HoldingsChannel.com
Funds Holding SCHM
HolderAmountPosition Size
($ in 1000's)
 As of
Creative Planning5,449,424$229,748 03/31/2020
     SCHM5,449,424$229,748 03/31/2020
Sunbelt Securities Inc.2,970,951$162,207 03/31/2020
     SCHM2,970,951$162,207 03/31/2020
Financial Engines Advisors L.L.C.3,166,947$133,518 03/31/2020
     SCHM3,166,947$133,518 03/31/2020
SVA Wealth Management LLC1,699,109$71,634 03/31/2020
     SCHM1,699,109$71,634 03/31/2020
Legacy Wealth Management Inc1,616,954$68,171 03/31/2020
     SCHM1,616,954$68,171 03/31/2020
UBS Group AG1,353,452$57,062 03/31/2020
     SCHM1,353,452$57,062 03/31/2020
Northwestern Mutual Wealth Management Co.1,272,190$53,635 03/31/2020
     SCHM1,272,190$53,635 03/31/2020
HighTower Advisors LLC1,167,660$49,233 03/31/2020
     SCHM1,167,660$49,233 03/31/2020
Prime Capital Investment Advisors LLC1,162,775$49,023 03/31/2020
     SCHM1,162,775$49,023 03/31/2020
HBK Sorce Advisory LLC1,075,604$45,348 03/31/2020
     SCHM1,075,604$45,348 03/31/2020
Raymond James Financial Services Advisors Inc.1,015,790$42,825 03/31/2020
     SCHM1,015,790$42,825 03/31/2020
BLB&B Advisors LLC983,761$41,475 03/31/2020
     SCHM983,761$41,475 03/31/2020
Investment Security Group Inc. Co. ADV760,128$39,998 06/30/2020
     SCHM760,128$39,998 06/30/2020
First Mercantile Trust Co.887,466$37,415 03/31/2020
     SCHM887,466$37,415 03/31/2020
JMG Financial Group Ltd.870,321$36,693 03/31/2020
     SCHM870,321$36,693 03/31/2020
Ameriprise Financial Inc.851,328$35,935 03/31/2020
     SCHM851,328$35,935 03/31/2020
Brouwer & Janachowski LLC741,562$31,264 03/31/2020
     SCHM741,562$31,264 03/31/2020
Resources Investment Advisors LLC.681,332$28,725 03/31/2020
     SCHM681,332$28,725 03/31/2020
Frontier Investment Mgmt Co.677,288$28,554 03/31/2020
     SCHM677,288$28,554 03/31/2020
Mercer Global Advisors Inc. ADV646,244$27,246 03/31/2020
     SCHM646,244$27,246 03/31/2020
Wealth Enhancement Advisory Services LLC547,303$26,124 03/31/2020
     SCHM547,303$26,124 03/31/2020
Parsec Financial Management Inc.600,589$25,321 03/31/2020
     SCHM600,589$25,321 03/31/2020
Thrivent Financial for Lutherans512,417$21,603 03/31/2020
     SCHM512,417$21,603 03/31/2020
RKL Wealth Management LLC506,016$21,334 03/31/2020
     SCHM506,016$21,334 03/31/2020
Advisory Alpha LLC470,294$21,024 03/31/2020
     SCHM470,294$21,024 03/31/2020
Nadler Financial Group Inc.398,519$20,970 06/30/2020
     SCHM398,519$20,970 06/30/2020
ProVise Management Group LLC472,606$19,925 03/31/2020
     SCHM472,606$19,925 03/31/2020
FormulaFolio Investments LLC459,263$19,363 03/31/2020
     SCHM459,263$19,363 03/31/2020
Envestnet Asset Management Inc.353,040$18,577 06/30/2020
     SCHM353,040$18,577 06/30/2020
MML Investors Services LLC409,716$17,274 03/31/2020
     SCHM409,716$17,274 03/31/2020
Morgan Stanley408,801$17,235 03/31/2020
     SCHM408,801$17,235 03/31/2020
Advisor Group Holdings Inc.3,781,026$17,210 03/31/2020
     SCHM3,781,026$17,210 03/31/2020
Lighthouse Financial Advisors Inc.406,232$16,992 03/31/2020
     SCHM406,232$16,992 03/31/2020
LPL Financial LLC385,563$16,255 03/31/2020
     SCHM385,563$16,255 03/31/2020
Mariner LLC376,564$15,876 03/31/2020
     SCHM376,564$15,876 03/31/2020
Pinkerton Retirement Specialists LLC362,312$15,275 03/31/2020
     SCHM362,312$15,275 03/31/2020
Commonwealth Equity Services LLC351,266$14,809 03/31/2020
     SCHM351,266$14,809 03/31/2020
Moneta Group Investment Advisors LLC351,210$14,807 03/31/2020
     SCHM351,210$14,807 03/31/2020
United Capital Financial Advisers LLC347,395$14,646 03/31/2020
     SCHM347,395$14,646 03/31/2020
HHM Wealth Advisors LLC335,913$14,162 03/31/2020
     SCHM335,913$14,162 03/31/2020
Atlanta Financial Associates LLC ADV334,585$14,106 03/31/2020
     SCHM334,585$14,106 03/31/2020
Resource Management LLC324,505$13,681 03/31/2020
     SCHM324,505$13,681 03/31/2020
Summit Asset Management LLC315,451$13,299 03/31/2020
     SCHM315,451$13,299 03/31/2020
Mokosak Advisory Group LLC249,981$13,165 06/30/2020
     SCHM249,981$13,165 06/30/2020
Moneywise Inc.247,124$13,004 06/30/2020
     SCHM247,124$13,004 06/30/2020
Emery Howard Portfolio Management Inc.303,060$12,777 03/31/2020
     SCHM303,060$12,777 03/31/2020
Cambridge Investment Research Advisors Inc.299,693$12,635 03/31/2020
     SCHM299,693$12,635 03/31/2020
Wells Fargo & Company MN291,137$12,275 03/31/2020
     SCHM291,137$12,275 03/31/2020
Omega Financial Group LLC215,704$11,350 06/30/2020
     SCHM215,704$11,350 06/30/2020
Leavell Investment Management Inc.266,252$11,225 03/31/2020
     SCHM266,252$11,225 03/31/2020
Summit Financial Strategies Inc.264,377$11,146 03/31/2020
     SCHM264,377$11,146 03/31/2020
CWH Capital Management Inc.264,122$11,135 03/31/2020
     SCHM264,122$11,135 03/31/2020
Lutz Financial Services LLC261,896$11,042 03/31/2020
     SCHM261,896$11,042 03/31/2020
Filbrandt Wealth Management LLC259,137$10,925 03/31/2020
     SCHM259,137$10,925 03/31/2020
Moisand Fitzgerald Tamayo LLC256,949$10,833 03/31/2020
     SCHM256,949$10,833 03/31/2020
Buckingham Capital Management Inc.256,904$10,831 03/31/2020
     SCHM256,904$10,831 03/31/2020
Financial Consulate Inc.256,698$10,822 03/31/2020
     SCHM256,698$10,822 03/31/2020
Salem Investment Counselors Inc.243,979$10,286 03/31/2020
     SCHM243,979$10,286 03/31/2020
Fiera Capital Corp239,752$10,108 03/31/2020
     SCHM239,752$10,108 03/31/2020
Pacific Edge Advisors LLC238,970$10,075 03/31/2020
     SCHM238,970$10,075 03/31/2020
Cetera Advisor Networks LLC234,216$9,875 03/31/2020
     SCHM234,216$9,875 03/31/2020
Marquette Asset Management LLC233,656$9,851 03/31/2020
     SCHM233,656$9,851 03/31/2020
BerganKDV Wealth Management LLC231,630$9,766 03/31/2020
     SCHM231,630$9,766 03/31/2020
Bangor Savings Bank182,320$9,594 06/30/2020
     SCHM182,320$9,594 06/30/2020
Lee Financial Co225,671$9,514 03/31/2020
     SCHM225,671$9,514 03/31/2020
Triangle Securities Wealth Management175,095$9,214 06/30/2020
     SCHM175,095$9,214 06/30/2020
Gemmer Asset Management LLC207,966$8,768 03/31/2020
     SCHM207,966$8,768 03/31/2020
Vista Private Wealth Partners. LLC217,167$8,661 03/31/2020
     SCHM217,167$8,661 03/31/2020
IFP Advisors Inc199,441$8,624 03/31/2020
     SCHM199,441$8,624 03/31/2020
Tradewinds Capital Management LLC204,267$8,612 03/31/2020
     SCHM204,267$8,612 03/31/2020
Curbstone Financial Management Corp163,370$8,597 06/30/2020
     SCHM163,370$8,597 06/30/2020
Campbell Wealth Management198,048$8,350 03/31/2020
     SCHM198,048$8,350 03/31/2020
Elwood & Goetz Wealth Advisory Group LLC185,634$7,826 03/31/2020
     SCHM185,634$7,826 03/31/2020
Clear Creek Financial Management LLC172,674$7,771 03/31/2020
     SCHM172,674$7,771 03/31/2020
OLD Dominion Capital Management Inc.183,731$7,746 03/31/2020
     SCHM183,731$7,746 03/31/2020
Private Advisor Group LLC180,925$7,628 03/31/2020
     SCHM180,925$7,628 03/31/2020
Asset Advisors Investment Management LLC179,157$7,553 03/31/2020
     SCHM179,157$7,553 03/31/2020
Patriot Investment Management Inc.172,501$7,272 03/31/2020
     SCHM172,501$7,272 03/31/2020
Valley National Advisers Inc.166,206$7,007 03/31/2020
     SCHM166,206$7,007 03/31/2020
Sage Financial Group Inc.163,280$6,884 03/31/2020
     SCHM163,280$6,884 03/31/2020
Marshall Financial Group Inc. ADV162,924$6,869 03/31/2020
     SCHM162,924$6,869 03/31/2020
Raymond James & Associates160,880$6,783 03/31/2020
     SCHM160,880$6,783 03/31/2020
Asset Management Group Inc.158,099$6,665 03/31/2020
     SCHM158,099$6,665 03/31/2020
Captrust Financial Advisors165,213$6,577 03/31/2020
     SCHM165,213$6,577 03/31/2020
Northwest Capital Management Inc151,760$6,398 03/31/2020
     SCHM151,760$6,398 03/31/2020
Goldman Sachs Group Inc.150,000$6,324 03/31/2020
     SCHM150,000$6,324 03/31/2020
Trinity Legacy Partners LLC118,078$6,284 06/30/2020
     SCHM118,078$6,284 06/30/2020
St. Johns Investment Management Company LLC144,535$6,094 03/31/2020
     SCHM144,535$6,094 03/31/2020
Summit Wealth & Retirement Planning Inc.143,207$6,038 03/31/2020
     SCHM143,207$6,038 03/31/2020
Aurora Private Wealth Inc.142,606$6,012 03/31/2020
     SCHM142,606$6,012 03/31/2020
Meridian Wealth Partners LLC139,284$5,872 03/31/2020
     SCHM139,284$5,872 03/31/2020
Lathrop Investment Management Corp137,715$5,806 03/31/2020
     SCHM137,715$5,806 03/31/2020
Jones Financial Companies Lllp137,316$5,789 03/31/2020
     SCHM137,316$5,789 03/31/2020
Peak Financial Management Inc.136,391$5,750 03/31/2020
     SCHM136,391$5,750 03/31/2020
North Star Asset Management Inc.135,352$5,706 03/31/2020
     SCHM135,352$5,706 03/31/2020
Clearwater Capital Advisors LLC135,296$5,704 03/31/2020
     SCHM135,296$5,704 03/31/2020
Biltmore Capital Advisors LLC133,290$5,620 03/31/2020
     SCHM133,290$5,620 03/31/2020
DAVENPORT & Co LLC129,285$5,451 03/31/2020
     SCHM129,285$5,451 03/31/2020
Alliance Wealth Management Group127,224$5,364 03/31/2020
     SCHM127,224$5,364 03/31/2020
Towercrest Capital Management127,224$5,364 03/31/2020
     SCHM127,224$5,364 03/31/2020
Krilogy Financial LLC123,854$5,222 03/31/2020
     SCHM123,854$5,222 03/31/2020
Relaxing Retirement Coach122,650$5,169 03/31/2020
     SCHM122,650$5,169 03/31/2020
Colorado Capital Management Inc.122,130$5,149 03/31/2020
     SCHM122,130$5,149 03/31/2020
Eaton Vance Management114,686$4,835 03/31/2020
     SCHM114,686$4,835 03/31/2020
Pittenger & Anderson Inc.114,575$4,830 03/31/2020
     SCHM114,575$4,830 03/31/2020
Exchange Capital Management Inc.112,138$4,728 03/31/2020
     SCHM112,138$4,728 03/31/2020
Payden & Rygel110,900$4,676 03/31/2020
     SCHM110,900$4,676 03/31/2020
Lincoln Capital Corp107,929$4,550 03/31/2020
     SCHM107,929$4,550 03/31/2020
Black Diamond Financial LLC107,365$4,527 03/31/2020
     SCHM107,365$4,527 03/31/2020
Baird Financial Group Inc.107,114$4,516 03/31/2020
     SCHM107,114$4,516 03/31/2020
Hilltop Wealth Advisors LLC85,405$4,494 06/30/2020
     SCHM85,405$4,494 06/30/2020
Courage Miller Partners LLC106,613$4,494 03/31/2020
     SCHM106,613$4,494 03/31/2020
EWG Elevate Inc.80,678$4,245 06/30/2020
     SCHM80,678$4,245 06/30/2020
WESCAP Management Group Inc.100,397$4,232 03/31/2020
     SCHM100,397$4,232 03/31/2020
Affinity Capital Advisors LLC90,672$4,165 03/31/2020
     SCHM90,672$4,165 03/31/2020
Cantor Fitzgerald Investment Adviser L.P.97,858$4,126 03/31/2020
     SCHM97,858$4,126 03/31/2020
Exencial Wealth Advisors LLC96,845$4,083 03/31/2020
     SCHM96,845$4,083 03/31/2020
Pure Financial Advisors Inc.77,357$4,071 06/30/2020
     SCHM77,357$4,071 06/30/2020
Madden Advisory Services Inc.96,315$4,060 03/31/2020
     SCHM96,315$4,060 03/31/2020
Redhawk Wealth Advisors Inc.95,183$4,013 03/31/2020
     SCHM95,183$4,013 03/31/2020
Kohmann Bosshard Financial Services LLC94,604$3,989 03/31/2020
     SCHM94,604$3,989 03/31/2020
Adams Chetwood Wealth Management LLC78,613$3,869 03/31/2020
     SCHM78,613$3,869 03/31/2020
Lowe Brockenbrough & Co. Inc.89,351$3,767 03/31/2020
     SCHM89,351$3,767 03/31/2020
Arbor Trust Wealth Advisors LLC87,908$3,706 03/31/2020
     SCHM87,908$3,706 03/31/2020
Foster Victor Wealth Advisors LLC83,047$3,638 03/31/2020
     SCHM83,047$3,638 03/31/2020
Juncture Wealth Strategies LLC86,229$3,635 03/31/2020
     SCHM86,229$3,635 03/31/2020
Newman Dignan & Sheerar Inc.79,983$3,541 03/31/2020
     SCHM79,983$3,541 03/31/2020
Smithbridge Asset Management Inc. DE66,753$3,513 06/30/2020
     SCHM66,753$3,513 06/30/2020
Trustcore Financial Services LLC81,700$3,444 03/31/2020
     SCHM81,700$3,444 03/31/2020
Sculati Wealth Management LLC80,748$3,404 03/31/2020
     SCHM80,748$3,404 03/31/2020
IMA Wealth Inc.79,357$3,346 03/31/2020
     SCHM79,357$3,346 03/31/2020
Financial Advisory Service Inc.78,102$3,293 03/31/2020
     SCHM78,102$3,293 03/31/2020
Planning Alternatives Ltd. ADV78,059$3,291 03/31/2020
     SCHM78,059$3,291 03/31/2020
Pinnacle Advisory Group Inc.77,931$3,286 03/31/2020
     SCHM77,931$3,286 03/31/2020
John W. Brooker & Co. CPAs61,159$3,218 06/30/2020
     SCHM61,159$3,218 06/30/2020
Capital Advantage Inc.68,598$3,151 03/31/2020
     SCHM68,598$3,151 03/31/2020
Vishria Bird Financial Group LLC74,377$3,136 03/31/2020
     SCHM74,377$3,136 03/31/2020
Financial Architects Inc74,231$3,130 03/31/2020
     SCHM74,231$3,130 03/31/2020
Whittier Trust Co. of Nevada Inc.59,131$3,111 06/30/2020
     SCHM59,131$3,111 06/30/2020
Johnson Investment Counsel Inc.72,462$3,055 03/31/2020
     SCHM72,462$3,055 03/31/2020
Strategic Family Wealth Counselors L.L.C.71,939$3,033 03/31/2020
     SCHM71,939$3,033 03/31/2020
Cahill Financial Advisors Inc.71,807$3,028 03/31/2020
     SCHM71,807$3,028 03/31/2020
Broadleaf Partners LLC71,595$3,018 03/31/2020
     SCHM71,595$3,018 03/31/2020
Advisory Services Network LLC70,499$2,972 03/31/2020
     SCHM70,499$2,972 03/31/2020
Brand Asset Management Group Inc.69,559$2,933 03/31/2020
     SCHM69,559$2,933 03/31/2020
Gradient Capital Advisors LLC69,259$2,920 03/31/2020
     SCHM69,259$2,920 03/31/2020
Bank of America Corp DE69,225$2,918 03/31/2020
     SCHM69,225$2,918 03/31/2020
Carolina Wealth Advisors LLC69,072$2,912 03/31/2020
     SCHM69,072$2,912 03/31/2020
Newport Wealth Strategies Inc.62,277$2,857 03/31/2020
     SCHM62,277$2,857 03/31/2020
Reitz Capital Advisors LLC65,669$2,768 03/31/2020
     SCHM65,669$2,768 03/31/2020
Berkshire Asset Management LLC PA65,437$2,759 03/31/2020
     SCHM65,437$2,759 03/31/2020
Asset Planning Services Ltd.65,443$2,759 03/31/2020
     SCHM65,443$2,759 03/31/2020
Texas Yale Capital Corp.62,580$2,638 03/31/2020
     SCHM62,580$2,638 03/31/2020
Modus Advisors LLC49,925$2,627 06/30/2020
     SCHM49,925$2,627 06/30/2020
Koshinski Asset Management Inc.61,309$2,585 03/31/2020
     SCHM61,309$2,585 03/31/2020
Stifel Financial Corp60,802$2,561 03/31/2020
     SCHM60,802$2,561 03/31/2020
AlphaStar Capital Management LLC57,122$2,492 03/31/2020
     SCHM57,122$2,492 03/31/2020
Element Wealth LLC58,616$2,471 03/31/2020
     SCHM58,616$2,471 03/31/2020
Forte Capital LLC ADV46,615$2,453 06/30/2020
     SCHM46,615$2,453 06/30/2020
Red Door Wealth Management LLC46,583$2,451 06/30/2020
     SCHM46,583$2,451 06/30/2020
Kavar Capital Partners LLC57,255$2,414 03/31/2020
     SCHM57,255$2,414 03/31/2020
Gill Capital Partners LLC56,217$2,370 03/31/2020
     SCHM56,217$2,370 03/31/2020
Beacon Pointe Advisors LLC55,860$2,350 03/31/2020
     SCHM55,860$2,350 03/31/2020
Sentinel Pension Advisors Inc.55,495$2,340 03/31/2020
     SCHM55,495$2,340 03/31/2020
Sharkey Howes & Javer55,293$2,331 03/31/2020
     SCHM55,293$2,331 03/31/2020
Ironwood Wealth Management LLC.54,550$2,300 03/31/2020
     SCHM54,550$2,300 03/31/2020
Capital One Financial Corp53,774$2,267 03/31/2020
     SCHM53,774$2,267 03/31/2020
Confluence Wealth Management LLC53,268$2,246 03/31/2020
     SCHM53,268$2,246 03/31/2020
Chesapeake Wealth Management52,677$2,221 03/31/2020
     SCHM52,677$2,221 03/31/2020
QCI Asset Management Inc. NY51,706$2,180 03/31/2020
     SCHM51,706$2,180 03/31/2020
Wilbanks Smith & Thomas Asset Management LLC51,452$2,169 03/31/2020
     SCHM51,452$2,169 03/31/2020
Acorn Wealth Advisors LLC51,453$2,147 03/31/2020
     SCHM51,453$2,147 03/31/2020
USAdvisors Wealth Management LLC50,815$2,142 03/31/2020
     SCHM50,815$2,142 03/31/2020
Providence Wealth Advisors LLC51,966$2,110 03/31/2020
     SCHM51,966$2,110 03/31/2020
Associated Banc Corp49,754$2,098 03/31/2020
     SCHM49,754$2,098 03/31/2020
Providence First Trust Co49,198$2,074 03/31/2020
     SCHM49,198$2,074 03/31/2020
Blue Bell Private Wealth Management LLC48,972$2,065 03/31/2020
     SCHM48,972$2,065 03/31/2020
Bristlecone Advisors LLC48,616$2,050 03/31/2020
     SCHM48,616$2,050 03/31/2020
Starfire Investment Advisers Inc.38,780$2,040 06/30/2020
     SCHM38,780$2,040 06/30/2020
Benjamin F. Edwards & Company Inc.47,998$2,024 03/31/2020
     SCHM47,998$2,024 03/31/2020
Susquehanna International Group LLP47,909$2,020 03/31/2020
     SCHM47,909$2,020 03/31/2020
Albion Financial Group UT47,601$2,007 03/31/2020
     SCHM47,601$2,007 03/31/2020
Private Capital Management LLC37,645$1,981 06/30/2020
     SCHM37,645$1,981 06/30/2020
McMahon Financial Advisors LLC46,671$1,972 03/31/2020
     SCHM46,671$1,972 03/31/2020
Indie Asset Partners LLC46,648$1,967 03/31/2020
     SCHM46,648$1,967 03/31/2020
Atlas Capital Advisors LLC46,470$1,959 03/31/2020
     SCHM46,470$1,959 03/31/2020
Alpha Omega Wealth Management LLC46,423$1,957 03/31/2020
     SCHM46,423$1,957 03/31/2020
Schneider Downs Wealth Management Advisors LP46,137$1,945 03/31/2020
     SCHM46,137$1,945 03/31/2020
Condor Capital Management46,063$1,942 03/31/2020
     SCHM46,063$1,942 03/31/2020
Kistler Tiffany Companies LLC31,638$1,903 03/31/2020
     SCHM31,638$1,903 03/31/2020
Homrich & Berg44,964$1,896 03/31/2020
     SCHM44,964$1,896 03/31/2020
River Wealth Advisors LLC44,944$1,895 03/31/2020
     SCHM44,944$1,895 03/31/2020
Joseph P. Lucia & Associates LLC35,746$1,881 06/30/2020
     SCHM35,746$1,881 06/30/2020
Paracle Advisors LLC44,165$1,861 03/31/2020
     SCHM44,165$1,861 03/31/2020
Mengis Capital Management Inc.43,052$1,815 03/31/2020
     SCHM43,052$1,815 03/31/2020
Laurel Wealth Advisors Inc.42,865$1,807 03/31/2020
     SCHM42,865$1,807 03/31/2020
Sequoia Financial Advisors LLC42,092$1,775 03/31/2020
     SCHM42,092$1,775 03/31/2020
Enterprise Financial Services Corp41,654$1,757 03/31/2020
     SCHM41,654$1,757 03/31/2020
First Hawaiian Bank40,703$1,716 03/31/2020
     SCHM40,703$1,716 03/31/2020
Stockman Wealth Management Inc.40,608$1,712 03/31/2020
     SCHM40,608$1,712 03/31/2020
JFS Wealth Advisors LLC40,561$1,710 03/31/2020
     SCHM40,561$1,710 03/31/2020
DeGreen Capital Management LLC40,152$1,693 03/31/2020
     SCHM40,152$1,693 03/31/2020
Hudock Inc.39,698$1,673 03/31/2020
     SCHM39,698$1,673 03/31/2020
Provident Wealth Management LLC38,447$1,621 03/31/2020
     SCHM38,447$1,621 03/31/2020
Ballast Advisors LLC37,794$1,593 03/31/2020
     SCHM37,794$1,593 03/31/2020
Brightworth37,315$1,573 03/31/2020
     SCHM37,315$1,573 03/31/2020
Leisure Capital Management37,227$1,570 03/31/2020
     SCHM37,227$1,570 03/31/2020
SeaCrest Wealth Management LLC36,989$1,559 03/31/2020
     SCHM36,989$1,559 03/31/2020
Ausdal Financial Partners Inc.34,526$1,556 03/31/2020
     SCHM34,526$1,556 03/31/2020
Taylor Cottrill Erickson & Associates Inc.36,388$1,534 03/31/2020
     SCHM36,388$1,534 03/31/2020
Aspiriant LLC35,477$1,494 03/31/2020
     SCHM35,477$1,494 03/31/2020
Sheets Smith Wealth Management35,304$1,488 03/31/2020
     SCHM35,304$1,488 03/31/2020
Cetera Advisors LLC35,265$1,487 03/31/2020
     SCHM35,265$1,487 03/31/2020
Roundview Capital LLC35,033$1,477 03/31/2020
     SCHM35,033$1,477 03/31/2020
Carmichael Hill & Associates Inc.34,299$1,446 03/31/2020
     SCHM34,299$1,446 03/31/2020
YorkBridge Wealth Partners LLC34,078$1,437 03/31/2020
     SCHM34,078$1,437 03/31/2020
Barnett & Company Inc.34,039$1,435 03/31/2020
     SCHM34,039$1,435 03/31/2020
Bigelow Investment Advisors LLC33,412$1,409 03/31/2020
     SCHM33,412$1,409 03/31/2020
Thoroughbred Financial Services LLC32,450$1,368 03/31/2020
     SCHM32,450$1,368 03/31/2020
Argent Wealth Management LLC31,933$1,348 03/31/2020
     SCHM31,933$1,348 03/31/2020
Strategic Wealth Advisors Group LLC33,234$1,335 03/31/2020
     SCHM33,234$1,335 03/31/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC25,160$1,323 06/30/2020
     SCHM25,160$1,323 06/30/2020
Game Plan Financial Advisors LLC31,491$1,318 03/31/2020
     SCHM31,491$1,318 03/31/2020
Patton Albertson Miller Group LLC31,231$1,317 03/31/2020
     SCHM31,231$1,317 03/31/2020
MAI Capital Management30,580$1,289 03/31/2020
     SCHM30,580$1,289 03/31/2020
Perigon Wealth Management LLC27,562$1,273 03/31/2020
     SCHM27,562$1,273 03/31/2020
Putnam FL Investment Management Co.30,053$1,267 03/31/2020
     SCHM30,053$1,267 03/31/2020
Fulton Breakefield Broenniman LLC24,065$1,266 06/30/2020
     SCHM24,065$1,266 06/30/2020
BCS Wealth Management30,029$1,266 03/31/2020
     SCHM30,029$1,266 03/31/2020
Strategic Financial Planning Inc.29,581$1,247 03/31/2020
     SCHM29,581$1,247 03/31/2020
FCA Corp TX29,047$1,225 03/31/2020
     SCHM29,047$1,225 03/31/2020
Clearstead Advisors LLC28,782$1,213 03/31/2020
     SCHM28,782$1,213 03/31/2020
Harfst & Associates Inc.28,219$1,189 03/31/2020
     SCHM28,219$1,189 03/31/2020
Coldstream Capital Management Inc.27,518$1,160 03/31/2020
     SCHM27,518$1,160 03/31/2020
Valmark Advisers Inc.27,388$1,155 03/31/2020
     SCHM27,388$1,155 03/31/2020
AJ Wealth Strategies LLC27,197$1,147 03/31/2020
     SCHM27,197$1,147 03/31/2020
Hoylecohen LLC27,114$1,143 03/31/2020
     SCHM27,114$1,143 03/31/2020
Truist Financial Corp26,927$1,135 03/31/2020
     SCHM26,927$1,135 03/31/2020
Bfsg LLC26,163$1,103 03/31/2020
     SCHM26,163$1,103 03/31/2020
MCF Advisors LLC25,912$1,092 03/31/2020
     SCHM25,912$1,092 03/31/2020
Gladstone Institutional Advisory LLC25,750$1,086 03/31/2020
     SCHM25,750$1,086 03/31/2020
Burleson & Company LLC22,011$1,083 03/31/2020
     SCHM22,011$1,083 03/31/2020
Fortis Capital Management LLC25,461$1,073 03/31/2020
     SCHM25,461$1,073 03/31/2020
Alesco Advisors LLC25,399$1,071 03/31/2020
     SCHM25,399$1,071 03/31/2020
Equitable Holdings Inc.25,356$1,069 03/31/2020
     SCHM25,356$1,069 03/31/2020
First Republic Investment Management Inc.25,331$1,068 03/31/2020
     SCHM25,331$1,068 03/31/2020
Souders Financial Advisors25,245$1,064 03/31/2020
     SCHM25,245$1,064 03/31/2020
Fagan Associates Inc.25,210$1,063 03/31/2020
     SCHM25,210$1,063 03/31/2020
KCM Investment Advisors LLC24,779$1,045 03/31/2020
     SCHM24,779$1,045 03/31/2020
Ironwood Financial llc24,719$1,042 03/31/2020
     SCHM24,719$1,042 03/31/2020
Jane Street Group LLC24,625$1,038 03/31/2020
     SCHM24,625$1,038 03/31/2020
361 Capital LLC24,457$1,031 03/31/2020
     SCHM24,457$1,031 03/31/2020
Capital Investment Advisory Services LLC24,430$1,030 03/31/2020
     SCHM24,430$1,030 03/31/2020
Armor Investment Advisors LLC24,309$1,025 03/31/2020
     SCHM24,309$1,025 03/31/2020
Brio Consultants LLC24,052$1,014 03/31/2020
     SCHM24,052$1,014 03/31/2020
Capital Wealth Planning LLC23,845$1,005 03/31/2020
     SCHM23,845$1,005 03/31/2020
Integrated Advisors Network LLC23,377$986 03/31/2020
     SCHM23,377$986 03/31/2020
Bartlett & Co. LLC23,344$984 03/31/2020
     SCHM23,344$984 03/31/2020
GW Henssler & Associates Ltd.23,001$970 03/31/2020
     SCHM23,001$970 03/31/2020
Great Valley Advisor Group Inc.22,989$970 03/31/2020
     SCHM22,989$970 03/31/2020
Anderson Fisher LLC22,958$968 03/31/2020
     SCHM22,958$968 03/31/2020
Harborview Advisors LLC22,617$954 03/31/2020
     SCHM22,617$954 03/31/2020
Meridian Wealth Management LLC22,532$949 03/31/2020
     SCHM22,532$949 03/31/2020
MUFG Americas Holdings Corp22,375$943 03/31/2020
     SCHM22,375$943 03/31/2020
Tower Research Capital LLC TRC 22,150$933 03/31/2020
     SCHM22,150$933 03/31/2020
One Charles Private Wealth Services LLC21,608$911 03/31/2020
     SCHM21,608$911 03/31/2020
AdvisorNet Financial Inc21,412$903 03/31/2020
     SCHM21,412$903 03/31/2020
Pennsylvania Capital Management Inc. ADV22,753$888 03/31/2020
     SCHM22,753$888 03/31/2020
Barry Investment Advisors LLC21,068$888 03/31/2020
     SCHM21,068$888 03/31/2020
Edge Capital Group LLC20,857$879 03/31/2020
     SCHM20,857$879 03/31/2020
Domani Wealth LLC20,618$869 03/31/2020
     SCHM20,618$869 03/31/2020
Financial Advisory Group20,559$867 03/31/2020
     SCHM20,559$867 03/31/2020
Ameritas Investment Company LLC20,546$862 03/31/2020
     SCHM20,546$862 03/31/2020
CRA Financial Services LLC20,446$862 03/31/2020
     SCHM20,446$862 03/31/2020
Prestige Wealth Management Group LLC20,435$861 03/31/2020
     SCHM20,435$861 03/31/2020
Curtis Advisory Group LLC20,181$851 03/31/2020
     SCHM20,181$851 03/31/2020
SWS Partners20,135$849 03/31/2020
     SCHM20,135$849 03/31/2020
Archetype Wealth Partners LLC20,135$849 03/31/2020
     SCHM20,135$849 03/31/2020
McAdam LLC19,608$827 03/31/2020
     SCHM19,608$827 03/31/2020
One Capital Management LLC19,403$818 03/31/2020
     SCHM19,403$818 03/31/2020
American Money Management LLC19,219$810 03/31/2020
     SCHM19,219$810 03/31/2020
Arkansas Financial Group Inc.19,117$805 03/31/2020
     SCHM19,117$805 03/31/2020
Wisconsin Capital Management LLC18,839$794 03/31/2020
     SCHM18,839$794 03/31/2020
Benchmark Wealth Management LLC15,063$793 06/30/2020
     SCHM15,063$793 06/30/2020
Pacific Wealth Strategies Group Inc.18,814$793 03/31/2020
     SCHM18,814$793 03/31/2020
Bogart Wealth LLC15,059$792 06/30/2020
     SCHM15,059$792 06/30/2020
Altfest L J & Co. Inc.18,609$785 03/31/2020
     SCHM18,609$785 03/31/2020
Kingsview Wealth Management LLC18,601$784 03/31/2020
     SCHM18,601$784 03/31/2020
Sawgrass Asset Management LLC18,517$781 03/31/2020
     SCHM18,517$781 03/31/2020
Ifrah Financial Services Inc.18,485$779 03/31/2020
     SCHM18,485$779 03/31/2020
Parsons Capital Management Inc. RI18,393$775 03/31/2020
     SCHM18,393$775 03/31/2020
Southern Wealth Management LLP18,265$770 03/31/2020
     SCHM18,265$770 03/31/2020
Royal Bank of Canada18,210$768 03/31/2020
     SCHM18,210$768 03/31/2020
Townsend Asset Management Corp NC ADV18,132$764 03/31/2020
     SCHM18,132$764 03/31/2020
Comerica Securities Inc.17,963$757 03/31/2020
     SCHM17,963$757 03/31/2020
Peak Asset Management LLC17,788$750 03/31/2020
     SCHM17,788$750 03/31/2020
Lakeview Capital Partners LLC17,584$741 03/31/2020
     SCHM17,584$741 03/31/2020
Stratos Wealth Advisors LLC17,439$735 03/31/2020
     SCHM17,439$735 03/31/2020
Arcus Capital Partners LLC17,384$733 03/31/2020
     SCHM17,384$733 03/31/2020
Colony Group LLC17,264$728 03/31/2020
     SCHM17,264$728 03/31/2020
Patriot Financial Group Insurance Agency LLC13,821$727 06/30/2020
     SCHM13,821$727 06/30/2020
Cambridge Advisors Inc.17,198$725 03/31/2020
     SCHM17,198$725 03/31/2020
StrategIQ Financial Group LLC17,082$720 03/31/2020
     SCHM17,082$720 03/31/2020
Smith Moore & CO.16,886$712 03/31/2020
     SCHM16,886$712 03/31/2020
Mitchell Capital Management Co.16,622$701 03/31/2020
     SCHM16,622$701 03/31/2020
Trexquant Investment LP16,576$699 03/31/2020
     SCHM16,576$699 03/31/2020
First Allied Advisory Services Inc.16,504$696 03/31/2020
     SCHM16,504$696 03/31/2020
S.A. Mason LLC16,516$696 03/31/2020
     SCHM16,516$696 03/31/2020
Cetera Investment Advisers16,381$691 03/31/2020
     SCHM16,381$691 03/31/2020
Visionary Wealth Advisors16,188$682 03/31/2020
     SCHM16,188$682 03/31/2020
Manchester Financial Inc.15,974$673 03/31/2020
     SCHM15,974$673 03/31/2020
Tatro Capital LLC12,748$671 06/30/2020
     SCHM12,748$671 06/30/2020
Pinnacle Associates Ltd.15,743$664 03/31/2020
     SCHM15,743$664 03/31/2020
Legacy Bridge LLC15,716$663 03/31/2020
     SCHM15,716$663 03/31/2020
Appleton Group LLC15,704$662 03/31/2020
     SCHM15,704$662 03/31/2020
Pineno Levin & Ford Asset Management Inc.15,152$639 03/31/2020
     SCHM15,152$639 03/31/2020
DDD Partners LLC14,737$621 03/31/2020
     SCHM14,737$621 03/31/2020
Fort Pitt Capital Group LLC14,411$608 03/31/2020
     SCHM14,411$608 03/31/2020
Cypress Wealth Services LLC14,394$607 03/31/2020
     SCHM14,394$607 03/31/2020
Strategic Capital Advisers Inc.14,402$607 03/31/2020
     SCHM14,402$607 03/31/2020
Vicus Capital14,373$606 03/31/2020
     SCHM14,373$606 03/31/2020
Old Port Advisors11,419$601 06/30/2020
     SCHM11,419$601 06/30/2020
Vivaldi Capital Management LLC14,130$596 03/31/2020
     SCHM14,130$596 03/31/2020
Frontier Wealth Management LLC13,893$586 03/31/2020
     SCHM13,893$586 03/31/2020
Covenant Multifamily Offices LLC13,662$576 03/31/2020
     SCHM13,662$576 03/31/2020
Ascension Capital Advisors Inc.13,650$575 03/31/2020
     SCHM13,650$575 03/31/2020
Bowling Portfolio Management LLC13,601$573 03/31/2020
     SCHM13,601$573 03/31/2020
Sigma Investment Counselors Inc.13,566$572 03/31/2020
     SCHM13,566$572 03/31/2020
Peterson Wealth Advisors LLC13,234$558 03/31/2020
     SCHM13,234$558 03/31/2020
Columbus Macro LLC13,232$558 03/31/2020
     SCHM13,232$558 03/31/2020
Summit Financial Wealth Advisors LLC13,082$552 03/31/2020
     SCHM13,082$552 03/31/2020
Princeton Global Asset Management LLC12,981$547 03/31/2020
     SCHM12,981$547 03/31/2020
Integrated Investment Consultants LLC12,900$544 03/31/2020
     SCHM12,900$544 03/31/2020
Prospera Financial Services Inc12,607$532 03/31/2020
     SCHM12,607$532 03/31/2020
Abbrea Capital LLC12,540$529 03/31/2020
     SCHM12,540$529 03/31/2020
WBH Advisory Inc.12,452$525 03/31/2020
     SCHM12,452$525 03/31/2020
Pinnacle Wealth Management Advisory Group LLC12,368$521 03/31/2020
     SCHM12,368$521 03/31/2020
Ferris Capital LLC12,349$521 03/31/2020
     SCHM12,349$521 03/31/2020
Beaumont Financial Partners LLC12,191$514 03/31/2020
     SCHM12,191$514 03/31/2020
Venture Visionary Partners LLC12,208$514 03/31/2020
     SCHM12,208$514 03/31/2020
Parkside Financial Bank & Trust12,173$513 03/31/2020
     SCHM12,173$513 03/31/2020
Lido Advisors LLC12,052$508 03/31/2020
     SCHM12,052$508 03/31/2020
Boys Arnold & Co. Inc.11,859$500 03/31/2020
     SCHM11,859$500 03/31/2020
Janney Montgomery Scott LLC11,796$497 03/31/2020
     SCHM11,796$497 03/31/2020
Grimes & Company Inc.11,743$495 03/31/2020
     SCHM11,743$495 03/31/2020
Garrison Asset Management LLC11,711$494 03/31/2020
     SCHM11,711$494 03/31/2020
Pegasus Asset Management Inc.11,641$491 03/31/2020
     SCHM11,641$491 03/31/2020
CVA Family Office LLC11,644$491 03/31/2020
     SCHM11,644$491 03/31/2020
HYA Advisors Inc11,655$491 03/31/2020
     SCHM11,655$491 03/31/2020
Avantax Advisory Services Inc.11,572$487 03/31/2020
     SCHM11,572$487 03/31/2020
Cornerstone Wealth Management LLC11,503$485 03/31/2020
     SCHM11,503$485 03/31/2020
Murphy Middleton Hinkle & Parker Inc.9,188$483 06/30/2020
     SCHM9,188$483 06/30/2020
Cooper Haims Advisors LLC11,435$482 03/31/2020
     SCHM11,435$482 03/31/2020
Wealthstreet Investment Advisors LLC11,425$482 03/31/2020
     SCHM11,425$482 03/31/2020
IHT Wealth Management LLC11,416$481 03/31/2020
     SCHM11,416$481 03/31/2020
Shine Investment Advisory Services Inc.11,374$480 03/31/2020
     SCHM11,374$480 03/31/2020
Parallel Advisors LLC11,367$479 03/31/2020
     SCHM11,367$479 03/31/2020
LeJeune Puetz Investment Counsel LLC11,244$474 03/31/2020
     SCHM11,244$474 03/31/2020
Single Point Partners LLC11,210$473 03/31/2020
     SCHM11,210$473 03/31/2020
Quadrant Capital Group LLC11,200$472 03/31/2020
     SCHM11,200$472 03/31/2020
Sunburst Financial Group LLC11,017$464 03/31/2020
     SCHM11,017$464 03/31/2020
Fiduciary Trust Co.10,950$461 03/31/2020
     SCHM10,950$461 03/31/2020
Clear Investment Research LLC10,894$459 03/31/2020
     SCHM10,894$459 03/31/2020
Blue Chip Wealth Management Inc.10,865$458 03/31/2020
     SCHM10,865$458 03/31/2020
Evermay Wealth Management LLC10,843$457 03/31/2020
     SCHM10,843$457 03/31/2020
Phocas Financial Corp.10,850$457 03/31/2020
     SCHM10,850$457 03/31/2020
Novare Capital Management LLC10,822$456 03/31/2020
     SCHM10,822$456 03/31/2020
D.B. Root & Company LLC10,776$454 03/31/2020
     SCHM10,776$454 03/31/2020
Pacific Sun Financial Corp10,642$449 03/31/2020
     SCHM10,642$449 03/31/2020
Citadel Advisors LLC10,561$445 03/31/2020
     SCHM10,561$445 03/31/2020
Armbruster Capital Management Inc.10,494$442 03/31/2020
     SCHM10,494$442 03/31/2020
Centaurus Financial Inc.10,414$439 03/31/2020
     SCHM10,414$439 03/31/2020
Wealthcare Advisory Partners LLC10,401$439 03/31/2020
     SCHM10,401$439 03/31/2020
Eudaimonia Partners LLC10,370$437 03/31/2020
     SCHM10,370$437 03/31/2020
Pinnacle Family Advisors LLC10,287$434 03/31/2020
     SCHM10,287$434 03/31/2020
Sailer Financial LLC10,038$423 03/31/2020
     SCHM10,038$423 03/31/2020
Oldfather Financial Services LLC8,875$420 03/31/2020
     SCHM8,875$420 03/31/2020
LifeSteps Financial Inc.9,816$414 03/31/2020
     SCHM9,816$414 03/31/2020
KC Investment Advisors LLC9,624$406 03/31/2020
     SCHM9,624$406 03/31/2020
Naples Global Advisors LLC9,560$403 03/31/2020
     SCHM9,560$403 03/31/2020
Triton Wealth Management PLLC8,314$398 03/31/2020
     SCHM8,314$398 03/31/2020
Sigma Planning Corp9,355$394 03/31/2020
     SCHM9,355$394 03/31/2020
Front Row Advisors LLC8,186$394 03/31/2020
     SCHM8,186$394 03/31/2020
Wealth Quarterback LLC9,671$394 03/31/2020
     SCHM9,671$394 03/31/2020
Johnson Financial Group Inc.9,282$391 03/31/2020
     SCHM9,282$391 03/31/2020
Brown Advisory Inc.9,250$390 03/31/2020
     SCHM9,250$390 03/31/2020
Hartline Investment Corp9,104$384 03/31/2020
     SCHM9,104$384 03/31/2020
PFG Advisors8,519$384 03/31/2020
     SCHM8,519$384 03/31/2020
Wealthcare Capital Management LLC9,033$381 03/31/2020
     SCHM9,033$381 03/31/2020
Honkamp Krueger Financial Services Inc.8,826$372 03/31/2020
     SCHM8,826$372 03/31/2020
Citizens Financial Group Inc RI8,729$368 03/31/2020
     SCHM8,729$368 03/31/2020
SOL Capital Management CO8,695$367 03/31/2020
     SCHM8,695$367 03/31/2020
Arlington Financial Advisors LLC8,658$365 03/31/2020
     SCHM8,658$365 03/31/2020
Level Four Advisory Services LLC8,552$363 03/31/2020
     SCHM8,552$363 03/31/2020
Calamos Advisors LLC8,587$362 03/31/2020
     SCHM8,587$362 03/31/2020
Next Capital Management LLC8,531$360 03/31/2020
     SCHM8,531$360 03/31/2020
Ledyard National Bank8,466$357 03/31/2020
     SCHM8,466$357 03/31/2020
Parametric Portfolio Associates LLC8,393$354 03/31/2020
     SCHM8,393$354 03/31/2020
Stordahl Capital Management Inc.9,081$354 03/31/2020
     SCHM9,081$354 03/31/2020
Telemus Capital LLC6,819$353 03/31/2020
     SCHM6,819$353 03/31/2020
Carnegie Capital Asset Management LLC6,613$348 06/30/2020
     SCHM6,613$348 06/30/2020
Creegan & Nassoura Financial Group LLC8,105$342 03/31/2020
     SCHM8,105$342 03/31/2020
Gainplan LLC8,105$342 03/31/2020
     SCHM8,105$342 03/31/2020
Heritage Way Advisors LLC7,998$337 03/31/2020
     SCHM7,998$337 03/31/2020
Holderness Investments Co.7,816$330 03/31/2020
     SCHM7,816$330 03/31/2020
Financial Advocates Investment Management7,798$329 03/31/2020
     SCHM7,798$329 03/31/2020
Aspen Investment Management Inc7,780$328 03/31/2020
     SCHM7,780$328 03/31/2020
Twele Capital Management Inc.7,591$320 03/31/2020
     SCHM7,591$320 03/31/2020
Chicago Partners Investment Group LLC6,967$320 03/31/2020
     SCHM6,967$320 03/31/2020
Duncker Streett & Co. Inc.7,547$318 03/31/2020
     SCHM7,547$318 03/31/2020
Bay Colony Advisory Group Inc d b a Bay Colony Advisors7,549$318 03/31/2020
     SCHM7,549$318 03/31/2020
Windsor Group LTD5,889$310 06/30/2020
     SCHM5,889$310 06/30/2020
We Are One Seven LLC7,292$307 03/31/2020
     SCHM7,292$307 03/31/2020
Gillespie Robinson & Grimm Inc.7,160$302 03/31/2020
     SCHM7,160$302 03/31/2020
Intl Fcstone Inc.6,896$291 03/31/2020
     SCHM6,896$291 03/31/2020
TCF National Bank6,907$291 03/31/2020
     SCHM6,907$291 03/31/2020
Boltwood Capital Management5,450$287 06/30/2020
     SCHM5,450$287 06/30/2020
MBE Wealth Management LLC6,619$279 03/31/2020
     SCHM6,619$279 03/31/2020
Simon Quick Advisors LLC6,507$274 03/31/2020
     SCHM6,507$274 03/31/2020
Insight Wealth Strategies LLC6,363$268 03/31/2020
     SCHM6,363$268 03/31/2020
FineMark National Bank & Trust6,275$265 03/31/2020
     SCHM6,275$265 03/31/2020
Roble Belko & Company Inc6,123$258 03/31/2020
     SCHM6,123$258 03/31/2020
US Bancorp DE6,090$257 03/31/2020
     SCHM6,090$257 03/31/2020
Valtinson Bruner Financial Planning LLC5,432$254 03/31/2020
     SCHM5,432$254 03/31/2020
Renaissance Technologies LLC6,000$253 03/31/2020
     SCHM6,000$253 03/31/2020
Boyer & Corporon Wealth Management LLC5,911$249 03/31/2020
     SCHM5,911$249 03/31/2020
Ieq Capital LLC5,850$247 03/31/2020
     SCHM5,850$247 03/31/2020
Foothills Asset Management Ltd.5,778$244 03/31/2020
     SCHM5,778$244 03/31/2020
Pachira Investments Inc.5,793$244 03/31/2020
     SCHM5,793$244 03/31/2020
Hochman Cole Investment Advisors Inc.5,761$243 03/31/2020
     SCHM5,761$243 03/31/2020
Northern Trust Corp5,617$237 03/31/2020
     SCHM5,617$237 03/31/2020
BSW Wealth Partners5,625$237 03/31/2020
     SCHM5,625$237 03/31/2020
Personal Capital Advisors Corp6,189$235 03/31/2020
     SCHM6,189$235 03/31/2020
Rock Point Advisors LLC5,555$234 03/31/2020
     SCHM5,555$234 03/31/2020
Well Done LLC5,546$234 03/31/2020
     SCHM5,546$234 03/31/2020
Cresset Asset Management LLC5,492$232 03/31/2020
     SCHM5,492$232 03/31/2020
Alliancebernstein L.P.5,428$229 03/31/2020
     SCHM5,428$229 03/31/2020
Reston Wealth Management LLC5,398$228 03/31/2020
     SCHM5,398$228 03/31/2020
Plancorp LLC5,375$227 03/31/2020
     SCHM5,375$227 03/31/2020
SevenBridge Financial Group LLC5,363$226 03/31/2020
     SCHM5,363$226 03/31/2020
Penobscot Investment Management Company Inc.5,345$225 03/31/2020
     SCHM5,345$225 03/31/2020
Financial Advisory Corp UT ADV4,742$224 03/31/2020
     SCHM4,742$224 03/31/2020
Fragasso Group Inc.5,226$220 03/31/2020
     SCHM5,226$220 03/31/2020
Destination Wealth Management5,205$219 03/31/2020
     SCHM5,205$219 03/31/2020
Segment Wealth Management LLC5,200$219 03/31/2020
     SCHM5,200$219 03/31/2020
Balentine LLC5,173$218 03/31/2020
     SCHM5,173$218 03/31/2020
Sontag Advisory LLC5,100$215 03/31/2020
     SCHM5,100$215 03/31/2020
Hoover Financial Advisors Inc.5,101$215 03/31/2020
     SCHM5,101$215 03/31/2020
EP Wealth Advisors LLC4,950$209 03/31/2020
     SCHM4,950$209 03/31/2020
Wealthspire Advisors L.P.4,966$209 03/31/2020
     SCHM4,966$209 03/31/2020
Boston Financial Mangement LLC4,879$206 03/31/2020
     SCHM4,879$206 03/31/2020
National Asset Management Inc.4,838$204 03/31/2020
     SCHM4,838$204 03/31/2020
Steward Partners Investment Advisory LLC4,804$202 03/31/2020
     SCHM4,804$202 03/31/2020
Somerset Group LLC4,771$201 03/31/2020
     SCHM4,771$201 03/31/2020
NEXT Financial Group Inc4,746$200 03/31/2020
     SCHM4,746$200 03/31/2020
Hendershot Investments Inc.4,482$189 03/31/2020
     SCHM4,482$189 03/31/2020
Sowell Financial Services LLC4,276$180 03/31/2020
     SCHM4,276$180 03/31/2020
PNC Financial Services Group Inc.3,948$166 03/31/2020
     SCHM3,948$166 03/31/2020
Simplex Trading LLC $164 03/31/2020
     Call95$393 03/31/2020
     Put56$245 03/31/2020
     SCHM400$16 03/31/2020
Red Cedar Capital LLC3,879$164 03/31/2020
     SCHM3,879$164 03/31/2020
First National Corp MA ADV132,146$158 03/31/2020
     SCHM132,146$158 03/31/2020
Reilly Financial Advisors LLC3,599$152 03/31/2020
     SCHM3,599$152 03/31/2020
FinTrust Capital Advisors LLC3,473$146 03/31/2020
     SCHM3,473$146 03/31/2020
Acropolis Investment Management LLC3,250$137 03/31/2020
     SCHM3,250$137 03/31/2020
Blair William & Co. IL3,234$136 03/31/2020
     SCHM3,234$136 03/31/2020
Your Advocates Ltd. LLP3,223$136 03/31/2020
     SCHM3,223$136 03/31/2020
NWK Group Inc.3,206$135 03/31/2020
     SCHM3,206$135 03/31/2020
Pinnacle Financial Partners Inc.3,168$134 03/31/2020
     SCHM3,168$134 03/31/2020
Davis Capital Management3,066$129 03/31/2020
     SCHM3,066$129 03/31/2020
Bank of Montreal Can2,939$117 03/31/2020
     SCHM2,939$117 03/31/2020
Proequities Inc.2,606$110 03/31/2020
     SCHM2,606$110 03/31/2020
Global Retirement Partners LLC2,457$104 03/31/2020
     SCHM2,457$104 03/31/2020
Oppenheimer Asset Management Inc.2,442$103 03/31/2020
     SCHM2,442$103 03/31/2020
Optimum Investment Advisors2,416$102 03/31/2020
     SCHM2,416$102 03/31/2020
Sun Life Financial INC2,375$100 03/31/2020
     SCHM2,375$100 03/31/2020
Barrett Asset Management LLC2,340$99 03/31/2020
     SCHM2,340$99 03/31/2020
Bedel Financial Consulting Inc.2,153$91 03/31/2020
     SCHM2,153$91 03/31/2020
Contravisory Investment Management Inc.1,653$89 06/30/2020
     SCHM1,653$89 06/30/2020
BlackRock Inc.2,065$87 03/31/2020
     SCHM2,065$87 03/31/2020
Capital Directions Investment Advisors LLC1,848$78 03/31/2020
     SCHM1,848$78 03/31/2020
Truvestments Capital LLC1,856$78 03/31/2020
     SCHM1,856$78 03/31/2020
FMR LLC1,715$73 03/31/2020
     SCHM1,715$73 03/31/2020
Providence Capital Advisors LLC1,615$68 03/31/2020
     SCHM1,615$68 03/31/2020
Laurel Wealth Advisors LLC1,558$66 03/31/2020
     SCHM1,558$66 03/31/2020
Thompson Siegel & Walmsley LLC1,500$63 03/31/2020
     SCHM1,500$63 03/31/2020
San Francisco Sentry Investment Group CA1,450$61 03/31/2020
     SCHM1,450$61 03/31/2020
TCI Wealth Advisors Inc.1,437$61 03/31/2020
     SCHM1,437$61 03/31/2020
Investors Research Corp1,452$61 03/31/2020
     SCHM1,452$61 03/31/2020
HC Financial Advisors Inc.1,399$59 03/31/2020
     SCHM1,399$59 03/31/2020
Signaturefd LLC1,404$59 03/31/2020
     SCHM1,404$59 03/31/2020
Pflug Koory LLC1,341$57 03/31/2020
     SCHM1,341$57 03/31/2020
Sandy Spring Bank1,225$52 03/31/2020
     SCHM1,225$52 03/31/2020
CWM LLC1,209$51 03/31/2020
     SCHM1,209$51 03/31/2020
Glassman Wealth Services1,161$49 03/31/2020
     SCHM1,161$49 03/31/2020
Rowland Carmichael Advisors Inc. ADV1,129$48 03/31/2020
     SCHM1,129$48 03/31/2020
First Horizon Advisors Inc.1,120$47 03/31/2020
     SCHM1,120$47 03/31/2020
AlphaCore Capital LLC1,091$46 03/31/2020
     SCHM1,091$46 03/31/2020
Capital Advisors Ltd. LLC1,051$44 03/31/2020
     SCHM1,051$44 03/31/2020
Orion Portfolio Solutions LLC1,044$44 03/31/2020
     SCHM1,044$44 03/31/2020
Cribstone Capital Management LLC1,000$42 03/31/2020
     SCHM1,000$42 03/31/2020
Synovus Financial Corp946$40 03/31/2020
     SCHM946$40 03/31/2020
Flagship Harbor Advisors LLC941$40 03/31/2020
     SCHM941$40 03/31/2020
Certified Advisory Corp897$38 03/31/2020
     SCHM897$38 03/31/2020
Atticus Wealth Management LLC795$33 03/31/2020
     SCHM795$33 03/31/2020
JNBA Financial Advisors754$32 03/31/2020
     SCHM754$32 03/31/2020
Blume Capital Management Inc.711$30 03/31/2020
     SCHM711$30 03/31/2020
Cranbrook Wealth Management LLC709$30 03/31/2020
     SCHM709$30 03/31/2020
Valeo Financial Advisors LLC653$30 03/31/2020
     SCHM653$30 03/31/2020
Claraphi Advisory Network LLC700$30 03/31/2020
     SCHM700$30 03/31/2020
Permanens Capital L.P.663$28 03/31/2020
     SCHM663$28 03/31/2020
Carroll Financial Associates Inc.500$26 06/30/2020
     SCHM500$26 06/30/2020
Lehman & Derafelo Financial Resources LLC591$25 03/31/2020
     SCHM591$25 03/31/2020
CENTRAL TRUST Co571$24 03/31/2020
     SCHM571$24 03/31/2020
Citigroup Inc.580$24 03/31/2020
     SCHM580$24 03/31/2020
Creative Financial Designs Inc. ADV523$22 03/31/2020
     SCHM523$22 03/31/2020
Harbor Investment Advisory LLC513$22 03/31/2020
     SCHM513$22 03/31/2020
Plante Moran Financial Advisors LLC480$20 03/31/2020
     SCHM480$20 03/31/2020
Stonebridge Financial Planning Group LLC440$20 03/31/2020
     SCHM440$20 03/31/2020
Macroview Investment Management LLC450$19 03/31/2020
     SCHM450$19 03/31/2020
Mark Sheptoff Financial Planning LLC459$19 03/31/2020
     SCHM459$19 03/31/2020
Ellevest Inc.343$18 06/30/2020
     SCHM343$18 06/30/2020
JPMorgan Chase & Co.403$17 03/31/2020
     SCHM403$17 03/31/2020
Sterling Investment Advisors Ltd.414$17 03/31/2020
     SCHM414$17 03/31/2020
BDO Wealth Advisors LLC376$16 03/31/2020
     SCHM376$16 03/31/2020
Firestone Capital Management374$16 03/31/2020
     SCHM374$16 03/31/2020
Asset Dedication LLC356$15 03/31/2020
     SCHM356$15 03/31/2020
Allworth Financial LP356$15 03/31/2020
     SCHM356$15 03/31/2020
EPG Wealth Management LLC365$15 03/31/2020
     SCHM365$15 03/31/2020
Quantum Capital Management325$14 03/31/2020
     SCHM325$14 03/31/2020
Column Capital Advisors LLC318$13 03/31/2020
     SCHM318$13 03/31/2020
LifePlan Financial Group Inc299$13 03/31/2020
     SCHM299$13 03/31/2020
McIlrath & Eck LLC305$13 03/31/2020
     SCHM305$13 03/31/2020
Benjamin Edwards Inc.279$12 03/31/2020
     SCHM279$12 03/31/2020
Private Ocean LLC290$12 03/31/2020
     SCHM290$12 03/31/2020
Gables Capital Management Inc.277$12 03/31/2020
     SCHM277$12 03/31/2020
Peachtree Investment Partners LLC297$12 03/31/2020
     SCHM297$12 03/31/2020
Glenmede Trust Co. NA180$10 03/31/2020
     SCHM180$10 03/31/2020
North Star Investment Management Corp.240$10 03/31/2020
     SCHM240$10 03/31/2020
Harwood Advisory Group LLC255$10 03/31/2020
     SCHM255$10 03/31/2020
Key Financial Inc218$9 03/31/2020
     SCHM218$9 03/31/2020
Evensky & Katz LLC163$7 03/31/2020
     SCHM163$7 03/31/2020
Truewealth LLC160$7 03/31/2020
     SCHM160$7 03/31/2020
Larson Financial Group LLC107$6 06/30/2020
     SCHM107$6 06/30/2020
Financial Management Professionals Inc.151$6 03/31/2020
     SCHM151$6 03/31/2020
Winslow Evans & Crocker Inc.100$6 03/31/2020
     SCHM100$6 03/31/2020
Aptus Capital Advisors LLC148$6 03/31/2020
     SCHM148$6 03/31/2020
CBIZ Investment Advisory Services LLC137$6 03/31/2020
     SCHM137$6 03/31/2020
Gradient Investments LLC95$5 06/30/2020
     SCHM95$5 06/30/2020
Horrell Capital Management Inc.120$5 03/31/2020
     SCHM120$5 03/31/2020
Burt Wealth Advisors115$5 03/31/2020
     SCHM115$5 03/31/2020
Northern Oak Wealth Management Inc.93$4 03/31/2020
     SCHM93$4 03/31/2020
Independence Advisors LLC91$4 03/31/2020
     SCHM91$4 03/31/2020
Golden State Wealth Management LLC93$4 03/31/2020
     SCHM93$4 03/31/2020
Cutler Group LP $3 03/31/2020
     SCHM99$4 03/31/2020
     Put100$1 03/31/2020
     Call2,700$0 03/31/2020
Capital Asset Advisory Services LLC60$3 03/31/2020
     SCHM60$3 03/31/2020
Gs Investments Inc.68$3 03/31/2020
     SCHM68$3 03/31/2020
Bellevue Asset Management LLC69$3 03/31/2020
     SCHM69$3 03/31/2020
Carolinas Wealth Consulting LLC82$3 03/31/2020
     SCHM82$3 03/31/2020
Danda Trouve Investment Management Inc.67$3 03/31/2020
     SCHM67$3 03/31/2020
Trust Co. of Vermont56$2 03/31/2020
     SCHM56$2 03/31/2020
Corbenic Partners LLC38$2 03/31/2020
     SCHM38$2 03/31/2020
Stearns Financial Services Group35$2 03/31/2020
     SCHM35$2 03/31/2020
Fifth Third Bancorp35$1 03/31/2020
     SCHM35$1 03/31/2020
Delta Asset Management LLC TN30$1 03/31/2020
     SCHM30$1 03/31/2020
WASHINGTON TRUST Co26$1 03/31/2020
     SCHM26$1 03/31/2020
Berkshire Money Management Inc.13$1 03/31/2020
     SCHM13$1 03/31/2020
Squar Milner Financial Services LLC41$1 03/31/2020
     SCHM41$1 03/31/2020
Center for Financial Planning Inc.18$1 03/31/2020
     SCHM18$1 03/31/2020
Disciplined Investments LLC26$1 03/31/2020
     SCHM26$1 03/31/2020
Howe & Rusling Inc.2$0 03/31/2020
     SCHM2$0 03/31/2020
NewSquare Capital LLC7$0 03/31/2020
     SCHM7$0 03/31/2020
Blue Square Asset Management LLC108,941$0 03/31/2020
     SCHM108,941$0 03/31/2020
Procyon Private Wealth Partners LLC0$0 03/31/2020
     SCHM0$0 03/31/2020

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

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