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 AG4,803,201$276,232 03/31/2020
     SCHP4,803,201$276,232 03/31/2020
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 DE2,252,341$129,530 03/31/2020
     SCHP2,252,341$129,530 03/31/2020
MD Financial Management Inc.1,735,416$99,804 03/31/2020
     SCHP1,735,416$99,804 03/31/2020
Adventist Health System Sunbelt Healthcare Corp1,618,827$93,099 03/31/2020
     SCHP1,618,827$93,099 03/31/2020
FMR LLC1,341,755$77,164 03/31/2020
     SCHP1,341,755$77,164 03/31/2020
Envestnet Asset Management Inc.1,280,765$73,657 03/31/2020
     SCHP1,280,765$73,657 03/31/2020
Wells Fargo & Company MN1,065,401$61,272 03/31/2020
     SCHP1,065,401$61,272 03/31/2020
Morningstar Investment Services LLC1,020,095$58,788 03/31/2020
     SCHP1,020,095$58,788 03/31/2020
NextCapital Advisers Inc.1,009,727$58,190 03/31/2020
     SCHP1,009,727$58,190 03/31/2020
Madison Asset Management LLC897,241$51,600 03/31/2020
     SCHP897,241$51,600 03/31/2020
Fund Evaluation Group LLC797,919$45,888 03/31/2020
     SCHP797,919$45,888 03/31/2020
Wealthcare Capital Management LLC774,560$44,545 03/31/2020
     SCHP774,560$44,545 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
Morgan Stanley478,835$27,537 03/31/2020
     SCHP478,835$27,537 03/31/2020
Bank of New York Mellon Corp437,292$25,149 03/31/2020
     SCHP437,292$25,149 03/31/2020
Fifth Third Bancorp422,538$24,300 03/31/2020
     SCHP422,538$24,300 03/31/2020
LVW Advisors LLC407,860$23,456 03/31/2020
     SCHP407,860$23,456 03/31/2020
Lutz Financial Services LLC398,016$22,890 03/31/2020
     SCHP398,016$22,890 03/31/2020
Wealthfront Advisers LLC350,894$20,180 03/31/2020
     SCHP350,894$20,180 03/31/2020
Morningstar Investment Management LLC341,069$19,615 03/31/2020
     SCHP341,069$19,615 03/31/2020
Foster & Motley Inc.328,936$18,917 03/31/2020
     SCHP328,936$18,917 03/31/2020
Wooster Corthell Wealth Management Inc.326,207$18,760 03/31/2020
     SCHP326,207$18,760 03/31/2020
Gilbert & Cook Inc.323,340$18,595 03/31/2020
     SCHP323,340$18,595 03/31/2020
Pinnacle Advisory Group Inc.308,303$17,730 03/31/2020
     SCHP308,303$17,730 03/31/2020
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
FormulaFolio Investments LLC261,921$15,063 03/31/2020
     SCHP261,921$15,063 03/31/2020
Burt Wealth Advisors255,867$14,715 03/31/2020
     SCHP255,867$14,715 03/31/2020
Alaska Permanent Capital Management248,395$14,285 03/31/2020
     SCHP248,395$14,285 03/31/2020
Focused Wealth Management Inc245,386$14,112 03/31/2020
     SCHP245,386$14,112 03/31/2020
Marshall Financial Group Inc. ADV245,277$14,106 03/31/2020
     SCHP245,277$14,106 03/31/2020
Assetmark Inc.234,704$13,498 03/31/2020
     SCHP234,704$13,498 03/31/2020
Marotta Asset Management228,209$13,165 03/31/2020
     SCHP228,209$13,165 03/31/2020
CLS Investments LLC217,376$12,501 03/31/2020
     SCHP217,376$12,501 03/31/2020
JBJ Investment Partners LLC208,291$11,979 03/31/2020
     SCHP208,291$11,979 03/31/2020
The Manufacturers Life Insurance Company 197,731$11,371 03/31/2020
     SCHP197,731$11,371 03/31/2020
SVB Wealth Advisory Inc.183,093$10,530 03/31/2020
     SCHP183,093$10,530 03/31/2020
United Capital Financial Advisers LLC180,612$10,387 03/31/2020
     SCHP180,612$10,387 03/31/2020
Cambridge Investment Research Advisors Inc.178,247$10,251 03/31/2020
     SCHP178,247$10,251 03/31/2020
Horan Capital Management160,557$9,234 03/31/2020
     SCHP160,557$9,234 03/31/2020
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
Carolina Wealth Advisors LLC150,664$8,665 03/31/2020
     SCHP150,664$8,665 03/31/2020
Peak Financial Management Inc.149,583$8,603 03/31/2020
     SCHP149,583$8,603 03/31/2020
Bfsg LLC146,096$8,402 03/31/2020
     SCHP146,096$8,402 03/31/2020
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
BlueSky Wealth Advisors LLC139,116$8,001 03/31/2020
     SCHP139,116$8,001 03/31/2020
Cambria Investment Management L.P.139,067$7,998 03/31/2020
     SCHP139,067$7,998 03/31/2020
Matrix Trust Co137,560$7,911 03/31/2020
     SCHP137,560$7,911 03/31/2020
Corrado Advisors LLC137,262$7,893 03/31/2020
     SCHP137,262$7,893 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
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
AE Wealth Management LLC128,144$7,370 03/31/2020
     SCHP128,144$7,370 03/31/2020
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
Bank of Montreal Can113,127$6,616 03/31/2020
     SCHP113,127$6,616 03/31/2020
Financial Life Advisors114,518$6,586 03/31/2020
     SCHP114,518$6,586 03/31/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC112,330$6,460 03/31/2020
     SCHP112,330$6,460 03/31/2020
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
Sawtooth Solutions LLC103,723$5,965 03/31/2020
     SCHP103,723$5,965 03/31/2020
Lincoln Capital Corp100,962$5,806 03/31/2020
     SCHP100,962$5,806 03/31/2020
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
Ladenburg Thalmann Financial Services Inc.86,759$4,868 12/31/2019
     SCHP86,759$4,868 12/31/2019
Redhawk Wealth Advisors Inc.84,618$4,866 03/31/2020
     SCHP84,618$4,866 03/31/2020
Lee Financial Co82,032$4,718 03/31/2020
     SCHP82,032$4,718 03/31/2020
JMG Financial Group Ltd.80,024$4,602 03/31/2020
     SCHP80,024$4,602 03/31/2020
Flow Traders U.S. LLC79,698$4,583 03/31/2020
     SCHP79,698$4,583 03/31/2020
Advisor Group Inc.79,982$4,543 12/31/2019
     SCHP79,982$4,543 12/31/2019
Charles Schwab Trust Co78,957$4,541 03/31/2020
     SCHP78,957$4,541 03/31/2020
Arbor Trust Wealth Advisors LLC75,187$4,324 03/31/2020
     SCHP75,187$4,324 03/31/2020
Kovitz Investment Group Partners LLC71,205$4,095 03/31/2020
     SCHP71,205$4,095 03/31/2020
TrinityPoint Wealth LLC63,394$3,646 03/31/2020
     SCHP63,394$3,646 03/31/2020
Kingfisher Capital LLC62,885$3,616 03/31/2020
     SCHP62,885$3,616 03/31/2020
Litman Gregory Asset Management LLC62,406$3,589 03/31/2020
     SCHP62,406$3,589 03/31/2020
Alps Advisors Inc.62,311$3,584 03/31/2020
     SCHP62,311$3,584 03/31/2020
Pure Financial Advisors Inc.58,737$3,378 03/31/2020
     SCHP58,737$3,378 03/31/2020
Commonwealth Equity Services LLC54,993$3,162 03/31/2020
     SCHP54,993$3,162 03/31/2020
NEXT Financial Group Inc54,877$3,156 03/31/2020
     SCHP54,877$3,156 03/31/2020
Curbstone Financial Management Corp51,970$2,989 03/31/2020
     SCHP51,970$2,989 03/31/2020
McAdam LLC51,382$2,955 03/31/2020
     SCHP51,382$2,955 03/31/2020
CENTRAL TRUST Co50,811$2,923 03/31/2020
     SCHP50,811$2,923 03/31/2020
Apollon Wealth Management LLC50,685$2,915 03/31/2020
     SCHP50,685$2,915 03/31/2020
Joseph P. Lucia & Associates LLC50,483$2,903 03/31/2020
     SCHP50,483$2,903 03/31/2020
Citadel Advisors LLC47,984$2,760 03/31/2020
     SCHP47,984$2,760 03/31/2020
Steward Partners Investment Advisory LLC46,805$2,691 03/31/2020
     SCHP46,805$2,691 03/31/2020
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
White Lighthouse Investment Management Inc.45,493$2,616 03/31/2020
     SCHP45,493$2,616 03/31/2020
Foothills Asset Management Ltd.44,357$2,551 03/31/2020
     SCHP44,357$2,551 03/31/2020
Boston Trust Walden Corp43,665$2,511 03/31/2020
     SCHP43,665$2,511 03/31/2020
Duff & Phelps Investment Management Co.42,500$2,444 03/31/2020
     SCHP42,500$2,444 03/31/2020
Moody National Bank Trust Division42,198$2,427 03/31/2020
     SCHP42,198$2,427 03/31/2020
Resources Investment Advisors LLC.42,168$2,425 03/31/2020
     SCHP42,168$2,425 03/31/2020
Venturi Wealth Management LLC38,600$2,220 03/31/2020
     SCHP38,600$2,220 03/31/2020
361 Capital LLC37,515$2,158 03/31/2020
     SCHP37,515$2,158 03/31/2020
SRS Capital Advisors Inc.37,378$2,150 03/31/2020
     SCHP37,378$2,150 03/31/2020
Roundview Capital LLC36,198$2,082 03/31/2020
     SCHP36,198$2,082 03/31/2020
First Hawaiian Bank35,768$2,057 03/31/2020
     SCHP35,768$2,057 03/31/2020
Lateef Investment Management L.P.35,698$2,053 03/31/2020
     SCHP35,698$2,053 03/31/2020
FC Advisory LLC35,212$2,025 03/31/2020
     SCHP35,212$2,025 03/31/2020
Burleson & Company LLC34,223$2,025 03/31/2020
     SCHP34,223$2,025 03/31/2020
Valmark Advisers Inc.34,096$1,961 03/31/2020
     SCHP34,096$1,961 03/31/2020
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
Tortoise Investment Management LLC32,484$1,868 03/31/2020
     SCHP32,484$1,868 03/31/2020
Ironsides Asset Advisors LLC32,005$1,841 03/31/2020
     SCHP32,005$1,841 03/31/2020
Ellevest Inc.31,753$1,826 03/31/2020
     SCHP31,753$1,826 03/31/2020
Friedenthal Financial31,296$1,800 03/31/2020
     SCHP31,296$1,800 03/31/2020
Aviance Capital Partners LLC31,240$1,797 03/31/2020
     SCHP31,240$1,797 03/31/2020
Two Sigma Securities LLC30,377$1,747 03/31/2020
     SCHP30,377$1,747 03/31/2020
Parsec Financial Management Inc.30,295$1,742 03/31/2020
     SCHP30,295$1,742 03/31/2020
Adams Wealth Management30,010$1,726 03/31/2020
     SCHP30,010$1,726 03/31/2020
Blueprint Investment Partners LLC29,615$1,703 03/31/2020
     SCHP29,615$1,703 03/31/2020
ZWJ Investment Counsel Inc.29,198$1,679 03/31/2020
     SCHP29,198$1,679 03/31/2020
Baldrige Asset Management LLC28,045$1,613 03/31/2020
     SCHP28,045$1,613 03/31/2020
D.A. Davidson & CO.27,564$1,585 03/31/2020
     SCHP27,564$1,585 03/31/2020
SeaCrest Wealth Management LLC27,462$1,579 03/31/2020
     SCHP27,462$1,579 03/31/2020
Savant Capital LLC27,424$1,577 03/31/2020
     SCHP27,424$1,577 03/31/2020
Mid Atlantic Financial Management Inc. ADV27,270$1,568 03/31/2020
     SCHP27,270$1,568 03/31/2020
Cetera Advisors LLC27,199$1,564 03/31/2020
     SCHP27,199$1,564 03/31/2020
Mengis Capital Management Inc.27,179$1,563 03/31/2020
     SCHP27,179$1,563 03/31/2020
Natixis26,378$1,517 03/31/2020
     SCHP26,378$1,517 03/31/2020
Stokes Capital Advisors LLC26,259$1,510 03/31/2020
     SCHP26,259$1,510 03/31/2020
WealthStone Inc.26,024$1,497 03/31/2020
     SCHP26,024$1,497 03/31/2020
Strategic Financial Planning Inc.24,539$1,411 03/31/2020
     SCHP24,539$1,411 03/31/2020
Moser Wealth Advisors LLC23,696$1,363 03/31/2020
     SCHP23,696$1,363 03/31/2020
Patriot Investment Management Inc.23,473$1,349 03/31/2020
     SCHP23,473$1,349 03/31/2020
Boston Private Wealth LLC23,441$1,348 03/31/2020
     SCHP23,441$1,348 03/31/2020
RHS Financial LLC23,173$1,333 03/31/2020
     SCHP23,173$1,333 03/31/2020
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
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
Wealthcare Advisory Partners LLC21,181$1,218 03/31/2020
     SCHP21,181$1,218 03/31/2020
Modus Advisors LLC20,999$1,208 03/31/2020
     SCHP20,999$1,208 03/31/2020
Alpha Omega Wealth Management LLC20,957$1,205 03/31/2020
     SCHP20,957$1,205 03/31/2020
Fairview Capital Investment Management LLC20,692$1,189 03/31/2020
     SCHP20,692$1,189 03/31/2020
Valicenti Advisory Services Inc.20,342$1,170 03/31/2020
     SCHP20,342$1,170 03/31/2020
Mutual Advisors LLC19,903$1,145 03/31/2020
     SCHP19,903$1,145 03/31/2020
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
Ausdal Financial Partners Inc.19,017$1,113 03/31/2020
     SCHP19,017$1,113 03/31/2020
Creative Planning18,702$1,076 03/31/2020
     SCHP18,702$1,076 03/31/2020
Advisory Services Network LLC18,414$1,059 03/31/2020
     SCHP18,414$1,059 03/31/2020
Cambridge Advisors Inc.18,320$1,054 03/31/2020
     SCHP18,320$1,054 03/31/2020
Advisory Alpha LLC17,989$1,035 03/31/2020
     SCHP17,989$1,035 03/31/2020
Rocky Mountain Advisers LLC17,785$1,023 03/31/2020
     SCHP17,785$1,023 03/31/2020
Fagan Associates Inc.17,533$1,008 03/31/2020
     SCHP17,533$1,008 03/31/2020
D.B. Root & Company LLC17,407$1,001 03/31/2020
     SCHP17,407$1,001 03/31/2020
Comerica Bank16,120$957 03/31/2020
     SCHP16,120$957 03/31/2020
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
Raymond James Financial Services Advisors Inc.16,039$922 03/31/2020
     SCHP16,039$922 03/31/2020
Truewealth LLC15,877$913 03/31/2020
     SCHP15,877$913 03/31/2020
Raymond James & Associates15,851$912 03/31/2020
     SCHP15,851$912 03/31/2020
Benjamin F. Edwards & Company Inc.15,801$909 03/31/2020
     SCHP15,801$909 03/31/2020
First Allied Advisory Services Inc.14,373$827 03/31/2020
     SCHP14,373$827 03/31/2020
Lucia Wealth Services LLC14,344$825 03/31/2020
     SCHP14,344$825 03/31/2020
AlphaStar Capital Management LLC13,908$812 03/31/2020
     SCHP13,908$812 03/31/2020
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
Bangor Savings Bank14,029$807 03/31/2020
     SCHP14,029$807 03/31/2020
Perigon Wealth Management LLC13,576$802 03/31/2020
     SCHP13,576$802 03/31/2020
BBVA USA Bancshares Inc.13,872$798 03/31/2020
     SCHP13,872$798 03/31/2020
Clifford Swan Investment Counsel LLC13,020$749 03/31/2020
     SCHP13,020$749 03/31/2020
WealthPLAN Partners LLC12,610$746 03/31/2020
     SCHP12,610$746 03/31/2020
PNC Financial Services Group Inc.12,562$722 03/31/2020
     SCHP12,562$722 03/31/2020
Dynamic Advisor Solutions LLC12,442$716 03/31/2020
     SCHP12,442$716 03/31/2020
Hurlow Wealth Management Group Inc.12,017$714 03/31/2020
     SCHP12,017$714 03/31/2020
Fortis Capital Management LLC12,394$713 03/31/2020
     SCHP12,394$713 03/31/2020
Castle Rock Wealth Management LLC11,742$695 03/31/2020
     SCHP11,742$695 03/31/2020
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
C M Bidwell & Associates Ltd.11,779$677 03/31/2020
     SCHP11,779$677 03/31/2020
Buckingham Asset Management LLC11,690$672 03/31/2020
     SCHP11,690$672 03/31/2020
Firestone Capital Management11,340$652 03/31/2020
     SCHP11,340$652 03/31/2020
SigFig Wealth Management LLC11,235$646 03/31/2020
     SCHP11,235$646 03/31/2020
Aprio Wealth Management LLC11,065$636 03/31/2020
     SCHP11,065$636 03/31/2020
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
Cabot Wealth Management Inc.10,680$614 03/31/2020
     SCHP10,680$614 03/31/2020
Successful Portfolios LLC10,521$605 03/31/2020
     SCHP10,521$605 03/31/2020
CIBC Private Wealth Group LLC10,280$591 03/31/2020
     SCHP10,280$591 03/31/2020
Capital Investment Advisors LLC10,225$588 03/31/2020
     SCHP10,225$588 03/31/2020
Sigma Planning Corp10,096$581 03/31/2020
     SCHP10,096$581 03/31/2020
We Are One Seven LLC10,093$580 03/31/2020
     SCHP10,093$580 03/31/2020
Coastal Investment Advisors Inc.10,056$578 03/31/2020
     SCHP10,056$578 03/31/2020
Vista Capital Partners Inc.10,002$575 03/31/2020
     SCHP10,002$575 03/31/2020
Gradient Capital Advisors LLC9,736$560 03/31/2020
     SCHP9,736$560 03/31/2020
Hardy Reed LLC9,566$550 03/31/2020
     SCHP9,566$550 03/31/2020
Rosenberg Matthew Hamilton9,451$544 03/31/2020
     SCHP9,451$544 03/31/2020
Parcion Private Wealth LLC9,129$525 03/31/2020
     SCHP9,129$525 03/31/2020
Eqis Capital Management Inc.9,105$524 03/31/2020
     SCHP9,105$524 03/31/2020
Arlington Financial Advisors LLC9,107$524 03/31/2020
     SCHP9,107$524 03/31/2020
Stephens Inc. AR9,050$520 03/31/2020
     SCHP9,050$520 03/31/2020
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
Zhang Financial LLC9,001$518 03/31/2020
     SCHP9,001$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
Pinnacle Bank8,596$494 03/31/2020
     SCHP8,596$494 03/31/2020
55I LLC8,355$494 03/31/2020
     SCHP8,355$494 03/31/2020
Koshinski Asset Management Inc.8,315$478 03/31/2020
     SCHP8,315$478 03/31/2020
Signet Investment Advisory Group Inc.8,435$477 12/31/2019
     SCHP8,435$477 12/31/2019
Willow Creek Wealth Management Inc.8,248$474 03/31/2020
     SCHP8,248$474 03/31/2020
National Asset Management Inc.8,155$469 03/31/2020
     SCHP8,155$469 03/31/2020
Financial Advocates Investment Management8,116$467 03/31/2020
     SCHP8,116$467 03/31/2020
Allen Capital Group LLC8,052$463 03/31/2020
     SCHP8,052$463 03/31/2020
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 LLC7,614$438 03/31/2020
     SCHP7,614$438 03/31/2020
Goldman Sachs Group Inc.7,568$435 03/31/2020
     SCHP7,568$435 03/31/2020
Integre Asset Management LLC7,670$434 12/31/2019
     SCHP7,670$434 12/31/2019
Altfest L J & Co. Inc.7,190$414 03/31/2020
     SCHP7,190$414 03/31/2020
Soltis Investment Advisors LLC7,163$412 03/31/2020
     SCHP7,163$412 03/31/2020
Janney Montgomery Scott LLC7,065$406 03/31/2020
     SCHP7,065$406 03/31/2020
Formidable Asset Management LLC7,099$405 12/31/2019
     SCHP7,099$405 12/31/2019
First National Corp MA ADV33,879$402 03/31/2020
     SCHP33,879$402 03/31/2020
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
Taylor Cottrill Erickson & Associates Inc.6,749$388 03/31/2020
     SCHP6,749$388 03/31/2020
WT Wealth Management6,749$388 03/31/2020
     SCHP6,749$388 03/31/2020
Crescent Grove Advisors LLC6,395$368 03/31/2020
     SCHP6,395$368 03/31/2020
Cetera Advisor Networks LLC6,261$360 03/31/2020
     SCHP6,261$360 03/31/2020
Merriman Wealth Management 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
Kovack Advisors Inc.6,205$357 03/31/2020
     SCHP6,205$357 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
PRW Wealth Management LLC6,000$345 03/31/2020
     SCHP6,000$345 03/31/2020
ProVise Management Group LLC5,975$344 03/31/2020
     SCHP5,975$344 03/31/2020
Associated Banc Corp5,766$332 03/31/2020
     SCHP5,766$332 03/31/2020
NewDay Solutions LLC5,586$330 03/31/2020
     SCHP5,586$330 03/31/2020
First Heartland Consultants Inc.5,721$329 03/31/2020
     SCHP5,721$329 03/31/2020
CRA Financial Services LLC5,637$324 03/31/2020
     SCHP5,637$324 03/31/2020
M&T Bank Corp5,614$323 03/31/2020
     SCHP5,614$323 03/31/2020
Advisors Asset Management Inc.5,496$316 03/31/2020
     SCHP5,496$316 03/31/2020
Integrated Advisors Network LLC5,429$312 03/31/2020
     SCHP5,429$312 03/31/2020
Callahan Advisors LLC5,395$310 03/31/2020
     SCHP5,395$310 03/31/2020
Almanack Investment Partners LLC.5,110$294 03/31/2020
     SCHP5,110$294 03/31/2020
Landmark Financial Advisors LLC4,909$291 03/31/2020
     SCHP4,909$291 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
Green Square Capital Advisors LLC4,799$276 03/31/2020
     SCHP4,799$276 03/31/2020
Moneta Group Investment Advisors LLC4,660$268 03/31/2020
     SCHP4,660$268 03/31/2020
Larson Financial Group LLC4,663$268 03/31/2020
     SCHP4,663$268 03/31/2020
GenWealth Group Inc.4,608$265 03/31/2020
     SCHP4,608$265 03/31/2020
Jackson Hole Capital Partners LLC4,594$264 03/31/2020
     SCHP4,594$264 03/31/2020
Old Port Advisors4,520$260 03/31/2020
     SCHP4,520$260 03/31/2020
DiMeo Schneider & Associates L.L.C.4,464$257 03/31/2020
     SCHP4,464$257 03/31/2020
Virtu Financial LLC4,486$254 12/31/2019
     SCHP4,486$254 12/31/2019
First Merchants Corp4,400$253 03/31/2020
     SCHP4,400$253 03/31/2020
Wilbanks Smith & Thomas Asset Management LLC4,392$253 03/31/2020
     SCHP4,392$253 03/31/2020
Evensky & Katz LLC4,388$252 03/31/2020
     SCHP4,388$252 03/31/2020
Carmichael Hill & Associates Inc.4,289$247 03/31/2020
     SCHP4,289$247 03/31/2020
Newman Dignan & Sheerar Inc.4,128$245 03/31/2020
     SCHP4,128$245 03/31/2020
Stifel Financial Corp4,072$234 03/31/2020
     SCHP4,072$234 03/31/2020
Avantax Advisory Services Inc.3,968$228 03/31/2020
     SCHP3,968$228 03/31/2020
FLC Capital Advisors3,698$216 03/31/2020
     SCHP3,698$216 03/31/2020
Independent Advisor Alliance3,731$215 03/31/2020
     SCHP3,731$215 03/31/2020
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
Verde Capital Management3,476$200 03/31/2020
     SCHP3,476$200 03/31/2020
Whittier Trust Co.3,196$184 03/31/2020
     SCHP3,196$184 03/31/2020
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
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
CWM LLC2,099$121 03/31/2020
     SCHP2,099$121 03/31/2020
Private Ocean LLC2,095$120 03/31/2020
     SCHP2,095$120 03/31/2020
MUFG Americas Holdings Corp2,000$115 03/31/2020
     SCHP2,000$115 03/31/2020
IMA Wealth Inc.1,994$115 03/31/2020
     SCHP1,994$115 03/31/2020
Global Retirement Partners LLC1,992$115 03/31/2020
     SCHP1,992$115 03/31/2020
Vigilant Capital Management LLC1,895$109 03/31/2020
     SCHP1,895$109 03/31/2020
Islay Capital Management LLC1,805$104 03/31/2020
     SCHP1,805$104 03/31/2020
Parallel Advisors LLC1,798$103 03/31/2020
     SCHP1,798$103 03/31/2020
Howe & Rusling Inc.1,642$94 03/31/2020
     SCHP1,642$94 03/31/2020
Front Row Advisors LLC1,566$93 03/31/2020
     SCHP1,566$93 03/31/2020
WASHINGTON TRUST Co1,507$87 03/31/2020
     SCHP1,507$87 03/31/2020
CVA Family Office LLC1,461$84 03/31/2020
     SCHP1,461$84 03/31/2020
Proequities Inc.1,399$80 03/31/2020
     SCHP1,399$80 03/31/2020
Ameritas Investment Partners Inc.1,381$79 03/31/2020
     SCHP1,381$79 03/31/2020
Truvestments Capital LLC1,307$75 03/31/2020
     SCHP1,307$75 03/31/2020
Ameritas Investment Company LLC1,250$72 03/31/2020
     SCHP1,250$72 03/31/2020
Selective Wealth Management Inc.1,257$72 03/31/2020
     SCHP1,257$72 03/31/2020
Lakeview Capital Partners LLC1,178$68 03/31/2020
     SCHP1,178$68 03/31/2020
Deutsche Bank AG1,135$65 03/31/2020
     SCHP1,135$65 03/31/2020
Independence Advisors LLC1,079$62 03/31/2020
     SCHP1,079$62 03/31/2020
Cedar Wealth Management LLC1,031$59 03/31/2020
     SCHP1,031$59 03/31/2020
Toth Financial Advisory Corp1,015$58 03/31/2020
     SCHP1,015$58 03/31/2020
Patriot Financial Group Insurance Agency LLC1,002$58 03/31/2020
     SCHP1,002$58 03/31/2020
Blue Bell Private Wealth Management LLC959$55 03/31/2020
     SCHP959$55 03/31/2020
Lloyd Advisory Services LLC.962$55 12/31/2019
     SCHP962$55 12/31/2019
IFP Advisors Inc916$54 03/31/2020
     SCHP916$54 03/31/2020
Procyon Private Wealth Partners LLC934$54 03/31/2020
     SCHP934$54 03/31/2020
Hudock Inc.906$52 03/31/2020
     SCHP906$52 03/31/2020
Sowa Financial Group Inc.912$52 03/31/2020
     SCHP912$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
Clarkston Capital Partners LLC717$41 03/31/2020
     SCHP717$41 03/31/2020
Bedel Financial Consulting Inc.703$40 03/31/2020
     SCHP703$40 03/31/2020
Marquette Asset Management LLC642$37 03/31/2020
     SCHP642$37 03/31/2020
Reilly Financial Advisors LLC622$36 03/31/2020
     SCHP622$36 03/31/2020
Harbor Investment Advisory LLC546$31 03/31/2020
     SCHP546$31 03/31/2020
Gradient Investments LLC525$30 03/31/2020
     SCHP525$30 03/31/2020
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
Security National Trust Co.413$24 03/31/2020
     SCHP413$24 03/31/2020
Efficient Wealth Management LLC416$24 03/31/2020
     SCHP416$24 03/31/2020
Clearbridge Investments LLC370$21 03/31/2020
     SCHP370$21 03/31/2020
TCI Wealth Advisors Inc.340$20 03/31/2020
     SCHP340$20 03/31/2020
Clear Investment Research LLC341$20 03/31/2020
     SCHP341$20 03/31/2020
Valeo Financial Advisors LLC7,449$20 03/31/2020
     SCHP7,449$20 03/31/2020
HM Payson & Co.350$20 12/31/2019
     SCHP350$20 12/31/2019
Signaturefd LLC318$18 03/31/2020
     SCHP318$18 03/31/2020
LifePlan Financial Group Inc288$17 03/31/2020
     SCHP288$17 03/31/2020
First Horizon Advisors Inc.288$16 03/31/2020
     SCHP288$16 03/31/2020
Certified Advisory Corp280$16 03/31/2020
     SCHP280$16 03/31/2020
Disciplined Investments LLC264$15 03/31/2020
     SCHP264$15 03/31/2020
Shine Investment Advisory Services Inc.243$14 03/31/2020
     SCHP243$14 03/31/2020
Pflug Koory LLC252$14 03/31/2020
     SCHP252$14 03/31/2020
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
Carroll Financial Associates Inc.193$11 03/31/2020
     SCHP193$11 03/31/2020
Meeder Asset Management Inc.135$8 03/31/2020
     SCHP135$8 03/31/2020
Capital Investment Advisory Services LLC140$8 03/31/2020
     SCHP140$8 03/31/2020
Flagship Harbor Advisors LLC141$8 03/31/2020
     SCHP141$8 03/31/2020
Pacitti Group Inc.133$7 03/31/2020
     SCHP133$7 03/31/2020
Horrell Capital Management Inc.82$5 03/31/2020
     SCHP82$5 03/31/2020
Aptus Capital Advisors LLC87$5 03/31/2020
     SCHP87$5 03/31/2020
Sofos Investments Inc.3,231$5 03/31/2020
     SCHP3,231$5 03/31/2020
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
Weaver Consulting Group75$4 03/31/2020
     SCHP75$4 03/31/2020
Golden State Wealth Management LLC59$3 03/31/2020
     SCHP59$3 03/31/2020
Tsfg LLC56$3 03/31/2020
     SCHP56$3 03/31/2020
Rowland Carmichael Advisors Inc. ADV43$2 03/31/2020
     SCHP43$2 03/31/2020
Asset Dedication LLC43$2 03/31/2020
     SCHP43$2 03/31/2020
Allworth Financial LP38$2 03/31/2020
     SCHP38$2 03/31/2020
Financial Management Professionals Inc.37$2 03/31/2020
     SCHP37$2 03/31/2020
EPG Wealth Management LLC29$2 03/31/2020
     SCHP29$2 03/31/2020
Davis Capital Management28$2 03/31/2020
     SCHP28$2 03/31/2020
Tompkins Financial Corp26$1 03/31/2020
     SCHP26$1 03/31/2020
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
Bogart Wealth LLC21$1 03/31/2020
     SCHP21$1 03/31/2020
Global Trust Asset Management LLC20$1 03/31/2020
     SCHP20$1 03/31/2020
Vectors Research Management LLC18$1 03/31/2020
     SCHP18$1 03/31/2020
Savior LLC17$1 03/31/2020
     SCHP17$1 03/31/2020
Atticus Wealth Management LLC15$1 03/31/2020
     SCHP15$1 03/31/2020
HBC Financial Services PLLC23$1 03/31/2020
     SCHP23$1 03/31/2020
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
Lenox Wealth Advisors LLC7$0 03/31/2020
     SCHP7$0 03/31/2020
Riggs Asset Managment Co. Inc.6$0 03/31/2020
     SCHP6$0 03/31/2020
Moisand Fitzgerald Tamayo LLC8$0 03/31/2020
     SCHP8$0 03/31/2020
Trustcore Financial Services LLC2$0 03/31/2020
     SCHP2$0 03/31/2020

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

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