3,015 12/31/2019
     SCHD52,058$3,015 12/31/2019
Ausdal Financial Partners Inc.50,255$2,910 12/31/2019
     SCHD50,255$2,910 12/31/2019
Old Port Advisors50,293$2,899 12/31/2019
     SCHD50,293$2,899 12/31/2019
Creative Planning48,956$2,836 12/31/2019
     SCHD48,956$2,836 12/31/2019
Frontier Investment Mgmt Co.47,491$2,751 12/31/2019
     SCHD47,491$2,751 12/31/2019
Vivid Financial Management Inc.46,914$2,744 12/31/2019
     SCHD46,914$2,744 12/31/2019
SeaCrest Wealth Management LLC46,445$2,690 12/31/2019
     SCHD46,445$2,690 12/31/2019
Cypress Capital Management LLC46,080$2,669 12/31/2019
     SCHD46,080$2,669 12/31/2019
Summit Financial Wealth Advisors LLC45,447$2,636 12/31/2019
     SCHD45,447$2,636 12/31/2019
Janney Montgomery Scott LLC45,455$2,633 12/31/2019
     SCHD45,455$2,633 12/31/2019
Sound View Wealth Advisors Group LLC43,622$2,527 12/31/2019
     SCHD43,622$2,527 12/31/2019
Baker Avenue Asset Management LP43,600$2,525 12/31/2019
     SCHD43,600$2,525 12/31/2019
Eagle Capital Management LLC43,211$2,503 12/31/2019
     SCHD43,211$2,503 12/31/2019
Texas Yale Capital Corp.43,102$2,496 12/31/2019
     SCHD43,102$2,496 12/31/2019
Captrust Financial Advisors42,553$2,471 12/31/2019
     SCHD42,553$2,471 12/31/2019
Bangor Savings Bank42,569$2,465 12/31/2019
     SCHD42,569$2,465 12/31/2019
Spreng Capital Management Inc.42,483$2,460 12/31/2019
     SCHD42,483$2,460 12/31/2019
Indie Asset Partners LLC42,017$2,434 12/31/2019
     SCHD42,017$2,434 12/31/2019
Mutual Advisors LLC41,335$2,394 12/31/2019
     SCHD41,335$2,394 12/31/2019
Pacific Wealth Strategies Group Inc.41,135$2,383 12/31/2019
     SCHD41,135$2,383 12/31/2019
Nikulski Financial Inc.40,974$2,373 12/31/2019
     SCHD40,974$2,373 12/31/2019
Allen Capital Group LLC40,808$2,364 12/31/2019
     SCHD40,808$2,364 12/31/2019
Mayfair Advisory Group LLC39,817$2,306 12/31/2019
     SCHD39,817$2,306 12/31/2019
Financial Consulate Inc.39,341$2,279 12/31/2019
     SCHD39,341$2,279 12/31/2019
Sowell Financial Services LLC39,068$2,263 12/31/2019
     SCHD39,068$2,263 12/31/2019
Principle Wealth Partners LLC38,822$2,249 12/31/2019
     SCHD38,822$2,249 12/31/2019
Providence Wealth Advisors LLC38,815$2,240 12/31/2019
     SCHD38,815$2,240 12/31/2019
CIBC Private Wealth Group LLC38,661$2,239 12/31/2019
     SCHD38,661$2,239 12/31/2019
Cedar Brook Financial Partners LLC38,524$2,231 12/31/2019
     SCHD38,524$2,231 12/31/2019
Maxim Capital Management LLC46,494$2,184 12/31/2019
     SCHD46,494$2,184 12/31/2019
Atria Investments LLC37,438$2,168 12/31/2019
     SCHD37,438$2,168 12/31/2019
Raymond James & Associates36,912$2,138 12/31/2019
     SCHD36,912$2,138 12/31/2019
Financial Architects Inc36,311$2,103 12/31/2019
     SCHD36,311$2,103 12/31/2019
Scott & Selber Inc.36,265$2,100 12/31/2019
     SCHD36,265$2,100 12/31/2019
Miracle Mile Advisors LLC35,763$2,071 12/31/2019
     SCHD35,763$2,071 12/31/2019
GPM Growth Investors Inc.35,699$2,068 12/31/2019
     SCHD35,699$2,068 12/31/2019
Credit Suisse AG35,665$2,066 12/31/2019
     SCHD35,665$2,066 12/31/2019
McAdam LLC35,584$2,061 12/31/2019
     SCHD35,584$2,061 12/31/2019
Livingston Group Asset Management CO operating as Southport Capital Management 35,360$2,048 12/31/2019
     SCHD35,360$2,048 12/31/2019
Cetera Advisors LLC35,352$2,048 12/31/2019
     SCHD35,352$2,048 12/31/2019
Thrivent Financial for Lutherans35,297$2,044 12/31/2019
     SCHD35,297$2,044 12/31/2019
Northwest Capital Management Inc35,261$2,042 12/31/2019
     SCHD35,261$2,042 12/31/2019
BCJ Capital Management LLC35,171$2,037 12/31/2019
     SCHD35,171$2,037 12/31/2019
John W. Brooker & Co. CPAs34,582$2,003 12/31/2019
     SCHD34,582$2,003 12/31/2019
Broadleaf Partners LLC33,483$1,939 12/31/2019
     SCHD33,483$1,939 12/31/2019
Rocky Mountain Advisers LLC33,415$1,935 12/31/2019
     SCHD33,415$1,935 12/31/2019
Cambridge Advisors Inc.33,176$1,922 12/31/2019
     SCHD33,176$1,922 12/31/2019
Swaine & Leidel Wealth Services LLC32,492$1,882 12/31/2019
     SCHD32,492$1,882 12/31/2019
Financial Sense Advisors Inc.31,891$1,847 12/31/2019
     SCHD31,891$1,847 12/31/2019
Pacific Edge Advisors LLC31,600$1,830 12/31/2019
     SCHD31,600$1,830 12/31/2019
Apriem Advisors31,252$1,810 12/31/2019
     SCHD31,252$1,810 12/31/2019
Capital Investment Advisors LLC31,199$1,807 12/31/2019
     SCHD31,199$1,807 12/31/2019
Game Plan Financial Advisors LLC31,115$1,802 12/31/2019
     SCHD31,115$1,802 12/31/2019
Great Lakes Retirement Inc.30,458$1,764 12/31/2019
     SCHD30,458$1,764 12/31/2019
Goldman Sachs Group Inc.30,320$1,756 12/31/2019
     SCHD30,320$1,756 12/31/2019
Townsend Asset Management Corp NC ADV30,055$1,741 12/31/2019
     SCHD30,055$1,741 12/31/2019
B & T Capital Management DBA Alpha Capital Management29,783$1,725 12/31/2019
     SCHD29,783$1,725 12/31/2019
Naples Global Advisors LLC29,510$1,709 12/31/2019
     SCHD29,510$1,709 12/31/2019
Asset Dedication LLC28,702$1,664 12/31/2019
     SCHD28,702$1,664 12/31/2019
Asset Planning Services Ltd.28,006$1,645 12/31/2019
     SCHD28,006$1,645 12/31/2019
Sage Financial Group Inc.28,373$1,643 12/31/2019
     SCHD28,373$1,643 12/31/2019
MADDEN SECURITIES Corp28,165$1,631 12/31/2019
     SCHD28,165$1,631 12/31/2019
CapWealth Advisors LLC27,725$1,606 12/31/2019
     SCHD27,725$1,606 12/31/2019
Trustcore Financial Services LLC27,413$1,588 12/31/2019
     SCHD27,413$1,588 12/31/2019
WBH Advisory Inc.27,354$1,584 12/31/2019
     SCHD27,354$1,584 12/31/2019
Eidelman Virant Capital27,029$1,566 12/31/2019
     SCHD27,029$1,566 12/31/2019
Highland Private Wealth Management26,969$1,562 12/31/2019
     SCHD26,969$1,562 12/31/2019
Johanson Financial Advisors Inc.89,982$1,554 12/31/2019
     SCHD89,982$1,554 12/31/2019
Marquette Asset Management LLC26,706$1,547 12/31/2019
     SCHD26,706$1,547 12/31/2019
Maple Capital Management Inc.26,423$1,530 12/31/2019
     SCHD26,423$1,530 12/31/2019
Cypress Wealth Services LLC26,088$1,511 12/31/2019
     SCHD26,088$1,511 12/31/2019
Stratos Wealth Partners LTD.25,882$1,499 12/31/2019
     SCHD25,882$1,499 12/31/2019
Capital Wealth Planning LLC25,704$1,489 12/31/2019
     SCHD25,704$1,489 12/31/2019
Keating Investment Counselors Inc.25,626$1,484 12/31/2019
     SCHD25,626$1,484 12/31/2019
Sheets Smith Wealth Management25,494$1,477 12/31/2019
     SCHD25,494$1,477 12/31/2019
Armor Investment Advisors LLC25,346$1,468 12/31/2019
     SCHD25,346$1,468 12/31/2019
Opes Wealth Management LLC25,335$1,467 12/31/2019
     SCHD25,335$1,467 12/31/2019
Almanack Investment Partners LLC.25,289$1,465 12/31/2019
     SCHD25,289$1,465 12/31/2019
King Luther Capital Management Corp24,519$1,420 12/31/2019
     SCHD24,519$1,420 12/31/2019
Johnson Financial Group Inc.24,326$1,409 12/31/2019
     SCHD24,326$1,409 12/31/2019
Cedar Wealth Management LLC24,149$1,399 12/31/2019
     SCHD24,149$1,399 12/31/2019
Chesapeake Wealth Management23,921$1,386 12/31/2019
     SCHD23,921$1,386 12/31/2019
Lehman & Derafelo Financial Resources LLC23,884$1,383 12/31/2019
     SCHD23,884$1,383 12/31/2019
Pinnacle Associates Ltd.23,745$1,375 12/31/2019
     SCHD23,745$1,375 12/31/2019
Hurlow Wealth Management Group Inc.23,528$1,374 12/31/2019
     SCHD23,528$1,374 12/31/2019
Parametric Portfolio Associates LLC23,526$1,363 12/31/2019
     SCHD23,526$1,363 12/31/2019
Carroll Financial Associates Inc.23,502$1,361 12/31/2019
     SCHD23,502$1,361 12/31/2019
Wills Financial Group Inc.23,166$1,341 12/31/2019
     SCHD23,166$1,341 12/31/2019
Flagship Harbor Advisors LLC22,706$1,315 12/31/2019
     SCHD22,706$1,315 12/31/2019
Strategic Wealth Advisors Group LLC22,545$1,308 12/31/2019
     SCHD22,545$1,308 12/31/2019
Avantax Advisory Services Inc.22,260$1,289 12/31/2019
     SCHD22,260$1,289 12/31/2019
BOK Financial Private Wealth Inc.21,877$1,267 12/31/2019
     SCHD21,877$1,267 12/31/2019
Hoylecohen LLC21,809$1,263 12/31/2019
     SCHD21,809$1,263 12/31/2019
Bank of New York Mellon Corp21,705$1,257 12/31/2019
     SCHD21,705$1,257 12/31/2019
Loveless Wealth Management LLC21,515$1,240 12/31/2019
     SCHD21,515$1,240 12/31/2019
Mirador Capital Partners LP21,353$1,237 12/31/2019
     SCHD21,353$1,237 12/31/2019
Brasada Capital Management LP21,296$1,233 12/31/2019
     SCHD21,296$1,233 12/31/2019
Genesee Capital Advisors LLC21,044$1,218 12/31/2019
     SCHD21,044$1,218 12/31/2019
Blue Bell Private Wealth Management LLC20,880$1,209 12/31/2019
     SCHD20,880$1,209 12/31/2019
Western Wealth Management LLC20,714$1,200 12/31/2019
     SCHD20,714$1,200 12/31/2019
AlphaStar Capital Management LLC20,332$1,178 12/31/2019
     SCHD20,332$1,178 12/31/2019
Liberty Capital Management Inc.20,313$1,177 12/31/2019
     SCHD20,313$1,177 12/31/2019
Summit Wealth & Retirement Planning Inc.19,979$1,157 12/31/2019
     SCHD19,979$1,157 12/31/2019
Alliance Wealth Management Group19,903$1,153 12/31/2019
     SCHD19,903$1,153 12/31/2019
Towercrest Capital Management19,904$1,153 12/31/2019
     SCHD19,904$1,153 12/31/2019
RKL Wealth Management LLC19,891$1,152 12/31/2019
     SCHD19,891$1,152 12/31/2019
Resonant Capital Advisors LLC19,710$1,142 12/31/2019
     SCHD19,710$1,142 12/31/2019
Atlantic Union Bankshares Corp19,711$1,141 12/31/2019
     SCHD19,711$1,141 12/31/2019
Stony Point Wealth Management Inc.19,320$1,119 12/31/2019
     SCHD19,320$1,119 12/31/2019
Weaver Consulting Group20,327$1,114 12/31/2019
     SCHD20,327$1,114 12/31/2019
Lakeview Capital Partners LLC19,118$1,107 12/31/2019
     SCHD19,118$1,107 12/31/2019
Fisher Asset Management LLC19,054$1,104 12/31/2019
     SCHD19,054$1,104 12/31/2019
Stadion Money Management LLC18,882$1,094 12/31/2019
     SCHD18,882$1,094 12/31/2019
MCF Advisors LLC18,728$1,085 12/31/2019
     SCHD18,728$1,085 12/31/2019
Stearns Financial Services Group18,617$1,078 12/31/2019
     SCHD18,617$1,078 12/31/2019
Danda Trouve Investment Management Inc.18,559$1,075 12/31/2019
     SCHD18,559$1,075 12/31/2019
Secrest Blakey & Associates LLC18,526$1,073 12/31/2019
     SCHD18,526$1,073 12/31/2019
Van Cleef Asset Management Inc18,494$1,071 12/31/2019
     SCHD18,494$1,071 12/31/2019
Ackerman Capital Advisors LLC18,396$1,066 12/31/2019
     SCHD18,396$1,066 12/31/2019
Harborview Advisors LLC18,393$1,065 12/31/2019
     SCHD18,393$1,065 12/31/2019
Centaurus Financial Inc.18,321$1,061 12/31/2019
     SCHD18,321$1,061 12/31/2019
Evanson Asset Management LLC18,260$1,058 12/31/2019
     SCHD18,260$1,058 12/31/2019
Fusion Capital LLC18,095$1,048 12/31/2019
     SCHD18,095$1,048 12/31/2019
Private Capital Group LLC18,047$1,045 12/31/2019
     SCHD18,047$1,045 12/31/2019
Laurel Wealth Advisors Inc.17,998$1,042 12/31/2019
     SCHD17,998$1,042 12/31/2019
GHP Investment Advisors Inc.17,687$1,024 12/31/2019
     SCHD17,687$1,024 12/31/2019
Atlas Capital Advisors LLC17,513$1,014 12/31/2019
     SCHD17,513$1,014 12/31/2019
Great Valley Advisor Group Inc.17,185$996 12/31/2019
     SCHD17,185$996 12/31/2019
San Francisco Sentry Investment Group CA17,052$988 12/31/2019
     SCHD17,052$988 12/31/2019
HawsGoodwin Investment Management LLC17,019$986 12/31/2019
     SCHD17,019$986 12/31/2019
StrategIQ Financial Group LLC16,989$984 12/31/2019
     SCHD16,989$984 12/31/2019
Garrison Asset Management LLC16,813$974 12/31/2019
     SCHD16,813$974 12/31/2019
First National Bank of Mount Dora Trust Investment Services16,800$973 12/31/2019
     SCHD16,800$973 12/31/2019
Private Capital Management LLC17,733$971 12/31/2019
     SCHD17,733$971 12/31/2019
JPMorgan Chase & Co.16,422$951 12/31/2019
     SCHD16,422$951 12/31/2019
EWG Elevate Inc.16,255$941 12/31/2019
     SCHD16,255$941 12/31/2019
Stifel Financial Corp16,144$934 12/31/2019
     SCHD16,144$934 12/31/2019
Advisory Services Network LLC15,832$917 12/31/2019
     SCHD15,832$917 12/31/2019
R. W. Roge & Company Inc.15,901$917 12/31/2019
     SCHD15,901$917 12/31/2019
Susquehanna International Group LLP $915 12/31/2019
     Call82,200$4,761 12/31/2019
     Put66,400$3,846 12/31/2019
Boyd Watterson Asset Management LLC OH15,283$885 12/31/2019
     SCHD15,283$885 12/31/2019
Transform Wealth LLC14,771$856 12/31/2019
     SCHD14,771$856 12/31/2019
Blue Chip Wealth Management Inc.14,710$852 12/31/2019
     SCHD14,710$852 12/31/2019
US Bancorp DE14,592$846 12/31/2019
     SCHD14,592$846 12/31/2019
Carmichael Hill & Associates Inc.14,530$842 12/31/2019
     SCHD14,530$842 12/31/2019
Meridian Wealth Partners LLC14,521$841 12/31/2019
     SCHD14,521$841 12/31/2019
Highwater Wealth Management LLC15,332$840 09/30/2019
     SCHD15,332$840 09/30/2019
Great Diamond Partners LLC14,500$839 12/31/2019
     SCHD14,500$839 12/31/2019
Strategic Advisors LLC14,420$835 12/31/2019
     SCHD14,420$835 12/31/2019
Murphy Middleton Hinkle & Parker Inc.14,300$828 12/31/2019
     SCHD14,300$828 12/31/2019
IMA Wealth Inc.14,214$823 12/31/2019
     SCHD14,214$823 12/31/2019
Vanguard Capital Wealth Advisors14,190$821 12/31/2019
     SCHD14,190$821 12/31/2019
Argent Wealth Management LLC14,098$817 12/31/2019
     SCHD14,098$817 12/31/2019
Davidson Trust Co.14,114$816 12/31/2019
     SCHD14,114$816 12/31/2019
SWS Partners13,924$793 09/30/2019
     SCHD13,924$793 09/30/2019
Edge Wealth Management LLC13,698$791 12/31/2019
     SCHD13,698$791 12/31/2019
Smart Money Group LLC13,649$791 12/31/2019
     SCHD13,649$791 12/31/2019
Lederer & Associates Investment Counsel CA13,604$788 12/31/2019
     SCHD13,604$788 12/31/2019
WT Wealth Management13,507$782 12/31/2019
     SCHD13,507$782 12/31/2019
Bartlett & Co. LLC14,277$782 09/30/2019
     SCHD14,277$782 09/30/2019
GW Henssler & Associates Ltd.13,418$777 12/31/2019
     SCHD13,418$777 12/31/2019
Tsfg LLC13,389$775 12/31/2019
     SCHD13,389$775 12/31/2019
NEXT Financial Group Inc13,341$773 12/31/2019
     SCHD13,341$773 12/31/2019
Concorde Asset Management LLC13,295$770 12/31/2019
     SCHD13,295$770 12/31/2019
Belpointe Asset Management LLC13,262$768 12/31/2019
     SCHD13,262$768 12/31/2019
Beaumont Financial Partners LLC13,215$765 12/31/2019
     SCHD13,215$765 12/31/2019
Chevy Chase Trust Holdings Inc.13,095$759 12/31/2019
     SCHD13,095$759 12/31/2019
Global Strategic Investment Solutions LLC12,898$747 12/31/2019
     SCHD12,898$747 12/31/2019
Welch & Forbes LLC12,850$744 12/31/2019
     SCHD12,850$744 12/31/2019
MONECO Advisors LLC12,551$742 12/31/2019
     SCHD12,551$742 12/31/2019
HBK Sorce Advisory LLC12,667$734 12/31/2019
     SCHD12,667$734 12/31/2019
Teamwork Financial Advisors LLC12,609$730 12/31/2019
     SCHD12,609$730 12/31/2019
YorkBridge Wealth Partners LLC12,563$728 12/31/2019
     SCHD12,563$728 12/31/2019
Capital Investment Advisory Services LLC12,407$719 12/31/2019
     SCHD12,407$719 12/31/2019
Rench Wealth Management Inc.12,346$715 12/31/2019
     SCHD12,346$715 12/31/2019
Strategic Capital Advisers Inc.12,339$715 12/31/2019
     SCHD12,339$715 12/31/2019
Proequities Inc.11,806$684 12/31/2019
     SCHD11,806$684 12/31/2019
Equitable Holdings Inc.11,817$684 12/31/2019
     SCHD11,817$684 12/31/2019
Martin Capital Partners LLC11,811$684 12/31/2019
     SCHD11,811$684 12/31/2019
Patten & Patten Inc. TN11,599$672 12/31/2019
     SCHD11,599$672 12/31/2019
Mid Atlantic Financial Management Inc. ADV11,564$670 12/31/2019
     SCHD11,564$670 12/31/2019
Hamel Associates Inc.11,404$661 12/31/2019
     SCHD11,404$661 12/31/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC11,285$653 12/31/2019
     SCHD11,285$653 12/31/2019
Guidant Wealth Advisors11,929$653 09/30/2019
     SCHD11,929$653 09/30/2019
Meridian Wealth Management LLC11,242$651 12/31/2019
     SCHD11,242$651 12/31/2019
Thoroughbred Financial Services LLC11,058$640 12/31/2019
     SCHD11,058$640 12/31/2019
Bouchey Financial Group Ltd11,058$640 12/31/2019
     SCHD11,058$640 12/31/2019
Truewealth LLC11,013$638 12/31/2019
     SCHD11,013$638 12/31/2019
C M Bidwell & Associates Ltd.10,922$633 12/31/2019
     SCHD10,922$633 12/31/2019
Kavar Capital Partners LLC10,810$626 12/31/2019
     SCHD10,810$626 12/31/2019
Raub Brock Capital Management LP10,794$625 12/31/2019
     SCHD10,794$625 12/31/2019
Kiley Juergens Wealth Management LLC10,581$612 12/31/2019
     SCHD10,581$612 12/31/2019
Spectrum Management Group Inc.10,555$611 12/31/2019
     SCHD10,555$611 12/31/2019
Sei Investments Co.10,446$609 12/31/2019
     SCHD10,446$609 12/31/2019
Beacon Pointe Advisors LLC10,357$599 12/31/2019
     SCHD10,357$599 12/31/2019
Corbenic Partners LLC10,325$598 12/31/2019
     SCHD10,325$598 12/31/2019
Pacific Capital Wealth Advisors Inc.10,254$594 12/31/2019
     SCHD10,254$594 12/31/2019
Sawtooth Solutions LLC10,187$590 12/31/2019
     SCHD10,187$590 12/31/2019
Sequoia Financial Advisors LLC10,070$583 12/31/2019
     SCHD10,070$583 12/31/2019
Jefferies Group LLC9,925$575 12/31/2019
     SCHD9,925$575 12/31/2019
J.W. Cole Advisors Inc.9,885$573 12/31/2019
     SCHD9,885$573 12/31/2019
TRUE Private Wealth Advisors9,726$563 12/31/2019
     SCHD9,726$563 12/31/2019
Centric Wealth Management9,546$553 12/31/2019
     SCHD9,546$553 12/31/2019
Kingfisher Capital LLC9,490$550 12/31/2019
     SCHD9,490$550 12/31/2019
Beacon Pointe Wealth Advisors LLC9,424$546 12/31/2019
     SCHD9,424$546 12/31/2019
New England Guild Wealth Advisors Inc.9,384$544 12/31/2019
     SCHD9,384$544 12/31/2019
Johnson Investment Counsel Inc.9,348$541 12/31/2019
     SCHD9,348$541 12/31/2019
Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,134$541 12/31/2019
     SCHD9,134$541 12/31/2019
Plancorp LLC9,135$529 12/31/2019
     SCHD9,135$529 12/31/2019
Intersect Capital LLC9,027$523 12/31/2019
     SCHD9,027$523 12/31/2019
Joseph P. Lucia & Associates LLC9,033$523 12/31/2019
     SCHD9,033$523 12/31/2019
Cetera Advisor Networks LLC9,018$521 12/31/2019
     SCHD9,018$521 12/31/2019
Lido Advisors LLC8,992$521 12/31/2019
     SCHD8,992$521 12/31/2019
Whitnell & Co.8,864$513 12/31/2019
     SCHD8,864$513 12/31/2019
Cerity Partners LLC8,810$510 12/31/2019
     SCHD8,810$510 12/31/2019
Gradient Capital Advisors LLC8,753$507 12/31/2019
     SCHD8,753$507 12/31/2019
Baldwin Investment Management LLC8,694$504 12/31/2019
     SCHD8,694$504 12/31/2019
Change Path LLC8,660$501 12/31/2019
     SCHD8,660$501 12/31/2019
Suntrust Banks Inc.9,121$499 09/30/2019
     SCHD9,121$499 09/30/2019
CLS Investments LLC8,558$496 12/31/2019
     SCHD8,558$496 12/31/2019
Curbstone Financial Management Corp8,560$496 12/31/2019
     SCHD8,560$496 12/31/2019
FMR LLC8,479$491 12/31/2019
     SCHD8,479$491 12/31/2019
Bailard Inc.8,393$486 12/31/2019
     SCHD8,393$486 12/31/2019
IFG Advisory LLC8,351$483 12/31/2019
     SCHD8,351$483 12/31/2019
Bellevue Asset Management LLC8,323$482 12/31/2019
     SCHD8,323$482 12/31/2019
Headinvest LLC8,265$479 12/31/2019
     SCHD8,265$479 12/31/2019
Nwam LLC8,275$479 12/31/2019
     SCHD8,275$479 12/31/2019
River Wealth Advisors LLC8,217$476 12/31/2019
     SCHD8,217$476 12/31/2019
Boys Arnold & Co. Inc.8,201$475 12/31/2019
     SCHD8,201$475 12/31/2019
Coastal Bridge Advisors LLC8,193$475 12/31/2019
     SCHD8,193$475 12/31/2019
Good Life Advisors LLC8,171$475 12/31/2019
     SCHD8,171$475 12/31/2019
UMA Financial Services Inc.8,131$475 12/31/2019
     SCHD8,131$475 12/31/2019
Millennium Management LLC8,161$473 12/31/2019
     SCHD8,161$473 12/31/2019
Papp L Roy & Associates8,131$471 12/31/2019
     SCHD8,131$471 12/31/2019
American Money Management LLC8,137$471 12/31/2019
     SCHD8,137$471 12/31/2019
Frontier Wealth Management LLC8,043$466 12/31/2019
     SCHD8,043$466 12/31/2019
Clarius Group LLC7,962$466 12/31/2019
     SCHD7,962$466 12/31/2019
Northern Trust Corp7,921$459 12/31/2019
     SCHD7,921$459 12/31/2019
Rainey & Randall Investment Management Inc.7,799$452 12/31/2019
     SCHD7,799$452 12/31/2019
Aspiriant LLC7,711$446 12/31/2019
     SCHD7,711$446 12/31/2019
National Asset Management Inc.7,594$440 12/31/2019
     SCHD7,594$440 12/31/2019
North Star Asset Management Inc.7,495$434 12/31/2019
     SCHD7,495$434 12/31/2019
Zacks Investment Management7,496$434 12/31/2019
     SCHD7,496$434 12/31/2019
Windham Capital Management LLC7,500$434 12/31/2019
     SCHD7,500$434 12/31/2019
Nadler Financial Group Inc.7,396$428 12/31/2019
     SCHD7,396$428 12/31/2019
Signaturefd LLC7,358$426 12/31/2019
     SCHD7,358$426 12/31/2019
WMS Partners LLC7,353$426 12/31/2019
     SCHD7,353$426 12/31/2019
Alley Co LLC7,322$424 12/31/2019
     SCHD7,322$424 12/31/2019
Whitener Capital Management Inc.7,315$423 12/31/2019
     SCHD7,315$423 12/31/2019
Epstein & White Financial LLC7,272$421 12/31/2019
     SCHD7,272$421 12/31/2019
Strategic Blueprint LLC7,175$416 12/31/2019
     SCHD7,175$416 12/31/2019
Kanawha Capital Management LLC7,173$415 12/31/2019
     SCHD7,173$415 12/31/2019
Private Portfolio Partners LLC7,161$415 12/31/2019
     SCHD7,161$415 12/31/2019
Private Trust Co. NA7,139$413 12/31/2019
     SCHD7,139$413 12/31/2019
Segall Bryant & Hamill LLC7,026$406 12/31/2019
     SCHD7,026$406 12/31/2019
Madden Advisory Services Inc.6,998$405 12/31/2019
     SCHD6,998$405 12/31/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management6,894$399 12/31/2019
     SCHD6,894$399 12/31/2019
Obermeyer Wood Investment Counsel Lllp6,875$398 12/31/2019
     SCHD6,875$398 12/31/2019
Ancora Advisors LLC6,796$394 12/31/2019
     SCHD6,796$394 12/31/2019
Brio Consultants LLC6,768$392 12/31/2019
     SCHD6,768$392 12/31/2019
Barrett Asset Management LLC6,725$390 12/31/2019
     SCHD6,725$390 12/31/2019
Silver Lake Advisory LLC6,727$390 12/31/2019
     SCHD6,727$390 12/31/2019
Holderness Investments Co.6,724$389 12/31/2019
     SCHD6,724$389 12/31/2019
LifeSteps Financial Inc.6,723$389 12/31/2019
     SCHD6,723$389 12/31/2019
Bedel Financial Consulting Inc.6,672$386 12/31/2019
     SCHD6,672$386 12/31/2019
Kingsview Wealth Management LLC6,669$386 12/31/2019
     SCHD6,669$386 12/31/2019
Cetera Investment Advisers6,626$384 12/31/2019
     SCHD6,626$384 12/31/2019
Segment Wealth Management LLC6,584$381 12/31/2019
     SCHD6,584$381 12/31/2019
New England Private Wealth Advisors LLC6,494$376 12/31/2019
     SCHD6,494$376 12/31/2019
CWA Asset Management Group LLC6,456$374 12/31/2019
     SCHD6,456$374 12/31/2019
Main Street Research LLC6,433$373 12/31/2019
     SCHD6,433$373 12/31/2019
Orser Capital Management LLC6,461$373 12/31/2019
     SCHD6,461$373 12/31/2019
Clarkston Capital Partners LLC6,293$365 12/31/2019
     SCHD6,293$365 12/31/2019
SignalPoint Asset Management LLC6,226$361 12/31/2019
     SCHD6,226$361 12/31/2019
Salomon & Ludwin LLC6,194$359 12/31/2019
     SCHD6,194$359 12/31/2019
Sawgrass Asset Management LLC6,085$352 12/31/2019
     SCHD6,085$352 12/31/2019
Foster & Motley Inc.6,068$351 12/31/2019
     SCHD6,068$351 12/31/2019
QCI Asset Management Inc. NY6,000$348 12/31/2019
     SCHD6,000$348 12/31/2019
Domani Wealth LLC5,975$346 12/31/2019
     SCHD5,975$346 12/31/2019
Capital One National Association5,929$343 12/31/2019
     SCHD5,929$343 12/31/2019
361 Capital LLC5,913$343 12/31/2019
     SCHD5,913$343 12/31/2019
Duncker Streett & Co. Inc.5,822$337 12/31/2019
     SCHD5,822$337 12/31/2019
Tranquility Partners LLC5,774$334 12/31/2019
     SCHD5,774$334 12/31/2019
Rikoon Group LLC5,708$331 12/31/2019
     SCHD5,708$331 12/31/2019
Boston Private Wealth LLC5,692$330 12/31/2019
     SCHD5,692$330 12/31/2019
Betterment LLC5,635$326 12/31/2019
     SCHD5,635$326 12/31/2019
Toth Financial Advisory Corp5,606$325 12/31/2019
     SCHD5,606$325 12/31/2019
Cobblestone Capital Advisors LLC NY5,536$321 12/31/2019
     SCHD5,536$321 12/31/2019
Alerus Financial NA5,498$318 12/31/2019
     SCHD5,498$318 12/31/2019
Dfpg Investments LLC5,438$318 12/31/2019
     SCHD5,438$318 12/31/2019
Retirement Planning Group5,492$318 12/31/2019
     SCHD5,492$318 12/31/2019
Apollon Wealth Management LLC5,398$315 12/31/2019
     SCHD5,398$315 12/31/2019
Eaton Vance Management5,413$314 12/31/2019
     SCHD5,413$314 12/31/2019
RFG Advisory LLC5,424$314 12/31/2019
     SCHD5,424$314 12/31/2019
Mengis Capital Management Inc.5,408$313 12/31/2019
     SCHD5,408$313 12/31/2019
Ellevest Inc.5,399$313 12/31/2019
     SCHD5,399$313 12/31/2019
Stratos Wealth Advisors LLC5,383$312 12/31/2019
     SCHD5,383$312 12/31/2019
Sanchez Wealth Management Group5,276$306 12/31/2019
     SCHD5,276$306 12/31/2019
Marino Stram & Associates LLC5,229$303 12/31/2019
     SCHD5,229$303 12/31/2019
Successful Portfolios LLC5,212$302 12/31/2019
     SCHD5,212$302 12/31/2019
PNC Financial Services Group Inc.5,160$299 12/31/2019
     SCHD5,160$299 12/31/2019
Phocas Financial Corp.5,130$297 12/31/2019
     SCHD5,130$297 12/31/2019
Diversified Trust Co5,079$294 12/31/2019
     SCHD5,079$294 12/31/2019
Gradient Investments LLC5,057$293 12/31/2019
     SCHD5,057$293 12/31/2019
Sheaff Brock Investment Advisors LLC5,041$292 12/31/2019
     SCHD5,041$292 12/31/2019
Weik Capital Management5,015$290 12/31/2019
     SCHD5,015$290 12/31/2019
First Financial Corp IN4,925$285 12/31/2019
     SCHD4,925$285 12/31/2019
First Heartland Consultants Inc.4,881$283 12/31/2019
     SCHD4,881$283 12/31/2019
CMC Financial Group4,861$282 12/31/2019
     SCHD4,861$282 12/31/2019
Confluence Wealth Management LLC4,797$278 12/31/2019
     SCHD4,797$278 12/31/2019
Lowe Brockenbrough & Co. Inc.4,689$272 12/31/2019
     SCHD4,689$272 12/31/2019
Paradigm Financial Partners LLC4,685$271 12/31/2019
     SCHD4,685$271 12/31/2019
LifePlan Financial Group Inc4,637$269 12/31/2019
     SCHD4,637$269 12/31/2019
Benjamin F. Edwards & Company Inc.4,636$268 12/31/2019
     SCHD4,636$268 12/31/2019
Oppenheimer & Co. Inc.4,568$265 12/31/2019
     SCHD4,568$265 12/31/2019
SkyOak Wealt LLC4,572$265 12/31/2019
     SCHD4,572$265 12/31/2019
Fairview Capital Investment Management LLC4,545$263 12/31/2019
     SCHD4,545$263 12/31/2019
Busey Wealth Management4,525$262 12/31/2019
     SCHD4,525$262 12/31/2019
Windsor Group LTD4,530$262 12/31/2019
     SCHD4,530$262 12/31/2019
Relaxing Retirement Coach4,480$259 12/31/2019
     SCHD4,480$259 12/31/2019
BEAM Asset Management LLC4,471$259 12/31/2019
     SCHD4,471$259 12/31/2019
Front Row Advisors LLC4,424$256 12/31/2019
     SCHD4,424$256 12/31/2019
Citadel Advisors LLC4,386$254 12/31/2019
     SCHD4,386$254 12/31/2019
Acorn Financial Advisory Services Inc. ADV4,350$252 12/31/2019
     SCHD4,350$252 12/31/2019
Tobias Financial Advisors Inc.4,360$252 12/31/2019
     SCHD4,360$252 12/31/2019
Ironwood Investment Counsel LLC4,300$249 12/31/2019
     SCHD4,300$249 12/31/2019
Heritage Wealth Advisors4,244$246 12/31/2019
     SCHD4,244$246 12/31/2019
Buckingham Capital Management Inc.4,214$244 12/31/2019
     SCHD4,214$244 12/31/2019
Federated Hermes Inc.4,191$243 12/31/2019
     SCHD4,191$243 12/31/2019
Nations Financial Group Inc. IA ADV4,193$243 12/31/2019
     SCHD4,193$243 12/31/2019
Chicago Wealth Management Inc.4,185$242 12/31/2019
     SCHD4,185$242 12/31/2019
Cabana LLC4,175$242 12/31/2019
     SCHD4,175$242 12/31/2019
Wilbanks Smith & Thomas Asset Management LLC4,154$241 12/31/2019
     SCHD4,154$241 12/31/2019
Zeke Capital Advisors LLC4,145$240 12/31/2019
     SCHD4,145$240 12/31/2019
Rain Capital Management LLC4,145$240 12/31/2019
     SCHD4,145$240 12/31/2019
Parsec Financial Management Inc.4,132$239 12/31/2019
     SCHD4,132$239 12/31/2019
Paulson Wealth Management Inc.4,043$239 12/31/2019
     SCHD4,043$239 12/31/2019
Security National Bank of SO Dak4,089$237 12/31/2019
     SCHD4,089$237 12/31/2019
Pensionmark Financial Group LLC4,085$237 12/31/2019
     SCHD4,085$237 12/31/2019
Appleton Partners Inc. MA4,076$236 12/31/2019
     SCHD4,076$236 12/31/2019
Wetherby Asset Management Inc.4,069$236 12/31/2019
     SCHD4,069$236 12/31/2019
FTB Advisors Inc.4,016$233 12/31/2019
     SCHD4,016$233 12/31/2019
Fort Pitt Capital Group LLC4,004$232 12/31/2019
     SCHD4,004$232 12/31/2019
Concentric Wealth Management LLC4,005$232 12/31/2019
     SCHD4,005$232 12/31/2019
Keystone Financial Group3,980$231 12/31/2019
     SCHD3,980$231 12/31/2019
Mitchell Sinkler & Starr PA3,975$230 12/31/2019
     SCHD3,975$230 12/31/2019
Delta Asset Management LLC TN3,955$229 12/31/2019
     SCHD3,955$229 12/31/2019
Evermay Wealth Management LLC3,935$228 12/31/2019
     SCHD3,935$228 12/31/2019
Capital Analysts LLC3,938$228 12/31/2019
     SCHD3,938$228 12/31/2019
TCF National Bank3,933$228 12/31/2019
     SCHD3,933$228 12/31/2019
Triangle Securities Wealth Management3,892$225 12/31/2019
     SCHD3,892$225 12/31/2019
Buckingham Asset Management LLC3,874$224 12/31/2019
     SCHD3,874$224 12/31/2019
Rowland & Co. Investment Counsel ADV3,825$222 12/31/2019
     SCHD3,825$222 12/31/2019
Cadinha & Co. LLC3,800$220 12/31/2019
     SCHD3,800$220 12/31/2019
RNC Capital Management LLC3,787$219 12/31/2019
     SCHD3,787$219 12/31/2019
Cornerstone Wealth Management LLC3,779$219 12/31/2019
     SCHD3,779$219 12/31/2019
BLB&B Advisors LLC3,765$218 12/31/2019
     SCHD3,765$218 12/31/2019
Krilogy Financial LLC3,757$218 12/31/2019
     SCHD3,757$218 12/31/2019
Tatro Capital LLC3,762$218 12/31/2019
     SCHD3,762$218 12/31/2019
Loudon Investment Management LLC3,750$217 12/31/2019
     SCHD3,750$217 12/31/2019
Peak Asset Management LLC3,743$217 12/31/2019
     SCHD3,743$217 12/31/2019
NewFocus Financial Group LLC3,732$216 12/31/2019
     SCHD3,732$216 12/31/2019
Fulcrum Capital LLC3,710$215 12/31/2019
     SCHD3,710$215 12/31/2019
Franklin Parlapiano Turner & Welch LLC3,700$214 12/31/2019
     SCHD3,700$214 12/31/2019
Vista Wealth Management Group LLC3,698$214 12/31/2019
     SCHD3,698$214 12/31/2019
First Wilshire Securities Management Inc.3,675$213 12/31/2019
     SCHD3,675$213 12/31/2019
Grimes & Company Inc.3,625$210 12/31/2019
     SCHD3,625$210 12/31/2019
MUFG Americas Holdings Corp3,517$204 12/31/2019
     SCHD3,517$204 12/31/2019
Ameritas Investment Company LLC3,494$202 12/31/2019
     SCHD3,494$202 12/31/2019
Moneta Group Investment Advisors LLC3,488$202 12/31/2019
     SCHD3,488$202 12/31/2019
American Financial Advisors LLC3,699$202 12/31/2019
     SCHD3,699$202 12/31/2019
Meridian Wealth Advisors LLC3,491$202 12/31/2019
     SCHD3,491$202 12/31/2019
Mycio Wealth Partners LLC3,416$198 12/31/2019
     SCHD3,416$198 12/31/2019
Intercontinental Wealth Advisors LLC3,300$194 12/31/2019
     SCHD3,300$194 12/31/2019
Moser Wealth Advisors LLC3,295$191 12/31/2019
     SCHD3,295$191 12/31/2019
Institute for Wealth Management LLC.3,276$190 12/31/2019
     SCHD3,276$190 12/31/2019
Bank of Montreal Can3,263$189 12/31/2019
     SCHD3,263$189 12/31/2019
Parallel Advisors LLC3,176$184 12/31/2019
     SCHD3,176$184 12/31/2019
Steward Partners Investment Advisory LLC2,988$173 12/31/2019
     SCHD2,988$173 12/31/2019
Lenox Wealth Advisors LLC2,933$170 12/31/2019
     SCHD2,933$170 12/31/2019
Jacobi Capital Management LLC2,721$158 12/31/2019
     SCHD2,721$158 12/31/2019
HBC Financial Services PLLC2,686$155 12/31/2019
     SCHD2,686$155 12/31/2019
Personal Wealth Partners2,628$152 12/31/2019
     SCHD2,628$152 12/31/2019
Creative Financial Designs Inc. ADV2,405$140 12/31/2019
     SCHD2,405$140 12/31/2019
Hudock Capital Group LLC2,290$132 12/31/2019
     SCHD2,290$132 12/31/2019
Allred Capital Management LLC2,203$128 12/31/2019
     SCHD2,203$128 12/31/2019
Sullivan Bruyette Speros & Blaney LLC2,192$127 12/31/2019
     SCHD2,192$127 12/31/2019
Element Wealth LLC2,150$125 12/31/2019
     SCHD2,150$125 12/31/2019
First Personal Financial Services2,138$124 12/31/2019
     SCHD2,138$124 12/31/2019
Cypress Capital Management LLC WY 2,092$121 12/31/2019
     SCHD2,092$121 12/31/2019
Valeo Financial Advisors LLC1,986$115 12/31/2019
     SCHD1,986$115 12/31/2019
D Orazio & Associates Inc.1,951$113 12/31/2019
     SCHD1,951$113 12/31/2019
Price Wealth LLC1,940$112 12/31/2019
     SCHD1,940$112 12/31/2019
Brand Asset Management Group Inc.1,932$112 12/31/2019
     SCHD1,932$112 12/31/2019
Total Clarity Wealth Management Inc.1,888$109 12/31/2019
     SCHD1,888$109 12/31/2019
Pflug Koory LLC1,843$107 12/31/2019
     SCHD1,843$107 12/31/2019
Shine Investment Advisory Services Inc.1,801$104 12/31/2019
     SCHD1,801$104 12/31/2019
Sandy Spring Bank1,793$104 12/31/2019
     SCHD1,793$104 12/31/2019
Fifth Third Bancorp1,703$99 12/31/2019
     SCHD1,703$99 12/31/2019
Salem Investment Counselors Inc.1,627$94 12/31/2019
     SCHD1,627$94 12/31/2019
Capital Asset Advisory Services LLC1,502$89 12/31/2019
     SCHD1,502$89 12/31/2019
Laurel Wealth Advisors LLC1,467$85 12/31/2019
     SCHD1,467$85 12/31/2019
Lighthouse Financial Advisors Inc.1,441$83 12/31/2019
     SCHD1,441$83 12/31/2019
Prestige Wealth Management Group LLC1,379$80 12/31/2019
     SCHD1,379$80 12/31/2019
Pinnacle Bank1,325$77 12/31/2019
     SCHD1,325$77 12/31/2019
Oppenheimer Asset Management Inc.1,283$74 12/31/2019
     SCHD1,283$74 12/31/2019
PSI Advisors LLC1,286$74 12/31/2019
     SCHD1,286$74 12/31/2019
TCI Wealth Advisors Inc.1,264$73 12/31/2019
     SCHD1,264$73 12/31/2019
Roble Belko & Company Inc1,265$73 12/31/2019
     SCHD1,265$73 12/31/2019
Financial Management Professionals Inc.1,191$69 12/31/2019
     SCHD1,191$69 12/31/2019
ICW Investment Advisors LLC1,190$69 12/31/2019
     SCHD1,190$69 12/31/2019
Ballast Advisors LLC1,187$69 12/31/2019
     SCHD1,187$69 12/31/2019
Glenmede Trust Co. NA1,007$58 12/31/2019
     SCHD1,007$58 12/31/2019
Lindbrook Capital LLC970$56 12/31/2019
     SCHD970$56 12/31/2019
Verus Capital Partners LLC921$53 12/31/2019
     SCHD921$53 12/31/2019
Winslow Evans & Crocker Inc.896$52 12/31/2019
     SCHD896$52 12/31/2019
AlphaCore Capital LLC900$52 12/31/2019
     SCHD900$52 12/31/2019
Carolinas Wealth Consulting LLC832$48 12/31/2019
     SCHD832$48 12/31/2019
McKinley Carter Wealth Services Inc.803$47 12/31/2019
     SCHD803$47 12/31/2019
Peachtree Investment Partners LLC812$47 12/31/2019
     SCHD812$47 12/31/2019
Atticus Wealth Management LLC802$46 12/31/2019
     SCHD802$46 12/31/2019
Liberty Wealth Management LLC784$45 12/31/2019
     SCHD784$45 12/31/2019
Blair William & Co. IL733$42 12/31/2019
     SCHD733$42 12/31/2019
BlackRock Inc.730$42 12/31/2019
     SCHD730$42 12/31/2019
LS Investment Advisors LLC634$37 12/31/2019
     SCHD634$37 12/31/2019
EPG Wealth Management LLC636$37 12/31/2019
     SCHD636$37 12/31/2019
HM Payson & Co.614$36 12/31/2019
     SCHD614$36 12/31/2019
Orion Portfolio Solutions LLC585$34 12/31/2019
     SCHD585$34 12/31/2019
Manchester Financial Inc.545$32 12/31/2019
     SCHD545$32 12/31/2019
Lloyd Advisory Services LLC.557$32 12/31/2019
     SCHD557$32 12/31/2019
SRS Capital Advisors Inc.488$28 12/31/2019
     SCHD488$28 12/31/2019
Prime Capital Investment Advisors LLC475$28 12/31/2019
     SCHD475$28 12/31/2019
Plante Moran Financial Advisors LLC467$27 12/31/2019
     SCHD467$27 12/31/2019
Berman Capital Advisors LLC456$26 12/31/2019
     SCHD456$26 12/31/2019
Ambassador Advisors LLC439$25 12/31/2019
     SCHD439$25 12/31/2019
Certified Advisory Corp423$25 12/31/2019
     SCHD423$25 12/31/2019
Column Capital Advisors LLC420$24 12/31/2019
     SCHD420$24 12/31/2019
Procyon Private Wealth Partners LLC410$24 12/31/2019
     SCHD410$24 12/31/2019
Rowland Carmichael Advisors Inc. ADV391$23 12/31/2019
     SCHD391$23 12/31/2019
Cutler Group LP $23 12/31/2019
     Call3,700$20 12/31/2019
     SCHD62$3 12/31/2019
     Put500$0 12/31/2019
Vectors Research Management LLC400$23 12/31/2019
     SCHD400$23 12/31/2019
Center for Financial Planning Inc.404$23 12/31/2019
     SCHD404$23 12/31/2019
Farmers & Merchants Investments Inc.375$22 12/31/2019
     SCHD375$22 12/31/2019
Spence Asset Management386$22 12/31/2019
     SCHD386$22 12/31/2019
Advisory Alpha LLC360$21 12/31/2019
     SCHD360$21 12/31/2019
Burt Wealth Advisors358$21 12/31/2019
     SCHD358$21 12/31/2019
Sonora Investment Management LLC325$19 12/31/2019
     SCHD325$19 12/31/2019
Mark Sheptoff Financial Planning LLC325$19 12/31/2019
     SCHD325$19 12/31/2019
FinTrust Capital Advisors LLC320$19 12/31/2019
     SCHD320$19 12/31/2019
Aptus Capital Advisors LLC343$19 12/31/2019
     SCHD343$19 12/31/2019
HCR Wealth Advisors320$19 12/31/2019
     SCHD320$19 12/31/2019
Larson Financial Group LLC310$18 12/31/2019
     SCHD310$18 12/31/2019
Whittier Trust Co.291$17 12/31/2019
     SCHD291$17 12/31/2019
Oakworth Capital Inc.299$17 12/31/2019
     SCHD299$17 12/31/2019
Sowa Financial Group Inc.289$17 12/31/2019
     SCHD289$17 12/31/2019
Huntington National Bank270$16 12/31/2019
     SCHD270$16 12/31/2019
Tower Research Capital LLC TRC 283$16 12/31/2019
     SCHD283$16 12/31/2019
Engrave Wealth Partners LLC277$16 12/31/2019
     SCHD277$16 12/31/2019
Optimum Investment Advisors261$15 12/31/2019
     SCHD261$15 12/31/2019
West Bancorporation Inc.256$15 12/31/2019
     SCHD256$15 12/31/2019
Ironwood Financial llc258$15 12/31/2019
     SCHD258$15 12/31/2019
Emerald Investment Partners LLC260$15 12/31/2019
     SCHD260$15 12/31/2019
Northern Oak Wealth Management Inc.235$14 12/31/2019
     SCHD235$14 12/31/2019
Reilly Financial Advisors LLC238$14 12/31/2019
     SCHD238$14 12/31/2019
Wealth Quarterback LLC1,083$14 12/31/2019
     SCHD1,083$14 12/31/2019
Gemmer Asset Management LLC200$12 12/31/2019
     SCHD200$12 12/31/2019
Jackson Grant Investment Advisers Inc.207$12 12/31/2019
     SCHD207$12 12/31/2019
Arkadios Wealth Advisors149$9 12/31/2019
     SCHD149$9 12/31/2019
Capital Advisors Ltd. LLC132$8 12/31/2019
     SCHD132$8 12/31/2019
RPG Investment Advisory LLC140$8 12/31/2019
     SCHD140$8 12/31/2019
Ameritas Investment Partners Inc.110$6 12/31/2019
     SCHD110$6 12/31/2019
Quantum Capital Management101$6 12/31/2019
     SCHD101$6 12/31/2019
Wealthcare Advisory Partners LLC101$6 12/31/2019
     SCHD101$6 12/31/2019
Institutional & Family Asset Management LLC94$5 12/31/2019
     SCHD94$5 12/31/2019
Citizens Financial Group Inc RI61$4 12/31/2019
     SCHD61$4 12/31/2019
Harbor Investment Advisory LLC72$4 12/31/2019
     SCHD72$4 12/31/2019
Sound Income Strategies LLC64$4 12/31/2019
     SCHD64$4 12/31/2019
Lionsbridge Wealth Management LLC73$4 12/31/2019
     SCHD73$4 12/31/2019
Baldwin Brothers Inc. MA49$3 12/31/2019
     SCHD49$3 12/31/2019
Covington Capital Management57$3 12/31/2019
     SCHD57$3 12/31/2019
Simplex Trading LLC36$2 12/31/2019
     SCHD36$2 12/31/2019
Tortoise Investment Management LLC30$2 12/31/2019
     SCHD30$2 12/31/2019
Glassman Wealth Services42$2 12/31/2019
     SCHD42$2 12/31/2019
American National Bank25$1 12/31/2019
     SCHD25$1 12/31/2019
Evensky & Katz LLC14$1 12/31/2019
     SCHD14$1 12/31/2019
West Oak Capital LLC13$1 12/31/2019
     SCHD13$1 12/31/2019
NewSquare Capital LLC11$1 12/31/2019
     SCHD11$1 12/31/2019
JFS Wealth Advisors LLC25$1 12/31/2019
     SCHD25$1 12/31/2019
Accurate Investment Solutions Inc.25$1 12/31/2019
     SCHD25$1 12/31/2019
Kore Private Wealth LLC10$1 12/31/2019
     SCHD10$1 12/31/2019
Howe & Rusling Inc.6$0 12/31/2019
     SCHD6$0 12/31/2019
Silicon Hills Wealth Management LLC113$0 12/31/2019
     SCHD113$0 12/31/2019
Wolverine Trading LLC6,100$-353 12/31/2019
     Put6,100$353 12/31/2019

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

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