HoldingsChannel.com
Funds Holding SCHD
HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Advisory Inc.8,824,384$468,311 06/30/2019
     SCHD8,824,384$468,311 06/30/2019
Wealthfront Advisers LLC6,074,590$332,766 09/30/2019
     SCHD6,074,590$332,766 09/30/2019
Honkamp Krueger Financial Services Inc.3,601,161$192,806 06/30/2019
     SCHD3,601,161$192,806 06/30/2019
UBS Group AG2,563,665$136,054 06/30/2019
     SCHD2,563,665$136,054 06/30/2019
JBJ Investment Partners LLC1,700,676$93,163 09/30/2019
     SCHD1,700,676$93,163 09/30/2019
Asset Advisors Investment Management LLC1,400,996$74,351 06/30/2019
     SCHD1,400,996$74,351 06/30/2019
Envestnet Asset Management Inc.1,325,908$72,633 09/30/2019
     SCHD1,325,908$72,633 09/30/2019
LPL Financial LLC1,067,449$56,650 06/30/2019
     SCHD1,067,449$56,650 06/30/2019
Alliancebernstein L.P.843,126$44,745 06/30/2019
     SCHD843,126$44,745 06/30/2019
Raymond James Financial Services Advisors Inc.813,360$43,165 06/30/2019
     SCHD813,360$43,165 06/30/2019
Bank of America Corp DE788,227$41,832 06/30/2019
     SCHD788,227$41,832 06/30/2019
Ameriprise Financial Inc.784,710$41,655 06/30/2019
     SCHD784,710$41,655 06/30/2019
American Economic Planning Group Inc. ADV753,240$40,999 09/30/2019
     SCHD753,240$40,999 09/30/2019
Ladenburg Thalmann Financial Services Inc.738,473$39,209 06/30/2019
     SCHD738,473$39,209 06/30/2019
Madison Investment Holdings Inc.702,359$37,274 06/30/2019
     SCHD702,359$37,274 06/30/2019
Wells Fargo & Company MN660,288$35,041 06/30/2019
     SCHD660,288$35,041 06/30/2019
Morgan Stanley618,520$32,825 06/30/2019
     SCHD618,520$32,825 06/30/2019
Strategic Wealth Management Group LLC587,043$32,158 09/30/2019
     SCHD587,043$32,158 09/30/2019
HHM Wealth Advisors LLC576,905$30,616 06/30/2019
     SCHD576,905$30,616 06/30/2019
Cambridge Investment Research Advisors Inc.558,279$29,628 06/30/2019
     SCHD558,279$29,628 06/30/2019
Pinkerton Retirement Specialists LLC555,536$29,482 06/30/2019
     SCHD555,536$29,482 06/30/2019
Mariner LLC541,188$28,721 06/30/2019
     SCHD541,188$28,721 06/30/2019
Summit Asset Management LLC449,232$23,841 06/30/2019
     SCHD449,232$23,841 06/30/2019
Commonwealth Equity Services LLC429,424$22,789 06/30/2019
     SCHD429,424$22,789 06/30/2019
Keybank National Association OH428,714$22,752 06/30/2019
     SCHD428,714$22,752 06/30/2019
D.A. Davidson & CO.421,908$22,391 06/30/2019
     SCHD421,908$22,391 06/30/2019
Mercer Global Advisors Inc. ADV410,664$21,794 06/30/2019
     SCHD410,664$21,794 06/30/2019
Colony Group LLC394,941$20,960 06/30/2019
     SCHD394,941$20,960 06/30/2019
Legacy Financial Strategies LLC370,301$19,856 06/30/2019
     SCHD370,301$19,856 06/30/2019
Advisor Group Inc.350,638$18,612 06/30/2019
     SCHD350,638$18,612 06/30/2019
FLC Capital Advisors326,010$17,455 06/30/2019
     SCHD326,010$17,455 06/30/2019
Financial Sense Advisors Inc.300,645$15,955 06/30/2019
     SCHD300,645$15,955 06/30/2019
ProVise Management Group LLC300,416$15,943 06/30/2019
     SCHD300,416$15,943 06/30/2019
CENTRAL TRUST Co290,294$15,566 06/30/2019
     SCHD290,294$15,566 06/30/2019
Reitz Capital Advisors LLC275,142$15,072 09/30/2019
     SCHD275,142$15,072 09/30/2019
Homrich & Berg282,140$14,973 06/30/2019
     SCHD282,140$14,973 06/30/2019
Citigroup Inc.272,370$14,455 06/30/2019
     SCHD272,370$14,455 06/30/2019
Enterprise Financial Services Corp255,130$13,540 06/30/2019
     SCHD255,130$13,540 06/30/2019
Valmark Advisers Inc.249,817$13,258 06/30/2019
     SCHD249,817$13,258 06/30/2019
GWM Advisors LLC240,375$12,757 06/30/2019
     SCHD240,375$12,757 06/30/2019
USAdvisors Wealth Management LLC237,749$12,617 06/30/2019
     SCHD237,749$12,617 06/30/2019
Wellesley Investment Partners LLC237,586$12,608 06/30/2019
     SCHD237,586$12,608 06/30/2019
Coastal Capital Group Inc.233,376$12,385 06/30/2019
     SCHD233,376$12,385 06/30/2019
Taylor Cottrill Erickson & Associates Inc.230,477$12,231 06/30/2019
     SCHD230,477$12,231 06/30/2019
Opus Investment Management Inc.227,500$12,073 06/30/2019
     SCHD227,500$12,073 06/30/2019
First Republic Investment Management Inc.210,996$11,198 06/30/2019
     SCHD210,996$11,198 06/30/2019
Newman Dignan & Sheerar Inc.205,961$10,930 06/30/2019
     SCHD205,961$10,930 06/30/2019
Fundamentun LLC200,021$10,615 06/30/2019
     SCHD200,021$10,615 06/30/2019
Keystone Financial Planning Inc.193,623$10,607 09/30/2019
     SCHD193,623$10,607 09/30/2019
KCM Investment Advisors LLC182,907$9,707 06/30/2019
     SCHD182,907$9,707 06/30/2019
Hengehold Capital Management LLC182,915$9,707 06/30/2019
     SCHD182,915$9,707 06/30/2019
MML Investors Services LLC178,077$9,451 06/30/2019
     SCHD178,077$9,451 06/30/2019
Planning Alternatives Ltd. ADV168,566$9,234 09/30/2019
     SCHD168,566$9,234 09/30/2019
Brown Advisory Inc.172,977$9,180 06/30/2019
     SCHD172,977$9,180 06/30/2019
Eidelman Virant Capital161,800$8,586 06/30/2019
     SCHD161,800$8,586 06/30/2019
First National Corp MA ADV160,911$8,540 06/30/2019
     SCHD160,911$8,540 06/30/2019
HighTower Advisors LLC159,650$8,450 06/30/2019
     SCHD159,650$8,450 06/30/2019
Manning & Napier Group LLC143,003$7,833 09/30/2019
     SCHD143,003$7,833 09/30/2019
Resources Investment Advisors LLC.146,618$7,781 06/30/2019
     SCHD146,618$7,781 06/30/2019
Pittenger & Anderson Inc.143,225$7,601 06/30/2019
     SCHD143,225$7,601 06/30/2019
CCG Wealth Management LLC143,190$7,599 06/30/2019
     SCHD143,190$7,599 06/30/2019
Shorepoint Capital Partners LLC142,940$7,586 06/30/2019
     SCHD142,940$7,586 06/30/2019
First Command Advisory Services Inc.140,918$7,513 06/30/2019
     SCHD140,918$7,513 06/30/2019
Acorn Wealth Advisors LLC141,805$7,466 06/30/2019
     SCHD141,805$7,466 06/30/2019
Howard Financial Services LTD.140,002$7,430 06/30/2019
     SCHD140,002$7,430 06/30/2019
Kohmann Bosshard Financial Services LLC135,092$7,400 09/30/2019
     SCHD135,092$7,400 09/30/2019
Courage Miller Partners LLC131,731$6,990 06/30/2019
     SCHD131,731$6,990 06/30/2019
WealthPLAN Partners LLC129,247$6,780 06/30/2019
     SCHD129,247$6,780 06/30/2019
McMahon Financial Advisors LLC123,479$6,553 06/30/2019
     SCHD123,479$6,553 06/30/2019
NBT Bank N A NY122,309$6,491 06/30/2019
     SCHD122,309$6,491 06/30/2019
Regal Investment Advisors LLC122,107$6,480 06/30/2019
     SCHD122,107$6,480 06/30/2019
SVA Wealth Management LLC121,908$6,470 06/30/2019
     SCHD121,908$6,470 06/30/2019
United Capital Financial Advisers LLC121,720$6,460 06/30/2019
     SCHD121,720$6,460 06/30/2019
Vista Private Wealth Partners. LLC113,724$6,203 09/30/2019
     SCHD113,724$6,203 09/30/2019
Barnett & Company Inc.113,646$6,031 06/30/2019
     SCHD113,646$6,031 06/30/2019
Leavell Investment Management Inc.111,804$5,980 06/30/2019
     SCHD111,804$5,980 06/30/2019
Legacy Private Trust Co.105,150$5,760 09/30/2019
     SCHD105,150$5,760 09/30/2019
Cardan Capital Partners LLC107,351$5,697 06/30/2019
     SCHD107,351$5,697 06/30/2019
Vaughan David Investments LLC IL105,685$5,609 06/30/2019
     SCHD105,685$5,609 06/30/2019
Valley National Advisers Inc.105,192$5,583 06/30/2019
     SCHD105,192$5,583 06/30/2019
Resource Management LLC103,462$5,491 06/30/2019
     SCHD103,462$5,491 06/30/2019
Royal Bank of Canada99,799$5,296 06/30/2019
     SCHD99,799$5,296 06/30/2019
Sharkey Howes & Javer94,115$4,995 06/30/2019
     SCHD94,115$4,995 06/30/2019
AJ Wealth Strategies LLC93,839$4,980 06/30/2019
     SCHD93,839$4,980 06/30/2019
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.93,225$4,947 06/30/2019
     SCHD93,225$4,947 06/30/2019
Smithfield Trust Co.92,888$4,928 06/30/2019
     SCHD92,888$4,928 06/30/2019
Patriot Investment Management Inc.88,978$4,722 06/30/2019
     SCHD88,978$4,722 06/30/2019
LVW Advisors LLC86,285$4,579 06/30/2019
     SCHD86,285$4,579 06/30/2019
Spectrum Management Group Inc.85,985$4,563 06/30/2019
     SCHD85,985$4,563 06/30/2019
Baird Financial Group Inc.85,421$4,533 06/30/2019
     SCHD85,421$4,533 06/30/2019
Smithbridge Asset Management Inc. DE81,626$4,471 09/30/2019
     SCHD81,626$4,471 09/30/2019
CRA Financial Services LLC83,506$4,432 06/30/2019
     SCHD83,506$4,432 06/30/2019
Noven Financial Group Inc.83,438$4,428 06/30/2019
     SCHD83,438$4,428 06/30/2019
SevenBridge Financial Group LLC78,342$4,292 09/30/2019
     SCHD78,342$4,292 09/30/2019
Baystate Wealth Management LLC79,863$4,273 06/30/2019
     SCHD79,863$4,273 06/30/2019
AlphaStar Capital Management LLC78,738$4,179 06/30/2019
     SCHD78,738$4,179 06/30/2019
Ausdal Financial Partners Inc.76,201$4,177 06/30/2019
     SCHD76,201$4,177 06/30/2019
D.B. Root & Company LLC77,753$4,126 06/30/2019
     SCHD77,753$4,126 06/30/2019
First Allied Advisory Services Inc.76,967$4,085 06/30/2019
     SCHD76,967$4,085 06/30/2019
Northwestern Mutual Wealth Management Co.76,355$4,052 06/30/2019
     SCHD76,355$4,052 06/30/2019
Arden Trust Co73,345$4,017 09/30/2019
     SCHD73,345$4,017 09/30/2019
Strategic Family Wealth Counselors L.L.C.68,617$3,759 09/30/2019
     SCHD68,617$3,759 09/30/2019
Koshinski Asset Management Inc.70,495$3,741 06/30/2019
     SCHD70,495$3,741 06/30/2019
Elwood & Goetz Wealth Advisory Group LLC68,115$3,731 09/30/2019
     SCHD68,115$3,731 09/30/2019
Northstar Group Inc.69,465$3,687 06/30/2019
     SCHD69,465$3,687 06/30/2019
JNBA Financial Advisors67,448$3,579 06/30/2019
     SCHD67,448$3,579 06/30/2019
SNS Financial Group LLC66,808$3,545 06/30/2019
     SCHD66,808$3,545 06/30/2019
Newport Wealth Strategies Inc.63,821$3,496 09/30/2019
     SCHD63,821$3,496 09/30/2019
Alpha Omega Wealth Management LLC65,390$3,470 06/30/2019
     SCHD65,390$3,470 06/30/2019
PFG Advisors64,533$3,442 09/30/2019
     SCHD64,533$3,442 09/30/2019
BB&T Securities LLC64,714$3,435 06/30/2019
     SCHD64,714$3,435 06/30/2019
Econ Financial Services Corp64,377$3,416 06/30/2019
     SCHD64,377$3,416 06/30/2019
Breiter Capital Management Inc.62,076$3,401 09/30/2019
     SCHD62,076$3,401 09/30/2019
Private Advisor Group LLC64,075$3,400 06/30/2019
     SCHD64,075$3,400 06/30/2019
AdvisorNet Financial Inc61,865$3,283 06/30/2019
     SCHD61,865$3,283 06/30/2019
Planning Directions Inc.61,765$3,278 06/30/2019
     SCHD61,765$3,278 06/30/2019
JRM Investment Counsel LLC61,396$3,258 06/30/2019
     SCHD61,396$3,258 06/30/2019
National Asset Management Inc.60,735$3,224 06/30/2019
     SCHD60,735$3,224 06/30/2019
Burleson & Company LLC58,308$3,101 06/30/2019
     SCHD58,308$3,101 06/30/2019
Northwest Investment Counselors LLC57,361$3,044 06/30/2019
     SCHD57,361$3,044 06/30/2019
Financial Advocates Investment Management56,033$2,974 06/30/2019
     SCHD56,033$2,974 06/30/2019
Roof Eidam & Maycock ADV55,743$2,958 06/30/2019
     SCHD55,743$2,958 06/30/2019
Roundview Capital LLC55,515$2,946 06/30/2019
     SCHD55,515$2,946 06/30/2019
Hillview Capital Advisors LLC53,500$2,862 06/30/2019
     SCHD53,500$2,862 06/30/2019
Fagan Associates Inc.53,684$2,849 06/30/2019
     SCHD53,684$2,849 06/30/2019
Old Port Advisors51,932$2,811 09/30/2019
     SCHD51,932$2,811 09/30/2019
Starfire Investment Advisers Inc.50,664$2,775 09/30/2019
     SCHD50,664$2,775 09/30/2019
Stockman Wealth Management Inc.52,192$2,770 06/30/2019
     SCHD52,192$2,770 06/30/2019
Kalos Management Inc.51,336$2,748 06/30/2019
     SCHD51,336$2,748 06/30/2019
Bouchey Financial Group Ltd49,821$2,729 09/30/2019
     SCHD49,821$2,729 09/30/2019
Sigma Planning Corp51,248$2,720 06/30/2019
     SCHD51,248$2,720 06/30/2019
Patton Albertson Miller Group LLC50,738$2,654 06/30/2019
     SCHD50,738$2,654 06/30/2019
JT Stratford LLC49,086$2,605 06/30/2019
     SCHD49,086$2,605 06/30/2019
OLD Dominion Capital Management Inc.48,707$2,585 06/30/2019
     SCHD48,707$2,585 06/30/2019
D L Carlson Investment Group Inc.46,850$2,486 06/30/2019
     SCHD46,850$2,486 06/30/2019
Juncture Wealth Strategies LLC44,433$2,434 09/30/2019
     SCHD44,433$2,434 09/30/2019
Summit Financial Wealth Advisors LLC45,345$2,406 06/30/2019
     SCHD45,345$2,406 06/30/2019
Eagle Capital Management LLC43,572$2,387 09/30/2019
     SCHD43,572$2,387 09/30/2019
Bangor Savings Bank43,011$2,357 09/30/2019
     SCHD43,011$2,357 09/30/2019
Allen Capital Group LLC43,118$2,288 06/30/2019
     SCHD43,118$2,288 06/30/2019
SeaCrest Wealth Management LLC41,057$2,249 09/30/2019
     SCHD41,057$2,249 09/30/2019
Frontier Investment Mgmt Co.41,034$2,178 06/30/2019
     SCHD41,034$2,178 06/30/2019
Captrust Financial Advisors40,145$2,147 06/30/2019
     SCHD40,145$2,147 06/30/2019
Janney Montgomery Scott LLC40,311$2,139 06/30/2019
     SCHD40,311$2,139 06/30/2019
Financial Consulate Inc.38,906$2,131 09/30/2019
     SCHD38,906$2,131 09/30/2019
BCJ Capital Management LLC39,080$2,074 06/30/2019
     SCHD39,080$2,074 06/30/2019
Mutual Advisors LLC38,127$2,023 06/30/2019
     SCHD38,127$2,023 06/30/2019
CIBC Private Wealth Group LLC36,766$2,014 09/30/2019
     SCHD36,766$2,014 09/30/2019
Northwest Capital Management Inc37,909$2,012 06/30/2019
     SCHD37,909$2,012 06/30/2019
Scott & Selber Inc.36,305$1,989 09/30/2019
     SCHD36,305$1,989 09/30/2019
Nikulski Financial Inc.37,036$1,988 06/30/2019
     SCHD37,036$1,988 06/30/2019
Thrivent Financial for Lutherans36,949$1,961 06/30/2019
     SCHD36,949$1,961 06/30/2019
Providence Wealth Advisors LLC36,490$1,948 06/30/2019
     SCHD36,490$1,948 06/30/2019
Susquehanna International Group LLP $1,937 06/30/2019
     Call63,700$3,381 06/30/2019
     Put27,200$1,444 06/30/2019
Sound View Wealth Advisors Group LLC36,286$1,926 06/30/2019
     SCHD36,286$1,926 06/30/2019
Miracle Mile Advisors LLC35,026$1,859 06/30/2019
     SCHD35,026$1,859 06/30/2019
Creative Planning34,342$1,823 06/30/2019
     SCHD34,342$1,823 06/30/2019
AE Wealth Management LLC34,332$1,822 06/30/2019
     SCHD34,332$1,822 06/30/2019
Cambridge Advisors Inc.33,763$1,792 06/30/2019
     SCHD33,763$1,792 06/30/2019
Swaine & Leidel Wealth Services LLC33,608$1,784 06/30/2019
     SCHD33,608$1,784 06/30/2019
BHK Investment Advisors LLC33,399$1,772 06/30/2019
     SCHD33,399$1,772 06/30/2019
Texas Yale Capital Corp.33,026$1,753 06/30/2019
     SCHD33,026$1,753 06/30/2019
Pacific Edge Advisors LLC31,710$1,737 09/30/2019
     SCHD31,710$1,737 09/30/2019
McAdam LLC31,363$1,718 09/30/2019
     SCHD31,363$1,718 09/30/2019
Apriem Advisors32,005$1,699 06/30/2019
     SCHD32,005$1,699 06/30/2019
Clear Perspective Advisors LLC31,731$1,684 06/30/2019
     SCHD31,731$1,684 06/30/2019
B & T Capital Management DBA Alpha Capital Management31,563$1,675 06/30/2019
     SCHD31,563$1,675 06/30/2019
Fifth Third Securities Inc.30,993$1,657 06/30/2019
     SCHD30,993$1,657 06/30/2019
Broadleaf Partners LLC31,081$1,649 06/30/2019
     SCHD31,081$1,649 06/30/2019
CapWealth Advisors LLC30,240$1,605 06/30/2019
     SCHD30,240$1,605 06/30/2019
Raymond James & Associates29,702$1,576 06/30/2019
     SCHD29,702$1,576 06/30/2019
Rocky Mountain Advisers LLC29,684$1,575 06/30/2019
     SCHD29,684$1,575 06/30/2019
Hayden Royal LLC29,555$1,569 06/30/2019
     SCHD29,555$1,569 06/30/2019
Cypress Capital Management LLC29,550$1,568 06/30/2019
     SCHD29,550$1,568 06/30/2019
Brasada Capital Management LP28,941$1,560 06/30/2019
     SCHD28,941$1,560 06/30/2019
Asset Dedication LLC28,024$1,536 09/30/2019
     SCHD28,024$1,536 09/30/2019
Sage Financial Group Inc.28,838$1,530 06/30/2019
     SCHD28,838$1,530 06/30/2019
Naples Global Advisors LLC28,164$1,495 06/30/2019
     SCHD28,164$1,495 06/30/2019
Capital Investment Advisors LLC27,779$1,474 06/30/2019
     SCHD27,779$1,474 06/30/2019
Pacific Wealth Strategies Group Inc.26,746$1,465 09/30/2019
     SCHD26,746$1,465 09/30/2019
Asset Planning Services Ltd.27,320$1,450 06/30/2019
     SCHD27,320$1,450 06/30/2019
Highland Private Wealth Management26,959$1,431 06/30/2019
     SCHD26,959$1,431 06/30/2019
Secrest Blakey & Associates LLC26,441$1,414 06/30/2019
     SCHD26,441$1,414 06/30/2019
Keating Investment Counselors Inc.26,495$1,406 06/30/2019
     SCHD26,495$1,406 06/30/2019
Trustcore Financial Services LLC26,450$1,404 06/30/2019
     SCHD26,450$1,404 06/30/2019
Johnson Financial Group Inc.26,101$1,385 06/30/2019
     SCHD26,101$1,385 06/30/2019
Cetera Advisors LLC25,740$1,367 06/30/2019
     SCHD25,740$1,367 06/30/2019
Hurlow Wealth Management Group Inc.25,135$1,366 09/30/2019
     SCHD25,135$1,366 09/30/2019
Opes Wealth Management LLC25,288$1,342 06/30/2019
     SCHD25,288$1,342 06/30/2019
Cypress Wealth Services LLC24,099$1,320 09/30/2019
     SCHD24,099$1,320 09/30/2019
Carroll Financial Associates Inc.23,655$1,295 09/30/2019
     SCHD23,655$1,295 09/30/2019
Lehman & Derafelo Financial Resources LLC23,922$1,286 06/30/2019
     SCHD23,922$1,286 06/30/2019
Atria Investments LLC24,669$1,278 06/30/2019
     SCHD24,669$1,278 06/30/2019
King Luther Capital Management Corp24,017$1,275 06/30/2019
     SCHD24,017$1,275 06/30/2019
Capital Wealth Planning LLC23,772$1,262 06/30/2019
     SCHD23,772$1,262 06/30/2019
Armor Investment Advisors LLC23,738$1,260 06/30/2019
     SCHD23,738$1,260 06/30/2019
Chesapeake Wealth Management23,398$1,242 06/30/2019
     SCHD23,398$1,242 06/30/2019
Parametric Portfolio Associates LLC23,259$1,234 06/30/2019
     SCHD23,259$1,234 06/30/2019
Wagner Bowman Management Corp23,050$1,223 06/30/2019
     SCHD23,050$1,223 06/30/2019
Wills Financial Group Inc.22,851$1,213 06/30/2019
     SCHD22,851$1,213 06/30/2019
Stratos Wealth Partners LTD.22,818$1,211 06/30/2019
     SCHD22,818$1,211 06/30/2019
Sheets Smith Wealth Management22,355$1,186 06/30/2019
     SCHD22,355$1,186 06/30/2019
Milestone Group Inc.22,355$1,186 06/30/2019
     SCHD22,355$1,186 06/30/2019
Strategic Wealth Advisors Group LLC22,273$1,185 06/30/2019
     SCHD22,273$1,185 06/30/2019
Bank of New York Mellon Corp21,535$1,143 06/30/2019
     SCHD21,535$1,143 06/30/2019
MCF Advisors LLC21,508$1,141 06/30/2019
     SCHD21,508$1,141 06/30/2019
Silver Lake Advisory LLC21,301$1,130 06/30/2019
     SCHD21,301$1,130 06/30/2019
Summit Wealth & Retirement Planning Inc.21,073$1,118 06/30/2019
     SCHD21,073$1,118 06/30/2019
CWM LLC21,022$1,116 06/30/2019
     SCHD21,022$1,116 06/30/2019
Genesee Capital Advisors LLC20,356$1,115 09/30/2019
     SCHD20,356$1,115 09/30/2019
Liberty Capital Management Inc.19,952$1,093 09/30/2019
     SCHD19,952$1,093 09/30/2019
Harborview Advisors LLC20,570$1,092 06/30/2019
     SCHD20,570$1,092 06/30/2019
RKL Wealth Management LLC20,397$1,083 06/30/2019
     SCHD20,397$1,083 06/30/2019
Private Capital Group LLC21,641$1,067 06/30/2019
     SCHD21,641$1,067 06/30/2019
Stony Point Wealth Management Inc.19,363$1,061 09/30/2019
     SCHD19,363$1,061 09/30/2019
Hoylecohen LLC19,895$1,056 06/30/2019
     SCHD19,895$1,056 06/30/2019
Alliance Wealth Management Group19,809$1,051 06/30/2019
     SCHD19,809$1,051 06/30/2019
Towercrest Capital Management19,809$1,051 06/30/2019
     SCHD19,809$1,051 06/30/2019
Blue Bell Private Wealth Management LLC19,729$1,047 06/30/2019
     SCHD19,729$1,047 06/30/2019
Goldman Sachs Group Inc.19,279$1,023 06/30/2019
     SCHD19,279$1,023 06/30/2019
GHP Investment Advisors Inc.19,240$1,021 06/30/2019
     SCHD19,240$1,021 06/30/2019
Weaver Consulting Group19,027$1,010 06/30/2019
     SCHD19,027$1,010 06/30/2019
Stadion Money Management LLC18,882$1,002 06/30/2019
     SCHD18,882$1,002 06/30/2019
Ackerman Capital Advisors LLC18,065$990 09/30/2019
     SCHD18,065$990 09/30/2019
Evanson Asset Management LLC17,864$979 09/30/2019
     SCHD17,864$979 09/30/2019
Pinnacle Associates Ltd.18,373$975 06/30/2019
     SCHD18,373$975 06/30/2019
Centaurus Financial Inc.18,368$975 06/30/2019
     SCHD18,368$975 06/30/2019
Private Capital Management LLC17,733$971 09/30/2019
     SCHD17,733$971 09/30/2019
Stearns Financial Services Group18,240$968 06/30/2019
     SCHD18,240$968 06/30/2019
Western Wealth Management LLC18,264$968 06/30/2019
     SCHD18,264$968 06/30/2019
Marquette Asset Management LLC18,008$956 06/30/2019
     SCHD18,008$956 06/30/2019
Garrison Asset Management LLC18,021$956 06/30/2019
     SCHD18,021$956 06/30/2019
Flagship Harbor Advisors LLC17,785$943 06/30/2019
     SCHD17,785$943 06/30/2019
SWS Partners17,476$941 06/30/2019
     SCHD17,476$941 06/30/2019
Atlas Capital Advisors LLC17,617$935 06/30/2019
     SCHD17,617$935 06/30/2019
Strategic Financial Group LLC17,525$930 06/30/2019
     SCHD17,525$930 06/30/2019
San Francisco Sentry Investment Group CA16,823$922 09/30/2019
     SCHD16,823$922 09/30/2019
First National Bank of Mount Dora Trust Investment Services16,800$921 09/30/2019
     SCHD16,800$921 09/30/2019
Van Cleef Asset Management Inc17,337$920 06/30/2019
     SCHD17,337$920 06/30/2019
JPMorgan Chase & Co.17,284$914 06/30/2019
     SCHD17,284$914 06/30/2019
Lakeview Capital Partners LLC16,601$881 06/30/2019
     SCHD16,601$881 06/30/2019
Cedar Brook Financial Partners LLC16,573$880 06/30/2019
     SCHD16,573$880 06/30/2019
IMA Wealth Inc.16,545$878 06/30/2019
     SCHD16,545$878 06/30/2019
Atlantic Union Bankshares Corp15,673$859 09/30/2019
     SCHD15,673$859 09/30/2019
Laurel Wealth Advisors Inc.16,113$855 06/30/2019
     SCHD16,113$855 06/30/2019
Highwater Wealth Management LLC15,332$840 09/30/2019
     SCHD15,332$840 09/30/2019
Boyd Watterson Asset Management LLC OH15,283$837 09/30/2019
     SCHD15,283$837 09/30/2019
Edge Wealth Management LLC15,729$835 06/30/2019
     SCHD15,729$835 06/30/2019
US Bancorp DE15,675$832 06/30/2019
     SCHD15,675$832 06/30/2019
Carnick & Kubik Group LLC15,583$827 06/30/2019
     SCHD15,583$827 06/30/2019
Great Valley Advisor Group Inc.15,429$819 06/30/2019
     SCHD15,429$819 06/30/2019
Almanack Investment Partners LLC.15,086$807 06/30/2019
     SCHD15,086$807 06/30/2019
Chevy Chase Trust Holdings Inc.15,051$799 06/30/2019
     SCHD15,051$799 06/30/2019
Capital Investment Advisory Services LLC14,122$774 09/30/2019
     SCHD14,122$774 09/30/2019
Frontier Wealth Management LLC14,578$774 06/30/2019
     SCHD14,578$774 06/30/2019
Lincoln National Corp14,558$773 06/30/2019
     SCHD14,558$773 06/30/2019
Johnson Investment Counsel Inc.14,114$749 06/30/2019
     SCHD14,114$749 06/30/2019
Aspiriant LLC14,048$745 06/30/2019
     SCHD14,048$745 06/30/2019
Murphy Middleton Hinkle & Parker Inc.13,570$743 09/30/2019
     SCHD13,570$743 09/30/2019
H D Vest Advisory Services14,009$743 06/30/2019
     SCHD14,009$743 06/30/2019
Smart Money Group LLC13,934$739 06/30/2019
     SCHD13,934$739 06/30/2019
Centric Wealth Management13,779$730 09/30/2019
     SCHD13,779$730 09/30/2019
Vanguard Capital Wealth Advisors13,313$729 09/30/2019
     SCHD13,313$729 09/30/2019
HBK Sorce Advisory LLC13,707$728 06/30/2019
     SCHD13,707$728 06/30/2019
Jane Street Group LLC13,640$724 06/30/2019
     SCHD13,640$724 06/30/2019
Rench Wealth Management Inc.13,552$719 06/30/2019
     SCHD13,552$719 06/30/2019
Madden Advisory Services Inc.13,381$710 06/30/2019
     SCHD13,381$710 06/30/2019
Welch & Forbes LLC12,850$704 09/30/2019
     SCHD12,850$704 09/30/2019
Concorde Asset Management LLC12,982$689 06/30/2019
     SCHD12,982$689 06/30/2019
Kovack Advisors Inc.12,903$685 06/30/2019
     SCHD12,903$685 06/30/2019
Maple Capital Management Inc.12,898$684 06/30/2019
     SCHD12,898$684 06/30/2019
FormulaFolio Investments LLC12,678$673 06/30/2019
     SCHD12,678$673 06/30/2019
Guidant Wealth Advisors11,929$653 09/30/2019
     SCHD11,929$653 09/30/2019
Proequities Inc.12,125$648 06/30/2019
     SCHD12,125$648 06/30/2019
Martin Capital Partners LLC12,141$644 06/30/2019
     SCHD12,141$644 06/30/2019
YorkBridge Wealth Partners LLC12,080$641 06/30/2019
     SCHD12,080$641 06/30/2019
Hamel Associates Inc.12,061$640 06/30/2019
     SCHD12,061$640 06/30/2019
MONECO Advisors LLC11,805$626 06/30/2019
     SCHD11,805$626 06/30/2019
Mid Atlantic Financial Management Inc. ADV11,599$616 06/30/2019
     SCHD11,599$616 06/30/2019
Total Investment Management Inc.11,830$613 06/30/2019
     SCHD11,830$613 06/30/2019
Keystone Financial Group11,412$606 06/30/2019
     SCHD11,412$606 06/30/2019
Carmichael Hill & Associates Inc.11,420$606 06/30/2019
     SCHD11,420$606 06/30/2019
Meridian Wealth Management LLC11,342$602 06/30/2019
     SCHD11,342$602 06/30/2019
Stifel Financial Corp11,324$600 06/30/2019
     SCHD11,324$600 06/30/2019
Truewealth LLC10,913$598 09/30/2019
     SCHD10,913$598 09/30/2019
Duncker Streett & Co. Inc.11,265$598 06/30/2019
     SCHD11,265$598 06/30/2019
Raub Brock Capital Management LP10,588$580 09/30/2019
     SCHD10,588$580 09/30/2019
Kavar Capital Partners LLC10,815$574 06/30/2019
     SCHD10,815$574 06/30/2019
Kiley Juergens Wealth Management LLC10,464$573 09/30/2019
     SCHD10,464$573 09/30/2019
GW Henssler & Associates Ltd.10,698$568 06/30/2019
     SCHD10,698$568 06/30/2019
Cedar Wealth Management LLC10,431$554 06/30/2019
     SCHD10,431$554 06/30/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC9,780$535 09/30/2019
     SCHD9,780$535 09/30/2019
TRUE Private Wealth Advisors9,725$532 09/30/2019
     SCHD9,725$532 09/30/2019
Change Path LLC10,025$532 06/30/2019
     SCHD10,025$532 06/30/2019
Beacon Pointe Advisors LLC9,915$526 06/30/2019
     SCHD9,915$526 06/30/2019
New England Guild Wealth Advisors Inc.9,384$514 09/30/2019
     SCHD9,384$514 09/30/2019
LLBH Private Wealth Management LLC9,659$513 06/30/2019
     SCHD9,659$513 06/30/2019
Bartlett & Co. LLC9,629$511 06/30/2019
     SCHD9,629$511 06/30/2019
Sei Investments Co.9,591$508 06/30/2019
     SCHD9,591$508 06/30/2019
Joseph P. Lucia & Associates LLC9,143$501 09/30/2019
     SCHD9,143$501 09/30/2019
Cetera Advisor Networks LLC9,318$497 06/30/2019
     SCHD9,318$497 06/30/2019
Gradient Capital Advisors LLC9,370$497 06/30/2019
     SCHD9,370$497 06/30/2019
Jefferies Group LLC9,338$496 06/30/2019
     SCHD9,338$496 06/30/2019
Beacon Pointe Wealth Advisors LLC9,390$496 06/30/2019
     SCHD9,390$496 06/30/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management9,098$483 06/30/2019
     SCHD9,098$483 06/30/2019
Plancorp LLC9,040$480 06/30/2019
     SCHD9,040$480 06/30/2019
Lido Advisors LLC8,987$480 06/30/2019
     SCHD8,987$480 06/30/2019
Ancora Advisors LLC9,021$479 06/30/2019
     SCHD9,021$479 06/30/2019
Advisory Services Network LLC9,019$479 06/30/2019
     SCHD9,019$479 06/30/2019
Intersect Capital LLC9,027$479 06/30/2019
     SCHD9,027$479 06/30/2019
Benjamin F. Edwards & Company Inc.9,004$478 06/30/2019
     SCHD9,004$478 06/30/2019
NEXT Financial Group Inc8,622$472 09/30/2019
     SCHD8,622$472 09/30/2019
Sequoia Financial Advisors LLC8,866$471 06/30/2019
     SCHD8,866$471 06/30/2019
American Money Management LLC8,787$466 06/30/2019
     SCHD8,787$466 06/30/2019
Bailard Inc.8,393$460 09/30/2019
     SCHD8,393$460 09/30/2019
CLS Investments LLC8,610$457 06/30/2019
     SCHD8,610$457 06/30/2019
361 Capital LLC8,492$451 06/30/2019
     SCHD8,492$451 06/30/2019
Sawgrass Asset Management LLC8,440$448 06/30/2019
     SCHD8,440$448 06/30/2019
Whitnell & Co.8,367$444 06/30/2019
     SCHD8,367$444 06/30/2019
Blue Chip Wealth Management Inc.8,078$442 09/30/2019
     SCHD8,078$442 09/30/2019
Strategic Advisors LLC8,050$441 09/30/2019
     SCHD8,050$441 09/30/2019
First Merchants Corp8,219$436 06/30/2019
     SCHD8,219$436 06/30/2019
Ellevest Inc.7,920$434 09/30/2019
     SCHD7,920$434 09/30/2019
Good Life Advisors LLC8,142$433 06/30/2019
     SCHD8,142$433 06/30/2019
Cerity Partners LLC8,086$430 06/30/2019
     SCHD8,086$430 06/30/2019
Paulson Wealth Management Inc.7,899$429 06/30/2019
     SCHD7,899$429 06/30/2019
Rainey & Randall Investment Management Inc.7,736$424 09/30/2019
     SCHD7,736$424 09/30/2019
Baldwin Investment Management LLC7,950$422 06/30/2019
     SCHD7,950$422 06/30/2019
Cetera Investment Advisers7,951$421 06/30/2019
     SCHD7,951$421 06/30/2019
Nwam LLC7,657$419 09/30/2019
     SCHD7,657$419 09/30/2019
Curbstone Financial Management Corp7,630$418 09/30/2019
     SCHD7,630$418 09/30/2019
Bay Colony Advisory Group Inc d b a Bay Colony Advisors7,720$410 06/30/2019
     SCHD7,720$410 06/30/2019
New England Private Wealth Advisors LLC7,682$407 06/30/2019
     SCHD7,682$407 06/30/2019
Obermeyer Wood Investment Counsel Lllp7,569$402 06/30/2019
     SCHD7,569$402 06/30/2019
FMR LLC7,501$398 06/30/2019
     SCHD7,501$398 06/30/2019
Windham Capital Management LLC7,500$398 06/30/2019
     SCHD7,500$398 06/30/2019
Epstein & White Financial LLC7,220$395 09/30/2019
     SCHD7,220$395 09/30/2019
Lederer & Associates Investment Counsel CA7,191$394 09/30/2019
     SCHD7,191$394 09/30/2019
Alley Co LLC7,433$394 06/30/2019
     SCHD7,433$394 06/30/2019
Papp L Roy & Associates7,406$393 06/30/2019
     SCHD7,406$393 06/30/2019
Segall Bryant & Hamill LLC7,361$390 06/30/2019
     SCHD7,361$390 06/30/2019
Holderness Investments Co.7,198$382 06/30/2019
     SCHD7,198$382 06/30/2019
C M Bidwell & Associates Ltd.7,175$381 06/30/2019
     SCHD7,175$381 06/30/2019
Nadler Financial Group Inc.6,932$380 09/30/2019
     SCHD6,932$380 09/30/2019
Clarius Group LLC7,054$374 06/30/2019
     SCHD7,054$374 06/30/2019
Sheaff Brock Investment Advisors LLC6,976$370 06/30/2019
     SCHD6,976$370 06/30/2019
WMS Partners LLC6,957$369 06/30/2019
     SCHD6,957$369 06/30/2019
Brio Consultants LLC6,705$367 09/30/2019
     SCHD6,705$367 09/30/2019
Bedel Financial Consulting Inc.6,672$365 09/30/2019
     SCHD6,672$365 09/30/2019
RMB Capital Management LLC6,856$364 06/30/2019
     SCHD6,856$364 06/30/2019
Blue Chip Partners Inc.6,866$364 06/30/2019
     SCHD6,866$364 06/30/2019
Signaturefd LLC6,577$360 09/30/2019
     SCHD6,577$360 09/30/2019
Strategic Blueprint LLC6,575$360 09/30/2019
     SCHD6,575$360 09/30/2019
Tranquility Partners LLC6,753$358 06/30/2019
     SCHD6,753$358 06/30/2019
Godsey & Gibb Associates6,734$357 06/30/2019
     SCHD6,734$357 06/30/2019
Clarkston Capital Partners LLC6,631$352 06/30/2019
     SCHD6,631$352 06/30/2019
Private Portfolio Partners LLC6,617$351 06/30/2019
     SCHD6,617$351 06/30/2019
Whitener Capital Management Inc.6,412$340 06/30/2019
     SCHD6,412$340 06/30/2019
Boys Arnold & Co. Inc.6,366$338 06/30/2019
     SCHD6,366$338 06/30/2019
Patten & Patten Inc. TN6,159$337 09/30/2019
     SCHD6,159$337 09/30/2019
CWA Asset Management Group LLC6,312$335 06/30/2019
     SCHD6,312$335 06/30/2019
SignalPoint Asset Management LLC6,032$330 09/30/2019
     SCHD6,032$330 09/30/2019
Salomon & Ludwin LLC6,194$329 06/30/2019
     SCHD6,194$329 06/30/2019
Successful Portfolios LLC5,893$323 09/30/2019
     SCHD5,893$323 09/30/2019
Merit Financial Group LLC5,002$322 06/30/2019
     SCHD5,002$322 06/30/2019
RFG Advisory LLC6,068$321 06/30/2019
     SCHD6,068$321 06/30/2019
QCI Asset Management Inc. NY6,000$318 06/30/2019
     SCHD6,000$318 06/30/2019
Toth Financial Advisory Corp5,684$311 09/30/2019
     SCHD5,684$311 09/30/2019
Suntrust Banks Inc.5,776$307 06/30/2019
     SCHD5,776$307 06/30/2019
Rikoon Group LLC5,708$305 06/30/2019
     SCHD5,708$305 06/30/2019
Mengis Capital Management Inc.5,762$305 06/30/2019
     SCHD5,762$305 06/30/2019
Segment Wealth Management LLC5,659$300 06/30/2019
     SCHD5,659$300 06/30/2019
River Wealth Advisors LLC5,654$300 06/30/2019
     SCHD5,654$300 06/30/2019
Boston Private Wealth LLC5,626$299 06/30/2019
     SCHD5,626$299 06/30/2019
Apollon Wealth Management LLC5,609$298 06/30/2019
     SCHD5,609$298 06/30/2019
Foster & Motley Inc.5,532$294 06/30/2019
     SCHD5,532$294 06/30/2019
Buckingham Capital Management Inc.5,513$293 06/30/2019
     SCHD5,513$293 06/30/2019
Alerus Financial NA5,498$292 06/30/2019
     SCHD5,498$292 06/30/2019
Cobblestone Capital Advisors LLC NY5,492$291 06/30/2019
     SCHD5,492$291 06/30/2019
Retirement Planning Group5,492$291 06/30/2019
     SCHD5,492$291 06/30/2019
Ironwood Investment Counsel LLC5,482$290 06/30/2019
     SCHD5,482$290 06/30/2019
Marino Stram & Associates LLC5,261$288 09/30/2019
     SCHD5,261$288 09/30/2019
Dfpg Investments Inc.5,437$287 09/30/2019
     SCHD5,437$287 09/30/2019
MUFG Americas Holdings Corp5,327$283 06/30/2019
     SCHD5,327$283 06/30/2019
Barrett Asset Management LLC5,300$281 06/30/2019
     SCHD5,300$281 06/30/2019
Sanchez Wealth Management Group5,276$280 06/30/2019
     SCHD5,276$280 06/30/2019
First Financial Corp IN4,925$270 09/30/2019
     SCHD4,925$270 09/30/2019
Heritage Wealth Advisors5,079$270 06/30/2019
     SCHD5,079$270 06/30/2019
Millennium Management LLC106,622$261 06/30/2019
     SCHD106,622$261 06/30/2019
Gradient Investments LLC4,737$260 09/30/2019
     SCHD4,737$260 09/30/2019
Betterment LLC4,891$260 06/30/2019
     SCHD4,891$260 06/30/2019
Weik Capital Management4,845$257 06/30/2019
     SCHD4,845$257 06/30/2019
Confluence Wealth Management LLC4,843$257 06/30/2019
     SCHD4,843$257 06/30/2019
LifePlan Financial Group Inc4,637$254 09/30/2019
     SCHD4,637$254 09/30/2019
Wilbanks Smith & Thomas Asset Management LLC4,787$254 06/30/2019
     SCHD4,787$254 06/30/2019
Lowe Brockenbrough & Co. Inc.4,689$249 06/30/2019
     SCHD4,689$249 06/30/2019
Diversified Trust Co4,525$248 09/30/2019
     SCHD4,525$248 09/30/2019
Mycio Wealth Partners LLC4,535$241 06/30/2019
     SCHD4,535$241 06/30/2019
Vigilant Capital Management LLC4,349$238 09/30/2019
     SCHD4,349$238 09/30/2019
Relaxing Retirement Coach4,480$238 06/30/2019
     SCHD4,480$238 06/30/2019
Front Row Advisors LLC4,405$236 06/30/2019
     SCHD4,405$236 06/30/2019
Windsor Group LTD4,384$235 06/30/2019
     SCHD4,384$235 06/30/2019
Deutsche Bank AG4,377$232 06/30/2019
     SCHD4,377$232 06/30/2019
Cornerstone Wealth Management LLC4,381$231 06/30/2019
     SCHD4,381$231 06/30/2019
First Heartland Consultants Inc.4,331$230 06/30/2019
     SCHD4,331$230 06/30/2019
North Star Asset Management Inc.4,320$229 06/30/2019
     SCHD4,320$229 06/30/2019
Zeke Capital Advisors LLC4,145$227 09/30/2019
     SCHD4,145$227 09/30/2019
Phocas Financial Corp.4,240$225 06/30/2019
     SCHD4,240$225 06/30/2019
Cornercap Investment Counsel Inc.4,083$217 06/30/2019
     SCHD4,083$217 06/30/2019
FTB Advisors Inc.4,053$215 06/30/2019
     SCHD4,053$215 06/30/2019
Wetherby Asset Management Inc.4,019$213 06/30/2019
     SCHD4,019$213 06/30/2019
Fort Pitt Capital Group LLC4,004$213 06/30/2019
     SCHD4,004$213 06/30/2019
Evergreen Capital Management LLC3,995$212 06/30/2019
     SCHD3,995$212 06/30/2019
Wealthsource Partners LLC3,988$212 06/30/2019
     SCHD3,988$212 06/30/2019
Appleton Partners Inc. MA3,896$207 06/30/2019
     SCHD3,896$207 06/30/2019
Kingfisher Capital LLC3,893$207 06/30/2019
     SCHD3,893$207 06/30/2019
Intercontinental Wealth Advisors LLC3,700$203 09/30/2019
     SCHD3,700$203 09/30/2019
Delta Asset Management LLC TN3,804$202 06/30/2019
     SCHD3,804$202 06/30/2019
BLB&B Advisors LLC3,765$200 06/30/2019
     SCHD3,765$200 06/30/2019
Parallel Advisors LLC3,574$190 06/30/2019
     SCHD3,574$190 06/30/2019
Bank of Montreal Can3,350$178 06/30/2019
     SCHD3,350$178 06/30/2019
Capital Analysts LLC3,322$176 06/30/2019
     SCHD3,322$176 06/30/2019
Executive Wealth Management LLC3,233$172 06/30/2019
     SCHD3,233$172 06/30/2019
Steward Partners Investment Advisory LLC2,988$158 06/30/2019
     SCHD2,988$158 06/30/2019
Lenox Wealth Advisors LLC2,525$138 09/30/2019
     SCHD2,525$138 09/30/2019
PNC Financial Services Group Inc.2,401$128 06/30/2019
     SCHD2,401$128 06/30/2019
Horan Capital Management2,347$124 06/30/2019
     SCHD2,347$124 06/30/2019
First Personal Financial Services2,138$117 09/30/2019
     SCHD2,138$117 09/30/2019
Brand Asset Management Group Inc.2,107$115 09/30/2019
     SCHD2,107$115 09/30/2019
Ruggie Capital Group2,161$115 06/30/2019
     SCHD2,161$115 06/30/2019
Cypress Capital Management LLC WY 2,092$111 06/30/2019
     SCHD2,092$111 06/30/2019
FNY Investment Advisers LLC2,106$111 06/30/2019
     SCHD2,106$111 06/30/2019
Hudock Capital Group LLC2,032$107 06/30/2019
     SCHD2,032$107 06/30/2019
Price Wealth Management Inc.1,940$103 06/30/2019
     SCHD1,940$103 06/30/2019
Shine Investment Advisory Services Inc.1,801$96 06/30/2019
     SCHD1,801$96 06/30/2019
Sandy Spring Bank1,793$95 06/30/2019
     SCHD1,793$95 06/30/2019
Pflug Koory LLC1,693$93 09/30/2019
     SCHD1,693$93 09/30/2019
Valeo Financial Advisors LLC1,569$86 09/30/2019
     SCHD1,569$86 09/30/2019
Salem Investment Counselors Inc.1,627$86 06/30/2019
     SCHD1,627$86 06/30/2019
Jacobi Capital Management LLC1,550$82 06/30/2019
     SCHD1,550$82 06/30/2019
Proficio Capital Partners LLC1,500$80 06/30/2019
     SCHD1,500$80 06/30/2019
Allworth Financial LP1,414$77 09/30/2019
     SCHD1,414$77 09/30/2019
Laurel Wealth Advisors LLC1,454$77 06/30/2019
     SCHD1,454$77 06/30/2019
Pinnacle Bank1,325$73 09/30/2019
     SCHD1,325$73 09/30/2019
Financial Architects Inc1,381$73 06/30/2019
     SCHD1,381$73 06/30/2019
Prestige Wealth Management Group LLC1,379$73 06/30/2019
     SCHD1,379$73 06/30/2019
Oppenheimer Asset Management Inc.1,326$70 06/30/2019
     SCHD1,326$70 06/30/2019
Destination Wealth Management1,309$69 06/30/2019
     SCHD1,309$69 06/30/2019
TCI Wealth Advisors Inc.1,217$67 09/30/2019
     SCHD1,217$67 09/30/2019
Financial Management Professionals Inc.1,100$60 09/30/2019
     SCHD1,100$60 09/30/2019
Doyle Wealth Management1,139$60 06/30/2019
     SCHD1,139$60 06/30/2019
Winslow Evans & Crocker Inc.896$50 09/30/2019
     SCHD896$50 09/30/2019
Rehmann Capital Advisory Group918$49 06/30/2019
     SCHD918$49 06/30/2019
HM Payson & Co.910$48 06/30/2019
     SCHD910$48 06/30/2019
Elmwood Wealth Management Inc.913$48 06/30/2019
     SCHD913$48 06/30/2019
Glenmede Trust Co. NA830$44 06/30/2019
     SCHD830$44 06/30/2019
UBS Asset Management Americas Inc.781$41 06/30/2019
     SCHD781$41 06/30/2019
Horan Securities Inc.692$37 06/30/2019
     SCHD692$37 06/30/2019
Sonora Investment Management LLC631$35 09/30/2019
     SCHD631$35 09/30/2019
LS Investment Advisors LLC634$34 06/30/2019
     SCHD634$34 06/30/2019
Larson Financial Group LLC587$32 09/30/2019
     SCHD587$32 09/30/2019
BlackRock Inc.582$31 06/30/2019
     SCHD582$31 06/30/2019
Roble Belko & Company Inc585$31 06/30/2019
     SCHD585$31 06/30/2019
SRS Capital Advisors Inc.478$25 06/30/2019
     SCHD478$25 06/30/2019
FinTrust Capital Advisors LLC460$24 06/30/2019
     SCHD460$24 06/30/2019
Berman Capital Advisors LLC444$23 06/30/2019
     SCHD444$23 06/30/2019
Reilly Financial Advisors LLC400$22 09/30/2019
     SCHD400$22 09/30/2019
Spence Asset Management409$22 09/30/2019
     SCHD409$22 09/30/2019
Certified Advisory Corp413$22 06/30/2019
     SCHD413$22 06/30/2019
Farmers & Merchants Investments Inc.375$21 09/30/2019
     SCHD375$21 09/30/2019
Vectors Research Management LLC400$21 06/30/2019
     SCHD400$21 06/30/2019
Prime Capital Investment Advisors LLC376$20 06/30/2019
     SCHD376$20 06/30/2019
Burt Wealth Advisors358$19 06/30/2019
     SCHD358$19 06/30/2019
Strategic Wealth Partners Ltd.355$18 06/30/2019
     SCHD355$18 06/30/2019
Mark Sheptoff Financial Planning LLC325$17 06/30/2019
     SCHD325$17 06/30/2019
Ironwood Financial llc318$17 06/30/2019
     SCHD318$17 06/30/2019
Whittier Trust Co.291$16 09/30/2019
     SCHD291$16 09/30/2019
Creative Financial Designs Inc. ADV305$16 06/30/2019
     SCHD305$16 06/30/2019
Plante Moran Financial Advisors LLC307$16 06/30/2019
     SCHD307$16 06/30/2019
Oakworth Capital Inc.299$16 06/30/2019
     SCHD299$16 06/30/2019
Webster Bank N. A.265$15 09/30/2019
     SCHD265$15 09/30/2019
BerganKDV Wealth Management LLC283$15 06/30/2019
     SCHD283$15 06/30/2019
Optimum Investment Advisors259$14 09/30/2019
     SCHD259$14 09/30/2019
Emerald Investment Partners LLC260$14 06/30/2019
     SCHD260$14 06/30/2019
Evensky & Katz LLC236$13 06/30/2019
     SCHD236$13 06/30/2019
Essex Savings Bank241$13 06/30/2019
     SCHD241$13 06/30/2019
Northern Oak Wealth Management Inc.235$12 06/30/2019
     SCHD235$12 06/30/2019
McIlrath & Eck LLC231$12 06/30/2019
     SCHD231$12 06/30/2019
Centerpoint Advisors LLC235$12 06/30/2019
     SCHD235$12 06/30/2019
Gemmer Asset Management LLC200$11 09/30/2019
     SCHD200$11 09/30/2019
Jackson Grant Investment Advisers Inc.202$11 06/30/2019
     SCHD202$11 06/30/2019
Transamerica Financial Advisors Inc.185$10 06/30/2019
     SCHD185$10 06/30/2019
Cutler Group LP $8 06/30/2019
     SCHD99$5 06/30/2019
     Call2,500$3 06/30/2019
     Put1,100$0 06/30/2019
Fieldpoint Private Securities LLC143$8 06/30/2019
     SCHD143$8 06/30/2019
RPG Investment Advisory LLC140$7 06/30/2019
     SCHD140$7 06/30/2019
Blair William & Co. IL122$6 06/30/2019
     SCHD122$6 06/30/2019
Ameritas Investment Partners Inc.125$6 06/30/2019
     SCHD125$6 06/30/2019
Tower Research Capital LLC TRC 97$5 06/30/2019
     SCHD97$5 06/30/2019
Institutional & Family Asset Management LLC94$5 06/30/2019
     SCHD94$5 06/30/2019
Sound Income Strategies LLC64$4 09/30/2019
     SCHD64$4 09/30/2019
Glassman Wealth Services84$4 06/30/2019
     SCHD84$4 06/30/2019
D Orazio & Associates Inc.68$4 06/30/2019
     SCHD68$4 06/30/2019
Baldwin Brothers Inc. MA49$3 09/30/2019
     SCHD49$3 09/30/2019
Lake Point Wealth Management48$3 06/30/2019
     SCHD48$3 06/30/2019
Tortoise Investment Management LLC30$2 06/30/2019
     SCHD30$2 06/30/2019
Next Capital Management LLC47$2 06/30/2019
     SCHD47$2 06/30/2019
West Oak Capital LLC13$1 09/30/2019
     SCHD13$1 09/30/2019
NewSquare Capital LLC11$1 09/30/2019
     SCHD11$1 09/30/2019
Accurate Investment Solutions Inc.25$1 09/30/2019
     SCHD25$1 09/30/2019
JFS Wealth Advisors LLC25$1 06/30/2019
     SCHD25$1 06/30/2019
Arcus Capital Partners LLC25$1 06/30/2019
     SCHD25$1 06/30/2019
Parallax Volatility Advisers L.P.1$0 06/30/2019
     SCHD1$0 06/30/2019
Simplex Trading LLC7$-26 09/30/2019
     Put21$98 09/30/2019
     SCHD710$38 09/30/2019
     Call7$34 09/30/2019

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

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