HoldingsChannel.com
On this page, we present all of the funds holding SCHP from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SCHP, with a link to that fund's top holdings. The next columns indicate the amount of SCHP stock held by each of the funds holding SCHP, followed by the SCHP position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 642 funds holding SCHP within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Charles Schwab Investment Advisory Inc.. For more details on the positions held by Charles Schwab Investment Advisory Inc. (or by any of the other funds holding SCHP), click the fund name in the "Holder" column of the funds-holding-SCHP table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Charles Schwab Investment Advisory Inc. | 17,525,815 | $914,848 | 12/31/2023 |
| SCHP | 17,525,815 | $914,848 | 12/31/2023 |
| Cerity Partners LLC | 13,385,973 | $698,748 | 12/31/2023 |
| SCHP | 13,385,973 | $698,748 | 12/31/2023 |
| Empower Advisory Group LLC | 12,277,792 | $640,901 | 12/31/2023 |
| SCHP | 12,277,792 | $640,901 | 12/31/2023 |
| Quadratic Capital Management LLC | 12,277,579 | $640,399 | 03/31/2024 |
| SCHP | 12,277,579 | $640,399 | 03/31/2024 |
| Goldman Sachs Group Inc. | 5,827,407 | $304,191 | 12/31/2023 |
| SCHP | 5,827,407 | $304,191 | 12/31/2023 |
| Voya Investment Management LLC | 5,269,547 | $275,070 | 12/31/2023 |
| SCHP | 5,269,547 | $275,070 | 12/31/2023 |
| Sei Investments Co. | 5,245,095 | $273,797 | 12/31/2023 |
| SCHP | 5,245,095 | $273,797 | 12/31/2023 |
| JPMorgan Chase & Co. | 5,020,182 | $262,053 | 12/31/2023 |
| SCHP | 5,020,182 | $262,053 | 12/31/2023 |
| Franklin Resources Inc. | 4,316,882 | $225,341 | 12/31/2023 |
| SCHP | 4,316,882 | $225,341 | 12/31/2023 |
| Alliancebernstein L.P. | 3,435,539 | $179,335 | 12/31/2023 |
| SCHP | 3,435,539 | $179,335 | 12/31/2023 |
| Evoke Wealth LLC | 3,195,772 | $166,819 | 12/31/2023 |
| SCHP | 3,195,772 | $166,819 | 12/31/2023 |
| CENTRAL TRUST Co | 2,580,233 | $134,585 | 03/31/2024 |
| SCHP | 2,580,233 | $134,585 | 03/31/2024 |
| Charles Schwab Investment Management Inc. | 2,554,820 | $133,362 | 12/31/2023 |
| SCHP | 2,554,820 | $133,362 | 12/31/2023 |
| Alesco Advisors LLC | 2,540,646 | $132,622 | 12/31/2023 |
| SCHP | 2,540,646 | $132,622 | 12/31/2023 |
| Jasper Ridge Partners L.P. | 2,533,671 | $132,258 | 12/31/2023 |
| SCHP | 2,533,671 | $132,258 | 12/31/2023 |
| Perella Weinberg Partners Capital Management LP | 1,974,194 | $103,053 | 12/31/2023 |
| SCHP | 1,974,194 | $103,053 | 12/31/2023 |
| Ameriprise Financial Inc. | 1,878,028 | $97,678 | 12/31/2023 |
| SCHP | 1,878,028 | $97,678 | 12/31/2023 |
| UBS Group AG | 1,743,378 | $91,004 | 12/31/2023 |
| SCHP | 1,743,378 | $91,004 | 12/31/2023 |
| Morgan Stanley | 1,532,434 | $79,993 | 12/31/2023 |
| SCHP | 1,532,434 | $79,993 | 12/31/2023 |
| Nepc LLC | 1,501,900 | $78,399 | 12/31/2023 |
| SCHP | 1,501,900 | $78,399 | 12/31/2023 |
| Sensible Financial Planning & Management LLC. | 1,382,056 | $72,143 | 12/31/2023 |
| SCHP | 1,382,056 | $72,143 | 12/31/2023 |
| Wealth Enhancement Advisory Services LLC | 1,300,448 | $67,831 | 03/31/2024 |
| SCHP | 1,300,448 | $67,831 | 03/31/2024 |
| Wealthfront Advisers LLC | 1,232,178 | $64,270 | 03/31/2024 |
| SCHP | 1,232,178 | $64,270 | 03/31/2024 |
| US Bancorp DE | 1,208,256 | $63,071 | 12/31/2023 |
| SCHP | 1,208,256 | $63,071 | 12/31/2023 |
| Envestnet Asset Management Inc. | 1,200,864 | $62,685 | 12/31/2023 |
| SCHP | 1,200,864 | $62,685 | 12/31/2023 |
| Elm Partners Management LLC | 1,170,968 | $61,125 | 12/31/2023 |
| SCHP | 1,170,968 | $61,125 | 12/31/2023 |
| NinePointTwo Capital | 1,138,852 | $59,448 | 12/31/2023 |
| SCHP | 1,138,852 | $59,448 | 12/31/2023 |
| State Street Corp | 1,121,972 | $58,567 | 12/31/2023 |
| SCHP | 1,121,972 | $58,567 | 12/31/2023 |
| Litman Gregory Asset Management LLC | 968,494 | $50,555 | 12/31/2023 |
| SCHP | 968,494 | $50,555 | 12/31/2023 |
| Bank of America Corp DE | 903,919 | $47,185 | 12/31/2023 |
| SCHP | 903,919 | $47,185 | 12/31/2023 |
| Bank of New York Mellon Corp | 876,555 | $45,721 | 03/31/2024 |
| SCHP | 876,555 | $45,721 | 03/31/2024 |
| Lutz Financial Services LLC | 825,023 | $43,066 | 12/31/2023 |
| SCHP | 825,023 | $43,066 | 12/31/2023 |
| Prime Capital Investment Advisors LLC | 781,316 | $40,785 | 12/31/2023 |
| SCHP | 781,316 | $40,785 | 12/31/2023 |
| Fund Evaluation Group LLC | 772,165 | $40,307 | 12/31/2023 |
| SCHP | 772,165 | $40,307 | 12/31/2023 |
| Wells Fargo & Company MN | 764,066 | $39,884 | 12/31/2023 |
| SCHP | 764,066 | $39,884 | 12/31/2023 |
| Stephens Group Asset Management LLC | 747,068 | $38,967 | 03/31/2024 |
| SCHP | 747,068 | $38,967 | 03/31/2024 |
| Temasek Holdings Private Ltd | 705,000 | $36,801 | 12/31/2023 |
| SCHP | 705,000 | $36,801 | 12/31/2023 |
| Wealthcare Advisory Partners LLC | 665,628 | $34,719 | 03/31/2024 |
| SCHP | 665,628 | $34,719 | 03/31/2024 |
| LifeGuide Financial Advisors LLC | 641,282 | $33,449 | 03/31/2024 |
| SCHP | 641,282 | $33,449 | 03/31/2024 |
| Pure Financial Advisors Inc. | 633,330 | $33,035 | 03/31/2024 |
| SCHP | 633,330 | $33,035 | 03/31/2024 |
| Korea Investment CORP | 580,000 | $30,276 | 12/31/2023 |
| SCHP | 580,000 | $30,276 | 12/31/2023 |
| Full Sail Capital LLC | 559,063 | $29,183 | 12/31/2023 |
| SCHP | 559,063 | $29,183 | 12/31/2023 |
| Financial Architects LLC | 554,133 | $28,904 | 03/31/2024 |
| SCHP | 554,133 | $28,904 | 03/31/2024 |
| SRS Capital Advisors Inc. | 552,615 | $28,847 | 12/31/2023 |
| SCHP | 552,615 | $28,847 | 12/31/2023 |
| Morningstar Investment Services LLC | 542,730 | $28,352 | 12/31/2023 |
| SCHP | 542,730 | $28,352 | 12/31/2023 |
| Matrix Trust Co | 541,875 | $28,286 | 12/31/2023 |
| SCHP | 541,875 | $28,286 | 12/31/2023 |
| LPL Financial LLC | 535,898 | $27,974 | 12/31/2023 |
| SCHP | 535,898 | $27,974 | 12/31/2023 |
| Savant Capital LLC | 501,209 | $26,163 | 12/31/2023 |
| SCHP | 501,209 | $26,163 | 12/31/2023 |
| Creative Planning | 487,361 | $25,440 | 12/31/2023 |
| SCHP | 487,361 | $25,440 | 12/31/2023 |
| Citigroup Inc. | 461,764 | $24,104 | 12/31/2023 |
| SCHP | 461,764 | $24,104 | 12/31/2023 |
| Sumitomo Life Insurance Co. | 457,800 | $23,739 | 03/31/2024 |
| SCHP | 457,800 | $23,739 | 03/31/2024 |
| Assetmark Inc. | 450,937 | $23,539 | 12/31/2023 |
| SCHP | 450,937 | $23,539 | 12/31/2023 |
| Advisory Alpha LLC | 442,510 | $23,104 | 12/31/2023 |
| SCHP | 442,510 | $23,104 | 12/31/2023 |
| Navalign LLC | 429,825 | $22,420 | 03/31/2024 |
| SCHP | 429,825 | $22,420 | 03/31/2024 |
| Joseph Group Capital Management | 429,495 | $22,420 | 12/31/2023 |
| SCHP | 429,495 | $22,420 | 12/31/2023 |
| Carolina Wealth Advisors LLC | 376,032 | $19,614 | 03/31/2024 |
| SCHP | 376,032 | $19,614 | 03/31/2024 |
| Marshall Financial Group Inc. ADV | 373,866 | $19,516 | 12/31/2023 |
| SCHP | 373,866 | $19,516 | 12/31/2023 |
| Wooster Corthell Wealth Management Inc. | 367,823 | $19,200 | 12/31/2023 |
| SCHP | 367,823 | $19,200 | 12/31/2023 |
| Willow Creek Wealth Management Inc. | 354,441 | $18,502 | 12/31/2023 |
| SCHP | 354,441 | $18,502 | 12/31/2023 |
| The PNC Financial Services Group Inc. | 352,220 | $18,386 | 12/31/2023 |
| SCHP | 352,220 | $18,386 | 12/31/2023 |
| Kohmann Bosshard Financial Services LLC | 346,259 | $18,061 | 03/31/2024 |
| SCHP | 346,259 | $18,061 | 03/31/2024 |
| Altfest L J & Co. Inc. | 341,151 | $17,794 | 03/31/2024 |
| SCHP | 341,151 | $17,794 | 03/31/2024 |
| 1832 Asset Management L.P. | 339,044 | $17,698 | 12/31/2023 |
| SCHP | 339,044 | $17,698 | 12/31/2023 |
| Foster & Motley Inc. | 335,228 | $17,486 | 03/31/2024 |
| SCHP | 335,228 | $17,486 | 03/31/2024 |
| Advisor Group Holdings Inc. | 328,399 | $17,151 | 12/31/2023 |
| SCHP | 328,399 | $17,151 | 12/31/2023 |
| Financial Engines Advisors L.L.C. | 327,649 | $17,103 | 12/31/2023 |
| SCHP | 327,649 | $17,103 | 12/31/2023 |
| Cape Cod Five Cents Savings Bank | 326,484 | $17,042 | 12/31/2023 |
| SCHP | 326,484 | $17,042 | 12/31/2023 |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 312,378 | $16,306 | 12/31/2023 |
| SCHP | 312,378 | $16,306 | 12/31/2023 |
| Nottingham Advisors Inc. | 301,125 | $15,719 | 12/31/2023 |
| SCHP | 301,125 | $15,719 | 12/31/2023 |
| Asset Management Group Inc. | 289,270 | $15,100 | 12/31/2023 |
| SCHP | 289,270 | $15,100 | 12/31/2023 |
| Principal Financial Group Inc. | 276,465 | $14,432 | 12/31/2023 |
| SCHP | 276,465 | $14,432 | 12/31/2023 |
| Advanced Research Investment Solutions LLC | 262,657 | $13,711 | 12/31/2023 |
| SCHP | 262,657 | $13,711 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 261,644 | $13,647 | 03/31/2024 |
| SCHP | 261,644 | $13,647 | 03/31/2024 |
| Sage Financial Group Inc. | 248,555 | $12,975 | 12/31/2023 |
| SCHP | 248,555 | $12,975 | 12/31/2023 |
| AE Wealth Management LLC | 250,296 | $12,975 | 12/31/2023 |
| SCHP | 250,296 | $12,975 | 12/31/2023 |
| Fifth Third Bancorp | 239,525 | $12,494 | 03/31/2024 |
| SCHP | 239,525 | $12,494 | 03/31/2024 |
| HighTower Advisors LLC | 236,117 | $12,322 | 12/31/2023 |
| SCHP | 236,117 | $12,322 | 12/31/2023 |
| Peak Financial Management Inc. | 234,881 | $12,251 | 03/31/2024 |
| SCHP | 234,881 | $12,251 | 03/31/2024 |
| Marotta Asset Management | 234,770 | $12,246 | 03/31/2024 |
| SCHP | 234,770 | $12,246 | 03/31/2024 |
| Steward Partners Investment Advisory LLC | 231,191 | $12,068 | 12/31/2023 |
| SCHP | 231,191 | $12,068 | 12/31/2023 |
| Walker Financial Services Inc. | 229,660 | $11,979 | 03/31/2024 |
| SCHP | 229,660 | $11,979 | 03/31/2024 |
| Pacific Capital Wealth Advisors Inc. | 228,746 | $11,941 | 12/31/2023 |
| SCHP | 228,746 | $11,941 | 12/31/2023 |
| Proffitt & Goodson Inc. | 228,719 | $11,930 | 03/31/2024 |
| SCHP | 228,719 | $11,930 | 03/31/2024 |
| Eagle Ridge Investment Management | 227,428 | $11,863 | 03/31/2024 |
| SCHP | 227,428 | $11,863 | 03/31/2024 |
| Wealth Management Resources Inc. | 226,548 | $11,817 | 03/31/2024 |
| SCHP | 226,548 | $11,817 | 03/31/2024 |
| STA Wealth Management LLC | 212,158 | $11,075 | 12/31/2023 |
| SCHP | 212,158 | $11,075 | 12/31/2023 |
| Thrivent Financial for Lutherans | 205,523 | $10,729 | 12/31/2023 |
| SCHP | 205,523 | $10,729 | 12/31/2023 |
| Sontag Advisory LLC | 201,622 | $10,525 | 12/31/2023 |
| SCHP | 201,622 | $10,525 | 12/31/2023 |
| Mercer Global Advisors Inc. ADV | 200,814 | $10,482 | 12/31/2023 |
| SCHP | 200,814 | $10,482 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 200,552 | $10,461 | 03/31/2024 |
| SCHP | 200,552 | $10,461 | 03/31/2024 |
| GeoWealth Management LLC | 190,255 | $9,931 | 12/31/2023 |
| SCHP | 190,255 | $9,931 | 12/31/2023 |
| RE Dickinson Investment Advisors LLC | 186,101 | $9,714 | 12/31/2023 |
| SCHP | 186,101 | $9,714 | 12/31/2023 |
| McAdam LLC | 184,672 | $9,632 | 03/31/2024 |
| SCHP | 184,672 | $9,632 | 03/31/2024 |
| Truist Financial Corp | 183,948 | $9,602 | 12/31/2023 |
| SCHP | 183,948 | $9,602 | 12/31/2023 |
| Adventist Health System Sunbelt Healthcare Corp | 182,600 | $9,532 | 12/31/2023 |
| SCHP | 182,600 | $9,532 | 12/31/2023 |
| Annapolis Financial Services LLC | 176,910 | $9,228 | 03/31/2024 |
| SCHP | 176,910 | $9,228 | 03/31/2024 |
| West Family Investments Inc. | 169,365 | $9,195 | 12/31/2023 |
| SCHP | 169,365 | $9,195 | 12/31/2023 |
| Modera Wealth Management LLC | 174,785 | $9,124 | 12/31/2023 |
| SCHP | 174,785 | $9,124 | 12/31/2023 |
| Wealthcare Capital Management LLC | 173,333 | $9,041 | 03/31/2024 |
| SCHP | 173,333 | $9,041 | 03/31/2024 |
| ALM First Financial Advisors LLC | 170,000 | $8,874 | 12/31/2023 |
| SCHP | 170,000 | $8,874 | 12/31/2023 |
| Altiora Financial Group LLC | 167,065 | $8,714 | 03/31/2024 |
| SCHP | 167,065 | $8,714 | 03/31/2024 |
| Signet Investment Advisory Group Inc. | 165,113 | $8,619 | 12/31/2023 |
| SCHP | 165,113 | $8,619 | 12/31/2023 |
| Cetera Investment Advisers | 161,892 | $8,451 | 12/31/2023 |
| SCHP | 161,892 | $8,451 | 12/31/2023 |
| Summit Trail Advisors LLC | 160,720 | $8,383 | 03/31/2024 |
| SCHP | 160,720 | $8,383 | 03/31/2024 |
| Allen Capital Group LLC | 157,962 | $8,239 | 03/31/2024 |
| SCHP | 157,962 | $8,239 | 03/31/2024 |
| Northwestern Mutual Wealth Management Co. | 156,438 | $8,166 | 12/31/2023 |
| SCHP | 156,438 | $8,166 | 12/31/2023 |
| Exencial Wealth Advisors LLC | 155,318 | $8,108 | 12/31/2023 |
| SCHP | 155,318 | $8,108 | 12/31/2023 |
| GenTrust LLC | 154,250 | $8,046 | 03/31/2024 |
| SCHP | 154,250 | $8,046 | 03/31/2024 |
| Harbour Investments Inc. | 152,574 | $7,964 | 12/31/2023 |
| SCHP | 152,574 | $7,964 | 12/31/2023 |
| Flow Traders U.S. LLC | 147,571 | $7,703 | 12/31/2023 |
| SCHP | 147,571 | $7,703 | 12/31/2023 |
| Bfsg LLC | 147,229 | $7,679 | 03/31/2024 |
| SCHP | 147,229 | $7,679 | 03/31/2024 |
| Resonant Capital Advisors LLC | 145,626 | $7,602 | 12/31/2023 |
| SCHP | 145,626 | $7,602 | 12/31/2023 |
| Venture Visionary Partners LLC | 145,596 | $7,600 | 12/31/2023 |
| SCHP | 145,596 | $7,600 | 12/31/2023 |
| Citizens Financial Group Inc RI | 144,883 | $7,563 | 12/31/2023 |
| SCHP | 144,883 | $7,563 | 12/31/2023 |
| Iron Financial LLC | 142,065 | $7,410 | 03/31/2024 |
| SCHP | 142,065 | $7,410 | 03/31/2024 |
| Prairiewood Capital LLC | 133,027 | $6,939 | 03/31/2024 |
| SCHP | 133,027 | $6,939 | 03/31/2024 |
| Hart & Patterson Financial Group LLC | 130,713 | $6,818 | 03/31/2024 |
| SCHP | 130,713 | $6,818 | 03/31/2024 |
| FC Advisory LLC | 130,681 | $6,816 | 03/31/2024 |
| SCHP | 130,681 | $6,816 | 03/31/2024 |
| Rebalance LLC | 130,021 | $6,782 | 03/31/2024 |
| SCHP | 130,021 | $6,782 | 03/31/2024 |
| Theory Financial LLC | 123,586 | $6,451 | 12/31/2023 |
| SCHP | 123,586 | $6,451 | 12/31/2023 |
| Valmark Advisers Inc. | 121,809 | $6,358 | 12/31/2023 |
| SCHP | 121,809 | $6,358 | 12/31/2023 |
| MML Investors Services LLC | 118,848 | $6,204 | 12/31/2023 |
| SCHP | 118,848 | $6,204 | 12/31/2023 |
| HCR Wealth Advisors | 118,055 | $6,162 | 12/31/2023 |
| SCHP | 118,055 | $6,162 | 12/31/2023 |
| Change Path LLC | 117,740 | $6,146 | 12/31/2023 |
| SCHP | 117,740 | $6,146 | 12/31/2023 |
| Austin Private Wealth LLC | 118,669 | $6,141 | 03/31/2024 |
| SCHP | 118,669 | $6,141 | 03/31/2024 |
| Boston Private Wealth LLC | 116,194 | $6,065 | 12/31/2023 |
| SCHP | 116,194 | $6,065 | 12/31/2023 |
| Arden Trust Co | 114,546 | $5,975 | 03/31/2024 |
| SCHP | 114,546 | $5,975 | 03/31/2024 |
| Merriman Wealth Management LLC | 112,465 | $5,871 | 12/31/2023 |
| SCHP | 112,465 | $5,871 | 12/31/2023 |
| Cliftonlarsonallen Wealth Advisors LLC | 110,680 | $5,778 | 12/31/2023 |
| SCHP | 110,680 | $5,778 | 12/31/2023 |
| Focused Wealth Management Inc | 110,552 | $5,771 | 12/31/2023 |
| SCHP | 110,552 | $5,771 | 12/31/2023 |
| Fortis Capital Management LLC | 108,103 | $5,643 | 12/31/2023 |
| SCHP | 108,103 | $5,643 | 12/31/2023 |
| Perfromance Wealth Partners LLC | 105,840 | $5,525 | 12/31/2023 |
| SCHP | 105,840 | $5,525 | 12/31/2023 |
| Fagan Associates Inc. | 104,968 | $5,479 | 12/31/2023 |
| SCHP | 104,968 | $5,479 | 12/31/2023 |
| Fi3 FINANCIAL ADVISORS LLC | 104,344 | $5,447 | 12/31/2023 |
| SCHP | 104,344 | $5,447 | 12/31/2023 |
| Hirtle Callaghan & Co LLC | 101,952 | $5,322 | 12/31/2023 |
| SCHP | 101,952 | $5,322 | 12/31/2023 |
| AlphaStar Capital Management LLC | 100,226 | $5,232 | 12/31/2023 |
| SCHP | 100,226 | $5,232 | 12/31/2023 |
| Goodwin Investment Advisory | 99,826 | $5,211 | 12/31/2023 |
| SCHP | 99,826 | $5,211 | 12/31/2023 |
| MBE Wealth Management LLC | 98,523 | $5,139 | 03/31/2024 |
| SCHP | 98,523 | $5,139 | 03/31/2024 |
| FDx Advisors Inc. | 97,609 | $5,095 | 12/31/2023 |
| SCHP | 97,609 | $5,095 | 12/31/2023 |
| Curbstone Financial Management Corp | 97,050 | $5,062 | 03/31/2024 |
| SCHP | 97,050 | $5,062 | 03/31/2024 |
| FMR LLC | 96,294 | $5,027 | 12/31/2023 |
| SCHP | 96,294 | $5,027 | 12/31/2023 |
| Private Advisor Group LLC | 95,961 | $5,009 | 12/31/2023 |
| SCHP | 95,961 | $5,009 | 12/31/2023 |
 Susquehanna International Group LLP | $4,969 | 12/31/2023 | |
| Call | 95,200 | $4,969 | 12/31/2023 |
| Kestra Private Wealth Services LLC | 94,922 | $4,955 | 12/31/2023 |
| SCHP | 94,922 | $4,955 | 12/31/2023 |
| Cambridge Associates LLC MA ADV | 93,389 | $4,875 | 12/31/2023 |
| SCHP | 93,389 | $4,875 | 12/31/2023 |
| Tortoise Investment Management LLC | 93,320 | $4,871 | 12/31/2023 |
| SCHP | 93,320 | $4,871 | 12/31/2023 |
| Jane Street Group LLC | 90,418 | $4,720 | 12/31/2023 |
| SCHP | 90,418 | $4,720 | 12/31/2023 |
| High Note Wealth LLC | 90,349 | $4,716 | 12/31/2023 |
| SCHP | 90,349 | $4,716 | 12/31/2023 |
| VCI Wealth Management LLC | 90,067 | $4,702 | 12/31/2023 |
| SCHP | 90,067 | $4,702 | 12/31/2023 |
| Virtue Capital Management LLC | 88,798 | $4,604 | 12/31/2023 |
| SCHP | 88,798 | $4,604 | 12/31/2023 |
| Allianz Asset Management GmbH | 87,700 | $4,578 | 12/31/2023 |
| SCHP | 87,700 | $4,578 | 12/31/2023 |
| Cambria Investment Management L.P. | 86,578 | $4,519 | 12/31/2023 |
| SCHP | 86,578 | $4,519 | 12/31/2023 |
| Commonwealth Equity Services LLC | 86,374 | $4,509 | 12/31/2023 |
| SCHP | 86,374 | $4,509 | 12/31/2023 |
| Resource Planning Group | 85,997 | $4,489 | 12/31/2023 |
| SCHP | 85,997 | $4,489 | 12/31/2023 |
| Comerica Bank | 85,032 | $4,439 | 12/31/2023 |
| SCHP | 85,032 | $4,439 | 12/31/2023 |
| Stratos Wealth Advisors LLC | 81,709 | $4,262 | 03/31/2024 |
| SCHP | 81,709 | $4,262 | 03/31/2024 |
| Aviance Capital Partners LLC | 80,218 | $4,184 | 03/31/2024 |
| SCHP | 80,218 | $4,184 | 03/31/2024 |
| Hoxton Planning & Management LLC | 79,642 | $4,154 | 03/31/2024 |
| SCHP | 79,642 | $4,154 | 03/31/2024 |
| Avantax Advisory Services Inc. | 79,307 | $4,140 | 12/31/2023 |
| SCHP | 79,307 | $4,140 | 12/31/2023 |
| Cetera Advisors LLC | 77,618 | $4,052 | 12/31/2023 |
| SCHP | 77,618 | $4,052 | 12/31/2023 |
| Kure Advisory LLC | 76,901 | $4,014 | 12/31/2023 |
| SCHP | 76,901 | $4,014 | 12/31/2023 |
| WASHINGTON TRUST Co | 75,878 | $3,958 | 03/31/2024 |
| SCHP | 75,878 | $3,958 | 03/31/2024 |
| Renaissance Technologies LLC | 75,500 | $3,941 | 12/31/2023 |
| SCHP | 75,500 | $3,941 | 12/31/2023 |
| Royal Bank of Canada | 72,413 | $3,780 | 12/31/2023 |
| SCHP | 72,413 | $3,780 | 12/31/2023 |
| MPS Loria Financial Planners LLC | 71,721 | $3,741 | 03/31/2024 |
| SCHP | 71,721 | $3,741 | 03/31/2024 |
| Integrated Wealth Concepts LLC | 71,221 | $3,718 | 12/31/2023 |
| SCHP | 71,221 | $3,718 | 12/31/2023 |
| Stifel Financial Corp | 71,201 | $3,716 | 12/31/2023 |
| SCHP | 71,201 | $3,716 | 12/31/2023 |
| JTC Employer Solutions Trusteee Ltd | 70,982 | $3,676 | 03/31/2024 |
| SCHP | 70,982 | $3,676 | 03/31/2024 |
| OneAscent Financial Services LLC | 70,423 | $3,673 | 03/31/2024 |
| SCHP | 70,423 | $3,673 | 03/31/2024 |
| OLIO Financial Planning | 69,705 | $3,641 | 03/31/2024 |
| SCHP | 69,705 | $3,641 | 03/31/2024 |
| Verde Capital Management | 68,840 | $3,591 | 03/31/2024 |
| SCHP | 68,840 | $3,591 | 03/31/2024 |
| Allspring Global Investments Holdings LLC | 67,486 | $3,520 | 03/31/2024 |
| SCHP | 67,486 | $3,520 | 03/31/2024 |
| Stratos Wealth Partners LTD. | 67,286 | $3,510 | 03/31/2024 |
| SCHP | 67,286 | $3,510 | 03/31/2024 |
| Moser Wealth Advisors LLC | 66,418 | $3,467 | 12/31/2023 |
| SCHP | 66,418 | $3,467 | 12/31/2023 |
| Upper Left Wealth Management LLC | 66,397 | $3,463 | 03/31/2024 |
| SCHP | 66,397 | $3,463 | 03/31/2024 |
| Ellenbecker Investment Group | 66,240 | $3,455 | 03/31/2024 |
| SCHP | 66,240 | $3,455 | 03/31/2024 |
| Alpha Omega Wealth Management LLC | 66,162 | $3,451 | 03/31/2024 |
| SCHP | 66,162 | $3,451 | 03/31/2024 |
| Vise Technologies Inc. | 65,885 | $3,439 | 12/31/2023 |
| SCHP | 65,885 | $3,439 | 12/31/2023 |
| C M Bidwell & Associates Ltd. | 65,340 | $3,411 | 12/31/2023 |
| SCHP | 65,340 | $3,411 | 12/31/2023 |
| Raymond James & Associates | 64,999 | $3,390 | 03/31/2024 |
| SCHP | 64,999 | $3,390 | 03/31/2024 |
| McLean Asset Management Corp | 64,997 | $3,369 | 03/31/2024 |
| SCHP | 64,997 | $3,369 | 03/31/2024 |
| Washington Trust Advisors Inc. | 64,128 | $3,347 | 12/31/2023 |
| SCHP | 64,128 | $3,347 | 12/31/2023 |
| Trustmark National Bank Trust Department | 63,159 | $3,297 | 12/31/2023 |
| SCHP | 63,159 | $3,297 | 12/31/2023 |
| Cetera Advisor Networks LLC | 62,743 | $3,275 | 12/31/2023 |
| SCHP | 62,743 | $3,275 | 12/31/2023 |
| Horizon Financial Services LLC | 60,430 | $3,152 | 03/31/2024 |
| SCHP | 60,430 | $3,152 | 03/31/2024 |
| Strategic Blueprint LLC | 59,840 | $3,121 | 03/31/2024 |
| SCHP | 59,840 | $3,121 | 03/31/2024 |
| Arvest Investments Inc. | 59,673 | $3,113 | 03/31/2024 |
| SCHP | 59,673 | $3,113 | 03/31/2024 |
| Red Tortoise LLC | 59,681 | $3,113 | 03/31/2024 |
| SCHP | 59,681 | $3,113 | 03/31/2024 |
| J.W. Cole Advisors Inc. | 58,544 | $3,056 | 12/31/2023 |
| SCHP | 58,544 | $3,056 | 12/31/2023 |
| Almanack Investment Partners LLC. | 58,296 | $3,043 | 12/31/2023 |
| SCHP | 58,296 | $3,043 | 12/31/2023 |
| Visionary Wealth Advisors | 57,568 | $3,005 | 12/31/2023 |
| SCHP | 57,568 | $3,005 | 12/31/2023 |
| American Trust Investment Advisors LLC | 56,660 | $2,958 | 12/31/2023 |
| SCHP | 56,660 | $2,958 | 12/31/2023 |
| Ethos Financial Group LLC | 56,629 | $2,956 | 12/31/2023 |
| SCHP | 56,629 | $2,956 | 12/31/2023 |
| Alps Advisors Inc. | 56,550 | $2,952 | 12/31/2023 |
| SCHP | 56,550 | $2,952 | 12/31/2023 |
| Creative Financial Designs Inc. ADV | 55,792 | $2,912 | 12/31/2023 |
| SCHP | 55,792 | $2,912 | 12/31/2023 |
| Mariner LLC | 55,757 | $2,910 | 12/31/2023 |
| SCHP | 55,757 | $2,910 | 12/31/2023 |
| Atria Investments LLC | 54,664 | $2,853 | 12/31/2023 |
| SCHP | 54,664 | $2,853 | 12/31/2023 |
| McNaughton Wealth Management LLC | 54,327 | $2,834 | 03/31/2024 |
| SCHP | 54,327 | $2,834 | 03/31/2024 |
| Ellevest Inc. | 53,357 | $2,785 | 12/31/2023 |
| SCHP | 53,357 | $2,785 | 12/31/2023 |
| Skyline Advisors Inc. | 53,241 | $2,777 | 03/31/2024 |
| SCHP | 53,241 | $2,777 | 03/31/2024 |
| Galvin Gaustad & Stein LLC | 53,099 | $2,770 | 03/31/2024 |
| SCHP | 53,099 | $2,770 | 03/31/2024 |
| Perigon Wealth Management LLC | 52,671 | $2,749 | 12/31/2023 |
| SCHP | 52,671 | $2,749 | 12/31/2023 |
| Joseph P. Lucia & Associates LLC | 51,546 | $2,691 | 12/31/2023 |
| SCHP | 51,546 | $2,691 | 12/31/2023 |
| Ausdal Financial Partners Inc. | 51,063 | $2,663 | 03/31/2024 |
| SCHP | 51,063 | $2,663 | 03/31/2024 |
| Grey Fox Wealth Advisors LLC | 50,576 | $2,638 | 03/31/2024 |
| SCHP | 50,576 | $2,638 | 03/31/2024 |
| JMG Financial Group Ltd. | 48,394 | $2,526 | 12/31/2023 |
| SCHP | 48,394 | $2,526 | 12/31/2023 |
| Congress Wealth Management LLC DE | 46,219 | $2,411 | 03/31/2024 |
| SCHP | 46,219 | $2,411 | 03/31/2024 |
| TrinityPoint Wealth LLC | 46,189 | $2,411 | 12/31/2023 |
| SCHP | 46,189 | $2,411 | 12/31/2023 |
| Arcataur Capital Management LLC | 45,423 | $2,369 | 03/31/2024 |
| SCHP | 45,423 | $2,369 | 03/31/2024 |
| Moody National Bank Trust Division | 45,191 | $2,357 | 03/31/2024 |
| SCHP | 45,191 | $2,357 | 03/31/2024 |
| Focus Financial Network Inc. ADV | 44,954 | $2,347 | 12/31/2023 |
| SCHP | 44,954 | $2,347 | 12/31/2023 |
| IHT Wealth Management LLC | 44,757 | $2,336 | 12/31/2023 |
| SCHP | 44,757 | $2,336 | 12/31/2023 |
| Arkansas Financial Group Inc. | 44,222 | $2,307 | 03/31/2024 |
| SCHP | 44,222 | $2,307 | 03/31/2024 |
| Seed Wealth Management Inc. | 44,545 | $2,305 | 03/31/2024 |
| SCHP | 44,545 | $2,305 | 03/31/2024 |
| Catalyst Private Wealth LLC | 44,105 | $2,301 | 03/31/2024 |
| SCHP | 44,105 | $2,301 | 03/31/2024 |
| American Financial Advisors LLC | 43,871 | $2,288 | 03/31/2024 |
| SCHP | 43,871 | $2,288 | 03/31/2024 |
| Kovitz Investment Group Partners LLC | 43,791 | $2,286 | 12/31/2023 |
| SCHP | 43,791 | $2,286 | 12/31/2023 |
| Kestra Advisory Services LLC | 43,632 | $2,278 | 12/31/2023 |
| SCHP | 43,632 | $2,278 | 12/31/2023 |
| Lodestar Private Asset Management LLC | 43,547 | $2,271 | 03/31/2024 |
| SCHP | 43,547 | $2,271 | 03/31/2024 |
| Formidable Asset Management LLC | 42,780 | $2,233 | 12/31/2023 |
| SCHP | 42,780 | $2,233 | 12/31/2023 |
| ONE Advisory Partners LLC | 42,736 | $2,229 | 03/31/2024 |
| SCHP | 42,736 | $2,229 | 03/31/2024 |
| Fulton Breakefield Broenniman LLC | 42,387 | $2,213 | 12/31/2023 |
| SCHP | 42,387 | $2,213 | 12/31/2023 |
| GWM Advisors LLC | 42,119 | $2,188 | 12/31/2023 |
| SCHP | 42,119 | $2,188 | 12/31/2023 |
| Meritage Portfolio Management | 41,767 | $2,180 | 12/31/2023 |
| SCHP | 41,767 | $2,180 | 12/31/2023 |
| BCGM Wealth Management LLC | 41,680 | $2,176 | 12/31/2023 |
| SCHP | 41,680 | $2,176 | 12/31/2023 |
| Citizens National Bank Trust Department | 41,551 | $2,169 | 12/31/2023 |
| SCHP | 41,551 | $2,169 | 12/31/2023 |
| RSM US Wealth Management LLC | 40,259 | $2,102 | 12/31/2023 |
| SCHP | 40,259 | $2,102 | 12/31/2023 |
| Beacon Pointe Advisors LLC | 39,943 | $2,085 | 12/31/2023 |
| SCHP | 39,943 | $2,085 | 12/31/2023 |
| Physician Wealth Solutions Inc. | 39,721 | $2,072 | 03/31/2024 |
| SCHP | 39,721 | $2,072 | 03/31/2024 |
| Financial Freedom LLC | 39,711 | $2,071 | 03/31/2024 |
| SCHP | 39,711 | $2,071 | 03/31/2024 |
| Principal Securities Inc. | 39,447 | $2,059 | 12/31/2023 |
| SCHP | 39,447 | $2,059 | 12/31/2023 |
| TrueWealth Advisors LLC | 39,069 | $2,038 | 03/31/2024 |
| SCHP | 39,069 | $2,038 | 03/31/2024 |
| Hayek Kallen Investment Management | 39,037 | $2,038 | 12/31/2023 |
| SCHP | 39,037 | $2,038 | 12/31/2023 |
| Blue Fin Capital Inc. | 38,821 | $2,026 | 12/31/2023 |
| SCHP | 38,821 | $2,026 | 12/31/2023 |
| Honkamp Krueger Financial Services Inc. | 38,737 | $2,022 | 12/31/2023 |
| SCHP | 38,737 | $2,022 | 12/31/2023 |
| Corrado Advisors LLC | 38,258 | $1,997 | 12/31/2023 |
| SCHP | 38,258 | $1,997 | 12/31/2023 |
| Focus Financial Network Inc. | 38,432 | $1,969 | 03/31/2024 |
| SCHP | 38,432 | $1,969 | 03/31/2024 |
| Charles Schwab Trust Co | 37,431 | $1,952 | 03/31/2024 |
| SCHP | 37,431 | $1,952 | 03/31/2024 |
| U.S. Capital Wealth Advisors LLC | 37,271 | $1,946 | 12/31/2023 |
| SCHP | 37,271 | $1,946 | 12/31/2023 |
| Bridge Advisory LLC | 37,253 | $1,943 | 03/31/2024 |
| SCHP | 37,253 | $1,943 | 03/31/2024 |
| Kades & Cheifetz LLC | 37,157 | $1,940 | 12/31/2023 |
| SCHP | 37,157 | $1,940 | 12/31/2023 |
| Soltis Investment Advisors LLC | 36,572 | $1,909 | 12/31/2023 |
| SCHP | 36,572 | $1,909 | 12/31/2023 |
| Cahill Financial Advisors Inc. | 36,170 | $1,888 | 12/31/2023 |
| SCHP | 36,170 | $1,888 | 12/31/2023 |
| Summit Financial Strategies Inc. | 35,918 | $1,875 | 12/31/2023 |
| SCHP | 35,918 | $1,875 | 12/31/2023 |
| Macquarie Group Ltd. | 35,863 | $1,872 | 12/31/2023 |
| SCHP | 35,863 | $1,872 | 12/31/2023 |
| Frontier Asset Management LLC | 35,814 | $1,869 | 12/31/2023 |
| SCHP | 35,814 | $1,869 | 12/31/2023 |
| SILVER OAK SECURITIES Inc | 35,581 | $1,857 | 12/31/2023 |
| SCHP | 35,581 | $1,857 | 12/31/2023 |
| Fifth Third Securities Inc. | 35,532 | $1,853 | 03/31/2024 |
| SCHP | 35,532 | $1,853 | 03/31/2024 |
| Revisor Wealth Management LLC | 35,510 | $1,853 | 03/31/2024 |
| SCHP | 35,510 | $1,853 | 03/31/2024 |
| Anchor Investment Management LLC | 35,310 | $1,843 | 12/31/2023 |
| SCHP | 35,310 | $1,843 | 12/31/2023 |
| Kingsview Wealth Management LLC | 34,441 | $1,798 | 12/31/2023 |
| SCHP | 34,441 | $1,798 | 12/31/2023 |
| LVW Advisors LLC | 33,891 | $1,768 | 03/31/2024 |
| SCHP | 33,891 | $1,768 | 03/31/2024 |
| Eagle Bay Advisors LLC | 32,849 | $1,715 | 12/31/2023 |
| SCHP | 32,849 | $1,715 | 12/31/2023 |
| Lederer & Associates Investment Counsel CA | 32,732 | $1,709 | 12/31/2023 |
| SCHP | 32,732 | $1,709 | 12/31/2023 |
| Western Wealth Management LLC | 32,337 | $1,688 | 12/31/2023 |
| SCHP | 32,337 | $1,688 | 12/31/2023 |
| Mutual Advisors LLC | 31,877 | $1,664 | 12/31/2023 |
| SCHP | 31,877 | $1,664 | 12/31/2023 |
| Abbrea Capital LLC | 31,626 | $1,651 | 12/31/2023 |
| SCHP | 31,626 | $1,651 | 12/31/2023 |
| Sequoia Financial Advisors LLC | 31,459 | $1,642 | 12/31/2023 |
| SCHP | 31,459 | $1,642 | 12/31/2023 |
| Retirement Group LLC | 31,376 | $1,638 | 12/31/2023 |
| SCHP | 31,376 | $1,638 | 12/31/2023 |
| Envestnet Portfolio Solutions Inc. | 31,275 | $1,633 | 12/31/2023 |
| SCHP | 31,275 | $1,633 | 12/31/2023 |
| Aletheian Wealth Advisors LLC | 31,179 | $1,626 | 03/31/2024 |
| SCHP | 31,179 | $1,626 | 03/31/2024 |
| Hengehold Capital Management LLC | 30,831 | $1,608 | 03/31/2024 |
| SCHP | 30,831 | $1,608 | 03/31/2024 |
| LongView Wealth Management | 30,739 | $1,603 | 03/31/2024 |
| SCHP | 30,739 | $1,603 | 03/31/2024 |
| Vestmark Advisory Solutions Inc. | 30,615 | $1,598 | 12/31/2023 |
| SCHP | 30,615 | $1,598 | 12/31/2023 |
| IFG Advisory LLC | 30,285 | $1,581 | 12/31/2023 |
| SCHP | 30,285 | $1,581 | 12/31/2023 |
| Gilbert & Cook Inc. | 30,234 | $1,578 | 12/31/2023 |
| SCHP | 30,234 | $1,578 | 12/31/2023 |
| Maltin Wealth Management Inc. | 30,123 | $1,571 | 03/31/2024 |
| SCHP | 30,123 | $1,571 | 03/31/2024 |
| SeaCrest Wealth Management LLC | 29,748 | $1,552 | 03/31/2024 |
| SCHP | 29,748 | $1,552 | 03/31/2024 |
| White Lighthouse Investment Management Inc. | 29,486 | $1,539 | 12/31/2023 |
| SCHP | 29,486 | $1,539 | 12/31/2023 |
| IFP Advisors Inc | 29,284 | $1,529 | 12/31/2023 |
| SCHP | 29,284 | $1,529 | 12/31/2023 |
| Van Strum & Towne Inc. | 28,924 | $1,510 | 12/31/2023 |
| SCHP | 28,924 | $1,510 | 12/31/2023 |
| DMG Group LLC | 28,901 | $1,507 | 03/31/2024 |
| SCHP | 28,901 | $1,507 | 03/31/2024 |
| Mengis Capital Management Inc. | 28,311 | $1,478 | 12/31/2023 |
| SCHP | 28,311 | $1,478 | 12/31/2023 |
| Beaumont Capital Management LLC | 28,101 | $1,467 | 12/31/2023 |
| SCHP | 28,101 | $1,467 | 12/31/2023 |
| First National Corp MA ADV | 28,092 | $1,466 | 03/31/2024 |
| SCHP | 28,092 | $1,466 | 03/31/2024 |
| Two Sigma Securities LLC | 26,823 | $1,400 | 12/31/2023 |
| SCHP | 26,823 | $1,400 | 12/31/2023 |
| Rocky Mountain Advisers LLC | 25,964 | $1,354 | 03/31/2024 |
| SCHP | 25,964 | $1,354 | 03/31/2024 |
| Janney Montgomery Scott LLC | 25,868 | $1,350 | 12/31/2023 |
| SCHP | 25,868 | $1,350 | 12/31/2023 |
| Friedenthal Financial | 25,814 | $1,346 | 03/31/2024 |
| SCHP | 25,814 | $1,346 | 03/31/2024 |
| Hutchinson Capital Management CA | 24,889 | $1,299 | 12/31/2023 |
| SCHP | 24,889 | $1,299 | 12/31/2023 |
| Csenge Advisory Group | 24,622 | $1,285 | 12/31/2023 |
| SCHP | 24,622 | $1,285 | 12/31/2023 |
| AdvisorNet Financial Inc | 23,987 | $1,251 | 03/31/2024 |
| SCHP | 23,987 | $1,251 | 03/31/2024 |
| Dynamic Advisor Solutions LLC | 23,829 | $1,243 | 03/31/2024 |
| SCHP | 23,829 | $1,243 | 03/31/2024 |
| WealthCollab LLC | 23,712 | $1,238 | 12/31/2023 |
| SCHP | 23,712 | $1,238 | 12/31/2023 |
| Bigelow Investment Advisors LLC | 23,244 | $1,213 | 12/31/2023 |
| SCHP | 23,244 | $1,213 | 12/31/2023 |
| WBI Investments | 23,096 | $1,206 | 12/31/2023 |
| SCHP | 23,096 | $1,206 | 12/31/2023 |
| Sowell Financial Services LLC | 21,820 | $1,139 | 12/31/2023 |
| SCHP | 21,820 | $1,139 | 12/31/2023 |
| RHS Financial LLC | 21,786 | $1,136 | 03/31/2024 |
| SCHP | 21,786 | $1,136 | 03/31/2024 |
| Patriot Investment Management Inc. | 21,391 | $1,116 | 03/31/2024 |
| SCHP | 21,391 | $1,116 | 03/31/2024 |
| Leeward Financial Partners LLC | 21,330 | $1,113 | 03/31/2024 |
| SCHP | 21,330 | $1,113 | 03/31/2024 |
| Security Financial Services INC. | 20,901 | $1,090 | 03/31/2024 |
| SCHP | 20,901 | $1,090 | 03/31/2024 |
| Circle Wealth Management LLC | 20,744 | $1,083 | 12/31/2023 |
| SCHP | 20,744 | $1,083 | 12/31/2023 |
| Pine Haven Investment Counsel Inc | 20,660 | $1,078 | 03/31/2024 |
| SCHP | 20,660 | $1,078 | 03/31/2024 |
| Websterrogers Financial Advisors LLC | 20,616 | $1,076 | 12/31/2023 |
| SCHP | 20,616 | $1,076 | 12/31/2023 |
| CI Private Wealth LLC | 20,371 | $1,063 | 12/31/2023 |
| SCHP | 20,371 | $1,063 | 12/31/2023 |
| Lcnb Corp | 19,681 | $1,027 | 12/31/2023 |
| SCHP | 19,681 | $1,027 | 12/31/2023 |
| Columbus Macro LLC | 19,369 | $1,010 | 03/31/2024 |
| SCHP | 19,369 | $1,010 | 03/31/2024 |
| Strategic Financial Planning Inc. | 19,253 | $1,004 | 03/31/2024 |
| SCHP | 19,253 | $1,004 | 03/31/2024 |
| Betterment LLC | 18,842 | $984 | 12/31/2023 |
| SCHP | 18,842 | $984 | 12/31/2023 |
| Walkner Condon Financial Advisors LLC | 18,603 | $970 | 03/31/2024 |
| SCHP | 18,603 | $970 | 03/31/2024 |
| First Merchants Corp | 18,516 | $966 | 03/31/2024 |
| SCHP | 18,516 | $966 | 03/31/2024 |
| SigFig Wealth Management LLC | 19,626 | $956 | 12/31/2023 |
| SCHP | 19,626 | $956 | 12/31/2023 |
| Myecfo LLC | 18,211 | $950 | 03/31/2024 |
| SCHP | 18,211 | $950 | 03/31/2024 |
| Benchmark Wealth Management LLC | 18,200 | $949 | 03/31/2024 |
| SCHP | 18,200 | $949 | 03/31/2024 |
| Koshinski Asset Management Inc. | 18,141 | $947 | 12/31/2023 |
| SCHP | 18,141 | $947 | 12/31/2023 |
| Veracity Capital LLC | 18,014 | $940 | 03/31/2024 |
| SCHP | 18,014 | $940 | 03/31/2024 |
| Citadel Advisors LLC | $939 | 12/31/2023 | |
| Call | 25,000 | $1,305 | 12/31/2023 |
| Put | 7,100 | $371 | 12/31/2023 |
| SCHP | 97 | $5 | 12/31/2023 |
| Captrust Financial Advisors | 17,922 | $936 | 12/31/2023 |
| SCHP | 17,922 | $936 | 12/31/2023 |
| Nalls Sherbakoff Group LLC | 17,909 | $935 | 12/31/2023 |
| SCHP | 17,909 | $935 | 12/31/2023 |
| Lincoln National Corp | 17,825 | $930 | 12/31/2023 |
| SCHP | 17,825 | $930 | 12/31/2023 |
| Resources Investment Advisors LLC. | 17,429 | $910 | 12/31/2023 |
| SCHP | 17,429 | $910 | 12/31/2023 |
| Financial Counselors Inc. | 17,338 | $905 | 12/31/2023 |
| SCHP | 17,338 | $905 | 12/31/2023 |
| Mayflower Financial Advisors LLC | 17,251 | $901 | 12/31/2023 |
| SCHP | 17,251 | $901 | 12/31/2023 |
| Buckingham Strategic Wealth LLC | 17,145 | $895 | 12/31/2023 |
| SCHP | 17,145 | $895 | 12/31/2023 |
| Savvy Advisors Inc. | 17,115 | $893 | 12/31/2023 |
| SCHP | 17,115 | $893 | 12/31/2023 |
| Summit Financial LLC | 16,956 | $884 | 03/31/2024 |
| SCHP | 16,956 | $884 | 03/31/2024 |
| Atria Wealth Solutions Inc. | 16,564 | $865 | 12/31/2023 |
| SCHP | 16,564 | $865 | 12/31/2023 |
| Phillips Financial Management LLC | 16,494 | $860 | 03/31/2024 |
| SCHP | 16,494 | $860 | 03/31/2024 |
| Stonebrook Private Inc. | 16,406 | $856 | 12/31/2023 |
| SCHP | 16,406 | $856 | 12/31/2023 |
| Associated Banc Corp | 16,216 | $846 | 12/31/2023 |
| SCHP | 16,216 | $846 | 12/31/2023 |
| AHL Investment Management Inc. | 16,106 | $840 | 03/31/2024 |
| SCHP | 16,106 | $840 | 03/31/2024 |
| SignalPoint Asset Management LLC | 15,719 | $820 | 03/31/2024 |
| SCHP | 15,719 | $820 | 03/31/2024 |
| Intergy Private Wealth LLC | 15,711 | $819 | 03/31/2024 |
| SCHP | 15,711 | $819 | 03/31/2024 |
| OMNI 360 Wealth Inc. | 15,568 | $812 | 03/31/2024 |
| SCHP | 15,568 | $812 | 03/31/2024 |
| Fairview Capital Investment Management LLC | 15,410 | $804 | 12/31/2023 |
| SCHP | 15,410 | $804 | 12/31/2023 |
| Buckingham Strategic Partners | 15,125 | $790 | 12/31/2023 |
| SCHP | 15,125 | $790 | 12/31/2023 |
| Horizons Wealth Management | 15,003 | $783 | 03/31/2024 |
| SCHP | 15,003 | $783 | 03/31/2024 |
| Pinnacle Bank | 14,938 | $779 | 03/31/2024 |
| SCHP | 14,938 | $779 | 03/31/2024 |
| Mattern Wealth Management LLC | 14,804 | $773 | 12/31/2023 |
| SCHP | 14,804 | $773 | 12/31/2023 |
| Client 1ST Advisory Group LLC | 14,640 | $764 | 12/31/2023 |
| SCHP | 14,640 | $764 | 12/31/2023 |
| Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 14,422 | $753 | 12/31/2023 |
| SCHP | 14,422 | $753 | 12/31/2023 |
| Commerce Bank | 14,404 | $752 | 12/31/2023 |
| SCHP | 14,404 | $752 | 12/31/2023 |
| Journey Advisory Group LLC | 14,195 | $741 | 12/31/2023 |
| SCHP | 14,195 | $741 | 12/31/2023 |
| Coldstream Capital Management Inc. | 14,131 | $738 | 12/31/2023 |
| SCHP | 14,131 | $738 | 12/31/2023 |
| WealthPLAN Partners LLC | 14,006 | $731 | 12/31/2023 |
| SCHP | 14,006 | $731 | 12/31/2023 |
| Walter & Keenan Financial Consulting Co. MI ADV | 13,917 | $726 | 12/31/2023 |
| SCHP | 13,917 | $726 | 12/31/2023 |
| Laraway Financial Inc | 13,893 | $725 | 12/31/2023 |
| SCHP | 13,893 | $725 | 12/31/2023 |
| Cedar Brook Financial Partners LLC | 13,847 | $722 | 03/31/2024 |
| SCHP | 13,847 | $722 | 03/31/2024 |
| Arkadios Wealth Advisors | 13,825 | $722 | 12/31/2023 |
| SCHP | 13,825 | $722 | 12/31/2023 |
| Panoramic Investment Advisors LLC | 13,335 | $696 | 03/31/2024 |
| SCHP | 13,335 | $696 | 03/31/2024 |
| CWS Financial Advisors LLC | 13,104 | $684 | 12/31/2023 |
| SCHP | 13,104 | $684 | 12/31/2023 |
| Archvest Wealth Advisors Inc. | 13,075 | $683 | 12/31/2023 |
| SCHP | 13,075 | $683 | 12/31/2023 |
| Cambridge Advisors Inc. | 13,055 | $681 | 03/31/2024 |
| SCHP | 13,055 | $681 | 03/31/2024 |
| Heritage Wealth Advisors | 12,900 | $673 | 12/31/2023 |
| SCHP | 12,900 | $673 | 12/31/2023 |
| Clear Investment Research LLC | 12,834 | $670 | 12/31/2023 |
| SCHP | 12,834 | $670 | 12/31/2023 |
| Walker Asset Management LLC | 12,462 | $650 | 03/31/2024 |
| SCHP | 12,462 | $650 | 03/31/2024 |
| Axxcess Wealth Management LLC | 12,198 | $637 | 12/31/2023 |
| SCHP | 12,198 | $637 | 12/31/2023 |
| Advisory Services Network LLC | 12,137 | $634 | 12/31/2023 |
| SCHP | 12,137 | $634 | 12/31/2023 |
| Prudential Financial Inc. | 11,940 | $623 | 12/31/2023 |
| SCHP | 11,940 | $623 | 12/31/2023 |
| Castle Rock Wealth Management LLC | 11,917 | $618 | 12/31/2023 |
| SCHP | 11,917 | $618 | 12/31/2023 |
| Proequities Inc. | 11,759 | $614 | 12/31/2023 |
| SCHP | 11,759 | $614 | 12/31/2023 |
| Tidemark LLC | 11,662 | $609 | 12/31/2023 |
| SCHP | 11,662 | $609 | 12/31/2023 |
| Tilia Fiduciary Partners Inc. | 11,660 | $608 | 03/31/2024 |
| SCHP | 11,660 | $608 | 03/31/2024 |
| Jackson Creek Investment Advisors LLC | 11,497 | $600 | 12/31/2023 |
| SCHP | 11,497 | $600 | 12/31/2023 |
| Advisory Services & Investments LLC | 11,376 | $593 | 03/31/2024 |
| SCHP | 11,376 | $593 | 03/31/2024 |
| Oder Investment Management LLC | 11,324 | $591 | 12/31/2023 |
| SCHP | 11,324 | $591 | 12/31/2023 |
| Claro Advisors LLC | 11,251 | $587 | 03/31/2024 |
| SCHP | 11,251 | $587 | 03/31/2024 |
| Benjamin F. Edwards & Company Inc. | 11,254 | $587 | 12/31/2023 |
| SCHP | 11,254 | $587 | 12/31/2023 |
| Gradient Capital Advisors LLC | 11,207 | $585 | 03/31/2024 |
| SCHP | 11,207 | $585 | 03/31/2024 |
| SageView Advisory Group LLC | 11,226 | $584 | 12/31/2023 |
| SCHP | 11,226 | $584 | 12/31/2023 |
| Huntington National Bank | 11,160 | $583 | 12/31/2023 |
| SCHP | 11,160 | $583 | 12/31/2023 |
| Global Retirement Partners LLC | 11,123 | $580 | 03/31/2024 |
| SCHP | 11,123 | $580 | 03/31/2024 |
| United Capital Financial Advisers LLC | 11,070 | $578 | 12/31/2023 |
| SCHP | 11,070 | $578 | 12/31/2023 |
| Pinkerton Retirement Specialists LLC | 10,884 | $568 | 12/31/2023 |
| SCHP | 10,884 | $568 | 12/31/2023 |
| Fruth Investment Management | 10,850 | $565 | 03/31/2024 |
| SCHP | 10,850 | $565 | 03/31/2024 |
| Capital Asset Advisory Services LLC | 10,781 | $558 | 03/31/2024 |
| SCHP | 10,781 | $558 | 03/31/2024 |
| Shearwater Capital LLC | 10,648 | $555 | 03/31/2024 |
| SCHP | 10,648 | $555 | 03/31/2024 |
| Jaffetilchin Investment Partners LLC | 10,573 | $552 | 12/31/2023 |
| SCHP | 10,573 | $552 | 12/31/2023 |
| Mount Lucas Management LP | 10,365 | $541 | 12/31/2023 |
| SCHP | 10,365 | $541 | 12/31/2023 |
| Apollon Wealth Management LLC | 10,323 | $539 | 12/31/2023 |
| SCHP | 10,323 | $539 | 12/31/2023 |
| Equitable Holdings Inc. | 9,990 | $521 | 12/31/2023 |
| SCHP | 9,990 | $521 | 12/31/2023 |
| Farther Finance Advisors LLC | 9,866 | $515 | 12/31/2023 |
| SCHP | 9,866 | $515 | 12/31/2023 |
| Latitude Advisors LLC | 9,656 | $504 | 03/31/2024 |
| SCHP | 9,656 | $504 | 03/31/2024 |
| Credit Suisse AG | 9,628 | $503 | 12/31/2023 |
| SCHP | 9,628 | $503 | 12/31/2023 |
| Lateef Investment Management L.P. | 9,580 | $500 | 03/31/2024 |
| SCHP | 9,580 | $500 | 03/31/2024 |
| Cypress Wealth Services LLC | 9,579 | $500 | 03/31/2024 |
| SCHP | 9,579 | $500 | 03/31/2024 |
| Scarborough Advisors LLC | 9,549 | $498 | 12/31/2023 |
| SCHP | 9,549 | $498 | 12/31/2023 |
| First Hawaiian Bank | 9,340 | $487 | 03/31/2024 |
| SCHP | 9,340 | $487 | 03/31/2024 |
| Sheets Smith Wealth Management | 9,321 | $487 | 12/31/2023 |
| SCHP | 9,321 | $487 | 12/31/2023 |
| Community Bank N.A. | 9,326 | $487 | 12/31/2023 |
| SCHP | 9,326 | $487 | 12/31/2023 |
| Rinkey Investments | 9,324 | $487 | 12/31/2023 |
| SCHP | 9,324 | $487 | 12/31/2023 |
| Yoder Wealth Management Inc. | 9,200 | $480 | 03/31/2024 |
| SCHP | 9,200 | $480 | 03/31/2024 |
| Cubic Asset Management LLC | 8,995 | $469 | 03/31/2024 |
| SCHP | 8,995 | $469 | 03/31/2024 |
| Braun Bostich & Associates Inc. | 8,920 | $466 | 12/31/2023 |
| SCHP | 8,920 | $466 | 12/31/2023 |
| Simplicity Wealth LLC | 8,876 | $463 | 03/31/2024 |
| SCHP | 8,876 | $463 | 03/31/2024 |
| Atomi Financial Group Inc. | 8,846 | $462 | 12/31/2023 |
| SCHP | 8,846 | $462 | 12/31/2023 |
| Millennium Management LLC | 8,811 | $460 | 12/31/2023 |
| SCHP | 8,811 | $460 | 12/31/2023 |
| Continuum Advisory LLC | 8,683 | $453 | 12/31/2023 |
| SCHP | 8,683 | $453 | 12/31/2023 |
| Cobblestone Asset Management LLC | 8,609 | $449 | 03/31/2024 |
| SCHP | 8,609 | $449 | 03/31/2024 |
| Significant Wealth Partners LLC | 8,608 | $449 | 12/31/2023 |
| SCHP | 8,608 | $449 | 12/31/2023 |
| National Asset Management Inc. | 8,410 | $439 | 12/31/2023 |
| SCHP | 8,410 | $439 | 12/31/2023 |
| We Are One Seven LLC | 8,356 | $436 | 12/31/2023 |
| SCHP | 8,356 | $436 | 12/31/2023 |
| Avaii Wealth Management LLC | 8,321 | $434 | 12/31/2023 |
| SCHP | 8,321 | $434 | 12/31/2023 |
| RWM Asset Management LLC | 8,095 | $422 | 03/31/2024 |
| SCHP | 8,095 | $422 | 03/31/2024 |
| Summit Global Investments | 8,034 | $419 | 12/31/2023 |
| SCHP | 8,034 | $419 | 12/31/2023 |
| Zhang Financial LLC | 7,950 | $415 | 03/31/2024 |
| SCHP | 7,950 | $415 | 03/31/2024 |
| Main Street Financial Solutions LLC | 7,906 | $412 | 03/31/2024 |
| SCHP | 7,906 | $412 | 03/31/2024 |
| Berger Financial Group Inc | 7,904 | $412 | 03/31/2024 |
| SCHP | 7,904 | $412 | 03/31/2024 |
| Blair William & Co. IL | 7,859 | $410 | 12/31/2023 |
| SCHP | 7,859 | $410 | 12/31/2023 |
| Brighton Jones LLC | 7,790 | $407 | 12/31/2023 |
| SCHP | 7,790 | $407 | 12/31/2023 |
| Bank of Montreal Can | 7,733 | $405 | 12/31/2023 |
| SCHP | 7,733 | $405 | 12/31/2023 |
| Strategic Financial Concepts LLC | 7,634 | $398 | 03/31/2024 |
| SCHP | 7,634 | $398 | 03/31/2024 |
| Ameritas Advisory Services LLC | 7,637 | $397 | 12/31/2023 |
| SCHP | 7,637 | $397 | 12/31/2023 |
| WT Wealth Management | 7,576 | $395 | 12/31/2023 |
| SCHP | 7,576 | $395 | 12/31/2023 |
| KMG Fiduciary Partners LLC | 7,535 | $393 | 03/31/2024 |
| SCHP | 7,535 | $393 | 03/31/2024 |
| Vantage Financial Partners LLC | 7,513 | $392 | 12/31/2023 |
| SCHP | 7,513 | $392 | 12/31/2023 |
| Mason Investment Advisory Services Inc. | 7,494 | $391 | 12/31/2023 |
| SCHP | 7,494 | $391 | 12/31/2023 |
| Vista Private Wealth Partners. LLC | 7,485 | $389 | 12/31/2023 |
| SCHP | 7,485 | $389 | 12/31/2023 |
| Barrett & Company Inc. | 7,351 | $383 | 03/31/2024 |
| SCHP | 7,351 | $383 | 03/31/2024 |
| Invesco Ltd. | 7,301 | $381 | 12/31/2023 |
| SCHP | 7,301 | $381 | 12/31/2023 |
| Sigma Planning Corp | 7,285 | $380 | 12/31/2023 |
| SCHP | 7,285 | $380 | 12/31/2023 |
| Integrated Advisors Network LLC | 7,231 | $377 | 12/31/2023 |
| SCHP | 7,231 | $377 | 12/31/2023 |
| Wealthsource Partners LLC | 7,202 | $376 | 12/31/2023 |
| SCHP | 7,202 | $376 | 12/31/2023 |
| MONECO Advisors LLC | 7,103 | $370 | 03/31/2024 |
| SCHP | 7,103 | $370 | 03/31/2024 |
| Advisors Asset Management Inc. | 7,089 | $370 | 12/31/2023 |
| SCHP | 7,089 | $370 | 12/31/2023 |
| Hardy Reed LLC | 6,947 | $363 | 12/31/2023 |
| SCHP | 6,947 | $363 | 12/31/2023 |
| Personal Resources Investment & Strategic Management Inc. | 6,904 | $360 | 03/31/2024 |
| SCHP | 6,904 | $360 | 03/31/2024 |
| Leading Edge Financial Planning LLC | 6,760 | $353 | 12/31/2023 |
| SCHP | 6,760 | $353 | 12/31/2023 |
| Mid American Wealth Advisory Group Inc. | 6,632 | $346 | 03/31/2024 |
| SCHP | 6,632 | $346 | 03/31/2024 |
| Duff & Phelps Investment Management Co. | 6,600 | $345 | 12/31/2023 |
| SCHP | 6,600 | $345 | 12/31/2023 |
| OLD National Bancorp IN | 6,596 | $344 | 03/31/2024 |
| SCHP | 6,596 | $344 | 03/31/2024 |
| InterOcean Capital Group LLC | 6,531 | $341 | 12/31/2023 |
| SCHP | 6,531 | $341 | 12/31/2023 |
| PFG Investments LLC | 6,490 | $339 | 03/31/2024 |
| SCHP | 6,490 | $339 | 03/31/2024 |
| Independent Advisor Alliance | 6,499 | $339 | 12/31/2023 |
| SCHP | 6,499 | $339 | 12/31/2023 |
| Flagship Harbor Advisors LLC | 6,442 | $336 | 03/31/2024 |
| SCHP | 6,442 | $336 | 03/31/2024 |
| Moneta Group Investment Advisors LLC | 6,414 | $335 | 12/31/2023 |
| SCHP | 6,414 | $335 | 12/31/2023 |
| Aprio Wealth Management LLC | 6,300 | $329 | 03/31/2024 |
| SCHP | 6,300 | $329 | 03/31/2024 |
| Red Wave Investments LLC | 6,207 | $324 | 12/31/2023 |
| SCHP | 6,207 | $324 | 12/31/2023 |
| Bridgeworth LLC | 6,196 | $323 | 12/31/2023 |
| SCHP | 6,196 | $323 | 12/31/2023 |
| Pinnacle Wealth Management Group Inc. | 6,000 | $313 | 03/31/2024 |
| SCHP | 6,000 | $313 | 03/31/2024 |
| Addison Capital Co | 5,946 | $310 | 12/31/2023 |
| SCHP | 5,946 | $310 | 12/31/2023 |
| Prospera Financial Services Inc | 5,921 | $309 | 12/31/2023 |
| SCHP | 5,921 | $309 | 12/31/2023 |
| Connectus Wealth LLC | 5,795 | $302 | 12/31/2023 |
| SCHP | 5,795 | $302 | 12/31/2023 |
| Octavia Wealth Advisors LLC | 5,623 | $293 | 03/31/2024 |
| SCHP | 5,623 | $293 | 03/31/2024 |
| Wolverine Trading LLC | $292 | 12/31/2023 | |
| Call | 5,600 | $292 | 12/31/2023 |
| Burns Matteson Capital Management LLC | 5,597 | $292 | 12/31/2023 |
| SCHP | 5,597 | $292 | 12/31/2023 |
| Sound Stewardship LLC | 5,599 | $292 | 12/31/2023 |
| SCHP | 5,599 | $292 | 12/31/2023 |
| Coastwise Capital Group LLC | 5,567 | $291 | 12/31/2023 |
| SCHP | 5,567 | $291 | 12/31/2023 |
| Gray Wealth Management Inc. | 5,573 | $291 | 12/31/2023 |
| SCHP | 5,573 | $291 | 12/31/2023 |
| Capital Investment Advisors LLC | 5,560 | $290 | 03/31/2024 |
| SCHP | 5,560 | $290 | 03/31/2024 |
| Petra Financial Advisors Inc. | 5,530 | $289 | 03/31/2024 |
| SCHP | 5,530 | $289 | 03/31/2024 |
| MidWestOne Financial Group Inc. | 5,542 | $289 | 12/31/2023 |
| SCHP | 5,542 | $289 | 12/31/2023 |
| Strategic Financial Services Inc | 5,468 | $285 | 12/31/2023 |
| SCHP | 5,468 | $285 | 12/31/2023 |
| EverSource Wealth Advisors LLC | 5,453 | $285 | 12/31/2023 |
| SCHP | 5,453 | $285 | 12/31/2023 |
| GYL Financial Synergies LLC | 5,337 | $279 | 12/31/2023 |
| SCHP | 5,337 | $279 | 12/31/2023 |
| Traveka Wealth LLC | 5,118 | $267 | 03/31/2024 |
| SCHP | 5,118 | $267 | 03/31/2024 |
| Vista Capital Partners Inc. | 5,102 | $266 | 12/31/2023 |
| SCHP | 5,102 | $266 | 12/31/2023 |
| Jackson Hole Capital Partners LLC | 5,091 | $266 | 12/31/2023 |
| SCHP | 5,091 | $266 | 12/31/2023 |
| Keybank National Association OH | 5,055 | $264 | 12/31/2023 |
| SCHP | 5,055 | $264 | 12/31/2023 |
| Parkside Financial Bank & Trust | 5,000 | $261 | 12/31/2023 |
| SCHP | 5,000 | $261 | 12/31/2023 |
| VPR Management LLC | 5,000 | $261 | 12/31/2023 |
| SCHP | 5,000 | $261 | 12/31/2023 |
| Liberty Capital Management Inc. | 4,992 | $260 | 03/31/2024 |
| SCHP | 4,992 | $260 | 03/31/2024 |
| Guardian Financial Partners LLC | 4,914 | $256 | 03/31/2024 |
| SCHP | 4,914 | $256 | 03/31/2024 |
| Allworth Financial LP | 4,859 | $253 | 03/31/2024 |
| SCHP | 4,859 | $253 | 03/31/2024 |
| Concentric Wealth Management LLC | 4,750 | $248 | 12/31/2023 |
| SCHP | 4,750 | $248 | 12/31/2023 |
| Alhambra Investment Partners LLC | 4,714 | $246 | 03/31/2024 |
| SCHP | 4,714 | $246 | 03/31/2024 |
| Headinvest LLC | 4,640 | $242 | 12/31/2023 |
| SCHP | 4,640 | $242 | 12/31/2023 |
| Gratus Capital LLC | 4,561 | $238 | 12/31/2023 |
| SCHP | 4,561 | $238 | 12/31/2023 |
| Beacon Capital Management LLC | 4,671 | $236 | 12/31/2023 |
| SCHP | 4,671 | $236 | 12/31/2023 |
| Iron Horse Wealth Management LLC | 4,512 | $235 | 03/31/2024 |
| SCHP | 4,512 | $235 | 03/31/2024 |
| UMB Bank N A MO | 4,489 | $234 | 03/31/2024 |
| SCHP | 4,489 | $234 | 03/31/2024 |
| DiMeo Schneider & Associates L.L.C. | 4,450 | $232 | 12/31/2023 |
| SCHP | 4,450 | $232 | 12/31/2023 |
| Private Client Services LLC | 4,397 | $230 | 12/31/2023 |
| SCHP | 4,397 | $230 | 12/31/2023 |
| Fisher Asset Management LLC | 4,382 | $229 | 12/31/2023 |
| SCHP | 4,382 | $229 | 12/31/2023 |
| Jmac Enterprises LLC | 4,305 | $225 | 12/31/2023 |
| SCHP | 4,305 | $225 | 12/31/2023 |
| Mayport LLC | 4,300 | $224 | 03/31/2024 |
| SCHP | 4,300 | $224 | 03/31/2024 |
| Cresset Asset Management LLC | 4,235 | $221 | 12/31/2023 |
| SCHP | 4,235 | $221 | 12/31/2023 |
| Great Valley Advisor Group Inc. | 4,232 | $221 | 12/31/2023 |
| SCHP | 4,232 | $221 | 12/31/2023 |
| Patriot Financial Group Insurance Agency LLC | 4,216 | $220 | 12/31/2023 |
| SCHP | 4,216 | $220 | 12/31/2023 |
| Tempus Wealth Planning LLC | 4,166 | $217 | 03/31/2024 |
| SCHP | 4,166 | $217 | 03/31/2024 |
| CoreCap Advisors LLC | 4,137 | $216 | 12/31/2023 |
| SCHP | 4,137 | $216 | 12/31/2023 |
| Beacon Bridge Wealth Partners LLC | 4,133 | $216 | 12/31/2023 |
| SCHP | 4,133 | $216 | 12/31/2023 |
| IVC Wealth Advisors LLC | 4,099 | $214 | 03/31/2024 |
| SCHP | 4,099 | $214 | 03/31/2024 |
| Topel & Distasi Wealth Management LLC | 4,056 | $212 | 12/31/2023 |
| SCHP | 4,056 | $212 | 12/31/2023 |
| Covestor Ltd | 4,060 | $212 | 12/31/2023 |
| SCHP | 4,060 | $212 | 12/31/2023 |
| Arlington Financial Advisors LLC | 4,036 | $211 | 03/31/2024 |
| SCHP | 4,036 | $211 | 03/31/2024 |
| Blume Capital Management Inc. | 4,000 | $209 | 12/31/2023 |
| SCHP | 4,000 | $209 | 12/31/2023 |
| Valtinson Bruner Financial Planning LLC | 3,991 | $208 | 12/31/2023 |
| SCHP | 3,991 | $208 | 12/31/2023 |
| Williams Jones Wealth Management LLC. | 3,978 | $208 | 12/31/2023 |
| SCHP | 3,978 | $208 | 12/31/2023 |
| HB Wealth Management LLC | 3,957 | $207 | 12/31/2023 |
| SCHP | 3,957 | $207 | 12/31/2023 |
| Consolidated Portfolio Review Corp | 3,969 | $207 | 12/31/2023 |
| SCHP | 3,969 | $207 | 12/31/2023 |
| Peapack Gladstone Financial Corp | 3,830 | $200 | 12/31/2023 |
| SCHP | 3,830 | $200 | 12/31/2023 |
| PBMares Wealth Management LLC | 3,837 | $200 | 12/31/2023 |
| SCHP | 3,837 | $200 | 12/31/2023 |
| Financial Connections Group Inc. | 3,825 | $199 | 12/31/2023 |
| SCHP | 3,825 | $199 | 12/31/2023 |
| Bartlett & Co. LLC | 3,794 | $198 | 12/31/2023 |
| SCHP | 3,794 | $198 | 12/31/2023 |
| Bartlett & CO. Wealth Management LLC | 3,794 | $198 | 12/31/2023 |
| SCHP | 3,794 | $198 | 12/31/2023 |
| EP Wealth Advisors LLC | 3,773 | $197 | 12/31/2023 |
| SCHP | 3,773 | $197 | 12/31/2023 |
| Smartleaf Asset Management LLC | 3,624 | $189 | 12/31/2023 |
| SCHP | 3,624 | $189 | 12/31/2023 |
| Whittier Trust Co. | 3,517 | $184 | 12/31/2023 |
| SCHP | 3,517 | $184 | 12/31/2023 |
| Clearstead Advisors LLC | 3,224 | $168 | 12/31/2023 |
| SCHP | 3,224 | $168 | 12/31/2023 |
| Larson Financial Group LLC | 3,178 | $166 | 12/31/2023 |
| SCHP | 3,178 | $166 | 12/31/2023 |
| Caitlin John LLC | 3,126 | $163 | 12/31/2023 |
| SCHP | 3,126 | $163 | 12/31/2023 |
| ORG Partners LLC | 2,988 | $156 | 12/31/2023 |
| SCHP | 2,988 | $156 | 12/31/2023 |
| Ballast Advisors LLC | 2,664 | $139 | 12/31/2023 |
| SCHP | 2,664 | $139 | 12/31/2023 |
| Richardson Financial Services Inc. | 2,576 | $134 | 12/31/2023 |
| SCHP | 2,576 | $134 | 12/31/2023 |
| CWM LLC | 2,381 | $124 | 03/31/2024 |
| SCHP | 2,381 | $124 | 03/31/2024 |
| Smithfield Trust Co. | 2,234 | $116 | 12/31/2023 |
| SCHP | 2,234 | $116 | 12/31/2023 |
| Lee Financial Co | 2,189 | $114 | 12/31/2023 |
| SCHP | 2,189 | $114 | 12/31/2023 |
| Roble Belko & Company Inc | 2,167 | $113 | 03/31/2024 |
| SCHP | 2,167 | $113 | 03/31/2024 |
| Parallel Advisors LLC | 2,144 | $112 | 12/31/2023 |
| SCHP | 2,144 | $112 | 12/31/2023 |
| GPS Wealth Strategies Group LLC | 2,143 | $112 | 12/31/2023 |
| SCHP | 2,143 | $112 | 12/31/2023 |
| Johnson Financial Group Inc. | 2,100 | $110 | 12/31/2023 |
| SCHP | 2,100 | $110 | 12/31/2023 |
| AlphaCentric Advisors LLC | 1,912 | $100 | 03/31/2024 |
| SCHP | 1,912 | $100 | 03/31/2024 |
| Atlas Capital Advisors LLC | 1,796 | $94 | 03/31/2024 |
| SCHP | 1,796 | $94 | 03/31/2024 |
| Spire Wealth Management | 1,571 | $82 | 03/31/2024 |
| SCHP | 1,571 | $82 | 03/31/2024 |
| Private Ocean LLC | 1,560 | $81 | 03/31/2024 |
| SCHP | 1,560 | $81 | 03/31/2024 |
| Front Row Advisors LLC | 1,530 | $80 | 12/31/2023 |
| SCHP | 1,530 | $80 | 12/31/2023 |
| Private Trust Co. NA | 1,517 | $79 | 03/31/2024 |
| SCHP | 1,517 | $79 | 03/31/2024 |
| Headlands Technologies LLC | 1,493 | $78 | 12/31/2023 |
| SCHP | 1,493 | $78 | 12/31/2023 |
| Sunbelt Securities Inc. | 1,451 | $76 | 03/31/2024 |
| SCHP | 1,451 | $76 | 03/31/2024 |
| Howe & Rusling Inc. | 1,427 | $74 | 12/31/2023 |
| SCHP | 1,427 | $74 | 12/31/2023 |
| Contravisory Investment Management Inc. | 1,386 | $72 | 03/31/2024 |
| SCHP | 1,386 | $72 | 03/31/2024 |
| Hanson & Doremus Investment Management | 1,346 | $70 | 03/31/2024 |
| SCHP | 1,346 | $70 | 03/31/2024 |
| Ameritas Investment Partners Inc. | 1,324 | $69 | 12/31/2023 |
| SCHP | 1,324 | $69 | 12/31/2023 |
| Toth Financial Advisory Corp | 1,313 | $68 | 03/31/2024 |
| SCHP | 1,313 | $68 | 03/31/2024 |
| Cordant Inc. | 1,282 | $67 | 03/31/2024 |
| SCHP | 1,282 | $67 | 03/31/2024 |
| National Bank of Canada FI | 1,283 | $66 | 12/31/2023 |
| SCHP | 1,283 | $66 | 12/31/2023 |
| Investors Research Corp | 1,166 | $61 | 12/31/2023 |
| SCHP | 1,166 | $61 | 12/31/2023 |
| Financial Synergies Wealth Advisors Inc. | 1,152 | $60 | 03/31/2024 |
| SCHP | 1,152 | $60 | 03/31/2024 |
| First Community Trust NA | 1,050 | $55 | 03/31/2024 |
| SCHP | 1,050 | $55 | 03/31/2024 |
| Capital Investment Advisory Services LLC | 1,053 | $55 | 03/31/2024 |
| SCHP | 1,053 | $55 | 03/31/2024 |
| Cape Investment Advisory Inc. | 1,061 | $55 | 12/31/2023 |
| SCHP | 1,061 | $55 | 12/31/2023 |
| Versant Capital Management Inc | 1,008 | $53 | 03/31/2024 |
| SCHP | 1,008 | $53 | 03/31/2024 |
| Atlantic Trust LLC | 1,000 | $52 | 12/31/2023 |
| SCHP | 1,000 | $52 | 12/31/2023 |
| Team Financial Group LLC | 1,000 | $52 | 12/31/2023 |
| SCHP | 1,000 | $52 | 12/31/2023 |
| Crewe Advisors LLC | 930 | $49 | 12/31/2023 |
| SCHP | 930 | $49 | 12/31/2023 |
| Pflug Koory LLC | 927 | $48 | 03/31/2024 |
| SCHP | 927 | $48 | 03/31/2024 |
| Barclays PLC | 886 | $46 | 12/31/2023 |
| SCHP | 886 | $46 | 12/31/2023 |
| Glass Jacobson Investment Advisors llc | 846 | $44 | 03/31/2024 |
| SCHP | 846 | $44 | 03/31/2024 |
| S.A. Mason LLC | 820 | $43 | 03/31/2024 |
| SCHP | 820 | $43 | 03/31/2024 |
| Colonial Trust Co SC | 800 | $42 | 12/31/2023 |
| SCHP | 800 | $42 | 12/31/2023 |
| The Manufacturers Life Insurance Company | 676 | $35 | 12/31/2023 |
| SCHP | 676 | $35 | 12/31/2023 |
| Castleview Partners LLC | 668 | $35 | 12/31/2023 |
| SCHP | 668 | $35 | 12/31/2023 |
| LGT Financial Advisors LLC | 660 | $34 | 12/31/2023 |
| SCHP | 660 | $34 | 12/31/2023 |
| NBC Securities Inc. | 650 | $33 | 03/31/2024 |
| SCHP | 650 | $33 | 03/31/2024 |
| Bangor Savings Bank | 598 | $31 | 03/31/2024 |
| SCHP | 598 | $31 | 03/31/2024 |
| Independence Bank of Kentucky | 600 | $31 | 03/31/2024 |
| SCHP | 600 | $31 | 03/31/2024 |
| DAGCO Inc. | 577 | $30 | 12/31/2023 |
| SCHP | 577 | $30 | 12/31/2023 |
| Dynamic Wealth Strategies LLC | 577 | $30 | 12/31/2023 |
| SCHP | 577 | $30 | 12/31/2023 |
| Harbor Investment Advisory LLC | 562 | $29 | 03/31/2024 |
| SCHP | 562 | $29 | 03/31/2024 |
| Carmichael Hill & Associates Inc. | 560 | $29 | 03/31/2024 |
| SCHP | 560 | $29 | 03/31/2024 |
| Mather Group LLC. | 515 | $27 | 03/31/2024 |
| SCHP | 515 | $27 | 03/31/2024 |
| Householder Group Estate & Retirement Specialist LLC | 526 | $27 | 12/31/2023 |
| SCHP | 526 | $27 | 12/31/2023 |
| Asset Dedication LLC | 496 | $26 | 03/31/2024 |
| SCHP | 496 | $26 | 03/31/2024 |
| Northwest Capital Management Inc | 502 | $26 | 03/31/2024 |
| SCHP | 502 | $26 | 03/31/2024 |
| Transcendent Capital Group LLC | 494 | $26 | 03/31/2024 |
| SCHP | 494 | $26 | 03/31/2024 |
| Bogart Wealth LLC | 488 | $25 | 03/31/2024 |
| SCHP | 488 | $25 | 03/31/2024 |
| FinTrust Capital Advisors LLC | 474 | $25 | 12/31/2023 |
| SCHP | 474 | $25 | 12/31/2023 |
| Aptus Capital Advisors LLC | 485 | $25 | 12/31/2023 |
| SCHP | 485 | $25 | 12/31/2023 |
| Rockbridge Investment Management LCC | 485 | $25 | 12/31/2023 |
| SCHP | 485 | $25 | 12/31/2023 |
| Salem Investment Counselors Inc. | 451 | $24 | 03/31/2024 |
| SCHP | 451 | $24 | 03/31/2024 |
| Blue Bell Private Wealth Management LLC | 452 | $24 | 03/31/2024 |
| SCHP | 452 | $24 | 03/31/2024 |
| Richardson Capital Management LLC | 419 | $22 | 03/31/2024 |
| SCHP | 419 | $22 | 03/31/2024 |
| Chilton Capital Management LLC | 428 | $22 | 12/31/2023 |
| SCHP | 428 | $22 | 12/31/2023 |
| Capital Analysts LLC | 423 | $22 | 12/31/2023 |
| SCHP | 423 | $22 | 12/31/2023 |
| WealthShield Partners LLC | 424 | $22 | 12/31/2023 |
| SCHP | 424 | $22 | 12/31/2023 |
| Bessemer Group Inc. | 400 | $21 | 12/31/2023 |
| SCHP | 400 | $21 | 12/31/2023 |
| Coppell Advisory Solutions LLC | 380 | $20 | 12/31/2023 |
| SCHP | 380 | $20 | 12/31/2023 |
| Aspire Private Capital LLC | 373 | $19 | 03/31/2024 |
| SCHP | 373 | $19 | 03/31/2024 |
| Delta Asset Management LLC TN | 366 | $19 | 12/31/2023 |
| SCHP | 366 | $19 | 12/31/2023 |
| Lowe Wealth Advisors LLC | 352 | $18 | 03/31/2024 |
| SCHP | 352 | $18 | 03/31/2024 |
| SJS Investment Consulting Inc. | 319 | $17 | 03/31/2024 |
| SCHP | 319 | $17 | 03/31/2024 |
| BOKF NA | 331 | $17 | 12/31/2023 |
| SCHP | 331 | $17 | 12/31/2023 |
| Clarkston Capital Partners LLC | 325 | $17 | 12/31/2023 |
| SCHP | 325 | $17 | 12/31/2023 |
| Carolinas Wealth Consulting LLC | 306 | $16 | 12/31/2023 |
| SCHP | 306 | $16 | 12/31/2023 |
| Davis Capital Management | 287 | $15 | 03/31/2024 |
| SCHP | 287 | $15 | 03/31/2024 |
| Game Plan Financial Advisors LLC | 275 | $14 | 03/31/2024 |
| SCHP | 275 | $14 | 03/31/2024 |
| Hexagon Capital Partners LLC | 261 | $14 | 03/31/2024 |
| SCHP | 261 | $14 | 03/31/2024 |
| Townsend Asset Management Corp NC ADV | 268 | $14 | 12/31/2023 |
| SCHP | 268 | $14 | 12/31/2023 |
| Keener Financial Planning LLC | 242 | $13 | 12/31/2023 |
| SCHP | 242 | $13 | 12/31/2023 |
| AlphaMark Advisors LLC | 238 | $12 | 03/31/2024 |
| SCHP | 238 | $12 | 03/31/2024 |
| Tsfg LLC | 236 | $12 | 03/31/2024 |
| SCHP | 236 | $12 | 03/31/2024 |
| Coastal Investment Advisors Inc. | 212 | $11 | 03/31/2024 |
| SCHP | 212 | $11 | 03/31/2024 |
| Geneos Wealth Management Inc. | 203 | $11 | 12/31/2023 |
| SCHP | 203 | $11 | 12/31/2023 |
| Key Financial Inc | 213 | $11 | 12/31/2023 |
| SCHP | 213 | $11 | 12/31/2023 |
| Emfo LLC | 214 | $11 | 12/31/2023 |
| SCHP | 214 | $11 | 12/31/2023 |
| Vima LLC | 220 | $11 | 12/31/2023 |
| SCHP | 220 | $11 | 12/31/2023 |
| Founders Capital Management | 193 | $10 | 03/31/2024 |
| SCHP | 193 | $10 | 03/31/2024 |
| Sound Income Strategies LLC | 187 | $10 | 03/31/2024 |
| SCHP | 187 | $10 | 03/31/2024 |
| Foster Dykema Cabot & Partners LLC | 201 | $10 | 12/31/2023 |
| SCHP | 201 | $10 | 12/31/2023 |
| Tompkins Financial Corp | 180 | $9 | 03/31/2024 |
| SCHP | 180 | $9 | 03/31/2024 |
| YHB Investment Advisors Inc. | 180 | $9 | 03/31/2024 |
| SCHP | 180 | $9 | 03/31/2024 |
| LifeSteps Financial Inc. | 172 | $9 | 03/31/2024 |
| SCHP | 172 | $9 | 03/31/2024 |
| Plante Moran Financial Advisors LLC | 170 | $9 | 12/31/2023 |
| SCHP | 170 | $9 | 12/31/2023 |
| Baystate Wealth Management LLC | 181 | $9 | 12/31/2023 |
| SCHP | 181 | $9 | 12/31/2023 |
| Avion Wealth | 170 | $9 | 12/31/2023 |
| SCHP | 170 | $9 | 12/31/2023 |
| Richard W. Paul & Associates LLC | 169 | $9 | 12/31/2023 |
| SCHP | 169 | $9 | 12/31/2023 |
| Able Wealth Management LLC | 174 | $9 | 12/31/2023 |
| SCHP | 174 | $9 | 12/31/2023 |
| Creekmur Asset Management LLC | 166 | $9 | 12/31/2023 |
| SCHP | 166 | $9 | 12/31/2023 |
| Archer Investment Corp | 146 | $8 | 12/31/2023 |
| SCHP | 146 | $8 | 12/31/2023 |
| Sandy Spring Bank | 140 | $7 | 12/31/2023 |
| SCHP | 140 | $7 | 12/31/2023 |
| Cornerstone Planning Group LLC | 128 | $7 | 12/31/2023 |
| SCHP | 128 | $7 | 12/31/2023 |
| Dunhill Financial LLC | 131 | $7 | 12/31/2023 |
| SCHP | 131 | $7 | 12/31/2023 |
| Cutler Group LP | $6 | 03/31/2024 | |
| Call | 4,700 | $6 | 03/31/2024 |
| Cardiff Park Advisors LLC | 108 | $6 | 12/31/2023 |
| SCHP | 108 | $6 | 12/31/2023 |
| Main Street Group LTD | 116 | $6 | 12/31/2023 |
| SCHP | 116 | $6 | 12/31/2023 |
| Gradient Investments LLC | 88 | $5 | 03/31/2024 |
| SCHP | 88 | $5 | 03/31/2024 |
| First Horizon Advisors Inc. | 87 | $5 | 03/31/2024 |
| SCHP | 87 | $5 | 03/31/2024 |
| Motco | 89 | $5 | 12/31/2023 |
| SCHP | 89 | $5 | 12/31/2023 |
| AlphaCore Capital LLC | 89 | $5 | 12/31/2023 |
| SCHP | 89 | $5 | 12/31/2023 |
| Live Oak Investment Partners | 104 | $5 | 12/31/2023 |
| SCHP | 104 | $5 | 12/31/2023 |
| Aspire Wealth Management Corp | 90 | $5 | 12/31/2023 |
| SCHP | 90 | $5 | 12/31/2023 |
| Horrell Capital Management Inc. | 82 | $4 | 03/31/2024 |
| SCHP | 82 | $4 | 03/31/2024 |
| Wagner Wealth Management LLC | 83 | $4 | 03/31/2024 |
| SCHP | 83 | $4 | 03/31/2024 |
| Cullen Frost Bankers Inc. | 78 | $4 | 12/31/2023 |
| SCHP | 78 | $4 | 12/31/2023 |
| Founders Financial Alliance LLC | 69 | $4 | 12/31/2023 |
| SCHP | 69 | $4 | 12/31/2023 |
| Bradley & Co. Private Wealth Management LLC | 82 | $4 | 12/31/2023 |
| SCHP | 82 | $4 | 12/31/2023 |
| Northwest Financial Advisors | 78 | $4 | 12/31/2023 |
| SCHP | 78 | $4 | 12/31/2023 |
| APCM Wealth Management for Individuals | 64 | $3 | 03/31/2024 |
| SCHP | 64 | $3 | 03/31/2024 |
| SOA Wealth Advisors LLC. | 57 | $3 | 03/31/2024 |
| SCHP | 57 | $3 | 03/31/2024 |
| BNP Paribas Arbitrage SA | 66 | $3 | 12/31/2023 |
| SCHP | 66 | $3 | 12/31/2023 |
| BlackRock Inc. | 52 | $3 | 12/31/2023 |
| SCHP | 52 | $3 | 12/31/2023 |
| Colonial Trust Advisors | 55 | $3 | 12/31/2023 |
| SCHP | 55 | $3 | 12/31/2023 |
| Global Wealth Management Investment Advisory Inc. | 49 | $3 | 12/31/2023 |
| SCHP | 49 | $3 | 12/31/2023 |
| Ronald Blue Trust Inc. | 58 | $3 | 12/31/2023 |
| SCHP | 58 | $3 | 12/31/2023 |
| Tucker Asset Management LLC | 66 | $3 | 12/31/2023 |
| SCHP | 66 | $3 | 12/31/2023 |
| Cassady Schiller Wealth Management LLC | 53 | $3 | 12/31/2023 |
| SCHP | 53 | $3 | 12/31/2023 |
| DHJJ Financial Advisors Ltd. | 31 | $2 | 03/31/2024 |
| SCHP | 31 | $2 | 03/31/2024 |
| Whittier Trust Co. of Nevada Inc. | 39 | $2 | 12/31/2023 |
| SCHP | 39 | $2 | 12/31/2023 |
| Signaturefd LLC | 30 | $2 | 12/31/2023 |
| SCHP | 30 | $2 | 12/31/2023 |
| Tower Research Capital LLC TRC | 31 | $2 | 12/31/2023 |
| SCHP | 31 | $2 | 12/31/2023 |
| Life Planning Partners Inc | 35 | $2 | 12/31/2023 |
| SCHP | 35 | $2 | 12/31/2023 |
| RFP Financial Group LLC | 30 | $2 | 12/31/2023 |
| SCHP | 30 | $2 | 12/31/2023 |
| Wiser Advisor Group LLC | 45 | $2 | 12/31/2023 |
| SCHP | 45 | $2 | 12/31/2023 |
| Caldwell Sutter Capital Inc. | 27 | $1 | 03/31/2024 |
| SCHP | 27 | $1 | 03/31/2024 |
| Financial Management Professionals Inc. | 12 | $1 | 03/31/2024 |
| SCHP | 12 | $1 | 03/31/2024 |
| Global Wealth Strategies & Associates | 17 | $1 | 03/31/2024 |
| SCHP | 17 | $1 | 03/31/2024 |
| Transamerica Financial Advisors Inc. | 16 | $1 | 12/31/2023 |
| SCHP | 16 | $1 | 12/31/2023 |
| NewSquare Capital LLC | 15 | $1 | 12/31/2023 |
| SCHP | 15 | $1 | 12/31/2023 |
| First Command Advisory Services Inc. | 12 | $1 | 12/31/2023 |
| SCHP | 12 | $1 | 12/31/2023 |
| Centerpoint Advisors LLC | 10 | $1 | 12/31/2023 |
| SCHP | 10 | $1 | 12/31/2023 |
| Element Wealth LLC | 25 | $1 | 12/31/2023 |
| SCHP | 25 | $1 | 12/31/2023 |
| NWK Group Inc. | 18 | $1 | 12/31/2023 |
| SCHP | 18 | $1 | 12/31/2023 |
| Addison Advisors LLC | 24 | $1 | 12/31/2023 |
| SCHP | 24 | $1 | 12/31/2023 |
| Impact Partnership Wealth LLC | 18 | $1 | 12/31/2023 |
| SCHP | 18 | $1 | 12/31/2023 |
| Abich Financial Wealth Management LLC | 15 | $1 | 12/31/2023 |
| SCHP | 15 | $1 | 12/31/2023 |
| Hobbs Group Advisors LLC | 21 | $1 | 12/31/2023 |
| SCHP | 21 | $1 | 12/31/2023 |
| ST Germain D J Co. Inc. | 1 | $0 | 03/31/2024 |
| SCHP | 1 | $0 | 03/31/2024 |
| NBT Bank N A NY | 2 | $0 | 03/31/2024 |
| SCHP | 2 | $0 | 03/31/2024 |
| Moisand Fitzgerald Tamayo LLC | 8 | $0 | 03/31/2024 |
| SCHP | 8 | $0 | 03/31/2024 |
| O Shaughnessy Asset Management LLC | 2 | $0 | 12/31/2023 |
| SCHP | 2 | $0 | 12/31/2023 |
| Financial Gravity Asset Management Inc. | 4 | $0 | 12/31/2023 |
| SCHP | 4 | $0 | 12/31/2023 |
| Oliver Lagore Vanvalin Investment Group | 7 | $0 | 12/31/2023 |
| SCHP | 7 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SCHP
See Details: Top 10 Hedge Funds Holding SCHP
Also See: SCHP Holdings Changes
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