HoldingsChannel.com
Funds Holding SCHG
HolderAmountPosition Size
($ in 1000's)
 As of
Financial Engines Advisors L.L.C.11,595,284$964,851 06/30/2019
     SCHG11,595,284$964,851 06/30/2019
Envestnet Asset Management Inc.11,084,769$931,231 09/30/2019
     SCHG11,084,769$931,231 09/30/2019
Honkamp Krueger Financial Services Inc.3,957,211$333,712 06/30/2019
     SCHG3,957,211$333,712 06/30/2019
Mather Group LLC.1,556,604$129,525 06/30/2019
     SCHG1,556,604$129,525 06/30/2019
Fund Evaluation Group LLC1,378,707$114,722 06/30/2019
     SCHG1,378,707$114,722 06/30/2019
Mariner LLC1,187,370$98,801 06/30/2019
     SCHG1,187,370$98,801 06/30/2019
Ladenburg Thalmann Financial Services Inc.1,027,741$85,546 06/30/2019
     SCHG1,027,741$85,546 06/30/2019
United Capital Financial Advisers LLC884,676$73,614 06/30/2019
     SCHG884,676$73,614 06/30/2019
Marquette Asset Management LLC849,509$70,688 06/30/2019
     SCHG849,509$70,688 06/30/2019
LPL Financial LLC719,499$59,870 06/30/2019
     SCHG719,499$59,870 06/30/2019
Resources Investment Advisors LLC.666,332$55,446 06/30/2019
     SCHG666,332$55,446 06/30/2019
Sei Investments Co.660,539$54,923 06/30/2019
     SCHG660,539$54,923 06/30/2019
BB&T Securities LLC582,134$48,439 06/30/2019
     SCHG582,134$48,439 06/30/2019
Krilogy Financial LLC578,089$48,103 06/30/2019
     SCHG578,089$48,103 06/30/2019
Parsec Financial Management Inc.391,041$32,539 06/30/2019
     SCHG391,041$32,539 06/30/2019
Raymond James Financial Services Advisors Inc.390,913$32,528 06/30/2019
     SCHG390,913$32,528 06/30/2019
McAdam LLC367,987$30,915 09/30/2019
     SCHG367,987$30,915 09/30/2019
Cliftonlarsonallen Wealth Advisors LLC363,516$30,539 09/30/2019
     SCHG363,516$30,539 09/30/2019
Enterprise Financial Services Corp364,988$30,370 06/30/2019
     SCHG364,988$30,370 06/30/2019
Assetmark Inc.345,267$28,730 06/30/2019
     SCHG345,267$28,730 06/30/2019
Financial Management Professionals Inc.311,337$26,155 09/30/2019
     SCHG311,337$26,155 09/30/2019
Roof Advisory Group Inc.303,965$25,292 06/30/2019
     SCHG303,965$25,292 06/30/2019
Gratus Capital LLC300,084$24,970 06/30/2019
     SCHG300,084$24,970 06/30/2019
Wells Fargo & Company MN287,113$23,891 06/30/2019
     SCHG287,113$23,891 06/30/2019
Gemmer Asset Management LLC275,561$23,150 09/30/2019
     SCHG275,561$23,150 09/30/2019
Commonwealth Equity Services LLC275,930$22,960 06/30/2019
     SCHG275,930$22,960 06/30/2019
Financial Counselors Inc.272,603$22,683 06/30/2019
     SCHG272,603$22,683 06/30/2019
HHM Wealth Advisors LLC262,104$21,810 06/30/2019
     SCHG262,104$21,810 06/30/2019
MUFG Americas Holdings Corp258,354$21,498 06/30/2019
     SCHG258,354$21,498 06/30/2019
Thrivent Financial for Lutherans236,876$19,710 06/30/2019
     SCHG236,876$19,710 06/30/2019
Mokosak Advisory Group LLC234,078$19,665 09/30/2019
     SCHG234,078$19,665 09/30/2019
Morgan Stanley236,062$19,643 06/30/2019
     SCHG236,062$19,643 06/30/2019
Cambridge Investment Research Advisors Inc.230,913$19,214 06/30/2019
     SCHG230,913$19,214 06/30/2019
Summit Wealth & Retirement Planning Inc.229,114$19,065 06/30/2019
     SCHG229,114$19,065 06/30/2019
Appleton Group LLC213,804$17,962 09/30/2019
     SCHG213,804$17,962 09/30/2019
Mercer Global Advisors Inc. ADV211,778$17,622 06/30/2019
     SCHG211,778$17,622 06/30/2019
Piershale Financial Group Inc.205,879$17,131 06/30/2019
     SCHG205,879$17,131 06/30/2019
Ameriprise Financial Inc.199,573$16,615 06/30/2019
     SCHG199,573$16,615 06/30/2019
ProVise Management Group LLC197,989$16,475 06/30/2019
     SCHG197,989$16,475 06/30/2019
Colton Groome Financial Advisors LLC196,482$16,349 06/30/2019
     SCHG196,482$16,349 06/30/2019
Summit Asset Management LLC192,085$15,983 06/30/2019
     SCHG192,085$15,983 06/30/2019
Kelman Lazarov Inc.185,977$15,624 09/30/2019
     SCHG185,977$15,624 09/30/2019
Reitz Capital Advisors LLC182,837$15,360 09/30/2019
     SCHG182,837$15,360 09/30/2019
Bank of America Corp DE183,011$15,229 06/30/2019
     SCHG183,011$15,229 06/30/2019
Vista Private Wealth Partners. LLC175,550$14,744 09/30/2019
     SCHG175,550$14,744 09/30/2019
Millennium Management LLC806,820$14,474 06/30/2019
     SCHG806,820$14,474 06/30/2019
Marshall Financial Group Inc. ADV161,018$13,398 06/30/2019
     SCHG161,018$13,398 06/30/2019
UBS Group AG160,619$13,365 06/30/2019
     SCHG160,619$13,365 06/30/2019
Hengehold Capital Management LLC157,645$13,118 06/30/2019
     SCHG157,645$13,118 06/30/2019
Voya Financial Advisors Inc.152,859$12,649 06/30/2019
     SCHG152,859$12,649 06/30/2019
Spectrum Asset Management Inc. NB CA 151,929$12,642 06/30/2019
     SCHG151,929$12,642 06/30/2019
Jane Street Group LLC150,406$12,515 06/30/2019
     SCHG150,406$12,515 06/30/2019
Prime Capital Investment Advisors LLC146,845$12,219 06/30/2019
     SCHG146,845$12,219 06/30/2019
Nadler Financial Group Inc.136,664$11,481 09/30/2019
     SCHG136,664$11,481 09/30/2019
Northwestern Mutual Wealth Management Co.137,873$11,472 06/30/2019
     SCHG137,873$11,472 06/30/2019
Newport Wealth Strategies Inc.135,792$11,408 09/30/2019
     SCHG135,792$11,408 09/30/2019
MinichMacGregor Wealth Management LLC134,194$11,266 06/30/2019
     SCHG134,194$11,266 06/30/2019
Gladstone Institutional Advisory LLC134,712$11,209 06/30/2019
     SCHG134,712$11,209 06/30/2019
Opes Wealth Management LLC131,098$10,909 06/30/2019
     SCHG131,098$10,909 06/30/2019
Harborview Advisors LLC130,060$10,822 06/30/2019
     SCHG130,060$10,822 06/30/2019
GHP Investment Advisors Inc.129,682$10,791 06/30/2019
     SCHG129,682$10,791 06/30/2019
Pensionmark Financial Group LLC123,601$10,313 06/30/2019
     SCHG123,601$10,313 06/30/2019
Harvest Group Wealth Management LLC119,104$9,910 06/30/2019
     SCHG119,104$9,910 06/30/2019
Guidant Wealth Advisors105,127$8,832 09/30/2019
     SCHG105,127$8,832 09/30/2019
Stratos Wealth Advisors LLC106,123$8,831 06/30/2019
     SCHG106,123$8,831 06/30/2019
One Capital Management LLC105,549$8,783 06/30/2019
     SCHG105,549$8,783 06/30/2019
Covington Capital Management104,840$8,724 06/30/2019
     SCHG104,840$8,724 06/30/2019
LVW Advisors LLC103,217$8,589 06/30/2019
     SCHG103,217$8,589 06/30/2019
Strategic Wealth Advisors Group LLC101,245$8,441 06/30/2019
     SCHG101,245$8,441 06/30/2019
USAdvisors Wealth Management LLC100,559$8,368 06/30/2019
     SCHG100,559$8,368 06/30/2019
Captrust Financial Advisors93,295$7,782 06/30/2019
     SCHG93,295$7,782 06/30/2019
Newman Dignan & Sheerar Inc.91,925$7,649 06/30/2019
     SCHG91,925$7,649 06/30/2019
Coldstream Capital Management Inc.91,778$7,637 06/30/2019
     SCHG91,778$7,637 06/30/2019
Financial Advisory Service Inc.91,057$7,577 06/30/2019
     SCHG91,057$7,577 06/30/2019
HighTower Advisors LLC91,092$7,555 06/30/2019
     SCHG91,092$7,555 06/30/2019
B & T Capital Management DBA Alpha Capital Management89,138$7,417 06/30/2019
     SCHG89,138$7,417 06/30/2019
Cetera Advisor Networks LLC87,628$7,286 06/30/2019
     SCHG87,628$7,286 06/30/2019
MML Investors Services LLC86,857$7,227 06/30/2019
     SCHG86,857$7,227 06/30/2019
Clark Capital Management Group Inc.79,258$6,595 06/30/2019
     SCHG79,258$6,595 06/30/2019
Pacific Wealth Strategies Group Inc.76,797$6,452 09/30/2019
     SCHG76,797$6,452 09/30/2019
Curbstone Financial Management Corp75,988$6,384 09/30/2019
     SCHG75,988$6,384 09/30/2019
Total Wealth Planning LLC75,682$6,297 06/30/2019
     SCHG75,682$6,297 06/30/2019
AlphaStar Capital Management LLC73,953$6,154 06/30/2019
     SCHG73,953$6,154 06/30/2019
Cetera Investment Advisers73,182$6,085 06/30/2019
     SCHG73,182$6,085 06/30/2019
Madden Advisory Services Inc.70,663$5,879 06/30/2019
     SCHG70,663$5,879 06/30/2019
Advisory Alpha LLC68,409$5,796 06/30/2019
     SCHG68,409$5,796 06/30/2019
Royal Bank of Canada68,007$5,658 06/30/2019
     SCHG68,007$5,658 06/30/2019
Strategic Family Wealth Counselors L.L.C.66,420$5,580 09/30/2019
     SCHG66,420$5,580 09/30/2019
Pinkerton Retirement Specialists LLC65,653$5,463 06/30/2019
     SCHG65,653$5,463 06/30/2019
RKL Wealth Management LLC65,307$5,437 06/30/2019
     SCHG65,307$5,437 06/30/2019
Schneider Downs Wealth Management Advisors LP63,935$5,320 06/30/2019
     SCHG63,935$5,320 06/30/2019
AJ Wealth Strategies LLC60,580$5,041 06/30/2019
     SCHG60,580$5,041 06/30/2019
Shorepoint Capital Partners LLC59,894$4,984 06/30/2019
     SCHG59,894$4,984 06/30/2019
Legacy Financial Strategies LLC58,303$4,983 06/30/2019
     SCHG58,303$4,983 06/30/2019
Secrest Blakey & Associates LLC59,547$4,967 06/30/2019
     SCHG59,547$4,967 06/30/2019
Homrich & Berg59,122$4,920 06/30/2019
     SCHG59,122$4,920 06/30/2019
Lincoln Capital Corp58,036$4,829 06/30/2019
     SCHG58,036$4,829 06/30/2019
Cetera Advisors LLC57,355$4,771 06/30/2019
     SCHG57,355$4,771 06/30/2019
Wilbanks Smith & Thomas Asset Management LLC56,542$4,705 06/30/2019
     SCHG56,542$4,705 06/30/2019
Garde Capital Inc.54,816$4,561 06/30/2019
     SCHG54,816$4,561 06/30/2019
Sigma Planning Corp52,454$4,365 06/30/2019
     SCHG52,454$4,365 06/30/2019
First Personal Financial Services51,745$4,347 09/30/2019
     SCHG51,745$4,347 09/30/2019
Valentine Ventures LLC51,966$4,324 06/30/2019
     SCHG51,966$4,324 06/30/2019
Condor Capital Management51,608$4,294 06/30/2019
     SCHG51,608$4,294 06/30/2019
CRA Financial Services LLC51,405$4,277 06/30/2019
     SCHG51,405$4,277 06/30/2019
Starfire Investment Advisers Inc.49,677$4,173 09/30/2019
     SCHG49,677$4,173 09/30/2019
Financial Services Advisory Inc49,473$4,156 09/30/2019
     SCHG49,473$4,156 09/30/2019
Relaxing Retirement Coach49,309$4,103 06/30/2019
     SCHG49,309$4,103 06/30/2019
Private Advisor Group LLC47,546$3,956 06/30/2019
     SCHG47,546$3,956 06/30/2019
Stratos Wealth Partners LTD.47,375$3,942 06/30/2019
     SCHG47,375$3,942 06/30/2019
JFS Wealth Advisors LLC47,086$3,918 06/30/2019
     SCHG47,086$3,918 06/30/2019
Moneta Group Investment Advisors LLC46,725$3,888 06/30/2019
     SCHG46,725$3,888 06/30/2019
Q3 Asset Management67,068$3,836 06/30/2019
     SCHG67,068$3,836 06/30/2019
SeaCrest Wealth Management LLC45,247$3,801 09/30/2019
     SCHG45,247$3,801 09/30/2019
Sage Financial Group Inc.44,430$3,697 06/30/2019
     SCHG44,430$3,697 06/30/2019
Ogorek Anthony Joseph NY ADV43,039$3,615 09/30/2019
     SCHG43,039$3,615 09/30/2019
Koshinski Asset Management Inc.40,809$3,396 06/30/2019
     SCHG40,809$3,396 06/30/2019
Advisor Group Inc.39,481$3,285 06/30/2019
     SCHG39,481$3,285 06/30/2019
Courage Miller Partners LLC39,256$3,266 06/30/2019
     SCHG39,256$3,266 06/30/2019
Foster Victor Wealth Advisors LLC38,719$3,240 09/30/2019
     SCHG38,719$3,240 09/30/2019
South Texas Money Management Ltd.38,343$3,191 06/30/2019
     SCHG38,343$3,191 06/30/2019
Mountain Capital Investment Advisors Inc37,181$3,113 06/30/2019
     SCHG37,181$3,113 06/30/2019
Premia Global Advisors LLC36,866$3,067 06/30/2019
     SCHG36,866$3,067 06/30/2019
IMA Wealth Inc.36,283$3,019 06/30/2019
     SCHG36,283$3,019 06/30/2019
Institute for Wealth Management LLC.36,089$3,003 06/30/2019
     SCHG36,089$3,003 06/30/2019
Burleson & Company LLC35,523$2,992 06/30/2019
     SCHG35,523$2,992 06/30/2019
Colony Group LLC35,819$2,980 06/30/2019
     SCHG35,819$2,980 06/30/2019
US Bancorp DE35,565$2,959 06/30/2019
     SCHG35,565$2,959 06/30/2019
Clearwater Capital Advisors LLC35,526$2,956 06/30/2019
     SCHG35,526$2,956 06/30/2019
Old Port Advisors35,044$2,942 09/30/2019
     SCHG35,044$2,942 09/30/2019
Rainey & Randall Investment Management Inc.34,531$2,901 09/30/2019
     SCHG34,531$2,901 09/30/2019
Reilly Financial Advisors LLC34,322$2,883 09/30/2019
     SCHG34,322$2,883 09/30/2019
Cambridge Advisors Inc.33,384$2,778 06/30/2019
     SCHG33,384$2,778 06/30/2019
SJA Financial Advisory LLC33,027$2,748 06/30/2019
     SCHG33,027$2,748 06/30/2019
Financial Advisors Network Inc.33,044$2,717 06/30/2019
     SCHG33,044$2,717 06/30/2019
Joseph P. Lucia & Associates LLC32,151$2,701 09/30/2019
     SCHG32,151$2,701 09/30/2019
Balentine LLC32,400$2,696 06/30/2019
     SCHG32,400$2,696 06/30/2019
Kalos Management Inc.31,642$2,654 06/30/2019
     SCHG31,642$2,654 06/30/2019
Santori & Peters Inc.31,410$2,638 09/30/2019
     SCHG31,410$2,638 09/30/2019
Cahill Financial Advisors Inc.31,040$2,583 06/30/2019
     SCHG31,040$2,583 06/30/2019
Lcnb Corp30,586$2,545 06/30/2019
     SCHG30,586$2,545 06/30/2019
Albion Financial Group UT30,247$2,517 06/30/2019
     SCHG30,247$2,517 06/30/2019
Bartlett & Co. LLC29,521$2,456 06/30/2019
     SCHG29,521$2,456 06/30/2019
Blackhawk Capital Partners LLC.29,481$2,453 06/30/2019
     SCHG29,481$2,453 06/30/2019
Blue Chip Wealth Management Inc.28,800$2,419 09/30/2019
     SCHG28,800$2,419 09/30/2019
Managed Account Services Inc.28,024$2,377 06/30/2019
     SCHG28,024$2,377 06/30/2019
Smithbridge Asset Management Inc. DE27,896$2,344 09/30/2019
     SCHG27,896$2,344 09/30/2019
Cooper Haims Advisors LLC27,944$2,325 06/30/2019
     SCHG27,944$2,325 06/30/2019
GW Henssler & Associates Ltd.26,875$2,236 06/30/2019
     SCHG26,875$2,236 06/30/2019
Laurel Wealth Advisors Inc.26,806$2,230 06/30/2019
     SCHG26,806$2,230 06/30/2019
Focused Wealth Management Inc26,651$2,218 06/30/2019
     SCHG26,651$2,218 06/30/2019
Prestige Wealth Management Group LLC26,406$2,198 06/30/2019
     SCHG26,406$2,198 06/30/2019
Capital Wealth Planning LLC25,051$2,085 06/30/2019
     SCHG25,051$2,085 06/30/2019
Stearns Financial Services Group25,029$2,083 06/30/2019
     SCHG25,029$2,083 06/30/2019
Financial Architects Inc24,932$2,075 06/30/2019
     SCHG24,932$2,075 06/30/2019
Beacon Pointe Advisors LLC24,867$2,068 06/30/2019
     SCHG24,867$2,068 06/30/2019
AdvisorNet Financial Inc24,326$2,024 06/30/2019
     SCHG24,326$2,024 06/30/2019
Eagle Capital Management LLC23,892$2,007 09/30/2019
     SCHG23,892$2,007 09/30/2019
Dynamic Advisor Solutions LLC24,057$2,002 06/30/2019
     SCHG24,057$2,002 06/30/2019
Spence Asset Management23,332$1,960 09/30/2019
     SCHG23,332$1,960 09/30/2019
Asset Dedication LLC23,269$1,957 09/30/2019
     SCHG23,269$1,957 09/30/2019
First Allied Advisory Services Inc.23,329$1,941 06/30/2019
     SCHG23,329$1,941 06/30/2019
Legend Financial Advisors Inc.23,198$1,930 06/30/2019
     SCHG23,198$1,930 06/30/2019
Private Vista LLC23,126$1,926 06/30/2019
     SCHG23,126$1,926 06/30/2019
Strategic Advisors LLC22,412$1,883 09/30/2019
     SCHG22,412$1,883 09/30/2019
Creative Planning22,230$1,850 06/30/2019
     SCHG22,230$1,850 06/30/2019
Avestar Capital LLC22,589$1,850 06/30/2019
     SCHG22,589$1,850 06/30/2019
Allen Capital Group LLC22,173$1,845 06/30/2019
     SCHG22,173$1,845 06/30/2019
BHK Investment Advisors LLC21,623$1,799 06/30/2019
     SCHG21,623$1,799 06/30/2019
Peachtree Investment Partners LLC21,545$1,793 06/30/2019
     SCHG21,545$1,793 06/30/2019
Leicht Financial Planning & Wealth Management Inc.20,780$1,746 09/30/2019
     SCHG20,780$1,746 09/30/2019
Capital Investment Advisory Services LLC20,698$1,739 09/30/2019
     SCHG20,698$1,739 09/30/2019
Texas Yale Capital Corp.20,577$1,712 06/30/2019
     SCHG20,577$1,712 06/30/2019
Sequoia Financial Advisors LLC19,914$1,657 06/30/2019
     SCHG19,914$1,657 06/30/2019
SVA Wealth Management LLC19,560$1,628 06/30/2019
     SCHG19,560$1,628 06/30/2019
Advisory Services Network LLC19,390$1,613 06/30/2019
     SCHG19,390$1,613 06/30/2019
Private Capital Management LLC18,902$1,588 09/30/2019
     SCHG18,902$1,588 09/30/2019
Frontier Wealth Management LLC18,953$1,577 06/30/2019
     SCHG18,953$1,577 06/30/2019
PFG Advisors18,580$1,549 09/30/2019
     SCHG18,580$1,549 09/30/2019
Hoylecohen LLC18,517$1,541 06/30/2019
     SCHG18,517$1,541 06/30/2019
Sullivan Bruyette Speros & Blaney LLC18,426$1,533 06/30/2019
     SCHG18,426$1,533 06/30/2019
Susquehanna International Group LLP $1,424 06/30/2019
     SCHG12,824$1,067 06/30/2019
     Call7,900$657 06/30/2019
     Put3,600$300 06/30/2019
UMB Bank N A MO17,060$1,420 06/30/2019
     SCHG17,060$1,420 06/30/2019
Blue Bell Private Wealth Management LLC17,054$1,419 06/30/2019
     SCHG17,054$1,419 06/30/2019
Mutual Advisors LLC17,004$1,415 06/30/2019
     SCHG17,004$1,415 06/30/2019
Stony Point Wealth Management Inc.16,629$1,397 09/30/2019
     SCHG16,629$1,397 09/30/2019
Pinnacle Family Advisors LLC15,618$1,300 06/30/2019
     SCHG15,618$1,300 06/30/2019
Edge Capital Group LLC15,562$1,295 06/30/2019
     SCHG15,562$1,295 06/30/2019
AE Wealth Management LLC14,955$1,244 06/30/2019
     SCHG14,955$1,244 06/30/2019
Sharkey Howes & Javer14,699$1,223 06/30/2019
     SCHG14,699$1,223 06/30/2019
EP Wealth Advisors LLC14,343$1,194 06/30/2019
     SCHG14,343$1,194 06/30/2019
JMG Financial Group Ltd.14,312$1,191 06/30/2019
     SCHG14,312$1,191 06/30/2019
Beacon Pointe Wealth Advisors LLC13,097$1,089 06/30/2019
     SCHG13,097$1,089 06/30/2019
Goldman Sachs Group Inc.13,004$1,082 06/30/2019
     SCHG13,004$1,082 06/30/2019
Fagan Associates Inc.12,980$1,080 06/30/2019
     SCHG12,980$1,080 06/30/2019
Alliance Wealth Management Group12,937$1,076 06/30/2019
     SCHG12,937$1,076 06/30/2019
Towercrest Capital Management12,937$1,076 06/30/2019
     SCHG12,937$1,076 06/30/2019
Meridian Wealth Management LLC12,674$1,055 06/30/2019
     SCHG12,674$1,055 06/30/2019
Savant Capital LLC12,648$1,052 06/30/2019
     SCHG12,648$1,052 06/30/2019
Raymond James & Associates12,630$1,051 06/30/2019
     SCHG12,630$1,051 06/30/2019
Lincoln National Corp12,565$1,046 06/30/2019
     SCHG12,565$1,046 06/30/2019
Genesee Capital Advisors LLC12,436$1,044 09/30/2019
     SCHG12,436$1,044 09/30/2019
Shine Investment Advisory Services Inc.12,526$1,042 06/30/2019
     SCHG12,526$1,042 06/30/2019
First National Bank of Omaha12,198$1,015 06/30/2019
     SCHG12,198$1,015 06/30/2019
Liberty Capital Management Inc.12,057$1,013 09/30/2019
     SCHG12,057$1,013 09/30/2019
Edge Wealth Management LLC12,203$1,013 06/30/2019
     SCHG12,203$1,013 06/30/2019
Duncker Streett & Co. Inc.11,873$988 06/30/2019
     SCHG11,873$988 06/30/2019
Financial Advocates Investment Management11,867$987 06/30/2019
     SCHG11,867$987 06/30/2019
Lakeview Capital Partners LLC11,596$965 06/30/2019
     SCHG11,596$965 06/30/2019
Total Investment Management Inc.11,746$963 06/30/2019
     SCHG11,746$963 06/30/2019
FMR LLC11,511$958 06/30/2019
     SCHG11,511$958 06/30/2019
Windsor Group LTD11,315$950 06/30/2019
     SCHG11,315$950 06/30/2019
Linscomb & Williams Inc.11,249$936 06/30/2019
     SCHG11,249$936 06/30/2019
Ackerman Capital Advisors LLC10,997$924 09/30/2019
     SCHG10,997$924 09/30/2019
Atria Investments LLC11,163$920 06/30/2019
     SCHG11,163$920 06/30/2019
Berkshire Asset Management LLC PA10,897$915 09/30/2019
     SCHG10,897$915 09/30/2019
Carmichael Hill & Associates Inc.10,812$900 06/30/2019
     SCHG10,812$900 06/30/2019
Bristlecone Advisors LLC10,685$889 06/30/2019
     SCHG10,685$889 06/30/2019
Parkside Financial Bank & Trust10,501$874 06/30/2019
     SCHG10,501$874 06/30/2019
Boys Arnold & Co. Inc.10,280$855 06/30/2019
     SCHG10,280$855 06/30/2019
Well Done LLC9,974$838 09/30/2019
     SCHG9,974$838 09/30/2019
BCJ Capital Management LLC10,044$836 06/30/2019
     SCHG10,044$836 06/30/2019
Foothills Asset Management Ltd.9,898$832 09/30/2019
     SCHG9,898$832 09/30/2019
Cornercap Investment Counsel Inc.9,918$825 06/30/2019
     SCHG9,918$825 06/30/2019
Patton Albertson Miller Group LLC9,714$809 06/30/2019
     SCHG9,714$809 06/30/2019
Jentner Corp9,341$777 06/30/2019
     SCHG9,341$777 06/30/2019
Omega Financial Group LLC9,320$775 06/30/2019
     SCHG9,320$775 06/30/2019
Blair William & Co. IL8,776$730 06/30/2019
     SCHG8,776$730 06/30/2019
Nwam LLC8,621$724 09/30/2019
     SCHG8,621$724 09/30/2019
Cedar Brook Financial Partners LLC8,612$717 06/30/2019
     SCHG8,612$717 06/30/2019
Financial Advisors LLC8,544$711 06/30/2019
     SCHG8,544$711 06/30/2019
FC Advisory LLC8,383$707 06/30/2019
     SCHG8,383$707 06/30/2019
Diversified Trust Co8,390$705 09/30/2019
     SCHG8,390$705 09/30/2019
Cornerstone Wealth Management LLC8,306$692 06/30/2019
     SCHG8,306$692 06/30/2019
YorkBridge Wealth Partners LLC8,230$685 06/30/2019
     SCHG8,230$685 06/30/2019
Brand Asset Management Group Inc.8,147$684 09/30/2019
     SCHG8,147$684 09/30/2019
Taylor Cottrill Erickson & Associates Inc.8,180$681 06/30/2019
     SCHG8,180$681 06/30/2019
Proequities Inc.8,068$673 06/30/2019
     SCHG8,068$673 06/30/2019
Valley National Advisers Inc.8,066$671 06/30/2019
     SCHG8,066$671 06/30/2019
Bailard Inc.7,980$670 09/30/2019
     SCHG7,980$670 09/30/2019
Signaturefd LLC7,779$654 09/30/2019
     SCHG7,779$654 09/30/2019
Cerity Partners LLC7,845$653 06/30/2019
     SCHG7,845$653 06/30/2019
Good Life Advisors LLC7,794$649 06/30/2019
     SCHG7,794$649 06/30/2019
GenWealth Group Inc.7,662$643 09/30/2019
     SCHG7,662$643 09/30/2019
Papp L Roy & Associates7,541$627 06/30/2019
     SCHG7,541$627 06/30/2019
Apriem Advisors7,534$627 06/30/2019
     SCHG7,534$627 06/30/2019
Access Financial Services Inc.7,536$627 06/30/2019
     SCHG7,536$627 06/30/2019
Wealth Architects LLC7,442$619 06/30/2019
     SCHG7,442$619 06/30/2019
FormulaFolio Investments LLC7,437$619 06/30/2019
     SCHG7,437$619 06/30/2019
HBK Sorce Advisory LLC7,427$618 06/30/2019
     SCHG7,427$618 06/30/2019
Integrated Investment Consultants LLC7,400$616 06/30/2019
     SCHG7,400$616 06/30/2019
Jacobsen Capital Management7,408$616 06/30/2019
     SCHG7,408$616 06/30/2019
Princeton Global Asset Management LLC7,347$611 06/30/2019
     SCHG7,347$611 06/30/2019
Bronfman E.L. Rothschild L.P.7,213$600 06/30/2019
     SCHG7,213$600 06/30/2019
Domani Wealth LLC7,087$595 09/30/2019
     SCHG7,087$595 09/30/2019
Security National Bank of SO Dak7,085$590 06/30/2019
     SCHG7,085$590 06/30/2019
Citadel Advisors LLC7,046$586 06/30/2019
     SCHG7,046$586 06/30/2019
Csenge Advisory Group6,887$573 06/30/2019
     SCHG6,887$573 06/30/2019
Oarsman Capital Inc.6,737$561 06/30/2019
     SCHG6,737$561 06/30/2019
Johnson Investment Counsel Inc.6,581$547 06/30/2019
     SCHG6,581$547 06/30/2019
Altfest L J & Co. Inc.6,455$542 09/30/2019
     SCHG6,455$542 09/30/2019
Financial Life Advisors6,464$538 06/30/2019
     SCHG6,464$538 06/30/2019
Patriot Financial Group Insurance Agency LLC6,336$534 06/30/2019
     SCHG6,336$534 06/30/2019
CWM LLC6,317$526 06/30/2019
     SCHG6,317$526 06/30/2019
SNS Financial Group LLC6,275$522 06/30/2019
     SCHG6,275$522 06/30/2019
Burt Wealth Advisors6,250$520 06/30/2019
     SCHG6,250$520 06/30/2019
Northwest Capital Management Inc6,132$510 06/30/2019
     SCHG6,132$510 06/30/2019
Cutter & CO Brokerage Inc.6,008$500 06/30/2019
     SCHG6,008$500 06/30/2019
Chesapeake Wealth Management5,905$491 06/30/2019
     SCHG5,905$491 06/30/2019
Trustcore Financial Services LLC5,844$486 06/30/2019
     SCHG5,844$486 06/30/2019
Wealth Enhancement Advisory Services LLC5,637$485 06/30/2019
     SCHG5,637$485 06/30/2019
FinTrust Capital Advisors LLC5,729$477 06/30/2019
     SCHG5,729$477 06/30/2019
Renaissance Technologies LLC5,600$466 06/30/2019
     SCHG5,600$466 06/30/2019
Cable Hill Partners LLC5,560$463 06/30/2019
     SCHG5,560$463 06/30/2019
Heritage Wealth Advisors5,208$433 06/30/2019
     SCHG5,208$433 06/30/2019
Summit Financial Strategies Inc.5,206$433 06/30/2019
     SCHG5,206$433 06/30/2019
Ancora Advisors LLC5,196$432 06/30/2019
     SCHG5,196$432 06/30/2019
Asset Management Group Inc.5,121$426 06/30/2019
     SCHG5,121$426 06/30/2019
Destination Wealth Management5,082$423 06/30/2019
     SCHG5,082$423 06/30/2019
Acorn Wealth Advisors LLC5,001$419 06/30/2019
     SCHG5,001$419 06/30/2019
Chartist Inc. CA2,977$409 06/30/2019
     SCHG2,977$409 06/30/2019
Ausdal Financial Partners Inc.4,744$407 06/30/2019
     SCHG4,744$407 06/30/2019
Marietta Investment Partners LLC4,768$397 06/30/2019
     SCHG4,768$397 06/30/2019
STA Wealth Management LLC4,699$391 06/30/2019
     SCHG4,699$391 06/30/2019
Sun Life Financial INC4,570$380 06/30/2019
     SCHG4,570$380 06/30/2019
Arthur M. Cohen & Associates LLC4,530$377 06/30/2019
     SCHG4,530$377 06/30/2019
Meritage Portfolio Management4,517$376 06/30/2019
     SCHG4,517$376 06/30/2019
Badgley Phelps & Bell Inc.4,482$373 06/30/2019
     SCHG4,482$373 06/30/2019
Lutz Financial Services LLC4,451$370 06/30/2019
     SCHG4,451$370 06/30/2019
Valeo Financial Advisors LLC4,394$369 09/30/2019
     SCHG4,394$369 09/30/2019
Segment Wealth Management LLC4,418$368 06/30/2019
     SCHG4,418$368 06/30/2019
CIBC Private Wealth Group LLC4,372$367 09/30/2019
     SCHG4,372$367 09/30/2019
People s United Financial Inc.4,396$366 06/30/2019
     SCHG4,396$366 06/30/2019
Regent Investment Management LLC4,320$363 09/30/2019
     SCHG4,320$363 09/30/2019
Bridger Capital Management LLC4,335$361 06/30/2019
     SCHG4,335$361 06/30/2019
Lowe Brockenbrough & Co. Inc.4,329$360 06/30/2019
     SCHG4,329$360 06/30/2019
JJJ Advisors Inc.4,297$358 06/30/2019
     SCHG4,297$358 06/30/2019
Westbourne Investment Advisors Inc.4,286$357 06/30/2019
     SCHG4,286$357 06/30/2019
Stifel Financial Corp4,235$352 06/30/2019
     SCHG4,235$352 06/30/2019
Strategic Capital Advisers Inc.4,215$351 06/30/2019
     SCHG4,215$351 06/30/2019
Wealthsource Partners LLC4,197$349 06/30/2019
     SCHG4,197$349 06/30/2019
First Republic Investment Management Inc.4,171$347 06/30/2019
     SCHG4,171$347 06/30/2019
Centaurus Financial Inc.4,126$343 06/30/2019
     SCHG4,126$343 06/30/2019
Black Diamond Financial LLC4,023$335 06/30/2019
     SCHG4,023$335 06/30/2019
Riversedge Advisors LLC4,000$330 06/30/2019
     SCHG4,000$330 06/30/2019
Keystone Financial Group3,928$327 06/30/2019
     SCHG3,928$327 06/30/2019
We Are One Seven LLC3,854$324 09/30/2019
     SCHG3,854$324 09/30/2019
Murphy Middleton Hinkle & Parker Inc.3,848$323 09/30/2019
     SCHG3,848$323 09/30/2019
Tower Research Capital LLC TRC 3,875$322 06/30/2019
     SCHG3,875$322 06/30/2019
Asset Planning Services Ltd.3,853$321 06/30/2019
     SCHG3,853$321 06/30/2019
TCI Wealth Advisors Inc.3,795$319 09/30/2019
     SCHG3,795$319 09/30/2019
Pegasus Partners Ltd.3,826$318 06/30/2019
     SCHG3,826$318 06/30/2019
Hartline Investment Corp3,803$316 06/30/2019
     SCHG3,803$316 06/30/2019
Moneywise Inc.3,762$313 06/30/2019
     SCHG3,762$313 06/30/2019
Janney Montgomery Scott LLC3,743$311 06/30/2019
     SCHG3,743$311 06/30/2019
Zacks Investment Management3,724$310 06/30/2019
     SCHG3,724$310 06/30/2019
Evensky & Katz LLC3,701$308 06/30/2019
     SCHG3,701$308 06/30/2019
Broadleaf Partners LLC3,685$307 06/30/2019
     SCHG3,685$307 06/30/2019
Clifford Swan Investment Counsel LLC3,660$305 06/30/2019
     SCHG3,660$305 06/30/2019
Fifth Third Securities Inc.3,649$304 06/30/2019
     SCHG3,649$304 06/30/2019
Van Hulzen Asset Management LLC3,587$298 06/30/2019
     SCHG3,587$298 06/30/2019
Wealthquest Corp3,541$297 09/30/2019
     SCHG3,541$297 09/30/2019
Sawtooth Solutions LLC3,542$295 06/30/2019
     SCHG3,542$295 06/30/2019
Hoover Financial Advisors Inc.3,502$291 06/30/2019
     SCHG3,502$291 06/30/2019
D L Carlson Investment Group Inc.3,481$290 06/30/2019
     SCHG3,481$290 06/30/2019
National Asset Management Inc.3,467$290 06/30/2019
     SCHG3,467$290 06/30/2019
Intl Fcstone Inc.3,444$287 06/30/2019
     SCHG3,444$287 06/30/2019
SignalPoint Asset Management LLC3,394$285 09/30/2019
     SCHG3,394$285 09/30/2019
Level Four Advisory Services LLC3,425$285 06/30/2019
     SCHG3,425$285 06/30/2019
Keybank National Association OH3,405$283 06/30/2019
     SCHG3,405$283 06/30/2019
Tranquility Partners LLC3,348$279 06/30/2019
     SCHG3,348$279 06/30/2019
Buckingham Asset Management LLC3,332$277 06/30/2019
     SCHG3,332$277 06/30/2019
Montag & Caldwell LLC3,311$276 06/30/2019
     SCHG3,311$276 06/30/2019
Capital Investment Advisors LLC3,320$276 06/30/2019
     SCHG3,320$276 06/30/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,283$273 06/30/2019
     SCHG3,283$273 06/30/2019
Rocky Mountain Advisers LLC3,279$273 06/30/2019
     SCHG3,279$273 06/30/2019
Commerce Bank3,231$269 06/30/2019
     SCHG3,231$269 06/30/2019
Capital Directions Investment Advisors LLC3,225$268 06/30/2019
     SCHG3,225$268 06/30/2019
Change Path LLC3,156$263 06/30/2019
     SCHG3,156$263 06/30/2019
Patriot Investment Management Inc.3,151$262 06/30/2019
     SCHG3,151$262 06/30/2019
Tradewinds Capital Management LLC3,108$261 09/30/2019
     SCHG3,108$261 09/30/2019
Dorsey & Whitney Trust CO LLC3,140$261 06/30/2019
     SCHG3,140$261 06/30/2019
Kays Financial Advisory Corp ADV3,115$259 06/30/2019
     SCHG3,115$259 06/30/2019
Northern Trust Corp3,106$258 06/30/2019
     SCHG3,106$258 06/30/2019
Cabot Wealth Management Inc.3,013$251 06/30/2019
     SCHG3,013$251 06/30/2019
Golub Group LLC3,001$250 06/30/2019
     SCHG3,001$250 06/30/2019
Golden State Wealth Management LLC3,006$250 06/30/2019
     SCHG3,006$250 06/30/2019
Genovese Burford & Brothers Wealth & Retirement Plan Management LLC2,947$245 06/30/2019
     SCHG2,947$245 06/30/2019
Mirador Capital Partners LP2,948$245 06/30/2019
     SCHG2,948$245 06/30/2019
Youngs Advisory Group Inc.2,820$235 06/30/2019
     SCHG2,820$235 06/30/2019
RBA Wealth Management LLC2,808$234 06/30/2019
     SCHG2,808$234 06/30/2019
Columbus Macro LLC2,785$232 06/30/2019
     SCHG2,785$232 06/30/2019
Paradigm Financial Advisors LLC2,749$229 06/30/2019
     SCHG2,749$229 06/30/2019
Vaughan David Investments LLC IL2,739$228 06/30/2019
     SCHG2,739$228 06/30/2019
OLD National Bancorp IN2,733$227 06/30/2019
     SCHG2,733$227 06/30/2019
Pinnacle Financial Partners Inc.2,700$225 06/30/2019
     SCHG2,700$225 06/30/2019
Chicago Partners Investment Group LLC2,640$225 06/30/2019
     SCHG2,640$225 06/30/2019
ACG Wealth2,692$224 06/30/2019
     SCHG2,692$224 06/30/2019
Modera Wealth Management LLC2,665$222 06/30/2019
     SCHG2,665$222 06/30/2019
Private Asset Management Inc.2,630$221 09/30/2019
     SCHG2,630$221 09/30/2019
Massey Quick Simon & CO. LLC2,636$221 09/30/2019
     SCHG2,636$221 09/30/2019
Clear Investment Research LLC2,614$220 09/30/2019
     SCHG2,614$220 09/30/2019
Leavell Investment Management Inc.2,591$216 06/30/2019
     SCHG2,591$216 06/30/2019
SOL Capital Management CO2,580$215 06/30/2019
     SCHG2,580$215 06/30/2019
SevenBridge Financial Group LLC2,549$214 09/30/2019
     SCHG2,549$214 09/30/2019
Staley Capital Advisers Inc.2,552$212 06/30/2019
     SCHG2,552$212 06/30/2019
Parisi Gray Wealth Management2,388$201 09/30/2019
     SCHG2,388$201 09/30/2019
Lantz Financial LLC2,448$201 09/30/2019
     SCHG2,448$201 09/30/2019
Calton & Associates Inc.2,412$201 06/30/2019
     SCHG2,412$201 06/30/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC2,378$199 09/30/2019
     SCHG2,378$199 09/30/2019
Front Row Advisors LLC2,369$198 06/30/2019
     SCHG2,369$198 06/30/2019
NEXT Financial Group Inc2,276$191 09/30/2019
     SCHG2,276$191 09/30/2019
Whitener Capital Management Inc.2,089$173 06/30/2019
     SCHG2,089$173 06/30/2019
FTB Advisors Inc.1,997$166 06/30/2019
     SCHG1,997$166 06/30/2019
Proficio Capital Partners LLC2,000$166 06/30/2019
     SCHG2,000$166 06/30/2019
PNC Financial Services Group Inc.1,987$165 06/30/2019
     SCHG1,987$165 06/30/2019
IndexIQ Advisors LLC1,924$160 06/30/2019
     SCHG1,924$160 06/30/2019
Parallel Advisors LLC1,921$160 06/30/2019
     SCHG1,921$160 06/30/2019
Delta Asset Management LLC TN1,806$150 06/30/2019
     SCHG1,806$150 06/30/2019
Lenox Wealth Advisors LLC1,670$140 09/30/2019
     SCHG1,670$140 09/30/2019
Horan Capital Management1,680$139 06/30/2019
     SCHG1,680$139 06/30/2019
Flagship Harbor Advisors LLC1,550$128 06/30/2019
     SCHG1,550$128 06/30/2019
JPMorgan Chase & Co.1,531$127 06/30/2019
     SCHG1,531$127 06/30/2019
Permanens Capital L.P.1,405$117 06/30/2019
     SCHG1,405$117 06/30/2019
Ironwood Financial llc1,304$109 06/30/2019
     SCHG1,304$109 06/30/2019
Alpha Omega Wealth Management LLC1,223$102 06/30/2019
     SCHG1,223$102 06/30/2019
Pittenger & Anderson Inc.1,094$91 06/30/2019
     SCHG1,094$91 06/30/2019
CLS Investments LLC1,098$91 06/30/2019
     SCHG1,098$91 06/30/2019
Truewealth LLC1,045$88 09/30/2019
     SCHG1,045$88 09/30/2019
BDO Wealth Advisors LLC1,037$86 06/30/2019
     SCHG1,037$86 06/30/2019
Steward Partners Investment Advisory LLC994$82 06/30/2019
     SCHG994$82 06/30/2019
Kavar Capital Partners LLC822$68 06/30/2019
     SCHG822$68 06/30/2019
Citigroup Inc.802$67 06/30/2019
     SCHG802$67 06/30/2019
Investors Research Corp748$62 06/30/2019
     SCHG748$62 06/30/2019
Cullen Frost Bankers Inc.724$60 06/30/2019
     SCHG724$60 06/30/2019
Glenmede Trust Co. NA671$55 06/30/2019
     SCHG671$55 06/30/2019
Lenox Wealth Management Inc.666$55 06/30/2019
     SCHG666$55 06/30/2019
BlackRock Inc.651$54 06/30/2019
     SCHG651$54 06/30/2019
First Bank & Trust619$52 09/30/2019
     SCHG619$52 09/30/2019
Glassman Wealth Services615$51 06/30/2019
     SCHG615$51 06/30/2019
Bank of Montreal Can578$48 06/30/2019
     SCHG578$48 06/30/2019
Mark Sheptoff Financial Planning LLC549$46 06/30/2019
     SCHG549$46 06/30/2019
Country Trust Bank500$42 09/30/2019
     SCHG500$42 09/30/2019
MBM Wealth Consultants LLC465$39 06/30/2019
     SCHG465$39 06/30/2019
Financial Gravity Wealth Inc.395$33 09/30/2019
     SCHG395$33 09/30/2019
Blume Capital Management Inc.400$33 06/30/2019
     SCHG400$33 06/30/2019
Doyle Wealth Management400$33 06/30/2019
     SCHG400$33 06/30/2019
BerganKDV Wealth Management LLC385$32 06/30/2019
     SCHG385$32 06/30/2019
Laurel Wealth Advisors LLC390$32 06/30/2019
     SCHG390$32 06/30/2019
Strategic Blueprint LLC371$31 09/30/2019
     SCHG371$31 09/30/2019
Creative Financial Designs Inc. ADV370$31 06/30/2019
     SCHG370$31 06/30/2019
Carroll Financial Associates Inc.346$29 09/30/2019
     SCHG346$29 09/30/2019
Barrett Asset Management LLC335$28 06/30/2019
     SCHG335$28 06/30/2019
Cypress Capital Management LLC WY 329$27 06/30/2019
     SCHG329$27 06/30/2019
Squar Milner Financial Services LLC290$24 06/30/2019
     SCHG290$24 06/30/2019
Sandy Spring Bank260$22 06/30/2019
     SCHG260$22 06/30/2019
Fifth Third Bancorp246$20 06/30/2019
     SCHG246$20 06/30/2019
Larson Financial Group LLC226$19 09/30/2019
     SCHG226$19 09/30/2019
Truvestments Capital LLC226$19 09/30/2019
     SCHG226$19 09/30/2019
WealthStone Inc.221$18 06/30/2019
     SCHG221$18 06/30/2019
LifePlan Financial Group Inc191$16 09/30/2019
     SCHG191$16 09/30/2019
CENTRAL TRUST Co182$16 06/30/2019
     SCHG182$16 06/30/2019
First Command Bank175$15 09/30/2019
     SCHG175$15 09/30/2019
Bedel Financial Consulting Inc.174$15 09/30/2019
     SCHG174$15 09/30/2019
First Command Financial Services Inc.175$15 06/30/2019
     SCHG175$15 06/30/2019
Founders Capital Management170$14 09/30/2019
     SCHG170$14 09/30/2019
Plante Moran Financial Advisors LLC162$13 06/30/2019
     SCHG162$13 06/30/2019
Horan Securities Inc.151$13 06/30/2019
     SCHG151$13 06/30/2019
Salomon & Ludwin LLC152$13 06/30/2019
     SCHG152$13 06/30/2019
Benjamin F. Edwards & Company Inc.150$12 06/30/2019
     SCHG150$12 06/30/2019
Optimum Investment Advisors106$9 09/30/2019
     SCHG106$9 09/30/2019
Litman Gregory Asset Management LLC91$8 06/30/2019
     SCHG91$8 06/30/2019
Strategic Wealth Partners Ltd.108$8 06/30/2019
     SCHG108$8 06/30/2019
Wealthcare Advisory Partners LLC82$7 09/30/2019
     SCHG82$7 09/30/2019
Next Capital Management LLC82$7 06/30/2019
     SCHG82$7 06/30/2019
Arbor Wealth Management LLC67$6 06/30/2019
     SCHG67$6 06/30/2019
Rockefeller Capital Management L.P.74$6 06/30/2019
     SCHG74$6 06/30/2019
Gradient Investments LLC37$3 09/30/2019
     SCHG37$3 09/30/2019
Howe & Rusling Inc.40$3 06/30/2019
     SCHG40$3 06/30/2019
CNB Bank37$3 06/30/2019
     SCHG37$3 06/30/2019
Executive Wealth Management LLC26$2 06/30/2019
     SCHG26$2 06/30/2019
Beacon Capital Management Inc.23$2 06/30/2019
     SCHG23$2 06/30/2019
Global Wealth Management Investment Advisory Inc.23$2 06/30/2019
     SCHG23$2 06/30/2019
Mycio Wealth Partners LLC7$1 06/30/2019
     SCHG7$1 06/30/2019
Lehman & Derafelo Financial Resources LLC15$1 06/30/2019
     SCHG15$1 06/30/2019
NewSquare Capital LLC2$0 09/30/2019
     SCHG2$0 09/30/2019
Parallax Volatility Advisers L.P.1$0 06/30/2019
     SCHG1$0 06/30/2019
Cutler Group LP $0 06/30/2019
     Call400$0 06/30/2019
Private Ocean LLC4$0 06/30/2019
     SCHG4$0 06/30/2019

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

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