HoldingsChannel.com
Funds Holding SCHH
HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Advisory Inc.26,470,248$866,636 03/31/2020
     SCHH26,470,248$866,636 03/31/2020
Creative Planning14,996,629$490,990 03/31/2020
     SCHH14,996,629$490,990 03/31/2020
Financial Engines Advisors L.L.C.12,054,398$394,661 03/31/2020
     SCHH12,054,398$394,661 03/31/2020
PNC Financial Services Group Inc.7,695,395$251,948 03/31/2020
     SCHH7,695,395$251,948 03/31/2020
Charles Schwab Investment Management Inc.6,115,450$200,221 03/31/2020
     SCHH6,115,450$200,221 03/31/2020
US Bancorp DE4,942,002$161,802 03/31/2020
     SCHH4,942,002$161,802 03/31/2020
Jones Financial Companies Lllp4,092,233$135,166 03/31/2020
     SCHH4,092,233$135,166 03/31/2020
Envestnet Asset Management Inc.2,117,968$69,342 03/31/2020
     SCHH2,117,968$69,342 03/31/2020
M&T Bank Corp1,459,448$47,783 03/31/2020
     SCHH1,459,448$47,783 03/31/2020
Matrix Trust Co1,174,027$38,438 03/31/2020
     SCHH1,174,027$38,438 03/31/2020
Fund Evaluation Group LLC924,522$30,336 03/31/2020
     SCHH924,522$30,336 03/31/2020
Alesco Advisors LLC808,233$26,462 03/31/2020
     SCHH808,233$26,462 03/31/2020
Moneta Group Investment Advisors LLC764,508$25,030 03/31/2020
     SCHH764,508$25,030 03/31/2020
Personal Capital Advisors Corp7,419$23,764 03/31/2020
     SCHH7,419$23,764 03/31/2020
Whitnell & Co.331,257$15,225 12/31/2019
     SCHH331,257$15,225 12/31/2019
Millburn Ridgefield Corp455,623$14,917 03/31/2020
     SCHH455,623$14,917 03/31/2020
Catalyst Capital Advisors LLC455,623$14,917 03/31/2020
     SCHH455,623$14,917 03/31/2020
Foster & Motley Inc.425,509$13,931 03/31/2020
     SCHH425,509$13,931 03/31/2020
Truepoint Inc.423,674$13,871 03/31/2020
     SCHH423,674$13,871 03/31/2020
Northwestern Mutual Wealth Management Co.327,743$10,730 03/31/2020
     SCHH327,743$10,730 03/31/2020
Wells Fargo & Company MN315,897$10,343 03/31/2020
     SCHH315,897$10,343 03/31/2020
Mercer Global Advisors Inc. ADV315,680$10,335 03/31/2020
     SCHH315,680$10,335 03/31/2020
Citizens & Northern Corp314,757$10,305 03/31/2020
     SCHH314,757$10,305 03/31/2020
Cypress Capital LLC201,039$9,240 12/31/2019
     SCHH201,039$9,240 12/31/2019
Associated Banc Corp277,271$9,078 03/31/2020
     SCHH277,271$9,078 03/31/2020
Ameriprise Financial Inc.259,342$8,704 03/31/2020
     SCHH259,342$8,704 03/31/2020
Moisand Fitzgerald Tamayo LLC263,232$8,618 03/31/2020
     SCHH263,232$8,618 03/31/2020
Northwest Quadrant Wealth Management LLC230,068$7,742 03/31/2020
     SCHH230,068$7,742 03/31/2020
Cerity Partners LLC233,610$7,648 03/31/2020
     SCHH233,610$7,648 03/31/2020
Wealthfront Advisers LLC231,607$7,583 03/31/2020
     SCHH231,607$7,583 03/31/2020
Morgan Stanley206,683$6,767 03/31/2020
     SCHH206,683$6,767 03/31/2020
Change Path LLC203,880$6,675 03/31/2020
     SCHH203,880$6,675 03/31/2020
Brand Asset Management Group Inc.203,443$6,661 03/31/2020
     SCHH203,443$6,661 03/31/2020
Capital Insight Partners LLC200,410$6,561 03/31/2020
     SCHH200,410$6,561 03/31/2020
Omega Financial Group LLC199,630$6,536 03/31/2020
     SCHH199,630$6,536 03/31/2020
HBK Sorce Advisory LLC195,759$6,409 03/31/2020
     SCHH195,759$6,409 03/31/2020
BlueSky Wealth Advisors LLC195,149$6,389 03/31/2020
     SCHH195,149$6,389 03/31/2020
First Mercantile Trust Co.188,808$6,180 03/31/2020
     SCHH188,808$6,180 03/31/2020
Kohmann Bosshard Financial Services LLC184,274$6,033 03/31/2020
     SCHH184,274$6,033 03/31/2020
Krilogy Financial LLC175,304$5,739 03/31/2020
     SCHH175,304$5,739 03/31/2020
Bangor Savings Bank173,469$5,679 03/31/2020
     SCHH173,469$5,679 03/31/2020
Royal Bank of Canada171,059$5,600 03/31/2020
     SCHH171,059$5,600 03/31/2020
JBJ Investment Partners LLC170,791$5,592 03/31/2020
     SCHH170,791$5,592 03/31/2020
Taylor Cottrill Erickson & Associates Inc.169,996$5,566 03/31/2020
     SCHH169,996$5,566 03/31/2020
Premise Capital LLC168,285$5,510 03/31/2020
     SCHH168,285$5,510 03/31/2020
Lake Street Advisors Group LLC168,252$5,509 03/31/2020
     SCHH168,252$5,509 03/31/2020
Evensky & Katz LLC165,583$5,421 03/31/2020
     SCHH165,583$5,421 03/31/2020
H&H Retirement Design & Management INC162,301$5,314 03/31/2020
     SCHH162,301$5,314 03/31/2020
Aurora Investment Managers LLC.154,673$5,064 03/31/2020
     SCHH154,673$5,064 03/31/2020
Advisor Group Inc.108,654$4,993 12/31/2019
     SCHH108,654$4,993 12/31/2019
UBS Asset Management Americas Inc.145,875$4,776 03/31/2020
     SCHH145,875$4,776 03/31/2020
Strategic Financial Planning Inc.144,497$4,731 03/31/2020
     SCHH144,497$4,731 03/31/2020
Gemmer Asset Management LLC143,681$4,704 03/31/2020
     SCHH143,681$4,704 03/31/2020
Morningstar Investment Services LLC138,557$4,609 03/31/2020
     SCHH138,557$4,609 03/31/2020
Courage Miller Partners LLC138,833$4,545 03/31/2020
     SCHH138,833$4,545 03/31/2020
First Hawaiian Bank135,782$4,445 03/31/2020
     SCHH135,782$4,445 03/31/2020
JMG Financial Group Ltd.131,573$4,308 03/31/2020
     SCHH131,573$4,308 03/31/2020
Ladenburg Thalmann Financial Services Inc.89,077$4,092 12/31/2019
     SCHH89,077$4,092 12/31/2019
Moneywise Inc.124,543$4,078 03/31/2020
     SCHH124,543$4,078 03/31/2020
Bank of America Corp DE120,855$3,957 03/31/2020
     SCHH120,855$3,957 03/31/2020
Bank of New York Mellon Corp118,768$3,889 03/31/2020
     SCHH118,768$3,889 03/31/2020
Relaxing Retirement Coach118,265$3,871 03/31/2020
     SCHH118,265$3,871 03/31/2020
Goldman Sachs Group Inc.117,669$3,852 03/31/2020
     SCHH117,669$3,852 03/31/2020
Gladstone Institutional Advisory LLC114,955$3,764 03/31/2020
     SCHH114,955$3,764 03/31/2020
LVW Advisors LLC113,864$3,728 03/31/2020
     SCHH113,864$3,728 03/31/2020
Susquehanna International Group LLP $3,484 03/31/2020
     SCHH77,306$2,531 03/31/2020
     Call29,100$953 03/31/2020
LPL Financial LLC106,282$3,480 03/31/2020
     SCHH106,282$3,480 03/31/2020
HighTower Advisors LLC107,180$3,475 03/31/2020
     SCHH107,180$3,475 03/31/2020
Almanack Investment Partners LLC.104,772$3,430 03/31/2020
     SCHH104,772$3,430 03/31/2020
Roble Belko & Company Inc103,897$3,402 03/31/2020
     SCHH103,897$3,402 03/31/2020
Firestone Capital Management99,479$3,257 03/31/2020
     SCHH99,479$3,257 03/31/2020
Ironsides Asset Advisors LLC94,500$3,094 03/31/2020
     SCHH94,500$3,094 03/31/2020
Garde Capital Inc.93,862$3,073 03/31/2020
     SCHH93,862$3,073 03/31/2020
Stratford Consulting LLC88,082$2,884 03/31/2020
     SCHH88,082$2,884 03/31/2020
Vista Capital Partners Inc.87,553$2,866 03/31/2020
     SCHH87,553$2,866 03/31/2020
Visionary Wealth Advisors86,344$2,827 03/31/2020
     SCHH86,344$2,827 03/31/2020
Sensible Financial Planning & Management LLC.85,321$2,793 03/31/2020
     SCHH85,321$2,793 03/31/2020
BOK Financial Private Wealth Inc.80,723$2,643 03/31/2020
     SCHH80,723$2,643 03/31/2020
Benjamin F. Edwards & Company Inc.79,389$2,599 03/31/2020
     SCHH79,389$2,599 03/31/2020
Centric Wealth Management54,285$2,526 03/31/2020
     SCHH54,285$2,526 03/31/2020
MML Investors Services LLC76,709$2,511 03/31/2020
     SCHH76,709$2,511 03/31/2020
Cambridge Investment Research Advisors Inc.76,424$2,502 03/31/2020
     SCHH76,424$2,502 03/31/2020
BerganKDV Wealth Management LLC75,280$2,465 03/31/2020
     SCHH75,280$2,465 03/31/2020
Appleton Partners Inc. MA75,208$2,462 03/31/2020
     SCHH75,208$2,462 03/31/2020
Adams Chetwood Wealth Management LLC70,503$2,435 03/31/2020
     SCHH70,503$2,435 03/31/2020
Advisor Group Holdings Inc.306,409$2,395 03/31/2020
     SCHH306,409$2,395 03/31/2020
Resources Investment Advisors LLC.72,417$2,371 03/31/2020
     SCHH72,417$2,371 03/31/2020
Marshall Financial Group Inc. ADV71,286$2,334 03/31/2020
     SCHH71,286$2,334 03/31/2020
Truist Financial Corp71,115$2,328 03/31/2020
     SCHH71,115$2,328 03/31/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC70,653$2,313 03/31/2020
     SCHH70,653$2,313 03/31/2020
Captrust Financial Advisors75,554$2,299 03/31/2020
     SCHH75,554$2,299 03/31/2020
Jordan Park Group LLC69,566$2,278 03/31/2020
     SCHH69,566$2,278 03/31/2020
SWS Partners68,724$2,250 03/31/2020
     SCHH68,724$2,250 03/31/2020
Advisory Alpha LLC67,455$2,208 03/31/2020
     SCHH67,455$2,208 03/31/2020
Cahill Financial Advisors Inc.60,853$1,993 03/31/2020
     SCHH60,853$1,993 03/31/2020
Apollon Wealth Management LLC59,791$1,958 03/31/2020
     SCHH59,791$1,958 03/31/2020
WT Wealth Management58,142$1,903 03/31/2020
     SCHH58,142$1,903 03/31/2020
Advisory Services Network LLC56,709$1,857 03/31/2020
     SCHH56,709$1,857 03/31/2020
Danda Trouve Investment Management Inc.55,477$1,816 03/31/2020
     SCHH55,477$1,816 03/31/2020
Gradient Capital Advisors LLC52,602$1,722 03/31/2020
     SCHH52,602$1,722 03/31/2020
Charles Schwab Trust Co50,428$1,651 03/31/2020
     SCHH50,428$1,651 03/31/2020
Smith Moore & CO.50,318$1,647 03/31/2020
     SCHH50,318$1,647 03/31/2020
Mariner LLC50,170$1,643 03/31/2020
     SCHH50,170$1,643 03/31/2020
Patriot Investment Management Inc.49,752$1,628 03/31/2020
     SCHH49,752$1,628 03/31/2020
Fairview Capital Investment Management LLC48,435$1,585 03/31/2020
     SCHH48,435$1,585 03/31/2020
Phocas Financial Corp.48,340$1,582 03/31/2020
     SCHH48,340$1,582 03/31/2020
QS Investors LLC48,200$1,579 03/31/2020
     SCHH48,200$1,579 03/31/2020
Roundview Capital LLC46,988$1,538 03/31/2020
     SCHH46,988$1,538 03/31/2020
Summit Wealth & Retirement Planning Inc.46,939$1,537 03/31/2020
     SCHH46,939$1,537 03/31/2020
DiMeo Schneider & Associates L.L.C.45,938$1,504 03/31/2020
     SCHH45,938$1,504 03/31/2020
Chicago Partners Investment Group LLC41,916$1,467 03/31/2020
     SCHH41,916$1,467 03/31/2020
Mission Wealth Management LP44,671$1,463 03/31/2020
     SCHH44,671$1,463 03/31/2020
Avantax Advisory Services Inc.44,081$1,448 03/31/2020
     SCHH44,081$1,448 03/31/2020
Blueprint Investment Partners LLC44,015$1,441 03/31/2020
     SCHH44,015$1,441 03/31/2020
Jane Street Group LLC43,195$1,414 03/31/2020
     SCHH43,195$1,414 03/31/2020
REDW Wealth LLC42,628$1,396 03/31/2020
     SCHH42,628$1,396 03/31/2020
Laurel Wealth Advisors Inc.42,570$1,394 03/31/2020
     SCHH42,570$1,394 03/31/2020
361 Capital LLC42,300$1,385 03/31/2020
     SCHH42,300$1,385 03/31/2020
Pinnacle Advisory Group Inc.41,954$1,374 03/31/2020
     SCHH41,954$1,374 03/31/2020
Lutz Financial Services LLC41,487$1,358 03/31/2020
     SCHH41,487$1,358 03/31/2020
Cambria Investment Management L.P.41,263$1,351 03/31/2020
     SCHH41,263$1,351 03/31/2020
First Allied Advisory Services Inc.40,377$1,322 03/31/2020
     SCHH40,377$1,322 03/31/2020
Sculati Wealth Management LLC38,699$1,267 03/31/2020
     SCHH38,699$1,267 03/31/2020
SeaCrest Wealth Management LLC38,473$1,260 03/31/2020
     SCHH38,473$1,260 03/31/2020
Commonwealth Equity Services LLC38,441$1,258 03/31/2020
     SCHH38,441$1,258 03/31/2020
Friedenthal Financial37,912$1,241 03/31/2020
     SCHH37,912$1,241 03/31/2020
Landmark Financial Advisors LLC34,084$1,229 03/31/2020
     SCHH34,084$1,229 03/31/2020
Ballast Advisors LLC37,155$1,216 03/31/2020
     SCHH37,155$1,216 03/31/2020
Grove Bank & Trust36,250$1,187 03/31/2020
     SCHH36,250$1,187 03/31/2020
Private Advisor Group LLC35,671$1,168 03/31/2020
     SCHH35,671$1,168 03/31/2020
Manchester Financial Inc.34,809$1,140 03/31/2020
     SCHH34,809$1,140 03/31/2020
Natixis Advisors L.P.34,427$1,127 03/31/2020
     SCHH34,427$1,127 03/31/2020
Berkshire Asset Management LLC PA34,171$1,119 03/31/2020
     SCHH34,171$1,119 03/31/2020
Global Strategic Investment Solutions LLC34,003$1,113 03/31/2020
     SCHH34,003$1,113 03/31/2020
Marotta Asset Management35,151$1,070 03/31/2020
     SCHH35,151$1,070 03/31/2020
Cobblestone Capital Advisors LLC NY32,485$1,064 03/31/2020
     SCHH32,485$1,064 03/31/2020
Cambridge Advisors Inc.32,353$1,059 03/31/2020
     SCHH32,353$1,059 03/31/2020
Trillium Asset Management LLC31,931$1,046 03/31/2020
     SCHH31,931$1,046 03/31/2020
Advisors Preferred LLC31,632$1,036 03/31/2020
     SCHH31,632$1,036 03/31/2020
Reitz Capital Advisors LLC31,595$1,034 03/31/2020
     SCHH31,595$1,034 03/31/2020
Davis Capital Management31,582$1,034 03/31/2020
     SCHH31,582$1,034 03/31/2020
Betterment LLC31,001$1,015 03/31/2020
     SCHH31,001$1,015 03/31/2020
Ascension Capital Advisors Inc.30,144$987 03/31/2020
     SCHH30,144$987 03/31/2020
HAP Trading LLC30,033$983 03/31/2020
     SCHH30,033$983 03/31/2020
GeoWealth Management LLC29,920$979 03/31/2020
     SCHH29,920$979 03/31/2020
D.B. Root & Company LLC28,949$947 03/31/2020
     SCHH28,949$947 03/31/2020
Aprio Wealth Management LLC28,904$946 03/31/2020
     SCHH28,904$946 03/31/2020
United Capital Financial Advisers LLC28,704$940 03/31/2020
     SCHH28,704$940 03/31/2020
Parametric Portfolio Associates LLC27,450$899 03/31/2020
     SCHH27,450$899 03/31/2020
AlphaStar Capital Management LLC26,878$883 03/31/2020
     SCHH26,878$883 03/31/2020
Emery Howard Portfolio Management Inc.26,888$880 03/31/2020
     SCHH26,888$880 03/31/2020
Madden Advisory Services Inc.26,652$872 03/31/2020
     SCHH26,652$872 03/31/2020
Bridgeworth LLC26,389$864 03/31/2020
     SCHH26,389$864 03/31/2020
Empirical Financial Services LLC d.b.a. Empirical Wealth Management26,247$859 03/31/2020
     SCHH26,247$859 03/31/2020
Curbstone Financial Management Corp25,700$841 03/31/2020
     SCHH25,700$841 03/31/2020
Providence Wealth Advisors LLC27,398$818 03/31/2020
     SCHH27,398$818 03/31/2020
Townsquare Capital LLC23,406$797 03/31/2020
     SCHH23,406$797 03/31/2020
Black Diamond Financial LLC24,068$788 03/31/2020
     SCHH24,068$788 03/31/2020
MAI Capital Management22,945$751 03/31/2020
     SCHH22,945$751 03/31/2020
Stokes Capital Advisors LLC22,656$742 03/31/2020
     SCHH22,656$742 03/31/2020
Managed Account Services Inc.24,763$732 03/31/2020
     SCHH24,763$732 03/31/2020
AE Wealth Management LLC22,179$726 03/31/2020
     SCHH22,179$726 03/31/2020
HHM Wealth Advisors LLC22,189$726 03/31/2020
     SCHH22,189$726 03/31/2020
BCS Wealth Management22,063$722 03/31/2020
     SCHH22,063$722 03/31/2020
Sunbelt Securities Inc.18,754$716 03/31/2020
     SCHH18,754$716 03/31/2020
Trustcore Financial Services LLC21,115$691 03/31/2020
     SCHH21,115$691 03/31/2020
Koshinski Asset Management Inc.20,059$657 03/31/2020
     SCHH20,059$657 03/31/2020
Tower Research Capital LLC TRC 19,870$651 03/31/2020
     SCHH19,870$651 03/31/2020
Prime Capital Investment Advisors LLC19,840$650 03/31/2020
     SCHH19,840$650 03/31/2020
IFG Advisors LLC19,827$649 03/31/2020
     SCHH19,827$649 03/31/2020
Strategic Family Wealth Counselors L.L.C.19,404$635 03/31/2020
     SCHH19,404$635 03/31/2020
Atlanta Financial Associates LLC ADV18,990$622 03/31/2020
     SCHH18,990$622 03/31/2020
Stifel Financial Corp18,635$612 03/31/2020
     SCHH18,635$612 03/31/2020
AdvisorNet Financial Inc18,449$604 03/31/2020
     SCHH18,449$604 03/31/2020
AdvicePeriod LLC18,279$598 03/31/2020
     SCHH18,279$598 03/31/2020
Marquette Asset Management LLC18,039$591 03/31/2020
     SCHH18,039$591 03/31/2020
Keybank National Association OH18,010$590 03/31/2020
     SCHH18,010$590 03/31/2020
Hurlow Wealth Management Group Inc.17,068$589 03/31/2020
     SCHH17,068$589 03/31/2020
Anavon Capital LLP12,700$584 12/31/2019
     SCHH12,700$584 12/31/2019
Efficient Advisors LLC17,607$576 03/31/2020
     SCHH17,607$576 03/31/2020
Segall Bryant & Hamill LLC17,568$573 03/31/2020
     SCHH17,568$573 03/31/2020
Texas Yale Capital Corp.17,054$558 03/31/2020
     SCHH17,054$558 03/31/2020
Hoylecohen LLC16,298$534 03/31/2020
     SCHH16,298$534 03/31/2020
McMahon Financial Advisors LLC16,622$531 03/31/2020
     SCHH16,622$531 03/31/2020
Bailard Inc.15,612$511 03/31/2020
     SCHH15,612$511 03/31/2020
Loveless Wealth Management LLC15,062$493 03/31/2020
     SCHH15,062$493 03/31/2020
UBS Group AG14,748$483 03/31/2020
     SCHH14,748$483 03/31/2020
State Street Corp14,543$476 03/31/2020
     SCHH14,543$476 03/31/2020
Armbruster Capital Management Inc.14,471$474 03/31/2020
     SCHH14,471$474 03/31/2020
FC Advisory LLC14,316$469 03/31/2020
     SCHH14,316$469 03/31/2020
LifeSteps Financial Inc.14,339$469 03/31/2020
     SCHH14,339$469 03/31/2020
Mainstay Capital Management LLC ADV15,298$467 03/31/2020
     SCHH15,298$467 03/31/2020
Wall Capital Group Inc.13,890$455 03/31/2020
     SCHH13,890$455 03/31/2020
Baldrige Asset Management LLC13,594$445 03/31/2020
     SCHH13,594$445 03/31/2020
Curtis Advisory Group LLC13,300$435 03/31/2020
     SCHH13,300$435 03/31/2020
Raymond James & Associates13,005$426 03/31/2020
     SCHH13,005$426 03/31/2020
Stratos Wealth Advisors LLC12,871$421 03/31/2020
     SCHH12,871$421 03/31/2020
Peak Financial Management Inc.12,599$412 03/31/2020
     SCHH12,599$412 03/31/2020
Jentner Corp12,585$412 03/31/2020
     SCHH12,585$412 03/31/2020
XR Securities LLC12,358$405 03/31/2020
     SCHH12,358$405 03/31/2020
SigFig Wealth Management LLC12,259$401 03/31/2020
     SCHH12,259$401 03/31/2020
Regions Financial Corp12,232$400 03/31/2020
     SCHH12,232$400 03/31/2020
Greenleaf Trust12,140$397 03/31/2020
     SCHH12,140$397 03/31/2020
Buckingham Asset Management LLC11,726$384 03/31/2020
     SCHH11,726$384 03/31/2020
Great Lakes Advisors LLC11,696$383 03/31/2020
     SCHH11,696$383 03/31/2020
Liberty Capital Management Inc.11,448$375 03/31/2020
     SCHH11,448$375 03/31/2020
PFG Advisors11,044$370 03/31/2020
     SCHH11,044$370 03/31/2020
Alpha Omega Wealth Management LLC11,190$366 03/31/2020
     SCHH11,190$366 03/31/2020
3D Asset Management Inc.11,109$364 03/31/2020
     SCHH11,109$364 03/31/2020
Palisades Hudson Asset Management L.P.11,111$364 03/31/2020
     SCHH11,111$364 03/31/2020
FormulaFolio Investments LLC10,790$353 03/31/2020
     SCHH10,790$353 03/31/2020
Perigon Wealth Management LLC9,382$344 03/31/2020
     SCHH9,382$344 03/31/2020
Bfsg LLC10,469$343 03/31/2020
     SCHH10,469$343 03/31/2020
Market Street Wealth Management Advisors LLC10,264$336 03/31/2020
     SCHH10,264$336 03/31/2020
Pure Financial Advisors Inc.10,042$329 03/31/2020
     SCHH10,042$329 03/31/2020
Altfest L J & Co. Inc.10,002$327 03/31/2020
     SCHH10,002$327 03/31/2020
Gill Capital Partners LLC9,918$325 03/31/2020
     SCHH9,918$325 03/31/2020
Wakefield Asset Management LLLP9,659$316 03/31/2020
     SCHH9,659$316 03/31/2020
Ancora Advisors LLC9,589$314 03/31/2020
     SCHH9,589$314 03/31/2020
Allen Capital Group LLC9,478$310 03/31/2020
     SCHH9,478$310 03/31/2020
Asset Management Group Inc.8,996$295 03/31/2020
     SCHH8,996$295 03/31/2020
Vista Wealth Management Group LLC9,002$295 03/31/2020
     SCHH9,002$295 03/31/2020
ProVise Management Group LLC8,904$292 03/31/2020
     SCHH8,904$292 03/31/2020
Kingfisher Capital LLC8,836$289 03/31/2020
     SCHH8,836$289 03/31/2020
Acorn Financial Advisory Services Inc. ADV8,825$287 03/31/2020
     SCHH8,825$287 03/31/2020
FineMark National Bank & Trust8,739$286 03/31/2020
     SCHH8,739$286 03/31/2020
Merriman Wealth Management LLC8,464$277 03/31/2020
     SCHH8,464$277 03/31/2020
Parallel Advisors LLC8,422$275 03/31/2020
     SCHH8,422$275 03/31/2020
Valeo Financial Advisors LLC7,470$274 03/31/2020
     SCHH7,470$274 03/31/2020
Peterson Wealth Advisors LLC7,868$258 03/31/2020
     SCHH7,868$258 03/31/2020
Intrust Bank NA7,786$255 03/31/2020
     SCHH7,786$255 03/31/2020
Enterprise Financial Services Corp7,700$252 03/31/2020
     SCHH7,700$252 03/31/2020
CX Institutional7,551$247 03/31/2020
     SCHH7,551$247 03/31/2020
Kingsview Wealth Management LLC7,521$246 03/31/2020
     SCHH7,521$246 03/31/2020
Renaissance Technologies LLC7,300$239 03/31/2020
     SCHH7,300$239 03/31/2020
Newman Dignan & Sheerar Inc.6,856$237 03/31/2020
     SCHH6,856$237 03/31/2020
CWA Asset Management Group LLC7,196$236 03/31/2020
     SCHH7,196$236 03/31/2020
West Oak Capital LLC7,110$233 03/31/2020
     SCHH7,110$233 03/31/2020
Hengehold Capital Management LLC7,056$231 03/31/2020
     SCHH7,056$231 03/31/2020
Nwam LLC6,996$229 03/31/2020
     SCHH6,996$229 03/31/2020
Foster Victor Wealth Advisors LLC6,963$229 03/31/2020
     SCHH6,963$229 03/31/2020
National Asset Management Inc.6,931$227 03/31/2020
     SCHH6,931$227 03/31/2020
Portfolio Solutions LLC6,862$225 03/31/2020
     SCHH6,862$225 03/31/2020
Sequoia Financial Advisors LLC6,810$223 03/31/2020
     SCHH6,810$223 03/31/2020
Acorn Wealth Advisors LLC6,639$213 03/31/2020
     SCHH6,639$213 03/31/2020
Ferguson Wellman Capital Management Inc.6,408$210 03/31/2020
     SCHH6,408$210 03/31/2020
BKD Wealth Advisors LLC6,400$210 03/31/2020
     SCHH6,400$210 03/31/2020
Integrated Advisors Network LLC6,394$209 03/31/2020
     SCHH6,394$209 03/31/2020
Garrison Asset Management LLC6,361$208 03/31/2020
     SCHH6,361$208 03/31/2020
Veritable L.P.6,214$203 03/31/2020
     SCHH6,214$203 03/31/2020
Tradewinds Capital Management LLC5,618$184 03/31/2020
     SCHH5,618$184 03/31/2020
Armor Investment Advisors LLC5,511$180 03/31/2020
     SCHH5,511$180 03/31/2020
Sowell Financial Services LLC5,447$178 03/31/2020
     SCHH5,447$178 03/31/2020
IFP Advisors Inc5,190$168 03/31/2020
     SCHH5,190$168 03/31/2020
Fifth Third Bancorp4,436$145 03/31/2020
     SCHH4,436$145 03/31/2020
BlackRock Inc.4,427$145 03/31/2020
     SCHH4,427$145 03/31/2020
Capital Investment Advisory Services LLC4,186$137 03/31/2020
     SCHH4,186$137 03/31/2020
NEXT Financial Group Inc4,090$134 03/31/2020
     SCHH4,090$134 03/31/2020
Tortoise Investment Management LLC3,605$118 03/31/2020
     SCHH3,605$118 03/31/2020
Lee Financial Co3,409$112 03/31/2020
     SCHH3,409$112 03/31/2020
Parkside Financial Bank & Trust3,324$109 03/31/2020
     SCHH3,324$109 03/31/2020
Disciplined Investments LLC3,011$99 03/31/2020
     SCHH3,011$99 03/31/2020
Clear Investment Research LLC30,004$98 03/31/2020
     SCHH30,004$98 03/31/2020
Wealthcare Capital Management LLC2,742$90 03/31/2020
     SCHH2,742$90 03/31/2020
Larson Financial Group LLC2,717$89 03/31/2020
     SCHH2,717$89 03/31/2020
Front Row Advisors LLC2,505$88 03/31/2020
     SCHH2,505$88 03/31/2020
Global Retirement Partners LLC2,612$86 03/31/2020
     SCHH2,612$86 03/31/2020
SVB Wealth Advisory Inc.2,117$69 03/31/2020
     SCHH2,117$69 03/31/2020
Princeton Global Asset Management LLC1,861$61 03/31/2020
     SCHH1,861$61 03/31/2020
MUFG Americas Holdings Corp1,700$56 03/31/2020
     SCHH1,700$56 03/31/2020
Citigroup Inc.1,668$55 03/31/2020
     SCHH1,668$55 03/31/2020
Truewealth LLC1,582$52 03/31/2020
     SCHH1,582$52 03/31/2020
JPMorgan Chase & Co.1,507$50 03/31/2020
     SCHH1,507$50 03/31/2020
Blair William & Co. IL1,524$50 03/31/2020
     SCHH1,524$50 03/31/2020
Pinnacle Bank1,519$50 03/31/2020
     SCHH1,519$50 03/31/2020
Ameritas Investment Company LLC1,545$49 03/31/2020
     SCHH1,545$49 03/31/2020
Rocky Mountain Advisers LLC1,490$49 03/31/2020
     SCHH1,490$49 03/31/2020
Carmichael Hill & Associates Inc.1,487$49 03/31/2020
     SCHH1,487$49 03/31/2020
Blue Bell Private Wealth Management LLC1,450$47 03/31/2020
     SCHH1,450$47 03/31/2020
CVA Family Office LLC1,431$47 03/31/2020
     SCHH1,431$47 03/31/2020
FMR LLC1,427$46 03/31/2020
     SCHH1,427$46 03/31/2020
Simplex Trading LLC1,428$46 03/31/2020
     SCHH1,428$46 03/31/2020
Orion Portfolio Solutions LLC1,409$46 03/31/2020
     SCHH1,409$46 03/31/2020
Bedel Financial Consulting Inc.1,378$45 03/31/2020
     SCHH1,378$45 03/31/2020
Rational Advisors LLC1,330$44 03/31/2020
     SCHH1,330$44 03/31/2020
Truvestments Capital LLC1,334$43 03/31/2020
     SCHH1,334$43 03/31/2020
Burt Wealth Advisors1,249$41 03/31/2020
     SCHH1,249$41 03/31/2020
Lakeview Capital Partners LLC1,239$41 03/31/2020
     SCHH1,239$41 03/31/2020
Anderson Fisher LLC1,245$41 03/31/2020
     SCHH1,245$41 03/31/2020
Red Cedar Capital LLC1,209$40 03/31/2020
     SCHH1,209$40 03/31/2020
Spectrum Management Group LLC1,201$39 03/31/2020
     SCHH1,201$39 03/31/2020
Capital Square LLC1,175$38 03/31/2020
     SCHH1,175$38 03/31/2020
Signaturefd LLC1,144$37 03/31/2020
     SCHH1,144$37 03/31/2020
Joseph P. Lucia & Associates LLC1,130$37 03/31/2020
     SCHH1,130$37 03/31/2020
Berkshire Money Management Inc.1,089$36 03/31/2020
     SCHH1,089$36 03/31/2020
Private Ocean LLC1,061$34 03/31/2020
     SCHH1,061$34 03/31/2020
Verus Capital Partners LLC1,036$34 03/31/2020
     SCHH1,036$34 03/31/2020
Rockefeller Capital Management L.P.954$31 03/31/2020
     SCHH954$31 03/31/2020
Elmwood Wealth Management Inc.790$30 03/31/2020
     SCHH790$30 03/31/2020
Tatro Capital LLC911$30 03/31/2020
     SCHH911$30 03/31/2020
Capital Directions Investment Advisors LLC869$28 03/31/2020
     SCHH869$28 03/31/2020
TCI Wealth Advisors Inc.839$27 03/31/2020
     SCHH839$27 03/31/2020
QCI Asset Management Inc. NY800$26 03/31/2020
     SCHH800$26 03/31/2020
AlphaMark Advisors LLC800$26 03/31/2020
     SCHH800$26 03/31/2020
Asset Dedication LLC790$25 03/31/2020
     SCHH790$25 03/31/2020
Red Door Wealth Management LLC773$25 03/31/2020
     SCHH773$25 03/31/2020
OLD Second National Bank of Aurora705$23 03/31/2020
     SCHH705$23 03/31/2020
Bank of Montreal Can779$23 03/31/2020
     SCHH779$23 03/31/2020
Ameritas Investment Partners Inc.717$23 03/31/2020
     SCHH717$23 03/31/2020
Synovus Financial Corp695$22 03/31/2020
     SCHH695$22 03/31/2020
Wealthcare Advisory Partners LLC683$22 03/31/2020
     SCHH683$22 03/31/2020
Ambassador Advisors LLC647$21 03/31/2020
     SCHH647$21 03/31/2020
MBE Wealth Management LLC613$20 03/31/2020
     SCHH613$20 03/31/2020
Column Capital Advisors LLC582$19 03/31/2020
     SCHH582$19 03/31/2020
Aptus Capital Advisors LLC606$19 03/31/2020
     SCHH606$19 03/31/2020
Sugarloaf Wealth Management LLC581$19 03/31/2020
     SCHH581$19 03/31/2020
Steward Partners Investment Advisory LLC583$19 03/31/2020
     SCHH583$19 03/31/2020
Rowland Carmichael Advisors Inc. ADV554$18 03/31/2020
     SCHH554$18 03/31/2020
Hudock Inc.577$18 03/31/2020
     SCHH577$18 03/31/2020
Capital Asset Advisory Services LLC573$18 03/31/2020
     SCHH573$18 03/31/2020
Howe & Rusling Inc.527$17 03/31/2020
     SCHH527$17 03/31/2020
Sonora Investment Management LLC533$17 03/31/2020
     SCHH533$17 03/31/2020
BNP Paribas Arbitrage SA458$15 03/31/2020
     SCHH458$15 03/31/2020
Benjamin Edwards Inc.462$15 03/31/2020
     SCHH462$15 03/31/2020
Sowa Financial Group Inc.418$14 03/31/2020
     SCHH418$14 03/31/2020
D Orazio & Associates Inc.394$13 03/31/2020
     SCHH394$13 03/31/2020
Atticus Wealth Management LLC378$12 03/31/2020
     SCHH378$12 03/31/2020
Barnett & Company Inc.325$11 03/31/2020
     SCHH325$11 03/31/2020
LifePlan Financial Group Inc340$11 03/31/2020
     SCHH340$11 03/31/2020
Global Wealth Management Investment Advisory Inc.322$11 03/31/2020
     SCHH322$11 03/31/2020
Weaver Consulting Group326$11 03/31/2020
     SCHH326$11 03/31/2020
Valley National Advisers Inc.297$10 03/31/2020
     SCHH297$10 03/31/2020
CWM LLC301$10 03/31/2020
     SCHH301$10 03/31/2020
Optimum Investment Advisors281$9 03/31/2020
     SCHH281$9 03/31/2020
Advanced Asset Management Advisors Inc280$9 03/31/2020
     SCHH280$9 03/31/2020
Cedar Wealth Management LLC265$9 03/31/2020
     SCHH265$9 03/31/2020
Jackson Hole Capital Partners LLC260$9 03/31/2020
     SCHH260$9 03/31/2020
Golden State Wealth Management LLC236$8 03/31/2020
     SCHH236$8 03/31/2020
Arkadios Wealth Advisors213$7 03/31/2020
     SCHH213$7 03/31/2020
Proequities Inc.170$6 03/31/2020
     SCHH170$6 03/31/2020
Financial Advisory Service Inc.181$6 03/31/2020
     SCHH181$6 03/31/2020
Investors Research Corp196$6 03/31/2020
     SCHH196$6 03/31/2020
Lehman & Derafelo Financial Resources LLC178$6 03/31/2020
     SCHH178$6 03/31/2020
Liberty Wealth Management LLC174$6 03/31/2020
     SCHH174$6 03/31/2020
Duncker Streett & Co. Inc.140$5 03/31/2020
     SCHH140$5 03/31/2020
Oppenheimer Asset Management Inc.126$4 03/31/2020
     SCHH126$4 03/31/2020
Horrell Capital Management Inc.110$4 03/31/2020
     SCHH110$4 03/31/2020
Allworth Financial LP136$4 03/31/2020
     SCHH136$4 03/31/2020
McIlrath & Eck LLC122$4 03/31/2020
     SCHH122$4 03/31/2020
Emerald Investment Partners LLC125$4 03/31/2020
     SCHH125$4 03/31/2020
Pflug Koory LLC112$4 03/31/2020
     SCHH112$4 03/31/2020
Filbrandt Wealth Management LLC107$4 03/31/2020
     SCHH107$4 03/31/2020
TI Trust Inc.87$4 12/31/2019
     SCHH87$4 12/31/2019
Meeder Asset Management Inc.78$3 03/31/2020
     SCHH78$3 03/31/2020
Clearstead Advisors LLC93$3 03/31/2020
     SCHH93$3 03/31/2020
Trust Co. of Vermont85$3 03/31/2020
     SCHH85$3 03/31/2020
Gradient Investments LLC104$3 03/31/2020
     SCHH104$3 03/31/2020
Bartlett & Co. LLC100$3 03/31/2020
     SCHH100$3 03/31/2020
Cypress Capital Management LLC WY 100$3 03/31/2020
     SCHH100$3 03/31/2020
Glassman Wealth Services100$3 03/31/2020
     SCHH100$3 03/31/2020
Bellevue Asset Management LLC100$3 03/31/2020
     SCHH100$3 03/31/2020
Royal Fund Management LLC100$3 03/31/2020
     SCHH100$3 03/31/2020
Delta Asset Management LLC TN70$2 03/31/2020
     SCHH70$2 03/31/2020
Shine Investment Advisory Services Inc.67$2 03/31/2020
     SCHH67$2 03/31/2020
C M Bidwell & Associates Ltd.60$2 03/31/2020
     SCHH60$2 03/31/2020
Financial Architects Inc59$2 03/31/2020
     SCHH59$2 03/31/2020
Focused Wealth Management Inc53$2 03/31/2020
     SCHH53$2 03/31/2020
Financial Enhancement Group LLC73$2 03/31/2020
     SCHH73$2 03/31/2020
Versant Capital Management Inc86$2 03/31/2020
     SCHH86$2 03/31/2020
Selective Wealth Management Inc.54$2 03/31/2020
     SCHH54$2 03/31/2020
Efficient Wealth Management LLC65$2 03/31/2020
     SCHH65$2 03/31/2020
Tompkins Financial Corp26$1 03/31/2020
     SCHH26$1 03/31/2020
Interactive Financial Advisors44$1 03/31/2020
     SCHH44$1 03/31/2020
Financial Management Professionals Inc.20$1 03/31/2020
     SCHH20$1 03/31/2020
Stearns Financial Services Group45$1 03/31/2020
     SCHH45$1 03/31/2020
SRS Capital Advisors Inc.31$1 03/31/2020
     SCHH31$1 03/31/2020
Independence Advisors LLC34$1 03/31/2020
     SCHH34$1 03/31/2020
Legacy Bridge LLC25$1 03/31/2020
     SCHH25$1 03/31/2020
Bogart Wealth LLC38$1 03/31/2020
     SCHH38$1 03/31/2020
Certified Advisory Corp28$1 03/31/2020
     SCHH28$1 03/31/2020
Tsfg LLC16$1 03/31/2020
     SCHH16$1 03/31/2020
Element Wealth LLC41$1 03/31/2020
     SCHH41$1 03/31/2020
NewSquare Capital LLC1$0 03/31/2020
     SCHH1$0 03/31/2020
Carroll Financial Associates Inc.8$0 03/31/2020
     SCHH8$0 03/31/2020
Lenox Wealth Advisors LLC4$0 03/31/2020
     SCHH4$0 03/31/2020
Mark Sheptoff Financial Planning LLC15$0 03/31/2020
     SCHH15$0 03/31/2020
CWM Advisors LLC13$0 03/31/2020
     SCHH13$0 03/31/2020
Sound Income Strategies LLC7$0 03/31/2020
     SCHH7$0 03/31/2020
Key Financial Inc4$0 03/31/2020
     SCHH4$0 03/31/2020
Cutler Group LP5,200$-138 03/31/2020
     Put9,800$139 03/31/2020
     Call5,200$1 03/31/2020

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

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