HoldingsChannel.com
Funds Holding SCHO
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE10,521,278$531,115 12/31/2019
     SCHO10,521,278$531,115 12/31/2019
Sei Investments Co.4,488,725$226,660 12/31/2019
     SCHO4,488,725$226,660 12/31/2019
Ameriprise Financial Inc.3,518,265$175,443 12/31/2019
     SCHO3,518,265$175,443 12/31/2019
Hilton Capital Management LLC2,897,637$146,273 12/31/2019
     SCHO2,897,637$146,273 12/31/2019
Envestnet Asset Management Inc.1,401,926$70,769 12/31/2019
     SCHO1,401,926$70,769 12/31/2019
Pinnacle Advisory Group Inc.1,141,626$57,629 12/31/2019
     SCHO1,141,626$57,629 12/31/2019
Financial Engines Advisors L.L.C.896,258$45,243 12/31/2019
     SCHO896,258$45,243 12/31/2019
Charles Schwab Investment Management Inc.858,585$43,342 12/31/2019
     SCHO858,585$43,342 12/31/2019
Stifel Financial Corp797,519$40,301 12/31/2019
     SCHO797,519$40,301 12/31/2019
Edgehill Endowment Partners LLC795,115$40,137 12/31/2019
     SCHO795,115$40,137 12/31/2019
NextCapital Advisers Inc.793,882$40,075 12/31/2019
     SCHO793,882$40,075 12/31/2019
Hamilton Capital Management Inc.779,081$39,328 12/31/2019
     SCHO779,081$39,328 12/31/2019
Mercer Global Advisors Inc. ADV765,853$38,660 12/31/2019
     SCHO765,853$38,660 12/31/2019
Financial Advisory Group729,821$36,841 12/31/2019
     SCHO729,821$36,841 12/31/2019
FLC Capital Advisors678,356$34,243 12/31/2019
     SCHO678,356$34,243 12/31/2019
Brandywine Oak Private Wealth LLC637,515$32,181 12/31/2019
     SCHO637,515$32,181 12/31/2019
Quantum Capital Management LLC NJ624,617$31,531 12/31/2019
     SCHO624,617$31,531 12/31/2019
Brinker Capital Inc.596,219$30,097 12/31/2019
     SCHO596,219$30,097 12/31/2019
Raymond James Financial Services Advisors Inc.596,176$30,096 12/31/2019
     SCHO596,176$30,096 12/31/2019
Wealth Enhancement Advisory Services LLC585,492$29,556 12/31/2019
     SCHO585,492$29,556 12/31/2019
Bangor Savings Bank567,056$28,625 12/31/2019
     SCHO567,056$28,625 12/31/2019
Alesco Advisors LLC549,828$27,755 12/31/2019
     SCHO549,828$27,755 12/31/2019
Meridian Wealth Partners LLC498,027$25,140 12/31/2019
     SCHO498,027$25,140 12/31/2019
United Capital Financial Advisers LLC497,365$25,107 12/31/2019
     SCHO497,365$25,107 12/31/2019
HighTower Advisors LLC492,993$24,893 12/31/2019
     SCHO492,993$24,893 12/31/2019
Buckingham Asset Management LLC485,192$24,492 12/31/2019
     SCHO485,192$24,492 12/31/2019
Domani Wealth LLC449,609$22,696 12/31/2019
     SCHO449,609$22,696 12/31/2019
MinichMacGregor Wealth Management LLC415,936$20,996 12/31/2019
     SCHO415,936$20,996 12/31/2019
Ladenburg Thalmann Financial Services Inc.410,571$20,674 12/31/2019
     SCHO410,571$20,674 12/31/2019
PNC Financial Services Group Inc.374,709$18,916 12/31/2019
     SCHO374,709$18,916 12/31/2019
Stearns Financial Services Group370,665$18,711 12/31/2019
     SCHO370,665$18,711 12/31/2019
American Economic Planning Group Inc. ADV366,870$18,549 09/30/2019
     SCHO366,870$18,549 09/30/2019
FTB Advisors Inc.361,272$18,237 12/31/2019
     SCHO361,272$18,237 12/31/2019
Leavell Investment Management Inc.328,047$16,560 12/31/2019
     SCHO328,047$16,560 12/31/2019
First Allied Advisory Services Inc.325,515$16,455 12/31/2019
     SCHO325,515$16,455 12/31/2019
Jane Street Group LLC315,959$15,950 12/31/2019
     SCHO315,959$15,950 12/31/2019
Relaxing Retirement Coach315,463$15,929 12/31/2019
     SCHO315,463$15,929 12/31/2019
Roundview Capital LLC315,295$15,916 12/31/2019
     SCHO315,295$15,916 12/31/2019
Morningstar Investment Management LLC302,302$15,260 12/31/2019
     SCHO302,302$15,260 12/31/2019
USAdvisors Wealth Management LLC289,789$14,629 12/31/2019
     SCHO289,789$14,629 12/31/2019
Columbus Macro LLC288,187$14,548 12/31/2019
     SCHO288,187$14,548 12/31/2019
Carnegie Capital Asset Management LLC287,311$14,503 12/31/2019
     SCHO287,311$14,503 12/31/2019
Allen Capital Group LLC286,256$14,450 12/31/2019
     SCHO286,256$14,450 12/31/2019
Marotta Asset Management272,465$13,806 12/31/2019
     SCHO272,465$13,806 12/31/2019
Fund Evaluation Group LLC266,845$13,470 12/31/2019
     SCHO266,845$13,470 12/31/2019
Financial Advocates Investment Management260,029$13,126 12/31/2019
     SCHO260,029$13,126 12/31/2019
D.B. Root & Company LLC259,699$13,109 12/31/2019
     SCHO259,699$13,109 12/31/2019
Renaissance Technologies LLC259,146$13,082 12/31/2019
     SCHO259,146$13,082 12/31/2019
Arkfeld Wealth Strategies L.L.C.248,366$12,565 12/31/2019
     SCHO248,366$12,565 12/31/2019
Sterling Investment Management Inc.246,996$12,468 12/31/2019
     SCHO246,996$12,468 12/31/2019
Cahill Financial Advisors Inc.243,742$12,305 12/31/2019
     SCHO243,742$12,305 12/31/2019
Wells Fargo & Company MN235,163$11,872 12/31/2019
     SCHO235,163$11,872 12/31/2019
Courage Miller Partners LLC234,750$11,850 12/31/2019
     SCHO234,750$11,850 12/31/2019
Cabot Wealth Management Inc.214,166$10,811 12/31/2019
     SCHO214,166$10,811 12/31/2019
Kathmere Capital Management LLC212,009$10,702 12/31/2019
     SCHO212,009$10,702 12/31/2019
West Coast Financial LLC203,204$10,258 12/31/2019
     SCHO203,204$10,258 12/31/2019
Act Two Investors LLC199,012$10,046 12/31/2019
     SCHO199,012$10,046 12/31/2019
Truist Financial Corp193,693$9,778 12/31/2019
     SCHO193,693$9,778 12/31/2019
Lido Advisors LLC187,377$9,459 12/31/2019
     SCHO187,377$9,459 12/31/2019
Cambridge Investment Research Advisors Inc.185,710$9,375 12/31/2019
     SCHO185,710$9,375 12/31/2019
Blume Capital Management Inc.182,870$9,231 12/31/2019
     SCHO182,870$9,231 12/31/2019
Citadel Advisors LLC172,224$8,694 12/31/2019
     SCHO172,224$8,694 12/31/2019
Eqis Capital Management Inc.169,867$8,575 12/31/2019
     SCHO169,867$8,575 12/31/2019
Juncture Wealth Strategies LLC165,382$8,348 12/31/2019
     SCHO165,382$8,348 12/31/2019
Dean Investment Associates LLC162,816$8,219 12/31/2019
     SCHO162,816$8,219 12/31/2019
Peak Asset Management LLC157,511$7,951 12/31/2019
     SCHO157,511$7,951 12/31/2019
Heartwood Wealth Advisors LLC156,787$7,915 12/31/2019
     SCHO156,787$7,915 12/31/2019
Evergreen Capital Management LLC156,118$7,881 12/31/2019
     SCHO156,118$7,881 12/31/2019
Carlton Hofferkamp & Jenks Wealth Management LLC151,345$7,670 12/31/2019
     SCHO151,345$7,670 12/31/2019
Vista Private Wealth Partners. LLC147,784$7,460 12/31/2019
     SCHO147,784$7,460 12/31/2019
WT Wealth Management145,677$7,353 12/31/2019
     SCHO145,677$7,353 12/31/2019
Citigroup Inc.145,280$7,334 12/31/2019
     SCHO145,280$7,334 12/31/2019
Mariner LLC142,011$7,169 12/31/2019
     SCHO142,011$7,169 12/31/2019
Advisor Group Inc.139,206$7,030 12/31/2019
     SCHO139,206$7,030 12/31/2019
Pensionmark Financial Group LLC138,940$7,014 12/31/2019
     SCHO138,940$7,014 12/31/2019
IndexIQ Advisors LLC138,883$7,011 12/31/2019
     SCHO138,883$7,011 12/31/2019
55I LLC136,411$6,886 12/31/2019
     SCHO136,411$6,886 12/31/2019
Moisand Fitzgerald Tamayo LLC131,795$6,653 12/31/2019
     SCHO131,795$6,653 12/31/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC131,209$6,623 12/31/2019
     SCHO131,209$6,623 12/31/2019
Bank of New York Mellon Corp128,559$6,490 12/31/2019
     SCHO128,559$6,490 12/31/2019
Kelman Lazarov Inc.128,473$6,485 12/31/2019
     SCHO128,473$6,485 12/31/2019
Smith & Howard Wealth Management LLC128,198$6,471 12/31/2019
     SCHO128,198$6,471 12/31/2019
Commonwealth Equity Services LLC127,994$6,461 12/31/2019
     SCHO127,994$6,461 12/31/2019
AdvisorNet Financial Inc123,259$6,222 12/31/2019
     SCHO123,259$6,222 12/31/2019
Benjamin Edwards Inc.121,603$6,139 12/31/2019
     SCHO121,603$6,139 12/31/2019
Cresset Asset Management LLC121,256$6,121 12/31/2019
     SCHO121,256$6,121 12/31/2019
Sheets Smith Wealth Management115,235$5,817 12/31/2019
     SCHO115,235$5,817 12/31/2019
Abacus Planning Group Inc.114,815$5,796 12/31/2019
     SCHO114,815$5,796 12/31/2019
BB&T Securities LLC111,167$5,626 09/30/2019
     SCHO111,167$5,626 09/30/2019
Capital Asset Advisory Services LLC109,953$5,565 12/31/2019
     SCHO109,953$5,565 12/31/2019
Successful Portfolios LLC106,776$5,390 12/31/2019
     SCHO106,776$5,390 12/31/2019
Krilogy Financial LLC106,378$5,370 12/31/2019
     SCHO106,378$5,370 12/31/2019
Retirement Planning Group100,671$5,082 12/31/2019
     SCHO100,671$5,082 12/31/2019
Kingfisher Capital LLC100,316$5,064 12/31/2019
     SCHO100,316$5,064 12/31/2019
Kingsview Wealth Management LLC98,872$4,991 12/31/2019
     SCHO98,872$4,991 12/31/2019
Prime Capital Investment Advisors LLC98,431$4,969 12/31/2019
     SCHO98,431$4,969 12/31/2019
Dynamic Advisor Solutions LLC95,036$4,797 12/31/2019
     SCHO95,036$4,797 12/31/2019
Altfest L J & Co. Inc.94,770$4,784 12/31/2019
     SCHO94,770$4,784 12/31/2019
Gradient Capital Advisors LLC93,420$4,716 12/31/2019
     SCHO93,420$4,716 12/31/2019
Lincoln Capital Corp92,200$4,654 12/31/2019
     SCHO92,200$4,654 12/31/2019
First National Trust Co89,506$4,518 12/31/2019
     SCHO89,506$4,518 12/31/2019
GPM Growth Investors Inc.88,468$4,466 12/31/2019
     SCHO88,468$4,466 12/31/2019
Black Diamond Financial LLC87,297$4,407 12/31/2019
     SCHO87,297$4,407 12/31/2019
SignalPoint Asset Management LLC86,099$4,346 12/31/2019
     SCHO86,099$4,346 12/31/2019
Bigelow Investment Advisors LLC85,463$4,314 12/31/2019
     SCHO85,463$4,314 12/31/2019
Wealthsource Partners LLC84,380$4,260 12/31/2019
     SCHO84,380$4,260 12/31/2019
Financial Architects Inc83,213$4,201 12/31/2019
     SCHO83,213$4,201 12/31/2019
Royal Bank of Canada81,506$4,114 12/31/2019
     SCHO81,506$4,114 12/31/2019
Gladstone Institutional Advisory LLC80,760$4,077 12/31/2019
     SCHO80,760$4,077 12/31/2019
Stratos Wealth Advisors LLC80,618$4,070 12/31/2019
     SCHO80,618$4,070 12/31/2019
Cetera Investment Advisers78,313$3,957 12/31/2019
     SCHO78,313$3,957 12/31/2019
Lionsbridge Wealth Management LLC76,947$3,888 12/31/2019
     SCHO76,947$3,888 12/31/2019
Nelson Roberts Investment Advisors LLC75,807$3,827 12/31/2019
     SCHO75,807$3,827 12/31/2019
NewDay Solutions LLC73,250$3,698 12/31/2019
     SCHO73,250$3,698 12/31/2019
BOK Financial Private Wealth Inc.72,296$3,650 12/31/2019
     SCHO72,296$3,650 12/31/2019
Hutchinson Capital Management CA71,836$3,626 12/31/2019
     SCHO71,836$3,626 12/31/2019
LVW Advisors LLC67,149$3,390 12/31/2019
     SCHO67,149$3,390 12/31/2019
UBS Group AG66,087$3,336 12/31/2019
     SCHO66,087$3,336 12/31/2019
Aurora Private Wealth Inc.65,764$3,320 12/31/2019
     SCHO65,764$3,320 12/31/2019
Seascape Capital Management65,478$3,305 12/31/2019
     SCHO65,478$3,305 12/31/2019
Suntrust Banks Inc.64,763$3,276 09/30/2019
     SCHO64,763$3,276 09/30/2019
Mengis Capital Management Inc.64,380$3,249 12/31/2019
     SCHO64,380$3,249 12/31/2019
PrairieView Partners LLC57,997$2,928 12/31/2019
     SCHO57,997$2,928 12/31/2019
ProVise Management Group LLC57,804$2,918 12/31/2019
     SCHO57,804$2,918 12/31/2019
Foothills Asset Management Ltd.56,221$2,838 12/31/2019
     SCHO56,221$2,838 12/31/2019
LPL Financial LLC54,364$2,744 12/31/2019
     SCHO54,364$2,744 12/31/2019
Northwest Capital Management Inc53,679$2,710 12/31/2019
     SCHO53,679$2,710 12/31/2019
MCF Advisors LLC52,855$2,668 12/31/2019
     SCHO52,855$2,668 12/31/2019
Nwam LLC52,046$2,627 12/31/2019
     SCHO52,046$2,627 12/31/2019
Howard Financial Services LTD.51,350$2,592 12/31/2019
     SCHO51,350$2,592 12/31/2019
Foster Victor Wealth Advisors LLC51,221$2,586 12/31/2019
     SCHO51,221$2,586 12/31/2019
3EDGE Asset Management LP50,763$2,563 12/31/2019
     SCHO50,763$2,563 12/31/2019
AJ Wealth Strategies LLC50,361$2,542 12/31/2019
     SCHO50,361$2,542 12/31/2019
HBK Sorce Advisory LLC50,190$2,534 12/31/2019
     SCHO50,190$2,534 12/31/2019
Mutual Advisors LLC49,810$2,514 12/31/2019
     SCHO49,810$2,514 12/31/2019
Harrington Investments INC48,338$2,440 12/31/2019
     SCHO48,338$2,440 12/31/2019
Landmark Financial Advisors LLC47,460$2,401 12/31/2019
     SCHO47,460$2,401 12/31/2019
Mid Atlantic Financial Management Inc. ADV47,369$2,391 12/31/2019
     SCHO47,369$2,391 12/31/2019
Change Path LLC46,879$2,366 12/31/2019
     SCHO46,879$2,366 12/31/2019
Maxim Capital Management LLC46,623$2,327 12/31/2019
     SCHO46,623$2,327 12/31/2019
Sentinel Pension Advisors Inc.44,833$2,263 12/31/2019
     SCHO44,833$2,263 12/31/2019
First PREMIER Bank44,760$2,259 12/31/2019
     SCHO44,760$2,259 12/31/2019
Bouchey Financial Group Ltd41,691$2,105 12/31/2019
     SCHO41,691$2,105 12/31/2019
Arete Wealth Advisors LLC40,898$2,065 12/31/2019
     SCHO40,898$2,065 12/31/2019
FDx Advisors Inc.40,306$2,035 12/31/2019
     SCHO40,306$2,035 12/31/2019
Staley Capital Advisers Inc.39,620$2,000 12/31/2019
     SCHO39,620$2,000 12/31/2019
Mayfair Advisory Group LLC38,274$1,932 12/31/2019
     SCHO38,274$1,932 12/31/2019
Janney Montgomery Scott LLC38,031$1,920 12/31/2019
     SCHO38,031$1,920 12/31/2019
ESL Trust Services LLC38,040$1,920 12/31/2019
     SCHO38,040$1,920 12/31/2019
Windsor Group LTD37,836$1,910 12/31/2019
     SCHO37,836$1,910 12/31/2019
Morgan Stanley36,848$1,860 12/31/2019
     SCHO36,848$1,860 12/31/2019
MBE Wealth Management LLC36,820$1,858 12/31/2019
     SCHO36,820$1,858 12/31/2019
SVA Wealth Management LLC36,224$1,829 12/31/2019
     SCHO36,224$1,829 12/31/2019
Creative Planning36,063$1,820 12/31/2019
     SCHO36,063$1,820 12/31/2019
ERTS Wealth Advisors LLC35,448$1,789 12/31/2019
     SCHO35,448$1,789 12/31/2019
Trustcore Financial Services LLC35,191$1,776 12/31/2019
     SCHO35,191$1,776 12/31/2019
People s United Financial Inc.34,703$1,752 12/31/2019
     SCHO34,703$1,752 12/31/2019
AMI Investment Management Inc.34,677$1,750 12/31/2019
     SCHO34,677$1,750 12/31/2019
MidWestOne Financial Group Inc.34,645$1,748 12/31/2019
     SCHO34,645$1,748 12/31/2019
AE Wealth Management LLC33,975$1,715 12/31/2019
     SCHO33,975$1,715 12/31/2019
Islay Capital Management LLC33,549$1,694 12/31/2019
     SCHO33,549$1,694 12/31/2019
NorthRock Partners LLC33,518$1,692 12/31/2019
     SCHO33,518$1,692 12/31/2019
HC Advisors LLC33,065$1,669 12/31/2019
     SCHO33,065$1,669 12/31/2019
Great Valley Advisor Group Inc.31,924$1,611 12/31/2019
     SCHO31,924$1,611 12/31/2019
Tortoise Investment Management LLC29,188$1,473 12/31/2019
     SCHO29,188$1,473 12/31/2019
Twele Capital Management Inc.28,857$1,457 12/31/2019
     SCHO28,857$1,457 12/31/2019
Millennium Management LLC28,319$1,430 12/31/2019
     SCHO28,319$1,430 12/31/2019
Cambridge Advisors Inc.27,657$1,396 12/31/2019
     SCHO27,657$1,396 12/31/2019
Bank of Marin27,244$1,375 12/31/2019
     SCHO27,244$1,375 12/31/2019
Laurel Wealth Advisors Inc.26,368$1,331 12/31/2019
     SCHO26,368$1,331 12/31/2019
Sequoia Financial Advisors LLC25,914$1,308 12/31/2019
     SCHO25,914$1,308 12/31/2019
Susquehanna International Group LLP25,837$1,304 12/31/2019
     SCHO25,837$1,304 12/31/2019
SeaCrest Wealth Management LLC25,694$1,297 12/31/2019
     SCHO25,694$1,297 12/31/2019
Rainey & Randall Investment Management Inc.25,494$1,287 12/31/2019
     SCHO25,494$1,287 12/31/2019
Capital Wealth Planning LLC24,911$1,260 09/30/2019
     SCHO24,911$1,260 09/30/2019
United Capital Management of KS Inc.24,737$1,249 12/31/2019
     SCHO24,737$1,249 12/31/2019
Pacific Capital Wealth Advisors Inc.24,740$1,249 12/31/2019
     SCHO24,740$1,249 12/31/2019
Colton Groome Financial Advisors LLC23,890$1,206 12/31/2019
     SCHO23,890$1,206 12/31/2019
Captrust Financial Advisors23,451$1,184 12/31/2019
     SCHO23,451$1,184 12/31/2019
BCJ Capital Management LLC22,720$1,147 12/31/2019
     SCHO22,720$1,147 12/31/2019
Schneider Downs Wealth Management Advisors LP22,648$1,143 12/31/2019
     SCHO22,648$1,143 12/31/2019
Calton & Associates Inc.22,612$1,141 12/31/2019
     SCHO22,612$1,141 12/31/2019
BCS Wealth Management22,453$1,133 12/31/2019
     SCHO22,453$1,133 12/31/2019
TrinityPoint Wealth LLC21,353$1,078 12/31/2019
     SCHO21,353$1,078 12/31/2019
Synovus Financial Corp21,195$1,070 12/31/2019
     SCHO21,195$1,070 12/31/2019
Fiduciary Planning LLC21,101$1,070 12/31/2019
     SCHO21,101$1,070 12/31/2019
Atria Investments LLC21,035$1,062 12/31/2019
     SCHO21,035$1,062 12/31/2019
Strategic Advisors LLC20,499$1,035 12/31/2019
     SCHO20,499$1,035 12/31/2019
361 Capital LLC20,289$1,024 12/31/2019
     SCHO20,289$1,024 12/31/2019
Bogart Wealth LLC20,165$1,018 12/31/2019
     SCHO20,165$1,018 12/31/2019
Ballast Advisors LLC20,176$1,018 12/31/2019
     SCHO20,176$1,018 12/31/2019
Independent Advisor Alliance19,842$1,001 12/31/2019
     SCHO19,842$1,001 12/31/2019
Integrated Wealth Concepts LLC19,818$1,000 12/31/2019
     SCHO19,818$1,000 12/31/2019
SigFig Wealth Management LLC19,496$984 12/31/2019
     SCHO19,496$984 12/31/2019
MUFG Americas Holdings Corp19,410$980 12/31/2019
     SCHO19,410$980 12/31/2019
Laidlaw Wealth Management LLC19,018$960 12/31/2019
     SCHO19,018$960 12/31/2019
Patriot Investment Management Inc.18,746$946 12/31/2019
     SCHO18,746$946 12/31/2019
Morningstar Investment Services LLC18,244$921 12/31/2019
     SCHO18,244$921 12/31/2019
Ironwood Financial llc18,206$919 12/31/2019
     SCHO18,206$919 12/31/2019
Ifrah Financial Services Inc.18,005$909 12/31/2019
     SCHO18,005$909 12/31/2019
Spectrum Asset Management Inc. NB CA 17,900$904 12/31/2019
     SCHO17,900$904 12/31/2019
Summit Asset Management LLC17,438$880 12/31/2019
     SCHO17,438$880 12/31/2019
JJJ Advisors Inc.17,387$878 12/31/2019
     SCHO17,387$878 12/31/2019
Riversedge Advisors LLC17,399$878 12/31/2019
     SCHO17,399$878 12/31/2019
Slow Capital Inc.16,957$856 12/31/2019
     SCHO16,957$856 12/31/2019
Taylor Cottrill Erickson & Associates Inc.16,487$832 12/31/2019
     SCHO16,487$832 12/31/2019
Savior LLC16,408$828 12/31/2019
     SCHO16,408$828 12/31/2019
Chilton Capital Management LLC16,046$810 12/31/2019
     SCHO16,046$810 12/31/2019
Lutz Financial Services LLC15,766$796 12/31/2019
     SCHO15,766$796 12/31/2019
Somerset Group LLC15,739$795 12/31/2019
     SCHO15,739$795 12/31/2019
Strategic Wealth Advisors Group LLC15,529$784 12/31/2019
     SCHO15,529$784 12/31/2019
Gemmer Asset Management LLC15,469$781 12/31/2019
     SCHO15,469$781 12/31/2019
Managed Account Services Inc.15,340$775 12/31/2019
     SCHO15,340$775 12/31/2019
Koshinski Asset Management Inc.15,226$769 12/31/2019
     SCHO15,226$769 12/31/2019
Alliance Wealth Management Group15,134$764 12/31/2019
     SCHO15,134$764 12/31/2019
Towercrest Capital Management15,134$764 12/31/2019
     SCHO15,134$764 12/31/2019
Wealth CMT15,115$763 12/31/2019
     SCHO15,115$763 12/31/2019
Harborview Advisors LLC14,483$731 12/31/2019
     SCHO14,483$731 12/31/2019
Carlson Capital Management14,335$724 12/31/2019
     SCHO14,335$724 12/31/2019
Hengehold Capital Management LLC14,272$720 12/31/2019
     SCHO14,272$720 12/31/2019
Anderson Fisher LLC14,207$717 12/31/2019
     SCHO14,207$717 12/31/2019
Raymond James & Associates13,897$702 12/31/2019
     SCHO13,897$702 12/31/2019
Pinnacle Family Advisors LLC13,902$702 12/31/2019
     SCHO13,902$702 12/31/2019
Moneywise Inc.13,593$688 12/31/2019
     SCHO13,593$688 12/31/2019
Graves Light Private Wealth Management Inc.13,600$687 12/31/2019
     SCHO13,600$687 12/31/2019
Princeton Global Asset Management LLC13,617$687 12/31/2019
     SCHO13,617$687 12/31/2019
Financial Consulate Inc.13,483$681 12/31/2019
     SCHO13,483$681 12/31/2019
Townsquare Capital LLC13,509$681 09/30/2019
     SCHO13,509$681 09/30/2019
Buckingham Capital Management Inc.13,160$664 12/31/2019
     SCHO13,160$664 12/31/2019
Confluence Wealth Management LLC13,103$661 12/31/2019
     SCHO13,103$661 12/31/2019
CWM LLC12,786$645 12/31/2019
     SCHO12,786$645 12/31/2019
Cobblestone Capital Advisors LLC NY12,670$640 12/31/2019
     SCHO12,670$640 12/31/2019
Financial Gravity Wealth Inc.12,630$639 09/30/2019
     SCHO12,630$639 09/30/2019
Providence Wealth Advisors LLC12,166$614 12/31/2019
     SCHO12,166$614 12/31/2019
Diversified Portfolios Inc.12,085$610 12/31/2019
     SCHO12,085$610 12/31/2019
Roof Eidam & Maycock ADV11,965$604 12/31/2019
     SCHO11,965$604 12/31/2019
GHP Investment Advisors Inc.11,865$599 12/31/2019
     SCHO11,865$599 12/31/2019
Perigon Wealth Management LLC11,775$595 12/31/2019
     SCHO11,775$595 12/31/2019
DDD Partners LLC11,560$584 12/31/2019
     SCHO11,560$584 12/31/2019
Papp L Roy & Associates11,514$581 12/31/2019
     SCHO11,514$581 12/31/2019
Friedenthal Financial11,323$572 12/31/2019
     SCHO11,323$572 12/31/2019
Dividend Assets Capital LLC11,300$570 12/31/2019
     SCHO11,300$570 12/31/2019
Modus Advisors LLC11,279$569 12/31/2019
     SCHO11,279$569 12/31/2019
Wellesley Investment Partners LLC11,185$564 12/31/2019
     SCHO11,185$564 12/31/2019
Signet Financial Management LLC11,144$563 12/31/2019
     SCHO11,144$563 12/31/2019
Optimum Investment Advisors10,600$535 12/31/2019
     SCHO10,600$535 12/31/2019
Empirical Finance LLC10,144$512 12/31/2019
     SCHO10,144$512 12/31/2019
Diversified Trust Co10,000$505 12/31/2019
     SCHO10,000$505 12/31/2019
Diligent Investors LLC10,000$505 12/31/2019
     SCHO10,000$505 12/31/2019
REDW Wealth LLC9,965$503 12/31/2019
     SCHO9,965$503 12/31/2019
Focused Wealth Management Inc9,910$500 12/31/2019
     SCHO9,910$500 12/31/2019
MML Investors Services LLC9,609$485 12/31/2019
     SCHO9,609$485 12/31/2019
IMA Wealth Inc.9,519$482 09/30/2019
     SCHO9,519$482 09/30/2019
Weatherly Asset Management L. P.9,506$480 12/31/2019
     SCHO9,506$480 12/31/2019
Equitable Holdings Inc.9,419$475 12/31/2019
     SCHO9,419$475 12/31/2019
Blueprint Investment Partners LLC9,103$460 12/31/2019
     SCHO9,103$460 12/31/2019
Segall Bryant & Hamill LLC9,000$454 12/31/2019
     SCHO9,000$454 12/31/2019
Total Wealth Planning LLC8,544$431 12/31/2019
     SCHO8,544$431 12/31/2019
Green Square Capital Advisors LLC8,459$427 12/31/2019
     SCHO8,459$427 12/31/2019
Pure Financial Advisors Inc.8,328$420 12/31/2019
     SCHO8,328$420 12/31/2019
Cedar Brook Financial Partners LLC8,324$420 12/31/2019
     SCHO8,324$420 12/31/2019
Evensky & Katz LLC8,311$419 12/31/2019
     SCHO8,311$419 12/31/2019
Summit Financial Wealth Advisors LLC8,179$415 12/31/2019
     SCHO8,179$415 12/31/2019
Global Retirement Partners LLC8,216$415 12/31/2019
     SCHO8,216$415 12/31/2019
Resources Investment Advisors LLC.8,170$412 12/31/2019
     SCHO8,170$412 12/31/2019
Rockefeller Capital Management L.P.8,042$406 12/31/2019
     SCHO8,042$406 12/31/2019
Lincoln National Corp7,968$402 12/31/2019
     SCHO7,968$402 12/31/2019
Raymond James Trust N.A.7,945$401 12/31/2019
     SCHO7,945$401 12/31/2019
Regent Peak Wealth Advisors LLC7,855$396 12/31/2019
     SCHO7,855$396 12/31/2019
Cito Capital Group LLC7,500$379 12/31/2019
     SCHO7,500$379 12/31/2019
Exchange Capital Management Inc.7,447$376 12/31/2019
     SCHO7,447$376 12/31/2019
Rowland Carmichael Advisors Inc. ADV7,334$370 12/31/2019
     SCHO7,334$370 12/31/2019
Sowell Financial Services LLC7,241$366 12/31/2019
     SCHO7,241$366 12/31/2019
PFG Advisors7,254$366 12/31/2019
     SCHO7,254$366 12/31/2019
DRW Securities LLC7,000$353 12/31/2019
     SCHO7,000$353 12/31/2019
American Investment Services Inc.6,921$349 12/31/2019
     SCHO6,921$349 12/31/2019
Rock Point Advisors LLC6,883$347 12/31/2019
     SCHO6,883$347 12/31/2019
CVA Family Office LLC6,767$342 12/31/2019
     SCHO6,767$342 12/31/2019
SimpliFi Inc.6,741$340 12/31/2019
     SCHO6,741$340 12/31/2019
Appleton Partners Inc. MA6,700$338 12/31/2019
     SCHO6,700$338 12/31/2019
Van Hulzen Asset Management LLC6,536$330 12/31/2019
     SCHO6,536$330 12/31/2019
Cetera Advisors LLC6,486$328 12/31/2019
     SCHO6,486$328 12/31/2019
Advisory Alpha LLC6,459$326 12/31/2019
     SCHO6,459$326 12/31/2019
Callahan Advisors LLC6,313$319 12/31/2019
     SCHO6,313$319 12/31/2019
Coastal Investment Advisors Inc.6,266$319 12/31/2019
     SCHO6,266$319 12/31/2019
Perennial Investment Advisors LLC6,173$312 12/31/2019
     SCHO6,173$312 12/31/2019
Smith Salley & Associates6,130$309 12/31/2019
     SCHO6,130$309 12/31/2019
C M Bidwell & Associates Ltd.5,943$300 12/31/2019
     SCHO5,943$300 12/31/2019
Marquette Asset Management LLC5,822$294 12/31/2019
     SCHO5,822$294 12/31/2019
Hurlow Wealth Management Group Inc.5,794$293 12/31/2019
     SCHO5,794$293 12/31/2019
NEXT Financial Group Inc5,727$289 12/31/2019
     SCHO5,727$289 12/31/2019
Penobscot Investment Management Company Inc.5,700$288 12/31/2019
     SCHO5,700$288 12/31/2019
Rocky Mountain Advisers LLC5,656$286 12/31/2019
     SCHO5,656$286 12/31/2019
WBH Advisory Inc.5,606$283 12/31/2019
     SCHO5,606$283 12/31/2019
Evermay Wealth Management LLC5,585$282 12/31/2019
     SCHO5,585$282 12/31/2019
Lederer & Associates Investment Counsel CA5,501$278 12/31/2019
     SCHO5,501$278 12/31/2019
AlphaStar Capital Management LLC5,301$268 12/31/2019
     SCHO5,301$268 12/31/2019
Centric Wealth Management5,243$265 12/31/2019
     SCHO5,243$265 12/31/2019
Vickerman & Driscoll Financial Advisors Inc.5,216$263 12/31/2019
     SCHO5,216$263 12/31/2019
Surevest Inc.5,187$262 12/31/2019
     SCHO5,187$262 12/31/2019
CRA Financial Services LLC5,083$257 12/31/2019
     SCHO5,083$257 12/31/2019
Jacobsen Capital Management5,060$255 12/31/2019
     SCHO5,060$255 12/31/2019
J.W. Cole Advisors Inc.5,006$253 12/31/2019
     SCHO5,006$253 12/31/2019
Sfmg LLC5,004$253 12/31/2019
     SCHO5,004$253 12/31/2019
Archford Capital Strategies LLC4,942$249 12/31/2019
     SCHO4,942$249 12/31/2019
Commerce Bank4,705$238 12/31/2019
     SCHO4,705$238 12/31/2019
Pathway Financial Advisors LLC4,700$238 12/31/2019
     SCHO4,700$238 12/31/2019
Ausdal Financial Partners Inc.4,567$232 12/31/2019
     SCHO4,567$232 12/31/2019
Centaurus Financial Inc.4,569$231 12/31/2019
     SCHO4,569$231 12/31/2019
Legacy Bridge LLC4,540$229 12/31/2019
     SCHO4,540$229 12/31/2019
Simon Quick Advisors LLC4,458$225 12/31/2019
     SCHO4,458$225 12/31/2019
Private Advisor Group LLC4,397$222 12/31/2019
     SCHO4,397$222 12/31/2019
White Lighthouse Investment Management Inc.4,365$220 12/31/2019
     SCHO4,365$220 12/31/2019
Contravisory Investment Management Inc.4,330$219 12/31/2019
     SCHO4,330$219 12/31/2019
Garde Capital Inc.4,303$217 12/31/2019
     SCHO4,303$217 12/31/2019
Western Wealth Management LLC4,277$216 12/31/2019
     SCHO4,277$216 12/31/2019
Honkamp Krueger Financial Services Inc.4,245$214 12/31/2019
     SCHO4,245$214 12/31/2019
Alaska Permanent Capital Management4,225$213 12/31/2019
     SCHO4,225$213 12/31/2019
APCM Wealth Management for Individuals4,225$213 12/31/2019
     SCHO4,225$213 12/31/2019
Valley National Advisers Inc.4,202$212 12/31/2019
     SCHO4,202$212 12/31/2019
Enterprise Financial Services Corp4,200$212 12/31/2019
     SCHO4,200$212 12/31/2019
Ridgewood Investments LLC4,192$212 12/31/2019
     SCHO4,192$212 12/31/2019
LifeSteps Financial Inc.4,191$212 12/31/2019
     SCHO4,191$212 12/31/2019
IHT Wealth Management LLC4,181$211 12/31/2019
     SCHO4,181$211 12/31/2019
Parallel Advisors LLC4,137$209 12/31/2019
     SCHO4,137$209 12/31/2019
Private Ocean LLC4,120$208 12/31/2019
     SCHO4,120$208 12/31/2019
Greenleaf Trust4,013$203 12/31/2019
     SCHO4,013$203 12/31/2019
Aull & Monroe Investment Management Corp4,010$202 12/31/2019
     SCHO4,010$202 12/31/2019
STA Wealth Management LLC4,006$202 12/31/2019
     SCHO4,006$202 12/31/2019
Eaton Vance Management3,955$200 12/31/2019
     SCHO3,955$200 12/31/2019
Quantum Capital Management3,941$199 09/30/2019
     SCHO3,941$199 09/30/2019
NWK Group Inc.3,085$156 12/31/2019
     SCHO3,085$156 12/31/2019
Quadrant Capital Group LLC3,000$145 12/31/2019
     SCHO3,000$145 12/31/2019
Northwestern Mutual Wealth Management Co.2,832$143 12/31/2019
     SCHO2,832$143 12/31/2019
Red Cedar Capital LLC2,676$135 12/31/2019
     SCHO2,676$135 12/31/2019
Carmichael Hill & Associates Inc.2,621$132 12/31/2019
     SCHO2,621$132 12/31/2019
Signaturefd LLC2,556$129 12/31/2019
     SCHO2,556$129 12/31/2019
Bellevue Asset Management LLC2,532$128 12/31/2019
     SCHO2,532$128 12/31/2019
MRA Associates USA LLC2,366$120 09/30/2019
     SCHO2,366$120 09/30/2019
Carroll Financial Associates Inc.2,344$118 12/31/2019
     SCHO2,344$118 12/31/2019
Advisory Services Network LLC2,208$111 12/31/2019
     SCHO2,208$111 12/31/2019
IFP Advisors Inc2,231$111 12/31/2019
     SCHO2,231$111 12/31/2019
Bartlett & Co. LLC2,165$110 09/30/2019
     SCHO2,165$110 09/30/2019
US Bancorp DE2,061$104 12/31/2019
     SCHO2,061$104 12/31/2019
Barrett Asset Management LLC2,050$103 12/31/2019
     SCHO2,050$103 12/31/2019
Larson Financial Group LLC2,014$102 12/31/2019
     SCHO2,014$102 12/31/2019
Wealthcare Advisory Partners LLC1,986$100 12/31/2019
     SCHO1,986$100 12/31/2019
Selective Wealth Management Inc.1,979$100 12/31/2019
     SCHO1,979$100 12/31/2019
Deutsche Bank AG1,861$93 12/31/2019
     SCHO1,861$93 12/31/2019
Trust Co. of Vermont1,788$90 12/31/2019
     SCHO1,788$90 12/31/2019
West Oak Capital LLC1,790$90 12/31/2019
     SCHO1,790$90 12/31/2019
Qube Research & Technologies Ltd1,764$89 12/31/2019
     SCHO1,764$89 12/31/2019
Horan Capital Advisors LLC.1,651$83 12/31/2019
     SCHO1,651$83 12/31/2019
Pinnacle Bank1,644$83 12/31/2019
     SCHO1,644$83 12/31/2019
Reilly Financial Advisors LLC1,444$73 12/31/2019
     SCHO1,444$73 12/31/2019
Blue Bell Private Wealth Management LLC1,149$58 12/31/2019
     SCHO1,149$58 12/31/2019
Front Row Advisors LLC1,138$57 12/31/2019
     SCHO1,138$57 12/31/2019
Patriot Financial Group Insurance Agency LLC1,008$51 12/31/2019
     SCHO1,008$51 12/31/2019
Westwood Holdings Group Inc.975$49 12/31/2019
     SCHO975$49 12/31/2019
Clarkston Capital Partners LLC957$48 12/31/2019
     SCHO957$48 12/31/2019
Parkside Financial Bank & Trust881$44 12/31/2019
     SCHO881$44 12/31/2019
AllSquare Wealth Management LLC746$38 12/31/2019
     SCHO746$38 12/31/2019
CLS Investments LLC690$35 12/31/2019
     SCHO690$35 12/31/2019
Cedar Wealth Management LLC699$35 12/31/2019
     SCHO699$35 12/31/2019
Allred Capital Management LLC692$35 12/31/2019
     SCHO692$35 12/31/2019
Taylor Hoffman Wealth Management667$34 12/31/2019
     SCHO667$34 12/31/2019
Foresight Wealth Management LLC660$33 12/31/2019
     SCHO660$33 12/31/2019
Gradient Investments LLC625$32 12/31/2019
     SCHO625$32 12/31/2019
Tower Research Capital LLC TRC 600$30 12/31/2019
     SCHO600$30 12/31/2019
EPG Wealth Management LLC585$30 12/31/2019
     SCHO585$30 12/31/2019
JPMorgan Chase & Co.579$29 12/31/2019
     SCHO579$29 12/31/2019
LifePlan Financial Group Inc565$29 12/31/2019
     SCHO565$29 12/31/2019
Financial Management Professionals Inc.492$25 12/31/2019
     SCHO492$25 12/31/2019
Jackson Hole Capital Partners LLC450$23 12/31/2019
     SCHO450$23 12/31/2019
Burt Wealth Advisors426$22 12/31/2019
     SCHO426$22 12/31/2019
Aptus Capital Advisors LLC442$22 12/31/2019
     SCHO442$22 12/31/2019
BlackRock Inc.405$21 12/31/2019
     SCHO405$21 12/31/2019
BerganKDV Wealth Management LLC413$21 12/31/2019
     SCHO413$21 12/31/2019
FMR LLC368$19 12/31/2019
     SCHO368$19 12/31/2019
First Manhattan Co.341$17 12/31/2019
     SCHO341$17 12/31/2019
CENTRAL TRUST Co316$16 12/31/2019
     SCHO316$16 12/31/2019
Clearbridge Investments LLC318$16 12/31/2019
     SCHO318$16 12/31/2019
Ameritas Investment Company LLC305$15 12/31/2019
     SCHO305$15 12/31/2019
JFS Wealth Advisors LLC300$15 12/31/2019
     SCHO300$15 12/31/2019
Jacobi Capital Management LLC270$14 12/31/2019
     SCHO270$14 12/31/2019
Private Capital Group LLC295$14 12/31/2019
     SCHO295$14 12/31/2019
Tradewinds Capital Management LLC231$12 12/31/2019
     SCHO231$12 12/31/2019
Proequities Inc.199$10 12/31/2019
     SCHO199$10 12/31/2019
Anfield Capital Management LLC207$10 12/31/2019
     SCHO207$10 12/31/2019
Moser Wealth Advisors LLC136$7 12/31/2019
     SCHO136$7 12/31/2019
Blair William & Co. IL116$6 12/31/2019
     SCHO116$6 12/31/2019
Asset Dedication LLC115$6 12/31/2019
     SCHO115$6 12/31/2019
JNBA Financial Advisors91$5 12/31/2019
     SCHO91$5 12/31/2019
Townsend Asset Management Corp NC ADV80$4 12/31/2019
     SCHO80$4 12/31/2019
Accurate Investment Solutions Inc.75$4 12/31/2019
     SCHO75$4 12/31/2019
Versant Capital Management Inc92$4 12/31/2019
     SCHO92$4 12/31/2019
Benjamin F. Edwards & Company Inc.55$3 12/31/2019
     SCHO55$3 12/31/2019
SRS Capital Advisors Inc.69$3 12/31/2019
     SCHO69$3 12/31/2019
Independence Advisors LLC22$1 12/31/2019
     SCHO22$1 12/31/2019
Steward Partners Investment Advisory LLC25$1 12/31/2019
     SCHO25$1 12/31/2019
Cedar Mountain Advisors LLC25$1 12/31/2019
     SCHO25$1 12/31/2019
Silicon Hills Wealth Management LLC9$1 12/31/2019
     SCHO9$1 12/31/2019
Atticus Wealth Management LLC23$1 12/31/2019
     SCHO23$1 12/31/2019
FinTrust Capital Advisors LLC2$0 12/31/2019
     SCHO2$0 12/31/2019
Liberty Wealth Management LLC1$0 12/31/2019
     SCHO1$0 12/31/2019

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

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