HoldingsChannel.com
Funds Holding SCHM
HolderAmountPosition Size
($ in 1000's)
 As of
Financial Engines Advisors L.L.C.2,389,865$135,122 09/30/2019
     SCHM2,389,865$135,122 09/30/2019
Envestnet Asset Management Inc.2,145,462$121,304 09/30/2019
     SCHM2,145,462$121,304 09/30/2019
SVA Wealth Management LLC1,648,453$93,204 09/30/2019
     SCHM1,648,453$93,204 09/30/2019
Legacy Wealth Management Inc1,405,278$79,454 09/30/2019
     SCHM1,405,278$79,454 09/30/2019
Horizon Investments LLC1,225,188$69,272 09/30/2019
     SCHM1,225,188$69,272 09/30/2019
Northwestern Mutual Wealth Management Co.1,039,963$58,799 09/30/2019
     SCHM1,039,963$58,799 09/30/2019
HBK Sorce Advisory LLC986,368$55,769 09/30/2019
     SCHM986,368$55,769 09/30/2019
BLB&B Advisors LLC953,848$53,931 09/30/2019
     SCHM953,848$53,931 09/30/2019
UBS Group AG942,884$53,311 09/30/2019
     SCHM942,884$53,311 09/30/2019
Ameriprise Financial Inc.892,615$50,524 09/30/2019
     SCHM892,615$50,524 09/30/2019
Brouwer & Janachowski LLC737,769$41,713 09/30/2019
     SCHM737,769$41,713 09/30/2019
First Mercantile Trust Co.722,554$40,853 09/30/2019
     SCHM722,554$40,853 09/30/2019
Resources Investment Advisors LLC.698,223$39,478 09/30/2019
     SCHM698,223$39,478 09/30/2019
Raymond James Financial Services Advisors Inc.682,538$38,591 09/30/2019
     SCHM682,538$38,591 09/30/2019
Wealth Enhancement Advisory Services LLC644,151$36,140 09/30/2019
     SCHM644,151$36,140 09/30/2019
Mercer Global Advisors Inc. ADV630,867$35,669 09/30/2019
     SCHM630,867$35,669 09/30/2019
Thrivent Financial for Lutherans615,842$34,820 09/30/2019
     SCHM615,842$34,820 09/30/2019
Frontier Investment Mgmt Co.614,388$34,737 09/30/2019
     SCHM614,388$34,737 09/30/2019
JMG Financial Group Ltd.578,870$32,729 09/30/2019
     SCHM578,870$32,729 09/30/2019
Sfmg LLC575,241$32,524 09/30/2019
     SCHM575,241$32,524 09/30/2019
Cambridge Investment Research Advisors Inc.525,219$29,696 09/30/2019
     SCHM525,219$29,696 09/30/2019
Financial Consulate Inc.517,407$29,254 09/30/2019
     SCHM517,407$29,254 09/30/2019
Pinkerton Retirement Specialists LLC486,600$27,512 09/30/2019
     SCHM486,600$27,512 09/30/2019
Manchester Financial Inc.485,250$27,436 09/30/2019
     SCHM485,250$27,436 09/30/2019
PFS Investments Inc.483,549$27,340 09/30/2019
     SCHM483,549$27,340 09/30/2019
Nadler Financial Group Inc.473,354$26,763 09/30/2019
     SCHM473,354$26,763 09/30/2019
ProVise Management Group LLC471,029$26,632 09/30/2019
     SCHM471,029$26,632 09/30/2019
HighTower Advisors LLC468,986$26,512 09/30/2019
     SCHM468,986$26,512 09/30/2019
RKL Wealth Management LLC453,445$25,627 09/30/2019
     SCHM453,445$25,627 09/30/2019
Raymond James & Associates409,968$23,180 09/30/2019
     SCHM409,968$23,180 09/30/2019
Ladenburg Thalmann Financial Services Inc.387,958$21,935 09/30/2019
     SCHM387,958$21,935 09/30/2019
LPL Financial LLC379,595$21,462 09/30/2019
     SCHM379,595$21,462 09/30/2019
United Capital Financial Advisers LLC355,114$20,078 09/30/2019
     SCHM355,114$20,078 09/30/2019
Creative Planning350,342$19,808 09/30/2019
     SCHM350,342$19,808 09/30/2019
Mariner LLC324,444$18,344 09/30/2019
     SCHM324,444$18,344 09/30/2019
Morgan Stanley323,132$18,270 09/30/2019
     SCHM323,132$18,270 09/30/2019
Wells Fargo & Company MN316,782$17,911 09/30/2019
     SCHM316,782$17,911 09/30/2019
MML Investors Services LLC305,983$17,300 09/30/2019
     SCHM305,983$17,300 09/30/2019
Commonwealth Equity Services LLC301,462$17,044 09/30/2019
     SCHM301,462$17,044 09/30/2019
Summit Asset Management LLC294,344$16,642 09/30/2019
     SCHM294,344$16,642 09/30/2019
Emery Howard Portfolio Management Inc.291,343$16,473 09/30/2019
     SCHM291,343$16,473 09/30/2019
Captrust Financial Advisors272,305$15,396 09/30/2019
     SCHM272,305$15,396 09/30/2019
Buckingham Capital Management Inc.269,623$15,244 09/30/2019
     SCHM269,623$15,244 09/30/2019
HHM Wealth Advisors LLC264,829$14,973 09/30/2019
     SCHM264,829$14,973 09/30/2019
Summit Financial Strategies Inc.261,828$14,804 09/30/2019
     SCHM261,828$14,804 09/30/2019
Financial Management Professionals Inc.261,503$14,785 09/30/2019
     SCHM261,503$14,785 09/30/2019
Fiera Capital Corp260,871$14,750 09/30/2019
     SCHM260,871$14,750 09/30/2019
Leavell Investment Management Inc.259,510$14,673 09/30/2019
     SCHM259,510$14,673 09/30/2019
Campbell Wealth Management256,896$14,525 09/30/2019
     SCHM256,896$14,525 09/30/2019
Parsec Financial Management Inc.256,342$14,494 09/30/2019
     SCHM256,342$14,494 09/30/2019
CWH Capital Management Inc.255,754$14,460 09/30/2019
     SCHM255,754$14,460 09/30/2019
USAdvisors Wealth Management LLC247,796$14,010 09/30/2019
     SCHM247,796$14,010 09/30/2019
Salem Investment Counselors Inc.244,586$13,829 09/30/2019
     SCHM244,586$13,829 09/30/2019
Royal Bank of Canada243,289$13,755 09/30/2019
     SCHM243,289$13,755 09/30/2019
Prime Capital Investment Advisors LLC238,636$13,493 09/30/2019
     SCHM238,636$13,493 09/30/2019
Rainey & Randall Investment Management Inc.237,075$13,404 09/30/2019
     SCHM237,075$13,404 09/30/2019
Moisand Fitzgerald Tamayo LLC236,140$13,351 09/30/2019
     SCHM236,140$13,351 09/30/2019
Vista Private Wealth Partners. LLC234,386$13,203 09/30/2019
     SCHM234,386$13,203 09/30/2019
Lee Financial Co233,411$13,197 09/30/2019
     SCHM233,411$13,197 09/30/2019
Insight Wealth Strategies LLC230,385$13,026 09/30/2019
     SCHM230,385$13,026 09/30/2019
Moneywise Inc.226,068$12,782 09/30/2019
     SCHM226,068$12,782 09/30/2019
Omega Financial Group LLC219,566$12,414 09/30/2019
     SCHM219,566$12,414 09/30/2019
Mokosak Advisory Group LLC207,464$11,739 09/30/2019
     SCHM207,464$11,739 09/30/2019
Gemmer Asset Management LLC204,007$11,535 09/30/2019
     SCHM204,007$11,535 09/30/2019
AJ Wealth Strategies LLC203,072$11,482 09/30/2019
     SCHM203,072$11,482 09/30/2019
Trinity Legacy Partners LLC201,768$11,283 09/30/2019
     SCHM201,768$11,283 09/30/2019
BerganKDV Wealth Management LLC196,905$11,133 09/30/2019
     SCHM196,905$11,133 09/30/2019
Sage Financial Group Inc.193,082$10,917 09/30/2019
     SCHM193,082$10,917 09/30/2019
First National Corp MA ADV192,672$10,894 09/30/2019
     SCHM192,672$10,894 09/30/2019
Whittier Trust Co. of Nevada Inc.191,818$10,846 09/30/2019
     SCHM191,818$10,846 09/30/2019
OLD Dominion Capital Management Inc.188,244$10,643 09/30/2019
     SCHM188,244$10,643 09/30/2019
Triangle Securities Wealth Management186,175$10,526 09/30/2019
     SCHM186,175$10,526 09/30/2019
IFP Advisors Inc178,764$10,058 09/30/2019
     SCHM178,764$10,058 09/30/2019
Bank of America Corp DE176,255$9,966 09/30/2019
     SCHM176,255$9,966 09/30/2019
St. Johns Investment Management Company LLC175,552$9,926 09/30/2019
     SCHM175,552$9,926 09/30/2019
Valley National Advisers Inc.174,124$9,845 09/30/2019
     SCHM174,124$9,845 09/30/2019
Asset Advisors Investment Management LLC172,487$9,752 09/30/2019
     SCHM172,487$9,752 09/30/2019
Moneta Group Investment Advisors LLC171,525$9,698 09/30/2019
     SCHM171,525$9,698 09/30/2019
Marquette Asset Management LLC169,990$9,611 09/30/2019
     SCHM169,990$9,611 09/30/2019
Marshall Financial Group Inc. ADV168,001$9,499 09/30/2019
     SCHM168,001$9,499 09/30/2019
Summit Wealth & Retirement Planning Inc.164,787$9,317 09/30/2019
     SCHM164,787$9,317 09/30/2019
Elwood & Goetz Wealth Advisory Group LLC160,233$9,060 09/30/2019
     SCHM160,233$9,060 09/30/2019
Sharkey Howes & Javer158,973$8,988 09/30/2019
     SCHM158,973$8,988 09/30/2019
Bangor Savings Bank158,610$8,968 09/30/2019
     SCHM158,610$8,968 09/30/2019
Curbstone Financial Management Corp158,030$8,935 09/30/2019
     SCHM158,030$8,935 09/30/2019
Patriot Investment Management Inc.160,959$8,911 09/30/2019
     SCHM160,959$8,911 09/30/2019
Asset Management Group Inc.149,331$8,443 09/30/2019
     SCHM149,331$8,443 09/30/2019
Advisory Alpha LLC151,640$8,398 09/30/2019
     SCHM151,640$8,398 09/30/2019
Bristlecone Advisors LLC145,982$8,254 09/30/2019
     SCHM145,982$8,254 09/30/2019
Mountain Capital Investment Advisors Inc144,997$8,198 09/30/2019
     SCHM144,997$8,198 09/30/2019
Lathrop Investment Management Corp137,370$7,767 09/30/2019
     SCHM137,370$7,767 09/30/2019
Northwest Capital Management Inc134,843$7,624 09/30/2019
     SCHM134,843$7,624 09/30/2019
Pacific Edge Advisors LLC131,535$7,437 09/30/2019
     SCHM131,535$7,437 09/30/2019
Relaxing Retirement Coach130,604$7,380 09/30/2019
     SCHM130,604$7,380 09/30/2019
Biltmore Capital Advisors LLC130,166$7,360 09/30/2019
     SCHM130,166$7,360 09/30/2019
Alliance Wealth Management Group129,430$7,318 09/30/2019
     SCHM129,430$7,318 09/30/2019
Towercrest Capital Management129,430$7,318 09/30/2019
     SCHM129,430$7,318 09/30/2019
WESCAP Management Group Inc.128,805$7,282 09/30/2019
     SCHM128,805$7,282 09/30/2019
Leisure Capital Management128,730$7,278 09/30/2019
     SCHM128,730$7,278 09/30/2019
Tradewinds Capital Management LLC126,134$7,132 09/30/2019
     SCHM126,134$7,132 09/30/2019
Exchange Capital Management Inc.124,887$7,061 09/30/2019
     SCHM124,887$7,061 09/30/2019
Peak Financial Management Inc.122,987$6,954 09/30/2019
     SCHM122,987$6,954 09/30/2019
Baird Financial Group Inc.121,549$6,872 09/30/2019
     SCHM121,549$6,872 09/30/2019
Clearwater Capital Advisors LLC120,612$6,819 09/30/2019
     SCHM120,612$6,819 09/30/2019
Johnson Investment Counsel Inc.119,862$6,777 09/30/2019
     SCHM119,862$6,777 09/30/2019
Private Advisor Group LLC116,946$6,612 09/30/2019
     SCHM116,946$6,612 09/30/2019
Eaton Vance Management115,011$6,503 09/30/2019
     SCHM115,011$6,503 09/30/2019
Pittenger & Anderson Inc.113,909$6,440 09/30/2019
     SCHM113,909$6,440 09/30/2019
Advisor Group Inc.113,843$6,437 09/30/2019
     SCHM113,843$6,437 09/30/2019
Black Diamond Financial LLC113,460$6,370 09/30/2019
     SCHM113,460$6,370 09/30/2019
Blue Square Asset Management LLC105,391$5,959 09/30/2019
     SCHM105,391$5,959 09/30/2019
Kohmann Bosshard Financial Services LLC103,628$5,859 09/30/2019
     SCHM103,628$5,859 09/30/2019
Redhawk Wealth Advisors Inc.101,072$5,715 09/30/2019
     SCHM101,072$5,715 09/30/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC100,876$5,703 09/30/2019
     SCHM100,876$5,703 09/30/2019
Ironwood Wealth Management LLC.100,202$5,665 09/30/2019
     SCHM100,202$5,665 09/30/2019
Texas Yale Capital Corp.99,323$5,616 09/30/2019
     SCHM99,323$5,616 09/30/2019
MinichMacGregor Wealth Management LLC97,886$5,534 09/30/2019
     SCHM97,886$5,534 09/30/2019
Courage Miller Partners LLC96,615$5,463 09/30/2019
     SCHM96,615$5,463 09/30/2019
Colorado Capital Management Inc.96,239$5,441 09/30/2019
     SCHM96,239$5,441 09/30/2019
Newman Dignan & Sheerar Inc.94,634$5,351 09/30/2019
     SCHM94,634$5,351 09/30/2019
Krilogy Financial LLC94,179$5,325 09/30/2019
     SCHM94,179$5,325 09/30/2019
DAVENPORT & Co LLC90,786$5,183 09/30/2019
     SCHM90,786$5,183 09/30/2019
MCF Advisors LLC91,002$5,145 09/30/2019
     SCHM91,002$5,145 09/30/2019
Foster Victor Wealth Advisors LLC91,629$5,089 09/30/2019
     SCHM91,629$5,089 09/30/2019
North Star Asset Management Inc.89,615$5,067 09/30/2019
     SCHM89,615$5,067 09/30/2019
Lincoln Capital Corp88,465$5,002 09/30/2019
     SCHM88,465$5,002 09/30/2019
Laurel Wealth Advisors Inc.88,011$4,976 09/30/2019
     SCHM88,011$4,976 09/30/2019
Lowe Brockenbrough & Co. Inc.86,821$4,909 09/30/2019
     SCHM86,821$4,909 09/30/2019
FormulaFolio Investments LLC83,224$4,705 09/30/2019
     SCHM83,224$4,705 09/30/2019
Reitz Capital Advisors LLC83,152$4,701 09/30/2019
     SCHM83,152$4,701 09/30/2019
Planning Alternatives Ltd. ADV76,886$4,347 09/30/2019
     SCHM76,886$4,347 09/30/2019
Acorn Wealth Advisors LLC70,235$4,104 09/30/2019
     SCHM70,235$4,104 09/30/2019
Trustcore Financial Services LLC69,989$3,957 09/30/2019
     SCHM69,989$3,957 09/30/2019
One Capital Management LLC68,902$3,896 09/30/2019
     SCHM68,902$3,896 09/30/2019
Vishria Bird Financial Group LLC68,257$3,859 09/30/2019
     SCHM68,257$3,859 09/30/2019
Newport Wealth Strategies Inc.67,656$3,825 09/30/2019
     SCHM67,656$3,825 09/30/2019
Econ Financial Services Corp66,692$3,807 06/30/2019
     SCHM66,692$3,807 06/30/2019
Cahill Financial Advisors Inc.67,143$3,797 09/30/2019
     SCHM67,143$3,797 09/30/2019
Broadleaf Partners LLC66,663$3,769 09/30/2019
     SCHM66,663$3,769 09/30/2019
Smithbridge Asset Management Inc. DE63,986$3,618 09/30/2019
     SCHM63,986$3,618 09/30/2019
Secrest Blakey & Associates LLC63,175$3,572 09/30/2019
     SCHM63,175$3,572 09/30/2019
IMA Wealth Inc.62,999$3,562 09/30/2019
     SCHM62,999$3,562 09/30/2019
Financial Advisory Service Inc.62,586$3,539 09/30/2019
     SCHM62,586$3,539 09/30/2019
Gradient Capital Advisors LLC62,407$3,528 09/30/2019
     SCHM62,407$3,528 09/30/2019
Strategic Family Wealth Counselors L.L.C.62,389$3,527 09/30/2019
     SCHM62,389$3,527 09/30/2019
Asset Planning Services Ltd.62,202$3,517 09/30/2019
     SCHM62,202$3,517 09/30/2019
QCI Asset Management Inc. NY60,663$3,430 09/30/2019
     SCHM60,663$3,430 09/30/2019
Pinnacle Advisory Group Inc.59,347$3,355 09/30/2019
     SCHM59,347$3,355 09/30/2019
Cantor Fitzgerald Investment Adviser L.P.59,329$3,354 09/30/2019
     SCHM59,329$3,354 09/30/2019
Advisory Services Network LLC58,611$3,346 09/30/2019
     SCHM58,611$3,346 09/30/2019
Madden Advisory Services Inc.58,844$3,327 09/30/2019
     SCHM58,844$3,327 09/30/2019
Capital Advantage Inc.58,474$3,306 09/30/2019
     SCHM58,474$3,306 09/30/2019
Berkshire Asset Management LLC PA55,975$3,165 09/30/2019
     SCHM55,975$3,165 09/30/2019
Brand Asset Management Group Inc.54,232$3,066 09/30/2019
     SCHM54,232$3,066 09/30/2019
Kavar Capital Partners LLC54,082$3,058 09/30/2019
     SCHM54,082$3,058 09/30/2019
Burleson & Company LLC53,164$3,020 09/30/2019
     SCHM53,164$3,020 09/30/2019
Brio Consultants LLC53,167$3,006 09/30/2019
     SCHM53,167$3,006 09/30/2019
River Wealth Advisors LLC52,474$2,967 09/30/2019
     SCHM52,474$2,967 09/30/2019
Albion Financial Group UT51,844$2,931 09/30/2019
     SCHM51,844$2,931 09/30/2019
Exencial Wealth Advisors LLC51,527$2,913 09/30/2019
     SCHM51,527$2,913 09/30/2019
Starfire Investment Advisers Inc.51,118$2,890 09/30/2019
     SCHM51,118$2,890 09/30/2019
Goldman Sachs Group Inc.50,674$2,865 09/30/2019
     SCHM50,674$2,865 09/30/2019
Wilbanks Smith & Thomas Asset Management LLC50,625$2,862 09/30/2019
     SCHM50,625$2,862 09/30/2019
Providence Wealth Advisors LLC50,566$2,859 09/30/2019
     SCHM50,566$2,859 09/30/2019
Providence First Trust Co49,895$2,821 09/30/2019
     SCHM49,895$2,821 09/30/2019
Blue Bell Private Wealth Management LLC49,257$2,785 09/30/2019
     SCHM49,257$2,785 09/30/2019
Chesapeake Wealth Management49,249$2,785 09/30/2019
     SCHM49,249$2,785 09/30/2019
Schneider Downs Wealth Management Advisors LP48,546$2,745 09/30/2019
     SCHM48,546$2,745 09/30/2019
Forte Capital LLC ADV47,958$2,712 09/30/2019
     SCHM47,958$2,712 09/30/2019
Private Capital Management LLC47,476$2,684 09/30/2019
     SCHM47,476$2,684 09/30/2019
JFS Wealth Advisors LLC47,176$2,667 09/30/2019
     SCHM47,176$2,667 09/30/2019
Homrich & Berg46,777$2,645 09/30/2019
     SCHM46,777$2,645 09/30/2019
Alpha Omega Wealth Management LLC45,085$2,641 09/30/2019
     SCHM45,085$2,641 09/30/2019
Strategic Wealth Advisors Group LLC47,103$2,625 09/30/2019
     SCHM47,103$2,625 09/30/2019
Financial Architects Inc46,319$2,619 09/30/2019
     SCHM46,319$2,619 09/30/2019
Condor Capital Management46,177$2,611 09/30/2019
     SCHM46,177$2,611 09/30/2019
Fagan Associates Inc.44,942$2,541 09/30/2019
     SCHM44,942$2,541 09/30/2019
Founders Financial Securities LLC44,898$2,539 09/30/2019
     SCHM44,898$2,539 09/30/2019
Enterprise Financial Services Corp43,639$2,467 09/30/2019
     SCHM43,639$2,467 09/30/2019
First Hawaiian Bank43,541$2,462 09/30/2019
     SCHM43,541$2,462 09/30/2019
Aspiriant LLC43,491$2,462 09/30/2019
     SCHM43,491$2,462 09/30/2019
Stockman Wealth Management Inc.42,607$2,409 09/30/2019
     SCHM42,607$2,409 09/30/2019
Sequoia Financial Advisors LLC42,242$2,388 09/30/2019
     SCHM42,242$2,388 09/30/2019
Balentine LLC42,000$2,375 09/30/2019
     SCHM42,000$2,375 09/30/2019
Ironwood Financial llc41,818$2,364 09/30/2019
     SCHM41,818$2,364 09/30/2019
Lakeview Capital Partners LLC41,065$2,322 09/30/2019
     SCHM41,065$2,322 09/30/2019
MAI Capital Management40,952$2,315 09/30/2019
     SCHM40,952$2,315 09/30/2019
Shorepoint Capital Partners LLC40,476$2,289 09/30/2019
     SCHM40,476$2,289 09/30/2019
Beacon Pointe Advisors LLC40,047$2,263 09/30/2019
     SCHM40,047$2,263 09/30/2019
Benjamin F. Edwards & Company Inc.39,959$2,259 09/30/2019
     SCHM39,959$2,259 09/30/2019
Level Four Advisory Services LLC39,832$2,253 09/30/2019
     SCHM39,832$2,253 09/30/2019
Juncture Wealth Strategies LLC39,697$2,244 09/30/2019
     SCHM39,697$2,244 09/30/2019
Putnam FL Investment Management Co.39,039$2,207 09/30/2019
     SCHM39,039$2,207 09/30/2019
Alesco Advisors LLC39,031$2,207 09/30/2019
     SCHM39,031$2,207 09/30/2019
AlphaStar Capital Management LLC38,997$2,205 09/30/2019
     SCHM38,997$2,205 09/30/2019
Mengis Capital Management Inc.38,608$2,182 09/30/2019
     SCHM38,608$2,182 09/30/2019
Taylor Cottrill Erickson & Associates Inc.38,450$2,174 09/30/2019
     SCHM38,450$2,174 09/30/2019
Joseph P. Lucia & Associates LLC38,366$2,169 09/30/2019
     SCHM38,366$2,169 09/30/2019
Hudock Capital Group LLC37,925$2,144 09/30/2019
     SCHM37,925$2,144 09/30/2019
SeaCrest Wealth Management LLC37,498$2,120 09/30/2019
     SCHM37,498$2,120 09/30/2019
Armbruster Capital Management Inc.37,261$2,107 09/30/2019
     SCHM37,261$2,107 09/30/2019
Evermay Wealth Management LLC37,252$2,106 09/30/2019
     SCHM37,252$2,106 09/30/2019
Brightworth37,189$2,103 09/30/2019
     SCHM37,189$2,103 09/30/2019
Thoroughbred Financial Services LLC36,957$2,090 09/30/2019
     SCHM36,957$2,090 09/30/2019
Roundview Capital LLC35,856$2,027 09/30/2019
     SCHM35,856$2,027 09/30/2019
Cliftonlarsonallen Wealth Advisors LLC35,767$2,022 09/30/2019
     SCHM35,767$2,022 09/30/2019
DeGreen Capital Management LLC35,511$2,008 09/30/2019
     SCHM35,511$2,008 09/30/2019
Carmichael Hill & Associates Inc.35,489$2,007 09/30/2019
     SCHM35,489$2,007 09/30/2019
Cetera Advisors LLC35,031$1,981 09/30/2019
     SCHM35,031$1,981 09/30/2019
Resource Management LLC35,024$1,980 09/30/2019
     SCHM35,024$1,980 09/30/2019
Spence Asset Management34,777$1,966 09/30/2019
     SCHM34,777$1,966 09/30/2019
Harfst & Associates Inc.34,001$1,922 09/30/2019
     SCHM34,001$1,922 09/30/2019
Domani Wealth LLC33,851$1,914 09/30/2019
     SCHM33,851$1,914 09/30/2019
Susquehanna International Group LLP $1,901 09/30/2019
     SCHM28,028$1,585 09/30/2019
     Call10,300$582 09/30/2019
     Put4,700$266 09/30/2019
Steward Partners Investment Advisory LLC33,638$1,901 09/30/2019
     SCHM33,638$1,901 09/30/2019
YorkBridge Wealth Partners LLC33,242$1,879 09/30/2019
     SCHM33,242$1,879 09/30/2019
Tower Research Capital LLC TRC 32,777$1,853 09/30/2019
     SCHM32,777$1,853 09/30/2019
Kistler Tiffany Companies LLC32,610$1,844 09/30/2019
     SCHM32,610$1,844 09/30/2019
UBS Asset Management Americas Inc.32,556$1,841 09/30/2019
     SCHM32,556$1,841 09/30/2019
Patton Albertson Miller Group LLC32,445$1,834 09/30/2019
     SCHM32,445$1,834 09/30/2019
TMD & Associates Inc.31,360$1,790 06/30/2019
     SCHM31,360$1,790 06/30/2019
Pacific Wealth Strategies Group Inc.31,465$1,779 09/30/2019
     SCHM31,465$1,779 09/30/2019
Barnett & Company Inc.31,138$1,761 09/30/2019
     SCHM31,138$1,761 09/30/2019
Bigelow Investment Advisors LLC31,004$1,753 09/30/2019
     SCHM31,004$1,753 09/30/2019
KCM Investment Advisors LLC30,001$1,696 09/30/2019
     SCHM30,001$1,696 09/30/2019
Fulton Breakefield Broenniman LLC28,891$1,634 09/30/2019
     SCHM28,891$1,634 09/30/2019
FCA Corp TX28,762$1,626 09/30/2019
     SCHM28,762$1,626 09/30/2019
Gainplan LLC28,217$1,595 09/30/2019
     SCHM28,217$1,595 09/30/2019
Bartlett & Co. LLC28,002$1,583 09/30/2019
     SCHM28,002$1,583 09/30/2019
Hoylecohen LLC27,447$1,552 09/30/2019
     SCHM27,447$1,552 09/30/2019
Atria Investments LLC27,338$1,546 09/30/2019
     SCHM27,338$1,546 09/30/2019
Financial Advisory Group27,237$1,540 09/30/2019
     SCHM27,237$1,540 09/30/2019
First Republic Investment Management Inc.26,878$1,520 09/30/2019
     SCHM26,878$1,520 09/30/2019
Ausdal Financial Partners Inc.26,477$1,497 09/30/2019
     SCHM26,477$1,497 09/30/2019
Covenant Multifamily Offices LLC25,779$1,458 09/30/2019
     SCHM25,779$1,458 09/30/2019
Capital Wealth Planning LLC25,576$1,457 09/30/2019
     SCHM25,576$1,457 09/30/2019
Evergreen Advisors LLC25,714$1,454 09/30/2019
     SCHM25,714$1,454 09/30/2019
MUFG Americas Holdings Corp25,677$1,452 09/30/2019
     SCHM25,677$1,452 09/30/2019
Pinnacle Family Advisors LLC25,066$1,417 09/30/2019
     SCHM25,066$1,417 09/30/2019
361 Capital LLC25,045$1,416 09/30/2019
     SCHM25,045$1,416 09/30/2019
Cypress Wealth Services LLC24,889$1,407 09/30/2019
     SCHM24,889$1,407 09/30/2019
GW Henssler & Associates Ltd.24,477$1,384 09/30/2019
     SCHM24,477$1,384 09/30/2019
Belpointe Asset Management LLC24,044$1,373 06/30/2019
     SCHM24,044$1,373 06/30/2019
Shine Investment Advisory Services Inc.24,026$1,358 09/30/2019
     SCHM24,026$1,358 09/30/2019
Harborview Advisors LLC23,577$1,333 09/30/2019
     SCHM23,577$1,333 09/30/2019
Great Valley Advisor Group Inc.23,642$1,332 09/30/2019
     SCHM23,642$1,332 09/30/2019
Valmark Advisers Inc.23,524$1,330 09/30/2019
     SCHM23,524$1,330 09/30/2019
Meridian Wealth Management LLC23,481$1,328 09/30/2019
     SCHM23,481$1,328 09/30/2019
Gladstone Institutional Advisory LLC23,473$1,327 09/30/2019
     SCHM23,473$1,327 09/30/2019
Centaurus Financial Inc.22,424$1,268 09/30/2019
     SCHM22,424$1,268 09/30/2019
Prestige Wealth Management Group LLC21,950$1,241 09/30/2019
     SCHM21,950$1,241 09/30/2019
AdvisorNet Financial Inc21,852$1,236 09/30/2019
     SCHM21,852$1,236 09/30/2019
Peak Asset Management LLC21,752$1,230 09/30/2019
     SCHM21,752$1,230 09/30/2019
Orca Investment Management LLC21,175$1,197 09/30/2019
     SCHM21,175$1,197 09/30/2019
Barry Investment Advisors LLC20,954$1,185 09/30/2019
     SCHM20,954$1,185 09/30/2019
Atlas Capital Advisors LLC20,937$1,184 09/30/2019
     SCHM20,937$1,184 09/30/2019
Edge Capital Group LLC20,834$1,178 09/30/2019
     SCHM20,834$1,178 09/30/2019
Jackson Hole Capital Partners LLC20,520$1,160 09/30/2019
     SCHM20,520$1,160 09/30/2019
Armor Investment Advisors LLC20,057$1,134 09/30/2019
     SCHM20,057$1,134 09/30/2019
Beacon Pointe Wealth Advisors LLC19,831$1,121 09/30/2019
     SCHM19,831$1,121 09/30/2019
American Money Management LLC19,662$1,112 09/30/2019
     SCHM19,662$1,112 09/30/2019
First Allied Advisory Services Inc.19,375$1,097 09/30/2019
     SCHM19,375$1,097 09/30/2019
Arcus Capital Partners LLC18,846$1,066 09/30/2019
     SCHM18,846$1,066 09/30/2019
Glacier Peak Capital LLC18,810$1,064 09/30/2019
     SCHM18,810$1,064 09/30/2019
Next Capital Management LLC18,624$1,053 09/30/2019
     SCHM18,624$1,053 09/30/2019
Ifrah Financial Services Inc.18,531$1,048 09/30/2019
     SCHM18,531$1,048 09/30/2019
Stratos Wealth Advisors LLC18,494$1,046 09/30/2019
     SCHM18,494$1,046 09/30/2019
Altfest L J & Co. Inc.18,466$1,044 09/30/2019
     SCHM18,466$1,044 09/30/2019
Sawgrass Asset Management LLC18,437$1,042 09/30/2019
     SCHM18,437$1,042 09/30/2019
Arkansas Financial Group Inc.18,359$1,038 09/30/2019
     SCHM18,359$1,038 09/30/2019
Anderson Fisher LLC18,220$1,030 09/30/2019
     SCHM18,220$1,030 09/30/2019
Whitnell & Co.18,135$1,025 09/30/2019
     SCHM18,135$1,025 09/30/2019
Parsons Capital Management Inc. RI18,117$1,024 09/30/2019
     SCHM18,117$1,024 09/30/2019
Integrated Investment Consultants LLC17,900$1,012 09/30/2019
     SCHM17,900$1,012 09/30/2019
McAdam LLC17,793$1,006 09/30/2019
     SCHM17,793$1,006 09/30/2019
Abbrea Capital LLC17,685$1,000 09/30/2019
     SCHM17,685$1,000 09/30/2019
PFG Advisors18,131$997 09/30/2019
     SCHM18,131$997 09/30/2019
Colony Group LLC17,602$995 09/30/2019
     SCHM17,602$995 09/30/2019
Smith Moore & CO.17,316$979 09/30/2019
     SCHM17,316$979 09/30/2019
Mitchell Capital Management Co.17,318$979 09/30/2019
     SCHM17,318$979 09/30/2019
CRA Financial Services LLC17,280$977 09/30/2019
     SCHM17,280$977 09/30/2019
Strategic Financial Group LLC17,157$970 09/30/2019
     SCHM17,157$970 09/30/2019
Koshinski Asset Management Inc.17,141$969 09/30/2019
     SCHM17,141$969 09/30/2019
Legacy Bridge LLC16,772$948 09/30/2019
     SCHM16,772$948 09/30/2019
Ferris Capital LLC16,459$931 09/30/2019
     SCHM16,459$931 09/30/2019
Carnick & Kubik Group LLC16,445$930 09/30/2019
     SCHM16,445$930 09/30/2019
Cambridge Advisors Inc.16,344$924 09/30/2019
     SCHM16,344$924 09/30/2019
First Financial Bank Trust Division16,080$909 09/30/2019
     SCHM16,080$909 09/30/2019
Wagner Bowman Management Corp15,856$896 09/30/2019
     SCHM15,856$896 09/30/2019
Blue Chip Wealth Management Inc.15,457$874 09/30/2019
     SCHM15,457$874 09/30/2019
Pineno Levin & Ford Asset Management Inc.15,295$865 09/30/2019
     SCHM15,295$865 09/30/2019
Bogart Wealth LLC15,152$857 09/30/2019
     SCHM15,152$857 09/30/2019
Vivaldi Capital Management LLC15,097$854 09/30/2019
     SCHM15,097$854 09/30/2019
Comerica Securities Inc.15,067$852 09/30/2019
     SCHM15,067$852 09/30/2019
Columbus Macro LLC14,930$844 09/30/2019
     SCHM14,930$844 09/30/2019
Wisconsin Capital Management LLC14,839$839 09/30/2019
     SCHM14,839$839 09/30/2019
Sheets Smith Wealth Management14,708$832 09/30/2019
     SCHM14,708$832 09/30/2019
Strategic Capital Advisers Inc.14,705$831 09/30/2019
     SCHM14,705$831 09/30/2019
Vicus Capital14,647$828 09/30/2019
     SCHM14,647$828 09/30/2019
Stifel Financial Corp14,262$808 09/30/2019
     SCHM14,262$808 09/30/2019
Summit Financial Wealth Advisors LLC14,329$804 09/30/2019
     SCHM14,329$804 09/30/2019
Cetera Investment Advisers14,115$801 09/30/2019
     SCHM14,115$801 09/30/2019
Phocas Financial Corp.14,150$800 09/30/2019
     SCHM14,150$800 09/30/2019
BB&T Securities LLC13,514$766 09/30/2019
     SCHM13,514$766 09/30/2019
Grimes & Company Inc.13,328$754 09/30/2019
     SCHM13,328$754 09/30/2019
Hartline Investment Corp13,290$751 09/30/2019
     SCHM13,290$751 09/30/2019
Appleton Group LLC13,231$748 09/30/2019
     SCHM13,231$748 09/30/2019
Holderness Investments Co.13,089$740 09/30/2019
     SCHM13,089$740 09/30/2019
Old Port Advisors13,071$729 09/30/2019
     SCHM13,071$729 09/30/2019
Stordahl Capital Management Inc.12,791$723 09/30/2019
     SCHM12,791$723 09/30/2019
LeJeune Puetz Investment Counsel LLC12,587$712 09/30/2019
     SCHM12,587$712 09/30/2019
Bowling Portfolio Management LLC12,578$711 09/30/2019
     SCHM12,578$711 09/30/2019
D.B. Root & Company LLC12,574$710 09/30/2019
     SCHM12,574$710 09/30/2019
DDD Partners LLC12,501$707 09/30/2019
     SCHM12,501$707 09/30/2019
Sigma Investment Counselors Inc.12,461$705 09/30/2019
     SCHM12,461$705 09/30/2019
Janney Montgomery Scott LLC12,309$696 09/30/2019
     SCHM12,309$696 09/30/2019
Fort Pitt Capital Group LLC12,266$694 09/30/2019
     SCHM12,266$694 09/30/2019
Parkside Financial Bank & Trust12,173$688 09/30/2019
     SCHM12,173$688 09/30/2019
Cooper Haims Advisors LLC12,107$685 09/30/2019
     SCHM12,107$685 09/30/2019
Pinnacle Associates Ltd.12,031$680 09/30/2019
     SCHM12,031$680 09/30/2019
Wealthsource Partners LLC11,980$677 09/30/2019
     SCHM11,980$677 09/30/2019
Wealthstreet Investment Advisors LLC11,675$672 09/30/2019
     SCHM11,675$672 09/30/2019
Parallel Advisors LLC11,810$668 09/30/2019
     SCHM11,810$668 09/30/2019
Proequities Inc.11,793$667 09/30/2019
     SCHM11,793$667 09/30/2019
Colton Groome Financial Advisors LLC11,304$662 09/30/2019
     SCHM11,304$662 09/30/2019
IHT Wealth Management LLC11,610$656 09/30/2019
     SCHM11,610$656 09/30/2019
Princeton Global Asset Management LLC11,622$647 09/30/2019
     SCHM11,622$647 09/30/2019
Frontier Wealth Management LLC11,243$636 09/30/2019
     SCHM11,243$636 09/30/2019
SOL Capital Management CO11,110$628 09/30/2019
     SCHM11,110$628 09/30/2019
Intl Fcstone Inc.11,002$622 09/30/2019
     SCHM11,002$622 09/30/2019
Cetera Advisor Networks LLC10,953$617 09/30/2019
     SCHM10,953$617 09/30/2019
Pegasus Asset Management Inc.10,835$613 09/30/2019
     SCHM10,835$613 09/30/2019
Garrison Asset Management LLC10,751$608 09/30/2019
     SCHM10,751$608 09/30/2019
Cornerstone Wealth Management LLC10,691$604 09/30/2019
     SCHM10,691$604 09/30/2019
Opes Wealth Management LLC10,666$603 09/30/2019
     SCHM10,666$603 09/30/2019
Brown Advisory Inc.10,465$592 09/30/2019
     SCHM10,465$592 09/30/2019
Clear Investment Research LLC10,322$584 09/30/2019
     SCHM10,322$584 09/30/2019
Coldstream Capital Management Inc.10,320$583 09/30/2019
     SCHM10,320$583 09/30/2019
Ledyard National Bank10,247$579 09/30/2019
     SCHM10,247$579 09/30/2019
Wealthcare Advisory Partners LLC10,077$570 09/30/2019
     SCHM10,077$570 09/30/2019
Confluence Wealth Management LLC10,012$566 09/30/2019
     SCHM10,012$566 09/30/2019
MidWestOne Financial Group Inc.9,899$560 09/30/2019
     SCHM9,899$560 09/30/2019
Lido Advisors LLC9,866$558 09/30/2019
     SCHM9,866$558 09/30/2019
CIBC Private Wealth Group LLC9,763$552 09/30/2019
     SCHM9,763$552 09/30/2019
Pacific Sun Financial Corp9,444$534 09/30/2019
     SCHM9,444$534 09/30/2019
KC Investment Advisors LLC9,440$534 09/30/2019
     SCHM9,440$534 09/30/2019
Clearstead Advisors LLC9,297$526 09/30/2019
     SCHM9,297$526 09/30/2019
Johnson Financial Group Inc.9,257$524 09/30/2019
     SCHM9,257$524 09/30/2019
Foothills Asset Management Ltd.9,188$519 09/30/2019
     SCHM9,188$519 09/30/2019
Prospera Financial Services Inc9,044$511 09/30/2019
     SCHM9,044$511 09/30/2019
Pinnacle Wealth Management Advisory Group LLC9,018$510 09/30/2019
     SCHM9,018$510 09/30/2019
Boys Arnold & Co. Inc.9,024$507 09/30/2019
     SCHM9,024$507 09/30/2019
Financial Advocates Investment Management8,955$506 09/30/2019
     SCHM8,955$506 09/30/2019
Wealthcare Capital Management LLC8,929$505 09/30/2019
     SCHM8,929$505 09/30/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management8,415$476 09/30/2019
     SCHM8,415$476 09/30/2019
Calamos Advisors LLC8,344$472 09/30/2019
     SCHM8,344$472 09/30/2019
Boltwood Capital Management8,325$471 09/30/2019
     SCHM8,325$471 09/30/2019
Aspen Investment Management Inc8,303$469 09/30/2019
     SCHM8,303$469 09/30/2019
Front Row Advisors LLC8,043$455 09/30/2019
     SCHM8,043$455 09/30/2019
Honkamp Krueger Financial Services Inc.8,017$453 09/30/2019
     SCHM8,017$453 09/30/2019
Renaissance Technologies LLC8,000$452 09/30/2019
     SCHM8,000$452 09/30/2019
Boyer & Corporon Wealth Management LLC7,928$448 09/30/2019
     SCHM7,928$448 09/30/2019
Breiter Capital Management Inc.7,735$437 09/30/2019
     SCHM7,735$437 09/30/2019
BBVA USA Bancshares Inc.7,720$437 09/30/2019
     SCHM7,720$437 09/30/2019
Chicago Partners Investment Group LLC7,671$437 09/30/2019
     SCHM7,671$437 09/30/2019
Bank of New York Mellon Corp7,562$428 09/30/2019
     SCHM7,562$428 09/30/2019
Castle Rock Wealth Management LLC7,279$426 09/30/2019
     SCHM7,279$426 09/30/2019
Perigon Wealth Management LLC7,483$422 09/30/2019
     SCHM7,483$422 09/30/2019
EP Wealth Advisors LLC7,447$421 09/30/2019
     SCHM7,447$421 09/30/2019
Arlington Financial Advisors LLC7,417$419 09/30/2019
     SCHM7,417$419 09/30/2019
Novare Capital Management LLC7,358$416 09/30/2019
     SCHM7,358$416 09/30/2019
We Are One Seven LLC7,292$412 09/30/2019
     SCHM7,292$412 09/30/2019
Murphy Middleton Hinkle & Parker Inc.7,274$411 09/30/2019
     SCHM7,274$411 09/30/2019
Gillespie Robinson & Grimm Inc.7,160$405 09/30/2019
     SCHM7,160$405 09/30/2019
Contravisory Investment Management Inc.6,990$395 09/30/2019
     SCHM6,990$395 09/30/2019
Telemus Capital LLC6,911$391 09/30/2019
     SCHM6,911$391 09/30/2019
TCF National Bank6,907$391 09/30/2019
     SCHM6,907$391 09/30/2019
Heritage Way Advisors LLC6,804$385 09/30/2019
     SCHM6,804$385 09/30/2019
Chemical Bank6,697$382 06/30/2019
     SCHM6,697$382 06/30/2019
Somerset Group LLC6,627$375 09/30/2019
     SCHM6,627$375 09/30/2019
Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,545$370 09/30/2019
     SCHM6,545$370 09/30/2019
Twele Capital Management Inc.6,528$369 09/30/2019
     SCHM6,528$369 09/30/2019
BSW Wealth Partners6,245$353 09/30/2019
     SCHM6,245$353 09/30/2019
US Bancorp DE6,154$348 09/30/2019
     SCHM6,154$348 09/30/2019
FineMark National Bank & Trust6,150$348 09/30/2019
     SCHM6,150$348 09/30/2019
Valtinson Bruner Financial Planning LLC6,157$346 09/30/2019
     SCHM6,157$346 09/30/2019
Capital Investment Advisors LLC6,089$344 09/30/2019
     SCHM6,089$344 09/30/2019
Bronfman E.L. Rothschild L.P.6,023$341 09/30/2019
     SCHM6,023$341 09/30/2019
Bouchey Financial Group Ltd6,011$340 09/30/2019
     SCHM6,011$340 09/30/2019
Bfsg LLC5,992$339 09/30/2019
     SCHM5,992$339 09/30/2019
Lutz Financial Services LLC5,939$336 09/30/2019
     SCHM5,939$336 09/30/2019
Destination Wealth Management5,921$335 09/30/2019
     SCHM5,921$335 09/30/2019
Reston Wealth Management LLC5,927$335 09/30/2019
     SCHM5,927$335 09/30/2019
Naples Global Advisors LLC5,894$333 09/30/2019
     SCHM5,894$333 09/30/2019
Evensky & Katz LLC5,754$325 09/30/2019
     SCHM5,754$325 09/30/2019
Slow Capital Inc.5,733$324 09/30/2019
     SCHM5,733$324 09/30/2019
SignalPoint Asset Management LLC5,653$320 09/30/2019
     SCHM5,653$320 09/30/2019
McKinley Carter Wealth Services Inc.5,573$315 09/30/2019
     SCHM5,573$315 09/30/2019
SevenBridge Financial Group LLC5,517$312 09/30/2019
     SCHM5,517$312 09/30/2019
Cresset Asset Management LLC5,492$311 09/30/2019
     SCHM5,492$311 09/30/2019
Segment Wealth Management LLC5,408$306 09/30/2019
     SCHM5,408$306 09/30/2019
Pathway Financial Advisors LLC5,141$301 09/30/2019
     SCHM5,141$301 09/30/2019
RMB Capital Management LLC5,266$298 09/30/2019
     SCHM5,266$298 09/30/2019
BOK Financial Private Wealth Inc.5,256$297 09/30/2019
     SCHM5,256$297 09/30/2019
Hochman Cole Investment Advisors Inc.5,257$297 09/30/2019
     SCHM5,257$297 09/30/2019
Rock Point Advisors LLC5,225$295 09/30/2019
     SCHM5,225$295 09/30/2019
Pachira Investments Inc.5,204$294 09/30/2019
     SCHM5,204$294 09/30/2019
Well Done LLC5,190$293 09/30/2019
     SCHM5,190$293 09/30/2019
United Income Inc.4,947$279 09/30/2019
     SCHM4,947$279 09/30/2019
Fiduciary Trust Co.4,750$269 09/30/2019
     SCHM4,750$269 09/30/2019
National Asset Management Inc.4,736$268 09/30/2019
     SCHM4,736$268 09/30/2019
Sigma Planning Corp4,641$262 09/30/2019
     SCHM4,641$262 09/30/2019
Nikulski Financial Inc.4,670$262 09/30/2019
     SCHM4,670$262 09/30/2019
Northern Trust Corp4,617$261 09/30/2019
     SCHM4,617$261 09/30/2019
PNC Financial Services Group Inc.4,629$261 09/30/2019
     SCHM4,629$261 09/30/2019
Paracle Advisors LLC4,630$261 09/30/2019
     SCHM4,630$261 09/30/2019
Mather Group LLC.4,536$256 09/30/2019
     SCHM4,536$256 09/30/2019
Dynamic Advisor Solutions LLC4,530$256 09/30/2019
     SCHM4,530$256 09/30/2019
SNS Financial Group LLC4,504$255 09/30/2019
     SCHM4,504$255 09/30/2019
Suntrust Banks Inc.4,480$253 09/30/2019
     SCHM4,480$253 09/30/2019
NEXT Financial Group Inc4,405$249 09/30/2019
     SCHM4,405$249 09/30/2019
Zacks Investment Management4,355$246 09/30/2019
     SCHM4,355$246 09/30/2019
LexAurum Advisors LLC4,346$246 09/30/2019
     SCHM4,346$246 09/30/2019
Sowell Financial Services LLC4,327$245 09/30/2019
     SCHM4,327$245 09/30/2019
Penobscot Investment Management Company Inc.4,315$244 09/30/2019
     SCHM4,315$244 09/30/2019
Stillwater Capital Advisors LLC4,305$243 09/30/2019
     SCHM4,305$243 09/30/2019
Guidant Wealth Advisors4,165$236 09/30/2019
     SCHM4,165$236 09/30/2019
Appleton Partners Inc. MA4,121$233 09/30/2019
     SCHM4,121$233 09/30/2019
Plancorp LLC4,056$229 09/30/2019
     SCHM4,056$229 09/30/2019
Youngs Advisory Group Inc.4,050$229 09/30/2019
     SCHM4,050$229 09/30/2019
Keel Point LLC3,935$222 09/30/2019
     SCHM3,935$222 09/30/2019
Asset Planning Services Inc. LA ADV3,912$221 09/30/2019
     SCHM3,912$221 09/30/2019
Pinnacle Financial Partners Inc.3,888$220 09/30/2019
     SCHM3,888$220 09/30/2019
REDW Wealth LLC3,883$220 09/30/2019
     SCHM3,883$220 09/30/2019
Asset Dedication LLC3,874$219 09/30/2019
     SCHM3,874$219 09/30/2019
Cedar Brook Financial Partners LLC3,851$218 09/30/2019
     SCHM3,851$218 09/30/2019
Raub Brock Capital Management LP3,832$217 09/30/2019
     SCHM3,832$217 09/30/2019
Red Cedar Capital LLC3,825$216 09/30/2019
     SCHM3,825$216 09/30/2019
RBA Wealth Management LLC3,816$216 09/30/2019
     SCHM3,816$216 09/30/2019
AE Wealth Management LLC3,749$212 09/30/2019
     SCHM3,749$212 09/30/2019
Gateway Advisory LLC3,729$211 09/30/2019
     SCHM3,729$211 09/30/2019
Personal Capital Advisors Corp3,740$211 09/30/2019
     SCHM3,740$211 09/30/2019
Kalos Management Inc.3,621$211 09/30/2019
     SCHM3,621$211 09/30/2019
Carnegie Capital Asset Management LLC3,705$209 09/30/2019
     SCHM3,705$209 09/30/2019
Donaldson Capital Management LLC3,671$208 09/30/2019
     SCHM3,671$208 09/30/2019
McMahon Financial Advisors LLC3,681$208 09/30/2019
     SCHM3,681$208 09/30/2019
Comprehensive Portfolio Management LLC3,676$208 09/30/2019
     SCHM3,676$208 09/30/2019
Berkshire Money Management Inc.3,612$204 09/30/2019
     SCHM3,612$204 09/30/2019
SWS Partners3,463$204 09/30/2019
     SCHM3,463$204 09/30/2019
Apollon Wealth Management LLC3,617$204 09/30/2019
     SCHM3,617$204 09/30/2019
Hendershot Investments Inc.3,586$203 09/30/2019
     SCHM3,586$203 09/30/2019
Reilly Financial Advisors LLC3,476$197 09/30/2019
     SCHM3,476$197 09/30/2019
Mycio Wealth Partners LLC3,117$176 09/30/2019
     SCHM3,117$176 09/30/2019
FMR LLC2,941$166 09/30/2019
     SCHM2,941$166 09/30/2019
Northwest Investment Counselors LLC2,699$153 09/30/2019
     SCHM2,699$153 09/30/2019
FinTrust Capital Advisors LLC2,600$147 09/30/2019
     SCHM2,600$147 09/30/2019
Flagship Harbor Advisors LLC2,598$146 09/30/2019
     SCHM2,598$146 09/30/2019
San Francisco Sentry Investment Group CA2,540$144 09/30/2019
     SCHM2,540$144 09/30/2019
Sun Life Financial INC2,375$134 09/30/2019
     SCHM2,375$134 09/30/2019
Oppenheimer Asset Management Inc.2,370$134 09/30/2019
     SCHM2,370$134 09/30/2019
Bedel Financial Consulting Inc.2,356$133 09/30/2019
     SCHM2,356$133 09/30/2019
Bank of Montreal Can2,327$132 09/30/2019
     SCHM2,327$132 09/30/2019
BlackRock Inc.2,322$131 09/30/2019
     SCHM2,322$131 09/30/2019
Bridger Capital Management LLC2,302$130 09/30/2019
     SCHM2,302$130 09/30/2019
Massey Quick Simon & CO. LLC2,245$127 09/30/2019
     SCHM2,245$127 09/30/2019
Valeo Financial Advisors LLC2,208$125 09/30/2019
     SCHM2,208$125 09/30/2019
Optimum Investment Advisors2,184$124 09/30/2019
     SCHM2,184$124 09/30/2019
Coastal Investment Advisors Inc.2,195$124 09/30/2019
     SCHM2,195$124 09/30/2019
Laurel Wealth Advisors LLC2,073$117 09/30/2019
     SCHM2,073$117 09/30/2019
Financial Advantage Inc.2,017$114 09/30/2019
     SCHM2,017$114 09/30/2019
Horan Capital Management1,827$103 09/30/2019
     SCHM1,827$103 09/30/2019
Venturi Wealth Management LLC1,780$101 09/30/2019
     SCHM1,780$101 09/30/2019
Ameritas Investment Corp1,715$97 09/30/2019
     SCHM1,715$97 09/30/2019
Global Retirement Partners LLC1,594$90 09/30/2019
     SCHM1,594$90 09/30/2019
Glenmede Trust Co. NA1,564$88 09/30/2019
     SCHM1,564$88 09/30/2019
Capital Directions Investment Advisors LLC1,518$86 09/30/2019
     SCHM1,518$86 09/30/2019
Capital Investment Advisory Services LLC1,486$84 09/30/2019
     SCHM1,486$84 09/30/2019
Signaturefd LLC1,403$79 09/30/2019
     SCHM1,403$79 09/30/2019
TCI Wealth Advisors Inc.1,382$78 09/30/2019
     SCHM1,382$78 09/30/2019
Permanens Capital L.P.1,363$77 09/30/2019
     SCHM1,363$77 09/30/2019
Thompson Siegel & Walmsley LLC1,300$74 09/30/2019
     SCHM1,300$74 09/30/2019
FTB Advisors Inc.1,138$64 09/30/2019
     SCHM1,138$64 09/30/2019
Capital Advisors Ltd. LLC1,051$59 09/30/2019
     SCHM1,051$59 09/30/2019
Citigroup Inc.917$52 09/30/2019
     SCHM917$52 09/30/2019
JNBA Financial Advisors921$52 09/30/2019
     SCHM921$52 09/30/2019
MRA Associates USA LLC898$51 09/30/2019
     SCHM898$51 09/30/2019
Certified Advisory Corp868$49 09/30/2019
     SCHM868$49 09/30/2019
Pflug Koory LLC832$47 09/30/2019
     SCHM832$47 09/30/2019
Creative Financial Designs Inc. ADV816$45 09/30/2019
     SCHM816$45 09/30/2019
Sandy Spring Bank765$43 09/30/2019
     SCHM765$43 09/30/2019
Mark Sheptoff Financial Planning LLC726$41 09/30/2019
     SCHM726$41 09/30/2019
Blume Capital Management Inc.711$40 09/30/2019
     SCHM711$40 09/30/2019
Cranbrook Wealth Management LLC709$40 09/30/2019
     SCHM709$40 09/30/2019
Plante Moran Financial Advisors LLC654$37 09/30/2019
     SCHM654$37 09/30/2019
Lehman & Derafelo Financial Resources LLC611$35 09/30/2019
     SCHM611$35 09/30/2019
C M Bidwell & Associates Ltd.575$33 09/30/2019
     SCHM575$33 09/30/2019
HM Payson & Co.525$30 09/30/2019
     SCHM525$30 09/30/2019
Carroll Financial Associates Inc.500$28 09/30/2019
     SCHM500$28 09/30/2019
Glassman Wealth Services504$28 09/30/2019
     SCHM504$28 09/30/2019
Strategic Blueprint LLC500$28 09/30/2019
     SCHM500$28 09/30/2019
Patriot Financial Group Insurance Agency LLC439$25 09/30/2019
     SCHM439$25 09/30/2019
Investors Research Corp430$24 09/30/2019
     SCHM430$24 09/30/2019
JPMorgan Chase & Co.403$23 09/30/2019
     SCHM403$23 09/30/2019
Sterling Investment Advisors Ltd.414$23 09/30/2019
     SCHM414$23 09/30/2019
BDO Wealth Advisors LLC376$21 09/30/2019
     SCHM376$21 09/30/2019
CWM LLC342$19 09/30/2019
     SCHM342$19 09/30/2019
Ellevest Inc.340$19 09/30/2019
     SCHM340$19 09/30/2019
Quadrant Capital Group LLC350$19 09/30/2019
     SCHM350$19 09/30/2019
Quantum Capital Management325$18 09/30/2019
     SCHM325$18 09/30/2019
Private Ocean LLC297$17 09/30/2019
     SCHM297$17 09/30/2019
North Star Investment Management Corp.275$16 09/30/2019
     SCHM275$16 09/30/2019
Rehmann Capital Advisory Group274$16 06/30/2019
     SCHM274$16 06/30/2019
Blair William & Co. IL269$15 09/30/2019
     SCHM269$15 09/30/2019
LifePlan Financial Group Inc269$15 09/30/2019
     SCHM269$15 09/30/2019
Macroview Investment Management LLC252$14 09/30/2019
     SCHM252$14 09/30/2019
McIlrath & Eck LLC254$14 09/30/2019
     SCHM254$14 09/30/2019
Baldwin Brothers Inc. MA233$13 09/30/2019
     SCHM233$13 09/30/2019
AllSquare Wealth Management LLC235$13 09/30/2019
     SCHM235$13 09/30/2019
Horan Capital Advisors LLC.215$12 09/30/2019
     SCHM215$12 09/30/2019
Coastal Capital Group Inc.180$10 09/30/2019
     SCHM180$10 09/30/2019
Massmutual Trust Co. FSB ADV157$9 09/30/2019
     SCHM157$9 09/30/2019
Truewealth LLC160$9 09/30/2019
     SCHM160$9 09/30/2019
Northern Oak Wealth Management Inc.136$8 09/30/2019
     SCHM136$8 09/30/2019
Gradient Investments LLC139$8 09/30/2019
     SCHM139$8 09/30/2019
Whitener Capital Management Inc.126$7 09/30/2019
     SCHM126$7 09/30/2019
Horrell Capital Management Inc.120$7 09/30/2019
     SCHM120$7 09/30/2019
Spectrum Management Group Inc.105$6 09/30/2019
     SCHM105$6 09/30/2019
Winslow Evans & Crocker Inc.100$6 09/30/2019
     SCHM100$6 09/30/2019
Roble Belko & Company Inc113$6 09/30/2019
     SCHM113$6 09/30/2019
Harvest Group Wealth Management LLC111$6 09/30/2019
     SCHM111$6 09/30/2019
Larson Financial Group LLC107$6 09/30/2019
     SCHM107$6 09/30/2019
Benjamin Edwards Inc.85$5 09/30/2019
     SCHM85$5 09/30/2019
Golden State Wealth Management LLC93$5 09/30/2019
     SCHM93$5 09/30/2019
Barrett Asset Management LLC75$4 09/30/2019
     SCHM75$4 09/30/2019
Burt Wealth Advisors72$4 09/30/2019
     SCHM72$4 09/30/2019
Gs Investments Inc.67$4 09/30/2019
     SCHM67$4 09/30/2019
CENTRAL TRUST Co50$3 09/30/2019
     SCHM50$3 09/30/2019
Trust Co. of Vermont56$3 09/30/2019
     SCHM56$3 09/30/2019
Quantum Capital Management LLC NJ50$3 09/30/2019
     SCHM50$3 09/30/2019
Knuff & Co LLC55$3 09/30/2019
     SCHM55$3 09/30/2019
Fifth Third Bancorp35$2 09/30/2019
     SCHM35$2 09/30/2019
Stearns Financial Services Group35$2 09/30/2019
     SCHM35$2 09/30/2019
Squar Milner Financial Services LLC41$2 09/30/2019
     SCHM41$2 09/30/2019
Cutler Group LP $1 09/30/2019
     Call2,000$1 09/30/2019
     Put100$0 09/30/2019
Stratos Wealth Partners LTD.161$1 09/30/2019
     SCHM161$1 09/30/2019
Howe & Rusling Inc.2$0 09/30/2019
     SCHM2$0 09/30/2019
NewSquare Capital LLC7$0 09/30/2019
     SCHM7$0 09/30/2019
Crewe Advisors LLC1$0 09/30/2019
     SCHM1$0 09/30/2019
Personal Wealth Partners0$0 09/30/2019
     SCHM0$0 09/30/2019
Investment Security Group Inc. Co. ADV806,133$-47,102 09/30/2019
     Put806,133$47,102 09/30/2019

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

Quotes delayed 20 minutes

Funds Holding SCHM | www.HoldingsChannel.com

Copyright © 2013 - 2019, 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.