HoldingsChannel.com
Funds Holding SCHO
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE10,414,090$526,848 09/30/2019
     SCHO10,414,090$526,848 09/30/2019
Jane Street Group LLC4,763,146$240,968 09/30/2019
     SCHO4,763,146$240,968 09/30/2019
Sei Investments Co.4,252,357$215,162 09/30/2019
     SCHO4,252,357$215,162 09/30/2019
Ameriprise Financial Inc.2,826,936$139,469 09/30/2019
     SCHO2,826,936$139,469 09/30/2019
Hilton Capital Management LLC2,402,052$121,520 09/30/2019
     SCHO2,402,052$121,520 09/30/2019
Financial Engines Advisors L.L.C.2,169,273$109,743 09/30/2019
     SCHO2,169,273$109,743 09/30/2019
Envestnet Asset Management Inc.1,855,637$93,877 09/30/2019
     SCHO1,855,637$93,877 09/30/2019
Pinnacle Advisory Group Inc.1,572,463$79,551 09/30/2019
     SCHO1,572,463$79,551 09/30/2019
Edgehill Endowment Partners LLC1,163,855$59,019 09/30/2019
     SCHO1,163,855$59,019 09/30/2019
Stearns Financial Services Group781,310$39,526 09/30/2019
     SCHO781,310$39,526 09/30/2019
Mercer Global Advisors Inc. ADV775,262$39,220 09/30/2019
     SCHO775,262$39,220 09/30/2019
Hamilton Capital Management Inc.763,316$38,616 09/30/2019
     SCHO763,316$38,616 09/30/2019
Stifel Financial Corp752,366$38,096 09/30/2019
     SCHO752,366$38,096 09/30/2019
Financial Advisory Group710,537$35,946 09/30/2019
     SCHO710,537$35,946 09/30/2019
Charles Schwab Investment Management Inc.695,633$35,193 09/30/2019
     SCHO695,633$35,193 09/30/2019
FLC Capital Advisors651,643$32,967 09/30/2019
     SCHO651,643$32,967 09/30/2019
Brandywine Oak Private Wealth LLC633,613$32,054 09/30/2019
     SCHO633,613$32,054 09/30/2019
Quantum Capital Management LLC NJ605,451$30,630 09/30/2019
     SCHO605,451$30,630 09/30/2019
Raymond James Financial Services Advisors Inc.571,064$28,890 09/30/2019
     SCHO571,064$28,890 09/30/2019
Bangor Savings Bank541,600$27,400 09/30/2019
     SCHO541,600$27,400 09/30/2019
Buckingham Asset Management LLC541,474$27,393 09/30/2019
     SCHO541,474$27,393 09/30/2019
Wealth Enhancement Advisory Services LLC537,709$27,185 09/30/2019
     SCHO537,709$27,185 09/30/2019
Alesco Advisors LLC531,173$26,872 09/30/2019
     SCHO531,173$26,872 09/30/2019
United Capital Financial Advisers LLC512,196$25,912 09/30/2019
     SCHO512,196$25,912 09/30/2019
HighTower Advisors LLC474,287$24,008 09/30/2019
     SCHO474,287$24,008 09/30/2019
Brinker Capital Inc.436,615$22,088 09/30/2019
     SCHO436,615$22,088 09/30/2019
Domani Wealth LLC426,665$21,585 09/30/2019
     SCHO426,665$21,585 09/30/2019
MinichMacGregor Wealth Management LLC396,695$20,068 09/30/2019
     SCHO396,695$20,068 09/30/2019
First Allied Advisory Services Inc.375,396$19,006 09/30/2019
     SCHO375,396$19,006 09/30/2019
Columbus Macro LLC371,405$18,789 09/30/2019
     SCHO371,405$18,789 09/30/2019
Ladenburg Thalmann Financial Services Inc.368,694$18,588 09/30/2019
     SCHO368,694$18,588 09/30/2019
American Economic Planning Group Inc. ADV366,870$18,549 09/30/2019
     SCHO366,870$18,549 09/30/2019
PNC Financial Services Group Inc.363,149$18,373 09/30/2019
     SCHO363,149$18,373 09/30/2019
Evergreen Capital Management LLC347,487$17,579 09/30/2019
     SCHO347,487$17,579 09/30/2019
FTB Advisors Inc.336,253$17,011 09/30/2019
     SCHO336,253$17,011 09/30/2019
Leavell Investment Management Inc.331,395$16,765 09/30/2019
     SCHO331,395$16,765 09/30/2019
Relaxing Retirement Coach299,157$15,127 09/30/2019
     SCHO299,157$15,127 09/30/2019
Allen Capital Group LLC291,686$14,780 09/30/2019
     SCHO291,686$14,780 09/30/2019
D.B. Root & Company LLC284,814$14,408 09/30/2019
     SCHO284,814$14,408 09/30/2019
USAdvisors Wealth Management LLC272,215$13,771 09/30/2019
     SCHO272,215$13,771 09/30/2019
Financial Advocates Investment Management270,389$13,679 09/30/2019
     SCHO270,389$13,679 09/30/2019
Roundview Capital LLC267,393$13,527 09/30/2019
     SCHO267,393$13,527 09/30/2019
Carnegie Capital Asset Management LLC254,679$12,884 09/30/2019
     SCHO254,679$12,884 09/30/2019
Morningstar Investment Management LLC251,559$12,726 09/30/2019
     SCHO251,559$12,726 09/30/2019
Sterling Investment Management Inc.245,559$12,423 09/30/2019
     SCHO245,559$12,423 09/30/2019
Courage Miller Partners LLC227,029$11,485 09/30/2019
     SCHO227,029$11,485 09/30/2019
Cahill Financial Advisors Inc.221,125$11,187 09/30/2019
     SCHO221,125$11,187 09/30/2019
Prime Capital Investment Advisors LLC213,933$10,823 09/30/2019
     SCHO213,933$10,823 09/30/2019
Wells Fargo & Company MN213,350$10,793 09/30/2019
     SCHO213,350$10,793 09/30/2019
Cabot Wealth Management Inc.213,111$10,781 09/30/2019
     SCHO213,111$10,781 09/30/2019
Laurel Wealth Advisors Inc.205,916$10,417 09/30/2019
     SCHO205,916$10,417 09/30/2019
Blume Capital Management Inc.193,664$9,797 09/30/2019
     SCHO193,664$9,797 09/30/2019
AdvisorNet Financial Inc193,433$9,786 09/30/2019
     SCHO193,433$9,786 09/30/2019
Vickerman & Driscoll Financial Advisors Inc.177,220$8,966 09/30/2019
     SCHO177,220$8,966 09/30/2019
Act Two Investors LLC176,227$8,833 09/30/2019
     SCHO176,227$8,833 09/30/2019
Eqis Capital Management Inc.173,073$8,756 09/30/2019
     SCHO173,073$8,756 09/30/2019
West Coast Financial LLC167,789$8,488 09/30/2019
     SCHO167,789$8,488 09/30/2019
Peak Asset Management LLC163,068$8,250 09/30/2019
     SCHO163,068$8,250 09/30/2019
Fund Evaluation Group LLC162,980$8,245 09/30/2019
     SCHO162,980$8,245 09/30/2019
Dean Investment Associates LLC162,911$8,242 09/30/2019
     SCHO162,911$8,242 09/30/2019
Juncture Wealth Strategies LLC162,640$8,228 09/30/2019
     SCHO162,640$8,228 09/30/2019
Cresset Asset Management LLC157,057$7,946 09/30/2019
     SCHO157,057$7,946 09/30/2019
Carlton Hofferkamp & Jenks Wealth Management LLC152,760$7,730 09/30/2019
     SCHO152,760$7,730 09/30/2019
Cambridge Investment Research Advisors Inc.149,246$7,550 09/30/2019
     SCHO149,246$7,550 09/30/2019
Mountain Capital Investment Advisors Inc143,966$7,283 09/30/2019
     SCHO143,966$7,283 09/30/2019
Vista Private Wealth Partners. LLC134,493$6,799 09/30/2019
     SCHO134,493$6,799 09/30/2019
Lido Advisors LLC134,187$6,789 09/30/2019
     SCHO134,187$6,789 09/30/2019
Millennium Management LLC133,152$6,736 09/30/2019
     SCHO133,152$6,736 09/30/2019
Pensionmark Financial Group LLC132,315$6,694 09/30/2019
     SCHO132,315$6,694 09/30/2019
WT Wealth Management131,860$6,670 09/30/2019
     SCHO131,860$6,670 09/30/2019
Krilogy Financial LLC131,757$6,666 09/30/2019
     SCHO131,757$6,666 09/30/2019
Moisand Fitzgerald Tamayo LLC127,793$6,465 09/30/2019
     SCHO127,793$6,465 09/30/2019
Kelman Lazarov Inc.120,758$6,109 09/30/2019
     SCHO120,758$6,109 09/30/2019
BB&T Securities LLC111,167$5,626 09/30/2019
     SCHO111,167$5,626 09/30/2019
Bank of New York Mellon Corp110,770$5,604 09/30/2019
     SCHO110,770$5,604 09/30/2019
Gladstone Institutional Advisory LLC110,488$5,590 09/30/2019
     SCHO110,488$5,590 09/30/2019
Smith & Howard Wealth Management LLC107,885$5,458 09/30/2019
     SCHO107,885$5,458 09/30/2019
Abacus Planning Group Inc.105,526$5,339 09/30/2019
     SCHO105,526$5,339 09/30/2019
Benjamin Edwards Inc.103,690$5,246 09/30/2019
     SCHO103,690$5,246 09/30/2019
NewDay Solutions LLC103,209$5,216 09/30/2019
     SCHO103,209$5,216 09/30/2019
Dynamic Advisor Solutions LLC101,521$5,136 09/30/2019
     SCHO101,521$5,136 09/30/2019
Sheets Smith Wealth Management101,333$5,126 09/30/2019
     SCHO101,333$5,126 09/30/2019
Mariner LLC101,134$5,116 09/30/2019
     SCHO101,134$5,116 09/30/2019
Advisor Group Inc.101,004$5,112 09/30/2019
     SCHO101,004$5,112 09/30/2019
Altfest L J & Co. Inc.100,646$5,092 09/30/2019
     SCHO100,646$5,092 09/30/2019
Morgan Stanley99,479$5,032 09/30/2019
     SCHO99,479$5,032 09/30/2019
3EDGE Asset Management LP99,399$5,029 09/30/2019
     SCHO99,399$5,029 09/30/2019
Lincoln Capital Corp97,538$4,934 09/30/2019
     SCHO97,538$4,934 09/30/2019
NorthRock Partners LLC97,116$4,913 09/30/2019
     SCHO97,116$4,913 09/30/2019
Retirement Planning Group95,500$4,831 09/30/2019
     SCHO95,500$4,831 09/30/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC95,327$4,822 09/30/2019
     SCHO95,327$4,822 09/30/2019
Successful Portfolios LLC91,999$4,654 09/30/2019
     SCHO91,999$4,654 09/30/2019
Captrust Financial Advisors91,749$4,642 09/30/2019
     SCHO91,749$4,642 09/30/2019
Gradient Capital Advisors LLC89,843$4,545 09/30/2019
     SCHO89,843$4,545 09/30/2019
Wealthsource Partners LLC88,619$4,483 09/30/2019
     SCHO88,619$4,483 09/30/2019
Stratos Wealth Advisors LLC87,911$4,447 09/30/2019
     SCHO87,911$4,447 09/30/2019
Renaissance Technologies LLC85,468$4,324 09/30/2019
     SCHO85,468$4,324 09/30/2019
SignalPoint Asset Management LLC79,861$4,040 09/30/2019
     SCHO79,861$4,040 09/30/2019
Bigelow Investment Advisors LLC73,943$3,741 09/30/2019
     SCHO73,943$3,741 09/30/2019
First National Trust Co73,800$3,734 09/30/2019
     SCHO73,800$3,734 09/30/2019
BOK Financial Private Wealth Inc.73,069$3,697 09/30/2019
     SCHO73,069$3,697 09/30/2019
Hutchinson Capital Management CA72,135$3,649 09/30/2019
     SCHO72,135$3,649 09/30/2019
LVW Advisors LLC69,401$3,511 09/30/2019
     SCHO69,401$3,511 09/30/2019
Kingfisher Capital LLC68,707$3,476 09/30/2019
     SCHO68,707$3,476 09/30/2019
PrairieView Partners LLC65,795$3,329 09/30/2019
     SCHO65,795$3,329 09/30/2019
Suntrust Banks Inc.64,763$3,276 09/30/2019
     SCHO64,763$3,276 09/30/2019
Maxim Capital Management LLC61,657$3,119 09/30/2019
     SCHO61,657$3,119 09/30/2019
Mengis Capital Management Inc.61,490$3,110 09/30/2019
     SCHO61,490$3,110 09/30/2019
W.E. Donoghue & Co. LLC60,893$3,081 09/30/2019
     SCHO60,893$3,081 09/30/2019
Financial Architects Inc60,247$3,048 09/30/2019
     SCHO60,247$3,048 09/30/2019
Foothills Asset Management Ltd.57,579$2,913 09/30/2019
     SCHO57,579$2,913 09/30/2019
Foster Victor Wealth Advisors LLC57,442$2,909 09/30/2019
     SCHO57,442$2,909 09/30/2019
ProVise Management Group LLC57,041$2,886 09/30/2019
     SCHO57,041$2,886 09/30/2019
Almanack Investment Partners LLC.56,493$2,858 09/30/2019
     SCHO56,493$2,858 09/30/2019
HBK Sorce Advisory LLC55,475$2,806 09/30/2019
     SCHO55,475$2,806 09/30/2019
Howard Financial Services LTD.55,259$2,796 09/30/2019
     SCHO55,259$2,796 09/30/2019
MCF Advisors LLC54,087$2,736 09/30/2019
     SCHO54,087$2,736 09/30/2019
Black Diamond Financial LLC53,301$2,696 09/30/2019
     SCHO53,301$2,696 09/30/2019
Citadel Advisors LLC52,693$2,666 09/30/2019
     SCHO52,693$2,666 09/30/2019
UBS Group AG51,677$2,614 09/30/2019
     SCHO51,677$2,614 09/30/2019
Royal Bank of Canada51,002$2,580 09/30/2019
     SCHO51,002$2,580 09/30/2019
AJ Wealth Strategies LLC50,299$2,545 09/30/2019
     SCHO50,299$2,545 09/30/2019
Landmark Financial Advisors LLC49,555$2,506 09/30/2019
     SCHO49,555$2,506 09/30/2019
Nwam LLC44,056$2,229 09/30/2019
     SCHO44,056$2,229 09/30/2019
Change Path LLC43,965$2,224 09/30/2019
     SCHO43,965$2,224 09/30/2019
BHK Investment Advisors LLC43,221$2,187 09/30/2019
     SCHO43,221$2,187 09/30/2019
Harrington Investments INC41,808$2,115 09/30/2019
     SCHO41,808$2,115 09/30/2019
LPL Financial LLC41,517$2,100 09/30/2019
     SCHO41,517$2,100 09/30/2019
Twele Capital Management Inc.40,249$2,036 09/30/2019
     SCHO40,249$2,036 09/30/2019
Bouchey Financial Group Ltd40,179$2,033 09/30/2019
     SCHO40,179$2,033 09/30/2019
Creative Planning40,008$2,024 09/30/2019
     SCHO40,008$2,024 09/30/2019
Commonwealth Equity Services LLC39,800$2,013 09/30/2019
     SCHO39,800$2,013 09/30/2019
Staley Capital Advisers Inc.39,695$2,008 09/30/2019
     SCHO39,695$2,008 09/30/2019
Windsor Group LTD38,118$1,930 09/30/2019
     SCHO38,118$1,930 09/30/2019
Mutual Advisors LLC38,118$1,928 09/30/2019
     SCHO38,118$1,928 09/30/2019
Arete Wealth Advisors LLC38,091$1,927 09/30/2019
     SCHO38,091$1,927 09/30/2019
People s United Financial Inc.37,579$1,901 09/30/2019
     SCHO37,579$1,901 09/30/2019
SVA Wealth Management LLC36,311$1,837 09/30/2019
     SCHO36,311$1,837 09/30/2019
Flow Traders U.S. LLC35,403$1,791 09/30/2019
     SCHO35,403$1,791 09/30/2019
MidWestOne Financial Group Inc.35,281$1,785 09/30/2019
     SCHO35,281$1,785 09/30/2019
Raymond James & Associates35,121$1,778 09/30/2019
     SCHO35,121$1,778 09/30/2019
FDx Advisors Inc.34,849$1,763 09/30/2019
     SCHO34,849$1,763 09/30/2019
Ironwood Financial llc32,284$1,633 09/30/2019
     SCHO32,284$1,633 09/30/2019
Great Valley Advisor Group Inc.32,146$1,625 09/30/2019
     SCHO32,146$1,625 09/30/2019
Tortoise Investment Management LLC30,913$1,564 09/30/2019
     SCHO30,913$1,564 09/30/2019
United Capital Management of KS Inc.28,690$1,453 09/30/2019
     SCHO28,690$1,453 09/30/2019
Somerset Group LLC27,297$1,381 09/30/2019
     SCHO27,297$1,381 09/30/2019
SeaCrest Wealth Management LLC27,221$1,377 09/30/2019
     SCHO27,221$1,377 09/30/2019
Northwest Capital Management Inc25,924$1,311 09/30/2019
     SCHO25,924$1,311 09/30/2019
Trustcore Financial Services LLC25,760$1,303 09/30/2019
     SCHO25,760$1,303 09/30/2019
Capital Wealth Planning LLC24,911$1,260 09/30/2019
     SCHO24,911$1,260 09/30/2019
Centric Wealth Management24,850$1,258 09/30/2019
     SCHO24,850$1,258 09/30/2019
Financial Consulate Inc.24,708$1,250 09/30/2019
     SCHO24,708$1,250 09/30/2019
Atria Investments LLC23,765$1,202 09/30/2019
     SCHO23,765$1,202 09/30/2019
NEXT Financial Group Inc23,293$1,179 09/30/2019
     SCHO23,293$1,179 09/30/2019
BCJ Capital Management LLC23,296$1,179 09/30/2019
     SCHO23,296$1,179 09/30/2019
Colton Groome Financial Advisors LLC23,246$1,173 09/30/2019
     SCHO23,246$1,173 09/30/2019
JFS Wealth Advisors LLC23,170$1,172 09/30/2019
     SCHO23,170$1,172 09/30/2019
Cambridge Advisors Inc.23,051$1,166 09/30/2019
     SCHO23,051$1,166 09/30/2019
Mid Atlantic Financial Management Inc. ADV22,479$1,137 09/30/2019
     SCHO22,479$1,137 09/30/2019
Sequoia Financial Advisors LLC22,439$1,135 09/30/2019
     SCHO22,439$1,135 09/30/2019
Rainey & Randall Investment Management Inc.21,212$1,073 09/30/2019
     SCHO21,212$1,073 09/30/2019
Strategic Advisors LLC21,166$1,071 09/30/2019
     SCHO21,166$1,071 09/30/2019
Calton & Associates Inc.20,822$1,053 09/30/2019
     SCHO20,822$1,053 09/30/2019
TrinityPoint Wealth LLC20,266$1,024 09/30/2019
     SCHO20,266$1,024 09/30/2019
Synovus Financial Corp20,070$1,015 09/30/2019
     SCHO20,070$1,015 09/30/2019
Integrated Wealth Concepts LLC19,659$995 09/30/2019
     SCHO19,659$995 09/30/2019
SigFig Wealth Management LLC19,492$986 09/30/2019
     SCHO19,492$986 09/30/2019
361 Capital LLC19,347$979 09/30/2019
     SCHO19,347$979 09/30/2019
Patriot Investment Management Inc.19,253$976 09/30/2019
     SCHO19,253$976 09/30/2019
MUFG Americas Holdings Corp19,210$972 09/30/2019
     SCHO19,210$972 09/30/2019
Schneider Downs Wealth Management Advisors LP19,053$964 09/30/2019
     SCHO19,053$964 09/30/2019
Bogart Wealth LLC19,052$964 09/30/2019
     SCHO19,052$964 09/30/2019
Spectrum Asset Management Inc. NB CA 18,300$926 09/30/2019
     SCHO18,300$926 09/30/2019
Diligent Investors LLC17,716$896 09/30/2019
     SCHO17,716$896 09/30/2019
Ifrah Financial Services Inc.17,677$894 09/30/2019
     SCHO17,677$894 09/30/2019
Summit Asset Management LLC17,497$885 09/30/2019
     SCHO17,497$885 09/30/2019
JJJ Advisors Inc.17,316$876 09/30/2019
     SCHO17,316$876 09/30/2019
Slow Capital Inc.16,650$842 09/30/2019
     SCHO16,650$842 09/30/2019
REDW Wealth LLC16,347$827 09/30/2019
     SCHO16,347$827 09/30/2019
Lutz Financial Services LLC16,112$815 09/30/2019
     SCHO16,112$815 09/30/2019
GeoWealth Management LLC16,054$812 09/30/2019
     SCHO16,054$812 09/30/2019
Gemmer Asset Management LLC15,989$809 09/30/2019
     SCHO15,989$809 09/30/2019
Taylor Cottrill Erickson & Associates Inc.15,448$782 09/30/2019
     SCHO15,448$782 09/30/2019
CLS Investments LLC15,338$776 09/30/2019
     SCHO15,338$776 09/30/2019
Riversedge Advisors LLC15,190$771 09/30/2019
     SCHO15,190$771 09/30/2019
Buckingham Capital Management Inc.15,210$769 09/30/2019
     SCHO15,210$769 09/30/2019
Managed Account Services Inc.14,885$753 09/30/2019
     SCHO14,885$753 09/30/2019
Confluence Wealth Management LLC14,851$751 09/30/2019
     SCHO14,851$751 09/30/2019
Hengehold Capital Management LLC14,770$747 09/30/2019
     SCHO14,770$747 09/30/2019
Pinnacle Family Advisors LLC14,727$745 09/30/2019
     SCHO14,727$745 09/30/2019
Carlson Capital Management14,588$738 09/30/2019
     SCHO14,588$738 09/30/2019
IndexIQ Advisors LLC14,450$731 09/30/2019
     SCHO14,450$731 09/30/2019
Alliance Wealth Management Group14,428$730 09/30/2019
     SCHO14,428$730 09/30/2019
Towercrest Capital Management14,428$730 09/30/2019
     SCHO14,428$730 09/30/2019
Private Advisor Group LLC14,191$718 09/30/2019
     SCHO14,191$718 09/30/2019
Harborview Advisors LLC13,700$693 09/30/2019
     SCHO13,700$693 09/30/2019
Graves Light Private Wealth Management Inc.13,600$689 09/30/2019
     SCHO13,600$689 09/30/2019
Princeton Global Asset Management LLC13,614$689 09/30/2019
     SCHO13,614$689 09/30/2019
Moneywise Inc.13,475$682 09/30/2019
     SCHO13,475$682 09/30/2019
Townsquare Capital LLC13,509$681 09/30/2019
     SCHO13,509$681 09/30/2019
Financial Gravity Wealth Inc.12,630$639 09/30/2019
     SCHO12,630$639 09/30/2019
GHP Investment Advisors Inc.12,468$631 09/30/2019
     SCHO12,468$631 09/30/2019
Morningstar Investment Services LLC12,290$622 09/30/2019
     SCHO12,290$622 09/30/2019
Providence Wealth Advisors LLC12,176$616 09/30/2019
     SCHO12,176$616 09/30/2019
Koshinski Asset Management Inc.12,065$610 09/30/2019
     SCHO12,065$610 09/30/2019
Diversified Portfolios Inc.12,000$607 09/30/2019
     SCHO12,000$607 09/30/2019
Roof Eidam & Maycock ADV11,965$605 09/30/2019
     SCHO11,965$605 09/30/2019
Papp L Roy & Associates11,514$582 09/30/2019
     SCHO11,514$582 09/30/2019
Anderson Fisher LLC11,163$565 09/30/2019
     SCHO11,163$565 09/30/2019
Dividend Assets Capital LLC11,150$564 09/30/2019
     SCHO11,150$564 09/30/2019
Signet Financial Management LLC11,137$562 09/30/2019
     SCHO11,137$562 09/30/2019
United Asset Strategies Inc.11,055$559 09/30/2019
     SCHO11,055$559 09/30/2019
Friedenthal Financial10,940$553 09/30/2019
     SCHO10,940$553 09/30/2019
Kalos Management Inc.10,758$543 09/30/2019
     SCHO10,758$543 09/30/2019
DDD Partners LLC10,671$540 09/30/2019
     SCHO10,671$540 09/30/2019
Optimum Investment Advisors10,365$524 09/30/2019
     SCHO10,365$524 09/30/2019
Empirical Finance LLC10,144$513 09/30/2019
     SCHO10,144$513 09/30/2019
Assetmark Inc.10,125$512 09/30/2019
     SCHO10,125$512 09/30/2019
IMA Wealth Inc.9,519$482 09/30/2019
     SCHO9,519$482 09/30/2019
Weatherly Asset Management L. P.9,505$481 09/30/2019
     SCHO9,505$481 09/30/2019
Segall Bryant & Hamill LLC9,000$455 09/30/2019
     SCHO9,000$455 09/30/2019
Coastal Investment Advisors Inc.8,968$454 09/30/2019
     SCHO8,968$454 09/30/2019
AE Wealth Management LLC8,950$453 09/30/2019
     SCHO8,950$453 09/30/2019
Pure Financial Advisors Inc.8,934$452 09/30/2019
     SCHO8,934$452 09/30/2019
Exchange Capital Management Inc.8,905$451 09/30/2019
     SCHO8,905$451 09/30/2019
Jacobsen Capital Management8,927$451 09/30/2019
     SCHO8,927$451 09/30/2019
Raymond James Trust N.A.8,544$432 09/30/2019
     SCHO8,544$432 09/30/2019
Total Wealth Planning LLC8,543$432 09/30/2019
     SCHO8,543$432 09/30/2019
Green Square Capital LLC8,459$428 09/30/2019
     SCHO8,459$428 09/30/2019
Jentner Corp8,343$422 09/30/2019
     SCHO8,343$422 09/30/2019
Global Retirement Partners LLC8,216$416 09/30/2019
     SCHO8,216$416 09/30/2019
Summit Financial Wealth Advisors LLC8,099$409 09/30/2019
     SCHO8,099$409 09/30/2019
Rockefeller Capital Management L.P.7,769$393 09/30/2019
     SCHO7,769$393 09/30/2019
Cobblestone Capital Advisors LLC NY7,735$391 09/30/2019
     SCHO7,735$391 09/30/2019
MML Investors Services LLC7,707$390 09/30/2019
     SCHO7,707$390 09/30/2019
Callahan Advisors LLC7,668$388 09/30/2019
     SCHO7,668$388 09/30/2019
Brookstone Capital Management7,632$386 09/30/2019
     SCHO7,632$386 09/30/2019
Cito Capital Group LLC7,500$379 09/30/2019
     SCHO7,500$379 09/30/2019
Valley National Advisers Inc.7,318$370 09/30/2019
     SCHO7,318$370 09/30/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management7,227$366 09/30/2019
     SCHO7,227$366 09/30/2019
Van Hulzen Asset Management LLC7,109$360 09/30/2019
     SCHO7,109$360 09/30/2019
Penobscot Investment Management Company Inc.7,000$354 09/30/2019
     SCHO7,000$354 09/30/2019
Sowell Financial Services LLC6,957$352 09/30/2019
     SCHO6,957$352 09/30/2019
Delta Investment Management LLC6,948$351 09/30/2019
     SCHO6,948$351 09/30/2019
Resources Investment Advisors LLC.6,807$344 09/30/2019
     SCHO6,807$344 09/30/2019
Hurlow Wealth Management Group Inc.6,795$344 09/30/2019
     SCHO6,795$344 09/30/2019
Appleton Partners Inc. MA6,700$339 09/30/2019
     SCHO6,700$339 09/30/2019
SimpliFi Inc.6,694$339 09/30/2019
     SCHO6,694$339 09/30/2019
Smith Salley & Associates6,495$329 09/30/2019
     SCHO6,495$329 09/30/2019
Donald L. Hagan LLC6,420$325 09/30/2019
     SCHO6,420$325 09/30/2019
Homrich & Berg6,198$314 09/30/2019
     SCHO6,198$314 09/30/2019
Advisory Alpha LLC6,153$311 09/30/2019
     SCHO6,153$311 09/30/2019
Carroll Financial Associates Inc.5,895$298 09/30/2019
     SCHO5,895$298 09/30/2019
Berkshire Asset Management LLC PA5,862$297 09/30/2019
     SCHO5,862$297 09/30/2019
Marquette Asset Management LLC5,822$295 09/30/2019
     SCHO5,822$295 09/30/2019
Rock Point Advisors LLC5,793$293 09/30/2019
     SCHO5,793$293 09/30/2019
Cetera Advisors LLC5,764$291 09/30/2019
     SCHO5,764$291 09/30/2019
Vigilant Capital Management LLC5,653$286 09/30/2019
     SCHO5,653$286 09/30/2019
Rocky Mountain Advisers LLC5,656$286 09/30/2019
     SCHO5,656$286 09/30/2019
Evermay Wealth Management LLC5,585$283 09/30/2019
     SCHO5,585$283 09/30/2019
PFG Advisors5,576$283 09/30/2019
     SCHO5,576$283 09/30/2019
Wagner Bowman Management Corp5,576$282 09/30/2019
     SCHO5,576$282 09/30/2019
White Lighthouse Investment Management Inc.5,575$282 09/30/2019
     SCHO5,575$282 09/30/2019
Legacy Capital Partners Inc.5,388$273 09/30/2019
     SCHO5,388$273 09/30/2019
C M Bidwell & Associates Ltd.5,263$266 09/30/2019
     SCHO5,263$266 09/30/2019
AlphaStar Capital Management LLC5,198$263 09/30/2019
     SCHO5,198$263 09/30/2019
IFP Advisors Inc5,131$260 09/30/2019
     SCHO5,131$260 09/30/2019
US Bancorp DE5,058$256 09/30/2019
     SCHO5,058$256 09/30/2019
American Investment Services Inc.5,045$255 09/30/2019
     SCHO5,045$255 09/30/2019
Citigroup Inc.5,019$254 09/30/2019
     SCHO5,019$254 09/30/2019
Ausdal Financial Partners Inc.5,005$253 09/30/2019
     SCHO5,005$253 09/30/2019
Archford Capital Strategies LLC4,981$252 09/30/2019
     SCHO4,981$252 09/30/2019
Virtu Financial LLC4,804$243 09/30/2019
     SCHO4,804$243 09/30/2019
Sawtooth Solutions LLC4,791$242 09/30/2019
     SCHO4,791$242 09/30/2019
Pathway Financial Advisors LLC4,777$241 09/30/2019
     SCHO4,777$241 09/30/2019
Independent Advisor Alliance4,728$238 09/30/2019
     SCHO4,728$238 09/30/2019
CRA Financial Services LLC4,588$232 09/30/2019
     SCHO4,588$232 09/30/2019
Western Wealth Management LLC4,577$232 09/30/2019
     SCHO4,577$232 09/30/2019
Centaurus Financial Inc.4,565$231 09/30/2019
     SCHO4,565$231 09/30/2019
Hochman Cole Investment Advisors Inc.4,533$229 09/30/2019
     SCHO4,533$229 09/30/2019
Capital Investment Advisory Services LLC4,403$223 09/30/2019
     SCHO4,403$223 09/30/2019
Massey Quick Simon & CO. LLC4,345$220 09/30/2019
     SCHO4,345$220 09/30/2019
Contravisory Investment Management Inc.4,330$219 09/30/2019
     SCHO4,330$219 09/30/2019
Lederer & Associates Investment Counsel CA4,314$218 09/30/2019
     SCHO4,314$218 09/30/2019
Garde Capital Inc.4,303$218 09/30/2019
     SCHO4,303$218 09/30/2019
Enterprise Financial Services Corp4,200$212 09/30/2019
     SCHO4,200$212 09/30/2019
IHT Wealth Management LLC4,181$212 09/30/2019
     SCHO4,181$212 09/30/2019
Private Ocean LLC4,091$207 09/30/2019
     SCHO4,091$207 09/30/2019
Greenleaf Trust4,013$203 09/30/2019
     SCHO4,013$203 09/30/2019
Aull & Monroe Investment Management Corp4,010$203 09/30/2019
     SCHO4,010$203 09/30/2019
Evensky & Katz LLC3,984$202 09/30/2019
     SCHO3,984$202 09/30/2019
Quantum Capital Management3,941$199 09/30/2019
     SCHO3,941$199 09/30/2019
Rehmann Capital Advisory Group3,450$175 06/30/2019
     SCHO3,450$175 06/30/2019
Parallel Advisors LLC2,863$145 09/30/2019
     SCHO2,863$145 09/30/2019
Cedar Wealth Management LLC2,832$143 09/30/2019
     SCHO2,832$143 09/30/2019
Secrest Blakey & Associates LLC2,759$140 09/30/2019
     SCHO2,759$140 09/30/2019
Red Cedar Capital LLC2,657$134 09/30/2019
     SCHO2,657$134 09/30/2019
MRA Associates USA LLC2,366$120 09/30/2019
     SCHO2,366$120 09/30/2019
Selective Wealth Management Inc.2,369$120 09/30/2019
     SCHO2,369$120 09/30/2019
Reilly Financial Advisors LLC2,304$117 09/30/2019
     SCHO2,304$117 09/30/2019
Bartlett & Co. LLC2,165$110 09/30/2019
     SCHO2,165$110 09/30/2019
Barclays PLC2,164$109 09/30/2019
     SCHO2,164$109 09/30/2019
Barrett Asset Management LLC2,050$104 09/30/2019
     SCHO2,050$104 09/30/2019
Wealthcare Advisory Partners LLC1,983$100 09/30/2019
     SCHO1,983$100 09/30/2019
Larson Financial Group LLC1,905$96 09/30/2019
     SCHO1,905$96 09/30/2019
West Oak Capital LLC1,847$93 09/30/2019
     SCHO1,847$93 09/30/2019
Trust Co. of Vermont1,788$90 09/30/2019
     SCHO1,788$90 09/30/2019
Elmwood Wealth Management Inc.1,679$85 09/30/2019
     SCHO1,679$85 09/30/2019
Advisory Services Network LLC1,653$84 09/30/2019
     SCHO1,653$84 09/30/2019
Horan Capital Advisors LLC.1,541$78 09/30/2019
     SCHO1,541$78 09/30/2019
Northwestern Mutual Wealth Management Co.1,530$77 09/30/2019
     SCHO1,530$77 09/30/2019
Pinnacle Bank1,360$69 09/30/2019
     SCHO1,360$69 09/30/2019
Front Row Advisors LLC1,138$58 09/30/2019
     SCHO1,138$58 09/30/2019
Deutsche Bank AG1,041$52 09/30/2019
     SCHO1,041$52 09/30/2019
Patriot Financial Group Insurance Agency LLC989$50 09/30/2019
     SCHO989$50 09/30/2019
Liberty Wealth Management LLC930$47 09/30/2019
     SCHO930$47 09/30/2019
Parkside Financial Bank & Trust880$45 09/30/2019
     SCHO880$45 09/30/2019
Clarkston Capital Partners LLC909$45 09/30/2019
     SCHO909$45 09/30/2019
Signaturefd LLC856$43 09/30/2019
     SCHO856$43 09/30/2019
AllSquare Wealth Management LLC746$38 09/30/2019
     SCHO746$38 09/30/2019
Aptus Capital Advisors LLC698$35 09/30/2019
     SCHO698$35 09/30/2019
Northwest Investment Counselors LLC650$33 09/30/2019
     SCHO650$33 09/30/2019
Foresight Wealth Management LLC651$33 09/30/2019
     SCHO651$33 09/30/2019
Gradient Investments LLC625$32 09/30/2019
     SCHO625$32 09/30/2019
Taylor Hoffman Wealth Management591$30 09/30/2019
     SCHO591$30 09/30/2019
FMR LLC581$29 09/30/2019
     SCHO581$29 09/30/2019
LifePlan Financial Group Inc565$29 09/30/2019
     SCHO565$29 09/30/2019
BlackRock Inc.539$28 09/30/2019
     SCHO539$28 09/30/2019
Financial Management Professionals Inc.492$25 09/30/2019
     SCHO492$25 09/30/2019
Golden State Wealth Management LLC500$25 09/30/2019
     SCHO500$25 09/30/2019
RPg Family Wealth Advisory LLC462$23 09/30/2019
     SCHO462$23 09/30/2019
Burt Wealth Advisors455$23 09/30/2019
     SCHO455$23 09/30/2019
Jackson Hole Capital Partners LLC450$23 09/30/2019
     SCHO450$23 09/30/2019
Hoertkorn Richard Charles350$18 09/30/2019
     SCHO350$18 09/30/2019
First Manhattan Co.341$17 09/30/2019
     SCHO341$17 09/30/2019
Clearbridge Investments LLC318$16 09/30/2019
     SCHO318$16 09/30/2019
Pinnacle Holdings LLC300$15 09/30/2019
     SCHO300$15 09/30/2019
Private Capital Group LLC295$15 09/30/2019
     SCHO295$15 09/30/2019
CWM LLC279$14 09/30/2019
     SCHO279$14 09/30/2019
Jacobi Capital Management LLC270$14 09/30/2019
     SCHO270$14 09/30/2019
Blue Bell Private Wealth Management LLC249$13 09/30/2019
     SCHO249$13 09/30/2019
Atlas Capital Advisors LLC251$13 09/30/2019
     SCHO251$13 09/30/2019
Tradewinds Capital Management LLC231$12 09/30/2019
     SCHO231$12 09/30/2019
UBS Asset Management Americas Inc.139$7 09/30/2019
     SCHO139$7 09/30/2019
JNBA Financial Advisors91$5 09/30/2019
     SCHO91$5 09/30/2019
Barnett & Company Inc.85$4 09/30/2019
     SCHO85$4 09/30/2019
Benjamin F. Edwards & Company Inc.73$4 09/30/2019
     SCHO73$4 09/30/2019
Asset Dedication LLC71$4 09/30/2019
     SCHO71$4 09/30/2019
Accurate Investment Solutions Inc.75$4 09/30/2019
     SCHO75$4 09/30/2019
Stratos Wealth Partners LTD.332$4 09/30/2019
     SCHO332$4 09/30/2019
Versant Capital Management Inc92$4 09/30/2019
     SCHO92$4 09/30/2019
Spectrum Management Group Inc.60$3 09/30/2019
     SCHO60$3 09/30/2019
SRS Capital Advisors Inc.69$3 09/30/2019
     SCHO69$3 09/30/2019
Whitener Capital Management Inc.37$1 09/30/2019
     SCHO37$1 09/30/2019
B & T Capital Management DBA Alpha Capital Management24$1 09/30/2019
     SCHO24$1 09/30/2019
Steward Partners Investment Advisory LLC25$1 09/30/2019
     SCHO25$1 09/30/2019
Proequities Inc.0$0 09/30/2019
     SCHO0$0 09/30/2019
FinTrust Capital Advisors LLC2$0 09/30/2019
     SCHO2$0 09/30/2019

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

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