HoldingsChannel.com
Funds Holding SCHP
HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Advisory Inc.43,775,117$2,517,507 03/31/2020
     SCHP43,775,117$2,517,507 03/31/2020
Bank of America Corp DE10,106,271$581,212 03/31/2020
     SCHP10,106,271$581,212 03/31/2020
Voya Investment Management LLC9,465,821$544,379 03/31/2020
     SCHP9,465,821$544,379 03/31/2020
Richard Bernstein Advisors LLC7,117,065$409,302 03/31/2020
     SCHP7,117,065$409,302 03/31/2020
UBS Group AG5,237,432$314,351 06/30/2020
     SCHP5,237,432$314,351 06/30/2020
JPMorgan Chase & Co.4,666,088$268,347 03/31/2020
     SCHP4,666,088$268,347 03/31/2020
Ameriprise Financial Inc.3,779,500$217,620 03/31/2020
     SCHP3,779,500$217,620 03/31/2020
US Bancorp DE2,381,719$142,950 06/30/2020
     SCHP2,381,719$142,950 06/30/2020
Adventist Health System Sunbelt Healthcare Corp1,618,827$93,099 03/31/2020
     SCHP1,618,827$93,099 03/31/2020
MD Financial Management Inc.1,546,442$92,817 06/30/2020
     SCHP1,546,442$92,817 06/30/2020
FMR LLC1,341,755$77,164 03/31/2020
     SCHP1,341,755$77,164 03/31/2020
NextCapital Advisers Inc.1,198,965$72,081 06/30/2020
     SCHP1,198,965$72,081 06/30/2020
Morningstar Investment Services LLC1,046,509$62,916 06/30/2020
     SCHP1,046,509$62,916 06/30/2020
Wells Fargo & Company MN1,065,401$61,272 03/31/2020
     SCHP1,065,401$61,272 03/31/2020
Madison Asset Management LLC897,241$51,600 03/31/2020
     SCHP897,241$51,600 03/31/2020
Envestnet Asset Management Inc.829,726$49,800 06/30/2020
     SCHP829,726$49,800 06/30/2020
Fund Evaluation Group LLC797,919$45,888 03/31/2020
     SCHP797,919$45,888 03/31/2020
Charles Schwab Investment Management Inc.756,102$43,485 03/31/2020
     SCHP756,102$43,485 03/31/2020
Wealth Enhancement Advisory Services LLC606,696$36,123 03/31/2020
     SCHP606,696$36,123 03/31/2020
Royal Bank of Canada608,182$34,977 03/31/2020
     SCHP608,182$34,977 03/31/2020
Lutz Financial Services LLC469,388$28,173 06/30/2020
     SCHP469,388$28,173 06/30/2020
Morgan Stanley478,835$27,537 03/31/2020
     SCHP478,835$27,537 03/31/2020
BlueSky Wealth Advisors LLC455,820$27,358 06/30/2020
     SCHP455,820$27,358 06/30/2020
Morningstar Investment Management LLC444,196$26,661 06/30/2020
     SCHP444,196$26,661 06/30/2020
Bank of New York Mellon Corp437,292$25,149 03/31/2020
     SCHP437,292$25,149 03/31/2020
Focused Wealth Management Inc416,984$25,027 06/30/2020
     SCHP416,984$25,027 06/30/2020
Brandywine Oak Private Wealth LLC415,368$24,941 06/30/2020
     SCHP415,368$24,941 06/30/2020
Fifth Third Bancorp405,332$24,328 06/30/2020
     SCHP405,332$24,328 06/30/2020
LVW Advisors LLC407,860$23,456 03/31/2020
     SCHP407,860$23,456 03/31/2020
Charles Schwab Trust Co360,080$21,611 06/30/2020
     SCHP360,080$21,611 06/30/2020
Wealthfront Advisers LLC350,894$20,180 03/31/2020
     SCHP350,894$20,180 03/31/2020
Wooster Corthell Wealth Management Inc.331,289$19,884 06/30/2020
     SCHP331,289$19,884 06/30/2020
Foster & Motley Inc.330,672$19,847 06/30/2020
     SCHP330,672$19,847 06/30/2020
Wealthcare Capital Management LLC328,588$19,722 06/30/2020
     SCHP328,588$19,722 06/30/2020
Gilbert & Cook Inc.324,242$19,461 06/30/2020
     SCHP324,242$19,461 06/30/2020
QCI Asset Management Inc. NY320,644$19,245 06/30/2020
     SCHP320,644$19,245 06/30/2020
AE Wealth Management LLC320,604$19,243 06/30/2020
     SCHP320,604$19,243 06/30/2020
Pinnacle Advisory Group Inc.308,303$17,730 03/31/2020
     SCHP308,303$17,730 03/31/2020
Sawtooth Solutions LLC293,574$17,620 06/30/2020
     SCHP293,574$17,620 06/30/2020
Alesco Advisors LLC291,391$16,758 03/31/2020
     SCHP291,391$16,758 03/31/2020
LPL Financial LLC291,223$16,748 03/31/2020
     SCHP291,223$16,748 03/31/2020
Burt Wealth Advisors254,942$15,302 06/30/2020
     SCHP254,942$15,302 06/30/2020
FormulaFolio Investments LLC261,921$15,063 03/31/2020
     SCHP261,921$15,063 03/31/2020
Marshall Financial Group Inc. ADV243,861$14,637 06/30/2020
     SCHP243,861$14,637 06/30/2020
Matrix Trust Co241,473$14,493 06/30/2020
     SCHP241,473$14,493 06/30/2020
Alaska Permanent Capital Management248,395$14,285 03/31/2020
     SCHP248,395$14,285 03/31/2020
Assetmark Inc.234,704$13,498 03/31/2020
     SCHP234,704$13,498 03/31/2020
Marotta Asset Management217,384$13,047 06/30/2020
     SCHP217,384$13,047 06/30/2020
SVB Wealth Advisory Inc.214,879$12,997 06/30/2020
     SCHP214,879$12,997 06/30/2020
JBJ Investment Partners LLC215,186$12,915 06/30/2020
     SCHP215,186$12,915 06/30/2020
Badgley Phelps & Bell Inc.210,505$12,635 06/30/2020
     SCHP210,505$12,635 06/30/2020
CLS Investments LLC217,376$12,501 03/31/2020
     SCHP217,376$12,501 03/31/2020
Cambridge Investment Research Advisors Inc.207,874$12,477 06/30/2020
     SCHP207,874$12,477 06/30/2020
The Manufacturers Life Insurance Company 197,731$11,371 03/31/2020
     SCHP197,731$11,371 03/31/2020
United Capital Financial Advisers LLC180,612$10,387 03/31/2020
     SCHP180,612$10,387 03/31/2020
Horan Capital Management159,012$9,544 06/30/2020
     SCHP159,012$9,544 06/30/2020
Redhawk Wealth Advisors Inc.154,942$9,300 06/30/2020
     SCHP154,942$9,300 06/30/2020
Carolina Wealth Advisors LLC153,964$9,241 06/30/2020
     SCHP153,964$9,241 06/30/2020
Bfsg LLC151,819$9,112 06/30/2020
     SCHP151,819$9,112 06/30/2020
Sensible Financial Planning & Management LLC.158,232$9,100 03/31/2020
     SCHP158,232$9,100 03/31/2020
Blair William & Co. IL158,214$9,099 03/31/2020
     SCHP158,214$9,099 03/31/2020
CENTRAL TRUST Co150,169$9,013 06/30/2020
     SCHP150,169$9,013 06/30/2020
Peak Financial Management Inc.141,015$8,464 06/30/2020
     SCHP141,015$8,464 06/30/2020
Lincoln Capital Corp140,367$8,425 06/30/2020
     SCHP140,367$8,425 06/30/2020
Advisor Group Holdings Inc.1,199,819$8,106 03/31/2020
     SCHP1,199,819$8,106 03/31/2020
Resource Planning Group140,470$8,078 03/31/2020
     SCHP140,470$8,078 03/31/2020
Private Advisor Group LLC139,573$8,027 03/31/2020
     SCHP139,573$8,027 03/31/2020
Cambria Investment Management L.P.139,067$7,998 03/31/2020
     SCHP139,067$7,998 03/31/2020
Asset Management Group Inc.132,740$7,634 03/31/2020
     SCHP132,740$7,634 03/31/2020
Kohmann Bosshard Financial Services LLC132,373$7,613 03/31/2020
     SCHP132,373$7,613 03/31/2020
Pure Financial Advisors Inc.125,680$7,543 06/30/2020
     SCHP125,680$7,543 06/30/2020
Knowledge Leaders Capital LLC130,611$7,511 03/31/2020
     SCHP130,611$7,511 03/31/2020
HighTower Advisors LLC130,076$7,458 03/31/2020
     SCHP130,076$7,458 03/31/2020
Financial Life Advisors119,280$7,159 06/30/2020
     SCHP119,280$7,159 06/30/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC116,935$7,018 06/30/2020
     SCHP116,935$7,018 06/30/2020
PFS Investments Inc.118,667$6,825 03/31/2020
     SCHP118,667$6,825 03/31/2020
Truist Financial Corp118,246$6,800 03/31/2020
     SCHP118,246$6,800 03/31/2020
Corrado Advisors LLC112,823$6,771 06/30/2020
     SCHP112,823$6,771 06/30/2020
Bank of Montreal Can113,127$6,616 03/31/2020
     SCHP113,127$6,616 03/31/2020
Raymond James Financial Services Advisors Inc.109,235$6,556 06/30/2020
     SCHP109,235$6,556 06/30/2020
Sontag Advisory LLC106,743$6,139 03/31/2020
     SCHP106,743$6,139 03/31/2020
Wealthspire Advisors L.P.106,157$6,105 03/31/2020
     SCHP106,157$6,105 03/31/2020
MML Investors Services LLC104,561$6,013 03/31/2020
     SCHP104,561$6,013 03/31/2020
Harwood Advisory Group LLC94,537$5,674 06/30/2020
     SCHP94,537$5,674 06/30/2020
Ifrah Financial Services Inc.93,368$5,370 03/31/2020
     SCHP93,368$5,370 03/31/2020
McMahon Financial Advisors LLC93,474$5,364 03/31/2020
     SCHP93,474$5,364 03/31/2020
SeaCrest Wealth Management LLC89,149$5,351 06/30/2020
     SCHP89,149$5,351 06/30/2020
JMG Financial Group Ltd.79,916$4,797 06/30/2020
     SCHP79,916$4,797 06/30/2020
Lee Financial Co82,032$4,718 03/31/2020
     SCHP82,032$4,718 03/31/2020
Flow Traders U.S. LLC79,698$4,583 03/31/2020
     SCHP79,698$4,583 03/31/2020
Altium Wealth Management LLC76,008$4,562 06/30/2020
     SCHP76,008$4,562 06/30/2020
Arbor Trust Wealth Advisors LLC72,738$4,366 06/30/2020
     SCHP72,738$4,366 06/30/2020
Kovitz Investment Group Partners LLC71,205$4,095 03/31/2020
     SCHP71,205$4,095 03/31/2020
Janney Montgomery Scott LLC66,299$3,979 06/30/2020
     SCHP66,299$3,979 06/30/2020
Iron Financial LLC64,803$3,889 06/30/2020
     SCHP64,803$3,889 06/30/2020
Litman Gregory Asset Management LLC62,990$3,781 06/30/2020
     SCHP62,990$3,781 06/30/2020
Curbstone Financial Management Corp62,770$3,767 06/30/2020
     SCHP62,770$3,767 06/30/2020
Alps Advisors Inc.61,021$3,662 06/30/2020
     SCHP61,021$3,662 06/30/2020
TrinityPoint Wealth LLC63,394$3,646 03/31/2020
     SCHP63,394$3,646 03/31/2020
Steward Partners Investment Advisory LLC60,655$3,640 06/30/2020
     SCHP60,655$3,640 06/30/2020
Kingfisher Capital LLC62,885$3,616 03/31/2020
     SCHP62,885$3,616 03/31/2020
Joseph P. Lucia & Associates LLC56,324$3,381 06/30/2020
     SCHP56,324$3,381 06/30/2020
McAdam LLC54,522$3,272 06/30/2020
     SCHP54,522$3,272 06/30/2020
Resonant Capital Advisors LLC54,310$3,260 06/30/2020
     SCHP54,310$3,260 06/30/2020
Boston Trust Walden Corp52,855$3,172 06/30/2020
     SCHP52,855$3,172 06/30/2020
Commonwealth Equity Services LLC54,993$3,162 03/31/2020
     SCHP54,993$3,162 03/31/2020
Ironsides Asset Advisors LLC50,060$3,005 06/30/2020
     SCHP50,060$3,005 06/30/2020
Apollon Wealth Management LLC50,685$2,915 03/31/2020
     SCHP50,685$2,915 03/31/2020
Citadel Advisors LLC47,984$2,760 03/31/2020
     SCHP47,984$2,760 03/31/2020
SRS Capital Advisors Inc.45,850$2,752 06/30/2020
     SCHP45,850$2,752 06/30/2020
Modus Advisors LLC45,409$2,725 06/30/2020
     SCHP45,409$2,725 06/30/2020
Capital Insight Partners LLC45,240$2,715 06/30/2020
     SCHP45,240$2,715 06/30/2020
Susquehanna International Group LLP $2,650 03/31/2020
     SCHP38,577$2,219 03/31/2020
     Call7,500$431 03/31/2020
Change Path LLC45,821$2,636 03/31/2020
     SCHP45,821$2,636 03/31/2020
Q3 Asset Management43,860$2,632 06/30/2020
     SCHP43,860$2,632 06/30/2020
White Lighthouse Investment Management Inc.43,649$2,620 06/30/2020
     SCHP43,649$2,620 06/30/2020
Friedenthal Financial43,131$2,589 06/30/2020
     SCHP43,131$2,589 06/30/2020
AlphaStar Capital Management LLC42,257$2,554 06/30/2020
     SCHP42,257$2,554 06/30/2020
Foothills Asset Management Ltd.44,357$2,551 03/31/2020
     SCHP44,357$2,551 03/31/2020
Moody National Bank Trust Division42,198$2,533 06/30/2020
     SCHP42,198$2,533 06/30/2020
Tortoise Investment Management LLC41,694$2,502 06/30/2020
     SCHP41,694$2,502 06/30/2020
Hirtle Callaghan & Co LLC40,697$2,443 06/30/2020
     SCHP40,697$2,443 06/30/2020
Resources Investment Advisors LLC.42,168$2,425 03/31/2020
     SCHP42,168$2,425 03/31/2020
Valmark Advisers Inc.40,267$2,417 06/30/2020
     SCHP40,267$2,417 06/30/2020
Aviance Capital Partners LLC39,519$2,372 06/30/2020
     SCHP39,519$2,372 06/30/2020
Ellevest Inc.37,308$2,239 06/30/2020
     SCHP37,308$2,239 06/30/2020
RHS Financial LLC36,755$2,206 06/30/2020
     SCHP36,755$2,206 06/30/2020
361 Capital LLC37,515$2,158 03/31/2020
     SCHP37,515$2,158 03/31/2020
FC Advisory LLC34,941$2,097 06/30/2020
     SCHP34,941$2,097 06/30/2020
Roundview Capital LLC36,198$2,082 03/31/2020
     SCHP36,198$2,082 03/31/2020
Lateef Investment Management L.P.35,698$2,053 03/31/2020
     SCHP35,698$2,053 03/31/2020
Burleson & Company LLC34,223$2,025 03/31/2020
     SCHP34,223$2,025 03/31/2020
First National Corp MA ADV32,847$1,971 06/30/2020
     SCHP32,847$1,971 06/30/2020
Slow Capital Inc.33,736$1,940 03/31/2020
     SCHP33,736$1,940 03/31/2020
Empirical Financial Services LLC d.b.a. Empirical Wealth Management33,669$1,936 03/31/2020
     SCHP33,669$1,936 03/31/2020
Mengis Capital Management Inc.31,179$1,871 06/30/2020
     SCHP31,179$1,871 06/30/2020
Adams Wealth Management31,073$1,865 06/30/2020
     SCHP31,073$1,865 06/30/2020
Staley Capital Advisers Inc.31,000$1,861 06/30/2020
     SCHP31,000$1,861 06/30/2020
Moser Wealth Advisors LLC30,646$1,839 06/30/2020
     SCHP30,646$1,839 06/30/2020
Duff & Phelps Investment Management Co.30,500$1,831 06/30/2020
     SCHP30,500$1,831 06/30/2020
Parsec Financial Management Inc.29,874$1,793 06/30/2020
     SCHP29,874$1,793 06/30/2020
First Hawaiian Bank29,331$1,760 06/30/2020
     SCHP29,331$1,760 06/30/2020
Two Sigma Securities LLC30,377$1,747 03/31/2020
     SCHP30,377$1,747 03/31/2020
Arrow Investment Advisors LLC28,958$1,738 06/30/2020
     SCHP28,958$1,738 06/30/2020
Blueprint Investment Partners LLC29,615$1,703 03/31/2020
     SCHP29,615$1,703 03/31/2020
Baldrige Asset Management LLC27,946$1,677 06/30/2020
     SCHP27,946$1,677 06/30/2020
Bangor Savings Bank26,889$1,614 06/30/2020
     SCHP26,889$1,614 06/30/2020
D.A. Davidson & CO.27,564$1,585 03/31/2020
     SCHP27,564$1,585 03/31/2020
Savant Capital LLC27,424$1,577 03/31/2020
     SCHP27,424$1,577 03/31/2020
Cetera Advisors LLC27,199$1,564 03/31/2020
     SCHP27,199$1,564 03/31/2020
WealthStone Inc.26,024$1,562 06/30/2020
     SCHP26,024$1,562 06/30/2020
Natixis26,378$1,517 03/31/2020
     SCHP26,378$1,517 03/31/2020
Alpha Omega Wealth Management LLC25,042$1,503 06/30/2020
     SCHP25,042$1,503 06/30/2020
Strategic Financial Planning Inc.22,656$1,360 06/30/2020
     SCHP22,656$1,360 06/30/2020
Patriot Investment Management Inc.23,473$1,349 03/31/2020
     SCHP23,473$1,349 03/31/2020
Valicenti Advisory Services Inc.22,145$1,329 06/30/2020
     SCHP22,145$1,329 06/30/2020
BlackRock Inc.22,792$1,311 03/31/2020
     SCHP22,792$1,311 03/31/2020
Thompson Siegel & Walmsley LLC22,775$1,310 03/31/2020
     SCHP22,775$1,310 03/31/2020
Mutual Advisors LLC21,651$1,299 06/30/2020
     SCHP21,651$1,299 06/30/2020
Ausdal Financial Partners Inc.21,572$1,295 06/30/2020
     SCHP21,572$1,295 06/30/2020
Capital Wealth Management LLC22,236$1,279 03/31/2020
     SCHP22,236$1,279 03/31/2020
AdvisorNet Financial Inc21,570$1,240 03/31/2020
     SCHP21,570$1,240 03/31/2020
Stokes Capital Advisors LLC20,555$1,234 06/30/2020
     SCHP20,555$1,234 06/30/2020
Fairview Capital Investment Management LLC20,692$1,189 03/31/2020
     SCHP20,692$1,189 03/31/2020
Rocky Mountain Advisers LLC19,085$1,145 06/30/2020
     SCHP19,085$1,145 06/30/2020
GenTrust LLC19,813$1,139 03/31/2020
     SCHP19,813$1,139 03/31/2020
Portfolio Solutions LLC19,524$1,123 03/31/2020
     SCHP19,524$1,123 03/31/2020
Cambridge Advisors Inc.18,230$1,094 06/30/2020
     SCHP18,230$1,094 06/30/2020
D. B. Root & Company LLC17,742$1,064 06/30/2020
     SCHP17,742$1,064 06/30/2020
Advisory Services Network LLC18,414$1,059 03/31/2020
     SCHP18,414$1,059 03/31/2020
Fagan Associates Inc.17,483$1,049 06/30/2020
     SCHP17,483$1,049 06/30/2020
Integrated Wealth Concepts LLC17,452$1,047 06/30/2020
     SCHP17,452$1,047 06/30/2020
Advisory Alpha LLC17,989$1,035 03/31/2020
     SCHP17,989$1,035 03/31/2020
Wealthcare Advisory Partners LLC16,412$985 06/30/2020
     SCHP16,412$985 06/30/2020
Comerica Bank16,117$982 06/30/2020
     SCHP16,117$982 06/30/2020
Truewealth LLC15,877$953 06/30/2020
     SCHP15,877$953 06/30/2020
STA Wealth Management LLC16,316$938 03/31/2020
     SCHP16,316$938 03/31/2020
Kingsview Wealth Management LLC16,109$926 03/31/2020
     SCHP16,109$926 03/31/2020
PNC Financial Services Group Inc.15,211$913 06/30/2020
     SCHP15,211$913 06/30/2020
Benjamin F. Edwards & Company Inc.15,801$909 03/31/2020
     SCHP15,801$909 03/31/2020
Boston Private Wealth LLC15,059$904 06/30/2020
     SCHP15,059$904 06/30/2020
Waterloo Capital L.P.14,867$855 03/31/2020
     SCHP14,867$855 03/31/2020
Creative Planning14,111$847 06/30/2020
     SCHP14,111$847 06/30/2020
First Allied Advisory Services Inc.14,373$827 03/31/2020
     SCHP14,373$827 03/31/2020
Raymond James & Associates13,741$825 06/30/2020
     SCHP13,741$825 06/30/2020
Concentric Wealth Management LLC14,125$812 03/31/2020
     SCHP14,125$812 03/31/2020
Exencial Wealth Advisors LLC14,052$808 03/31/2020
     SCHP14,052$808 03/31/2020
Perigon Wealth Management LLC13,100$786 06/30/2020
     SCHP13,100$786 06/30/2020
BBVA USA Bancshares Inc.13,084$785 06/30/2020
     SCHP13,084$785 06/30/2020
Clifford Swan Investment Counsel LLC13,020$781 06/30/2020
     SCHP13,020$781 06/30/2020
WealthPLAN Partners LLC12,610$746 03/31/2020
     SCHP12,610$746 03/31/2020
ProVise Management Group LLC12,082$725 06/30/2020
     SCHP12,082$725 06/30/2020
Fortis Capital Management LLC12,394$713 03/31/2020
     SCHP12,394$713 03/31/2020
Atlas Capital Advisors LLC11,820$709 06/30/2020
     SCHP11,820$709 06/30/2020
Castle Rock Wealth Management LLC11,742$695 03/31/2020
     SCHP11,742$695 03/31/2020
Coastal Investment Advisors Inc.11,538$693 06/30/2020
     SCHP11,538$693 06/30/2020
Captrust Financial Advisors11,990$692 03/31/2020
     SCHP11,990$692 03/31/2020
Bigelow Investment Advisors LLC11,961$688 03/31/2020
     SCHP11,961$688 03/31/2020
Knightsbridge Asset Management LLC11,857$682 03/31/2020
     SCHP11,857$682 03/31/2020
Firestone Capital Management11,340$681 06/30/2020
     SCHP11,340$681 06/30/2020
SigFig Wealth Management LLC11,304$678 06/30/2020
     SCHP11,304$678 06/30/2020
C M Bidwell & Associates Ltd.11,779$677 03/31/2020
     SCHP11,779$677 03/31/2020
Buckingham Asset Management LLC11,076$665 06/30/2020
     SCHP11,076$665 06/30/2020
Aprio Wealth Management LLC11,065$664 06/30/2020
     SCHP11,065$664 06/30/2020
Capital Investment Advisors LLC10,571$634 06/30/2020
     SCHP10,571$634 06/30/2020
Koshinski Asset Management Inc.10,548$633 06/30/2020
     SCHP10,548$633 06/30/2020
Global Financial Private Capital Inc10,860$625 03/31/2020
     SCHP10,860$625 03/31/2020
Mirae Asset Global Investments Co. Ltd.10,720$617 03/31/2020
     SCHP10,720$617 03/31/2020
Successful Portfolios LLC10,251$615 06/30/2020
     SCHP10,251$615 06/30/2020
Cabot Wealth Management Inc.10,680$614 03/31/2020
     SCHP10,680$614 03/31/2020
Sigma Planning Corp10,071$605 06/30/2020
     SCHP10,071$605 06/30/2020
CIBC Private Wealth Group LLC10,280$591 03/31/2020
     SCHP10,280$591 03/31/2020
Gradient Capital Advisors LLC9,824$590 06/30/2020
     SCHP9,824$590 06/30/2020
Allen Capital Group LLC9,765$586 06/30/2020
     SCHP9,765$586 06/30/2020
We Are One Seven LLC10,093$580 03/31/2020
     SCHP10,093$580 03/31/2020
Vista Capital Partners Inc.10,002$575 03/31/2020
     SCHP10,002$575 03/31/2020
Pinnacle Bank9,106$547 06/30/2020
     SCHP9,106$547 06/30/2020
Zhang Financial LLC9,109$547 06/30/2020
     SCHP9,109$547 06/30/2020
Mid Atlantic Financial Management Inc. ADV8,750$525 06/30/2020
     SCHP8,750$525 06/30/2020
Eqis Capital Management Inc.9,105$524 03/31/2020
     SCHP9,105$524 03/31/2020
Stephens Inc. AR9,050$520 03/31/2020
     SCHP9,050$520 03/31/2020
Walter & Keenan Financial Consulting Co. MI ADV8,650$519 06/30/2020
     SCHP8,650$519 06/30/2020
Invesco Ltd.9,009$518 03/31/2020
     SCHP9,009$518 03/31/2020
Gamble Jones Investment Counsel9,000$518 03/31/2020
     SCHP9,000$518 03/31/2020
Brighton Jones LLC8,912$513 03/31/2020
     SCHP8,912$513 03/31/2020
GeoWealth Management LLC8,737$503 03/31/2020
     SCHP8,737$503 03/31/2020
Global Wealth Management Investment Advisory Inc.8,720$502 03/31/2020
     SCHP8,720$502 03/31/2020
Huber Financial Advisors LLC8,663$498 03/31/2020
     SCHP8,663$498 03/31/2020
National Asset Management Inc.8,274$497 06/30/2020
     SCHP8,274$497 06/30/2020
PRW Wealth Management LLC8,250$495 06/30/2020
     SCHP8,250$495 06/30/2020
55I LLC8,355$494 03/31/2020
     SCHP8,355$494 03/31/2020
Parcion Private Wealth LLC8,011$483 06/30/2020
     SCHP8,011$483 06/30/2020
Willow Creek Wealth Management Inc.8,248$474 03/31/2020
     SCHP8,248$474 03/31/2020
Financial Advocates Investment Management8,116$467 03/31/2020
     SCHP8,116$467 03/31/2020
Arlington Financial Advisors LLC7,524$452 06/30/2020
     SCHP7,524$452 06/30/2020
Spears Abacus Advisors LLC7,819$450 03/31/2020
     SCHP7,819$450 03/31/2020
SkyOak Wealth LLC7,787$448 03/31/2020
     SCHP7,787$448 03/31/2020
SignalPoint Asset Management LLC7,389$443 06/30/2020
     SCHP7,389$443 06/30/2020
Goldman Sachs Group Inc.7,568$435 03/31/2020
     SCHP7,568$435 03/31/2020
Taylor Cottrill Erickson & Associates Inc.7,114$427 06/30/2020
     SCHP7,114$427 06/30/2020
Soltis Investment Advisors LLC7,163$412 03/31/2020
     SCHP7,163$412 03/31/2020
Altfest L J & Co. Inc.6,841$411 06/30/2020
     SCHP6,841$411 06/30/2020
Hurlow Wealth Management Group Inc.6,637$401 06/30/2020
     SCHP6,637$401 06/30/2020
Wolverine Trading LLC6,939$400 03/31/2020
     SCHP6,939$400 03/31/2020
Covenant Multifamily Offices LLC6,959$400 03/31/2020
     SCHP6,959$400 03/31/2020
Hardy Reed LLC6,555$393 06/30/2020
     SCHP6,555$393 06/30/2020
Rosenberg Matthew Hamilton6,395$384 06/30/2020
     SCHP6,395$384 06/30/2020
PFG Advisors6,223$375 06/30/2020
     SCHP6,223$375 06/30/2020
Dynamic Advisor Solutions LLC6,239$374 06/30/2020
     SCHP6,239$374 06/30/2020
Crescent Grove Advisors LLC6,210$373 06/30/2020
     SCHP6,210$373 06/30/2020
Kovack Advisors Inc.6,095$366 06/30/2020
     SCHP6,095$366 06/30/2020
Cetera Advisor Networks LLC6,261$360 03/31/2020
     SCHP6,261$360 03/31/2020
Relative Value Partners Group LLC6,231$358 03/31/2020
     SCHP6,231$358 03/31/2020
Garde Capital Inc.6,185$356 03/31/2020
     SCHP6,185$356 03/31/2020
Mount Lucas Management LP6,133$353 03/31/2020
     SCHP6,133$353 03/31/2020
Aurum Wealth Management Group LLC6,095$351 03/31/2020
     SCHP6,095$351 03/31/2020
Cubic Asset Management LLC5,723$343 06/30/2020
     SCHP5,723$343 06/30/2020
Pathstone Family Office LLC5,790$333 03/31/2020
     SCHP5,790$333 03/31/2020
Associated Banc Corp5,766$332 03/31/2020
     SCHP5,766$332 03/31/2020
Nwam LLC5,508$331 06/30/2020
     SCHP5,508$331 06/30/2020
NewDay Solutions LLC5,586$330 03/31/2020
     SCHP5,586$330 03/31/2020
Callahan Advisors LLC5,395$324 06/30/2020
     SCHP5,395$324 06/30/2020
Wilbanks Smith & Thomas Asset Management LLC5,260$316 06/30/2020
     SCHP5,260$316 06/30/2020
Advisors Asset Management Inc.5,496$316 03/31/2020
     SCHP5,496$316 03/31/2020
WT Wealth Management5,258$315 06/30/2020
     SCHP5,258$315 06/30/2020
Livingston Group Asset Management CO operating as Southport Capital Management 5,231$314 06/30/2020
     SCHP5,231$314 06/30/2020
First Heartland Consultants Inc.5,194$312 06/30/2020
     SCHP5,194$312 06/30/2020
Integrated Advisors Network LLC5,429$312 03/31/2020
     SCHP5,429$312 03/31/2020
Fisher Asset Management LLC4,963$298 06/30/2020
     SCHP4,963$298 06/30/2020
Verde Capital Management4,893$294 06/30/2020
     SCHP4,893$294 06/30/2020
Almanack Investment Partners LLC.5,110$294 03/31/2020
     SCHP5,110$294 03/31/2020
Maryland Capital Management4,951$285 03/31/2020
     SCHP4,951$285 03/31/2020
Rock Point Advisors LLC4,931$284 03/31/2020
     SCHP4,931$284 03/31/2020
First Merchants Corp4,600$276 06/30/2020
     SCHP4,600$276 06/30/2020
Green Square Capital Advisors LLC4,799$276 03/31/2020
     SCHP4,799$276 03/31/2020
Old Port Advisors4,520$271 06/30/2020
     SCHP4,520$271 06/30/2020
Moneta Group Investment Advisors LLC4,660$268 03/31/2020
     SCHP4,660$268 03/31/2020
Jackson Hole Capital Partners LLC4,594$264 03/31/2020
     SCHP4,594$264 03/31/2020
Carmichael Hill & Associates Inc.4,316$259 06/30/2020
     SCHP4,316$259 06/30/2020
DiMeo Schneider & Associates L.L.C.4,464$257 03/31/2020
     SCHP4,464$257 03/31/2020
Newman Dignan & Sheerar Inc.4,128$253 06/30/2020
     SCHP4,128$253 06/30/2020
Larson Financial Group LLC4,050$243 06/30/2020
     SCHP4,050$243 06/30/2020
Cedar Capital LLC3,994$240 06/30/2020
     SCHP3,994$240 06/30/2020
Avantax Advisory Services Inc.3,968$239 06/30/2020
     SCHP3,968$239 06/30/2020
CRA Financial Services LLC3,917$235 06/30/2020
     SCHP3,917$235 06/30/2020
Stifel Financial Corp4,072$234 03/31/2020
     SCHP4,072$234 03/31/2020
NEXT Financial Group Inc3,739$224 06/30/2020
     SCHP3,739$224 06/30/2020
Personal Resources Investment & Strategic Management Inc.3,717$223 06/30/2020
     SCHP3,717$223 06/30/2020
Piershale Financial Group Inc.3,592$216 06/30/2020
     SCHP3,592$216 06/30/2020
Spectrum Management Group LLC3,637$209 03/31/2020
     SCHP3,637$209 03/31/2020
One Capital Management LLC3,640$209 03/31/2020
     SCHP3,640$209 03/31/2020
Synovus Financial Corp3,612$207 03/31/2020
     SCHP3,612$207 03/31/2020
S&T Bank PA3,584$206 03/31/2020
     SCHP3,584$206 03/31/2020
Mercer Global Advisors Inc. ADV3,549$204 03/31/2020
     SCHP3,549$204 03/31/2020
Whittier Trust Co.3,196$192 06/30/2020
     SCHP3,196$192 06/30/2020
Parkside Financial Bank & Trust2,780$160 03/31/2020
     SCHP2,780$160 03/31/2020
Citigroup Inc.2,471$142 03/31/2020
     SCHP2,471$142 03/31/2020
Northwestern Mutual Wealth Management Co.2,419$139 03/31/2020
     SCHP2,419$139 03/31/2020
Global Retirement Partners LLC2,277$137 06/30/2020
     SCHP2,277$137 06/30/2020
CWM LLC2,270$136 06/30/2020
     SCHP2,270$136 06/30/2020
Sowell Financial Services LLC2,272$131 03/31/2020
     SCHP2,272$131 03/31/2020
Financial Architects Inc2,224$128 03/31/2020
     SCHP2,224$128 03/31/2020
Vigilant Capital Management LLC1,984$119 06/30/2020
     SCHP1,984$119 06/30/2020
Creative Financial Designs Inc. ADV1,971$118 06/30/2020
     SCHP1,971$118 06/30/2020
Private Ocean LLC1,966$118 06/30/2020
     SCHP1,966$118 06/30/2020
CVA Family Office LLC1,961$118 06/30/2020
     SCHP1,961$118 06/30/2020
IMA Wealth Inc.1,994$115 03/31/2020
     SCHP1,994$115 03/31/2020
Parallel Advisors LLC1,808$108 06/30/2020
     SCHP1,808$108 06/30/2020
Islay Capital Management LLC1,805$108 06/30/2020
     SCHP1,805$108 06/30/2020
Front Row Advisors LLC1,566$93 03/31/2020
     SCHP1,566$93 03/31/2020
IFP Advisors Inc1,519$91 06/30/2020
     SCHP1,519$91 06/30/2020
Lloyd Advisory Services LLC.1,510$91 06/30/2020
     SCHP1,510$91 06/30/2020
Ameritas Investment Partners Inc.1,381$82 06/30/2020
     SCHP1,381$82 06/30/2020
Proequities Inc.1,399$80 03/31/2020
     SCHP1,399$80 03/31/2020
Truvestments Capital LLC1,308$78 06/30/2020
     SCHP1,308$78 06/30/2020
Patriot Financial Group Insurance Agency LLC1,273$76 06/30/2020
     SCHP1,273$76 06/30/2020
Selective Wealth Management Inc.1,257$76 06/30/2020
     SCHP1,257$76 06/30/2020
Ameritas Investment Company LLC1,250$72 03/31/2020
     SCHP1,250$72 03/31/2020
Valeo Financial Advisors LLC1,164$70 06/30/2020
     SCHP1,164$70 06/30/2020
Lakeview Capital Partners LLC1,086$65 06/30/2020
     SCHP1,086$65 06/30/2020
Deutsche Bank AG1,135$65 03/31/2020
     SCHP1,135$65 03/31/2020
Hoover Financial Advisors Inc.1,072$64 06/30/2020
     SCHP1,072$64 06/30/2020
Toth Financial Advisory Corp1,025$62 06/30/2020
     SCHP1,025$62 06/30/2020
Independence Advisors LLC1,079$62 03/31/2020
     SCHP1,079$62 03/31/2020
Blue Bell Private Wealth Management LLC959$60 06/30/2020
     SCHP959$60 06/30/2020
Sowa Financial Group Inc.912$55 06/30/2020
     SCHP912$55 06/30/2020
WASHINGTON TRUST Co901$54 06/30/2020
     SCHP901$54 06/30/2020
Procyon Private Wealth Partners LLC934$54 03/31/2020
     SCHP934$54 03/31/2020
Cedar Wealth Management LLC860$52 06/30/2020
     SCHP860$52 06/30/2020
Hudock Inc.906$52 03/31/2020
     SCHP906$52 03/31/2020
Rockefeller Capital Management L.P.888$51 03/31/2020
     SCHP888$51 03/31/2020
Sandy Spring Bank863$50 03/31/2020
     SCHP863$50 03/31/2020
Institutional & Family Asset Management LLC840$48 03/31/2020
     SCHP840$48 03/31/2020
Penserra Capital Management LLC810$47 03/31/2020
     SCHP810$47 03/31/2020
Belmont Capital LLC751$45 06/30/2020
     SCHP751$45 06/30/2020
Bedel Financial Consulting Inc.734$44 06/30/2020
     SCHP734$44 06/30/2020
Clarkston Capital Partners LLC717$41 03/31/2020
     SCHP717$41 03/31/2020
Marquette Asset Management LLC642$39 06/30/2020
     SCHP642$39 06/30/2020
Campbell Wealth Management630$38 06/30/2020
     SCHP630$38 06/30/2020
Reilly Financial Advisors LLC622$37 06/30/2020
     SCHP622$37 06/30/2020
FAI Wealth Management573$34 06/30/2020
     SCHP573$34 06/30/2020
MV Capital Management Inc.566$34 06/30/2020
     SCHP566$34 06/30/2020
Harbor Investment Advisory LLC546$33 06/30/2020
     SCHP546$33 06/30/2020
Gradient Investments LLC525$32 06/30/2020
     SCHP525$32 06/30/2020
Verus Capital Partners LLC511$29 03/31/2020
     SCHP511$29 03/31/2020
Orion Portfolio Solutions LLC449$26 03/31/2020
     SCHP449$26 03/31/2020
Efficient Wealth Management LLC416$25 06/30/2020
     SCHP416$25 06/30/2020
Security National Trust Co.413$24 03/31/2020
     SCHP413$24 03/31/2020
MUFG Americas Holdings Corp2,953$23 06/30/2020
     SCHP2,953$23 06/30/2020
Liberty Wealth Management LLC346$21 06/30/2020
     SCHP346$21 06/30/2020
Clearbridge Investments LLC370$21 03/31/2020
     SCHP370$21 03/31/2020
Huntington National Bank326$20 06/30/2020
     SCHP326$20 06/30/2020
TCI Wealth Advisors Inc.340$20 06/30/2020
     SCHP340$20 06/30/2020
Clear Investment Research LLC329$20 06/30/2020
     SCHP329$20 06/30/2020
First Horizon Advisors Inc.288$17 06/30/2020
     SCHP288$17 06/30/2020
Certified Advisory Corp280$17 06/30/2020
     SCHP280$17 06/30/2020
LifePlan Financial Group Inc246$15 06/30/2020
     SCHP246$15 06/30/2020
Pflug Koory LLC252$15 06/30/2020
     SCHP252$15 06/30/2020
Disciplined Investments LLC264$15 03/31/2020
     SCHP264$15 03/31/2020
Jacobi Capital Management LLC219$13 06/30/2020
     SCHP219$13 06/30/2020
Capital Directions Investment Advisors LLC200$12 03/31/2020
     SCHP200$12 03/31/2020
Capital Advisory Group Advisory Services LLC201$12 03/31/2020
     SCHP201$12 03/31/2020
Filbrandt Wealth Management LLC205$12 03/31/2020
     SCHP205$12 03/31/2020
Flagship Harbor Advisors LLC140$8 06/30/2020
     SCHP140$8 06/30/2020
Meeder Asset Management Inc.135$8 03/31/2020
     SCHP135$8 03/31/2020
Pacitti Group Inc.133$7 03/31/2020
     SCHP133$7 03/31/2020
Capital Investment Advisory Services LLC100$6 06/30/2020
     SCHP100$6 06/30/2020
Horrell Capital Management Inc.82$5 06/30/2020
     SCHP82$5 06/30/2020
Aptus Capital Advisors LLC87$5 06/30/2020
     SCHP87$5 06/30/2020
Weaver Consulting Group75$5 06/30/2020
     SCHP75$5 06/30/2020
Sofos Investments Inc.3,231$5 03/31/2020
     SCHP3,231$5 03/31/2020
Financial Management Professionals Inc.59$4 06/30/2020
     SCHP59$4 06/30/2020
Capital Asset Advisory Services LLC74$4 03/31/2020
     SCHP74$4 03/31/2020
Claraphi Advisory Network LLC75$4 03/31/2020
     SCHP75$4 03/31/2020
Aspire Private Capital LLC74$4 03/31/2020
     SCHP74$4 03/31/2020
Rowland Carmichael Advisors Inc. ADV43$3 06/30/2020
     SCHP43$3 06/30/2020
Cordasco Financial Network50$3 06/30/2020
     SCHP50$3 06/30/2020
Tsfg LLC56$3 06/30/2020
     SCHP56$3 06/30/2020
Golden State Wealth Management LLC59$3 03/31/2020
     SCHP59$3 03/31/2020
Allworth Financial LP38$2 06/30/2020
     SCHP38$2 06/30/2020
Davis Capital Management28$2 06/30/2020
     SCHP28$2 06/30/2020
Asset Dedication LLC43$2 03/31/2020
     SCHP43$2 03/31/2020
Bogart Wealth LLC21$1 06/30/2020
     SCHP21$1 06/30/2020
Savior LLC17$1 06/30/2020
     SCHP17$1 06/30/2020
O Shaughnessy Asset Management LLC19$1 03/31/2020
     SCHP19$1 03/31/2020
BerganKDV Wealth Management LLC10$1 03/31/2020
     SCHP10$1 03/31/2020
AlphaCore Capital LLC9$1 03/31/2020
     SCHP9$1 03/31/2020
Vectors Research Management LLC18$1 03/31/2020
     SCHP18$1 03/31/2020
HBC Financial Services PLLC23$1 03/31/2020
     SCHP23$1 03/31/2020
JFS Wealth Advisors LLC1$0 06/30/2020
     SCHP1$0 06/30/2020
Lenox Wealth Advisors LLC7$0 06/30/2020
     SCHP7$0 06/30/2020
Moisand Fitzgerald Tamayo LLC8$0 06/30/2020
     SCHP8$0 06/30/2020
Trustcore Financial Services LLC2$0 06/30/2020
     SCHP2$0 06/30/2020
Massmutual Trust Co. FSB ADV2$0 03/31/2020
     SCHP2$0 03/31/2020
Sonora Investment Management LLC4$0 03/31/2020
     SCHP4$0 03/31/2020
Riggs Asset Managment Co. Inc.6$0 03/31/2020
     SCHP6$0 03/31/2020
Simplex Trading LLC3,320$-334 06/30/2020
     Put178$974 06/30/2020
     Call89$441 06/30/2020
     SCHP3,320$199 06/30/2020

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

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