HoldingsChannel.com
Funds Holding SCHP
HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Advisory Inc.47,848,096$2,709,637 12/31/2019
     SCHP47,848,096$2,709,637 12/31/2019
Voya Investment Management LLC11,122,734$629,880 12/31/2019
     SCHP11,122,734$629,880 12/31/2019
Bank of America Corp DE9,200,224$521,008 12/31/2019
     SCHP9,200,224$521,008 12/31/2019
JPMorgan Chase & Co.7,446,168$421,675 12/31/2019
     SCHP7,446,168$421,675 12/31/2019
Richard Bernstein Advisors LLC6,284,190$356,131 12/31/2019
     SCHP6,284,190$356,131 12/31/2019
UBS Group AG4,381,432$248,120 12/31/2019
     SCHP4,381,432$248,120 12/31/2019
Ameriprise Financial Inc.3,907,316$221,314 12/31/2019
     SCHP3,907,316$221,314 12/31/2019
Envestnet Asset Management Inc.2,972,097$168,310 12/31/2019
     SCHP2,972,097$168,310 12/31/2019
US Bancorp DE2,597,970$147,123 12/31/2019
     SCHP2,597,970$147,123 12/31/2019
United Capital Financial Advisers LLC1,988,472$112,607 12/31/2019
     SCHP1,988,472$112,607 12/31/2019
NextCapital Advisers Inc.1,380,617$78,184 12/31/2019
     SCHP1,380,617$78,184 12/31/2019
Wealthcare Capital Management LLC1,331,567$75,407 12/31/2019
     SCHP1,331,567$75,407 12/31/2019
Adventist Health System Sunbelt Healthcare Corp1,235,299$69,955 12/31/2019
     SCHP1,235,299$69,955 12/31/2019
MD Financial Management Inc.1,203,395$68,148 12/31/2019
     SCHP1,203,395$68,148 12/31/2019
Madison Asset Management LLC1,143,687$64,767 12/31/2019
     SCHP1,143,687$64,767 12/31/2019
Wells Fargo & Company MN1,039,519$58,869 12/31/2019
     SCHP1,039,519$58,869 12/31/2019
Madison Investment Holdings Inc.1,031,015$58,520 09/30/2019
     SCHP1,031,015$58,520 09/30/2019
Fund Evaluation Group LLC797,919$45,186 12/31/2019
     SCHP797,919$45,186 12/31/2019
Morningstar Investment Services LLC740,590$41,939 12/31/2019
     SCHP740,590$41,939 12/31/2019
Wealth Enhancement Advisory Services LLC622,522$35,254 12/31/2019
     SCHP622,522$35,254 12/31/2019
Heritage Wealth Advisors514,587$29,141 12/31/2019
     SCHP514,587$29,141 12/31/2019
Wealthfront Advisers LLC478,659$27,106 12/31/2019
     SCHP478,659$27,106 12/31/2019
Charles Schwab Investment Management Inc.454,065$25,714 12/31/2019
     SCHP454,065$25,714 12/31/2019
Bank of New York Mellon Corp453,339$25,673 12/31/2019
     SCHP453,339$25,673 12/31/2019
Fifth Third Bancorp436,992$24,747 12/31/2019
     SCHP436,992$24,747 12/31/2019
Foster & Motley Inc.335,922$19,023 12/31/2019
     SCHP335,922$19,023 12/31/2019
Morningstar Investment Management LLC331,657$18,782 12/31/2019
     SCHP331,657$18,782 12/31/2019
Pinnacle Advisory Group Inc.310,947$17,609 12/31/2019
     SCHP310,947$17,609 12/31/2019
Lutz Financial Services LLC306,665$17,366 12/31/2019
     SCHP306,665$17,366 12/31/2019
LVW Advisors LLC304,361$17,236 12/31/2019
     SCHP304,361$17,236 12/31/2019
Gilbert & Cook Inc.299,462$16,959 12/31/2019
     SCHP299,462$16,959 12/31/2019
Alaska Permanent Capital Management266,330$15,082 12/31/2019
     SCHP266,330$15,082 12/31/2019
Marotta Asset Management253,898$14,645 12/31/2019
     SCHP253,898$14,645 12/31/2019
Truist Financial Corp253,756$14,370 12/31/2019
     SCHP253,756$14,370 12/31/2019
LPL Financial LLC252,600$14,305 12/31/2019
     SCHP252,600$14,305 12/31/2019
Burt Wealth Advisors252,385$14,293 12/31/2019
     SCHP252,385$14,293 12/31/2019
Marshall Financial Group Inc. ADV249,663$14,138 12/31/2019
     SCHP249,663$14,138 12/31/2019
JBJ Investment Partners LLC246,188$13,942 12/31/2019
     SCHP246,188$13,942 12/31/2019
Carolina Wealth Advisors LLC245,151$13,883 12/31/2019
     SCHP245,151$13,883 12/31/2019
Assetmark Inc.234,476$13,278 12/31/2019
     SCHP234,476$13,278 12/31/2019
Almanack Investment Partners LLC.233,293$13,211 12/31/2019
     SCHP233,293$13,211 12/31/2019
CLS Investments LLC223,446$12,654 12/31/2019
     SCHP223,446$12,654 12/31/2019
Raymond James & Associates221,012$12,516 12/31/2019
     SCHP221,012$12,516 12/31/2019
The Manufacturers Life Insurance Company 218,128$12,353 12/31/2019
     SCHP218,128$12,353 12/31/2019
Morgan Stanley217,285$12,305 12/31/2019
     SCHP217,285$12,305 12/31/2019
AE Wealth Management LLC210,085$11,897 12/31/2019
     SCHP210,085$11,897 12/31/2019
Resource Planning Group201,116$11,389 12/31/2019
     SCHP201,116$11,389 12/31/2019
Horan Capital Management200,459$11,352 12/31/2019
     SCHP200,459$11,352 12/31/2019
Sawtooth Solutions LLC183,561$10,395 12/31/2019
     SCHP183,561$10,395 12/31/2019
Allianz Asset Management GmbH159,749$9,047 12/31/2019
     SCHP159,749$9,047 12/31/2019
Private Advisor Group LLC155,525$8,807 12/31/2019
     SCHP155,525$8,807 12/31/2019
Bfsg LLC155,477$8,805 12/31/2019
     SCHP155,477$8,805 12/31/2019
Sensible Financial Planning & Management LLC.154,364$8,742 12/31/2019
     SCHP154,364$8,742 12/31/2019
Peak Financial Management Inc.149,518$8,467 12/31/2019
     SCHP149,518$8,467 12/31/2019
Wealthcare Advisory Partners LLC147,703$8,364 12/31/2019
     SCHP147,703$8,364 12/31/2019
Royal Bank of Canada146,651$8,304 12/31/2019
     SCHP146,651$8,304 12/31/2019
Matrix Trust Co144,018$8,156 12/31/2019
     SCHP144,018$8,156 12/31/2019
Kohmann Bosshard Financial Services LLC143,147$8,106 12/31/2019
     SCHP143,147$8,106 12/31/2019
Suntrust Banks Inc.142,281$8,076 09/30/2019
     SCHP142,281$8,076 09/30/2019
HighTower Advisors LLC140,062$7,924 12/31/2019
     SCHP140,062$7,924 12/31/2019
Cambridge Investment Research Advisors Inc.138,870$7,864 12/31/2019
     SCHP138,870$7,864 12/31/2019
PFS Investments Inc.136,742$7,744 12/31/2019
     SCHP136,742$7,744 12/31/2019
Asset Management Group Inc.136,506$7,730 12/31/2019
     SCHP136,506$7,730 12/31/2019
BlueSky Wealth Advisors LLC135,885$7,718 12/31/2019
     SCHP135,885$7,718 12/31/2019
APCM Wealth Management for Individuals133,515$7,561 12/31/2019
     SCHP133,515$7,561 12/31/2019
Knowledge Leaders Capital LLC131,789$7,463 12/31/2019
     SCHP131,789$7,463 12/31/2019
FormulaFolio Investments LLC123,405$6,988 12/31/2019
     SCHP123,405$6,988 12/31/2019
Financial Life Advisors122,256$6,924 12/31/2019
     SCHP122,256$6,924 12/31/2019
Covenant Multifamily Offices LLC149,711$6,603 12/31/2019
     SCHP149,711$6,603 12/31/2019
Lee Financial Co113,932$6,452 12/31/2019
     SCHP113,932$6,452 12/31/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC108,452$6,141 12/31/2019
     SCHP108,452$6,141 12/31/2019
SeaCrest Wealth Management LLC107,888$6,110 12/31/2019
     SCHP107,888$6,110 12/31/2019
Wealthspire Advisors L.P.106,259$6,017 12/31/2019
     SCHP106,259$6,017 12/31/2019
Charles Schwab Trust Co104,492$5,917 12/31/2019
     SCHP104,492$5,917 12/31/2019
Bank of Montreal Can103,890$5,883 12/31/2019
     SCHP103,890$5,883 12/31/2019
MML Investors Services LLC97,769$5,537 12/31/2019
     SCHP97,769$5,537 12/31/2019
Lincoln Capital Corp95,738$5,422 12/31/2019
     SCHP95,738$5,422 12/31/2019
Ifrah Financial Services Inc.90,127$5,104 12/31/2019
     SCHP90,127$5,104 12/31/2019
Ladenburg Thalmann Financial Services Inc.86,759$4,868 12/31/2019
     SCHP86,759$4,868 12/31/2019
Advisor Group Inc.79,982$4,543 12/31/2019
     SCHP79,982$4,543 12/31/2019
McMahon Financial Advisors LLC76,629$4,337 12/31/2019
     SCHP76,629$4,337 12/31/2019
JMG Financial Group Ltd.76,546$4,335 12/31/2019
     SCHP76,546$4,335 12/31/2019
Litman Gregory Asset Management LLC75,523$4,277 12/31/2019
     SCHP75,523$4,277 12/31/2019
Steward Partners Investment Advisory LLC72,169$4,086 12/31/2019
     SCHP72,169$4,086 12/31/2019
Arbor Trust Wealth Advisors LLC71,121$4,028 12/31/2019
     SCHP71,121$4,028 12/31/2019
HC Advisors LLC67,670$3,832 12/31/2019
     SCHP67,670$3,832 12/31/2019
DWM Financial Group Inc.65,480$3,708 12/31/2019
     SCHP65,480$3,708 12/31/2019
Kingfisher Capital LLC64,591$3,658 12/31/2019
     SCHP64,591$3,658 12/31/2019
Kovitz Investment Group Partners LLC62,305$3,528 12/31/2019
     SCHP62,305$3,528 12/31/2019
TrinityPoint Wealth LLC61,789$3,499 12/31/2019
     SCHP61,789$3,499 12/31/2019
Alesco Advisors LLC56,715$3,212 12/31/2019
     SCHP56,715$3,212 12/31/2019
Commonwealth Equity Services LLC54,564$3,089 12/31/2019
     SCHP54,564$3,089 12/31/2019
Joseph P. Lucia & Associates LLC52,800$2,990 12/31/2019
     SCHP52,800$2,990 12/31/2019
McAdam LLC50,656$2,869 12/31/2019
     SCHP50,656$2,869 12/31/2019
Alps Advisors Inc.50,036$2,834 12/31/2019
     SCHP50,036$2,834 12/31/2019
Cambria Investment Management L.P.48,873$2,768 12/31/2019
     SCHP48,873$2,768 12/31/2019
Mirae Asset Global Investments Co. Ltd.47,946$2,715 12/31/2019
     SCHP47,946$2,715 12/31/2019
Curbstone Financial Management Corp46,770$2,649 12/31/2019
     SCHP46,770$2,649 12/31/2019
Tatro Capital LLC45,448$2,574 12/31/2019
     SCHP45,448$2,574 12/31/2019
White Lighthouse Investment Management Inc.45,428$2,573 12/31/2019
     SCHP45,428$2,573 12/31/2019
Goldman Sachs Group Inc.44,347$2,511 12/31/2019
     SCHP44,347$2,511 12/31/2019
Foothills Asset Management Ltd.43,408$2,458 12/31/2019
     SCHP43,408$2,458 12/31/2019
Moody National Bank Trust Division42,198$2,390 12/31/2019
     SCHP42,198$2,390 12/31/2019
Blueprint Investment Partners LLC42,038$2,381 12/31/2019
     SCHP42,038$2,381 12/31/2019
SRS Capital Advisors Inc.40,439$2,290 12/31/2019
     SCHP40,439$2,290 12/31/2019
Boston Private Wealth LLC40,298$2,282 12/31/2019
     SCHP40,298$2,282 12/31/2019
Change Path LLC40,170$2,275 12/31/2019
     SCHP40,170$2,275 12/31/2019
Venturi Wealth Management LLC39,632$2,244 12/31/2019
     SCHP39,632$2,244 12/31/2019
NewDay Solutions LLC39,478$2,236 12/31/2019
     SCHP39,478$2,236 12/31/2019
Lateef Investment Management L.P.39,091$2,214 12/31/2019
     SCHP39,091$2,214 12/31/2019
FC Advisory LLC38,701$2,206 12/31/2019
     SCHP38,701$2,206 12/31/2019
Resources Investment Advisors LLC.38,942$2,205 12/31/2019
     SCHP38,942$2,205 12/31/2019
Burleson & Company LLC38,650$2,203 12/31/2019
     SCHP38,650$2,203 12/31/2019
Boston Trust Walden Corp36,665$2,076 12/31/2019
     SCHP36,665$2,076 12/31/2019
Apollon Wealth Management LLC36,263$2,065 12/31/2019
     SCHP36,263$2,065 12/31/2019
WealthStone Inc.36,194$2,050 12/31/2019
     SCHP36,194$2,050 12/31/2019
Slow Capital Inc.36,126$2,046 12/31/2019
     SCHP36,126$2,046 12/31/2019
First Hawaiian Bank35,768$2,026 12/31/2019
     SCHP35,768$2,026 12/31/2019
Roundview Capital LLC35,258$1,997 12/31/2019
     SCHP35,258$1,997 12/31/2019
361 Capital LLC35,193$1,993 12/31/2019
     SCHP35,193$1,993 12/31/2019
Tortoise Investment Management LLC33,788$1,913 12/31/2019
     SCHP33,788$1,913 12/31/2019
First National Corp MA ADV33,721$1,910 12/31/2019
     SCHP33,721$1,910 12/31/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management33,655$1,906 12/31/2019
     SCHP33,655$1,906 12/31/2019
Ironsides Asset Advisors LLC33,305$1,886 12/31/2019
     SCHP33,305$1,886 12/31/2019
Blair William & Co. IL33,119$1,876 12/31/2019
     SCHP33,119$1,876 12/31/2019
Atria Investments LLC32,665$1,850 12/31/2019
     SCHP32,665$1,850 12/31/2019
Valmark Advisers Inc.32,638$1,848 12/31/2019
     SCHP32,638$1,848 12/31/2019
Evensky & Katz LLC32,050$1,814 12/31/2019
     SCHP32,050$1,814 12/31/2019
Friedenthal Financial31,959$1,810 12/31/2019
     SCHP31,959$1,810 12/31/2019
Portfolio Solutions LLC31,888$1,806 12/31/2019
     SCHP31,888$1,806 12/31/2019
USAdvisors Wealth Management LLC31,769$1,799 12/31/2019
     SCHP31,769$1,799 12/31/2019
Strategic Financial Planning Inc.30,543$1,730 12/31/2019
     SCHP30,543$1,730 12/31/2019
Lucia Wealth Services LLC30,222$1,711 12/31/2019
     SCHP30,222$1,711 12/31/2019
Ellevest Inc.29,238$1,655 12/31/2019
     SCHP29,238$1,655 12/31/2019
Mengis Capital Management Inc.28,348$1,605 12/31/2019
     SCHP28,348$1,605 12/31/2019
ZWJ Investment Counsel Inc.28,198$1,597 12/31/2019
     SCHP28,198$1,597 12/31/2019
BlackRock Inc.28,164$1,595 12/31/2019
     SCHP28,164$1,595 12/31/2019
Cetera Advisors LLC27,777$1,573 12/31/2019
     SCHP27,777$1,573 12/31/2019
Baldrige Asset Management LLC27,245$1,543 12/31/2019
     SCHP27,245$1,543 12/31/2019
Deutsche Bank AG26,300$1,489 12/31/2019
     SCHP26,300$1,489 12/31/2019
Stokes Capital Advisors LLC25,108$1,422 12/31/2019
     SCHP25,108$1,422 12/31/2019
Aviance Capital Partners LLC24,992$1,415 12/31/2019
     SCHP24,992$1,415 12/31/2019
Associated Banc Corp24,709$1,399 12/31/2019
     SCHP24,709$1,399 12/31/2019
Patriot Investment Management Inc.24,584$1,392 12/31/2019
     SCHP24,584$1,392 12/31/2019
Thompson Siegel & Walmsley LLC22,775$1,290 12/31/2019
     SCHP22,775$1,290 12/31/2019
GenTrust LLC22,438$1,271 12/31/2019
     SCHP22,438$1,271 12/31/2019
D.A. Davidson & CO.22,229$1,259 12/31/2019
     SCHP22,229$1,259 12/31/2019
AdvisorNet Financial Inc21,856$1,238 12/31/2019
     SCHP21,856$1,238 12/31/2019
Elmwood Wealth Management Inc.21,483$1,217 12/31/2019
     SCHP21,483$1,217 12/31/2019
Moser Wealth Advisors LLC21,470$1,216 12/31/2019
     SCHP21,470$1,216 12/31/2019
Fairview Capital Investment Management LLC20,867$1,181 12/31/2019
     SCHP20,867$1,181 12/31/2019
Creative Planning20,574$1,165 12/31/2019
     SCHP20,574$1,165 12/31/2019
Weik Capital Management20,475$1,159 12/31/2019
     SCHP20,475$1,159 12/31/2019
Pure Financial Advisors Inc.20,217$1,145 12/31/2019
     SCHP20,217$1,145 12/31/2019
Fagan Associates Inc.19,584$1,109 12/31/2019
     SCHP19,584$1,109 12/31/2019
Mutual Advisors LLC19,502$1,104 12/31/2019
     SCHP19,502$1,104 12/31/2019
FMR LLC19,141$1,084 12/31/2019
     SCHP19,141$1,084 12/31/2019
Capital Wealth Management LLC18,750$1,062 12/31/2019
     SCHP18,750$1,062 12/31/2019
Captrust Financial Advisors18,288$1,040 12/31/2019
     SCHP18,288$1,040 12/31/2019
Parcion Private Wealth LLC18,334$1,038 12/31/2019
     SCHP18,334$1,038 12/31/2019
Advisory Services Network LLC18,024$1,021 12/31/2019
     SCHP18,024$1,021 12/31/2019
Raymond James Financial Services Advisors Inc.17,868$1,012 12/31/2019
     SCHP17,868$1,012 12/31/2019
Rocky Mountain Advisers LLC17,785$1,007 12/31/2019
     SCHP17,785$1,007 12/31/2019
Janney Montgomery Scott LLC17,670$1,001 12/31/2019
     SCHP17,670$1,001 12/31/2019
Comerica Bank17,324$997 12/31/2019
     SCHP17,324$997 12/31/2019
Savant Capital LLC17,536$993 12/31/2019
     SCHP17,536$993 12/31/2019
Modus Advisors LLC17,417$986 12/31/2019
     SCHP17,417$986 12/31/2019
Cambridge Advisors Inc.16,769$950 12/31/2019
     SCHP16,769$950 12/31/2019
Ausdal Financial Partners Inc.16,363$941 12/31/2019
     SCHP16,363$941 12/31/2019
Advisory Alpha LLC16,463$932 12/31/2019
     SCHP16,463$932 12/31/2019
Natixis15,491$878 12/31/2019
     SCHP15,491$878 12/31/2019
Benjamin F. Edwards & Company Inc.15,409$873 12/31/2019
     SCHP15,409$873 12/31/2019
Successful Portfolios LLC15,308$867 12/31/2019
     SCHP15,308$867 12/31/2019
First Allied Advisory Services Inc.15,181$862 12/31/2019
     SCHP15,181$862 12/31/2019
Valentine Ventures LLC15,176$861 09/30/2019
     SCHP15,176$861 09/30/2019
Mid Atlantic Financial Management Inc. ADV14,924$845 12/31/2019
     SCHP14,924$845 12/31/2019
Concentric Wealth Management LLC14,650$830 12/31/2019
     SCHP14,650$830 12/31/2019
WealthPLAN Partners LLC14,210$817 12/31/2019
     SCHP14,210$817 12/31/2019
Global Wealth Management Investment Advisory Inc.14,239$806 12/31/2019
     SCHP14,239$806 12/31/2019
Kingsview Wealth Management LLC14,196$804 12/31/2019
     SCHP14,196$804 12/31/2019
SigFig Wealth Management LLC13,952$790 12/31/2019
     SCHP13,952$790 12/31/2019
We Are One Seven LLC13,844$783 12/31/2019
     SCHP13,844$783 12/31/2019
Castle Rock Wealth Management LLC13,471$775 12/31/2019
     SCHP13,471$775 12/31/2019
Exencial Wealth Advisors LLC13,399$759 12/31/2019
     SCHP13,399$759 12/31/2019
Zhang Financial LLC13,104$744 12/31/2019
     SCHP13,104$744 12/31/2019
Clifford Swan Investment Counsel LLC13,020$737 12/31/2019
     SCHP13,020$737 12/31/2019
Buckingham Asset Management LLC12,977$735 12/31/2019
     SCHP12,977$735 12/31/2019
BBVA USA Bancshares Inc.12,636$716 12/31/2019
     SCHP12,636$716 12/31/2019
Dynamic Advisor Solutions LLC12,503$708 12/31/2019
     SCHP12,503$708 12/31/2019
Knightsbridge Asset Management LLC12,357$700 12/31/2019
     SCHP12,357$700 12/31/2019
Global Financial Private Capital Inc12,126$687 12/31/2019
     SCHP12,126$687 12/31/2019
C M Bidwell & Associates Ltd.12,044$682 12/31/2019
     SCHP12,044$682 12/31/2019
Advantage Investment Management LLC11,807$670 09/30/2019
     SCHP11,807$670 09/30/2019
Invesco Ltd.11,807$669 12/31/2019
     SCHP11,807$669 12/31/2019
Vista Capital Partners Inc.11,499$651 12/31/2019
     SCHP11,499$651 12/31/2019
D.B. Root & Company LLC11,374$644 12/31/2019
     SCHP11,374$644 12/31/2019
Firestone Capital Management11,340$642 12/31/2019
     SCHP11,340$642 12/31/2019
Cabot Wealth Management Inc.11,159$632 12/31/2019
     SCHP11,159$632 12/31/2019
Aprio Wealth Management LLC11,065$627 12/31/2019
     SCHP11,065$627 12/31/2019
Hardy Reed LLC10,783$611 12/31/2019
     SCHP10,783$611 12/31/2019
Two Sigma Securities LLC10,768$610 12/31/2019
     SCHP10,768$610 12/31/2019
SWS Partners10,625$600 09/30/2019
     SCHP10,625$600 09/30/2019
Bangor Savings Bank10,572$599 12/31/2019
     SCHP10,572$599 12/31/2019
Reitz Capital Advisors LLC10,501$595 12/31/2019
     SCHP10,501$595 12/31/2019
Fortis Capital Management LLC10,326$585 12/31/2019
     SCHP10,326$585 12/31/2019
GeoWealth Management LLC10,067$570 12/31/2019
     SCHP10,067$570 12/31/2019
Bigelow Investment Advisors LLC9,990$566 12/31/2019
     SCHP9,990$566 12/31/2019
Capital Investment Advisors LLC9,814$556 12/31/2019
     SCHP9,814$556 12/31/2019
Gradient Capital Advisors LLC9,753$552 12/31/2019
     SCHP9,753$552 12/31/2019
Coastal Investment Advisors Inc.9,411$530 12/31/2019
     SCHP9,411$530 12/31/2019
Hurlow Wealth Management Group Inc.9,181$524 12/31/2019
     SCHP9,181$524 12/31/2019
Stifel Financial Corp9,186$523 12/31/2019
     SCHP9,186$523 12/31/2019
Stephens Inc. AR9,050$513 12/31/2019
     SCHP9,050$513 12/31/2019
Gamble Jones Investment Counsel9,000$510 12/31/2019
     SCHP9,000$510 12/31/2019
Huber Financial Advisors LLC8,974$508 12/31/2019
     SCHP8,974$508 12/31/2019
Brighton Jones LLC8,788$498 12/31/2019
     SCHP8,788$498 12/31/2019
National Asset Management Inc.8,567$486 12/31/2019
     SCHP8,567$486 12/31/2019
Koshinski Asset Management Inc.8,448$479 12/31/2019
     SCHP8,448$479 12/31/2019
Signet Investment Advisory Group Inc.8,435$477 12/31/2019
     SCHP8,435$477 12/31/2019
ProVise Management Group LLC8,200$464 12/31/2019
     SCHP8,200$464 12/31/2019
Hudock Capital Group LLC7,995$454 12/31/2019
     SCHP7,995$454 12/31/2019
Landmark Financial Advisors LLC7,758$443 12/31/2019
     SCHP7,758$443 12/31/2019
Glacier Peak Capital LLC7,694$437 09/30/2019
     SCHP7,694$437 09/30/2019
Arlington Financial Advisors LLC7,679$435 12/31/2019
     SCHP7,679$435 12/31/2019
Integre Asset Management LLC7,670$434 12/31/2019
     SCHP7,670$434 12/31/2019
J.W. Cole Advisors Inc.7,660$434 12/31/2019
     SCHP7,660$434 12/31/2019
First Heartland Consultants Inc.7,515$426 12/31/2019
     SCHP7,515$426 12/31/2019
Perigon Wealth Management LLC7,404$422 12/31/2019
     SCHP7,404$422 12/31/2019
Watch Point Trust Co7,429$421 12/31/2019
     SCHP7,429$421 12/31/2019
WT Wealth Management7,445$421 12/31/2019
     SCHP7,445$421 12/31/2019
Callahan Advisors LLC7,384$418 12/31/2019
     SCHP7,384$418 12/31/2019
Sigma Planning Corp7,166$406 12/31/2019
     SCHP7,166$406 12/31/2019
Formidable Asset Management LLC7,099$405 12/31/2019
     SCHP7,099$405 12/31/2019
PNC Financial Services Group Inc.6,864$389 12/31/2019
     SCHP6,864$389 12/31/2019
SignalPoint Asset Management LLC6,727$381 12/31/2019
     SCHP6,727$381 12/31/2019
Altfest L J & Co. Inc.6,331$359 12/31/2019
     SCHP6,331$359 12/31/2019
Kovack Advisors Inc.6,325$358 12/31/2019
     SCHP6,325$358 12/31/2019
Relative Value Partners Group LLC6,231$353 12/31/2019
     SCHP6,231$353 12/31/2019
Cetera Advisor Networks LLC6,172$350 12/31/2019
     SCHP6,172$350 12/31/2019
Evergreen Capital Management LLC6,100$345 12/31/2019
     SCHP6,100$345 12/31/2019
Aurum Wealth Management Group LLC6,096$345 12/31/2019
     SCHP6,096$345 12/31/2019
Strategic Financial Services Inc 6,073$344 12/31/2019
     SCHP6,073$344 12/31/2019
CRA Financial Services LLC6,002$340 12/31/2019
     SCHP6,002$340 12/31/2019
Taylor Cottrill Erickson & Associates Inc.5,991$339 12/31/2019
     SCHP5,991$339 12/31/2019
CWM LLC5,875$333 12/31/2019
     SCHP5,875$333 12/31/2019
3D Asset Management Inc.5,855$332 12/31/2019
     SCHP5,855$332 12/31/2019
Rock Point Advisors LLC5,781$327 12/31/2019
     SCHP5,781$327 12/31/2019
1492 Capital Management LLC5,578$316 12/31/2019
     SCHP5,578$316 12/31/2019
Allen Capital Group LLC5,366$304 12/31/2019
     SCHP5,366$304 12/31/2019
Soltis Investment Advisors LLC5,371$304 12/31/2019
     SCHP5,371$304 12/31/2019
Walter & Keenan Financial Consulting Co. MI ADV5,309$301 12/31/2019
     SCHP5,309$301 12/31/2019
Avantax Advisory Services Inc.5,042$287 12/31/2019
     SCHP5,042$287 12/31/2019
Vigilant Capital Management LLC5,041$285 12/31/2019
     SCHP5,041$285 12/31/2019
Financial Advocates Investment Management4,898$277 12/31/2019
     SCHP4,898$277 12/31/2019
Green Square Capital Advisors LLC4,799$272 12/31/2019
     SCHP4,799$272 12/31/2019
Advisors Asset Management Inc.4,793$271 12/31/2019
     SCHP4,793$271 12/31/2019
Larson Financial Group LLC4,679$265 12/31/2019
     SCHP4,679$265 12/31/2019
Garde Capital Inc.4,652$263 12/31/2019
     SCHP4,652$263 12/31/2019
Jackson Hole Capital Partners LLC4,594$260 12/31/2019
     SCHP4,594$260 12/31/2019
Old Port Advisors4,520$258 12/31/2019
     SCHP4,520$258 12/31/2019
Virtu Financial LLC4,486$254 12/31/2019
     SCHP4,486$254 12/31/2019
Integrated Advisors Network LLC4,458$252 12/31/2019
     SCHP4,458$252 12/31/2019
First Merchants Corp4,250$241 12/31/2019
     SCHP4,250$241 12/31/2019
Vista Private Wealth Partners. LLC4,198$239 12/31/2019
     SCHP4,198$239 12/31/2019
Nwam LLC4,134$234 12/31/2019
     SCHP4,134$234 12/31/2019
One Capital Management LLC4,095$232 12/31/2019
     SCHP4,095$232 12/31/2019
Newman Dignan & Sheerar Inc.4,036$229 12/31/2019
     SCHP4,036$229 12/31/2019
NEXT Financial Group Inc4,021$228 12/31/2019
     SCHP4,021$228 12/31/2019
Capital Advisory Group Advisory Services LLC3,951$223 12/31/2019
     SCHP3,951$223 12/31/2019
DiMeo Schneider & Associates L.L.C.3,919$222 12/31/2019
     SCHP3,919$222 12/31/2019
Synovus Financial Corp3,845$217 12/31/2019
     SCHP3,845$217 12/31/2019
IFG Advisory LLC3,683$208 12/31/2019
     SCHP3,683$208 12/31/2019
Spectrum Management Group Inc.3,637$206 12/31/2019
     SCHP3,637$206 12/31/2019
S&T Bank PA3,584$203 12/31/2019
     SCHP3,584$203 12/31/2019
FLC Capital Advisors3,577$203 12/31/2019
     SCHP3,577$203 12/31/2019
Carmichael Hill & Associates Inc.3,559$202 12/31/2019
     SCHP3,559$202 12/31/2019
Global Retirement Partners LLC3,133$177 12/31/2019
     SCHP3,133$177 12/31/2019
Financial Gravity Wealth Inc.2,927$166 09/30/2019
     SCHP2,927$166 09/30/2019
Parkside Financial Bank & Trust2,780$157 12/31/2019
     SCHP2,780$157 12/31/2019
IMA Wealth Inc.2,741$155 12/31/2019
     SCHP2,741$155 12/31/2019
Rockefeller Capital Management L.P.2,420$137 12/31/2019
     SCHP2,420$137 12/31/2019
Financial Architects Inc2,373$134 12/31/2019
     SCHP2,373$134 12/31/2019
Cedar Wealth Management LLC2,262$128 12/31/2019
     SCHP2,262$128 12/31/2019
Citigroup Inc.2,169$123 12/31/2019
     SCHP2,169$123 12/31/2019
Northwestern Mutual Wealth Management Co.2,106$119 12/31/2019
     SCHP2,106$119 12/31/2019
Private Ocean LLC2,096$119 12/31/2019
     SCHP2,096$119 12/31/2019
Guidant Wealth Advisors1,989$113 09/30/2019
     SCHP1,989$113 09/30/2019
Parallel Advisors LLC1,799$102 12/31/2019
     SCHP1,799$102 12/31/2019
Islay Capital Management LLC1,805$102 12/31/2019
     SCHP1,805$102 12/31/2019
Marquette Asset Management LLC1,642$93 12/31/2019
     SCHP1,642$93 12/31/2019
Sowell Financial Services LLC1,623$92 12/31/2019
     SCHP1,623$92 12/31/2019
Front Row Advisors LLC1,566$89 12/31/2019
     SCHP1,566$89 12/31/2019
Truewealth LLC1,501$85 12/31/2019
     SCHP1,501$85 12/31/2019
Creative Financial Designs Inc. ADV1,403$80 12/31/2019
     SCHP1,403$80 12/31/2019
Proequities Inc.1,187$67 12/31/2019
     SCHP1,187$67 12/31/2019
Lakeview Capital Partners LLC1,178$67 12/31/2019
     SCHP1,178$67 12/31/2019
Roffman Miller Associates Inc. PA1,150$65 12/31/2019
     SCHP1,150$65 12/31/2019
Selective Wealth Management Inc.1,156$65 12/31/2019
     SCHP1,156$65 12/31/2019
Independence Advisors LLC1,079$61 12/31/2019
     SCHP1,079$61 12/31/2019
Orion Portfolio Solutions LLC1,031$58 12/31/2019
     SCHP1,031$58 12/31/2019
Lloyd Advisory Services LLC.962$55 12/31/2019
     SCHP962$55 12/31/2019
Blue Bell Private Wealth Management LLC959$54 12/31/2019
     SCHP959$54 12/31/2019
Ameritas Investment Company LLC912$52 12/31/2019
     SCHP912$52 12/31/2019
Sandy Spring Bank912$52 12/31/2019
     SCHP912$52 12/31/2019
MCF Advisors LLC893$51 12/31/2019
     SCHP893$51 12/31/2019
Procyon Private Wealth Partners LLC857$49 12/31/2019
     SCHP857$49 12/31/2019
IFP Advisors Inc865$48 12/31/2019
     SCHP865$48 12/31/2019
Institutional & Family Asset Management LLC840$48 12/31/2019
     SCHP840$48 12/31/2019
Patriot Financial Group Insurance Agency LLC844$48 12/31/2019
     SCHP844$48 12/31/2019
Lenox Wealth Management Inc.793$45 12/31/2019
     SCHP793$45 12/31/2019
Gradient Investments LLC798$45 12/31/2019
     SCHP798$45 12/31/2019
Toth Financial Advisory Corp748$42 12/31/2019
     SCHP748$42 12/31/2019
Bedel Financial Consulting Inc.725$41 12/31/2019
     SCHP725$41 12/31/2019
Clarkston Capital Partners LLC711$40 12/31/2019
     SCHP711$40 12/31/2019
CENTRAL TRUST Co633$36 12/31/2019
     SCHP633$36 12/31/2019
Evolution Wealth Advisors LLC635$36 12/31/2019
     SCHP635$36 12/31/2019
Reilly Financial Advisors LLC622$35 12/31/2019
     SCHP622$35 12/31/2019
Bellevue Asset Management LLC577$33 12/31/2019
     SCHP577$33 12/31/2019
Harbor Investment Advisory LLC546$31 12/31/2019
     SCHP546$31 12/31/2019
Signaturefd LLC427$24 12/31/2019
     SCHP427$24 12/31/2019
Security National Trust Co.413$23 12/31/2019
     SCHP413$23 12/31/2019
Clearbridge Investments LLC370$21 12/31/2019
     SCHP370$21 12/31/2019
HM Payson & Co.350$20 12/31/2019
     SCHP350$20 12/31/2019
Clear Investment Research LLC346$20 12/31/2019
     SCHP346$20 12/31/2019
TCI Wealth Advisors Inc.340$19 12/31/2019
     SCHP340$19 12/31/2019
Valeo Financial Advisors LLC7,239$19 12/31/2019
     SCHP7,239$19 12/31/2019
LifePlan Financial Group Inc274$16 12/31/2019
     SCHP274$16 12/31/2019
BerganKDV Wealth Management LLC262$15 12/31/2019
     SCHP262$15 12/31/2019
Pflug Koory LLC252$14 12/31/2019
     SCHP252$14 12/31/2019
Capital Directions Investment Advisors LLC200$11 12/31/2019
     SCHP200$11 12/31/2019
Allworth Financial LP194$11 12/31/2019
     SCHP194$11 12/31/2019
Savior LLC199$11 12/31/2019
     SCHP199$11 12/31/2019
Great Diamond Partners LLC200$11 12/31/2019
     SCHP200$11 12/31/2019
Carroll Financial Associates Inc.193$10 12/31/2019
     SCHP193$10 12/31/2019
Meeder Asset Management Inc.135$8 12/31/2019
     SCHP135$8 12/31/2019
Flagship Harbor Advisors LLC141$8 12/31/2019
     SCHP141$8 12/31/2019
Pacitti Group Inc.133$8 12/31/2019
     SCHP133$8 12/31/2019
Capital Investment Advisory Services LLC125$7 12/31/2019
     SCHP125$7 12/31/2019
Tower Research Capital LLC TRC 100$6 12/31/2019
     SCHP100$6 12/31/2019
Horrell Capital Management Inc.82$5 12/31/2019
     SCHP82$5 12/31/2019
Aptus Capital Advisors LLC90$5 12/31/2019
     SCHP90$5 12/31/2019
Massmutual Trust Co. FSB ADV82$5 09/30/2019
     SCHP82$5 09/30/2019
Capital Asset Advisory Services LLC74$4 12/31/2019
     SCHP74$4 12/31/2019
Aspire Private Capital LLC74$4 12/31/2019
     SCHP74$4 12/31/2019
Weaver Consulting Group75$4 12/31/2019
     SCHP75$4 12/31/2019
Moisand Fitzgerald Tamayo LLC50$3 12/31/2019
     SCHP50$3 12/31/2019
Tsfg LLC56$3 12/31/2019
     SCHP56$3 12/31/2019
Asset Dedication LLC43$2 12/31/2019
     SCHP43$2 12/31/2019
Financial Management Professionals Inc.37$2 12/31/2019
     SCHP37$2 12/31/2019
AlphaCore Capital LLC29$2 12/31/2019
     SCHP29$2 12/31/2019
Global Trust Asset Management LLC39$2 12/31/2019
     SCHP39$2 12/31/2019
Certified Advisory Corp43$2 12/31/2019
     SCHP43$2 12/31/2019
EPG Wealth Management LLC29$2 12/31/2019
     SCHP29$2 12/31/2019
Townsend Asset Management Corp NC ADV9$1 12/31/2019
     SCHP9$1 12/31/2019
Transamerica Financial Advisors Inc.16$1 12/31/2019
     SCHP16$1 12/31/2019
Horan Capital Advisors LLC.10$1 12/31/2019
     SCHP10$1 12/31/2019
Vectors Research Management LLC18$1 12/31/2019
     SCHP18$1 12/31/2019
Atticus Wealth Management LLC15$1 12/31/2019
     SCHP15$1 12/31/2019
HBC Financial Services PLLC23$1 12/31/2019
     SCHP23$1 12/31/2019
Column Capital Advisors LLC6$0 12/31/2019
     SCHP6$0 12/31/2019
Lenox Wealth Advisors LLC7$0 12/31/2019
     SCHP7$0 12/31/2019
Riggs Asset Managment Co. Inc.6$0 12/31/2019
     SCHP6$0 12/31/2019
Trustcore Financial Services LLC2$0 12/31/2019
     SCHP2$0 12/31/2019
Sound Income Strategies LLC2$0 12/31/2019
     SCHP2$0 12/31/2019
Silicon Hills Wealth Management LLC1$0 12/31/2019
     SCHP1$0 12/31/2019

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

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