HoldingsChannel.com
Funds Holding SCHD
HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Advisory Inc.10,990,437$494,349 03/31/2020
     SCHD10,990,437$494,349 03/31/2020
Wealthfront Advisers LLC8,144,262$366,329 03/31/2020
     SCHD8,144,262$366,329 03/31/2020
Honkamp Krueger Financial Services Inc.3,777,289$169,902 03/31/2020
     SCHD3,777,289$169,902 03/31/2020
UBS Group AG2,597,737$116,846 03/31/2020
     SCHD2,597,737$116,846 03/31/2020
LPL Financial LLC1,571,487$70,685 03/31/2020
     SCHD1,571,487$70,685 03/31/2020
Asset Advisors Investment Management LLC1,518,231$68,290 03/31/2020
     SCHD1,518,231$68,290 03/31/2020
Envestnet Asset Management Inc.1,513,171$68,062 03/31/2020
     SCHD1,513,171$68,062 03/31/2020
Alliancebernstein L.P.1,469,272$66,088 03/31/2020
     SCHD1,469,272$66,088 03/31/2020
Bank of America Corp DE1,447,857$65,124 03/31/2020
     SCHD1,447,857$65,124 03/31/2020
JBJ Investment Partners LLC1,410,634$63,450 03/31/2020
     SCHD1,410,634$63,450 03/31/2020
Sontag Advisory LLC1,245,881$56,040 03/31/2020
     SCHD1,245,881$56,040 03/31/2020
Morgan Stanley1,215,620$54,679 03/31/2020
     SCHD1,215,620$54,679 03/31/2020
Ameriprise Financial Inc.1,074,371$47,667 03/31/2020
     SCHD1,074,371$47,667 03/31/2020
Advisor Group Holdings Inc.7,266,867$45,439 03/31/2020
     SCHD7,266,867$45,439 03/31/2020
Raymond James Financial Services Advisors Inc.908,047$40,844 03/31/2020
     SCHD908,047$40,844 03/31/2020
Wells Fargo & Company MN839,581$37,765 03/31/2020
     SCHD839,581$37,765 03/31/2020
HHM Wealth Advisors LLC825,109$37,113 03/31/2020
     SCHD825,109$37,113 03/31/2020
Strategic Wealth Management Group LLC802,191$36,083 03/31/2020
     SCHD802,191$36,083 03/31/2020
Mariner LLC649,440$29,212 03/31/2020
     SCHD649,440$29,212 03/31/2020
Commonwealth Equity Services LLC610,136$27,443 03/31/2020
     SCHD610,136$27,443 03/31/2020
D.A. Davidson & CO.595,036$26,766 03/31/2020
     SCHD595,036$26,766 03/31/2020
Coastal Capital Group Inc.583,009$26,223 03/31/2020
     SCHD583,009$26,223 03/31/2020
Legacy Financial Strategies LLC582,913$26,219 03/31/2020
     SCHD582,913$26,219 03/31/2020
Wealthspire Advisors L.P.515,572$23,190 03/31/2020
     SCHD515,572$23,190 03/31/2020
Keybank National Association OH507,263$22,817 03/31/2020
     SCHD507,263$22,817 03/31/2020
Mercer Global Advisors Inc. ADV471,038$21,187 03/31/2020
     SCHD471,038$21,187 03/31/2020
Summit Asset Management LLC467,047$21,008 03/31/2020
     SCHD467,047$21,008 03/31/2020
CENTRAL TRUST Co465,798$20,952 03/31/2020
     SCHD465,798$20,952 03/31/2020
Keystone Financial Planning Inc.434,467$19,542 03/31/2020
     SCHD434,467$19,542 03/31/2020
Orgel Wealth Management LLC431,828$19,424 03/31/2020
     SCHD431,828$19,424 03/31/2020
First Mercantile Trust Co.412,605$18,558 03/31/2020
     SCHD412,605$18,558 03/31/2020
Aurora Private Wealth Inc.407,114$18,312 03/31/2020
     SCHD407,114$18,312 03/31/2020
Howard Financial Services LTD.378,998$17,047 03/31/2020
     SCHD378,998$17,047 03/31/2020
Colony Group LLC364,305$16,386 03/31/2020
     SCHD364,305$16,386 03/31/2020
Cambridge Investment Research Advisors Inc.364,275$16,385 03/31/2020
     SCHD364,275$16,385 03/31/2020
Gerber Kawasaki Wealth & Investment Management340,581$15,319 03/31/2020
     SCHD340,581$15,319 03/31/2020
Enterprise Financial Services Corp327,851$14,747 03/31/2020
     SCHD327,851$14,747 03/31/2020
FLC Capital Advisors329,103$14,737 03/31/2020
     SCHD329,103$14,737 03/31/2020
AE Wealth Management LLC321,303$14,452 03/31/2020
     SCHD321,303$14,452 03/31/2020
Madison Asset Management LLC313,447$14,099 03/31/2020
     SCHD313,447$14,099 03/31/2020
JJJ Advisors Inc.300,173$13,502 03/31/2020
     SCHD300,173$13,502 03/31/2020
Reitz Capital Advisors LLC291,203$13,099 03/31/2020
     SCHD291,203$13,099 03/31/2020
ProVise Management Group LLC286,942$12,907 03/31/2020
     SCHD286,942$12,907 03/31/2020
Valmark Advisers Inc.283,426$12,749 03/31/2020
     SCHD283,426$12,749 03/31/2020
Souders Financial Advisors272,859$12,273 03/31/2020
     SCHD272,859$12,273 03/31/2020
Homrich & Berg265,533$11,944 03/31/2020
     SCHD265,533$11,944 03/31/2020
Hengehold Capital Management LLC265,254$11,931 03/31/2020
     SCHD265,254$11,931 03/31/2020
Pinkerton Retirement Specialists LLC262,085$11,789 03/31/2020
     SCHD262,085$11,789 03/31/2020
Sawtooth Solutions LLC257,824$11,597 03/31/2020
     SCHD257,824$11,597 03/31/2020
Capital Advantage Inc.226,414$11,298 03/31/2020
     SCHD226,414$11,298 03/31/2020
Clear Perspective Advisors LLC249,777$11,235 03/31/2020
     SCHD249,777$11,235 03/31/2020
Taylor Cottrill Erickson & Associates Inc.242,897$10,926 03/31/2020
     SCHD242,897$10,926 03/31/2020
Resource Management LLC242,778$10,920 03/31/2020
     SCHD242,778$10,920 03/31/2020
GWM Advisors LLC240,404$10,813 03/31/2020
     SCHD240,404$10,813 03/31/2020
Opus Investment Management Inc.233,300$10,494 03/31/2020
     SCHD233,300$10,494 03/31/2020
Wellesley Investment Partners LLC232,942$10,477 03/31/2020
     SCHD232,942$10,477 03/31/2020
Newman Dignan & Sheerar Inc.215,738$10,399 03/31/2020
     SCHD215,738$10,399 03/31/2020
USAdvisors Wealth Management LLC225,018$10,121 03/31/2020
     SCHD225,018$10,121 03/31/2020
JNBA Financial Advisors214,275$9,638 03/31/2020
     SCHD214,275$9,638 03/31/2020
Northwestern Mutual Wealth Management Co.213,377$9,597 03/31/2020
     SCHD213,377$9,597 03/31/2020
MML Investors Services LLC209,053$9,403 03/31/2020
     SCHD209,053$9,403 03/31/2020
Planning Alternatives Ltd. ADV199,767$8,986 03/31/2020
     SCHD199,767$8,986 03/31/2020
Fundamentun LLC195,651$8,800 03/31/2020
     SCHD195,651$8,800 03/31/2020
Evolution Wealth Advisors LLC193,967$8,725 03/31/2020
     SCHD193,967$8,725 03/31/2020
First Allied Advisory Services Inc.180,848$8,135 03/31/2020
     SCHD180,848$8,135 03/31/2020
First Command Advisory Services Inc.170,348$7,668 03/31/2020
     SCHD170,348$7,668 03/31/2020
Sharkey Howes & Javer169,312$7,616 03/31/2020
     SCHD169,312$7,616 03/31/2020
Shorepoint Capital Partners LLC168,296$7,570 03/31/2020
     SCHD168,296$7,570 03/31/2020
Royal Bank of Canada164,680$7,407 03/31/2020
     SCHD164,680$7,407 03/31/2020
Vaughan David Investments LLC IL160,801$7,233 03/31/2020
     SCHD160,801$7,233 03/31/2020
Manning & Napier Group LLC159,322$7,166 03/31/2020
     SCHD159,322$7,166 03/31/2020
Acorn Wealth Advisors LLC153,716$7,109 03/31/2020
     SCHD153,716$7,109 03/31/2020
Sunburst Financial Group LLC158,021$7,108 03/31/2020
     SCHD158,021$7,108 03/31/2020
HighTower Advisors LLC157,921$7,089 03/31/2020
     SCHD157,921$7,089 03/31/2020
Soltis Investment Advisors LLC156,582$7,043 03/31/2020
     SCHD156,582$7,043 03/31/2020
Pittenger & Anderson Inc.151,869$6,831 03/31/2020
     SCHD151,869$6,831 03/31/2020
Retirement Network151,556$6,817 03/31/2020
     SCHD151,556$6,817 03/31/2020
Koshinski Asset Management Inc.147,121$6,618 03/31/2020
     SCHD147,121$6,618 03/31/2020
Adams Chetwood Wealth Management LLC128,523$6,530 03/31/2020
     SCHD128,523$6,530 03/31/2020
Winthrop Advisory Group LLC143,925$6,474 03/31/2020
     SCHD143,925$6,474 03/31/2020
LVW Advisors LLC140,518$6,320 03/31/2020
     SCHD140,518$6,320 03/31/2020
Visionary Wealth Advisors139,228$6,262 03/31/2020
     SCHD139,228$6,262 03/31/2020
WealthPLAN Partners LLC125,886$6,226 03/31/2020
     SCHD125,886$6,226 03/31/2020
CVA Family Office LLC136,077$6,121 03/31/2020
     SCHD136,077$6,121 03/31/2020
BCS Wealth Management135,615$6,100 03/31/2020
     SCHD135,615$6,100 03/31/2020
NewFocus Financial Group LLC133,571$6,008 03/31/2020
     SCHD133,571$6,008 03/31/2020
Burleson & Company LLC118,169$6,004 03/31/2020
     SCHD118,169$6,004 03/31/2020
Barnett & Company Inc.132,573$5,963 03/31/2020
     SCHD132,573$5,963 03/31/2020
Courage Miller Partners LLC128,825$5,794 03/31/2020
     SCHD128,825$5,794 03/31/2020
Islay Capital Management LLC128,259$5,769 03/31/2020
     SCHD128,259$5,769 03/31/2020
Regal Investment Advisors LLC127,735$5,746 03/31/2020
     SCHD127,735$5,746 03/31/2020
Leavell Investment Management Inc.123,508$5,555 03/31/2020
     SCHD123,508$5,555 03/31/2020
United Capital Financial Advisers LLC122,087$5,491 03/31/2020
     SCHD122,087$5,491 03/31/2020
Kohmann Bosshard Financial Services LLC114,708$5,160 03/31/2020
     SCHD114,708$5,160 03/31/2020
CCG Wealth Management LLC110,194$4,957 03/31/2020
     SCHD110,194$4,957 03/31/2020
Veritable L.P.109,087$4,907 03/31/2020
     SCHD109,087$4,907 03/31/2020
SVA Wealth Management LLC105,560$4,748 03/31/2020
     SCHD105,560$4,748 03/31/2020
Valley National Advisers Inc.105,315$4,737 03/31/2020
     SCHD105,315$4,737 03/31/2020
Legacy Private Trust Co.104,984$4,722 03/31/2020
     SCHD104,984$4,722 03/31/2020
Assetmark Inc.104,237$4,689 03/31/2020
     SCHD104,237$4,689 03/31/2020
Qube Research & Technologies Ltd102,882$4,628 03/31/2020
     SCHD102,882$4,628 03/31/2020
Smithbridge Asset Management Inc. DE89,077$4,610 06/30/2020
     SCHD89,077$4,610 06/30/2020
NBT Bank N A NY101,267$4,555 03/31/2020
     SCHD101,267$4,555 03/31/2020
Arden Trust Co99,119$4,459 03/31/2020
     SCHD99,119$4,459 03/31/2020
Columbus Macro LLC97,510$4,386 03/31/2020
     SCHD97,510$4,386 03/31/2020
Baird Financial Group Inc.95,770$4,307 03/31/2020
     SCHD95,770$4,307 03/31/2020
KCM Investment Advisors LLC94,721$4,261 03/31/2020
     SCHD94,721$4,261 03/31/2020
Vista Private Wealth Partners. LLC97,378$4,257 03/31/2020
     SCHD97,378$4,257 03/31/2020
CRA Financial Services LLC94,614$4,256 03/31/2020
     SCHD94,614$4,256 03/31/2020
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.93,725$4,216 03/31/2020
     SCHD93,725$4,216 03/31/2020
Integrated Advisors Network LLC92,642$4,167 03/31/2020
     SCHD92,642$4,167 03/31/2020
Sheets Smith Wealth Management91,579$4,119 03/31/2020
     SCHD91,579$4,119 03/31/2020
Patriot Investment Management Inc.89,606$4,030 03/31/2020
     SCHD89,606$4,030 03/31/2020
SevenBridge Financial Group LLC88,946$4,001 03/31/2020
     SCHD88,946$4,001 03/31/2020
Truist Financial Corp87,623$3,942 03/31/2020
     SCHD87,623$3,942 03/31/2020
FormulaFolio Investments LLC85,888$3,863 03/31/2020
     SCHD85,888$3,863 03/31/2020
Charles Schwab Trust Co85,033$3,825 03/31/2020
     SCHD85,033$3,825 03/31/2020
Modus Advisors LLC71,049$3,677 06/30/2020
     SCHD71,049$3,677 06/30/2020
Private Advisor Group LLC81,287$3,656 03/31/2020
     SCHD81,287$3,656 03/31/2020
Curtis Advisory Group LLC81,231$3,654 03/31/2020
     SCHD81,231$3,654 03/31/2020
Red Door Wealth Management LLC70,099$3,627 06/30/2020
     SCHD70,099$3,627 06/30/2020
Mission Creek Capital Partners Inc.80,516$3,622 03/31/2020
     SCHD80,516$3,622 03/31/2020
PFG Advisors73,925$3,617 03/31/2020
     SCHD73,925$3,617 03/31/2020
Strategic Family Wealth Counselors L.L.C.79,864$3,592 03/31/2020
     SCHD79,864$3,592 03/31/2020
First Republic Investment Management Inc.79,305$3,567 03/31/2020
     SCHD79,305$3,567 03/31/2020
Cardan Capital Partners LLC78,266$3,520 03/31/2020
     SCHD78,266$3,520 03/31/2020
Brown Advisory Inc.77,511$3,487 03/31/2020
     SCHD77,511$3,487 03/31/2020
Global Strategic Investment Solutions LLC77,180$3,472 03/31/2020
     SCHD77,180$3,472 03/31/2020
AJ Wealth Strategies LLC76,873$3,458 03/31/2020
     SCHD76,873$3,458 03/31/2020
Northwest Investment Counselors LLC76,736$3,452 03/31/2020
     SCHD76,736$3,452 03/31/2020
Smithfield Trust Co.76,646$3,447 03/31/2020
     SCHD76,646$3,447 03/31/2020
Alliance Wealth Management Group76,639$3,447 03/31/2020
     SCHD76,639$3,447 03/31/2020
Towercrest Capital Management76,639$3,447 03/31/2020
     SCHD76,639$3,447 03/31/2020
Juncture Wealth Strategies LLC75,017$3,374 03/31/2020
     SCHD75,017$3,374 03/31/2020
Raymond James & Associates74,443$3,348 03/31/2020
     SCHD74,443$3,348 03/31/2020
Alpha Omega Wealth Management LLC74,255$3,340 03/31/2020
     SCHD74,255$3,340 03/31/2020
Pennsylvania Capital Management Inc. ADV73,923$3,275 03/31/2020
     SCHD73,923$3,275 03/31/2020
BerganKDV Wealth Management LLC72,611$3,266 03/31/2020
     SCHD72,611$3,266 03/31/2020
Creative Planning72,572$3,264 03/31/2020
     SCHD72,572$3,264 03/31/2020
SRS Capital Advisors Inc.72,149$3,245 03/31/2020
     SCHD72,149$3,245 03/31/2020
Noven Financial Group Inc.71,626$3,222 03/31/2020
     SCHD71,626$3,222 03/31/2020
TrinityPoint Wealth LLC70,705$3,180 03/31/2020
     SCHD70,705$3,180 03/31/2020
Sigma Planning Corp70,650$3,178 03/31/2020
     SCHD70,650$3,178 03/31/2020
Benchmark Wealth Management LLC69,562$3,129 03/31/2020
     SCHD69,562$3,129 03/31/2020
SNS Financial Group LLC68,933$3,101 03/31/2020
     SCHD68,933$3,101 03/31/2020
D.B. Root & Company LLC68,217$3,068 03/31/2020
     SCHD68,217$3,068 03/31/2020
IFP Advisors Inc66,533$3,022 03/31/2020
     SCHD66,533$3,022 03/31/2020
Baystate Wealth Management LLC65,144$2,930 03/31/2020
     SCHD65,144$2,930 03/31/2020
First Merchants Corp65,016$2,923 03/31/2020
     SCHD65,016$2,923 03/31/2020
Northstar Group Inc.64,750$2,913 03/31/2020
     SCHD64,750$2,913 03/31/2020
Ausdal Financial Partners Inc.58,297$2,852 03/31/2020
     SCHD58,297$2,852 03/31/2020
Financial Architects Inc62,319$2,803 03/31/2020
     SCHD62,319$2,803 03/31/2020
Cedar Wealth Management LLC60,926$2,740 03/31/2020
     SCHD60,926$2,740 03/31/2020
Spectrum Management Group LLC60,674$2,729 03/31/2020
     SCHD60,674$2,729 03/31/2020
Mayfair Advisory Group LLC60,413$2,717 03/31/2020
     SCHD60,413$2,717 03/31/2020
Resources Investment Advisors LLC.60,307$2,713 03/31/2020
     SCHD60,307$2,713 03/31/2020
OLD Dominion Capital Management Inc.60,007$2,699 03/31/2020
     SCHD60,007$2,699 03/31/2020
Cypress Capital Management LLC58,930$2,651 03/31/2020
     SCHD58,930$2,651 03/31/2020
Financial Advocates Investment Management58,214$2,618 03/31/2020
     SCHD58,214$2,618 03/31/2020
D L Carlson Investment Group Inc.58,163$2,616 03/31/2020
     SCHD58,163$2,616 03/31/2020
Swaine & Leidel Wealth Services LLC57,531$2,588 03/31/2020
     SCHD57,531$2,588 03/31/2020
Newport Wealth Strategies Inc.50,049$2,482 03/31/2020
     SCHD50,049$2,482 03/31/2020
Roof Eidam & Maycock ADV55,136$2,480 03/31/2020
     SCHD55,136$2,480 03/31/2020
Bangor Savings Bank55,127$2,480 03/31/2020
     SCHD55,127$2,480 03/31/2020
Breiter Capital Management Inc.55,021$2,475 03/31/2020
     SCHD55,021$2,475 03/31/2020
Regentatlantic Capital LLC54,891$2,469 03/31/2020
     SCHD54,891$2,469 03/31/2020
Sage Advisory Services Ltd.Co.54,897$2,469 03/31/2020
     SCHD54,897$2,469 03/31/2020
Sound View Wealth Advisors Group LLC54,200$2,438 03/31/2020
     SCHD54,200$2,438 03/31/2020
Maxim Capital Management LLC54,167$2,436 03/31/2020
     SCHD54,167$2,436 03/31/2020
Starfire Investment Advisers Inc.53,359$2,400 03/31/2020
     SCHD53,359$2,400 03/31/2020
Mutual Advisors LLC53,136$2,390 03/31/2020
     SCHD53,136$2,390 03/31/2020
Patton Albertson Miller Group LLC52,601$2,366 03/31/2020
     SCHD52,601$2,366 03/31/2020
Frontier Investment Mgmt Co.52,016$2,340 03/31/2020
     SCHD52,016$2,340 03/31/2020
Stockman Wealth Management Inc.51,689$2,325 03/31/2020
     SCHD51,689$2,325 03/31/2020
Old Port Advisors51,176$2,302 03/31/2020
     SCHD51,176$2,302 03/31/2020
Fagan Associates Inc.50,701$2,281 03/31/2020
     SCHD50,701$2,281 03/31/2020
Roundview Capital LLC50,403$2,267 03/31/2020
     SCHD50,403$2,267 03/31/2020
Citigroup Inc.48,499$2,181 03/31/2020
     SCHD48,499$2,181 03/31/2020
Vivid Financial Management Inc.48,478$2,181 03/31/2020
     SCHD48,478$2,181 03/31/2020
Spreng Capital Management Inc.47,478$2,136 03/31/2020
     SCHD47,478$2,136 03/31/2020
Broadleaf Partners LLC47,049$2,116 03/31/2020
     SCHD47,049$2,116 03/31/2020
SeaCrest Wealth Management LLC46,884$2,109 03/31/2020
     SCHD46,884$2,109 03/31/2020
Summit Financial Wealth Advisors LLC44,639$2,088 03/31/2020
     SCHD44,639$2,088 03/31/2020
JT Stratford LLC46,322$2,084 03/31/2020
     SCHD46,322$2,084 03/31/2020
AdvisorNet Financial Inc45,836$2,062 03/31/2020
     SCHD45,836$2,062 03/31/2020
Price Wealth LLC45,591$2,051 03/31/2020
     SCHD45,591$2,051 03/31/2020
Cedar Brook Financial Partners LLC44,386$1,996 03/31/2020
     SCHD44,386$1,996 03/31/2020
Eidelman Virant Capital42,281$1,902 03/31/2020
     SCHD42,281$1,902 03/31/2020
Nikulski Financial Inc.41,547$1,869 03/31/2020
     SCHD41,547$1,869 03/31/2020
Pacific Wealth Strategies Group Inc.41,424$1,863 03/31/2020
     SCHD41,424$1,863 03/31/2020
Pacific Edge Advisors LLC41,230$1,855 03/31/2020
     SCHD41,230$1,855 03/31/2020
Providence Wealth Advisors LLC41,560$1,844 03/31/2020
     SCHD41,560$1,844 03/31/2020
Apriem Advisors40,288$1,812 03/31/2020
     SCHD40,288$1,812 03/31/2020
John W. Brooker & Co. CPAs34,727$1,797 06/30/2020
     SCHD34,727$1,797 06/30/2020
Janney Montgomery Scott LLC39,392$1,772 03/31/2020
     SCHD39,392$1,772 03/31/2020
Texas Yale Capital Corp.39,385$1,772 03/31/2020
     SCHD39,385$1,772 03/31/2020
Captrust Financial Advisors40,120$1,748 03/31/2020
     SCHD40,120$1,748 03/31/2020
Indie Asset Partners LLC38,402$1,727 03/31/2020
     SCHD38,402$1,727 03/31/2020
CIBC Private Wealth Group LLC38,164$1,718 03/31/2020
     SCHD38,164$1,718 03/31/2020
Allen Capital Group LLC38,155$1,716 03/31/2020
     SCHD38,155$1,716 03/31/2020
Financial Consulate Inc.37,711$1,696 03/31/2020
     SCHD37,711$1,696 03/31/2020
Pinnacle Associates Ltd.37,140$1,671 03/31/2020
     SCHD37,140$1,671 03/31/2020
Tower Research Capital LLC TRC 36,262$1,631 03/31/2020
     SCHD36,262$1,631 03/31/2020
Scott & Selber Inc.36,032$1,621 03/31/2020
     SCHD36,032$1,621 03/31/2020
Eagle Capital Management LLC35,905$1,615 03/31/2020
     SCHD35,905$1,615 03/31/2020
McAdam LLC35,189$1,583 03/31/2020
     SCHD35,189$1,583 03/31/2020
Cambridge Advisors Inc.35,170$1,582 03/31/2020
     SCHD35,170$1,582 03/31/2020
Northwest Capital Management Inc35,062$1,577 03/31/2020
     SCHD35,062$1,577 03/31/2020
Cetera Advisors LLC34,574$1,555 03/31/2020
     SCHD34,574$1,555 03/31/2020
Miracle Mile Advisors LLC34,527$1,553 03/31/2020
     SCHD34,527$1,553 03/31/2020
Marquette Asset Management LLC33,849$1,523 03/31/2020
     SCHD33,849$1,523 03/31/2020
Rocky Mountain Advisers LLC33,415$1,503 03/31/2020
     SCHD33,415$1,503 03/31/2020
Principle Wealth Partners LLC32,860$1,478 03/31/2020
     SCHD32,860$1,478 03/31/2020
Advisors Capital Management LLC32,251$1,451 03/31/2020
     SCHD32,251$1,451 03/31/2020
Weik Capital Management25,925$1,433 03/31/2020
     SCHD25,925$1,433 03/31/2020
Game Plan Financial Advisors LLC32,062$1,430 03/31/2020
     SCHD32,062$1,430 03/31/2020
Davis Capital Management31,612$1,422 03/31/2020
     SCHD31,612$1,422 03/31/2020
Livingston Group Asset Management CO operating as Southport Capital Management 31,502$1,417 03/31/2020
     SCHD31,502$1,417 03/31/2020
Paradigm Financial Partners LLC29,123$1,405 03/31/2020
     SCHD29,123$1,405 03/31/2020
Teamwork Financial Advisors LLC30,823$1,386 03/31/2020
     SCHD30,823$1,386 03/31/2020
HBK Sorce Advisory LLC30,752$1,383 03/31/2020
     SCHD30,752$1,383 03/31/2020
Thoroughbred Financial Services LLC30,254$1,361 03/31/2020
     SCHD30,254$1,361 03/31/2020
GPM Growth Investors Inc.30,098$1,354 03/31/2020
     SCHD30,098$1,354 03/31/2020
Walled Lake Planning & Wealth Management LLC29,973$1,348 03/31/2020
     SCHD29,973$1,348 03/31/2020
Clearshares LLC29,324$1,319 03/31/2020
     SCHD29,324$1,319 03/31/2020
Garrison Asset Management LLC29,285$1,317 03/31/2020
     SCHD29,285$1,317 03/31/2020
BCJ Capital Management LLC29,286$1,317 03/31/2020
     SCHD29,286$1,317 03/31/2020
Townsend Asset Management Corp NC ADV28,779$1,294 03/31/2020
     SCHD28,779$1,294 03/31/2020
Naples Global Advisors LLC28,751$1,293 03/31/2020
     SCHD28,751$1,293 03/31/2020
Capital Investment Advisors LLC28,728$1,292 03/31/2020
     SCHD28,728$1,292 03/31/2020
Asset Planning Services Ltd.28,277$1,272 03/31/2020
     SCHD28,277$1,272 03/31/2020
Parametric Portfolio Associates LLC28,201$1,268 03/31/2020
     SCHD28,201$1,268 03/31/2020
Great Lakes Retirement Inc.28,106$1,265 03/31/2020
     SCHD28,106$1,265 03/31/2020
Hurlow Wealth Management Group Inc.25,308$1,220 03/31/2020
     SCHD25,308$1,220 03/31/2020
Maple Capital Management Inc.27,107$1,219 03/31/2020
     SCHD27,107$1,219 03/31/2020
WBH Advisory Inc.27,000$1,214 03/31/2020
     SCHD27,000$1,214 03/31/2020
Financial Advisory Corp UT ADV23,948$1,207 03/31/2020
     SCHD23,948$1,207 03/31/2020
Highland Private Wealth Management26,756$1,204 03/31/2020
     SCHD26,756$1,204 03/31/2020
Asset Dedication LLC26,728$1,202 03/31/2020
     SCHD26,728$1,202 03/31/2020
Sage Financial Group Inc.26,609$1,197 03/31/2020
     SCHD26,609$1,197 03/31/2020
B & T Capital Management DBA Alpha Capital Management26,615$1,197 03/31/2020
     SCHD26,615$1,197 03/31/2020
Carroll Financial Associates Inc.26,493$1,191 03/31/2020
     SCHD26,493$1,191 03/31/2020
Opes Wealth Management LLC26,341$1,185 03/31/2020
     SCHD26,341$1,185 03/31/2020
Liberty Capital Management Inc.26,013$1,170 03/31/2020
     SCHD26,013$1,170 03/31/2020
Avantax Advisory Services Inc.26,048$1,159 03/31/2020
     SCHD26,048$1,159 03/31/2020
Stratos Wealth Partners LTD.25,731$1,157 03/31/2020
     SCHD25,731$1,157 03/31/2020
Strategic Wealth Advisors Group LLC26,071$1,155 03/31/2020
     SCHD26,071$1,155 03/31/2020
King Luther Capital Management Corp25,256$1,136 03/31/2020
     SCHD25,256$1,136 03/31/2020
Chesapeake Wealth Management25,191$1,133 03/31/2020
     SCHD25,191$1,133 03/31/2020
Emerald Advisors LLC22,313$1,133 03/31/2020
     SCHD22,313$1,133 03/31/2020
Trustcore Financial Services LLC25,166$1,132 03/31/2020
     SCHD25,166$1,132 03/31/2020
Kiley Juergens Wealth Management LLC25,088$1,128 03/31/2020
     SCHD25,088$1,128 03/31/2020
Armor Investment Advisors LLC24,999$1,124 03/31/2020
     SCHD24,999$1,124 03/31/2020
Secrest Blakey & Associates LLC24,831$1,117 03/31/2020
     SCHD24,831$1,117 03/31/2020
Cypress Wealth Services LLC24,681$1,110 03/31/2020
     SCHD24,681$1,110 03/31/2020
Abbrea Capital LLC24,384$1,097 03/31/2020
     SCHD24,384$1,097 03/31/2020
CapWealth Advisors LLC24,111$1,085 03/31/2020
     SCHD24,111$1,085 03/31/2020
Keating Investment Counselors Inc.23,756$1,069 03/31/2020
     SCHD23,756$1,069 03/31/2020
Capital Wealth Planning LLC23,691$1,066 03/31/2020
     SCHD23,691$1,066 03/31/2020
Mirador Capital Partners LP21,147$1,046 03/31/2020
     SCHD21,147$1,046 03/31/2020
Charles Schwab Investment Management Inc.22,992$1,034 03/31/2020
     SCHD22,992$1,034 03/31/2020
Johnson Financial Group Inc.22,791$1,025 03/31/2020
     SCHD22,791$1,025 03/31/2020
Adams Wealth Management22,781$1,025 03/31/2020
     SCHD22,781$1,025 03/31/2020
First National Bank of Mount Dora Trust Investment Services22,700$1,021 03/31/2020
     SCHD22,700$1,021 03/31/2020
Western Wealth Management LLC22,631$1,015 03/31/2020
     SCHD22,631$1,015 03/31/2020
Beacon Pointe Advisors LLC22,565$1,013 03/31/2020
     SCHD22,565$1,013 03/31/2020
Lehman & Derafelo Financial Resources LLC22,484$1,011 03/31/2020
     SCHD22,484$1,011 03/31/2020
Sei Investments Co.22,516$1,010 03/31/2020
     SCHD22,516$1,010 03/31/2020
Wills Financial Group Inc.22,424$1,009 03/31/2020
     SCHD22,424$1,009 03/31/2020
Frontier Wealth Management LLC22,408$1,008 03/31/2020
     SCHD22,408$1,008 03/31/2020
Atlanta Financial Associates LLC ADV22,212$999 03/31/2020
     SCHD22,212$999 03/31/2020
Thrivent Financial for Lutherans21,959$988 03/31/2020
     SCHD21,959$988 03/31/2020
Atlantic Union Bankshares Corp21,950$987 03/31/2020
     SCHD21,950$987 03/31/2020
Loveless Wealth Management LLC21,909$985 03/31/2020
     SCHD21,909$985 03/31/2020
Hoylecohen LLC21,635$973 03/31/2020
     SCHD21,635$973 03/31/2020
Bank of New York Mellon Corp21,145$951 03/31/2020
     SCHD21,145$951 03/31/2020
Stony Point Wealth Management Inc.21,124$950 03/31/2020
     SCHD21,124$950 03/31/2020
Private Portfolio Partners LLC21,044$947 03/31/2020
     SCHD21,044$947 03/31/2020
Headinvest LLC20,875$939 03/31/2020
     SCHD20,875$939 03/31/2020
Blair William & Co. IL20,700$931 03/31/2020
     SCHD20,700$931 03/31/2020
Stifel Financial Corp20,525$923 03/31/2020
     SCHD20,525$923 03/31/2020
CWM LLC20,167$907 03/31/2020
     SCHD20,167$907 03/31/2020
Summit Wealth & Retirement Planning Inc.20,003$900 03/31/2020
     SCHD20,003$900 03/31/2020
Resonant Capital Advisors LLC19,975$898 03/31/2020
     SCHD19,975$898 03/31/2020
Blue Bell Private Wealth Management LLC19,945$897 03/31/2020
     SCHD19,945$897 03/31/2020
Weaver Consulting Group19,932$897 03/31/2020
     SCHD19,932$897 03/31/2020
Carolinas Wealth Consulting LLC19,656$885 03/31/2020
     SCHD19,656$885 03/31/2020
GHP Investment Advisors Inc.19,454$875 03/31/2020
     SCHD19,454$875 03/31/2020
PNC Financial Services Group Inc.19,087$858 03/31/2020
     SCHD19,087$858 03/31/2020
Renaissance Technologies LLC19,000$855 03/31/2020
     SCHD19,000$855 03/31/2020
Stadion Money Management LLC18,882$849 03/31/2020
     SCHD18,882$849 03/31/2020
SWS Partners18,720$842 03/31/2020
     SCHD18,720$842 03/31/2020
Pasadena Private Wealth LLC17,155$828 03/31/2020
     SCHD17,155$828 03/31/2020
Evanson Asset Management LLC18,324$824 03/31/2020
     SCHD18,324$824 03/31/2020
Private Capital Group LLC17,761$799 03/31/2020
     SCHD17,761$799 03/31/2020
Atlas Capital Advisors LLC17,704$796 03/31/2020
     SCHD17,704$796 03/31/2020
Genesee Capital Advisors LLC17,671$794 03/31/2020
     SCHD17,671$794 03/31/2020
Csenge Advisory Group17,654$794 03/31/2020
     SCHD17,654$794 03/31/2020
BOK Financial Private Wealth Inc.17,467$786 03/31/2020
     SCHD17,467$786 03/31/2020
Regions Financial Corp17,165$772 03/31/2020
     SCHD17,165$772 03/31/2020
Davidson Trust Co.17,156$771 03/31/2020
     SCHD17,156$771 03/31/2020
Stearns Financial Services Group17,126$770 03/31/2020
     SCHD17,126$770 03/31/2020
HawsGoodwin Investment Management LLC16,998$765 03/31/2020
     SCHD16,998$765 03/31/2020
Harborview Advisors LLC16,972$763 03/31/2020
     SCHD16,972$763 03/31/2020
Equitable Holdings Inc.16,934$762 03/31/2020
     SCHD16,934$762 03/31/2020
Strategic Capital Advisers Inc.16,846$758 03/31/2020
     SCHD16,846$758 03/31/2020
Bogart Wealth LLC16,837$757 03/31/2020
     SCHD16,837$757 03/31/2020
RKL Wealth Management LLC16,661$749 03/31/2020
     SCHD16,661$749 03/31/2020
Van Cleef Asset Management Inc16,594$746 03/31/2020
     SCHD16,594$746 03/31/2020
Graves Light Private Wealth Management Inc.16,253$731 03/31/2020
     SCHD16,253$731 03/31/2020
Centric Wealth Management13,779$730 03/31/2020
     SCHD13,779$730 03/31/2020
JPMorgan Chase & Co.16,174$728 03/31/2020
     SCHD16,174$728 03/31/2020
NEXT Financial Group Inc16,104$724 03/31/2020
     SCHD16,104$724 03/31/2020
StrategIQ Financial Group LLC15,939$717 03/31/2020
     SCHD15,939$717 03/31/2020
R. W. Roge & Company Inc.15,901$715 03/31/2020
     SCHD15,901$715 03/31/2020
Private Capital Management LLC15,783$710 03/31/2020
     SCHD15,783$710 03/31/2020
Advisory Services Network LLC15,638$703 03/31/2020
     SCHD15,638$703 03/31/2020
Smart Money Group LLC15,638$703 03/31/2020
     SCHD15,638$703 03/31/2020
Boyd Watterson Asset Management LLC OH15,196$684 03/31/2020
     SCHD15,196$684 03/31/2020
US Bancorp DE15,003$675 03/31/2020
     SCHD15,003$675 03/31/2020
Transform Wealth LLC15,005$675 03/31/2020
     SCHD15,005$675 03/31/2020
Laurel Wealth Advisors Inc.14,945$673 03/31/2020
     SCHD14,945$673 03/31/2020
Tsfg LLC12,809$663 06/30/2020
     SCHD12,809$663 06/30/2020
San Francisco Sentry Investment Group CA14,730$663 03/31/2020
     SCHD14,730$663 03/31/2020
Carmichael Hill & Associates Inc.14,600$657 03/31/2020
     SCHD14,600$657 03/31/2020
Murphy Middleton Hinkle & Parker Inc.14,300$643 03/31/2020
     SCHD14,300$643 03/31/2020
Great Valley Advisor Group Inc.14,307$643 03/31/2020
     SCHD14,307$643 03/31/2020
Bartlett & Co. LLC14,207$639 03/31/2020
     SCHD14,207$639 03/31/2020
Meridian Wealth Management LLC14,219$639 03/31/2020
     SCHD14,219$639 03/31/2020
Blue Chip Wealth Management Inc.13,888$625 03/31/2020
     SCHD13,888$625 03/31/2020
WealthBridge Capital Management LLC13,862$624 03/31/2020
     SCHD13,862$624 03/31/2020
Meridian Wealth Partners LLC13,724$617 03/31/2020
     SCHD13,724$617 03/31/2020
Mid Atlantic Financial Management Inc. ADV13,680$615 03/31/2020
     SCHD13,680$615 03/31/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC11,690$605 06/30/2020
     SCHD11,690$605 06/30/2020
Concorde Asset Management LLC13,422$604 03/31/2020
     SCHD13,422$604 03/31/2020
Almanack Investment Partners LLC.13,274$597 03/31/2020
     SCHD13,274$597 03/31/2020
Beaumont Financial Partners LLC13,258$596 03/31/2020
     SCHD13,258$596 03/31/2020
Kavar Capital Partners LLC13,210$594 03/31/2020
     SCHD13,210$594 03/31/2020
Martin Capital Partners LLC11,465$593 06/30/2020
     SCHD11,465$593 06/30/2020
Capital Investment Advisory Services LLC13,123$590 03/31/2020
     SCHD13,123$590 03/31/2020
AlphaStar Capital Management LLC12,305$588 03/31/2020
     SCHD12,305$588 03/31/2020
Guyasuta Investment Advisors Inc.13,000$585 03/31/2020
     SCHD13,000$585 03/31/2020
Brasada Capital Management LP12,930$582 03/31/2020
     SCHD12,930$582 03/31/2020
Welch & Forbes LLC12,850$578 03/31/2020
     SCHD12,850$578 03/31/2020
Lederer & Associates Investment Counsel CA12,815$576 03/31/2020
     SCHD12,815$576 03/31/2020
Domani Wealth LLC12,799$576 03/31/2020
     SCHD12,799$576 03/31/2020
IMA Wealth Inc.12,408$558 03/31/2020
     SCHD12,408$558 03/31/2020
LifeSteps Financial Inc.12,360$556 03/31/2020
     SCHD12,360$556 03/31/2020
MONECO Advisors LLC12,287$553 03/31/2020
     SCHD12,287$553 03/31/2020
Rench Wealth Management Inc.12,049$542 03/31/2020
     SCHD12,049$542 03/31/2020
Proequities Inc.12,005$540 03/31/2020
     SCHD12,005$540 03/31/2020
Kingfisher Capital LLC11,779$530 03/31/2020
     SCHD11,779$530 03/31/2020
Pacific Capital Wealth Advisors Inc.11,763$529 03/31/2020
     SCHD11,763$529 03/31/2020
V Wealth Advisors LLC11,691$526 03/31/2020
     SCHD11,691$526 03/31/2020
Empirical Financial Services LLC d.b.a. Empirical Wealth Management11,634$523 03/31/2020
     SCHD11,634$523 03/31/2020
Lloyd Advisory Services LLC.11,627$523 03/31/2020
     SCHD11,627$523 03/31/2020
Curbstone Financial Management Corp11,610$522 03/31/2020
     SCHD11,610$522 03/31/2020
Kovack Advisors Inc.11,587$521 03/31/2020
     SCHD11,587$521 03/31/2020
GW Henssler & Associates Ltd.11,539$519 03/31/2020
     SCHD11,539$519 03/31/2020
Sequoia Financial Advisors LLC11,477$516 03/31/2020
     SCHD11,477$516 03/31/2020
Fusion Capital LLC11,477$516 03/31/2020
     SCHD11,477$516 03/31/2020
Lido Advisors LLC11,394$513 03/31/2020
     SCHD11,394$513 03/31/2020
YorkBridge Wealth Partners LLC11,382$512 03/31/2020
     SCHD11,382$512 03/31/2020
TRUE Private Wealth Advisors9,729$503 06/30/2020
     SCHD9,729$503 06/30/2020
WT Wealth Management11,042$496 03/31/2020
     SCHD11,042$496 03/31/2020
Truewealth LLC11,014$495 03/31/2020
     SCHD11,014$495 03/31/2020
Baker Avenue Asset Management LP10,930$491 03/31/2020
     SCHD10,930$491 03/31/2020
Vivaldi Capital Management LLC10,721$482 03/31/2020
     SCHD10,721$482 03/31/2020
Northern Trust Corp10,697$481 03/31/2020
     SCHD10,697$481 03/31/2020
Aprio Wealth Management LLC10,541$474 03/31/2020
     SCHD10,541$474 03/31/2020
Bouchey Financial Group Ltd10,524$473 03/31/2020
     SCHD10,524$473 03/31/2020
Lakeview Capital Partners LLC10,526$473 03/31/2020
     SCHD10,526$473 03/31/2020
Change Path LLC10,516$473 03/31/2020
     SCHD10,516$473 03/31/2020
Meristem Family Wealth LLC10,500$472 03/31/2020
     SCHD10,500$472 03/31/2020
Hudock Inc.10,372$466 03/31/2020
     SCHD10,372$466 03/31/2020
Private Trust Co. NA8,964$463 06/30/2020
     SCHD8,964$463 06/30/2020
Home Federal Bank of Tennessee10,285$463 03/31/2020
     SCHD10,285$463 03/31/2020
Krilogy Financial LLC10,236$460 03/31/2020
     SCHD10,236$460 03/31/2020
Plancorp LLC10,151$457 03/31/2020
     SCHD10,151$457 03/31/2020
Jefferies Group LLC9,925$446 03/31/2020
     SCHD9,925$446 03/31/2020
Nachman Norwood & Parrott Inc9,923$446 03/31/2020
     SCHD9,923$446 03/31/2020
Bellevue Asset Management LLC8,852$445 03/31/2020
     SCHD8,852$445 03/31/2020
Raub Brock Capital Management LP9,845$443 03/31/2020
     SCHD9,845$443 03/31/2020
National Asset Management Inc.9,799$441 03/31/2020
     SCHD9,799$441 03/31/2020
Boys Arnold & Co. Inc.9,547$429 03/31/2020
     SCHD9,547$429 03/31/2020
Waldron Private Wealth LLC9,545$429 03/31/2020
     SCHD9,545$429 03/31/2020
Front Row Advisors LLC8,433$427 03/31/2020
     SCHD8,433$427 03/31/2020
Joseph P. Lucia & Associates LLC9,405$423 03/31/2020
     SCHD9,405$423 03/31/2020
New England Guild Wealth Advisors Inc.9,384$422 03/31/2020
     SCHD9,384$422 03/31/2020
Johnson Investment Counsel Inc.9,284$418 03/31/2020
     SCHD9,284$418 03/31/2020
Sawgrass Asset Management LLC9,160$412 03/31/2020
     SCHD9,160$412 03/31/2020
Great Diamond Partners LLC9,060$407 03/31/2020
     SCHD9,060$407 03/31/2020
Cetera Advisor Networks LLC9,022$406 03/31/2020
     SCHD9,022$406 03/31/2020
Intersect Capital LLC9,027$406 03/31/2020
     SCHD9,027$406 03/31/2020
Marino Stram & Associates LLC8,973$404 03/31/2020
     SCHD8,973$404 03/31/2020
Essex Financial Services Inc.8,931$402 03/31/2020
     SCHD8,931$402 03/31/2020
Strategic Advisors LLC8,184$395 03/31/2020
     SCHD8,184$395 03/31/2020
Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,790$395 03/31/2020
     SCHD8,790$395 03/31/2020
Baldwin Investment Management LLC8,697$391 03/31/2020
     SCHD8,697$391 03/31/2020
WMS Partners LLC8,677$390 03/31/2020
     SCHD8,677$390 03/31/2020
Silicon Hills Wealth Management LLC8,664$390 03/31/2020
     SCHD8,664$390 03/31/2020
Signet Financial Management LLC7,725$384 03/31/2020
     SCHD7,725$384 03/31/2020
Flagship Harbor Advisors LLC8,498$382 03/31/2020
     SCHD8,498$382 03/31/2020
Pinnacle Bank7,348$380 06/30/2020
     SCHD7,348$380 06/30/2020
Signaturefd LLC8,375$377 03/31/2020
     SCHD8,375$377 03/31/2020
Coastal Bridge Advisors LLC8,193$369 03/31/2020
     SCHD8,193$369 03/31/2020
Papp L Roy & Associates8,131$366 03/31/2020
     SCHD8,131$366 03/31/2020
Patten & Patten Inc. TN8,098$364 03/31/2020
     SCHD8,098$364 03/31/2020
Argent Wealth Management LLC7,733$362 03/31/2020
     SCHD7,733$362 03/31/2020
Foster & Motley Inc.8,031$361 03/31/2020
     SCHD8,031$361 03/31/2020
Gradient Capital Advisors LLC7,948$357 03/31/2020
     SCHD7,948$357 03/31/2020
Rainey & Randall Investment Management Inc.7,839$353 03/31/2020
     SCHD7,839$353 03/31/2020
Centaurus Financial Inc.7,806$351 03/31/2020
     SCHD7,806$351 03/31/2020
First National Corp MA ADV142,333$350 03/31/2020
     SCHD142,333$350 03/31/2020
Cerity Partners LLC7,771$350 03/31/2020
     SCHD7,771$350 03/31/2020
Nations Financial Group Inc. IA ADV7,723$347 03/31/2020
     SCHD7,723$347 03/31/2020
IFG Advisory LLC7,646$343 03/31/2020
     SCHD7,646$343 03/31/2020
Nadler Financial Group Inc.7,562$340 03/31/2020
     SCHD7,562$340 03/31/2020
Kanawha Capital Management LLC7,522$338 03/31/2020
     SCHD7,522$338 03/31/2020
Windham Capital Management LLC7,500$337 03/31/2020
     SCHD7,500$337 03/31/2020
Tranquility Partners LLC7,465$336 03/31/2020
     SCHD7,465$336 03/31/2020
Eldridge Investment Advisors Inc.7,360$331 03/31/2020
     SCHD7,360$331 03/31/2020
Epstein & White Financial LLC7,342$329 03/31/2020
     SCHD7,342$329 03/31/2020
Whitener Capital Management Inc.7,270$327 03/31/2020
     SCHD7,270$327 03/31/2020
Aspiriant LLC7,285$327 03/31/2020
     SCHD7,285$327 03/31/2020
SignalPoint Asset Management LLC7,243$326 03/31/2020
     SCHD7,243$326 03/31/2020
Kingsview Wealth Management LLC7,241$326 03/31/2020
     SCHD7,241$326 03/31/2020
Strategic Blueprint LLC7,175$323 03/31/2020
     SCHD7,175$323 03/31/2020
Partnervest Advisory Services LLC7,114$320 03/31/2020
     SCHD7,114$320 03/31/2020
Triton Wealth Management PLLC6,366$319 03/31/2020
     SCHD6,366$319 03/31/2020
Segall Bryant & Hamill LLC7,026$316 03/31/2020
     SCHD7,026$316 03/31/2020
River Wealth Advisors LLC7,008$315 03/31/2020
     SCHD7,008$315 03/31/2020
EPG Wealth Management LLC6,992$315 03/31/2020
     SCHD6,992$315 03/31/2020
Madden Advisory Services Inc.6,998$314 03/31/2020
     SCHD6,998$314 03/31/2020
Obermeyer Wood Investment Counsel Lllp6,875$309 03/31/2020
     SCHD6,875$309 03/31/2020
Arkansas Financial Group Inc.6,819$306 03/31/2020
     SCHD6,819$306 03/31/2020
Ameritas Investment Company LLC6,841$306 03/31/2020
     SCHD6,841$306 03/31/2020
Ancora Advisors LLC6,807$306 03/31/2020
     SCHD6,807$306 03/31/2020
FMR LLC6,740$303 03/31/2020
     SCHD6,740$303 03/31/2020
American Money Management LLC6,710$302 03/31/2020
     SCHD6,710$302 03/31/2020
Bedel Financial Consulting Inc.6,672$300 03/31/2020
     SCHD6,672$300 03/31/2020
Brio Consultants LLC6,672$300 03/31/2020
     SCHD6,672$300 03/31/2020
Cypress Capital Group6,530$294 03/31/2020
     SCHD6,530$294 03/31/2020
CWA Asset Management Group LLC6,512$293 03/31/2020
     SCHD6,512$293 03/31/2020
Orser Capital Management LLC6,461$291 03/31/2020
     SCHD6,461$291 03/31/2020
Alley Co LLC6,441$290 03/31/2020
     SCHD6,441$290 03/31/2020
Segment Wealth Management LLC6,439$290 03/31/2020
     SCHD6,439$290 03/31/2020
Trexquant Investment LP6,421$289 03/31/2020
     SCHD6,421$289 03/31/2020
Duncker Streett & Co. Inc.6,396$288 03/31/2020
     SCHD6,396$288 03/31/2020
Clarkston Capital Partners LLC6,397$288 03/31/2020
     SCHD6,397$288 03/31/2020
Philadelphia Trust Co.6,310$284 03/31/2020
     SCHD6,310$284 03/31/2020
Bayesian Capital Management LP6,283$283 03/31/2020
     SCHD6,283$283 03/31/2020
Financial Sense Advisors Inc.6,220$280 03/31/2020
     SCHD6,220$280 03/31/2020
Salomon & Ludwin LLC6,194$279 03/31/2020
     SCHD6,194$279 03/31/2020
Silver Lake Advisory LLC6,180$278 03/31/2020
     SCHD6,180$278 03/31/2020
QCI Asset Management Inc. NY6,000$270 03/31/2020
     SCHD6,000$270 03/31/2020
Dfpg Investments LLC5,555$268 03/31/2020
     SCHD5,555$268 03/31/2020
SkyOak Wealth LLC5,938$267 03/31/2020
     SCHD5,938$267 03/31/2020
Successful Portfolios LLC5,918$266 03/31/2020
     SCHD5,918$266 03/31/2020
Buckingham Asset Management LLC5,902$265 03/31/2020
     SCHD5,902$265 03/31/2020
Hamel Associates Inc.5,854$263 03/31/2020
     SCHD5,854$263 03/31/2020
Capital One Financial Corp5,778$260 03/31/2020
     SCHD5,778$260 03/31/2020
Rikoon Group LLC5,708$257 03/31/2020
     SCHD5,708$257 03/31/2020
Eaton Vance Management5,647$254 03/31/2020
     SCHD5,647$254 03/31/2020
Wilbanks Smith & Thomas Asset Management LLC5,620$253 03/31/2020
     SCHD5,620$253 03/31/2020
Bank of Marin5,600$252 03/31/2020
     SCHD5,600$252 03/31/2020
Mengis Capital Management Inc.5,560$250 03/31/2020
     SCHD5,560$250 03/31/2020
BEAM Asset Management LLC4,723$247 06/30/2020
     SCHD4,723$247 06/30/2020
Alerus Financial NA5,498$247 03/31/2020
     SCHD5,498$247 03/31/2020
First Heartland Consultants Inc.5,438$245 03/31/2020
     SCHD5,438$245 03/31/2020
Gradient Investments LLC5,449$245 03/31/2020
     SCHD5,449$245 03/31/2020
RFG Advisory LLC5,376$242 03/31/2020
     SCHD5,376$242 03/31/2020
Blue Sky Asset Management LLC5,389$242 03/31/2020
     SCHD5,389$242 03/31/2020
FDx Advisors Inc.5,290$238 03/31/2020
     SCHD5,290$238 03/31/2020
Edge Wealth Management LLC5,226$237 03/31/2020
     SCHD5,226$237 03/31/2020
Sanchez Wealth Management Group5,276$237 03/31/2020
     SCHD5,276$237 03/31/2020
Mitchell Sinkler & Starr PA5,225$235 03/31/2020
     SCHD5,225$235 03/31/2020
Ellevest Inc.4,498$233 06/30/2020
     SCHD4,498$233 06/30/2020
Meridian Wealth Advisors LLC5,191$233 03/31/2020
     SCHD5,191$233 03/31/2020
Associated Banc Corp5,151$232 03/31/2020
     SCHD5,151$232 03/31/2020
Keystone Financial Group3,980$231 03/31/2020
     SCHD3,980$231 03/31/2020
Ironwood Investment Counsel LLC5,123$230 03/31/2020
     SCHD5,123$230 03/31/2020
Sheaff Brock Investment Advisors LLC5,090$229 03/31/2020
     SCHD5,090$229 03/31/2020
Cobblestone Capital Advisors LLC NY5,053$227 03/31/2020
     SCHD5,053$227 03/31/2020
Sentinel Pension Advisors Inc.5,027$226 03/31/2020
     SCHD5,027$226 03/31/2020
C M Bidwell & Associates Ltd.5,010$225 03/31/2020
     SCHD5,010$225 03/31/2020
First Financial Corp IN4,925$222 03/31/2020
     SCHD4,925$222 03/31/2020
Appleton Partners Inc. MA4,838$218 03/31/2020
     SCHD4,838$218 03/31/2020
Confluence Wealth Management LLC4,843$218 03/31/2020
     SCHD4,843$218 03/31/2020
Barrett Asset Management LLC4,775$215 03/31/2020
     SCHD4,775$215 03/31/2020
LifePlan Financial Group Inc4,705$212 03/31/2020
     SCHD4,705$212 03/31/2020
Lowe Brockenbrough & Co. Inc.4,689$211 03/31/2020
     SCHD4,689$211 03/31/2020
Pinnacle Wealth Management Advisory Group LLC4,667$210 03/31/2020
     SCHD4,667$210 03/31/2020
CMC Financial Group4,579$206 03/31/2020
     SCHD4,579$206 03/31/2020
HC Advisors LLC4,579$206 03/31/2020
     SCHD4,579$206 03/31/2020
Oppenheimer & Co. Inc.4,568$205 03/31/2020
     SCHD4,568$205 03/31/2020
New England Private Wealth Advisors LLC4,509$204 03/31/2020
     SCHD4,509$204 03/31/2020
Independent Advisor Alliance4,524$203 03/31/2020
     SCHD4,524$203 03/31/2020
Relaxing Retirement Coach4,480$201 03/31/2020
     SCHD4,480$201 03/31/2020
Wooster Corthell Wealth Management Inc.4,442$200 03/31/2020
     SCHD4,442$200 03/31/2020
TCI Wealth Advisors Inc.4,380$197 03/31/2020
     SCHD4,380$197 03/31/2020
Heritage Wealth Advisors4,244$191 03/31/2020
     SCHD4,244$191 03/31/2020
First Horizon Advisors Inc.4,016$181 03/31/2020
     SCHD4,016$181 03/31/2020
Capital Square LLC4,017$181 03/31/2020
     SCHD4,017$181 03/31/2020
Delta Asset Management LLC TN3,806$171 03/31/2020
     SCHD3,806$171 03/31/2020
Rain Capital Management LLC4,185$166 03/31/2020
     SCHD4,185$166 03/31/2020
Disciplined Investments LLC3,457$156 03/31/2020
     SCHD3,457$156 03/31/2020
Simplex Trading LLC3,443$154 03/31/2020
     SCHD3,443$154 03/31/2020
Capital Asset Advisory Services LLC3,154$154 03/31/2020
     SCHD3,154$154 03/31/2020
Jacobi Capital Management LLC2,862$129 03/31/2020
     SCHD2,862$129 03/31/2020
Benjamin F. Edwards & Company Inc.2,660$120 03/31/2020
     SCHD2,660$120 03/31/2020
Capital Analysts LLC2,599$117 03/31/2020
     SCHD2,599$117 03/31/2020
HBC Financial Services PLLC2,686$117 03/31/2020
     SCHD2,686$117 03/31/2020
Lenox Wealth Advisors LLC2,525$114 03/31/2020
     SCHD2,525$114 03/31/2020
Capital Advisors Ltd. LLC2,482$112 03/31/2020
     SCHD2,482$112 03/31/2020
Tatro Capital LLC2,417$109 03/31/2020
     SCHD2,417$109 03/31/2020
MUFG Americas Holdings Corp2,267$102 03/31/2020
     SCHD2,267$102 03/31/2020
Allred Capital Management LLC2,203$99 03/31/2020
     SCHD2,203$99 03/31/2020
Valeo Financial Advisors LLC1,990$97 03/31/2020
     SCHD1,990$97 03/31/2020
Element Wealth LLC2,150$97 03/31/2020
     SCHD2,150$97 03/31/2020
First Personal Financial Services2,138$96 03/31/2020
     SCHD2,138$96 03/31/2020
D Orazio & Associates Inc.1,951$88 03/31/2020
     SCHD1,951$88 03/31/2020
Cypress Capital Management LLC WY 1,945$87 03/31/2020
     SCHD1,945$87 03/31/2020
Brand Asset Management Group Inc.1,932$87 03/31/2020
     SCHD1,932$87 03/31/2020
Pflug Koory LLC1,918$86 03/31/2020
     SCHD1,918$86 03/31/2020
Stratos Wealth Advisors LLC1,886$85 03/31/2020
     SCHD1,886$85 03/31/2020
Larson Financial Group LLC1,886$85 03/31/2020
     SCHD1,886$85 03/31/2020
Core Wealth Advisors Inc.1,870$84 03/31/2020
     SCHD1,870$84 03/31/2020
Shine Investment Advisory Services Inc.1,801$81 03/31/2020
     SCHD1,801$81 03/31/2020
Sandy Spring Bank1,793$81 03/31/2020
     SCHD1,793$81 03/31/2020
MCF Advisors LLC1,750$79 03/31/2020
     SCHD1,750$79 03/31/2020
Steward Partners Investment Advisory LLC1,776$79 03/31/2020
     SCHD1,776$79 03/31/2020
Laurel Wealth Advisors LLC1,717$77 03/31/2020
     SCHD1,717$77 03/31/2020
Salem Investment Counselors Inc.1,627$73 03/31/2020
     SCHD1,627$73 03/31/2020
Claraphi Advisory Network LLC1,598$72 03/31/2020
     SCHD1,598$72 03/31/2020
Financial Management Professionals Inc.1,515$68 03/31/2020
     SCHD1,515$68 03/31/2020
Orion Portfolio Solutions LLC1,480$67 03/31/2020
     SCHD1,480$67 03/31/2020
Gemmer Asset Management LLC1,435$65 03/31/2020
     SCHD1,435$65 03/31/2020
Prestige Wealth Management Group LLC1,379$62 03/31/2020
     SCHD1,379$62 03/31/2020
Elmwood Wealth Management Inc.1,223$60 03/31/2020
     SCHD1,223$60 03/31/2020
Sowell Financial Services LLC1,302$59 03/31/2020
     SCHD1,302$59 03/31/2020
Glenmede Trust Co. NA1,007$58 03/31/2020
     SCHD1,007$58 03/31/2020
Bank of Montreal Can1,222$55 03/31/2020
     SCHD1,222$55 03/31/2020
Roble Belko & Company Inc1,194$54 03/31/2020
     SCHD1,194$54 03/31/2020
Oppenheimer Asset Management Inc.1,174$53 03/31/2020
     SCHD1,174$53 03/31/2020
Simon Quick Advisors LLC1,188$53 03/31/2020
     SCHD1,188$53 03/31/2020
Ballast Advisors LLC1,187$53 03/31/2020
     SCHD1,187$53 03/31/2020
Parallel Advisors LLC1,118$50 03/31/2020
     SCHD1,118$50 03/31/2020
Global Wealth Management Investment Advisory Inc.986$44 03/31/2020
     SCHD986$44 03/31/2020
Davidson Capital Management Inc.957$43 03/31/2020
     SCHD957$43 03/31/2020
Winslow Evans & Crocker Inc.896$42 03/31/2020
     SCHD896$42 03/31/2020
Verus Capital Partners LLC883$40 03/31/2020
     SCHD883$40 03/31/2020
West Oak Capital LLC713$37 06/30/2020
     SCHD713$37 06/30/2020
Peachtree Investment Partners LLC820$36 03/31/2020
     SCHD820$36 03/31/2020
Liberty Wealth Management LLC784$35 03/31/2020
     SCHD784$35 03/31/2020
Private Ocean LLC750$33 03/31/2020
     SCHD750$33 03/31/2020
Wealthcare Advisory Partners LLC696$31 03/31/2020
     SCHD696$31 03/31/2020
Prime Capital Investment Advisors LLC665$30 03/31/2020
     SCHD665$30 03/31/2020
LS Investment Advisors LLC634$29 03/31/2020
     SCHD634$29 03/31/2020
HM Payson & Co.614$28 03/31/2020
     SCHD614$28 03/31/2020
BlackRock Inc.608$27 03/31/2020
     SCHD608$27 03/31/2020
Eudaimonia Partners LLC600$27 03/31/2020
     SCHD600$27 03/31/2020
Procyon Private Wealth Partners LLC584$26 03/31/2020
     SCHD584$26 03/31/2020
Wealthcare Capital Management LLC565$25 03/31/2020
     SCHD565$25 03/31/2020
Synovus Financial Corp543$24 03/31/2020
     SCHD543$24 03/31/2020
Creative Financial Designs Inc. ADV534$24 03/31/2020
     SCHD534$24 03/31/2020
Manchester Financial Inc.540$24 03/31/2020
     SCHD540$24 03/31/2020
Sonora Investment Management LLC525$24 03/31/2020
     SCHD525$24 03/31/2020
Harbor Investment Advisory LLC535$24 03/31/2020
     SCHD535$24 03/31/2020
Fifth Third Bancorp501$23 03/31/2020
     SCHD501$23 03/31/2020
Gables Capital Management Inc.500$22 03/31/2020
     SCHD500$22 03/31/2020
Spence Asset Management386$20 06/30/2020
     SCHD386$20 06/30/2020
Column Capital Advisors LLC445$20 03/31/2020
     SCHD445$20 03/31/2020
Ambassador Advisors LLC439$20 03/31/2020
     SCHD439$20 03/31/2020
Berman Capital Advisors LLC460$20 03/31/2020
     SCHD460$20 03/31/2020
Certified Advisory Corp427$19 03/31/2020
     SCHD427$19 03/31/2020
Rowland Carmichael Advisors Inc. ADV391$18 03/31/2020
     SCHD391$18 03/31/2020
Advisory Alpha LLC360$18 03/31/2020
     SCHD360$18 03/31/2020
Vectors Research Management LLC400$18 03/31/2020
     SCHD400$18 03/31/2020
Center for Financial Planning Inc.404$18 03/31/2020
     SCHD404$18 03/31/2020
Farmers & Merchants Investments Inc.375$17 03/31/2020
     SCHD375$17 03/31/2020
Efficient Wealth Management LLC387$17 03/31/2020
     SCHD387$17 03/31/2020
Burt Wealth Advisors358$16 03/31/2020
     SCHD358$16 03/31/2020
Firestone Capital Management350$16 03/31/2020
     SCHD350$16 03/31/2020
Mark Sheptoff Financial Planning LLC325$15 03/31/2020
     SCHD325$15 03/31/2020
FinTrust Capital Advisors LLC324$15 03/31/2020
     SCHD324$15 03/31/2020
Aptus Capital Advisors LLC343$15 03/31/2020
     SCHD343$15 03/31/2020
Plante Moran Financial Advisors LLC318$14 03/31/2020
     SCHD318$14 03/31/2020
HCR Wealth Advisors320$14 03/31/2020
     SCHD320$14 03/31/2020
WASHINGTON TRUST Co300$13 03/31/2020
     SCHD300$13 03/31/2020
Whittier Trust Co.291$13 03/31/2020
     SCHD291$13 03/31/2020
Oakworth Capital Inc.299$13 03/31/2020
     SCHD299$13 03/31/2020
Sowa Financial Group Inc.289$13 03/31/2020
     SCHD289$13 03/31/2020
Huntington National Bank270$12 03/31/2020
     SCHD270$12 03/31/2020
Optimum Investment Advisors263$12 03/31/2020
     SCHD263$12 03/31/2020
West Bancorporation Inc.256$12 03/31/2020
     SCHD256$12 03/31/2020
Emerald Investment Partners LLC260$12 03/31/2020
     SCHD260$12 03/31/2020
Engrave Wealth Partners LLC277$12 03/31/2020
     SCHD277$12 03/31/2020
Northern Oak Wealth Management Inc.235$11 03/31/2020
     SCHD235$11 03/31/2020
Rockefeller Capital Management L.P.252$11 03/31/2020
     SCHD252$11 03/31/2020
MBE Wealth Management LLC225$10 03/31/2020
     SCHD225$10 03/31/2020
Jackson Grant Investment Advisers Inc.209$9 03/31/2020
     SCHD209$9 03/31/2020
Key Financial Inc199$9 03/31/2020
     SCHD199$9 03/31/2020
Providence Capital Advisors LLC152$7 03/31/2020
     SCHD152$7 03/31/2020
Arkadios Wealth Advisors149$7 03/31/2020
     SCHD149$7 03/31/2020
RPG Investment Advisory LLC140$6 03/31/2020
     SCHD140$6 03/31/2020
Zions Bancorporation N.A.138$6 03/31/2020
     SCHD138$6 03/31/2020
HC Financial Advisors Inc.101$5 03/31/2020
     SCHD101$5 03/31/2020
Quantum Capital Management101$5 03/31/2020
     SCHD101$5 03/31/2020
Ameritas Investment Partners Inc.110$4 03/31/2020
     SCHD110$4 03/31/2020
Institutional & Family Asset Management LLC94$4 03/31/2020
     SCHD94$4 03/31/2020
Legacy Bridge LLC100$4 03/31/2020
     SCHD100$4 03/31/2020
NWK Group Inc.87$4 03/31/2020
     SCHD87$4 03/31/2020
Sound Income Strategies LLC64$3 03/31/2020
     SCHD64$3 03/31/2020
Toth Financial Advisory Corp40$2 03/31/2020
     SCHD40$2 03/31/2020
Baldwin Brothers Inc. MA49$2 03/31/2020
     SCHD49$2 03/31/2020
Glassman Wealth Services42$2 03/31/2020
     SCHD42$2 03/31/2020
Evensky & Katz LLC14$1 03/31/2020
     SCHD14$1 03/31/2020
JFS Wealth Advisors LLC25$1 03/31/2020
     SCHD25$1 03/31/2020
Corbenic Partners LLC20$1 03/31/2020
     SCHD20$1 03/31/2020
Tortoise Investment Management LLC30$1 03/31/2020
     SCHD30$1 03/31/2020
Danda Trouve Investment Management Inc.27$1 03/31/2020
     SCHD27$1 03/31/2020
Oxford Financial Group Ltd.1$0 03/31/2020
     SCHD1$0 03/31/2020
NewSquare Capital LLC11$0 03/31/2020
     SCHD11$0 03/31/2020
Clear Investment Research LLC3$0 03/31/2020
     SCHD3$0 03/31/2020
CWM Advisors LLC8$0 03/31/2020
     SCHD8$0 03/31/2020
Kore Private Wealth LLC10$0 03/31/2020
     SCHD10$0 03/31/2020
Cutler Group LP $-18 03/31/2020
     Put3,400$20 03/31/2020
     SCHD62$2 03/31/2020
     Call2,800$0 03/31/2020
Wolverine Trading LLC $-58 03/31/2020
     Put12,500$572 03/31/2020
     Call6,800$311 03/31/2020
     SCHD4,431$203 03/31/2020
Susquehanna International Group LLP14,470$-1,297 03/31/2020
     Put107,000$4,813 03/31/2020
     Call63,700$2,865 03/31/2020
     SCHD14,470$651 03/31/2020

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

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