On this page, we present all of the funds holding SCHH from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SCHH, with a link to that fund's top holdings. The next columns indicate the amount of SCHH stock held by each of the funds holding SCHH, followed by the SCHH position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 481 funds holding SCHH within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Charles Schwab Investment Advisory Inc.. For more details on the positions held by Charles Schwab Investment Advisory Inc. (or by any of the other funds holding SCHH), click the fund name in the "Holder" column of the funds-holding-SCHH table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Charles Schwab Investment Advisory Inc. | 52,388,706 | $1,084,970 | 12/31/2023 |
SCHH | 52,388,706 | $1,084,970 | 12/31/2023 |
Financial Engines Advisors L.L.C. | 48,810,587 | $1,010,867 | 12/31/2023 |
SCHH | 48,810,587 | $1,010,867 | 12/31/2023 |
Creative Planning | 29,351,371 | $607,867 | 12/31/2023 |
SCHH | 29,351,371 | $607,867 | 12/31/2023 |
US Bancorp DE | 25,070,602 | $519,215 | 12/31/2023 |
SCHH | 25,070,602 | $519,215 | 12/31/2023 |
Charles Schwab Investment Management Inc. | 24,853,834 | $514,723 | 12/31/2023 |
SCHH | 24,853,834 | $514,723 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 13,227,757 | $273,947 | 12/31/2023 |
SCHH | 13,227,757 | $273,947 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 6,055,072 | $125,401 | 12/31/2023 |
SCHH | 6,055,072 | $125,401 | 12/31/2023 |
Cerity Partners LLC | 5,910,260 | $122,401 | 12/31/2023 |
SCHH | 5,910,260 | $122,401 | 12/31/2023 |
BlackRock Inc. | 3,780,477 | $78,294 | 12/31/2023 |
SCHH | 3,780,477 | $78,294 | 12/31/2023 |
Rational Advisors LLC | 2,081,886 | $42,262 | 03/31/2024 |
SCHH | 2,081,886 | $42,262 | 03/31/2024 |
Moneta Group Investment Advisors LLC | 1,545,978 | $32,017 | 12/31/2023 |
SCHH | 1,545,978 | $32,017 | 12/31/2023 |
Ameriprise Financial Inc. | 1,470,173 | $30,447 | 12/31/2023 |
SCHH | 1,470,173 | $30,447 | 12/31/2023 |
Moisand Fitzgerald Tamayo LLC | 1,244,689 | $25,267 | 03/31/2024 |
SCHH | 1,244,689 | $25,267 | 03/31/2024 |
The PNC Financial Services Group Inc. | 1,110,082 | $22,990 | 12/31/2023 |
SCHH | 1,110,082 | $22,990 | 12/31/2023 |
Charles Schwab Trust Co | 994,752 | $20,193 | 03/31/2024 |
SCHH | 994,752 | $20,193 | 03/31/2024 |
M&T Bank Corp | 939,386 | $19,455 | 12/31/2023 |
SCHH | 939,386 | $19,455 | 12/31/2023 |
Foster & Motley Inc. | 902,059 | $18,312 | 03/31/2024 |
SCHH | 902,059 | $18,312 | 03/31/2024 |
Benjamin F. Edwards & Company Inc. | 875,061 | $18,123 | 12/31/2023 |
SCHH | 875,061 | $18,123 | 12/31/2023 |
Apollon Wealth Management LLC | 778,138 | $16,115 | 12/31/2023 |
SCHH | 778,138 | $16,115 | 12/31/2023 |
BNP Paribas Arbitrage SA | 766,808 | $15,881 | 12/31/2023 |
SCHH | 766,808 | $15,881 | 12/31/2023 |
Lake Street Advisors Group LLC | 714,688 | $14,801 | 12/31/2023 |
SCHH | 714,688 | $14,801 | 12/31/2023 |
UBS Group AG | 710,688 | $14,718 | 12/31/2023 |
SCHH | 710,688 | $14,718 | 12/31/2023 |
Wealthfront Advisers LLC | 613,599 | $12,456 | 03/31/2024 |
SCHH | 613,599 | $12,456 | 03/31/2024 |
Mariner LLC | 536,227 | $11,105 | 12/31/2023 |
SCHH | 536,227 | $11,105 | 12/31/2023 |
Betterment LLC | 497,183 | $10,297 | 12/31/2023 |
SCHH | 497,183 | $10,297 | 12/31/2023 |
Tortoise Investment Management LLC | 485,005 | $10,044 | 12/31/2023 |
SCHH | 485,005 | $10,044 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 466,461 | $9,469 | 03/31/2024 |
SCHH | 466,461 | $9,469 | 03/31/2024 |
Jackson Thornton Asset Management LLC | 456,504 | $9,454 | 12/31/2023 |
SCHH | 456,504 | $9,454 | 12/31/2023 |
Susquehanna International Group LLP | $9,409 | 12/31/2023 | |
SCHH | 469,359 | $9,720 | 12/31/2023 |
Put | 15,000 | $311 | 12/31/2023 |
Fund Evaluation Group LLC | 450,328 | $9,326 | 12/31/2023 |
SCHH | 450,328 | $9,326 | 12/31/2023 |
Courage Miller Partners LLC | 453,183 | $9,200 | 03/31/2024 |
SCHH | 453,183 | $9,200 | 03/31/2024 |
Pioneer Wealth Management Group | 444,090 | $9,015 | 03/31/2024 |
SCHH | 444,090 | $9,015 | 03/31/2024 |
Rockefeller Capital Management L.P. | 416,838 | $8,633 | 12/31/2023 |
SCHH | 416,838 | $8,633 | 12/31/2023 |
Firestone Capital Management | 402,042 | $8,326 | 12/31/2023 |
SCHH | 402,042 | $8,326 | 12/31/2023 |
National Bank of Canada FI | 397,669 | $8,308 | 12/31/2023 |
SCHH | 397,669 | $8,308 | 12/31/2023 |
Wells Fargo & Company MN | 394,655 | $8,173 | 12/31/2023 |
SCHH | 394,655 | $8,173 | 12/31/2023 |
LPL Financial LLC | 389,489 | $8,066 | 12/31/2023 |
SCHH | 389,489 | $8,066 | 12/31/2023 |
Strategic Financial Planning Inc. | 391,741 | $7,952 | 03/31/2024 |
SCHH | 391,741 | $7,952 | 03/31/2024 |
Envestnet Asset Management Inc. | 374,193 | $7,750 | 12/31/2023 |
SCHH | 374,193 | $7,750 | 12/31/2023 |
Wealth Management Resources Inc. | 366,796 | $7,446 | 03/31/2024 |
SCHH | 366,796 | $7,446 | 03/31/2024 |
UBS Asset Management Americas Inc. | 352,935 | $7,309 | 12/31/2023 |
SCHH | 352,935 | $7,309 | 12/31/2023 |
Krilogy Financial LLC | 345,254 | $7,009 | 03/31/2024 |
SCHH | 345,254 | $7,009 | 03/31/2024 |
Sensible Financial Planning & Management LLC. | 319,366 | $6,614 | 12/31/2023 |
SCHH | 319,366 | $6,614 | 12/31/2023 |
Vise Technologies Inc. | 306,735 | $6,352 | 12/31/2023 |
SCHH | 306,735 | $6,352 | 12/31/2023 |
Citadel Advisors LLC | $6,132 | 12/31/2023 | |
SCHH | 282,877 | $5,858 | 12/31/2023 |
Call | 20,800 | $431 | 12/31/2023 |
Put | 7,600 | $157 | 12/31/2023 |
Goldman Sachs Group Inc. | 280,307 | $5,805 | 12/31/2023 |
SCHH | 280,307 | $5,805 | 12/31/2023 |
Omega Financial Group LLC | 277,435 | $5,632 | 03/31/2024 |
SCHH | 277,435 | $5,632 | 03/31/2024 |
Stratos Wealth Advisors LLC | 261,705 | $5,313 | 03/31/2024 |
SCHH | 261,705 | $5,313 | 03/31/2024 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 241,513 | $5,002 | 12/31/2023 |
SCHH | 241,513 | $5,002 | 12/31/2023 |
JPMorgan Chase & Co. | 239,583 | $4,962 | 12/31/2023 |
SCHH | 239,583 | $4,962 | 12/31/2023 |
WealthCollab LLC | 231,761 | $4,800 | 12/31/2023 |
SCHH | 231,761 | $4,800 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 229,785 | $4,759 | 12/31/2023 |
SCHH | 229,785 | $4,759 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 226,004 | $4,588 | 03/31/2024 |
SCHH | 226,004 | $4,588 | 03/31/2024 |
Morgan Stanley | 221,356 | $4,584 | 12/31/2023 |
SCHH | 221,356 | $4,584 | 12/31/2023 |
Jones Financial Companies Lllp | 214,163 | $4,435 | 12/31/2023 |
SCHH | 214,163 | $4,435 | 12/31/2023 |
Baird Financial Group Inc. | 200,319 | $4,149 | 12/31/2023 |
SCHH | 200,319 | $4,149 | 12/31/2023 |
Vista Capital Partners Inc. | 197,528 | $4,091 | 12/31/2023 |
SCHH | 197,528 | $4,091 | 12/31/2023 |
Appleton Partners Inc. MA | 199,333 | $4,046 | 03/31/2024 |
SCHH | 199,333 | $4,046 | 03/31/2024 |
Pure Financial Advisors Inc. | 183,617 | $3,727 | 03/31/2024 |
SCHH | 183,617 | $3,727 | 03/31/2024 |
Cetera Advisor Networks LLC | 179,029 | $3,708 | 12/31/2023 |
SCHH | 179,029 | $3,708 | 12/31/2023 |
Upper Left Wealth Management LLC | 180,857 | $3,671 | 03/31/2024 |
SCHH | 180,857 | $3,671 | 03/31/2024 |
ZRC Wealth Management LLC | 164,062 | $3,330 | 03/31/2024 |
SCHH | 164,062 | $3,330 | 03/31/2024 |
Rockbridge Investment Management LCC | 154,492 | $3,200 | 12/31/2023 |
SCHH | 154,492 | $3,200 | 12/31/2023 |
HighTower Advisors LLC | 153,710 | $3,174 | 12/31/2023 |
SCHH | 153,710 | $3,174 | 12/31/2023 |
Congress Wealth Management LLC DE | 149,810 | $3,041 | 03/31/2024 |
SCHH | 149,810 | $3,041 | 03/31/2024 |
Financial Counselors Inc. | 144,697 | $2,997 | 12/31/2023 |
SCHH | 144,697 | $2,997 | 12/31/2023 |
Fiduciary Alliance LLC | 149,963 | $2,996 | 03/31/2024 |
SCHH | 149,963 | $2,996 | 03/31/2024 |
Marshall Financial Group Inc. ADV | 143,789 | $2,978 | 12/31/2023 |
SCHH | 143,789 | $2,978 | 12/31/2023 |
Schoolcraft Capital LLC | 132,524 | $2,690 | 03/31/2024 |
SCHH | 132,524 | $2,690 | 03/31/2024 |
Cypress Point Wealth Management LLC | 125,093 | $2,591 | 12/31/2023 |
SCHH | 125,093 | $2,591 | 12/31/2023 |
Waypoint Capital Advisors LLC | 125,106 | $2,591 | 12/31/2023 |
SCHH | 125,106 | $2,591 | 12/31/2023 |
Jackson Creek Investment Advisors LLC | 124,568 | $2,580 | 12/31/2023 |
SCHH | 124,568 | $2,580 | 12/31/2023 |
Smith Moore & CO. | 123,856 | $2,565 | 12/31/2023 |
SCHH | 123,856 | $2,565 | 12/31/2023 |
Kohmann Bosshard Financial Services LLC | 126,109 | $2,560 | 03/31/2024 |
SCHH | 126,109 | $2,560 | 03/31/2024 |
SWS Partners | 123,625 | $2,560 | 12/31/2023 |
SCHH | 123,625 | $2,560 | 12/31/2023 |
GYL Financial Synergies LLC | 120,701 | $2,500 | 12/31/2023 |
SCHH | 120,701 | $2,500 | 12/31/2023 |
JMG Financial Group Ltd. | 119,125 | $2,467 | 12/31/2023 |
SCHH | 119,125 | $2,467 | 12/31/2023 |
Brooklyn FI LLC | 121,444 | $2,465 | 03/31/2024 |
SCHH | 121,444 | $2,465 | 03/31/2024 |
Perigon Wealth Management LLC | 114,227 | $2,366 | 12/31/2023 |
SCHH | 114,227 | $2,366 | 12/31/2023 |
Truist Financial Corp | 112,347 | $2,327 | 12/31/2023 |
SCHH | 112,347 | $2,327 | 12/31/2023 |
Fairview Capital Investment Management LLC | 110,500 | $2,288 | 12/31/2023 |
SCHH | 110,500 | $2,288 | 12/31/2023 |
Pacific Capital Wealth Advisors Inc. | 108,447 | $2,246 | 12/31/2023 |
SCHH | 108,447 | $2,246 | 12/31/2023 |
Empower Advisory Group LLC | 105,635 | $2,188 | 12/31/2023 |
SCHH | 105,635 | $2,188 | 12/31/2023 |
Geneos Wealth Management Inc. | 105,529 | $2,186 | 12/31/2023 |
SCHH | 105,529 | $2,186 | 12/31/2023 |
Brio Consultants LLC | 105,129 | $2,177 | 12/31/2023 |
SCHH | 105,129 | $2,177 | 12/31/2023 |
AWM Capital LLC | 102,850 | $2,088 | 03/31/2024 |
SCHH | 102,850 | $2,088 | 03/31/2024 |
Texas Yale Capital Corp. | 97,537 | $2,020 | 12/31/2023 |
SCHH | 97,537 | $2,020 | 12/31/2023 |
Johnson Financial Group LLC | 97,261 | $2,014 | 12/31/2023 |
SCHH | 97,261 | $2,014 | 12/31/2023 |
Glassy Mountain Advisors Inc. | 99,092 | $2,012 | 03/31/2024 |
SCHH | 99,092 | $2,012 | 03/31/2024 |
Principal Securities Inc. | 95,754 | $1,983 | 12/31/2023 |
SCHH | 95,754 | $1,983 | 12/31/2023 |
Patriot Investment Management Inc. | 96,958 | $1,968 | 03/31/2024 |
SCHH | 96,958 | $1,968 | 03/31/2024 |
Vivaldi Capital Management LLC | 100,849 | $1,956 | 12/31/2023 |
SCHH | 100,849 | $1,956 | 12/31/2023 |
Atlas Capital Advisors LLC | 94,623 | $1,921 | 03/31/2024 |
SCHH | 94,623 | $1,921 | 03/31/2024 |
Peterson Wealth Advisors LLC | 94,511 | $1,919 | 03/31/2024 |
SCHH | 94,511 | $1,919 | 03/31/2024 |
HHM Wealth Advisors LLC | 92,645 | $1,919 | 12/31/2023 |
SCHH | 92,645 | $1,919 | 12/31/2023 |
Davis Capital Management | 96,015 | $1,918 | 03/31/2024 |
SCHH | 96,015 | $1,918 | 03/31/2024 |
Advisor Group Holdings Inc. | 91,786 | $1,901 | 12/31/2023 |
SCHH | 91,786 | $1,901 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 91,359 | $1,892 | 12/31/2023 |
SCHH | 91,359 | $1,892 | 12/31/2023 |
Madden Advisory Services Inc. | 88,938 | $1,842 | 12/31/2023 |
SCHH | 88,938 | $1,842 | 12/31/2023 |
Cresset Asset Management LLC | 86,987 | $1,801 | 12/31/2023 |
SCHH | 86,987 | $1,801 | 12/31/2023 |
Black Diamond Financial LLC | 86,335 | $1,788 | 12/31/2023 |
SCHH | 86,335 | $1,788 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 85,483 | $1,735 | 03/31/2024 |
SCHH | 85,483 | $1,735 | 03/31/2024 |
Valued Wealth Advisors LLC | 83,294 | $1,725 | 12/31/2023 |
SCHH | 83,294 | $1,725 | 12/31/2023 |
Ballast Advisors LLC | 82,239 | $1,703 | 12/31/2023 |
SCHH | 82,239 | $1,703 | 12/31/2023 |
Avantax Advisory Services Inc. | 80,229 | $1,662 | 12/31/2023 |
SCHH | 80,229 | $1,662 | 12/31/2023 |
Peloton Wealth Strategists | 80,082 | $1,658 | 12/31/2023 |
SCHH | 80,082 | $1,658 | 12/31/2023 |
Landmark Wealth Management LLC | 81,505 | $1,655 | 03/31/2024 |
SCHH | 81,505 | $1,655 | 03/31/2024 |
REDW Wealth LLC | 78,188 | $1,619 | 12/31/2023 |
SCHH | 78,188 | $1,619 | 12/31/2023 |
State of Alaska Department of Revenue | 74,199 | $1,506 | 03/31/2024 |
SCHH | 74,199 | $1,506 | 03/31/2024 |
RSM US Wealth Management LLC | 72,533 | $1,502 | 12/31/2023 |
SCHH | 72,533 | $1,502 | 12/31/2023 |
Bank of America Corp DE | 72,363 | $1,499 | 12/31/2023 |
SCHH | 72,363 | $1,499 | 12/31/2023 |
AE Wealth Management LLC | 75,336 | $1,498 | 12/31/2023 |
SCHH | 75,336 | $1,498 | 12/31/2023 |
Millburn Ridgefield Corp | 73,358 | $1,489 | 03/31/2024 |
SCHH | 73,358 | $1,489 | 03/31/2024 |
Colony Group LLC | 71,274 | $1,476 | 12/31/2023 |
SCHH | 71,274 | $1,476 | 12/31/2023 |
Private Advisor Group LLC | 71,083 | $1,472 | 12/31/2023 |
SCHH | 71,083 | $1,472 | 12/31/2023 |
FC Advisory LLC | 71,607 | $1,454 | 03/31/2024 |
SCHH | 71,607 | $1,454 | 03/31/2024 |
Chicago Partners Investment Group LLC | 76,179 | $1,444 | 03/31/2024 |
SCHH | 76,179 | $1,444 | 03/31/2024 |
AlphaStar Capital Management LLC | 69,258 | $1,434 | 12/31/2023 |
SCHH | 69,258 | $1,434 | 12/31/2023 |
IFG Advisors LLC | 69,199 | $1,405 | 03/31/2024 |
SCHH | 69,199 | $1,405 | 03/31/2024 |
MAI Capital Management | 66,839 | $1,384 | 12/31/2023 |
SCHH | 66,839 | $1,384 | 12/31/2023 |
SeaCrest Wealth Management LLC | 66,767 | $1,355 | 03/31/2024 |
SCHH | 66,767 | $1,355 | 03/31/2024 |
Resources Investment Advisors LLC. | 65,305 | $1,352 | 12/31/2023 |
SCHH | 65,305 | $1,352 | 12/31/2023 |
Curtis Advisory Group LLC | 64,373 | $1,333 | 12/31/2023 |
SCHH | 64,373 | $1,333 | 12/31/2023 |
Bensler LLC | 64,259 | $1,331 | 12/31/2023 |
SCHH | 64,259 | $1,331 | 12/31/2023 |
Guardian Financial Partners LLC | 65,368 | $1,327 | 03/31/2024 |
SCHH | 65,368 | $1,327 | 03/31/2024 |
Trillium Asset Management LLC | 63,000 | $1,305 | 12/31/2023 |
SCHH | 63,000 | $1,305 | 12/31/2023 |
JFG Wealth Management LLC | 62,218 | $1,289 | 12/31/2023 |
SCHH | 62,218 | $1,289 | 12/31/2023 |
Valmark Advisers Inc. | 60,759 | $1,258 | 12/31/2023 |
SCHH | 60,759 | $1,258 | 12/31/2023 |
APCM Wealth Management for Individuals | 60,962 | $1,238 | 03/31/2024 |
SCHH | 60,962 | $1,238 | 03/31/2024 |
Greenleaf Trust | 58,056 | $1,202 | 12/31/2023 |
SCHH | 58,056 | $1,202 | 12/31/2023 |
Alesco Advisors LLC | 56,605 | $1,172 | 12/31/2023 |
SCHH | 56,605 | $1,172 | 12/31/2023 |
HBK Sorce Advisory LLC | 55,078 | $1,141 | 12/31/2023 |
SCHH | 55,078 | $1,141 | 12/31/2023 |
Becker Capital Management Inc. | 54,962 | $1,138 | 12/31/2023 |
SCHH | 54,962 | $1,138 | 12/31/2023 |
Tempus Wealth Planning LLC | 54,584 | $1,108 | 03/31/2024 |
SCHH | 54,584 | $1,108 | 03/31/2024 |
BCS Wealth Management | 53,816 | $1,092 | 03/31/2024 |
SCHH | 53,816 | $1,092 | 03/31/2024 |
Curbstone Financial Management Corp | 53,000 | $1,076 | 03/31/2024 |
SCHH | 53,000 | $1,076 | 03/31/2024 |
CI Private Wealth LLC | 51,823 | $1,073 | 12/31/2023 |
SCHH | 51,823 | $1,073 | 12/31/2023 |
Lederer & Associates Investment Counsel CA | 51,090 | $1,058 | 12/31/2023 |
SCHH | 51,090 | $1,058 | 12/31/2023 |
Watershed Private Wealth LLC | 50,565 | $1,047 | 12/31/2023 |
SCHH | 50,565 | $1,047 | 12/31/2023 |
Buckingham Strategic Wealth LLC | 50,083 | $1,037 | 12/31/2023 |
SCHH | 50,083 | $1,037 | 12/31/2023 |
Gerber Kawasaki Wealth & Investment Management | 48,942 | $1,014 | 12/31/2023 |
SCHH | 48,942 | $1,014 | 12/31/2023 |
Winthrop Capital Management LLC | 48,517 | $1,005 | 12/31/2023 |
SCHH | 48,517 | $1,005 | 12/31/2023 |
Hexagon Capital Partners LLC | 49,130 | $997 | 03/31/2024 |
SCHH | 49,130 | $997 | 03/31/2024 |
Capital Insight Partners LLC | 49,032 | $995 | 03/31/2024 |
SCHH | 49,032 | $995 | 03/31/2024 |
Apollon Financial LLC | 47,826 | $990 | 12/31/2023 |
SCHH | 47,826 | $990 | 12/31/2023 |
Commonwealth Equity Services LLC | 46,864 | $971 | 12/31/2023 |
SCHH | 46,864 | $971 | 12/31/2023 |
MML Investors Services LLC | 46,335 | $960 | 12/31/2023 |
SCHH | 46,335 | $960 | 12/31/2023 |
Walkner Condon Financial Advisors LLC | 46,770 | $948 | 03/31/2024 |
SCHH | 46,770 | $948 | 03/31/2024 |
Blueprint Investment Partners LLC | 45,400 | $940 | 12/31/2023 |
SCHH | 45,400 | $940 | 12/31/2023 |
Retirement Group LLC | 44,779 | $927 | 12/31/2023 |
SCHH | 44,779 | $927 | 12/31/2023 |
Allworth Financial LP | 45,089 | $915 | 03/31/2024 |
SCHH | 45,089 | $915 | 03/31/2024 |
Root Financial Partners LLC | 44,941 | $912 | 03/31/2024 |
SCHH | 44,941 | $912 | 03/31/2024 |
Mission Wealth Management LP | 43,791 | $907 | 12/31/2023 |
SCHH | 43,791 | $907 | 12/31/2023 |
Gradient Capital Advisors LLC | 44,627 | $906 | 03/31/2024 |
SCHH | 44,627 | $906 | 03/31/2024 |
Elm Partners Management LLC | 43,346 | $898 | 12/31/2023 |
SCHH | 43,346 | $898 | 12/31/2023 |
Waterloo Capital L.P. | 43,263 | $896 | 12/31/2023 |
SCHH | 43,263 | $896 | 12/31/2023 |
Sumitomo Mitsui Trust Holdings Inc. | 42,667 | $866 | 03/31/2024 |
SCHH | 42,667 | $866 | 03/31/2024 |
Sculati Wealth Management LLC | 41,651 | $863 | 12/31/2023 |
SCHH | 41,651 | $863 | 12/31/2023 |
Aletheian Wealth Advisors LLC | 42,166 | $856 | 03/31/2024 |
SCHH | 42,166 | $856 | 03/31/2024 |
VPR Management LLC | 39,400 | $816 | 12/31/2023 |
SCHH | 39,400 | $816 | 12/31/2023 |
Kades & Cheifetz LLC | 38,832 | $804 | 12/31/2023 |
SCHH | 38,832 | $804 | 12/31/2023 |
Garde Capital Inc. | 38,742 | $802 | 12/31/2023 |
SCHH | 38,742 | $802 | 12/31/2023 |
Camden Capital LLC | 38,302 | $793 | 12/31/2023 |
SCHH | 38,302 | $793 | 12/31/2023 |
Fifth Third Securities Inc. | 38,402 | $780 | 03/31/2024 |
SCHH | 38,402 | $780 | 03/31/2024 |
SigFig Wealth Management LLC | 37,631 | $779 | 12/31/2023 |
SCHH | 37,631 | $779 | 12/31/2023 |
Stifel Financial Corp | 37,403 | $775 | 12/31/2023 |
SCHH | 37,403 | $775 | 12/31/2023 |
Vanguard Group Inc. | 37,034 | $767 | 12/31/2023 |
SCHH | 37,034 | $767 | 12/31/2023 |
WBH Advisory Inc. | 37,563 | $763 | 03/31/2024 |
SCHH | 37,563 | $763 | 03/31/2024 |
Focus Financial Network Inc. ADV | 36,099 | $748 | 12/31/2023 |
SCHH | 36,099 | $748 | 12/31/2023 |
Forza Wealth Management LLC | 36,557 | $742 | 03/31/2024 |
SCHH | 36,557 | $742 | 03/31/2024 |
Altfest L J & Co. Inc. | 36,270 | $736 | 03/31/2024 |
SCHH | 36,270 | $736 | 03/31/2024 |
Royal Bank of Canada | 35,399 | $733 | 12/31/2023 |
SCHH | 35,399 | $733 | 12/31/2023 |
Values Added Financial LLC | 35,736 | $725 | 03/31/2024 |
SCHH | 35,736 | $725 | 03/31/2024 |
Bangor Savings Bank | 33,343 | $677 | 03/31/2024 |
SCHH | 33,343 | $677 | 03/31/2024 |
Focus Financial Network Inc. | 36,204 | $672 | 03/31/2024 |
SCHH | 36,204 | $672 | 03/31/2024 |
Droms Strauss Advisors Inc. MO ADV | 32,170 | $666 | 12/31/2023 |
SCHH | 32,170 | $666 | 12/31/2023 |
Roundview Capital LLC | 32,057 | $664 | 12/31/2023 |
SCHH | 32,057 | $664 | 12/31/2023 |
Kingsview Wealth Management LLC | 31,908 | $661 | 12/31/2023 |
SCHH | 31,908 | $661 | 12/31/2023 |
Orion Portfolio Solutions LLC | 31,558 | $652 | 12/31/2023 |
SCHH | 31,558 | $652 | 12/31/2023 |
Braun Bostich & Associates Inc. | 31,260 | $647 | 12/31/2023 |
SCHH | 31,260 | $647 | 12/31/2023 |
Two Sigma Securities LLC | 30,669 | $635 | 12/31/2023 |
SCHH | 30,669 | $635 | 12/31/2023 |
Rooted Wealth Advisors Inc. | 32,134 | $634 | 03/31/2024 |
SCHH | 32,134 | $634 | 03/31/2024 |
Friedenthal Financial | 30,973 | $629 | 03/31/2024 |
SCHH | 30,973 | $629 | 03/31/2024 |
WealthShield Partners LLC | 30,162 | $625 | 12/31/2023 |
SCHH | 30,162 | $625 | 12/31/2023 |
Evergreen Capital Management LLC | 29,467 | $610 | 12/31/2023 |
SCHH | 29,467 | $610 | 12/31/2023 |
Palisades Hudson Asset Management L.P. | 29,225 | $605 | 12/31/2023 |
SCHH | 29,225 | $605 | 12/31/2023 |
Juncture Wealth Strategies LLC | 28,822 | $585 | 03/31/2024 |
SCHH | 28,822 | $585 | 03/31/2024 |
Lee Financial Co | 28,098 | $582 | 12/31/2023 |
SCHH | 28,098 | $582 | 12/31/2023 |
Mainstay Capital Management LLC ADV | 27,671 | $573 | 12/31/2023 |
SCHH | 27,671 | $573 | 12/31/2023 |
Wakefield Asset Management LLLP | 27,610 | $572 | 12/31/2023 |
SCHH | 27,610 | $572 | 12/31/2023 |
Grey Fox Wealth Advisors LLC | 27,399 | $556 | 03/31/2024 |
SCHH | 27,399 | $556 | 03/31/2024 |
Galvin Gaustad & Stein LLC | 27,355 | $555 | 03/31/2024 |
SCHH | 27,355 | $555 | 03/31/2024 |
Phocas Financial Corp. | 27,290 | $554 | 03/31/2024 |
SCHH | 27,290 | $554 | 03/31/2024 |
EWG Elevate Inc. | 27,307 | $554 | 03/31/2024 |
SCHH | 27,307 | $554 | 03/31/2024 |
Cahill Financial Advisors Inc. | 26,678 | $552 | 12/31/2023 |
SCHH | 26,678 | $552 | 12/31/2023 |
Liberty Capital Management Inc. | 26,742 | $543 | 03/31/2024 |
SCHH | 26,742 | $543 | 03/31/2024 |
Foster Group Inc. | 26,609 | $540 | 03/31/2024 |
SCHH | 26,609 | $540 | 03/31/2024 |
Parallel Advisors LLC | 26,037 | $539 | 12/31/2023 |
SCHH | 26,037 | $539 | 12/31/2023 |
Beacon Pointe Advisors LLC | 25,768 | $534 | 12/31/2023 |
SCHH | 25,768 | $534 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 25,839 | $525 | 03/31/2024 |
SCHH | 25,839 | $525 | 03/31/2024 |
Summit Financial Strategies Inc. | 25,102 | $520 | 12/31/2023 |
SCHH | 25,102 | $520 | 12/31/2023 |
D. B. Root & Company LLC | 25,362 | $515 | 03/31/2024 |
SCHH | 25,362 | $515 | 03/31/2024 |
Avaii Wealth Management LLC | 24,144 | $500 | 12/31/2023 |
SCHH | 24,144 | $500 | 12/31/2023 |
Bank of New York Mellon Corp | 24,484 | $497 | 03/31/2024 |
SCHH | 24,484 | $497 | 03/31/2024 |
National Asset Management Inc. | 23,335 | $483 | 12/31/2023 |
SCHH | 23,335 | $483 | 12/31/2023 |
Natixis | 23,192 | $482 | 12/31/2023 |
SCHH | 23,192 | $482 | 12/31/2023 |
Koshinski Asset Management Inc. | 23,217 | $481 | 12/31/2023 |
SCHH | 23,217 | $481 | 12/31/2023 |
Inspire Advisors LLC | 23,136 | $479 | 12/31/2023 |
SCHH | 23,136 | $479 | 12/31/2023 |
Raymond James & Associates | 23,484 | $477 | 03/31/2024 |
SCHH | 23,484 | $477 | 03/31/2024 |
Everhart Financial Group Inc. | 22,816 | $473 | 12/31/2023 |
SCHH | 22,816 | $473 | 12/31/2023 |
Lutz Financial Services LLC | 22,768 | $472 | 12/31/2023 |
SCHH | 22,768 | $472 | 12/31/2023 |
Efficient Advisors LLC | 22,575 | $468 | 12/31/2023 |
SCHH | 22,575 | $468 | 12/31/2023 |
Captrust Financial Advisors | 21,638 | $457 | 12/31/2023 |
SCHH | 21,638 | $457 | 12/31/2023 |
Natixis Advisors L.P. | 22,355 | $454 | 03/31/2024 |
SCHH | 22,355 | $454 | 03/31/2024 |
Hoylecohen LLC | 21,745 | $450 | 12/31/2023 |
SCHH | 21,745 | $450 | 12/31/2023 |
Tradition Wealth Management LLC | 21,741 | $450 | 12/31/2023 |
SCHH | 21,741 | $450 | 12/31/2023 |
Atria Wealth Solutions Inc. | 21,751 | $450 | 12/31/2023 |
SCHH | 21,751 | $450 | 12/31/2023 |
Lodestar Private Asset Management LLC | 22,025 | $447 | 03/31/2024 |
SCHH | 22,025 | $447 | 03/31/2024 |
Landmark Financial Advisors LLC | 21,377 | $443 | 12/31/2023 |
SCHH | 21,377 | $443 | 12/31/2023 |
Acorn Financial Advisory Services Inc. ADV | 21,618 | $441 | 12/31/2023 |
SCHH | 21,618 | $441 | 12/31/2023 |
Leading Edge Financial Planning LLC | 21,264 | $440 | 12/31/2023 |
SCHH | 21,264 | $440 | 12/31/2023 |
Luts & Greenleigh Group Inc. | 21,200 | $439 | 12/31/2023 |
SCHH | 21,200 | $439 | 12/31/2023 |
Truepoint Inc. | 21,132 | $438 | 12/31/2023 |
SCHH | 21,132 | $438 | 12/31/2023 |
Altus Wealth Group LLC | 20,700 | $429 | 12/31/2023 |
SCHH | 20,700 | $429 | 12/31/2023 |
Whelan Financial | 21,026 | $427 | 03/31/2024 |
SCHH | 21,026 | $427 | 03/31/2024 |
Bluestem Financial Advisors LLC | 20,734 | $421 | 03/31/2024 |
SCHH | 20,734 | $421 | 03/31/2024 |
Stableford Capital II LLC | 20,684 | $420 | 03/31/2024 |
SCHH | 20,684 | $420 | 03/31/2024 |
Fonville Wealth Management LLC | 20,608 | $418 | 03/31/2024 |
SCHH | 20,608 | $418 | 03/31/2024 |
WT Wealth Management | 20,206 | $418 | 12/31/2023 |
SCHH | 20,206 | $418 | 12/31/2023 |
Cordant Inc. | 20,552 | $417 | 03/31/2024 |
SCHH | 20,552 | $417 | 03/31/2024 |
Yoder Wealth Management Inc. | 20,360 | $413 | 03/31/2024 |
SCHH | 20,360 | $413 | 03/31/2024 |
Anderson Fisher LLC | 20,285 | $412 | 03/31/2024 |
SCHH | 20,285 | $412 | 03/31/2024 |
BOS Asset Management LLC | 19,497 | $404 | 12/31/2023 |
SCHH | 19,497 | $404 | 12/31/2023 |
JTC Employer Solutions Trusteee Ltd | 19,850 | $401 | 03/31/2024 |
SCHH | 19,850 | $401 | 03/31/2024 |
Engineers Gate Manager LP | 19,311 | $400 | 12/31/2023 |
SCHH | 19,311 | $400 | 12/31/2023 |
Integrated Wealth Concepts LLC | 19,287 | $399 | 12/31/2023 |
SCHH | 19,287 | $399 | 12/31/2023 |
FF Advisors LLC | 19,478 | $395 | 03/31/2024 |
SCHH | 19,478 | $395 | 03/31/2024 |
Western Wealth Management LLC | 18,825 | $390 | 12/31/2023 |
SCHH | 18,825 | $390 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 18,608 | $385 | 12/31/2023 |
SCHH | 18,608 | $385 | 12/31/2023 |
CWA Asset Management Group LLC | 18,367 | $380 | 12/31/2023 |
SCHH | 18,367 | $380 | 12/31/2023 |
OneAscent Financial Services LLC | 18,672 | $379 | 03/31/2024 |
SCHH | 18,672 | $379 | 03/31/2024 |
Cobblestone Capital Advisors LLC NY | 18,320 | $379 | 12/31/2023 |
SCHH | 18,320 | $379 | 12/31/2023 |
Parkside Financial Bank & Trust | 18,105 | $375 | 12/31/2023 |
SCHH | 18,105 | $375 | 12/31/2023 |
Callan Capital LLC | 18,116 | $375 | 12/31/2023 |
SCHH | 18,116 | $375 | 12/31/2023 |
Laraway Financial Inc | 18,060 | $374 | 12/31/2023 |
SCHH | 18,060 | $374 | 12/31/2023 |
Farther Finance Advisors LLC | 17,615 | $365 | 12/31/2023 |
SCHH | 17,615 | $365 | 12/31/2023 |
Cibc World Markets Corp | 17,567 | $364 | 12/31/2023 |
SCHH | 17,567 | $364 | 12/31/2023 |
Park Avenue Securities LLC | 17,542 | $356 | 03/31/2024 |
SCHH | 17,542 | $356 | 03/31/2024 |
Marotta Asset Management | 17,488 | $355 | 03/31/2024 |
SCHH | 17,488 | $355 | 03/31/2024 |
Heritage Financial Services LLC | 17,156 | $355 | 12/31/2023 |
SCHH | 17,156 | $355 | 12/31/2023 |
Bailard Inc. | 17,111 | $354 | 12/31/2023 |
SCHH | 17,111 | $354 | 12/31/2023 |
IVC Wealth Advisors LLC | 17,193 | $349 | 03/31/2024 |
SCHH | 17,193 | $349 | 03/31/2024 |
Regis Management CO LLC | 17,118 | $347 | 03/31/2024 |
SCHH | 17,118 | $347 | 03/31/2024 |
HBW Advisory Services LLC | 16,777 | $347 | 03/31/2024 |
SCHH | 16,777 | $347 | 03/31/2024 |
MidWestOne Financial Group Inc. | 16,735 | $347 | 12/31/2023 |
SCHH | 16,735 | $347 | 12/31/2023 |
Pinnacle Bank | 16,708 | $339 | 03/31/2024 |
SCHH | 16,708 | $339 | 03/31/2024 |
Allen Capital Group LLC | 16,574 | $336 | 03/31/2024 |
SCHH | 16,574 | $336 | 03/31/2024 |
Modera Wealth Management LLC | 16,040 | $332 | 12/31/2023 |
SCHH | 16,040 | $332 | 12/31/2023 |
Fiduciary Trust Co. | 16,003 | $331 | 12/31/2023 |
SCHH | 16,003 | $331 | 12/31/2023 |
Alpha Omega Wealth Management LLC | 16,177 | $328 | 03/31/2024 |
SCHH | 16,177 | $328 | 03/31/2024 |
Bigelow Investment Advisors LLC | 15,717 | $325 | 12/31/2023 |
SCHH | 15,717 | $325 | 12/31/2023 |
Nwam LLC | 15,650 | $324 | 12/31/2023 |
SCHH | 15,650 | $324 | 12/31/2023 |
Savvy Advisors Inc. | 15,645 | $324 | 12/31/2023 |
SCHH | 15,645 | $324 | 12/31/2023 |
Navis Wealth Advisors LLC | 15,548 | $322 | 12/31/2023 |
SCHH | 15,548 | $322 | 12/31/2023 |
Sequoia Financial Advisors LLC | 15,252 | $316 | 12/31/2023 |
SCHH | 15,252 | $316 | 12/31/2023 |
Dodds Wealth LLC | 15,139 | $314 | 12/31/2023 |
SCHH | 15,139 | $314 | 12/31/2023 |
Axxcess Wealth Management LLC | 14,803 | $307 | 12/31/2023 |
SCHH | 14,803 | $307 | 12/31/2023 |
Commerce Bank | 14,590 | $302 | 12/31/2023 |
SCHH | 14,590 | $302 | 12/31/2023 |
Ascension Capital Advisors Inc. | 14,436 | $299 | 12/31/2023 |
SCHH | 14,436 | $299 | 12/31/2023 |
United Capital Financial Advisers LLC | 14,335 | $297 | 12/31/2023 |
SCHH | 14,335 | $297 | 12/31/2023 |
Cambridge Advisors Inc. | 14,436 | $293 | 03/31/2024 |
SCHH | 14,436 | $293 | 03/31/2024 |
CWM LLC | 14,355 | $291 | 03/31/2024 |
SCHH | 14,355 | $291 | 03/31/2024 |
Millennium Management LLC | 14,016 | $290 | 12/31/2023 |
SCHH | 14,016 | $290 | 12/31/2023 |
Legacy Capital Wealth Partners LLC | 13,955 | $289 | 12/31/2023 |
SCHH | 13,955 | $289 | 12/31/2023 |
Foster Victor Wealth Advisors LLC | 14,781 | $287 | 03/31/2024 |
SCHH | 14,781 | $287 | 03/31/2024 |
Clearstead Advisors LLC | 13,729 | $284 | 12/31/2023 |
SCHH | 13,729 | $284 | 12/31/2023 |
SignalPoint Asset Management LLC | 13,935 | $283 | 03/31/2024 |
SCHH | 13,935 | $283 | 03/31/2024 |
Secure Asset Management LLC | 13,648 | $283 | 12/31/2023 |
SCHH | 13,648 | $283 | 12/31/2023 |
Brighton Jones LLC | 13,446 | $278 | 12/31/2023 |
SCHH | 13,446 | $278 | 12/31/2023 |
Greenwood Capital Associates LLC | 13,238 | $274 | 12/31/2023 |
SCHH | 13,238 | $274 | 12/31/2023 |
WMS Partners LLC | 13,158 | $273 | 12/31/2023 |
SCHH | 13,158 | $273 | 12/31/2023 |
Hillcrest Wealth Advisors NY LLC | 13,125 | $266 | 03/31/2024 |
SCHH | 13,125 | $266 | 03/31/2024 |
Highland Financial Advisors LLC | 12,742 | $264 | 12/31/2023 |
SCHH | 12,742 | $264 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 12,500 | $259 | 12/31/2023 |
SCHH | 12,500 | $259 | 12/31/2023 |
Bridgewater Advisors Inc. | 12,369 | $256 | 12/31/2023 |
SCHH | 12,369 | $256 | 12/31/2023 |
Brand Asset Management Group Inc. | 12,349 | $256 | 12/31/2023 |
SCHH | 12,349 | $256 | 12/31/2023 |
Change Path LLC | 12,316 | $255 | 12/31/2023 |
SCHH | 12,316 | $255 | 12/31/2023 |
Ausdal Financial Partners Inc. | 12,478 | $253 | 03/31/2024 |
SCHH | 12,478 | $253 | 03/31/2024 |
Rainsberger Wealth Advisors Inc. | 12,213 | $253 | 12/31/2023 |
SCHH | 12,213 | $253 | 12/31/2023 |
Trexquant Investment LP | 12,139 | $251 | 12/31/2023 |
SCHH | 12,139 | $251 | 12/31/2023 |
Grove Bank & Trust | 12,050 | $250 | 12/31/2023 |
SCHH | 12,050 | $250 | 12/31/2023 |
Robertson Stephens Wealth Management LLC | 12,065 | $250 | 12/31/2023 |
SCHH | 12,065 | $250 | 12/31/2023 |
Buckingham Strategic Partners | 12,057 | $250 | 12/31/2023 |
SCHH | 12,057 | $250 | 12/31/2023 |
CAP Partners LLC | 12,097 | $246 | 03/31/2024 |
SCHH | 12,097 | $246 | 03/31/2024 |
Whittier Trust Co. | 11,567 | $239 | 12/31/2023 |
SCHH | 11,567 | $239 | 12/31/2023 |
Savant Capital LLC | 11,400 | $236 | 12/31/2023 |
SCHH | 11,400 | $236 | 12/31/2023 |
Warren Averett Asset Management LLC | 11,352 | $235 | 12/31/2023 |
SCHH | 11,352 | $235 | 12/31/2023 |
Thompson Investment Management Inc. | 11,532 | $234 | 03/31/2024 |
SCHH | 11,532 | $234 | 03/31/2024 |
Fortress Wealth Management Inc. | 11,525 | $234 | 03/31/2024 |
SCHH | 11,525 | $234 | 03/31/2024 |
Strategic Family Wealth Counselors L.L.C. | 11,182 | $232 | 12/31/2023 |
SCHH | 11,182 | $232 | 12/31/2023 |
Comerica Bank | 11,132 | $231 | 12/31/2023 |
SCHH | 11,132 | $231 | 12/31/2023 |
Global Retirement Partners LLC | 11,282 | $229 | 03/31/2024 |
SCHH | 11,282 | $229 | 03/31/2024 |
Mason Investment Advisory Services Inc. | 11,059 | $229 | 12/31/2023 |
SCHH | 11,059 | $229 | 12/31/2023 |
Integrated Advisors Network LLC | 10,954 | $227 | 12/31/2023 |
SCHH | 10,954 | $227 | 12/31/2023 |
Armor Investment Advisors LLC | 11,153 | $226 | 03/31/2024 |
SCHH | 11,153 | $226 | 03/31/2024 |
Collaborative Wealth Managment Inc. | 10,855 | $225 | 12/31/2023 |
SCHH | 10,855 | $225 | 12/31/2023 |
PFG Advisors | 10,833 | $224 | 12/31/2023 |
SCHH | 10,833 | $224 | 12/31/2023 |
Garrison Asset Management LLC | 10,748 | $223 | 12/31/2023 |
SCHH | 10,748 | $223 | 12/31/2023 |
Townsquare Capital LLC | 10,780 | $223 | 12/31/2023 |
SCHH | 10,780 | $223 | 12/31/2023 |
Skyline Advisors Inc. | 10,736 | $218 | 03/31/2024 |
SCHH | 10,736 | $218 | 03/31/2024 |
Wealthcare Capital Management LLC | 10,702 | $217 | 03/31/2024 |
SCHH | 10,702 | $217 | 03/31/2024 |
FMR LLC | 10,387 | $215 | 12/31/2023 |
SCHH | 10,387 | $215 | 12/31/2023 |
Kestra Advisory Services LLC | 10,338 | $214 | 12/31/2023 |
SCHH | 10,338 | $214 | 12/31/2023 |
Roble Belko & Company Inc | 10,482 | $213 | 03/31/2024 |
SCHH | 10,482 | $213 | 03/31/2024 |
Waterfront Wealth Inc. | 10,300 | $213 | 12/31/2023 |
SCHH | 10,300 | $213 | 12/31/2023 |
Clear Investment Research LLC | 10,201 | $211 | 12/31/2023 |
SCHH | 10,201 | $211 | 12/31/2023 |
Atomi Financial Group Inc. | 10,130 | $210 | 12/31/2023 |
SCHH | 10,130 | $210 | 12/31/2023 |
Elwood & Goetz Wealth Advisory Group LLC | 10,270 | $208 | 03/31/2024 |
SCHH | 10,270 | $208 | 03/31/2024 |
Websterrogers Financial Advisors LLC | 10,041 | $208 | 12/31/2023 |
SCHH | 10,041 | $208 | 12/31/2023 |
Acorn Wealth Advisors LLC | 9,992 | $203 | 03/31/2024 |
SCHH | 9,992 | $203 | 03/31/2024 |
Strategic Financial Services Inc | 9,800 | $203 | 12/31/2023 |
SCHH | 9,800 | $203 | 12/31/2023 |
Prosperity Wealth Management Inc. | 9,800 | $203 | 12/31/2023 |
SCHH | 9,800 | $203 | 12/31/2023 |
Scientech Research LLC | 9,787 | $203 | 12/31/2023 |
SCHH | 9,787 | $203 | 12/31/2023 |
WealthPLAN Partners LLC | 9,684 | $201 | 12/31/2023 |
SCHH | 9,684 | $201 | 12/31/2023 |
Blue Barn Wealth LLC | 9,661 | $200 | 12/31/2023 |
SCHH | 9,661 | $200 | 12/31/2023 |
AdvisorNet Financial Inc | 9,754 | $198 | 03/31/2024 |
SCHH | 9,754 | $198 | 03/31/2024 |
IFP Advisors Inc | 9,569 | $198 | 12/31/2023 |
SCHH | 9,569 | $198 | 12/31/2023 |
Blair William & Co. IL | 9,352 | $194 | 12/31/2023 |
SCHH | 9,352 | $194 | 12/31/2023 |
Cape Investment Advisory Inc. | 9,009 | $187 | 12/31/2023 |
SCHH | 9,009 | $187 | 12/31/2023 |
Benjamin Edwards Inc. | 8,967 | $186 | 12/31/2023 |
SCHH | 8,967 | $186 | 12/31/2023 |
Financial Synergies Wealth Advisors Inc. | 6,995 | $142 | 03/31/2024 |
SCHH | 6,995 | $142 | 03/31/2024 |
BOK Financial Private Wealth Inc. | 6,746 | $140 | 12/31/2023 |
SCHH | 6,746 | $140 | 12/31/2023 |
Indiana Trust & Investment Management CO | 6,203 | $126 | 03/31/2024 |
SCHH | 6,203 | $126 | 03/31/2024 |
Heritage Wealth Advisors | 4,810 | $100 | 12/31/2023 |
SCHH | 4,810 | $100 | 12/31/2023 |
Bartlett & Co. LLC | 4,301 | $90 | 12/31/2023 |
SCHH | 4,301 | $90 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 4,301 | $90 | 12/31/2023 |
SCHH | 4,301 | $90 | 12/31/2023 |
Front Row Advisors LLC | 4,176 | $86 | 12/31/2023 |
SCHH | 4,176 | $86 | 12/31/2023 |
Spire Wealth Management | 4,147 | $84 | 03/31/2024 |
SCHH | 4,147 | $84 | 03/31/2024 |
Interactive Financial Advisors | 4,056 | $84 | 12/31/2023 |
SCHH | 4,056 | $84 | 12/31/2023 |
Capital Investment Advisory Services LLC | 3,917 | $80 | 03/31/2024 |
SCHH | 3,917 | $80 | 03/31/2024 |
Future Financial Wealth Managment LLC | 3,900 | $79 | 03/31/2024 |
SCHH | 3,900 | $79 | 03/31/2024 |
Blume Capital Management Inc. | 3,630 | $75 | 12/31/2023 |
SCHH | 3,630 | $75 | 12/31/2023 |
LifeSteps Financial Inc. | 3,593 | $73 | 03/31/2024 |
SCHH | 3,593 | $73 | 03/31/2024 |
Harbour Investments Inc. | 3,272 | $68 | 12/31/2023 |
SCHH | 3,272 | $68 | 12/31/2023 |
Vestor Capital LLC | 3,108 | $64 | 12/31/2023 |
SCHH | 3,108 | $64 | 12/31/2023 |
West Oak Capital LLC | 3,056 | $62 | 03/31/2024 |
SCHH | 3,056 | $62 | 03/31/2024 |
McClarren Financial Advisors Inc. | 2,998 | $62 | 12/31/2023 |
SCHH | 2,998 | $62 | 12/31/2023 |
GWM Advisors LLC | 2,939 | $61 | 12/31/2023 |
SCHH | 2,939 | $61 | 12/31/2023 |
Criterion Capital Advisors LLC | 2,935 | $60 | 03/31/2024 |
SCHH | 2,935 | $60 | 03/31/2024 |
Rocky Mountain Advisers LLC | 2,538 | $52 | 03/31/2024 |
SCHH | 2,538 | $52 | 03/31/2024 |
Tower Research Capital LLC TRC | 2,479 | $51 | 12/31/2023 |
SCHH | 2,479 | $51 | 12/31/2023 |
Optimum Investment Advisors | 2,409 | $49 | 03/31/2024 |
SCHH | 2,409 | $49 | 03/31/2024 |
CVA Family Office LLC | 2,293 | $47 | 03/31/2024 |
SCHH | 2,293 | $47 | 03/31/2024 |
Montag A & Associates Inc. | 2,102 | $44 | 12/31/2023 |
SCHH | 2,102 | $44 | 12/31/2023 |
Independence Bank of Kentucky | 1,882 | $38 | 03/31/2024 |
SCHH | 1,882 | $38 | 03/31/2024 |
Ancora Advisors LLC | 1,846 | $38 | 12/31/2023 |
SCHH | 1,846 | $38 | 12/31/2023 |
MeadowBrook Investment Advisors LLC | 1,800 | $37 | 12/31/2023 |
SCHH | 1,800 | $37 | 12/31/2023 |
Covestor Ltd | 1,779 | $37 | 12/31/2023 |
SCHH | 1,779 | $37 | 12/31/2023 |
Carmichael Hill & Associates Inc. | 1,737 | $35 | 03/31/2024 |
SCHH | 1,737 | $35 | 03/31/2024 |
Glenmede Trust Co. NA | 1,658 | $34 | 12/31/2023 |
SCHH | 1,658 | $34 | 12/31/2023 |
Morris Financial Concepts Inc. | 1,536 | $31 | 03/31/2024 |
SCHH | 1,536 | $31 | 03/31/2024 |
Larson Financial Group LLC | 1,483 | $31 | 12/31/2023 |
SCHH | 1,483 | $31 | 12/31/2023 |
UMB Bank N A MO | 1,461 | $30 | 03/31/2024 |
SCHH | 1,461 | $30 | 03/31/2024 |
Glass Jacobson Investment Advisors llc | 1,499 | $30 | 03/31/2024 |
SCHH | 1,499 | $30 | 03/31/2024 |
Crewe Advisors LLC | 1,340 | $28 | 12/31/2023 |
SCHH | 1,340 | $28 | 12/31/2023 |
Gradient Investments LLC | 1,276 | $26 | 03/31/2024 |
SCHH | 1,276 | $26 | 03/31/2024 |
Asset Dedication LLC | 1,205 | $24 | 03/31/2024 |
SCHH | 1,205 | $24 | 03/31/2024 |
Sugarloaf Wealth Management LLC | 1,162 | $24 | 03/31/2024 |
SCHH | 1,162 | $24 | 03/31/2024 |
Tompkins Financial Corp | 1,106 | $22 | 03/31/2024 |
SCHH | 1,106 | $22 | 03/31/2024 |
NBC Securities Inc. | 1,075 | $21 | 03/31/2024 |
SCHH | 1,075 | $21 | 03/31/2024 |
Cambridge Trust Co. | 1,000 | $21 | 12/31/2023 |
SCHH | 1,000 | $21 | 12/31/2023 |
North Star Investment Management Corp. | 994 | $21 | 12/31/2023 |
SCHH | 994 | $21 | 12/31/2023 |
BOKF NA | 986 | $20 | 12/31/2023 |
SCHH | 986 | $20 | 12/31/2023 |
Advisory Services Network LLC | 980 | $20 | 12/31/2023 |
SCHH | 980 | $20 | 12/31/2023 |
Investors Research Corp | 976 | $20 | 12/31/2023 |
SCHH | 976 | $20 | 12/31/2023 |
O Shaughnessy Asset Management LLC | 894 | $19 | 12/31/2023 |
SCHH | 894 | $19 | 12/31/2023 |
Jamison Private Wealth Management Inc. | 832 | $17 | 03/31/2024 |
SCHH | 832 | $17 | 03/31/2024 |
Scarborough Advisors LLC | 834 | $17 | 12/31/2023 |
SCHH | 834 | $17 | 12/31/2023 |
Main Street Group LTD | 811 | $17 | 12/31/2023 |
SCHH | 811 | $17 | 12/31/2023 |
MV Capital Management Inc. | 808 | $16 | 03/31/2024 |
SCHH | 808 | $16 | 03/31/2024 |
Sandy Spring Bank | 756 | $16 | 12/31/2023 |
SCHH | 756 | $16 | 12/31/2023 |
Life Planning Partners Inc | 788 | $16 | 12/31/2023 |
SCHH | 788 | $16 | 12/31/2023 |
Jackson Hole Capital Partners LLC | 733 | $15 | 12/31/2023 |
SCHH | 733 | $15 | 12/31/2023 |
FSA Wealth Management LLC | 713 | $15 | 12/31/2023 |
SCHH | 713 | $15 | 12/31/2023 |
MCF Advisors LLC | 674 | $14 | 03/31/2024 |
SCHH | 674 | $14 | 03/31/2024 |
Sunbelt Securities Inc. | 681 | $14 | 03/31/2024 |
SCHH | 681 | $14 | 03/31/2024 |
Fifth Third Bancorp | 646 | $13 | 03/31/2024 |
SCHH | 646 | $13 | 03/31/2024 |
Chilton Capital Management LLC | 607 | $13 | 12/31/2023 |
SCHH | 607 | $13 | 12/31/2023 |
Private Ocean LLC | 607 | $12 | 03/31/2024 |
SCHH | 607 | $12 | 03/31/2024 |
Game Plan Financial Advisors LLC | 608 | $12 | 03/31/2024 |
SCHH | 608 | $12 | 03/31/2024 |
DHJJ Financial Advisors Ltd. | 612 | $12 | 03/31/2024 |
SCHH | 612 | $12 | 03/31/2024 |
Aptus Capital Advisors LLC | 599 | $12 | 12/31/2023 |
SCHH | 599 | $12 | 12/31/2023 |
Impact Partnership Wealth LLC | 572 | $12 | 12/31/2023 |
SCHH | 572 | $12 | 12/31/2023 |
Valley National Advisers Inc. | 546 | $11 | 03/31/2024 |
SCHH | 546 | $11 | 03/31/2024 |
Financial Advisory Service Inc. | 532 | $11 | 12/31/2023 |
SCHH | 532 | $11 | 12/31/2023 |
Mascoma Wealth Management LLC | 555 | $11 | 12/31/2023 |
SCHH | 555 | $11 | 12/31/2023 |
AlphaCore Capital LLC | 544 | $11 | 12/31/2023 |
SCHH | 544 | $11 | 12/31/2023 |
Qube Research & Technologies Ltd | 543 | $11 | 12/31/2023 |
SCHH | 543 | $11 | 12/31/2023 |
Guardian Wealth Advisors LLC NC | 551 | $11 | 12/31/2023 |
SCHH | 551 | $11 | 12/31/2023 |
Strategic Investment Solutions Inc. IL | 518 | $11 | 12/31/2023 |
SCHH | 518 | $11 | 12/31/2023 |
McIlrath & Eck LLC | 487 | $10 | 12/31/2023 |
SCHH | 487 | $10 | 12/31/2023 |
Westside Investment Management Inc. | 430 | $9 | 03/31/2024 |
SCHH | 430 | $9 | 03/31/2024 |
Wagner Wealth Management LLC | 425 | $9 | 03/31/2024 |
SCHH | 425 | $9 | 03/31/2024 |
Signaturefd LLC | 426 | $9 | 12/31/2023 |
SCHH | 426 | $9 | 12/31/2023 |
Sachetta LLC | 420 | $9 | 12/31/2023 |
SCHH | 420 | $9 | 12/31/2023 |
Massmutual Trust Co. FSB ADV | 407 | $8 | 03/31/2024 |
SCHH | 407 | $8 | 03/31/2024 |
Simplex Trading LLC | 387 | $8 | 03/31/2024 |
SCHH | 387 | $8 | 03/31/2024 |
Founders Financial Alliance LLC | 331 | $7 | 12/31/2023 |
SCHH | 331 | $7 | 12/31/2023 |
Barrett & Company Inc. | 300 | $6 | 03/31/2024 |
SCHH | 300 | $6 | 03/31/2024 |
M&R Capital Management Inc. | 292 | $6 | 03/31/2024 |
SCHH | 292 | $6 | 03/31/2024 |
Pflug Koory LLC | 284 | $6 | 03/31/2024 |
SCHH | 284 | $6 | 03/31/2024 |
Delta Asset Management LLC TN | 296 | $6 | 12/31/2023 |
SCHH | 296 | $6 | 12/31/2023 |
Smithfield Trust Co. | 312 | $6 | 12/31/2023 |
SCHH | 312 | $6 | 12/31/2023 |
Fortis Advisors LLC | 275 | $6 | 12/31/2023 |
SCHH | 275 | $6 | 12/31/2023 |
Key Financial Inc | 288 | $6 | 12/31/2023 |
SCHH | 288 | $6 | 12/31/2023 |
Bell Investment Advisors Inc | 308 | $6 | 12/31/2023 |
SCHH | 308 | $6 | 12/31/2023 |
Cherry Tree Wealth Management LLC | 272 | $6 | 12/31/2023 |
SCHH | 272 | $6 | 12/31/2023 |
American Capital Advisory LLC | 275 | $6 | 12/31/2023 |
SCHH | 275 | $6 | 12/31/2023 |
Prestige Wealth Management Group LLC | 241 | $5 | 03/31/2024 |
SCHH | 241 | $5 | 03/31/2024 |
Tsfg LLC | 228 | $5 | 03/31/2024 |
SCHH | 228 | $5 | 03/31/2024 |
Wolff Wiese Magana LLC | 250 | $5 | 03/31/2024 |
SCHH | 250 | $5 | 03/31/2024 |
Signature Resources Capital Management LLC | 257 | $5 | 03/31/2024 |
SCHH | 257 | $5 | 03/31/2024 |
Arlington Trust Co LLC | 242 | $5 | 03/31/2024 |
SCHH | 242 | $5 | 03/31/2024 |
Plante Moran Financial Advisors LLC | 219 | $5 | 12/31/2023 |
SCHH | 219 | $5 | 12/31/2023 |
Blue Bell Private Wealth Management LLC | 209 | $4 | 03/31/2024 |
SCHH | 209 | $4 | 03/31/2024 |
Horrell Capital Management Inc. | 220 | $4 | 03/31/2024 |
SCHH | 220 | $4 | 03/31/2024 |
Bellevue Asset Management LLC | 200 | $4 | 03/31/2024 |
SCHH | 200 | $4 | 03/31/2024 |
Proequities Inc. | 180 | $4 | 12/31/2023 |
SCHH | 180 | $4 | 12/31/2023 |
Hamilton Point Investment Advisors LLC | 184 | $4 | 12/31/2023 |
SCHH | 184 | $4 | 12/31/2023 |
EverSource Wealth Advisors LLC | 199 | $4 | 12/31/2023 |
SCHH | 199 | $4 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 194 | $4 | 12/31/2023 |
SCHH | 194 | $4 | 12/31/2023 |
Addison Advisors LLC | 216 | $4 | 12/31/2023 |
SCHH | 216 | $4 | 12/31/2023 |
Tidemark LLC | 193 | $4 | 12/31/2023 |
SCHH | 193 | $4 | 12/31/2023 |
Able Wealth Management LLC | 216 | $4 | 12/31/2023 |
SCHH | 216 | $4 | 12/31/2023 |
Bfsg LLC | 148 | $3 | 03/31/2024 |
SCHH | 148 | $3 | 03/31/2024 |
Sound Income Strategies LLC | 151 | $3 | 03/31/2024 |
SCHH | 151 | $3 | 03/31/2024 |
Atticus Wealth Management LLC | 148 | $3 | 03/31/2024 |
SCHH | 148 | $3 | 03/31/2024 |
Focused Wealth Management Inc | 131 | $3 | 12/31/2023 |
SCHH | 131 | $3 | 12/31/2023 |
Princeton Global Asset Management LLC | 150 | $3 | 12/31/2023 |
SCHH | 150 | $3 | 12/31/2023 |
Frazier Financial Advisors LLC | 130 | $3 | 12/31/2023 |
SCHH | 130 | $3 | 12/31/2023 |
Caldwell Sutter Capital Inc. | 120 | $2 | 03/31/2024 |
SCHH | 120 | $2 | 03/31/2024 |
WASHINGTON TRUST Co | 108 | $2 | 03/31/2024 |
SCHH | 108 | $2 | 03/31/2024 |
West Branch Capital LLC | 114 | $2 | 03/31/2024 |
SCHH | 114 | $2 | 03/31/2024 |
First Pacific Financial | 103 | $2 | 03/31/2024 |
SCHH | 103 | $2 | 03/31/2024 |
City State Bank | 86 | $2 | 03/31/2024 |
SCHH | 86 | $2 | 03/31/2024 |
Avion Wealth | 95 | $2 | 12/31/2023 |
SCHH | 95 | $2 | 12/31/2023 |
Carolinas Wealth Consulting LLC | 96 | $2 | 12/31/2023 |
SCHH | 96 | $2 | 12/31/2023 |
Archer Investment Corp | 108 | $2 | 12/31/2023 |
SCHH | 108 | $2 | 12/31/2023 |
DB Wealth Management Group LLC | 78 | $2 | 12/31/2023 |
SCHH | 78 | $2 | 12/31/2023 |
Bradley & Co. Private Wealth Management LLC | 106 | $2 | 12/31/2023 |
SCHH | 106 | $2 | 12/31/2023 |
Kiely Wealth Advisory Group Inc. | 90 | $2 | 12/31/2023 |
SCHH | 90 | $2 | 12/31/2023 |
Mather Group LLC. | 27 | $1 | 03/31/2024 |
SCHH | 27 | $1 | 03/31/2024 |
Tradewinds Capital Management LLC | 54 | $1 | 03/31/2024 |
SCHH | 54 | $1 | 03/31/2024 |
SOA Wealth Advisors LLC. | 44 | $1 | 03/31/2024 |
SCHH | 44 | $1 | 03/31/2024 |
Gpwm LLC | 67 | $1 | 03/31/2024 |
SCHH | 67 | $1 | 03/31/2024 |
Howe & Rusling Inc. | 51 | $1 | 12/31/2023 |
SCHH | 51 | $1 | 12/31/2023 |
Citigroup Inc. | 39 | $1 | 12/31/2023 |
SCHH | 39 | $1 | 12/31/2023 |
JFS Wealth Advisors LLC | 70 | $1 | 12/31/2023 |
SCHH | 70 | $1 | 12/31/2023 |
SRS Capital Advisors Inc. | 65 | $1 | 12/31/2023 |
SCHH | 65 | $1 | 12/31/2023 |
Capital Analysts LLC | 36 | $1 | 12/31/2023 |
SCHH | 36 | $1 | 12/31/2023 |
Salomon & Ludwin LLC | 32 | $1 | 12/31/2023 |
SCHH | 32 | $1 | 12/31/2023 |
Element Wealth LLC | 62 | $1 | 12/31/2023 |
SCHH | 62 | $1 | 12/31/2023 |
Team Financial Group LLC | 69 | $1 | 12/31/2023 |
SCHH | 69 | $1 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 26 | $1 | 12/31/2023 |
SCHH | 26 | $1 | 12/31/2023 |
Ruedi Wealth Management Inc. | 61 | $1 | 12/31/2023 |
SCHH | 61 | $1 | 12/31/2023 |
Koesten Hirschmann & Crabtree INC. | 43 | $1 | 12/31/2023 |
SCHH | 43 | $1 | 12/31/2023 |
Wiser Advisor Group LLC | 48 | $1 | 12/31/2023 |
SCHH | 48 | $1 | 12/31/2023 |
Financial Management Professionals Inc. | 16 | $0 | 03/31/2024 |
SCHH | 16 | $0 | 03/31/2024 |
Maryland Capital Advisors Inc. | 12 | $0 | 03/31/2024 |
SCHH | 12 | $0 | 03/31/2024 |
Huntington National Bank | 1 | $0 | 12/31/2023 |
SCHH | 1 | $0 | 12/31/2023 |
Townsend Asset Management Corp NC ADV | 14 | $0 | 12/31/2023 |
SCHH | 14 | $0 | 12/31/2023 |
First Manhattan Co. | 16 | $0 | 12/31/2023 |
SCHH | 16 | $0 | 12/31/2023 |
Transamerica Financial Advisors Inc. | 1 | $0 | 12/31/2023 |
SCHH | 1 | $0 | 12/31/2023 |
NewSquare Capital LLC | 2 | $0 | 12/31/2023 |
SCHH | 2 | $0 | 12/31/2023 |
Macroview Investment Management LLC | 10 | $0 | 12/31/2023 |
SCHH | 10 | $0 | 12/31/2023 |
Silicon Valley Capital Partners | 1 | $0 | 12/31/2023 |
SCHH | 1 | $0 | 12/31/2023 |
Ambassador Advisors LLC | 12 | $0 | 12/31/2023 |
SCHH | 12 | $0 | 12/31/2023 |
GPS Wealth Strategies Group LLC | 10 | $0 | 12/31/2023 |
SCHH | 10 | $0 | 12/31/2023 |
Gordian Capital Singapore Pte Ltd | 1 | $0 | 12/31/2023 |
SCHH | 1 | $0 | 12/31/2023 |
Oliver Lagore Vanvalin Investment Group | 2 | $0 | 12/31/2023 |
SCHH | 2 | $0 | 12/31/2023 |
Smartleaf Asset Management LLC | 8 | $0 | 12/31/2023 |
SCHH | 8 | $0 | 12/31/2023 |
Abich Financial Wealth Management LLC | 19 | $0 | 12/31/2023 |
SCHH | 19 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SCHH
See Details: Top 10 Hedge Funds Holding SCHH
Also See: SCHH Holdings Changes
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