HoldingsChannel.com



Funds Holding SCHJ

On this page, we present all of the funds holding SCHJ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SCHJ, with a link to that fund's top holdings. The next columns indicate the amount of SCHJ stock held by each of the funds holding SCHJ, followed by the SCHJ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 88 funds holding SCHJ 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 Management Inc.. For more details on the positions held by Charles Schwab Investment Management Inc. (or by any of the other funds holding SCHJ), click the fund name in the "Holder" column of the funds-holding-SCHJ table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Management Inc.2,079,771$100,619 12/31/2023
     SCHJ2,079,771$100,619 12/31/2023
Bank of America Corp DE162,726$7,873 12/31/2023
     SCHJ162,726$7,873 12/31/2023
Columbus Macro LLC152,343$7,363 03/31/2024
     SCHJ152,343$7,363 03/31/2024
Envestnet Asset Management Inc.135,889$6,574 12/31/2023
     SCHJ135,889$6,574 12/31/2023
Modera Wealth Management LLC115,266$5,577 12/31/2023
     SCHJ115,266$5,577 12/31/2023
Cetera Investment Advisers114,570$5,543 12/31/2023
     SCHJ114,570$5,543 12/31/2023
Greenup Street Wealth Management LLC95,459$4,618 12/31/2023
     SCHJ95,459$4,618 12/31/2023
Susquehanna International Group LLP92,676$4,484 12/31/2023
     SCHJ92,676$4,484 12/31/2023
HighTower Advisors LLC92,176$4,456 12/31/2023
     SCHJ92,176$4,456 12/31/2023
Jane Street Group LLC87,790$4,247 12/31/2023
     SCHJ87,790$4,247 12/31/2023
TAP Consulting LLC86,836$4,201 12/31/2023
     SCHJ86,836$4,201 12/31/2023
White Wing Wealth Management85,051$4,088 03/31/2024
     SCHJ85,051$4,088 03/31/2024
HM Payson & Co.75,000$3,628 12/31/2023
     SCHJ75,000$3,628 12/31/2023
Kades & Cheifetz LLC74,496$3,604 12/31/2023
     SCHJ74,496$3,604 12/31/2023
National Asset Management Inc.68,198$3,299 12/31/2023
     SCHJ68,198$3,299 12/31/2023
Essex LLC64,995$3,144 12/31/2023
     SCHJ64,995$3,144 12/31/2023
LPL Financial LLC56,940$2,755 12/31/2023
     SCHJ56,940$2,755 12/31/2023
AlphaStar Capital Management LLC55,899$2,704 12/31/2023
     SCHJ55,899$2,704 12/31/2023
Rosenberg Matthew Hamilton55,833$2,701 12/31/2023
     SCHJ55,833$2,701 12/31/2023
Meridian Wealth Management LLC44,298$2,143 12/31/2023
     SCHJ44,298$2,143 12/31/2023
Van Strum & Towne Inc.42,885$2,075 12/31/2023
     SCHJ42,885$2,075 12/31/2023
Altiora Financial Group LLC34,710$1,678 03/31/2024
     SCHJ34,710$1,678 03/31/2024
Mariner LLC34,121$1,651 12/31/2023
     SCHJ34,121$1,651 12/31/2023
Integrated Wealth Concepts LLC32,939$1,594 12/31/2023
     SCHJ32,939$1,594 12/31/2023
Cambridge Investment Research Advisors Inc.28,979$1,402 12/31/2023
     SCHJ28,979$1,402 12/31/2023
Charles Schwab Trust Co28,848$1,394 03/31/2024
     SCHJ28,848$1,394 03/31/2024
Brookstone Capital Management25,545$1,235 03/31/2024
     SCHJ25,545$1,235 03/31/2024
Valmark Advisers Inc.24,940$1,207 12/31/2023
     SCHJ24,940$1,207 12/31/2023
Jackson Creek Investment Advisors LLC24,949$1,207 12/31/2023
     SCHJ24,949$1,207 12/31/2023
Cahill Financial Advisors Inc.24,132$1,168 12/31/2023
     SCHJ24,132$1,168 12/31/2023
King Luther Capital Management Corp23,545$1,139 12/31/2023
     SCHJ23,545$1,139 12/31/2023
Compass Financial Group INC SD23,402$1,131 03/31/2024
     SCHJ23,402$1,131 03/31/2024
Advisor Group Holdings Inc.22,718$1,099 12/31/2023
     SCHJ22,718$1,099 12/31/2023
Client 1ST Advisory Group LLC21,199$1,026 12/31/2023
     SCHJ21,199$1,026 12/31/2023
United Capital Financial Advisers LLC21,110$1,021 12/31/2023
     SCHJ21,110$1,021 12/31/2023
Clearwater Capital Advisors LLC16,900$818 12/31/2023
     SCHJ16,900$818 12/31/2023
Atomi Financial Group Inc.14,739$713 12/31/2023
     SCHJ14,739$713 12/31/2023
Roundview Capital LLC13,429$650 12/31/2023
     SCHJ13,429$650 12/31/2023
Wedmont Private Capital13,502$649 03/31/2024
     SCHJ13,502$649 03/31/2024
Mutual Advisors LLC13,078$633 12/31/2023
     SCHJ13,078$633 12/31/2023
Farther Finance Advisors LLC12,710$615 12/31/2023
     SCHJ12,710$615 12/31/2023
Lederer & Associates Investment Counsel CA12,499$605 12/31/2023
     SCHJ12,499$605 12/31/2023
Creative Planning11,801$571 12/31/2023
     SCHJ11,801$571 12/31/2023
Financial Strategies Group Inc.11,613$558 03/31/2024
     SCHJ11,613$558 03/31/2024
Kingsview Wealth Management LLC11,303$547 12/31/2023
     SCHJ11,303$547 12/31/2023
Royal Bank of Canada10,857$525 12/31/2023
     SCHJ10,857$525 12/31/2023
Cetera Advisor Networks LLC10,271$497 12/31/2023
     SCHJ10,271$497 12/31/2023
Ameriprise Financial Inc.9,827$475 12/31/2023
     SCHJ9,827$475 12/31/2023
Harbour Investments Inc.9,408$455 12/31/2023
     SCHJ9,408$455 12/31/2023
Axxcess Wealth Management LLC8,928$432 12/31/2023
     SCHJ8,928$432 12/31/2023
Creative Financial Designs Inc. ADV8,474$410 12/31/2023
     SCHJ8,474$410 12/31/2023
Crescent Sterling Ltd.8,284$401 12/31/2023
     SCHJ8,284$401 12/31/2023
Capital Asset Advisory Services LLC8,257$397 03/31/2024
     SCHJ8,257$397 03/31/2024
Kovitz Investment Group Partners LLC7,429$359 12/31/2023
     SCHJ7,429$359 12/31/2023
Focus Financial Network Inc. ADV7,347$355 12/31/2023
     SCHJ7,347$355 12/31/2023
Lodestone Wealth Management LLC6,935$336 12/31/2023
     SCHJ6,935$336 12/31/2023
Captrust Financial Advisors6,806$329 12/31/2023
     SCHJ6,806$329 12/31/2023
Avantax Advisory Services Inc.6,754$327 12/31/2023
     SCHJ6,754$327 12/31/2023
Morgan Stanley6,056$293 12/31/2023
     SCHJ6,056$293 12/31/2023
Worth Asset Management LLC5,598$271 03/31/2024
     SCHJ5,598$271 03/31/2024
Wealth Enhancement Advisory Services LLC5,434$263 03/31/2024
     SCHJ5,434$263 03/31/2024
Cape Investment Advisory Inc.5,257$254 12/31/2023
     SCHJ5,257$254 12/31/2023
Cetera Advisors LLC5,025$243 12/31/2023
     SCHJ5,025$243 12/31/2023
FDx Advisors Inc.4,819$233 12/31/2023
     SCHJ4,819$233 12/31/2023
Golden State Equity Partners4,670$226 12/31/2023
     SCHJ4,670$226 12/31/2023
Commonwealth Equity Services LLC4,598$222 12/31/2023
     SCHJ4,598$222 12/31/2023
Dynamic Advisor Solutions LLC4,341$210 03/31/2024
     SCHJ4,341$210 03/31/2024
Midwest Heritage Bank FSB4,276$207 12/31/2023
     SCHJ4,276$207 12/31/2023
Parallel Advisors LLC3,940$191 12/31/2023
     SCHJ3,940$191 12/31/2023
IFP Advisors Inc2,311$112 12/31/2023
     SCHJ2,311$112 12/31/2023
Centaurus Financial Inc.2,094$101 12/31/2023
     SCHJ2,094$101 12/31/2023
Ancora Advisors LLC1,723$83 12/31/2023
     SCHJ1,723$83 12/31/2023
Coppell Advisory Solutions LLC953$46 12/31/2023
     SCHJ953$46 12/31/2023
Smartleaf Asset Management LLC919$44 12/31/2023
     SCHJ919$44 12/31/2023
AdvisorNet Financial Inc741$36 03/31/2024
     SCHJ741$36 03/31/2024
Principal Securities Inc.331$16 12/31/2023
     SCHJ331$16 12/31/2023
FMR LLC309$15 12/31/2023
     SCHJ309$15 12/31/2023
UBS Group AG285$14 12/31/2023
     SCHJ285$14 12/31/2023
The PNC Financial Services Group Inc.238$12 12/31/2023
     SCHJ238$12 12/31/2023
Able Wealth Management LLC205$10 12/31/2023
     SCHJ205$10 12/31/2023
NBC Securities Inc.202$9 03/31/2024
     SCHJ202$9 03/31/2024
CWM LLC79$4 03/31/2024
     SCHJ79$4 03/31/2024
Northwest Capital Management Inc83$4 03/31/2024
     SCHJ83$4 03/31/2024
Geneos Wealth Management Inc.56$3 12/31/2023
     SCHJ56$3 12/31/2023
JPMorgan Chase & Co.39$2 12/31/2023
     SCHJ39$2 12/31/2023
Family Asset Management LLC33$2 12/31/2023
     SCHJ33$2 12/31/2023
Proequities Inc.0$0 12/31/2023
     SCHJ0$0 12/31/2023
O Shaughnessy Asset Management LLC1$0 12/31/2023
     SCHJ1$0 12/31/2023
Allworth Financial LP5$0 12/31/2023
     SCHJ5$0 12/31/2023

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

Quotes delayed 20 minutes

Email EnvelopeFree SCHJ Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding SCHJ | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.