HoldingsChannel.com
Funds Holding SCHK
HolderAmountPosition Size
($ in 1000's)
 As of
Legacy Wealth Management Inc5,847,150$184,595 12/31/2019
     SCHK5,847,150$184,595 12/31/2019
Waddell & Associates LLC747,789$23,608 12/31/2019
     SCHK747,789$23,608 12/31/2019
Colony Group LLC419,769$13,252 12/31/2019
     SCHK419,769$13,252 12/31/2019
Financial Engines Advisors L.L.C.145,880$4,605 12/31/2019
     SCHK145,880$4,605 12/31/2019
Clearshares LLC144,064$4,548 12/31/2019
     SCHK144,064$4,548 12/31/2019
Janney Montgomery Scott LLC141,881$4,479 12/31/2019
     SCHK141,881$4,479 12/31/2019
HBK Sorce Advisory LLC137,668$4,346 12/31/2019
     SCHK137,668$4,346 12/31/2019
Prime Capital Investment Advisors LLC127,288$4,018 12/31/2019
     SCHK127,288$4,018 12/31/2019
Jane Street Group LLC116,846$3,689 12/31/2019
     SCHK116,846$3,689 12/31/2019
Honkamp Krueger Financial Services Inc.88,637$2,798 12/31/2019
     SCHK88,637$2,798 12/31/2019
Apollon Wealth Management LLC83,538$2,688 12/31/2019
     SCHK83,538$2,688 12/31/2019
Cambridge Investment Research Advisors Inc.54,526$1,721 12/31/2019
     SCHK54,526$1,721 12/31/2019
MML Investors Services LLC48,800$1,541 12/31/2019
     SCHK48,800$1,541 12/31/2019
Madison Wealth Management40,800$1,288 12/31/2019
     SCHK40,800$1,288 12/31/2019
Citadel Advisors LLC34,587$1,092 12/31/2019
     SCHK34,587$1,092 12/31/2019
Brouwer & Janachowski LLC29,921$945 12/31/2019
     SCHK29,921$945 12/31/2019
Omega Financial Group LLC29,452$930 12/31/2019
     SCHK29,452$930 12/31/2019
LPL Financial LLC27,055$854 12/31/2019
     SCHK27,055$854 12/31/2019
Cedar Brook Financial Partners LLC25,987$820 12/31/2019
     SCHK25,987$820 12/31/2019
Bank of America Corp DE21,448$677 12/31/2019
     SCHK21,448$677 12/31/2019
Royal Bank of Canada20,251$639 12/31/2019
     SCHK20,251$639 12/31/2019
Tower Research Capital LLC TRC 18,152$573 12/31/2019
     SCHK18,152$573 12/31/2019
Atlas Capital Advisors LLC $539 12/31/2019
     SCHK12,546$396 12/31/2019
     US Large Cap2,016$143 12/31/2019
Burleson & Company LLC14,928$486 12/31/2019
     SCHK14,928$486 12/31/2019
Garrison Asset Management LLC15,000$474 12/31/2019
     SCHK15,000$474 12/31/2019
Manchester Financial Inc.14,603$461 12/31/2019
     SCHK14,603$461 12/31/2019
Gladstone Institutional Advisory LLC13,816$436 12/31/2019
     SCHK13,816$436 12/31/2019
Phocas Financial Corp.13,038$411 12/31/2019
     SCHK13,038$411 12/31/2019
Stratos Wealth Advisors LLC12,658$400 12/31/2019
     SCHK12,658$400 12/31/2019
SOL Capital Management CO12,175$384 12/31/2019
     SCHK12,175$384 12/31/2019
Aspen Investment Management Inc11,210$354 12/31/2019
     SCHK11,210$354 12/31/2019
Susquehanna International Group LLP11,042$349 12/31/2019
     SCHK11,042$349 12/31/2019
KC Investment Advisors LLC10,971$346 12/31/2019
     SCHK10,971$346 12/31/2019
Goldman Sachs Group Inc.10,785$340 12/31/2019
     SCHK10,785$340 12/31/2019
Leavell Investment Management Inc.10,270$324 12/31/2019
     SCHK10,270$324 12/31/2019
Capital Wealth Planning LLC10,400$307 09/30/2019
     SCHK10,400$307 09/30/2019
Avantax Advisory Services Inc.9,470$296 12/31/2019
     SCHK9,470$296 12/31/2019
Thomasville National Bank6,977$220 12/31/2019
     SCHK6,977$220 12/31/2019
Bank of New York Mellon Corp6,802$215 12/31/2019
     SCHK6,802$215 12/31/2019
Peachtree Investment Partners LLC6,702$212 12/31/2019
     SCHK6,702$212 12/31/2019
Meridian Wealth Management LLC6,392$201 12/31/2019
     SCHK6,392$201 12/31/2019
Blue Bell Private Wealth Management LLC6,121$193 12/31/2019
     SCHK6,121$193 12/31/2019
Citigroup Inc.3,342$106 12/31/2019
     SCHK3,342$106 12/31/2019
Morgan Dempsey Capital Management LLC3,290$104 12/31/2019
     SCHK3,290$104 12/31/2019
UBS Group AG2,403$76 12/31/2019
     SCHK2,403$76 12/31/2019
Pflug Koory LLC2,068$65 12/31/2019
     SCHK2,068$65 12/31/2019
McIlrath & Eck LLC1,921$61 12/31/2019
     SCHK1,921$61 12/31/2019
Ladenburg Thalmann Financial Services Inc.1,493$47 12/31/2019
     SCHK1,493$47 12/31/2019
Brand Asset Management Group Inc.984$31 12/31/2019
     SCHK984$31 12/31/2019
Financial Advisory Service Inc.965$30 12/31/2019
     SCHK965$30 12/31/2019
Bank of Montreal Can795$25 12/31/2019
     SCHK795$25 12/31/2019
AdvisorNet Financial Inc757$24 12/31/2019
     SCHK757$24 12/31/2019
JFS Wealth Advisors LLC755$24 12/31/2019
     SCHK755$24 12/31/2019
FMR LLC500$16 12/31/2019
     SCHK500$16 12/31/2019
Morgan Stanley497$16 12/31/2019
     SCHK497$16 12/31/2019
Mycio Wealth Partners LLC500$16 12/31/2019
     SCHK500$16 12/31/2019
IFP Advisors Inc477$15 12/31/2019
     SCHK477$15 12/31/2019
Valeo Financial Advisors LLC397$13 12/31/2019
     SCHK397$13 12/31/2019
Carmichael Hill & Associates Inc.379$12 12/31/2019
     SCHK379$12 12/31/2019
Enterprise Financial Services Corp336$11 12/31/2019
     SCHK336$11 12/31/2019
Northwestern Mutual Wealth Management Co.351$11 12/31/2019
     SCHK351$11 12/31/2019
Advisor Group Inc.361$11 12/31/2019
     SCHK361$11 12/31/2019
Column Capital Advisors LLC280$8 12/31/2019
     SCHK280$8 12/31/2019
Advisory Services Network LLC250$8 12/31/2019
     SCHK250$8 12/31/2019
Winslow Evans & Crocker Inc.100$4 12/31/2019
     SCHK100$4 12/31/2019
Private Ocean LLC99$4 12/31/2019
     SCHK99$4 12/31/2019
Signaturefd LLC37$1 12/31/2019
     SCHK37$1 12/31/2019
Independence Advisors LLC47$1 12/31/2019
     SCHK47$1 12/31/2019
Wells Fargo & Company MN1$0 12/31/2019
     SCHK1$0 12/31/2019
Proequities Inc.0$0 12/31/2019
     SCHK0$0 12/31/2019
NewSquare Capital LLC1$0 12/31/2019
     SCHK1$0 12/31/2019
Heritage Wealth Advisors4$0 12/31/2019
     SCHK4$0 12/31/2019

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

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