HoldingsChannel.com
Funds Holding SCHR
HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Advisory Inc.46,411,911$2,578,646 09/30/2019
     SCHR46,411,911$2,578,646 09/30/2019
Royal Bank of Canada3,234,498$179,709 09/30/2019
     SCHR3,234,498$179,709 09/30/2019
Madison Investment Holdings Inc.2,041,794$113,442 09/30/2019
     SCHR2,041,794$113,442 09/30/2019
Stifel Financial Corp1,755,596$97,746 09/30/2019
     SCHR1,755,596$97,746 09/30/2019
State Street Corp1,450,000$80,562 09/30/2019
     SCHR1,450,000$80,562 09/30/2019
Envestnet Asset Management Inc.1,072,484$59,587 09/30/2019
     SCHR1,072,484$59,587 09/30/2019
BerganKDV Wealth Management LLC745,059$41,396 09/30/2019
     SCHR745,059$41,396 09/30/2019
Wealth Enhancement Advisory Services LLC730,016$40,484 09/30/2019
     SCHR730,016$40,484 09/30/2019
Morningstar Investment Management LLC698,144$38,789 09/30/2019
     SCHR698,144$38,789 09/30/2019
Ameriprise Financial Inc.686,332$38,144 09/30/2019
     SCHR686,332$38,144 09/30/2019
American Economic Planning Group Inc. ADV636,230$35,292 09/30/2019
     SCHR636,230$35,292 09/30/2019
Sequoia Financial Advisors LLC334,898$18,607 09/30/2019
     SCHR334,898$18,607 09/30/2019
Wells Fargo & Company MN331,675$18,428 09/30/2019
     SCHR331,675$18,428 09/30/2019
Northwest Capital Management Inc225,578$12,533 09/30/2019
     SCHR225,578$12,533 09/30/2019
Relaxing Retirement Coach218,510$12,147 09/30/2019
     SCHR218,510$12,147 09/30/2019
Pennsylvania Trust Co213,846$11,882 09/30/2019
     SCHR213,846$11,882 09/30/2019
Cardan Capital Partners LLC213,007$11,835 09/30/2019
     SCHR213,007$11,835 09/30/2019
Charles Schwab Trust Co202,056$11,236 09/30/2019
     SCHR202,056$11,236 09/30/2019
Wealthsource Partners LLC194,157$10,787 09/30/2019
     SCHR194,157$10,787 09/30/2019
IndexIQ Advisors LLC185,647$10,315 09/30/2019
     SCHR185,647$10,315 09/30/2019
Bangor Savings Bank184,678$10,261 09/30/2019
     SCHR184,678$10,261 09/30/2019
Beacon Wealthcare Inc178,712$9,929 09/30/2019
     SCHR178,712$9,929 09/30/2019
Financial Engines Advisors L.L.C.169,055$9,393 09/30/2019
     SCHR169,055$9,393 09/30/2019
Almanack Investment Partners LLC.158,123$8,785 09/30/2019
     SCHR158,123$8,785 09/30/2019
Buckingham Asset Management LLC151,506$8,418 09/30/2019
     SCHR151,506$8,418 09/30/2019
Financial Consulate Inc.149,206$8,290 09/30/2019
     SCHR149,206$8,290 09/30/2019
Harvest Group Wealth Management LLC142,865$7,938 09/30/2019
     SCHR142,865$7,938 09/30/2019
SWS Partners141,910$7,833 09/30/2019
     SCHR141,910$7,833 09/30/2019
FormulaFolio Investments LLC137,765$7,654 09/30/2019
     SCHR137,765$7,654 09/30/2019
Sterling Investment Management Inc.132,006$7,334 09/30/2019
     SCHR132,006$7,334 09/30/2019
Foster & Motley Inc.126,596$7,034 09/30/2019
     SCHR126,596$7,034 09/30/2019
First Merchants Corp113,787$6,322 09/30/2019
     SCHR113,787$6,322 09/30/2019
Moisand Fitzgerald Tamayo LLC112,086$6,227 09/30/2019
     SCHR112,086$6,227 09/30/2019
LVW Advisors LLC110,469$6,138 09/30/2019
     SCHR110,469$6,138 09/30/2019
Quantum Capital Management LLC NJ104,777$5,821 09/30/2019
     SCHR104,777$5,821 09/30/2019
Eqis Capital Management Inc.100,967$5,610 09/30/2019
     SCHR100,967$5,610 09/30/2019
Krilogy Financial LLC96,459$5,359 09/30/2019
     SCHR96,459$5,359 09/30/2019
West Coast Financial LLC91,245$5,070 09/30/2019
     SCHR91,245$5,070 09/30/2019
Buckingham Capital Management Inc.83,726$4,652 09/30/2019
     SCHR83,726$4,652 09/30/2019
RKL Wealth Management LLC82,183$4,562 09/30/2019
     SCHR82,183$4,562 09/30/2019
McAdam LLC80,477$4,471 09/30/2019
     SCHR80,477$4,471 09/30/2019
Cetera Advisors LLC78,827$4,387 09/30/2019
     SCHR78,827$4,387 09/30/2019
MidWestOne Financial Group Inc.78,794$4,378 09/30/2019
     SCHR78,794$4,378 09/30/2019
SeaCrest Wealth Management LLC66,450$3,692 09/30/2019
     SCHR66,450$3,692 09/30/2019
Susquehanna International Group LLP60,836$3,380 09/30/2019
     SCHR60,836$3,380 09/30/2019
USAdvisors Wealth Management LLC56,257$3,126 09/30/2019
     SCHR56,257$3,126 09/30/2019
Mercer Global Advisors Inc. ADV55,660$3,092 09/30/2019
     SCHR55,660$3,092 09/30/2019
UBS Group AG51,680$2,871 09/30/2019
     SCHR51,680$2,871 09/30/2019
Ifrah Financial Services Inc.50,798$2,822 09/30/2019
     SCHR50,798$2,822 09/30/2019
Diligent Investors LLC50,459$2,804 09/30/2019
     SCHR50,459$2,804 09/30/2019
Cambridge Investment Research Advisors Inc.48,543$2,697 09/30/2019
     SCHR48,543$2,697 09/30/2019
AdvisorNet Financial Inc46,310$2,573 09/30/2019
     SCHR46,310$2,573 09/30/2019
Captrust Financial Advisors46,086$2,561 09/30/2019
     SCHR46,086$2,561 09/30/2019
AJ Wealth Strategies LLC45,028$2,502 09/30/2019
     SCHR45,028$2,502 09/30/2019
Pinnacle Advisory Group Inc.44,329$2,463 09/30/2019
     SCHR44,329$2,463 09/30/2019
D.B. Root & Company LLC42,980$2,388 09/30/2019
     SCHR42,980$2,388 09/30/2019
Cobblestone Capital Advisors LLC NY38,997$2,167 09/30/2019
     SCHR38,997$2,167 09/30/2019
Successful Portfolios LLC38,834$2,158 09/30/2019
     SCHR38,834$2,158 09/30/2019
Slow Capital Inc.38,560$2,142 09/30/2019
     SCHR38,560$2,142 09/30/2019
Jane Street Group LLC38,492$2,139 09/30/2019
     SCHR38,492$2,139 09/30/2019
Lateef Investment Management L.P.37,498$2,083 09/30/2019
     SCHR37,498$2,083 09/30/2019
Juncture Wealth Strategies LLC36,851$2,047 09/30/2019
     SCHR36,851$2,047 09/30/2019
First National Trust Co35,222$1,957 09/30/2019
     SCHR35,222$1,957 09/30/2019
TrinityPoint Wealth LLC35,047$1,937 09/30/2019
     SCHR35,047$1,937 09/30/2019
Bank of America Corp DE34,193$1,900 09/30/2019
     SCHR34,193$1,900 09/30/2019
Wealthcare Capital Management LLC34,141$1,897 09/30/2019
     SCHR34,141$1,897 09/30/2019
WT Wealth Management33,791$1,877 09/30/2019
     SCHR33,791$1,877 09/30/2019
Warren Averett Asset Management LLC33,604$1,867 09/30/2019
     SCHR33,604$1,867 09/30/2019
LPL Financial LLC33,155$1,842 09/30/2019
     SCHR33,155$1,842 09/30/2019
Bank of Montreal Can32,286$1,794 09/30/2019
     SCHR32,286$1,794 09/30/2019
Change Path LLC30,970$1,721 09/30/2019
     SCHR30,970$1,721 09/30/2019
Vishria Bird Financial Group LLC30,922$1,718 09/30/2019
     SCHR30,922$1,718 09/30/2019
Opus Capital Group LLC29,978$1,666 09/30/2019
     SCHR29,978$1,666 09/30/2019
SignalPoint Asset Management LLC29,573$1,643 09/30/2019
     SCHR29,573$1,643 09/30/2019
United Capital Financial Advisers LLC28,653$1,592 09/30/2019
     SCHR28,653$1,592 09/30/2019
Morgan Stanley28,013$1,557 09/30/2019
     SCHR28,013$1,557 09/30/2019
Cambridge Associates LLC MA ADV27,983$1,555 09/30/2019
     SCHR27,983$1,555 09/30/2019
Roof Eidam & Maycock ADV27,417$1,523 09/30/2019
     SCHR27,417$1,523 09/30/2019
MCF Advisors LLC26,576$1,477 09/30/2019
     SCHR26,576$1,477 09/30/2019
Flow Traders U.S. LLC25,802$1,434 09/30/2019
     SCHR25,802$1,434 09/30/2019
SVA Wealth Management LLC25,404$1,411 09/30/2019
     SCHR25,404$1,411 09/30/2019
Patriot Investment Management Inc.25,010$1,400 09/30/2019
     SCHR25,010$1,400 09/30/2019
Salem Investment Counselors Inc.24,775$1,376 09/30/2019
     SCHR24,775$1,376 09/30/2019
Sowell Financial Services LLC24,771$1,376 09/30/2019
     SCHR24,771$1,376 09/30/2019
Financial Advisory Service Inc.22,594$1,255 09/30/2019
     SCHR22,594$1,255 09/30/2019
Janney Montgomery Scott LLC22,535$1,252 09/30/2019
     SCHR22,535$1,252 09/30/2019
Mather Group LLC.22,433$1,246 09/30/2019
     SCHR22,433$1,246 09/30/2019
PrairieView Partners LLC22,016$1,223 09/30/2019
     SCHR22,016$1,223 09/30/2019
Monroe Bank & Trust MI21,409$1,177 06/30/2019
     SCHR21,409$1,177 06/30/2019
Citadel Advisors LLC20,848$1,158 09/30/2019
     SCHR20,848$1,158 09/30/2019
Ladenburg Thalmann Financial Services Inc.20,180$1,121 09/30/2019
     SCHR20,180$1,121 09/30/2019
Taylor Cottrill Erickson & Associates Inc.20,168$1,121 09/30/2019
     SCHR20,168$1,121 09/30/2019
Act Two Investors LLC19,454$1,081 09/30/2019
     SCHR19,454$1,081 09/30/2019
Vista Capital Partners Inc.19,141$1,063 09/30/2019
     SCHR19,141$1,063 09/30/2019
Fagan Associates Inc.17,994$1,000 09/30/2019
     SCHR17,994$1,000 09/30/2019
Massmutual Trust Co. FSB ADV16,890$938 09/30/2019
     SCHR16,890$938 09/30/2019
Swaine & Leidel Wealth Services LLC16,375$910 09/30/2019
     SCHR16,375$910 09/30/2019
Raymond James Financial Services Advisors Inc.16,284$905 09/30/2019
     SCHR16,284$905 09/30/2019
Strategic Advisors LLC16,099$894 09/30/2019
     SCHR16,099$894 09/30/2019
Capital Wealth Planning LLC15,692$869 09/30/2019
     SCHR15,692$869 09/30/2019
FLC Capital Advisors13,610$756 09/30/2019
     SCHR13,610$756 09/30/2019
Vision Capital Management Inc.13,353$742 09/30/2019
     SCHR13,353$742 09/30/2019
Advisor Group Inc.13,342$742 09/30/2019
     SCHR13,342$742 09/30/2019
Diversified Portfolios Inc.12,950$720 09/30/2019
     SCHR12,950$720 09/30/2019
Mainstay Capital Management LLC ADV12,797$711 09/30/2019
     SCHR12,797$711 09/30/2019
Synovus Financial Corp12,760$709 09/30/2019
     SCHR12,760$709 09/30/2019
V Wealth Advisors LLC12,648$703 09/30/2019
     SCHR12,648$703 09/30/2019
Asset Management Group Inc.11,936$663 09/30/2019
     SCHR11,936$663 09/30/2019
JMG Financial Group Ltd.11,658$648 09/30/2019
     SCHR11,658$648 09/30/2019
Courage Miller Partners LLC11,513$640 09/30/2019
     SCHR11,513$640 09/30/2019
IHT Wealth Management LLC10,876$604 09/30/2019
     SCHR10,876$604 09/30/2019
Creative Planning10,596$589 09/30/2019
     SCHR10,596$589 09/30/2019
Tortoise Investment Management LLC9,348$519 09/30/2019
     SCHR9,348$519 09/30/2019
Secrest Blakey & Associates LLC9,096$505 09/30/2019
     SCHR9,096$505 09/30/2019
Segall Bryant & Hamill LLC8,985$499 09/30/2019
     SCHR8,985$499 09/30/2019
Comerica Bank8,876$492 09/30/2019
     SCHR8,876$492 09/30/2019
Twele Capital Management Inc.8,599$478 09/30/2019
     SCHR8,599$478 09/30/2019
Knowledge Leaders Capital LLC8,582$477 09/30/2019
     SCHR8,582$477 09/30/2019
Financial Gravity Wealth Inc.8,404$467 09/30/2019
     SCHR8,404$467 09/30/2019
GeoWealth Management LLC8,388$466 09/30/2019
     SCHR8,388$466 09/30/2019
Trustcore Financial Services LLC8,329$463 09/30/2019
     SCHR8,329$463 09/30/2019
Sullivan Bruyette Speros & Blaney LLC8,233$457 09/30/2019
     SCHR8,233$457 09/30/2019
Valmark Advisers Inc.8,090$450 09/30/2019
     SCHR8,090$450 09/30/2019
Sfmg LLC7,884$438 09/30/2019
     SCHR7,884$438 09/30/2019
Independent Advisor Alliance7,895$434 09/30/2019
     SCHR7,895$434 09/30/2019
Advisory Services Network LLC7,825$430 09/30/2019
     SCHR7,825$430 09/30/2019
Legacy Capital Partners Inc.7,503$417 09/30/2019
     SCHR7,503$417 09/30/2019
Anderson Fisher LLC7,422$412 09/30/2019
     SCHR7,422$412 09/30/2019
Great Valley Advisor Group Inc.7,491$410 09/30/2019
     SCHR7,491$410 09/30/2019
Hudock Capital Group LLC7,011$389 09/30/2019
     SCHR7,011$389 09/30/2019
Kalos Management Inc.6,736$370 09/30/2019
     SCHR6,736$370 09/30/2019
Versant Capital Management Inc6,428$357 09/30/2019
     SCHR6,428$357 09/30/2019
Commonwealth Equity Services LLC6,143$341 09/30/2019
     SCHR6,143$341 09/30/2019
Capital Investment Advisory Services LLC6,039$336 09/30/2019
     SCHR6,039$336 09/30/2019
Benjamin F. Edwards & Company Inc.5,995$333 09/30/2019
     SCHR5,995$333 09/30/2019
9258 Wealth Management LLC5,965$331 09/30/2019
     SCHR5,965$331 09/30/2019
Carnegie Capital Asset Management LLC5,088$283 09/30/2019
     SCHR5,088$283 09/30/2019
GenWealth Group Inc.5,105$283 09/30/2019
     SCHR5,105$283 09/30/2019
Sawtooth Solutions LLC5,029$279 09/30/2019
     SCHR5,029$279 09/30/2019
Columbus Macro LLC4,974$276 09/30/2019
     SCHR4,974$276 09/30/2019
Barrett Asset Management LLC4,925$274 09/30/2019
     SCHR4,925$274 09/30/2019
Private Advisor Group LLC4,872$271 09/30/2019
     SCHR4,872$271 09/30/2019
AdvicePeriod LLC4,872$271 09/30/2019
     SCHR4,872$271 09/30/2019
Green Square Capital LLC4,836$269 09/30/2019
     SCHR4,836$269 09/30/2019
Millennium Management LLC4,792$266 09/30/2019
     SCHR4,792$266 09/30/2019
Northwestern Mutual Wealth Management Co.4,752$264 09/30/2019
     SCHR4,752$264 09/30/2019
Vista Private Wealth Partners. LLC4,667$259 09/30/2019
     SCHR4,667$259 09/30/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,609$256 09/30/2019
     SCHR4,609$256 09/30/2019
Intersect Capital LLC4,551$253 09/30/2019
     SCHR4,551$253 09/30/2019
Pathway Financial Advisors LLC4,400$241 09/30/2019
     SCHR4,400$241 09/30/2019
PNC Financial Services Group Inc.4,305$240 09/30/2019
     SCHR4,305$240 09/30/2019
Vigilant Capital Management LLC4,315$240 09/30/2019
     SCHR4,315$240 09/30/2019
Abacus Planning Group Inc.4,211$234 09/30/2019
     SCHR4,211$234 09/30/2019
Hanson & Doremus Investment Management3,969$221 09/30/2019
     SCHR3,969$221 09/30/2019
Moloney Securities Asset Management LLC3,924$218 09/30/2019
     SCHR3,924$218 09/30/2019
Ausdal Financial Partners Inc.3,772$210 09/30/2019
     SCHR3,772$210 09/30/2019
FMR LLC3,355$186 09/30/2019
     SCHR3,355$186 09/30/2019
US Bancorp DE2,906$161 09/30/2019
     SCHR2,906$161 09/30/2019
Deutsche Bank AG2,635$146 09/30/2019
     SCHR2,635$146 09/30/2019
Larson Financial Group LLC2,441$136 09/30/2019
     SCHR2,441$136 09/30/2019
Marquette Asset Management LLC2,310$128 09/30/2019
     SCHR2,310$128 09/30/2019
NEXT Financial Group Inc2,256$125 09/30/2019
     SCHR2,256$125 09/30/2019
Optimum Investment Advisors2,000$111 09/30/2019
     SCHR2,000$111 09/30/2019
UBS Asset Management Americas Inc.1,824$101 09/30/2019
     SCHR1,824$101 09/30/2019
BlackRock Inc.1,198$67 09/30/2019
     SCHR1,198$67 09/30/2019
Parkside Financial Bank & Trust1,025$57 09/30/2019
     SCHR1,025$57 09/30/2019
Ameritas Investment Corp1,008$56 09/30/2019
     SCHR1,008$56 09/30/2019
Capital Directions Investment Advisors LLC903$50 09/30/2019
     SCHR903$50 09/30/2019
LifePlan Financial Group Inc762$42 09/30/2019
     SCHR762$42 09/30/2019
Cascade Investment Advisors Inc.750$42 09/30/2019
     SCHR750$42 09/30/2019
Tompkins Financial Corp680$38 09/30/2019
     SCHR680$38 09/30/2019
Financial Advantage Inc.580$32 09/30/2019
     SCHR580$32 09/30/2019
Blair William & Co. IL437$24 09/30/2019
     SCHR437$24 09/30/2019
Rockefeller Capital Management L.P.437$24 09/30/2019
     SCHR437$24 09/30/2019
IFP Advisors Inc420$23 09/30/2019
     SCHR420$23 09/30/2019
Howe & Rusling Inc.375$21 09/30/2019
     SCHR375$21 09/30/2019
Spectrum Management Group Inc.362$20 09/30/2019
     SCHR362$20 09/30/2019
Stearns Financial Services Group313$17 09/30/2019
     SCHR313$17 09/30/2019
Ellevest Inc.234$13 09/30/2019
     SCHR234$13 09/30/2019
Joseph P. Lucia & Associates LLC186$10 09/30/2019
     SCHR186$10 09/30/2019
Strategic Wealth Partners Ltd.161$8 09/30/2019
     SCHR161$8 09/30/2019
Front Row Advisors LLC150$8 09/30/2019
     SCHR150$8 09/30/2019
First Allied Advisory Services Inc.120$7 09/30/2019
     SCHR120$7 09/30/2019
Bedel Financial Consulting Inc.128$7 09/30/2019
     SCHR128$7 09/30/2019
Whittier Trust Co.99$6 09/30/2019
     SCHR99$6 09/30/2019
Lake Point Wealth Management108$6 06/30/2019
     SCHR108$6 06/30/2019
Trust Co. of Vermont97$5 09/30/2019
     SCHR97$5 09/30/2019
Enterprise Financial Services Corp78$4 09/30/2019
     SCHR78$4 09/30/2019
Northwest Investment Counselors LLC40$2 09/30/2019
     SCHR40$2 09/30/2019
Benjamin Edwards Inc.42$2 09/30/2019
     SCHR42$2 09/30/2019
Financial Management Professionals Inc.42$2 09/30/2019
     SCHR42$2 09/30/2019
CWM LLC15$1 09/30/2019
     SCHR15$1 09/30/2019
Golden State Wealth Management LLC10$1 09/30/2019
     SCHR10$1 09/30/2019
Proequities Inc.0$0 09/30/2019
     SCHR0$0 09/30/2019
Citigroup Inc.1$0 09/30/2019
     SCHR1$0 09/30/2019
Allworth Financial LP1$0 09/30/2019
     SCHR1$0 09/30/2019
Lenox Wealth Advisors LLC7$0 09/30/2019
     SCHR7$0 09/30/2019
Steward Partners Investment Advisory LLC8$0 09/30/2019
     SCHR8$0 09/30/2019

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

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