HoldingsChannel.com
Funds Holding SCHD
HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Advisory Inc.9,632,922$527,691 09/30/2019
     SCHD9,632,922$527,691 09/30/2019
Wealthfront Advisers LLC6,074,590$332,766 09/30/2019
     SCHD6,074,590$332,766 09/30/2019
Honkamp Krueger Financial Services Inc.3,662,370$200,625 09/30/2019
     SCHD3,662,370$200,625 09/30/2019
UBS Group AG2,627,716$143,946 09/30/2019
     SCHD2,627,716$143,946 09/30/2019
JBJ Investment Partners LLC1,700,676$93,163 09/30/2019
     SCHD1,700,676$93,163 09/30/2019
Asset Advisors Investment Management LLC1,547,957$84,797 09/30/2019
     SCHD1,547,957$84,797 09/30/2019
Alliancebernstein L.P.1,455,620$79,739 09/30/2019
     SCHD1,455,620$79,739 09/30/2019
Envestnet Asset Management Inc.1,325,908$72,633 09/30/2019
     SCHD1,325,908$72,633 09/30/2019
LPL Financial LLC1,254,433$68,718 09/30/2019
     SCHD1,254,433$68,718 09/30/2019
Bank of America Corp DE911,356$49,925 09/30/2019
     SCHD911,356$49,925 09/30/2019
Ameriprise Financial Inc.832,591$45,627 09/30/2019
     SCHD832,591$45,627 09/30/2019
Raymond James Financial Services Advisors Inc.803,737$44,029 09/30/2019
     SCHD803,737$44,029 09/30/2019
Ladenburg Thalmann Financial Services Inc.757,415$41,492 09/30/2019
     SCHD757,415$41,492 09/30/2019
American Economic Planning Group Inc. ADV753,240$40,999 09/30/2019
     SCHD753,240$40,999 09/30/2019
Morgan Stanley667,960$36,591 09/30/2019
     SCHD667,960$36,591 09/30/2019
Wells Fargo & Company MN664,540$36,404 09/30/2019
     SCHD664,540$36,404 09/30/2019
Cambridge Investment Research Advisors Inc.632,065$34,624 09/30/2019
     SCHD632,065$34,624 09/30/2019
HHM Wealth Advisors LLC629,481$34,483 09/30/2019
     SCHD629,481$34,483 09/30/2019
Strategic Wealth Management Group LLC587,043$32,158 09/30/2019
     SCHD587,043$32,158 09/30/2019
Mariner LLC580,216$31,784 09/30/2019
     SCHD580,216$31,784 09/30/2019
Pinkerton Retirement Specialists LLC552,095$30,244 09/30/2019
     SCHD552,095$30,244 09/30/2019
Commonwealth Equity Services LLC523,059$28,653 09/30/2019
     SCHD523,059$28,653 09/30/2019
D.A. Davidson & CO.462,963$25,361 09/30/2019
     SCHD462,963$25,361 09/30/2019
Keybank National Association OH461,722$25,293 09/30/2019
     SCHD461,722$25,293 09/30/2019
Madison Investment Holdings Inc.458,509$25,117 09/30/2019
     SCHD458,509$25,117 09/30/2019
Summit Asset Management LLC456,240$24,993 09/30/2019
     SCHD456,240$24,993 09/30/2019
Mercer Global Advisors Inc. ADV436,953$23,936 09/30/2019
     SCHD436,953$23,936 09/30/2019
Legacy Financial Strategies LLC411,622$22,960 09/30/2019
     SCHD411,622$22,960 09/30/2019
Colony Group LLC387,316$21,217 09/30/2019
     SCHD387,316$21,217 09/30/2019
Hengehold Capital Management LLC366,795$20,093 09/30/2019
     SCHD366,795$20,093 09/30/2019
Advisor Group Inc.358,653$19,653 09/30/2019
     SCHD358,653$19,653 09/30/2019
FLC Capital Advisors347,415$19,031 09/30/2019
     SCHD347,415$19,031 09/30/2019
CENTRAL TRUST Co311,018$17,038 09/30/2019
     SCHD311,018$17,038 09/30/2019
ProVise Management Group LLC301,166$16,498 09/30/2019
     SCHD301,166$16,498 09/30/2019
Homrich & Berg280,611$15,372 09/30/2019
     SCHD280,611$15,372 09/30/2019
Reitz Capital Advisors LLC275,142$15,072 09/30/2019
     SCHD275,142$15,072 09/30/2019
Coastal Capital Group Inc.261,657$14,334 09/30/2019
     SCHD261,657$14,334 09/30/2019
Newman Dignan & Sheerar Inc.256,965$14,077 09/30/2019
     SCHD256,965$14,077 09/30/2019
First Republic Investment Management Inc.255,981$14,023 09/30/2019
     SCHD255,981$14,023 09/30/2019
Enterprise Financial Services Corp251,014$13,750 09/30/2019
     SCHD251,014$13,750 09/30/2019
Valmark Advisers Inc.247,777$13,573 09/30/2019
     SCHD247,777$13,573 09/30/2019
GWM Advisors LLC241,779$13,245 09/30/2019
     SCHD241,779$13,245 09/30/2019
USAdvisors Wealth Management LLC240,204$13,158 09/30/2019
     SCHD240,204$13,158 09/30/2019
Taylor Cottrill Erickson & Associates Inc.238,741$13,078 09/30/2019
     SCHD238,741$13,078 09/30/2019
Wellesley Investment Partners LLC237,803$13,027 09/30/2019
     SCHD237,803$13,027 09/30/2019
Opus Investment Management Inc.233,300$12,780 09/30/2019
     SCHD233,300$12,780 09/30/2019
JJJ Advisors Inc.220,380$12,072 09/30/2019
     SCHD220,380$12,072 09/30/2019
Capital Advantage Inc.212,022$11,615 09/30/2019
     SCHD212,022$11,615 09/30/2019
Howard Financial Services LTD.210,385$11,525 09/30/2019
     SCHD210,385$11,525 09/30/2019
Fundamentun LLC209,603$11,482 09/30/2019
     SCHD209,603$11,482 09/30/2019
Citigroup Inc.198,659$10,883 09/30/2019
     SCHD198,659$10,883 09/30/2019
Keystone Financial Planning Inc.193,623$10,607 09/30/2019
     SCHD193,623$10,607 09/30/2019
KCM Investment Advisors LLC183,732$10,065 09/30/2019
     SCHD183,732$10,065 09/30/2019
Charles Schwab Trust Co179,946$9,730 09/30/2019
     SCHD179,946$9,730 09/30/2019
Planning Alternatives Ltd. ADV168,566$9,234 09/30/2019
     SCHD168,566$9,234 09/30/2019
First National Corp MA ADV160,998$8,819 09/30/2019
     SCHD160,998$8,819 09/30/2019
First Command Advisory Services Inc.156,354$8,676 09/30/2019
     SCHD156,354$8,676 09/30/2019
HighTower Advisors LLC157,881$8,634 09/30/2019
     SCHD157,881$8,634 09/30/2019
Resource Management LLC156,149$8,553 09/30/2019
     SCHD156,149$8,553 09/30/2019
MML Investors Services LLC149,396$8,184 09/30/2019
     SCHD149,396$8,184 09/30/2019
Acorn Wealth Advisors LLC143,405$8,115 09/30/2019
     SCHD143,405$8,115 09/30/2019
CCG Wealth Management LLC146,918$8,048 09/30/2019
     SCHD146,918$8,048 09/30/2019
Manning & Napier Group LLC143,003$7,833 09/30/2019
     SCHD143,003$7,833 09/30/2019
WealthPLAN Partners LLC138,102$7,815 09/30/2019
     SCHD138,102$7,815 09/30/2019
Pittenger & Anderson Inc.142,389$7,800 09/30/2019
     SCHD142,389$7,800 09/30/2019
Kohmann Bosshard Financial Services LLC135,092$7,400 09/30/2019
     SCHD135,092$7,400 09/30/2019
United Capital Financial Advisers LLC134,586$7,373 09/30/2019
     SCHD134,586$7,373 09/30/2019
Shorepoint Capital Partners LLC134,244$7,354 09/30/2019
     SCHD134,244$7,354 09/30/2019
SVA Wealth Management LLC130,252$7,135 09/30/2019
     SCHD130,252$7,135 09/30/2019
Courage Miller Partners LLC129,431$7,090 09/30/2019
     SCHD129,431$7,090 09/30/2019
McMahon Financial Advisors LLC127,749$6,998 09/30/2019
     SCHD127,749$6,998 09/30/2019
Regal Investment Advisors LLC121,222$6,641 09/30/2019
     SCHD121,222$6,641 09/30/2019
Vaughan David Investments LLC IL118,336$6,482 09/30/2019
     SCHD118,336$6,482 09/30/2019
Leavell Investment Management Inc.115,309$6,317 09/30/2019
     SCHD115,309$6,317 09/30/2019
Barnett & Company Inc.113,571$6,221 09/30/2019
     SCHD113,571$6,221 09/30/2019
Vista Private Wealth Partners. LLC113,724$6,203 09/30/2019
     SCHD113,724$6,203 09/30/2019
Jane Street Group LLC108,616$5,950 09/30/2019
     SCHD108,616$5,950 09/30/2019
Royal Bank of Canada107,963$5,915 09/30/2019
     SCHD107,963$5,915 09/30/2019
Cardan Capital Partners LLC107,044$5,864 09/30/2019
     SCHD107,044$5,864 09/30/2019
Legacy Private Trust Co.105,150$5,760 09/30/2019
     SCHD105,150$5,760 09/30/2019
Valley National Advisers Inc.104,205$5,708 09/30/2019
     SCHD104,205$5,708 09/30/2019
JNBA Financial Advisors96,197$5,270 09/30/2019
     SCHD96,197$5,270 09/30/2019
AJ Wealth Strategies LLC94,020$5,150 09/30/2019
     SCHD94,020$5,150 09/30/2019
Sharkey Howes & Javer93,495$5,122 09/30/2019
     SCHD93,495$5,122 09/30/2019
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.93,095$5,100 09/30/2019
     SCHD93,095$5,100 09/30/2019
Smithfield Trust Co.90,410$4,952 09/30/2019
     SCHD90,410$4,952 09/30/2019
NBT Bank N A NY90,235$4,943 09/30/2019
     SCHD90,235$4,943 09/30/2019
Baird Financial Group Inc.88,092$4,826 09/30/2019
     SCHD88,092$4,826 09/30/2019
Patriot Investment Management Inc.88,887$4,781 09/30/2019
     SCHD88,887$4,781 09/30/2019
CRA Financial Services LLC87,219$4,778 09/30/2019
     SCHD87,219$4,778 09/30/2019
Smithbridge Asset Management Inc. DE81,626$4,471 09/30/2019
     SCHD81,626$4,471 09/30/2019
Northwestern Mutual Wealth Management Co.81,270$4,452 09/30/2019
     SCHD81,270$4,452 09/30/2019
Noven Financial Group Inc.81,247$4,451 09/30/2019
     SCHD81,247$4,451 09/30/2019
Baystate Wealth Management LLC79,150$4,336 09/30/2019
     SCHD79,150$4,336 09/30/2019
Brown Advisory Inc.78,949$4,325 09/30/2019
     SCHD78,949$4,325 09/30/2019
SevenBridge Financial Group LLC78,342$4,292 09/30/2019
     SCHD78,342$4,292 09/30/2019
First Allied Advisory Services Inc.78,091$4,279 09/30/2019
     SCHD78,091$4,279 09/30/2019
Koshinski Asset Management Inc.77,513$4,246 09/30/2019
     SCHD77,513$4,246 09/30/2019
Resources Investment Advisors LLC.77,294$4,234 09/30/2019
     SCHD77,294$4,234 09/30/2019
Alpha Omega Wealth Management LLC73,359$4,178 09/30/2019
     SCHD73,359$4,178 09/30/2019
IFP Advisors Inc75,839$4,140 09/30/2019
     SCHD75,839$4,140 09/30/2019
Spectrum Management Group Inc.75,420$4,132 09/30/2019
     SCHD75,420$4,132 09/30/2019
Private Advisor Group LLC74,787$4,112 09/30/2019
     SCHD74,787$4,112 09/30/2019
LVW Advisors LLC73,644$4,034 09/30/2019
     SCHD73,644$4,034 09/30/2019
Arden Trust Co73,345$4,017 09/30/2019
     SCHD73,345$4,017 09/30/2019
Northstar Group Inc.69,184$3,790 09/30/2019
     SCHD69,184$3,790 09/30/2019
D.B. Root & Company LLC68,860$3,772 09/30/2019
     SCHD68,860$3,772 09/30/2019
Strategic Family Wealth Counselors L.L.C.68,617$3,759 09/30/2019
     SCHD68,617$3,759 09/30/2019
Elwood & Goetz Wealth Advisory Group LLC68,115$3,731 09/30/2019
     SCHD68,115$3,731 09/30/2019
SNS Financial Group LLC65,918$3,611 09/30/2019
     SCHD65,918$3,611 09/30/2019
BCJ Capital Management LLC63,882$3,499 09/30/2019
     SCHD63,882$3,499 09/30/2019
Newport Wealth Strategies Inc.63,821$3,496 09/30/2019
     SCHD63,821$3,496 09/30/2019
Planning Directions Inc.63,628$3,486 09/30/2019
     SCHD63,628$3,486 09/30/2019
PFG Advisors64,533$3,442 09/30/2019
     SCHD64,533$3,442 09/30/2019
Burleson & Company LLC62,124$3,425 09/30/2019
     SCHD62,124$3,425 09/30/2019
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
First Merchants Corp61,876$3,389 09/30/2019
     SCHD61,876$3,389 09/30/2019
Northwest Investment Counselors LLC60,739$3,327 09/30/2019
     SCHD60,739$3,327 09/30/2019
JRM Investment Counsel LLC57,748$3,163 09/30/2019
     SCHD57,748$3,163 09/30/2019
BB&T Securities LLC57,369$3,140 09/30/2019
     SCHD57,369$3,140 09/30/2019
AdvisorNet Financial Inc57,208$3,134 09/30/2019
     SCHD57,208$3,134 09/30/2019
Regentatlantic Capital LLC56,726$3,107 09/30/2019
     SCHD56,726$3,107 09/30/2019
Sigma Planning Corp55,750$3,054 09/30/2019
     SCHD55,750$3,054 09/30/2019
Roundview Capital LLC55,454$3,038 09/30/2019
     SCHD55,454$3,038 09/30/2019
Financial Advocates Investment Management55,195$3,024 09/30/2019
     SCHD55,195$3,024 09/30/2019
Maxim Capital Management LLC54,398$2,980 09/30/2019
     SCHD54,398$2,980 09/30/2019
Stockman Wealth Management Inc.54,212$2,970 09/30/2019
     SCHD54,212$2,970 09/30/2019
Fagan Associates Inc.53,331$2,921 09/30/2019
     SCHD53,331$2,921 09/30/2019
Kalos Management Inc.51,582$2,919 09/30/2019
     SCHD51,582$2,919 09/30/2019
OLD Dominion Capital Management Inc.53,207$2,915 09/30/2019
     SCHD53,207$2,915 09/30/2019
Roof Eidam & Maycock ADV53,119$2,910 09/30/2019
     SCHD53,119$2,910 09/30/2019
Patton Albertson Miller Group LLC53,098$2,909 09/30/2019
     SCHD53,098$2,909 09/30/2019
Goldman Sachs Group Inc.52,303$2,865 09/30/2019
     SCHD52,303$2,865 09/30/2019
Hillview Capital Advisors LLC53,500$2,862 06/30/2019
     SCHD53,500$2,862 06/30/2019
Susquehanna International Group LLP $2,854 09/30/2019
     Call85,200$4,667 09/30/2019
     Put44,800$2,454 09/30/2019
     SCHD11,710$641 09/30/2019
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
JT Stratford LLC50,447$2,763 09/30/2019
     SCHD50,447$2,763 09/30/2019
Bouchey Financial Group Ltd49,821$2,729 09/30/2019
     SCHD49,821$2,729 09/30/2019
D L Carlson Investment Group Inc.49,012$2,685 09/30/2019
     SCHD49,012$2,685 09/30/2019
Financial Sense Advisors Inc.48,207$2,641 09/30/2019
     SCHD48,207$2,641 09/30/2019
Ausdal Financial Partners Inc.46,882$2,568 09/30/2019
     SCHD46,882$2,568 09/30/2019
Clear Perspective Advisors LLC45,189$2,475 09/30/2019
     SCHD45,189$2,475 09/30/2019
Summit Financial Wealth Advisors LLC45,345$2,470 09/30/2019
     SCHD45,345$2,470 09/30/2019
Juncture Wealth Strategies LLC44,433$2,434 09/30/2019
     SCHD44,433$2,434 09/30/2019
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
Frontier Investment Mgmt Co.42,226$2,313 09/30/2019
     SCHD42,226$2,313 09/30/2019
Captrust Financial Advisors41,860$2,293 09/30/2019
     SCHD41,860$2,293 09/30/2019
Janney Montgomery Scott LLC41,597$2,279 09/30/2019
     SCHD41,597$2,279 09/30/2019
SeaCrest Wealth Management LLC41,057$2,249 09/30/2019
     SCHD41,057$2,249 09/30/2019
Allen Capital Group LLC42,084$2,244 09/30/2019
     SCHD42,084$2,244 09/30/2019
Cypress Capital Management LLC39,350$2,156 09/30/2019
     SCHD39,350$2,156 09/30/2019
Mutual Advisors LLC38,957$2,134 09/30/2019
     SCHD38,957$2,134 09/30/2019
Financial Consulate Inc.38,906$2,131 09/30/2019
     SCHD38,906$2,131 09/30/2019
Sound View Wealth Advisors Group LLC38,604$2,115 09/30/2019
     SCHD38,604$2,115 09/30/2019
Nikulski Financial Inc.38,253$2,084 09/30/2019
     SCHD38,253$2,084 09/30/2019
Northwest Capital Management Inc37,909$2,077 09/30/2019
     SCHD37,909$2,077 09/30/2019
Providence Wealth Advisors LLC36,955$2,024 09/30/2019
     SCHD36,955$2,024 09/30/2019
CIBC Private Wealth Group LLC36,766$2,014 09/30/2019
     SCHD36,766$2,014 09/30/2019
Scott & Selber Inc.36,305$1,989 09/30/2019
     SCHD36,305$1,989 09/30/2019
Miracle Mile Advisors LLC36,066$1,976 09/30/2019
     SCHD36,066$1,976 09/30/2019
Principle Wealth Partners LLC35,847$1,964 09/30/2019
     SCHD35,847$1,964 09/30/2019
Thrivent Financial for Lutherans35,189$1,928 09/30/2019
     SCHD35,189$1,928 09/30/2019
Cambridge Advisors Inc.35,062$1,921 09/30/2019
     SCHD35,062$1,921 09/30/2019
Texas Yale Capital Corp.33,882$1,856 09/30/2019
     SCHD33,882$1,856 09/30/2019
BHK Investment Advisors LLC33,500$1,835 09/30/2019
     SCHD33,500$1,835 09/30/2019
Swaine & Leidel Wealth Services LLC33,108$1,814 09/30/2019
     SCHD33,108$1,814 09/30/2019
Broadleaf Partners LLC32,425$1,776 09/30/2019
     SCHD32,425$1,776 09/30/2019
Creative Planning32,287$1,769 09/30/2019
     SCHD32,287$1,769 09/30/2019
Apriem Advisors32,005$1,753 09/30/2019
     SCHD32,005$1,753 09/30/2019
Pacific Edge Advisors LLC31,710$1,737 09/30/2019
     SCHD31,710$1,737 09/30/2019
Cetera Advisors LLC31,794$1,730 09/30/2019
     SCHD31,794$1,730 09/30/2019
McAdam LLC31,363$1,718 09/30/2019
     SCHD31,363$1,718 09/30/2019
Rocky Mountain Advisers LLC31,334$1,716 09/30/2019
     SCHD31,334$1,716 09/30/2019
Sowell Financial Services LLC30,907$1,693 09/30/2019
     SCHD30,907$1,693 09/30/2019
Raymond James & Associates30,866$1,691 09/30/2019
     SCHD30,866$1,691 09/30/2019
B & T Capital Management DBA Alpha Capital Management30,796$1,687 09/30/2019
     SCHD30,796$1,687 09/30/2019
Capital Investment Advisors LLC30,245$1,657 09/30/2019
     SCHD30,245$1,657 09/30/2019
Naples Global Advisors LLC29,353$1,608 09/30/2019
     SCHD29,353$1,608 09/30/2019
CapWealth Advisors LLC28,959$1,586 09/30/2019
     SCHD28,959$1,586 09/30/2019
AE Wealth Management LLC28,494$1,561 09/30/2019
     SCHD28,494$1,561 09/30/2019
Sage Financial Group Inc.28,423$1,557 09/30/2019
     SCHD28,423$1,557 09/30/2019
Asset Dedication LLC28,024$1,536 09/30/2019
     SCHD28,024$1,536 09/30/2019
Trustcore Financial Services LLC27,686$1,517 09/30/2019
     SCHD27,686$1,517 09/30/2019
Asset Planning Services Ltd.27,536$1,508 09/30/2019
     SCHD27,536$1,508 09/30/2019
Eidelman Virant Capital27,022$1,480 09/30/2019
     SCHD27,022$1,480 09/30/2019
Highland Private Wealth Management26,969$1,477 09/30/2019
     SCHD26,969$1,477 09/30/2019
Pacific Wealth Strategies Group Inc.26,746$1,465 09/30/2019
     SCHD26,746$1,465 09/30/2019
Cedar Brook Financial Partners LLC26,478$1,450 09/30/2019
     SCHD26,478$1,450 09/30/2019
Opes Wealth Management LLC26,344$1,443 09/30/2019
     SCHD26,344$1,443 09/30/2019
Capital Wealth Planning LLC26,022$1,433 09/30/2019
     SCHD26,022$1,433 09/30/2019
CWM LLC26,149$1,432 09/30/2019
     SCHD26,149$1,432 09/30/2019
Barometer Capital Management Inc.26,000$1,424 09/30/2019
     SCHD26,000$1,424 09/30/2019
Almanack Investment Partners LLC.25,915$1,420 09/30/2019
     SCHD25,915$1,420 09/30/2019
Wagner Bowman Management Corp25,707$1,408 09/30/2019
     SCHD25,707$1,408 09/30/2019
Hayden Royal LLC25,585$1,407 09/30/2019
     SCHD25,585$1,407 09/30/2019
Keating Investment Counselors Inc.25,570$1,401 09/30/2019
     SCHD25,570$1,401 09/30/2019
Secrest Blakey & Associates LLC25,052$1,372 09/30/2019
     SCHD25,052$1,372 09/30/2019
Hurlow Wealth Management Group Inc.25,135$1,366 09/30/2019
     SCHD25,135$1,366 09/30/2019
Johnson Financial Group Inc.24,717$1,354 09/30/2019
     SCHD24,717$1,354 09/30/2019
Stratos Wealth Partners LTD.24,725$1,354 09/30/2019
     SCHD24,725$1,354 09/30/2019
King Luther Capital Management Corp24,422$1,338 09/30/2019
     SCHD24,422$1,338 09/30/2019
Armor Investment Advisors LLC24,401$1,337 09/30/2019
     SCHD24,401$1,337 09/30/2019
Atria Investments LLC24,164$1,324 09/30/2019
     SCHD24,164$1,324 09/30/2019
Cypress Wealth Services LLC24,099$1,320 09/30/2019
     SCHD24,099$1,320 09/30/2019
Lehman & Derafelo Financial Resources LLC23,884$1,308 09/30/2019
     SCHD23,884$1,308 09/30/2019
Carroll Financial Associates Inc.23,655$1,295 09/30/2019
     SCHD23,655$1,295 09/30/2019
Sheets Smith Wealth Management23,622$1,294 09/30/2019
     SCHD23,622$1,294 09/30/2019
Parametric Portfolio Associates LLC23,200$1,271 09/30/2019
     SCHD23,200$1,271 09/30/2019
Wills Financial Group Inc.23,065$1,263 09/30/2019
     SCHD23,065$1,263 09/30/2019
Mirador Capital Partners LP22,999$1,260 09/30/2019
     SCHD22,999$1,260 09/30/2019
Flagship Harbor Advisors LLC22,971$1,258 09/30/2019
     SCHD22,971$1,258 09/30/2019
Pinnacle Associates Ltd.22,851$1,252 09/30/2019
     SCHD22,851$1,252 09/30/2019
Strategic Wealth Advisors Group LLC22,844$1,243 09/30/2019
     SCHD22,844$1,243 09/30/2019
Chesapeake Wealth Management22,406$1,227 09/30/2019
     SCHD22,406$1,227 09/30/2019
MCF Advisors LLC22,386$1,226 09/30/2019
     SCHD22,386$1,226 09/30/2019
BOK Financial Private Wealth Inc.22,355$1,225 09/30/2019
     SCHD22,355$1,225 09/30/2019
Bank of New York Mellon Corp22,051$1,208 09/30/2019
     SCHD22,051$1,208 09/30/2019
Western Wealth Management LLC21,562$1,180 09/30/2019
     SCHD21,562$1,180 09/30/2019
Brasada Capital Management LP21,296$1,167 09/30/2019
     SCHD21,296$1,167 09/30/2019
Laurel Wealth Advisors Inc.21,300$1,167 09/30/2019
     SCHD21,300$1,167 09/30/2019
Hoylecohen LLC21,125$1,157 09/30/2019
     SCHD21,125$1,157 09/30/2019
Silver Lake Advisory LLC20,908$1,145 09/30/2019
     SCHD20,908$1,145 09/30/2019
Alliance Wealth Management Group20,446$1,120 09/30/2019
     SCHD20,446$1,120 09/30/2019
Towercrest Capital Management20,446$1,120 09/30/2019
     SCHD20,446$1,120 09/30/2019
Genesee Capital Advisors LLC20,356$1,115 09/30/2019
     SCHD20,356$1,115 09/30/2019
Weaver Consulting Group20,327$1,114 09/30/2019
     SCHD20,327$1,114 09/30/2019
Marquette Asset Management LLC20,089$1,100 09/30/2019
     SCHD20,089$1,100 09/30/2019
Liberty Capital Management Inc.19,952$1,093 09/30/2019
     SCHD19,952$1,093 09/30/2019
RKL Wealth Management LLC19,907$1,091 09/30/2019
     SCHD19,907$1,091 09/30/2019
Blue Bell Private Wealth Management LLC19,579$1,073 09/30/2019
     SCHD19,579$1,073 09/30/2019
Harborview Advisors LLC19,507$1,069 09/30/2019
     SCHD19,507$1,069 09/30/2019
Stony Point Wealth Management Inc.19,363$1,061 09/30/2019
     SCHD19,363$1,061 09/30/2019
AlphaStar Capital Management LLC19,065$1,044 09/30/2019
     SCHD19,065$1,044 09/30/2019
Stadion Money Management LLC18,882$1,034 09/30/2019
     SCHD18,882$1,034 09/30/2019
Stearns Financial Services Group18,441$1,010 09/30/2019
     SCHD18,441$1,010 09/30/2019
Private Capital Group LLC18,329$1,004 09/30/2019
     SCHD18,329$1,004 09/30/2019
Ackerman Capital Advisors LLC18,065$990 09/30/2019
     SCHD18,065$990 09/30/2019
Summit Wealth & Retirement Planning Inc.18,045$988 09/30/2019
     SCHD18,045$988 09/30/2019
Evanson Asset Management LLC17,864$979 09/30/2019
     SCHD17,864$979 09/30/2019
GHP Investment Advisors Inc.17,813$976 09/30/2019
     SCHD17,813$976 09/30/2019
Private Capital Management LLC17,733$971 09/30/2019
     SCHD17,733$971 09/30/2019
Atlas Capital Advisors LLC17,617$965 09/30/2019
     SCHD17,617$965 09/30/2019
Centaurus Financial Inc.17,516$960 09/30/2019
     SCHD17,516$960 09/30/2019
Strategic Financial Group LLC17,261$946 09/30/2019
     SCHD17,261$946 09/30/2019
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
Garrison Asset Management LLC16,653$912 09/30/2019
     SCHD16,653$912 09/30/2019
Lakeview Capital Partners LLC16,630$911 09/30/2019
     SCHD16,630$911 09/30/2019
Van Cleef Asset Management Inc16,497$904 09/30/2019
     SCHD16,497$904 09/30/2019
Atlantic Union Bankshares Corp15,673$859 09/30/2019
     SCHD15,673$859 09/30/2019
Edge Wealth Management LLC15,656$857 09/30/2019
     SCHD15,656$857 09/30/2019
JPMorgan Chase & Co.15,614$855 09/30/2019
     SCHD15,614$855 09/30/2019
IMA Wealth Inc.15,610$855 09/30/2019
     SCHD15,610$855 09/30/2019
Carnick & Kubik Group LLC15,515$850 09/30/2019
     SCHD15,515$850 09/30/2019
Millennium Management LLC15,366$841 09/30/2019
     SCHD15,366$841 09/30/2019
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
Financial Architects Inc15,217$834 09/30/2019
     SCHD15,217$834 09/30/2019
Avantax Advisory Services Inc.15,047$823 09/30/2019
     SCHD15,047$823 09/30/2019
Maple Capital Management Inc.14,823$812 09/30/2019
     SCHD14,823$812 09/30/2019
Great Valley Advisor Group Inc.14,696$804 09/30/2019
     SCHD14,696$804 09/30/2019
Chevy Chase Trust Holdings Inc.14,563$797 09/30/2019
     SCHD14,563$797 09/30/2019
SWS Partners13,924$793 09/30/2019
     SCHD13,924$793 09/30/2019
Bartlett & Co. LLC14,277$782 09/30/2019
     SCHD14,277$782 09/30/2019
Capital Investment Advisory Services LLC14,122$774 09/30/2019
     SCHD14,122$774 09/30/2019
WT Wealth Management14,010$767 09/30/2019
     SCHD14,010$767 09/30/2019
GW Henssler & Associates Ltd.13,856$759 09/30/2019
     SCHD13,856$759 09/30/2019
Murphy Middleton Hinkle & Parker Inc.13,570$743 09/30/2019
     SCHD13,570$743 09/30/2019
Smart Money Group LLC13,522$741 09/30/2019
     SCHD13,522$741 09/30/2019
Rench Wealth Management Inc.13,397$734 09/30/2019
     SCHD13,397$734 09/30/2019
Frontier Wealth Management LLC13,341$731 09/30/2019
     SCHD13,341$731 09/30/2019
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
Johnson Investment Counsel Inc.13,288$728 09/30/2019
     SCHD13,288$728 09/30/2019
Concorde Asset Management LLC13,079$716 09/30/2019
     SCHD13,079$716 09/30/2019
US Bancorp DE13,026$713 09/30/2019
     SCHD13,026$713 09/30/2019
Welch & Forbes LLC12,850$704 09/30/2019
     SCHD12,850$704 09/30/2019
HBK Sorce Advisory LLC12,708$696 09/30/2019
     SCHD12,708$696 09/30/2019
Stifel Financial Corp12,652$692 09/30/2019
     SCHD12,652$692 09/30/2019
FormulaFolio Investments LLC12,503$685 09/30/2019
     SCHD12,503$685 09/30/2019
YorkBridge Wealth Partners LLC12,248$671 09/30/2019
     SCHD12,248$671 09/30/2019
Carmichael Hill & Associates Inc.12,124$664 09/30/2019
     SCHD12,124$664 09/30/2019
Hamel Associates Inc.12,061$661 09/30/2019
     SCHD12,061$661 09/30/2019
Proequities Inc.12,048$660 09/30/2019
     SCHD12,048$660 09/30/2019
Total Investment Management Inc.11,942$654 09/30/2019
     SCHD11,942$654 09/30/2019
Guidant Wealth Advisors11,929$653 09/30/2019
     SCHD11,929$653 09/30/2019
MONECO Advisors LLC11,926$653 09/30/2019
     SCHD11,926$653 09/30/2019
Meridian Wealth Management LLC11,443$627 09/30/2019
     SCHD11,443$627 09/30/2019
Duncker Streett & Co. Inc.11,329$621 09/30/2019
     SCHD11,329$621 09/30/2019
Strategic Capital Advisers Inc.11,189$613 09/30/2019
     SCHD11,189$613 09/30/2019
Kovack Advisors Inc.11,037$605 09/30/2019
     SCHD11,037$605 09/30/2019
Truewealth LLC10,913$598 09/30/2019
     SCHD10,913$598 09/30/2019
Kavar Capital Partners LLC10,815$592 09/30/2019
     SCHD10,815$592 09/30/2019
Raub Brock Capital Management LP10,588$580 09/30/2019
     SCHD10,588$580 09/30/2019
Beacon Pointe Wealth Advisors LLC10,488$580 09/30/2019
     SCHD10,488$580 09/30/2019
Martin Capital Partners LLC10,526$577 09/30/2019
     SCHD10,526$577 09/30/2019
Kiley Juergens Wealth Management LLC10,464$573 09/30/2019
     SCHD10,464$573 09/30/2019
Cedar Wealth Management LLC10,431$571 09/30/2019
     SCHD10,431$571 09/30/2019
Sequoia Financial Advisors LLC9,976$547 09/30/2019
     SCHD9,976$547 09/30/2019
Thoroughbred Financial Services LLC9,958$546 09/30/2019
     SCHD9,958$546 09/30/2019
Jefferies Group LLC9,925$544 09/30/2019
     SCHD9,925$544 09/30/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC9,780$535 09/30/2019
     SCHD9,780$535 09/30/2019
Mid Atlantic Financial Management Inc. ADV9,704$532 09/30/2019
     SCHD9,704$532 09/30/2019
TRUE Private Wealth Advisors9,725$532 09/30/2019
     SCHD9,725$532 09/30/2019
Mycio Wealth Partners LLC9,696$531 09/30/2019
     SCHD9,696$531 09/30/2019
Sei Investments Co.9,712$528 09/30/2019
     SCHD9,712$528 09/30/2019
Beaumont Financial Partners LLC9,627$527 09/30/2019
     SCHD9,627$527 09/30/2019
Cetera Advisor Networks LLC9,558$524 09/30/2019
     SCHD9,558$524 09/30/2019
New England Guild Wealth Advisors Inc.9,384$514 09/30/2019
     SCHD9,384$514 09/30/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management9,304$510 09/30/2019
     SCHD9,304$510 09/30/2019
Joseph P. Lucia & Associates LLC9,143$501 09/30/2019
     SCHD9,143$501 09/30/2019
Suntrust Banks Inc.9,121$499 09/30/2019
     SCHD9,121$499 09/30/2019
Plancorp LLC9,070$497 09/30/2019
     SCHD9,070$497 09/30/2019
Intersect Capital LLC9,027$494 09/30/2019
     SCHD9,027$494 09/30/2019
Gradient Capital Advisors LLC9,007$493 09/30/2019
     SCHD9,007$493 09/30/2019
Sawgrass Asset Management LLC8,980$492 09/30/2019
     SCHD8,980$492 09/30/2019
Lido Advisors LLC8,989$492 09/30/2019
     SCHD8,989$492 09/30/2019
Advisory Services Network LLC9,019$479 09/30/2019
     SCHD9,019$479 09/30/2019
NEXT Financial Group Inc8,622$472 09/30/2019
     SCHD8,622$472 09/30/2019
CLS Investments LLC8,496$465 09/30/2019
     SCHD8,496$465 09/30/2019
UMA Financial Services Inc.8,131$463 09/30/2019
     SCHD8,131$463 09/30/2019
Bailard Inc.8,393$460 09/30/2019
     SCHD8,393$460 09/30/2019
Whitnell & Co.8,389$460 09/30/2019
     SCHD8,389$460 09/30/2019
American Money Management LLC8,344$457 09/30/2019
     SCHD8,344$457 09/30/2019
Coastal Bridge Advisors LLC8,193$449 09/30/2019
     SCHD8,193$449 09/30/2019
IFG Advisory LLC8,186$448 09/30/2019
     SCHD8,186$448 09/30/2019
Beacon Pointe Advisors LLC8,140$448 09/30/2019
     SCHD8,140$448 09/30/2019
Change Path LLC8,067$442 09/30/2019
     SCHD8,067$442 09/30/2019
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
Good Life Advisors LLC7,972$439 09/30/2019
     SCHD7,972$439 09/30/2019
Baldwin Investment Management LLC7,950$436 09/30/2019
     SCHD7,950$436 09/30/2019
Clarius Group LLC7,962$436 09/30/2019
     SCHD7,962$436 09/30/2019
361 Capital LLC7,929$434 09/30/2019
     SCHD7,929$434 09/30/2019
Ellevest Inc.7,920$434 09/30/2019
     SCHD7,920$434 09/30/2019
Sontag Advisory LLC7,931$434 09/30/2019
     SCHD7,931$434 09/30/2019
FMR LLC7,820$428 09/30/2019
     SCHD7,820$428 09/30/2019
Bay Colony Advisory Group Inc d b a Bay Colony Advisors7,792$427 09/30/2019
     SCHD7,792$427 09/30/2019
Keystone Financial Group7,768$426 09/30/2019
     SCHD7,768$426 09/30/2019
Rainey & Randall Investment Management Inc.7,736$424 09/30/2019
     SCHD7,736$424 09/30/2019
Aspiriant LLC7,711$422 09/30/2019
     SCHD7,711$422 09/30/2019
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
Obermeyer Wood Investment Counsel Lllp7,569$415 09/30/2019
     SCHD7,569$415 09/30/2019
C M Bidwell & Associates Ltd.7,549$414 09/30/2019
     SCHD7,549$414 09/30/2019
North Star Asset Management Inc.7,495$411 09/30/2019
     SCHD7,495$411 09/30/2019
Windham Capital Management LLC7,500$411 09/30/2019
     SCHD7,500$411 09/30/2019
Papp L Roy & Associates7,406$406 09/30/2019
     SCHD7,406$406 09/30/2019
Segall Bryant & Hamill LLC7,361$403 09/30/2019
     SCHD7,361$403 09/30/2019
Alley Co LLC7,290$399 09/30/2019
     SCHD7,290$399 09/30/2019
Holderness Investments Co.7,206$395 09/30/2019
     SCHD7,206$395 09/30/2019
WMS Partners LLC7,207$395 09/30/2019
     SCHD7,207$395 09/30/2019
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
National Asset Management Inc.7,176$394 09/30/2019
     SCHD7,176$394 09/30/2019
Kanawha Capital Management LLC7,173$393 09/30/2019
     SCHD7,173$393 09/30/2019
River Wealth Advisors LLC7,139$391 09/30/2019
     SCHD7,139$391 09/30/2019
Whitener Capital Management Inc.7,115$389 09/30/2019
     SCHD7,115$389 09/30/2019
Ancora Advisors LLC7,031$385 09/30/2019
     SCHD7,031$385 09/30/2019
Madden Advisory Services Inc.6,998$383 09/30/2019
     SCHD6,998$383 09/30/2019
Nadler Financial Group Inc.6,932$380 09/30/2019
     SCHD6,932$380 09/30/2019
New England Private Wealth Advisors LLC6,732$370 09/30/2019
     SCHD6,732$370 09/30/2019
Private Portfolio Partners LLC6,729$369 09/30/2019
     SCHD6,729$369 09/30/2019
Barrett Asset Management LLC6,725$368 09/30/2019
     SCHD6,725$368 09/30/2019
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
Boston Private Wealth LLC6,647$364 09/30/2019
     SCHD6,647$364 09/30/2019
Clarkston Capital Partners LLC6,642$363 09/30/2019
     SCHD6,642$363 09/30/2019
Signaturefd LLC6,577$360 09/30/2019
     SCHD6,577$360 09/30/2019
Segment Wealth Management LLC6,574$360 09/30/2019
     SCHD6,574$360 09/30/2019
Strategic Blueprint LLC6,575$360 09/30/2019
     SCHD6,575$360 09/30/2019
Bridger Capital Management LLC6,461$354 09/30/2019
     SCHD6,461$354 09/30/2019
Boys Arnold & Co. Inc.6,366$347 09/30/2019
     SCHD6,366$347 09/30/2019
CWA Asset Management Group LLC6,357$346 09/30/2019
     SCHD6,357$346 09/30/2019
Foster & Motley Inc.6,238$342 09/30/2019
     SCHD6,238$342 09/30/2019
Oppenheimer & Co. Inc.6,233$341 09/30/2019
     SCHD6,233$341 09/30/2019
Salomon & Ludwin LLC6,194$339 09/30/2019
     SCHD6,194$339 09/30/2019
Patten & Patten Inc. TN6,159$337 09/30/2019
     SCHD6,159$337 09/30/2019
Belpointe Asset Management LLC6,321$335 06/30/2019
     SCHD6,321$335 06/30/2019
Sheaff Brock Investment Advisors LLC6,077$333 09/30/2019
     SCHD6,077$333 09/30/2019
SignalPoint Asset Management LLC6,032$330 09/30/2019
     SCHD6,032$330 09/30/2019
QCI Asset Management Inc. NY6,000$329 09/30/2019
     SCHD6,000$329 09/30/2019
Cetera Investment Advisers5,895$323 09/30/2019
     SCHD5,895$323 09/30/2019
Successful Portfolios LLC5,893$323 09/30/2019
     SCHD5,893$323 09/30/2019
RFG Advisory LLC5,823$319 09/30/2019
     SCHD5,823$319 09/30/2019
Bronfman E.L. Rothschild L.P.5,789$317 09/30/2019
     SCHD5,789$317 09/30/2019
GeoWealth Management LLC5,775$316 09/30/2019
     SCHD5,775$316 09/30/2019
Tranquility Partners LLC5,774$316 09/30/2019
     SCHD5,774$316 09/30/2019
Rikoon Group LLC5,708$313 09/30/2019
     SCHD5,708$313 09/30/2019
Toth Financial Advisory Corp5,684$311 09/30/2019
     SCHD5,684$311 09/30/2019
Independent Advisor Alliance5,474$311 09/30/2019
     SCHD5,474$311 09/30/2019
Mengis Capital Management Inc.5,664$310 09/30/2019
     SCHD5,664$310 09/30/2019
Cobblestone Capital Advisors LLC NY5,506$302 09/30/2019
     SCHD5,506$302 09/30/2019
Alerus Financial NA5,498$301 09/30/2019
     SCHD5,498$301 09/30/2019
Retirement Planning Group5,492$301 09/30/2019
     SCHD5,492$301 09/30/2019
Apollon Wealth Management LLC5,371$294 09/30/2019
     SCHD5,371$294 09/30/2019
MUFG Americas Holdings Corp5,327$292 09/30/2019
     SCHD5,327$292 09/30/2019
Sanchez Wealth Management Group5,276$289 09/30/2019
     SCHD5,276$289 09/30/2019
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
Buckingham Capital Management Inc.5,222$286 09/30/2019
     SCHD5,222$286 09/30/2019
Godsey & Gibb Associates5,177$284 09/30/2019
     SCHD5,177$284 09/30/2019
PNC Financial Services Group Inc.5,160$282 09/30/2019
     SCHD5,160$282 09/30/2019
First Financial Corp IN4,925$270 09/30/2019
     SCHD4,925$270 09/30/2019
Kingfisher Capital LLC4,923$270 09/30/2019
     SCHD4,923$270 09/30/2019
Headinvest LLC4,815$264 09/30/2019
     SCHD4,815$264 09/30/2019
Ironwood Investment Counsel LLC4,762$260 09/30/2019
     SCHD4,762$260 09/30/2019
Gradient Investments LLC4,737$260 09/30/2019
     SCHD4,737$260 09/30/2019
Betterment LLC4,891$260 09/30/2019
     SCHD4,891$260 09/30/2019
Confluence Wealth Management LLC4,716$258 09/30/2019
     SCHD4,716$258 09/30/2019
Lowe Brockenbrough & Co. Inc.4,689$257 09/30/2019
     SCHD4,689$257 09/30/2019
LifePlan Financial Group Inc4,637$254 09/30/2019
     SCHD4,637$254 09/30/2019
Benjamin F. Edwards & Company Inc.4,611$253 09/30/2019
     SCHD4,611$253 09/30/2019
Weik Capital Management4,600$252 09/30/2019
     SCHD4,600$252 09/30/2019
Diversified Trust Co4,525$248 09/30/2019
     SCHD4,525$248 09/30/2019
Busey Wealth Management4,474$245 09/30/2019
     SCHD4,474$245 09/30/2019
Relaxing Retirement Coach4,480$245 09/30/2019
     SCHD4,480$245 09/30/2019
Front Row Advisors LLC4,423$242 09/30/2019
     SCHD4,423$242 09/30/2019
Windsor Group LTD4,527$240 09/30/2019
     SCHD4,527$240 09/30/2019
Vigilant Capital Management LLC4,349$238 09/30/2019
     SCHD4,349$238 09/30/2019
First Heartland Consultants Inc.4,294$235 09/30/2019
     SCHD4,294$235 09/30/2019
Phocas Financial Corp.4,240$232 09/30/2019
     SCHD4,240$232 09/30/2019
Heritage Wealth Advisors4,244$232 09/30/2019
     SCHD4,244$232 09/30/2019
Wilbanks Smith & Thomas Asset Management LLC4,154$228 09/30/2019
     SCHD4,154$228 09/30/2019
Zeke Capital Advisors LLC4,145$227 09/30/2019
     SCHD4,145$227 09/30/2019
Fort Pitt Capital Group LLC4,104$225 09/30/2019
     SCHD4,104$225 09/30/2019
Security National Bank of SO Dak4,089$224 09/30/2019
     SCHD4,089$224 09/30/2019
Rain Capital Management LLC4,076$223 09/30/2019
     SCHD4,076$223 09/30/2019
Wetherby Asset Management Inc.4,035$221 09/30/2019
     SCHD4,035$221 09/30/2019
Paulson Wealth Management Inc.4,043$221 09/30/2019
     SCHD4,043$221 09/30/2019
Cerity Partners LLC4,029$220 09/30/2019
     SCHD4,029$220 09/30/2019
FTB Advisors Inc.4,016$220 09/30/2019
     SCHD4,016$220 09/30/2019
Appleton Partners Inc. MA3,896$213 09/30/2019
     SCHD3,896$213 09/30/2019
Capital Analysts LLC3,818$209 09/30/2019
     SCHD3,818$209 09/30/2019
Delta Asset Management LLC TN3,804$208 09/30/2019
     SCHD3,804$208 09/30/2019
Cadinha & Co. LLC3,800$208 09/30/2019
     SCHD3,800$208 09/30/2019
BLB&B Advisors LLC3,765$206 09/30/2019
     SCHD3,765$206 09/30/2019
Leuthold Group LLC3,746$205 09/30/2019
     SCHD3,746$205 09/30/2019
Peak Asset Management LLC3,737$205 09/30/2019
     SCHD3,737$205 09/30/2019
Krilogy Financial LLC3,734$205 09/30/2019
     SCHD3,734$205 09/30/2019
Franklin Parlapiano Turner & Welch LLC3,700$203 09/30/2019
     SCHD3,700$203 09/30/2019
Intercontinental Wealth Advisors LLC3,700$203 09/30/2019
     SCHD3,700$203 09/30/2019
Fulcrum Capital LLC3,710$203 09/30/2019
     SCHD3,710$203 09/30/2019
Cabana LLC3,679$202 09/30/2019
     SCHD3,679$202 09/30/2019
First Wilshire Securities Management Inc.3,675$201 09/30/2019
     SCHD3,675$201 09/30/2019
Cornerstone Wealth Management LLC3,670$201 09/30/2019
     SCHD3,670$201 09/30/2019
Stokes Capital Advisors LLC3,645$200 09/30/2019
     SCHD3,645$200 09/30/2019
Parallel Advisors LLC3,319$182 09/30/2019
     SCHD3,319$182 09/30/2019
Ameritas Investment Corp3,295$181 09/30/2019
     SCHD3,295$181 09/30/2019
Bank of Montreal Can3,230$177 09/30/2019
     SCHD3,230$177 09/30/2019
Steward Partners Investment Advisory LLC2,988$163 09/30/2019
     SCHD2,988$163 09/30/2019
Executive Wealth Management LLC2,896$158 09/30/2019
     SCHD2,896$158 09/30/2019
Deutsche Bank AG2,848$156 09/30/2019
     SCHD2,848$156 09/30/2019
Personal Wealth Partners2,628$144 09/30/2019
     SCHD2,628$144 09/30/2019
Lenox Wealth Advisors LLC2,525$138 09/30/2019
     SCHD2,525$138 09/30/2019
Horan Capital Management2,284$125 09/30/2019
     SCHD2,284$125 09/30/2019
Hudock Capital Group LLC2,272$124 09/30/2019
     SCHD2,272$124 09/30/2019
Sullivan Bruyette Speros & Blaney LLC2,182$120 09/30/2019
     SCHD2,182$120 09/30/2019
First Personal Financial Services2,138$117 09/30/2019
     SCHD2,138$117 09/30/2019
Cypress Capital Management LLC WY 2,092$115 09/30/2019
     SCHD2,092$115 09/30/2019
Brand Asset Management Group Inc.2,107$115 09/30/2019
     SCHD2,107$115 09/30/2019
D Orazio & Associates Inc.1,979$108 09/30/2019
     SCHD1,979$108 09/30/2019
Price Wealth LLC1,940$106 09/30/2019
     SCHD1,940$106 09/30/2019
Shine Investment Advisory Services Inc.1,801$99 09/30/2019
     SCHD1,801$99 09/30/2019
Sandy Spring Bank1,793$98 09/30/2019
     SCHD1,793$98 09/30/2019
Jacobi Capital Management LLC1,750$96 09/30/2019
     SCHD1,750$96 09/30/2019
Pflug Koory LLC1,693$93 09/30/2019
     SCHD1,693$93 09/30/2019
Salem Investment Counselors Inc.1,627$89 09/30/2019
     SCHD1,627$89 09/30/2019
Roble Belko & Company Inc1,573$86 09/30/2019
     SCHD1,573$86 09/30/2019
Valeo Financial Advisors LLC1,569$86 09/30/2019
     SCHD1,569$86 09/30/2019
Laurel Wealth Advisors LLC1,577$86 09/30/2019
     SCHD1,577$86 09/30/2019
Creative Financial Designs Inc. ADV1,543$82 09/30/2019
     SCHD1,543$82 09/30/2019
Oppenheimer Asset Management Inc.1,435$79 09/30/2019
     SCHD1,435$79 09/30/2019
Allworth Financial LP1,414$77 09/30/2019
     SCHD1,414$77 09/30/2019
Prestige Wealth Management Group LLC1,379$76 09/30/2019
     SCHD1,379$76 09/30/2019
Pinnacle Bank1,325$73 09/30/2019
     SCHD1,325$73 09/30/2019
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
HM Payson & Co.910$50 09/30/2019
     SCHD910$50 09/30/2019
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
Glenmede Trust Co. NA807$44 09/30/2019
     SCHD807$44 09/30/2019
UBS Asset Management Americas Inc.781$43 09/30/2019
     SCHD781$43 09/30/2019
Liberty Wealth Management LLC784$43 09/30/2019
     SCHD784$43 09/30/2019
Private Ocean LLC750$42 09/30/2019
     SCHD750$42 09/30/2019
Huntington National Bank689$38 09/30/2019
     SCHD689$38 09/30/2019
Aptus Capital Advisors LLC678$37 09/30/2019
     SCHD678$37 09/30/2019
Sonora Investment Management LLC631$35 09/30/2019
     SCHD631$35 09/30/2019
LS Investment Advisors LLC634$35 09/30/2019
     SCHD634$35 09/30/2019
Larson Financial Group LLC587$32 09/30/2019
     SCHD587$32 09/30/2019
BlackRock Inc.562$31 09/30/2019
     SCHD562$31 09/30/2019
SRS Capital Advisors Inc.481$26 09/30/2019
     SCHD481$26 09/30/2019
FinTrust Capital Advisors LLC464$25 09/30/2019
     SCHD464$25 09/30/2019
Berman Capital Advisors LLC447$24 09/30/2019
     SCHD447$24 09/30/2019
Prime Capital Investment Advisors LLC428$23 09/30/2019
     SCHD428$23 09/30/2019
Certified Advisory Corp420$23 09/30/2019
     SCHD420$23 09/30/2019
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
Vectors Research Management LLC400$22 09/30/2019
     SCHD400$22 09/30/2019
Farmers & Merchants Investments Inc.375$21 09/30/2019
     SCHD375$21 09/30/2019
Burt Wealth Advisors358$20 09/30/2019
     SCHD358$20 09/30/2019
Strategic Wealth Partners Ltd.355$19 09/30/2019
     SCHD355$19 09/30/2019
Plante Moran Financial Advisors LLC337$18 09/30/2019
     SCHD337$18 09/30/2019
Mark Sheptoff Financial Planning LLC325$18 09/30/2019
     SCHD325$18 09/30/2019
Whittier Trust Co.291$16 09/30/2019
     SCHD291$16 09/30/2019
Oakworth Capital Inc.299$16 09/30/2019
     SCHD299$16 09/30/2019
BerganKDV Wealth Management LLC284$16 09/30/2019
     SCHD284$16 09/30/2019
Webster Bank N. A.265$15 09/30/2019
     SCHD265$15 09/30/2019
Optimum Investment Advisors259$14 09/30/2019
     SCHD259$14 09/30/2019
Advisory Alpha LLC260$14 09/30/2019
     SCHD260$14 09/30/2019
Ironwood Financial llc253$14 09/30/2019
     SCHD253$14 09/30/2019
Emerald Investment Partners LLC260$14 09/30/2019
     SCHD260$14 09/30/2019
Northern Oak Wealth Management Inc.235$13 09/30/2019
     SCHD235$13 09/30/2019
Evensky & Katz LLC236$13 09/30/2019
     SCHD236$13 09/30/2019
McIlrath & Eck LLC231$13 09/30/2019
     SCHD231$13 09/30/2019
Cutler Group LP $12 09/30/2019
     Call5,100$12 09/30/2019
     Put700$0 09/30/2019
Elmwood Wealth Management Inc.225$12 09/30/2019
     SCHD225$12 09/30/2019
Gemmer Asset Management LLC200$11 09/30/2019
     SCHD200$11 09/30/2019
Jackson Grant Investment Advisers Inc.204$11 09/30/2019
     SCHD204$11 09/30/2019
RPG Investment Advisory LLC140$8 09/30/2019
     SCHD140$8 09/30/2019
Blair William & Co. IL122$7 09/30/2019
     SCHD122$7 09/30/2019
Usca Ria LLC131$7 09/30/2019
     SCHD131$7 09/30/2019
Selective Wealth Management Inc.120$7 09/30/2019
     SCHD120$7 09/30/2019
Ameritas Investment Partners Inc.125$6 09/30/2019
     SCHD125$6 09/30/2019
Quantum Capital Management101$6 09/30/2019
     SCHD101$6 09/30/2019
Institutional & Family Asset Management LLC94$5 09/30/2019
     SCHD94$5 09/30/2019
Assetmark Inc.73$4 09/30/2019
     SCHD73$4 09/30/2019
Sound Income Strategies LLC64$4 09/30/2019
     SCHD64$4 09/30/2019
Baldwin Brothers Inc. MA49$3 09/30/2019
     SCHD49$3 09/30/2019
Next Capital Management LLC47$3 09/30/2019
     SCHD47$3 09/30/2019
Lake Point Wealth Management48$3 06/30/2019
     SCHD48$3 06/30/2019
Tortoise Investment Management LLC30$2 09/30/2019
     SCHD30$2 09/30/2019
Glassman Wealth Services42$2 09/30/2019
     SCHD42$2 09/30/2019
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
JFS Wealth Advisors LLC25$1 09/30/2019
     SCHD25$1 09/30/2019
Accurate Investment Solutions Inc.25$1 09/30/2019
     SCHD25$1 09/30/2019
Simplex Trading LLC7$-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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