HoldingsChannel.com
Funds Holding SCHR
HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Advisory Inc.48,463,330$2,662,091 12/31/2019
     SCHR48,463,330$2,662,091 12/31/2019
Royal Bank of Canada2,884,392$158,440 12/31/2019
     SCHR2,884,392$158,440 12/31/2019
Madison Investment Holdings Inc.2,041,794$113,442 09/30/2019
     SCHR2,041,794$113,442 09/30/2019
Stifel Financial Corp1,822,699$99,720 12/31/2019
     SCHR1,822,699$99,720 12/31/2019
Ameriprise Financial Inc.1,469,732$80,733 12/31/2019
     SCHR1,469,732$80,733 12/31/2019
State Street Corp1,450,000$79,649 12/31/2019
     SCHR1,450,000$79,649 12/31/2019
Wealth Enhancement Advisory Services LLC828,809$45,531 12/31/2019
     SCHR828,809$45,531 12/31/2019
Morningstar Investment Management LLC827,430$45,451 12/31/2019
     SCHR827,430$45,451 12/31/2019
BerganKDV Wealth Management LLC740,182$40,658 12/31/2019
     SCHR740,182$40,658 12/31/2019
American Economic Planning Group Inc. ADV636,230$35,292 09/30/2019
     SCHR636,230$35,292 09/30/2019
Madison Asset Management LLC549,623$30,191 12/31/2019
     SCHR549,623$30,191 12/31/2019
Sequoia Financial Advisors LLC380,564$20,904 12/31/2019
     SCHR380,564$20,904 12/31/2019
Wells Fargo & Company MN341,715$18,769 12/31/2019
     SCHR341,715$18,769 12/31/2019
Northwest Capital Management Inc275,282$15,122 12/31/2019
     SCHR275,282$15,122 12/31/2019
Steel Peak Wealth Management LLC237,077$13,023 12/31/2019
     SCHR237,077$13,023 12/31/2019
Relaxing Retirement Coach225,573$12,396 12/31/2019
     SCHR225,573$12,396 12/31/2019
Cardan Capital Partners LLC222,513$12,223 12/31/2019
     SCHR222,513$12,223 12/31/2019
Foster & Motley Inc.210,262$11,550 12/31/2019
     SCHR210,262$11,550 12/31/2019
Jane Street Group LLC205,356$11,280 12/31/2019
     SCHR205,356$11,280 12/31/2019
Bangor Savings Bank199,761$10,973 12/31/2019
     SCHR199,761$10,973 12/31/2019
Charles Schwab Trust Co194,350$10,676 12/31/2019
     SCHR194,350$10,676 12/31/2019
Financial Engines Advisors L.L.C.187,927$10,323 12/31/2019
     SCHR187,927$10,323 12/31/2019
55I LLC179,206$9,844 12/31/2019
     SCHR179,206$9,844 12/31/2019
Beacon Wealthcare Inc173,759$9,564 12/31/2019
     SCHR173,759$9,564 12/31/2019
Financial Consulate Inc.163,051$8,956 12/31/2019
     SCHR163,051$8,956 12/31/2019
Buckingham Asset Management LLC162,097$8,904 12/31/2019
     SCHR162,097$8,904 12/31/2019
Your Advocates Ltd. LLP149,153$8,193 12/31/2019
     SCHR149,153$8,193 12/31/2019
SWS Partners141,910$7,833 09/30/2019
     SCHR141,910$7,833 09/30/2019
FormulaFolio Investments LLC142,189$7,810 12/31/2019
     SCHR142,189$7,810 12/31/2019
Harvest Group Wealth Management LLC135,113$7,421 12/31/2019
     SCHR135,113$7,421 12/31/2019
Kingsview Wealth Management LLC133,000$7,306 12/31/2019
     SCHR133,000$7,306 12/31/2019
Sterling Investment Management Inc.131,946$7,248 12/31/2019
     SCHR131,946$7,248 12/31/2019
Kathmere Capital Management LLC128,065$7,035 12/31/2019
     SCHR128,065$7,035 12/31/2019
Moisand Fitzgerald Tamayo LLC113,291$6,223 12/31/2019
     SCHR113,291$6,223 12/31/2019
Knowledge Leaders Capital LLC110,873$6,090 12/31/2019
     SCHR110,873$6,090 12/31/2019
First Merchants Corp110,640$6,077 12/31/2019
     SCHR110,640$6,077 12/31/2019
West Coast Financial LLC109,690$6,025 12/31/2019
     SCHR109,690$6,025 12/31/2019
Quantum Capital Management LLC NJ107,369$5,898 12/31/2019
     SCHR107,369$5,898 12/31/2019
Cambridge Investment Research Advisors Inc.102,325$5,621 12/31/2019
     SCHR102,325$5,621 12/31/2019
LVW Advisors LLC101,699$5,586 12/31/2019
     SCHR101,699$5,586 12/31/2019
Eqis Capital Management Inc.99,853$5,485 12/31/2019
     SCHR99,853$5,485 12/31/2019
Buckingham Capital Management Inc.93,031$5,110 12/31/2019
     SCHR93,031$5,110 12/31/2019
Resonant Capital Advisors LLC88,645$4,869 12/31/2019
     SCHR88,645$4,869 12/31/2019
McAdam LLC84,857$4,661 12/31/2019
     SCHR84,857$4,661 12/31/2019
MidWestOne Financial Group Inc.83,182$4,568 12/31/2019
     SCHR83,182$4,568 12/31/2019
RKL Wealth Management LLC82,858$4,551 12/31/2019
     SCHR82,858$4,551 12/31/2019
Cambridge Associates LLC MA ADV80,666$4,431 12/31/2019
     SCHR80,666$4,431 12/31/2019
GPM Growth Investors Inc.80,442$4,419 12/31/2019
     SCHR80,442$4,419 12/31/2019
Cetera Advisors LLC78,285$4,305 12/31/2019
     SCHR78,285$4,305 12/31/2019
Diligent Investors LLC68,933$3,786 12/31/2019
     SCHR68,933$3,786 12/31/2019
SeaCrest Wealth Management LLC66,283$3,641 12/31/2019
     SCHR66,283$3,641 12/31/2019
AdvisorNet Financial Inc62,840$3,452 12/31/2019
     SCHR62,840$3,452 12/31/2019
Mercer Global Advisors Inc. ADV58,924$3,237 12/31/2019
     SCHR58,924$3,237 12/31/2019
Seascape Capital Management55,847$3,068 12/31/2019
     SCHR55,847$3,068 12/31/2019
USAdvisors Wealth Management LLC55,858$3,068 12/31/2019
     SCHR55,858$3,068 12/31/2019
UBS Group AG54,190$2,976 12/31/2019
     SCHR54,190$2,976 12/31/2019
Almanack Investment Partners LLC.53,913$2,961 12/31/2019
     SCHR53,913$2,961 12/31/2019
Ifrah Financial Services Inc.50,624$2,781 12/31/2019
     SCHR50,624$2,781 12/31/2019
First National Trust Co47,857$2,628 12/31/2019
     SCHR47,857$2,628 12/31/2019
Laurel Wealth Advisors Inc.45,361$2,492 12/31/2019
     SCHR45,361$2,492 12/31/2019
AJ Wealth Strategies LLC45,028$2,473 12/31/2019
     SCHR45,028$2,473 12/31/2019
HC Advisors LLC41,705$2,291 12/31/2019
     SCHR41,705$2,291 12/31/2019
D.B. Root & Company LLC41,256$2,266 12/31/2019
     SCHR41,256$2,266 12/31/2019
Change Path LLC41,173$2,262 12/31/2019
     SCHR41,173$2,262 12/31/2019
Lateef Investment Management L.P.40,672$2,234 12/31/2019
     SCHR40,672$2,234 12/31/2019
Old North State Trust LLC39,876$2,190 12/31/2019
     SCHR39,876$2,190 12/31/2019
Slow Capital Inc.39,293$2,158 12/31/2019
     SCHR39,293$2,158 12/31/2019
Cobblestone Capital Advisors LLC NY38,927$2,138 12/31/2019
     SCHR38,927$2,138 12/31/2019
LPL Financial LLC38,272$2,102 12/31/2019
     SCHR38,272$2,102 12/31/2019
Captrust Financial Advisors37,174$2,046 12/31/2019
     SCHR37,174$2,046 12/31/2019
WT Wealth Management37,200$2,043 12/31/2019
     SCHR37,200$2,043 12/31/2019
Ladenburg Thalmann Financial Services Inc.37,154$2,040 12/31/2019
     SCHR37,154$2,040 12/31/2019
Juncture Wealth Strategies LLC36,624$2,012 12/31/2019
     SCHR36,624$2,012 12/31/2019
Successful Portfolios LLC36,564$2,008 12/31/2019
     SCHR36,564$2,008 12/31/2019
TrinityPoint Wealth LLC35,912$1,973 12/31/2019
     SCHR35,912$1,973 12/31/2019
Pinnacle Advisory Group Inc.35,743$1,963 12/31/2019
     SCHR35,743$1,963 12/31/2019
Wealthsource Partners LLC35,375$1,943 12/31/2019
     SCHR35,375$1,943 12/31/2019
SignalPoint Asset Management LLC33,813$1,857 12/31/2019
     SCHR33,813$1,857 12/31/2019
Wealthcare Capital Management LLC33,710$1,852 12/31/2019
     SCHR33,710$1,852 12/31/2019
IndexIQ Advisors LLC33,618$1,846 12/31/2019
     SCHR33,618$1,846 12/31/2019
Warren Averett Asset Management LLC32,833$1,827 12/31/2019
     SCHR32,833$1,827 12/31/2019
Bank of Montreal Can33,111$1,819 12/31/2019
     SCHR33,111$1,819 12/31/2019
Blueprint Investment Partners LLC31,607$1,736 12/31/2019
     SCHR31,607$1,736 12/31/2019
United Capital Financial Advisers LLC29,721$1,633 12/31/2019
     SCHR29,721$1,633 12/31/2019
Roof Eidam & Maycock ADV27,485$1,510 12/31/2019
     SCHR27,485$1,510 12/31/2019
MCF Advisors LLC26,304$1,445 12/31/2019
     SCHR26,304$1,445 12/31/2019
Bank of America Corp DE25,970$1,427 12/31/2019
     SCHR25,970$1,427 12/31/2019
SVA Wealth Management LLC25,089$1,378 12/31/2019
     SCHR25,089$1,378 12/31/2019
Patriot Investment Management Inc.25,040$1,375 12/31/2019
     SCHR25,040$1,375 12/31/2019
Resources Investment Advisors LLC.24,997$1,373 12/31/2019
     SCHR24,997$1,373 12/31/2019
Sowell Financial Services LLC24,844$1,365 12/31/2019
     SCHR24,844$1,365 12/31/2019
Salem Investment Counselors Inc.24,260$1,333 12/31/2019
     SCHR24,260$1,333 12/31/2019
Financial Advisory Service Inc.23,546$1,293 12/31/2019
     SCHR23,546$1,293 12/31/2019
Tradewinds Capital Management LLC22,952$1,261 12/31/2019
     SCHR22,952$1,261 12/31/2019
Janney Montgomery Scott LLC22,660$1,245 12/31/2019
     SCHR22,660$1,245 12/31/2019
Koshinski Asset Management Inc.22,196$1,221 12/31/2019
     SCHR22,196$1,221 12/31/2019
Vishria Bird Financial Group LLC21,416$1,176 12/31/2019
     SCHR21,416$1,176 12/31/2019
Taylor Cottrill Erickson & Associates Inc.20,668$1,135 12/31/2019
     SCHR20,668$1,135 12/31/2019
Savior LLC20,059$1,102 12/31/2019
     SCHR20,059$1,102 12/31/2019
Act Two Investors LLC19,354$1,063 12/31/2019
     SCHR19,354$1,063 12/31/2019
Advisor Group Inc.19,295$1,061 12/31/2019
     SCHR19,295$1,061 12/31/2019
Krilogy Financial LLC18,561$1,020 12/31/2019
     SCHR18,561$1,020 12/31/2019
Capital Investment Advisory Services LLC18,052$992 12/31/2019
     SCHR18,052$992 12/31/2019
Vista Capital Partners Inc.17,933$985 12/31/2019
     SCHR17,933$985 12/31/2019
Fagan Associates Inc.17,746$975 12/31/2019
     SCHR17,746$975 12/31/2019
Strategic Advisors LLC17,630$968 12/31/2019
     SCHR17,630$968 12/31/2019
Advisory Services Network LLC17,492$961 12/31/2019
     SCHR17,492$961 12/31/2019
Vision Capital Management Inc.17,096$939 12/31/2019
     SCHR17,096$939 12/31/2019
Massmutual Trust Co. FSB ADV16,890$938 09/30/2019
     SCHR16,890$938 09/30/2019
Raymond James Financial Services Advisors Inc.16,120$885 12/31/2019
     SCHR16,120$885 12/31/2019
Swaine & Leidel Wealth Services LLC15,982$878 12/31/2019
     SCHR15,982$878 12/31/2019
Capital Wealth Planning LLC15,692$869 09/30/2019
     SCHR15,692$869 09/30/2019
Envestnet Asset Management Inc.14,892$818 12/31/2019
     SCHR14,892$818 12/31/2019
Alesco Advisors LLC14,000$769 12/31/2019
     SCHR14,000$769 12/31/2019
PrairieView Partners LLC13,704$753 12/31/2019
     SCHR13,704$753 12/31/2019
Diversified Portfolios Inc.13,445$739 12/31/2019
     SCHR13,445$739 12/31/2019
Synovus Financial Corp13,195$725 12/31/2019
     SCHR13,195$725 12/31/2019
Mainstay Capital Management LLC ADV12,829$705 12/31/2019
     SCHR12,829$705 12/31/2019
V Wealth Advisors LLC12,648$703 12/31/2019
     SCHR12,648$703 12/31/2019
Asset Management Group Inc.12,019$660 12/31/2019
     SCHR12,019$660 12/31/2019
Morgan Stanley11,835$650 12/31/2019
     SCHR11,835$650 12/31/2019
Twele Capital Management Inc.11,756$646 12/31/2019
     SCHR11,756$646 12/31/2019
JMG Financial Group Ltd.11,658$640 12/31/2019
     SCHR11,658$640 12/31/2019
Courage Miller Partners LLC11,476$630 12/31/2019
     SCHR11,476$630 12/31/2019
Commonwealth Equity Services LLC11,265$618 12/31/2019
     SCHR11,265$618 12/31/2019
IHT Wealth Management LLC11,131$611 12/31/2019
     SCHR11,131$611 12/31/2019
Columbus Macro LLC10,758$591 12/31/2019
     SCHR10,758$591 12/31/2019
Creative Planning9,868$542 12/31/2019
     SCHR9,868$542 12/31/2019
Lederer & Associates Investment Counsel CA9,673$531 12/31/2019
     SCHR9,673$531 12/31/2019
Tortoise Investment Management LLC9,348$513 12/31/2019
     SCHR9,348$513 12/31/2019
Anderson Fisher LLC9,124$501 12/31/2019
     SCHR9,124$501 12/31/2019
Segall Bryant & Hamill LLC8,800$483 12/31/2019
     SCHR8,800$483 12/31/2019
Comerica Bank8,515$476 12/31/2019
     SCHR8,515$476 12/31/2019
Financial Gravity Wealth Inc.8,404$467 09/30/2019
     SCHR8,404$467 09/30/2019
Trustcore Financial Services LLC8,329$458 12/31/2019
     SCHR8,329$458 12/31/2019
Independent Advisor Alliance8,282$455 12/31/2019
     SCHR8,282$455 12/31/2019
Valmark Advisers Inc.8,071$443 12/31/2019
     SCHR8,071$443 12/31/2019
Sfmg LLC7,884$433 12/31/2019
     SCHR7,884$433 12/31/2019
Capital One National Association7,122$391 12/31/2019
     SCHR7,122$391 12/31/2019
BCS Wealth Management6,956$382 12/31/2019
     SCHR6,956$382 12/31/2019
Compass Ion Advisors LLC6,680$367 12/31/2019
     SCHR6,680$367 12/31/2019
Versant Capital Management Inc6,420$352 12/31/2019
     SCHR6,420$352 12/31/2019
Benjamin F. Edwards & Company Inc.6,373$350 12/31/2019
     SCHR6,373$350 12/31/2019
AE Wealth Management LLC5,733$315 12/31/2019
     SCHR5,733$315 12/31/2019
Raymond James & Associates5,566$306 12/31/2019
     SCHR5,566$306 12/31/2019
RFG Advisory LLC5,487$301 12/31/2019
     SCHR5,487$301 12/31/2019
GenWealth Group Inc.5,105$280 12/31/2019
     SCHR5,105$280 12/31/2019
Moloney Securities Asset Management LLC5,072$279 12/31/2019
     SCHR5,072$279 12/31/2019
Barrett Asset Management LLC4,925$271 12/31/2019
     SCHR4,925$271 12/31/2019
AdvicePeriod LLC4,872$268 12/31/2019
     SCHR4,872$268 12/31/2019
Vista Private Wealth Partners. LLC4,851$267 12/31/2019
     SCHR4,851$267 12/31/2019
Northwestern Mutual Wealth Management Co.4,847$266 12/31/2019
     SCHR4,847$266 12/31/2019
Green Square Capital Advisors LLC4,836$266 12/31/2019
     SCHR4,836$266 12/31/2019
PNC Financial Services Group Inc.4,686$256 12/31/2019
     SCHR4,686$256 12/31/2019
Intersect Capital LLC4,551$250 12/31/2019
     SCHR4,551$250 12/31/2019
Ausdal Financial Partners Inc.4,432$248 12/31/2019
     SCHR4,432$248 12/31/2019
Two Sigma Securities LLC4,482$246 12/31/2019
     SCHR4,482$246 12/31/2019
Great Valley Advisor Group Inc.4,499$245 12/31/2019
     SCHR4,499$245 12/31/2019
DRW Securities LLC4,445$244 12/31/2019
     SCHR4,445$244 12/31/2019
Pathway Financial Advisors LLC4,400$244 12/31/2019
     SCHR4,400$244 12/31/2019
Carnegie Capital Asset Management LLC4,426$243 12/31/2019
     SCHR4,426$243 12/31/2019
Abacus Planning Group Inc.4,211$231 12/31/2019
     SCHR4,211$231 12/31/2019
STA Wealth Management LLC4,066$223 12/31/2019
     SCHR4,066$223 12/31/2019
Hanson & Doremus Investment Management4,023$221 12/31/2019
     SCHR4,023$221 12/31/2019
Deutsche Bank AG3,854$211 12/31/2019
     SCHR3,854$211 12/31/2019
Ridgewood Investments LLC3,757$206 12/31/2019
     SCHR3,757$206 12/31/2019
Hudock Capital Group LLC3,286$180 12/31/2019
     SCHR3,286$180 12/31/2019
FMR LLC2,451$135 12/31/2019
     SCHR2,451$135 12/31/2019
Sullivan Bruyette Speros & Blaney LLC2,442$134 12/31/2019
     SCHR2,442$134 12/31/2019
Larson Financial Group LLC2,372$130 12/31/2019
     SCHR2,372$130 12/31/2019
Marquette Asset Management LLC2,310$127 12/31/2019
     SCHR2,310$127 12/31/2019
NEXT Financial Group Inc2,272$125 12/31/2019
     SCHR2,272$125 12/31/2019
Optimum Investment Advisors2,000$110 12/31/2019
     SCHR2,000$110 12/31/2019
CWM LLC1,998$110 12/31/2019
     SCHR1,998$110 12/31/2019
Spectrum Management Group Inc.1,990$109 12/31/2019
     SCHR1,990$109 12/31/2019
Litman Gregory Asset Management LLC1,915$105 12/31/2019
     SCHR1,915$105 12/31/2019
BlackRock Inc.1,379$76 12/31/2019
     SCHR1,379$76 12/31/2019
Bellevue Asset Management LLC1,305$72 12/31/2019
     SCHR1,305$72 12/31/2019
Center for Financial Planning Inc.1,300$71 12/31/2019
     SCHR1,300$71 12/31/2019
CBIZ Investment Advisory Services LLC1,238$68 12/31/2019
     SCHR1,238$68 12/31/2019
Parkside Financial Bank & Trust1,025$56 12/31/2019
     SCHR1,025$56 12/31/2019
Sandy Spring Bank833$46 12/31/2019
     SCHR833$46 12/31/2019
Vigilant Capital Management LLC770$42 12/31/2019
     SCHR770$42 12/31/2019
Cascade Investment Advisors Inc.750$41 12/31/2019
     SCHR750$41 12/31/2019
Peachtree Investment Partners LLC700$38 12/31/2019
     SCHR700$38 12/31/2019
Tompkins Financial Corp680$37 12/31/2019
     SCHR680$37 12/31/2019
NWK Group Inc.479$26 12/31/2019
     SCHR479$26 12/31/2019
Sound Income Strategies LLC451$25 12/31/2019
     SCHR451$25 12/31/2019
Rockefeller Capital Management L.P.437$24 12/31/2019
     SCHR437$24 12/31/2019
Blair William & Co. IL425$23 12/31/2019
     SCHR425$23 12/31/2019
Capital Directions Investment Advisors LLC393$22 12/31/2019
     SCHR393$22 12/31/2019
Stearns Financial Services Group353$19 12/31/2019
     SCHR353$19 12/31/2019
Great Diamond Partners LLC350$19 12/31/2019
     SCHR350$19 12/31/2019
Fifth Third Bancorp325$18 12/31/2019
     SCHR325$18 12/31/2019
Westwood Holdings Group Inc.303$17 12/31/2019
     SCHR303$17 12/31/2019
AlphaCore Capital LLC292$16 12/31/2019
     SCHR292$16 12/31/2019
Ellevest Inc.234$13 12/31/2019
     SCHR234$13 12/31/2019
LifePlan Financial Group Inc222$12 12/31/2019
     SCHR222$12 12/31/2019
Capital Advisory Group Advisory Services LLC225$12 12/31/2019
     SCHR225$12 12/31/2019
Townsend Asset Management Corp NC ADV197$11 12/31/2019
     SCHR197$11 12/31/2019
US Bancorp DE180$10 12/31/2019
     SCHR180$10 12/31/2019
Ballast Advisors LLC182$10 12/31/2019
     SCHR182$10 12/31/2019
Anfield Capital Management LLC137$8 12/31/2019
     SCHR137$8 12/31/2019
Front Row Advisors LLC150$8 12/31/2019
     SCHR150$8 12/31/2019
Orion Portfolio Solutions LLC152$8 12/31/2019
     SCHR152$8 12/31/2019
Bedel Financial Consulting Inc.129$7 12/31/2019
     SCHR129$7 12/31/2019
Woodley Farra Manion Portfolio Management Inc.103$6 12/31/2019
     SCHR103$6 12/31/2019
JPMorgan Chase & Co.99$5 12/31/2019
     SCHR99$5 12/31/2019
Trust Co. of Vermont97$5 12/31/2019
     SCHR97$5 12/31/2019
HCR Wealth Advisors86$5 12/31/2019
     SCHR86$5 12/31/2019
Enterprise Financial Services Corp78$4 12/31/2019
     SCHR78$4 12/31/2019
Tsfg LLC64$4 12/31/2019
     SCHR64$4 12/31/2019
Citigroup Inc.46$3 12/31/2019
     SCHR46$3 12/31/2019
Whittier Trust Co.33$2 12/31/2019
     SCHR33$2 12/31/2019
Benjamin Edwards Inc.43$2 12/31/2019
     SCHR43$2 12/31/2019
Financial Management Professionals Inc.41$2 12/31/2019
     SCHR41$2 12/31/2019
Wealthcare Advisory Partners LLC43$2 12/31/2019
     SCHR43$2 12/31/2019
Proequities Inc.0$0 12/31/2019
     SCHR0$0 12/31/2019
Allworth Financial LP1$0 12/31/2019
     SCHR1$0 12/31/2019
Lenox Wealth Advisors LLC7$0 12/31/2019
     SCHR7$0 12/31/2019
IFP Advisors Inc0$0 12/31/2019
     SCHR0$0 12/31/2019
Steward Partners Investment Advisory LLC8$0 12/31/2019
     SCHR8$0 12/31/2019
Carmichael Hill & Associates Inc.6$0 12/31/2019
     SCHR6$0 12/31/2019
Certified Advisory Corp9$0 12/31/2019
     SCHR9$0 12/31/2019

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

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