HoldingsChannel.com
Funds Holding SCHR

On this page, we present all of the funds holding SCHR from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SCHR, with a link to that fund's top holdings. The next columns indicate the amount of SCHR stock held by each of the funds holding SCHR, followed by the SCHR position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 371 funds holding SCHR 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 SCHR), click the fund name in the "Holder" column of the funds-holding-SCHR table below.

HolderAmountPosition Size
($ in 1000's)		 As of
Charles Schwab Investment Advisory Inc.79,489,759$3,952,231 12/31/2023
     SCHR79,489,759$3,952,231 12/31/2023
Royal Bank of Canada10,317,184$512,972 12/31/2023
     SCHR10,317,184$512,972 12/31/2023
Ameriprise Financial Inc.3,510,030$174,514 12/31/2023
     SCHR3,510,030$174,514 12/31/2023
Stifel Financial Corp2,933,443$145,851 12/31/2023
     SCHR2,933,443$145,851 12/31/2023
Goldman Sachs Group Inc.2,582,920$128,423 12/31/2023
     SCHR2,582,920$128,423 12/31/2023
JPMorgan Chase & Co.1,836,568$91,314 12/31/2023
     SCHR1,836,568$91,314 12/31/2023
Creative Planning1,584,553$78,784 12/31/2023
     SCHR1,584,553$78,784 12/31/2023
Crane Advisory LLC1,491,511$72,711 03/31/2024
     SCHR1,491,511$72,711 03/31/2024
State Street Corp1,450,000$72,094 12/31/2023
     SCHR1,450,000$72,094 12/31/2023
Pacific Sage Partners LLC1,233,128$61,311 12/31/2023
     SCHR1,233,128$61,311 12/31/2023
Envestnet Asset Management Inc.1,205,869$59,956 12/31/2023
     SCHR1,205,869$59,956 12/31/2023
Wealth Enhancement Advisory Services LLC1,000,844$49,091 03/31/2024
     SCHR1,000,844$49,091 03/31/2024
Hilton Capital Management LLC968,816$48,170 12/31/2023
     SCHR968,816$48,170 12/31/2023
Cornerstone Wealth Advisors Inc.884,987$43,409 03/31/2024
     SCHR884,987$43,409 03/31/2024
Allspring Global Investments Holdings LLC722,037$35,416 03/31/2024
     SCHR722,037$35,416 03/31/2024
Northwest Capital Management Inc709,894$34,820 03/31/2024
     SCHR709,894$34,820 03/31/2024
Moisand Fitzgerald Tamayo LLC696,828$34,179 03/31/2024
     SCHR696,828$34,179 03/31/2024
CWM LLC694,206$34,051 03/31/2024
     SCHR694,206$34,051 03/31/2024
Busey Wealth Management644,991$32,069 12/31/2023
     SCHR644,991$32,069 12/31/2023
Resonant Capital Advisors LLC624,151$31,033 12/31/2023
     SCHR624,151$31,033 12/31/2023
Allworth Financial LP614,937$30,575 12/31/2023
     SCHR614,937$30,575 12/31/2023
Morningstar Investment Services LLC578,863$28,810 12/31/2023
     SCHR578,863$28,810 12/31/2023
Advisor Group Holdings Inc.566,756$28,181 12/31/2023
     SCHR566,756$28,181 12/31/2023
Madison Asset Management LLC531,010$26,402 12/31/2023
     SCHR531,010$26,402 12/31/2023
Bank of America Corp DE515,704$25,641 12/31/2023
     SCHR515,704$25,641 12/31/2023
Clearstead Advisors LLC507,853$25,250 12/31/2023
     SCHR507,853$25,250 12/31/2023
Foster & Motley Inc.508,010$24,918 03/31/2024
     SCHR508,010$24,918 03/31/2024
West Coast Financial LLC506,227$24,830 03/31/2024
     SCHR506,227$24,830 03/31/2024
FLC Capital Advisors494,888$24,606 12/31/2023
     SCHR494,888$24,606 12/31/2023
STA Wealth Management LLC492,698$24,497 12/31/2023
     SCHR492,698$24,497 12/31/2023
Your Advocates Ltd. LLP489,198$24,323 12/31/2023
     SCHR489,198$24,323 12/31/2023
Morgan Stanley486,844$24,206 12/31/2023
     SCHR486,844$24,206 12/31/2023
Galvin Gaustad & Stein LLC458,654$22,497 03/31/2024
     SCHR458,654$22,497 03/31/2024
Taddei Ludwig & Associates Inc.442,261$21,989 12/31/2023
     SCHR442,261$21,989 12/31/2023
Beacon Wealthcare LLC429,890$21,086 03/31/2024
     SCHR429,890$21,086 03/31/2024
Greenline Partners LLC401,792$19,978 12/31/2023
     SCHR401,792$19,978 12/31/2023
Bouchey Financial Group Ltd382,761$19,031 12/31/2023
     SCHR382,761$19,031 12/31/2023
First National Trust Co378,293$18,809 12/31/2023
     SCHR378,293$18,809 12/31/2023
Financial Counselors Inc.373,159$18,553 12/31/2023
     SCHR373,159$18,553 12/31/2023
Lake Street Advisors Group LLC346,755$17,241 12/31/2023
     SCHR346,755$17,241 12/31/2023
HC Advisors LLC306,549$15,242 12/31/2023
     SCHR306,549$15,242 12/31/2023
Charles Schwab Investment Management Inc.304,353$15,132 12/31/2023
     SCHR304,353$15,132 12/31/2023
AlphaStar Capital Management LLC300,461$14,939 12/31/2023
     SCHR300,461$14,939 12/31/2023
Tradition Wealth Management LLC299,228$14,878 12/31/2023
     SCHR299,228$14,878 12/31/2023
LPL Financial LLC292,386$14,537 12/31/2023
     SCHR292,386$14,537 12/31/2023
Intelligence Driven Advisers LLC285,508$14,230 12/31/2023
     SCHR285,508$14,230 12/31/2023
BlackRock Inc.272,360$13,542 12/31/2023
     SCHR272,360$13,542 12/31/2023
Wells Fargo & Company MN267,686$13,309 12/31/2023
     SCHR267,686$13,309 12/31/2023
Sequoia Financial Advisors LLC258,188$12,837 12/31/2023
     SCHR258,188$12,837 12/31/2023
DAVENPORT & Co LLC255,318$12,694 12/31/2023
     SCHR255,318$12,694 12/31/2023
Tradewinds Capital Management LLC240,750$11,809 03/31/2024
     SCHR240,750$11,809 03/31/2024
Orion Portfolio Solutions LLC235,221$11,639 12/31/2023
     SCHR235,221$11,639 12/31/2023
Stokes Family Office LLC231,351$11,503 12/31/2023
     SCHR231,351$11,503 12/31/2023
Marshall Financial Group LLC228,628$11,367 12/31/2023
     SCHR228,628$11,367 12/31/2023
Franklin Resources Inc.217,650$10,822 12/31/2023
     SCHR217,650$10,822 12/31/2023
Altiora Financial Group LLC213,511$10,473 03/31/2024
     SCHR213,511$10,473 03/31/2024
GenTrust LLC207,411$10,312 12/31/2023
     SCHR207,411$10,312 12/31/2023
SWS Partners198,667$9,878 12/31/2023
     SCHR198,667$9,878 12/31/2023
Morton Brown Family Wealth LLC183,880$9,143 12/31/2023
     SCHR183,880$9,143 12/31/2023
Kingsview Wealth Management LLC180,364$8,968 12/31/2023
     SCHR180,364$8,968 12/31/2023
Morningstar Investment Management LLC175,626$8,732 12/31/2023
     SCHR175,626$8,732 12/31/2023
Cetera Advisors LLC171,932$8,548 12/31/2023
     SCHR171,932$8,548 12/31/2023
McAdam LLC168,836$8,395 12/31/2023
     SCHR168,836$8,395 12/31/2023
Mariner LLC168,726$8,389 12/31/2023
     SCHR168,726$8,389 12/31/2023
Bank of Montreal Can153,972$7,672 12/31/2023
     SCHR153,972$7,672 12/31/2023
Vident Advisory LLC140,838$7,002 12/31/2023
     SCHR140,838$7,002 12/31/2023
Kestra Advisory Services LLC133,515$6,638 12/31/2023
     SCHR133,515$6,638 12/31/2023
One Degree Advisors Inc131,776$6,470 12/31/2023
     SCHR131,776$6,470 12/31/2023
Envestnet Portfolio Solutions Inc.128,417$6,385 12/31/2023
     SCHR128,417$6,385 12/31/2023
Financial Engines Advisors L.L.C.127,125$6,321 12/31/2023
     SCHR127,125$6,321 12/31/2023
Libra Wealth LLC125,829$6,256 12/31/2023
     SCHR125,829$6,256 12/31/2023
Change Path LLC125,173$6,224 12/31/2023
     SCHR125,173$6,224 12/31/2023
Janney Montgomery Scott LLC123,470$6,139 12/31/2023
     SCHR123,470$6,139 12/31/2023
Oakwell Private Wealth Management LLC122,134$6,073 12/31/2023
     SCHR122,134$6,073 12/31/2023
Fiduciary Alliance LLC118,505$5,762 03/31/2024
     SCHR118,505$5,762 03/31/2024
Advisory Alpha LLC112,388$5,588 12/31/2023
     SCHR112,388$5,588 12/31/2023
LexAurum Advisors LLC109,348$5,364 03/31/2024
     SCHR109,348$5,364 03/31/2024
Truist Financial Corp105,882$5,264 12/31/2023
     SCHR105,882$5,264 12/31/2023
Benjamin F. Edwards & Company Inc.103,687$5,156 12/31/2023
     SCHR103,687$5,156 12/31/2023
Buckingham Strategic Wealth LLC98,737$4,909 12/31/2023
     SCHR98,737$4,909 12/31/2023
Private Advisor Group LLC97,770$4,861 12/31/2023
     SCHR97,770$4,861 12/31/2023
Exencial Wealth Advisors LLC96,960$4,821 12/31/2023
     SCHR96,960$4,821 12/31/2023
Myecfo LLC95,089$4,659 03/31/2024
     SCHR95,089$4,659 03/31/2024
Focus Financial Network Inc. ADV92,252$4,587 12/31/2023
     SCHR92,252$4,587 12/31/2023
Upper Left Wealth Management LLC89,264$4,438 12/31/2023
     SCHR89,264$4,438 12/31/2023
Darrow Company Inc.87,806$4,366 12/31/2023
     SCHR87,806$4,366 12/31/2023
GenWealth Group Inc.84,680$4,154 03/31/2024
     SCHR84,680$4,154 03/31/2024
Heritage Wealth Management Inc. CA 82,422$4,098 12/31/2023
     SCHR82,422$4,098 12/31/2023
Hendershot Investments Inc.82,033$4,079 12/31/2023
     SCHR82,033$4,079 12/31/2023
Benjamin Edwards Inc.80,896$4,022 12/31/2023
     SCHR80,896$4,022 12/31/2023
UBS Group AG80,221$3,989 12/31/2023
     SCHR80,221$3,989 12/31/2023
Modus Advisors LLC80,208$3,934 03/31/2024
     SCHR80,208$3,934 03/31/2024
Valmark Advisers Inc.77,839$3,870 12/31/2023
     SCHR77,839$3,870 12/31/2023
PAX Financial Group LLC76,718$3,770 12/31/2023
     SCHR76,718$3,770 12/31/2023
MML Investors Services LLC75,695$3,764 12/31/2023
     SCHR75,695$3,764 12/31/2023
Advocate Group LLC74,328$3,696 12/31/2023
     SCHR74,328$3,696 12/31/2023
Hilltop Partners LLC73,287$3,644 12/31/2023
     SCHR73,287$3,644 12/31/2023
Merit Financial Group LLC72,742$3,617 12/31/2023
     SCHR72,742$3,617 12/31/2023
Walkner Condon Financial Advisors LLC72,294$3,595 12/31/2023
     SCHR72,294$3,595 12/31/2023
RKL Wealth Management LLC70,735$3,517 12/31/2023
     SCHR70,735$3,517 12/31/2023
Stratos Wealth Advisors LLC70,025$3,435 03/31/2024
     SCHR70,025$3,435 03/31/2024
Spire Wealth Management67,183$3,313 12/31/2023
     SCHR67,183$3,313 12/31/2023
Meridian Management Co.67,448$3,310 12/31/2023
     SCHR67,448$3,310 12/31/2023
Commonwealth Equity Services LLC66,463$3,305 12/31/2023
     SCHR66,463$3,305 12/31/2023
WealthCare Investment Partners LLC66,748$3,274 03/31/2024
     SCHR66,748$3,274 03/31/2024
Raymond James & Associates64,171$3,191 12/31/2023
     SCHR64,171$3,191 12/31/2023
HighTower Advisors LLC62,478$3,104 12/31/2023
     SCHR62,478$3,104 12/31/2023
Cetera Investment Advisers58,137$2,891 12/31/2023
     SCHR58,137$2,891 12/31/2023
Kaizen Financial Strategies58,123$2,890 12/31/2023
     SCHR58,123$2,890 12/31/2023
PrairieView Partners LLC57,987$2,883 12/31/2023
     SCHR57,987$2,883 12/31/2023
Eqis Capital Management Inc.55,242$2,747 12/31/2023
     SCHR55,242$2,747 12/31/2023
Cambridge Investment Research Advisors Inc.54,820$2,726 12/31/2023
     SCHR54,820$2,726 12/31/2023
AE Wealth Management LLC54,683$2,699 12/31/2023
     SCHR54,683$2,699 12/31/2023
Columbus Macro LLC53,276$2,613 03/31/2024
     SCHR53,276$2,613 03/31/2024
Meritage Portfolio Management52,490$2,610 12/31/2023
     SCHR52,490$2,610 12/31/2023
Northwestern Mutual Wealth Management Co.52,075$2,589 12/31/2023
     SCHR52,075$2,589 12/31/2023
SYM FINANCIAL Corp48,900$2,431 12/31/2023
     SCHR48,900$2,431 12/31/2023
Diligent Investors LLC48,753$2,424 12/31/2023
     SCHR48,753$2,424 12/31/2023
Jones Financial Companies Lllp47,958$2,384 12/31/2023
     SCHR47,958$2,384 12/31/2023
Warren Averett Asset Management LLC47,079$2,341 12/31/2023
     SCHR47,079$2,341 12/31/2023
Financial Consulate Inc.47,068$2,340 12/31/2023
     SCHR47,068$2,340 12/31/2023
Brookstone Capital Management47,491$2,329 03/31/2024
     SCHR47,491$2,329 03/31/2024
Salem Investment Counselors Inc.46,165$2,264 03/31/2024
     SCHR46,165$2,264 03/31/2024
Manhattan West Asset Management LLC44,950$2,235 12/31/2023
     SCHR44,950$2,235 12/31/2023
Vise Technologies Inc.44,639$2,219 12/31/2023
     SCHR44,639$2,219 12/31/2023
HRT Financial LP43,985$2,186 12/31/2023
     SCHR43,985$2,186 12/31/2023
Sentinel Pension Advisors Inc.43,824$2,179 12/31/2023
     SCHR43,824$2,179 12/31/2023
Comerica Bank43,438$2,160 12/31/2023
     SCHR43,438$2,160 12/31/2023
Integrated Wealth Concepts LLC42,123$2,094 12/31/2023
     SCHR42,123$2,094 12/31/2023
Barden Capital Management Inc.42,449$2,035 12/31/2023
     SCHR42,449$2,035 12/31/2023
SeaCrest Wealth Management LLC41,265$2,024 03/31/2024
     SCHR41,265$2,024 03/31/2024
Ausdal Financial Partners Inc.40,955$2,009 03/31/2024
     SCHR40,955$2,009 03/31/2024
Axxcess Wealth Management LLC40,360$2,007 12/31/2023
     SCHR40,360$2,007 12/31/2023
McCarthy Grittinger Financial Group LLC39,786$1,978 12/31/2023
     SCHR39,786$1,978 12/31/2023
Susquehanna International Group LLP39,763$1,977 12/31/2023
     SCHR39,763$1,977 12/31/2023
Kathleen S. Wright Associates Inc.37,973$1,863 03/31/2024
     SCHR37,973$1,863 03/31/2024
Thrivent Financial for Lutherans33,922$1,687 12/31/2023
     SCHR33,922$1,687 12/31/2023
Commerce Bank31,450$1,564 12/31/2023
     SCHR31,450$1,564 12/31/2023
Proequities Inc.31,429$1,563 12/31/2023
     SCHR31,429$1,563 12/31/2023
Cetera Advisor Networks LLC31,266$1,555 12/31/2023
     SCHR31,266$1,555 12/31/2023
Blair William & Co. IL30,780$1,530 12/31/2023
     SCHR30,780$1,530 12/31/2023
Inspire Advisors LLC29,375$1,461 12/31/2023
     SCHR29,375$1,461 12/31/2023
National Bank of Canada FI29,465$1,459 12/31/2023
     SCHR29,465$1,459 12/31/2023
Massmutual Trust Co. FSB ADV29,676$1,456 03/31/2024
     SCHR29,676$1,456 03/31/2024
North Ridge Wealth Advisors Inc.29,231$1,453 12/31/2023
     SCHR29,231$1,453 12/31/2023
Stratos Wealth Partners LTD.29,009$1,423 03/31/2024
     SCHR29,009$1,423 03/31/2024
W.H. Cornerstone Investments Inc.28,600$1,422 12/31/2023
     SCHR28,600$1,422 12/31/2023
Baird Financial Group Inc.28,363$1,410 12/31/2023
     SCHR28,363$1,410 12/31/2023
Main Street Financial Solutions LLC28,191$1,402 12/31/2023
     SCHR28,191$1,402 12/31/2023
Mendel Capital Management LLC28,170$1,401 12/31/2023
     SCHR28,170$1,401 12/31/2023
Cobblestone Capital Advisors LLC NY27,738$1,379 12/31/2023
     SCHR27,738$1,379 12/31/2023
Equita Financial Network Inc.26,893$1,337 12/31/2023
     SCHR26,893$1,337 12/31/2023
Opus Capital Group LLC26,758$1,330 12/31/2023
     SCHR26,758$1,330 12/31/2023
Hutchinson Capital Management CA25,804$1,283 12/31/2023
     SCHR25,804$1,283 12/31/2023
Successful Portfolios LLC25,891$1,270 03/31/2024
     SCHR25,891$1,270 03/31/2024
Bank of New York Mellon Corp25,304$1,258 12/31/2023
     SCHR25,304$1,258 12/31/2023
Trust Point Inc.25,474$1,250 03/31/2024
     SCHR25,474$1,250 03/31/2024
Raymond James Financial Services Advisors Inc.25,042$1,245 12/31/2023
     SCHR25,042$1,245 12/31/2023
Mendota Financial Group LLC24,910$1,239 12/31/2023
     SCHR24,910$1,239 12/31/2023
Lateef Investment Management L.P.24,809$1,234 12/31/2023
     SCHR24,809$1,234 12/31/2023
Cambridge Associates LLC MA ADV24,598$1,223 12/31/2023
     SCHR24,598$1,223 12/31/2023
Csenge Advisory Group24,515$1,219 12/31/2023
     SCHR24,515$1,219 12/31/2023
Apollon Wealth Management LLC24,257$1,206 12/31/2023
     SCHR24,257$1,206 12/31/2023
Atria Wealth Solutions Inc.24,167$1,202 12/31/2023
     SCHR24,167$1,202 12/31/2023
Asset Management Group Inc.23,726$1,180 12/31/2023
     SCHR23,726$1,180 12/31/2023
Addison Advisors LLC23,331$1,160 12/31/2023
     SCHR23,331$1,160 12/31/2023
Horizon Financial Services LLC22,958$1,141 12/31/2023
     SCHR22,958$1,141 12/31/2023
Bangor Savings Bank23,175$1,137 03/31/2024
     SCHR23,175$1,137 03/31/2024
Lido Advisors LLC22,318$1,110 12/31/2023
     SCHR22,318$1,110 12/31/2023
Venture Visionary Partners LLC22,208$1,104 12/31/2023
     SCHR22,208$1,104 12/31/2023
Lincoln National Corp21,244$1,056 12/31/2023
     SCHR21,244$1,056 12/31/2023
Tennessee Valley Asset Management Partners19,365$963 12/31/2023
     SCHR19,365$963 12/31/2023
ETF Store Inc.18,700$930 12/31/2023
     SCHR18,700$930 12/31/2023
Principal Securities Inc.18,501$920 12/31/2023
     SCHR18,501$920 12/31/2023
SignalPoint Asset Management LLC18,026$884 03/31/2024
     SCHR18,026$884 03/31/2024
Charles Schwab Trust Co17,293$848 03/31/2024
     SCHR17,293$848 03/31/2024
WNY Asset Management LLC16,782$834 12/31/2023
     SCHR16,782$834 12/31/2023
Foster Group Inc.16,720$820 03/31/2024
     SCHR16,720$820 03/31/2024
Retirement Group LLC15,272$759 12/31/2023
     SCHR15,272$759 12/31/2023
Ronald Blue Trust Inc.15,662$751 12/31/2023
     SCHR15,662$751 12/31/2023
Milestone Investment Advisors LLC14,983$745 12/31/2023
     SCHR14,983$745 12/31/2023
EverSource Wealth Advisors LLC14,800$736 12/31/2023
     SCHR14,800$736 12/31/2023
Park Avenue Securities LLC14,278$700 03/31/2024
     SCHR14,278$700 03/31/2024
PFG Investments LLC13,922$692 12/31/2023
     SCHR13,922$692 12/31/2023
Tortoise Investment Management LLC13,747$684 12/31/2023
     SCHR13,747$684 12/31/2023
RHS Financial LLC13,853$679 03/31/2024
     SCHR13,853$679 03/31/2024
Dynamic Advisor Solutions LLC13,779$676 03/31/2024
     SCHR13,779$676 03/31/2024
OneAscent Financial Services LLC13,728$673 03/31/2024
     SCHR13,728$673 03/31/2024
CI Private Wealth LLC13,470$670 12/31/2023
     SCHR13,470$670 12/31/2023
Dakota Wealth Management12,664$630 12/31/2023
     SCHR12,664$630 12/31/2023
WCG Wealth Advisors LLC12,502$622 12/31/2023
     SCHR12,502$622 12/31/2023
Rockbridge Investment Management LCC12,472$620 12/31/2023
     SCHR12,472$620 12/31/2023
Vision Capital Management Inc.12,087$601 12/31/2023
     SCHR12,087$601 12/31/2023
Fagan Associates Inc.12,035$598 12/31/2023
     SCHR12,035$598 12/31/2023
Resources Investment Advisors LLC.11,753$584 12/31/2023
     SCHR11,753$584 12/31/2023
MGO Private Wealth LLC11,590$568 03/31/2024
     SCHR11,590$568 03/31/2024
IHT Wealth Management LLC11,356$565 12/31/2023
     SCHR11,356$565 12/31/2023
Econ Financial Services Corp11,338$564 12/31/2023
     SCHR11,338$564 12/31/2023
JFG Wealth Management LLC11,032$549 12/31/2023
     SCHR11,032$549 12/31/2023
Noble Family Wealth LLC10,788$529 03/31/2024
     SCHR10,788$529 03/31/2024
Twele Capital Management Inc.10,557$518 03/31/2024
     SCHR10,557$518 03/31/2024
WT Wealth Management10,369$516 12/31/2023
     SCHR10,369$516 12/31/2023
Beacon Pointe Advisors LLC10,337$514 12/31/2023
     SCHR10,337$514 12/31/2023
Captrust Financial Advisors10,302$512 12/31/2023
     SCHR10,302$512 12/31/2023
Provence Wealth Management Group10,090$502 12/31/2023
     SCHR10,090$502 12/31/2023
Qube Research & Technologies Ltd9,968$496 12/31/2023
     SCHR9,968$496 12/31/2023
HB Wealth Management LLC9,433$469 12/31/2023
     SCHR9,433$469 12/31/2023
Day & Ennis LLC9,313$463 12/31/2023
     SCHR9,313$463 12/31/2023
Integrated Advisors Network LLC9,226$459 12/31/2023
     SCHR9,226$459 12/31/2023
Colony Group LLC9,072$451 12/31/2023
     SCHR9,072$451 12/31/2023
Mercer Global Advisors Inc. ADV9,046$450 12/31/2023
     SCHR9,046$450 12/31/2023
Aspect Partners LLC9,055$450 12/31/2023
     SCHR9,055$450 12/31/2023
Prudential Financial Inc.9,031$449 12/31/2023
     SCHR9,031$449 12/31/2023
Ridgewood Investments LLC9,131$448 03/31/2024
     SCHR9,131$448 03/31/2024
Lederer & Associates Investment Counsel CA8,866$441 12/31/2023
     SCHR8,866$441 12/31/2023
Wealthsource Partners LLC8,821$439 12/31/2023
     SCHR8,821$439 12/31/2023
FC Advisory LLC8,787$437 12/31/2023
     SCHR8,787$437 12/31/2023
Betterment LLC8,620$429 12/31/2023
     SCHR8,620$429 12/31/2023
West Paces Advisors Inc.8,615$423 03/31/2024
     SCHR8,615$423 03/31/2024
The PNC Financial Services Group Inc.8,485$422 12/31/2023
     SCHR8,485$422 12/31/2023
TSA Wealth Managment LLC8,497$422 12/31/2023
     SCHR8,497$422 12/31/2023
Johnson Financial Group LLC8,435$419 12/31/2023
     SCHR8,435$419 12/31/2023
JMG Financial Group Ltd.8,325$414 12/31/2023
     SCHR8,325$414 12/31/2023
Leavell Investment Management Inc.8,220$409 12/31/2023
     SCHR8,220$409 12/31/2023
Great Valley Advisor Group Inc.8,145$405 12/31/2023
     SCHR8,145$405 12/31/2023
Fisher Asset Management LLC7,883$392 12/31/2023
     SCHR7,883$392 12/31/2023
Kestra Private Wealth Services LLC7,871$391 12/31/2023
     SCHR7,871$391 12/31/2023
Bartlett & Co. LLC7,683$382 12/31/2023
     SCHR7,683$382 12/31/2023
Bartlett & CO. Wealth Management LLC7,683$382 12/31/2023
     SCHR7,683$382 12/31/2023
SageView Advisory Group LLC7,645$379 12/31/2023
     SCHR7,645$379 12/31/2023
Moors & Cabot Inc.7,519$374 12/31/2023
     SCHR7,519$374 12/31/2023
Avantax Advisory Services Inc.7,466$371 12/31/2023
     SCHR7,466$371 12/31/2023
HBW Advisory Services LLC7,304$363 12/31/2023
     SCHR7,304$363 12/31/2023
WBH Advisory Inc.7,087$348 03/31/2024
     SCHR7,087$348 03/31/2024
Spectrum Asset Management Inc. NB CA 6,980$347 12/31/2023
     SCHR6,980$347 12/31/2023
Savant Capital LLC6,947$345 12/31/2023
     SCHR6,947$345 12/31/2023
Putnam FL Investment Management Co.6,750$336 12/31/2023
     SCHR6,750$336 12/31/2023
Family Investment Center Inc.6,749$336 12/31/2023
     SCHR6,749$336 12/31/2023
Greenup Street Wealth Management LLC6,640$330 12/31/2023
     SCHR6,640$330 12/31/2023
Absolute Capital Management LLC6,440$320 12/31/2023
     SCHR6,440$320 12/31/2023
Wade Financial Advisory Inc6,294$313 12/31/2023
     SCHR6,294$313 12/31/2023
Allen Capital Group LLC6,136$301 03/31/2024
     SCHR6,136$301 03/31/2024
Prime Capital Investment Advisors LLC5,902$293 12/31/2023
     SCHR5,902$293 12/31/2023
Concord Wealth Partners5,850$291 12/31/2023
     SCHR5,850$291 12/31/2023
Washington Trust Advisors Inc.5,754$286 12/31/2023
     SCHR5,754$286 12/31/2023
Headlands Technologies LLC5,664$282 12/31/2023
     SCHR5,664$282 12/31/2023
Worth Asset Management LLC5,638$277 03/31/2024
     SCHR5,638$277 03/31/2024
Mutual Advisors LLC5,513$274 12/31/2023
     SCHR5,513$274 12/31/2023
Savvy Advisors Inc.5,353$266 12/31/2023
     SCHR5,353$266 12/31/2023
Evanson Asset Management LLC5,291$260 03/31/2024
     SCHR5,291$260 03/31/2024
Asset Planning Corporation5,233$260 12/31/2023
     SCHR5,233$260 12/31/2023
Bristlecone Advisors LLC5,200$259 12/31/2023
     SCHR5,200$259 12/31/2023
Empower Advisory Group LLC5,046$251 12/31/2023
     SCHR5,046$251 12/31/2023
Farther Finance Advisors LLC5,028$250 12/31/2023
     SCHR5,028$250 12/31/2023
Andrews Lucia Wealth Management LLC5,000$249 12/31/2023
     SCHR5,000$249 12/31/2023
Sonoma Private Wealth LLC4,965$247 12/31/2023
     SCHR4,965$247 12/31/2023
Invst LLC4,796$236 12/31/2023
     SCHR4,796$236 12/31/2023
Hexagon Capital Partners LLC4,783$235 03/31/2024
     SCHR4,783$235 03/31/2024
D. B. Root & Company LLC4,774$234 03/31/2024
     SCHR4,774$234 03/31/2024
International Assets Investment Management LLC4,811$234 03/31/2024
     SCHR4,811$234 03/31/2024
Alesco Advisors LLC4,700$234 12/31/2023
     SCHR4,700$234 12/31/2023
Lbmc Investment Advisors LLC4,660$229 03/31/2024
     SCHR4,660$229 03/31/2024
Concurrent Investment Advisors LLC4,608$229 12/31/2023
     SCHR4,608$229 12/31/2023
TCI Wealth Advisors Inc.4,546$226 12/31/2023
     SCHR4,546$226 12/31/2023
AlphaQ Advisors LLC4,546$226 12/31/2023
     SCHR4,546$226 12/31/2023
Apella Capital LLC4,627$225 03/31/2024
     SCHR4,627$225 03/31/2024
Buckingham Strategic Partners4,512$224 12/31/2023
     SCHR4,512$224 12/31/2023
Sigma Planning Corp4,444$221 12/31/2023
     SCHR4,444$221 12/31/2023
BCS Wealth Management4,474$219 03/31/2024
     SCHR4,474$219 03/31/2024
Sfmg LLC4,168$207 12/31/2023
     SCHR4,168$207 12/31/2023
Northwest Wealth Management LLC4,137$206 12/31/2023
     SCHR4,137$206 12/31/2023
TrinityPoint Wealth LLC4,134$206 12/31/2023
     SCHR4,134$206 12/31/2023
Adamsbrown Wealth Consultants LLC4,134$206 12/31/2023
     SCHR4,134$206 12/31/2023
Acropolis Investment Management LLC4,062$199 03/31/2024
     SCHR4,062$199 03/31/2024
UMB Bank N A MO3,818$190 12/31/2023
     SCHR3,818$190 12/31/2023
Global Retirement Partners LLC3,669$182 12/31/2023
     SCHR3,669$182 12/31/2023
Carmichael Hill & Associates Inc.3,485$173 12/31/2023
     SCHR3,485$173 12/31/2023
Householder Group Estate & Retirement Specialist LLC3,490$173 12/31/2023
     SCHR3,490$173 12/31/2023
Family Asset Management LLC3,163$157 12/31/2023
     SCHR3,163$157 12/31/2023
Caitlin John LLC3,112$155 12/31/2023
     SCHR3,112$155 12/31/2023
ORG Partners LLC3,045$151 12/31/2023
     SCHR3,045$151 12/31/2023
Advisory Services Network LLC2,800$139 12/31/2023
     SCHR2,800$139 12/31/2023
NBC Securities Inc.2,794$137 03/31/2024
     SCHR2,794$137 03/31/2024
NBT Bank N A NY2,674$133 12/31/2023
     SCHR2,674$133 12/31/2023
Larson Financial Group LLC2,634$131 12/31/2023
     SCHR2,634$131 12/31/2023
Private Wealth Management Group LLC2,613$130 12/31/2023
     SCHR2,613$130 12/31/2023
Archer Investment Corp2,599$129 12/31/2023
     SCHR2,599$129 12/31/2023
Creative Financial Designs Inc. ADV2,407$120 12/31/2023
     SCHR2,407$120 12/31/2023
US Bancorp DE2,372$118 12/31/2023
     SCHR2,372$118 12/31/2023
GWM Advisors LLC2,041$101 12/31/2023
     SCHR2,041$101 12/31/2023
Harbour Investments Inc.2,018$100 12/31/2023
     SCHR2,018$100 12/31/2023
Huntington National Bank1,823$91 12/31/2023
     SCHR1,823$91 12/31/2023
Hanson & Doremus Investment Management1,785$89 12/31/2023
     SCHR1,785$89 12/31/2023
Howe & Rusling Inc.1,638$81 12/31/2023
     SCHR1,638$81 12/31/2023
Roble Belko & Company Inc1,159$57 03/31/2024
     SCHR1,159$57 03/31/2024
FMR LLC1,152$57 12/31/2023
     SCHR1,152$57 12/31/2023
Sandy Spring Bank1,107$55 12/31/2023
     SCHR1,107$55 12/31/2023
AdvisorNet Financial Inc1,048$51 03/31/2024
     SCHR1,048$51 03/31/2024
Financial Gravity Asset Management Inc.994$47 12/31/2023
     SCHR994$47 12/31/2023
Sound Income Strategies LLC765$38 03/31/2024
     SCHR765$38 03/31/2024
Peachtree Investment Partners LLC700$35 12/31/2023
     SCHR700$35 12/31/2023
Smartleaf Asset Management LLC700$35 12/31/2023
     SCHR700$35 12/31/2023
Townsend Asset Management Corp NC ADV659$33 12/31/2023
     SCHR659$33 12/31/2023
SevenOneSeven Capital Management649$32 12/31/2023
     SCHR649$32 12/31/2023
MCF Advisors LLC532$26 03/31/2024
     SCHR532$26 03/31/2024
JFS Wealth Advisors LLC500$25 12/31/2023
     SCHR500$25 12/31/2023
Albion Financial Group UT498$24 03/31/2024
     SCHR498$24 03/31/2024
Geneos Wealth Management Inc.448$22 12/31/2023
     SCHR448$22 12/31/2023
ICA Group Wealth Management LLC442$22 12/31/2023
     SCHR442$22 12/31/2023
Plante Moran Financial Advisors LLC403$20 12/31/2023
     SCHR403$20 12/31/2023
Investors Research Corp362$18 12/31/2023
     SCHR362$18 12/31/2023
Chilton Capital Management LLC344$17 12/31/2023
     SCHR344$17 12/31/2023
Mather Group LLC.236$12 03/31/2024
     SCHR236$12 03/31/2024
Montag A & Associates Inc.250$12 12/31/2023
     SCHR250$12 12/31/2023
Main Street Group LTD235$12 12/31/2023
     SCHR235$12 12/31/2023
Gradient Investments LLC215$11 12/31/2023
     SCHR215$11 12/31/2023
IFP Advisors Inc224$11 12/31/2023
     SCHR224$11 12/31/2023
Bradley & Co. Private Wealth Management LLC216$11 12/31/2023
     SCHR216$11 12/31/2023
Pin Oak Investment Advisors Inc.200$10 12/31/2023
     SCHR200$10 12/31/2023
Citadel Advisors LLC $10 12/31/2023
     Call3,300$164 12/31/2023
     Put3,100$154 12/31/2023
Capital Investment Advisory Services LLC203$10 12/31/2023
     SCHR203$10 12/31/2023
Coastal Investment Advisors Inc.175$9 03/31/2024
     SCHR175$9 03/31/2024
Hallmark Capital Management Inc.173$9 12/31/2023
     SCHR173$9 12/31/2023
Kozak & Associates Inc.167$8 12/31/2023
     SCHR167$8 12/31/2023
Wiser Advisor Group LLC163$8 12/31/2023
     SCHR163$8 12/31/2023
Friedenthal Financial131$7 12/31/2023
     SCHR131$7 12/31/2023
Front Row Advisors LLC150$7 12/31/2023
     SCHR150$7 12/31/2023
Tower Research Capital LLC TRC 130$6 12/31/2023
     SCHR130$6 12/31/2023
Life Planning Partners Inc130$6 12/31/2023
     SCHR130$6 12/31/2023
Coston McIsaac & Partners92$5 03/31/2024
     SCHR92$5 03/31/2024
Steward Partners Investment Advisory LLC95$5 12/31/2023
     SCHR95$5 12/31/2023
Cape Investment Advisory Inc.105$5 12/31/2023
     SCHR105$5 12/31/2023
Pacifica Partners Inc.90$4 03/31/2024
     SCHR90$4 03/31/2024
Whittier Trust Co. of Nevada Inc.79$4 12/31/2023
     SCHR79$4 12/31/2023
AlphaCore Capital LLC72$4 12/31/2023
     SCHR72$4 12/31/2023
Eagle Bay Advisors LLC90$4 12/31/2023
     SCHR90$4 12/31/2023
Atlantic Edge Private Wealth Management LLC72$4 12/31/2023
     SCHR72$4 12/31/2023
Armstrong Advisory Group Inc.60$3 03/31/2024
     SCHR60$3 03/31/2024
Element Wealth LLC59$3 12/31/2023
     SCHR59$3 12/31/2023
Financial Management Professionals Inc.33$2 03/31/2024
     SCHR33$2 03/31/2024
Atticus Wealth Management LLC37$2 03/31/2024
     SCHR37$2 03/31/2024
Signature Resources Capital Management LLC31$2 03/31/2024
     SCHR31$2 03/31/2024
GeoWealth Management LLC38$2 12/31/2023
     SCHR38$2 12/31/2023
Bellevue Asset Management LLC43$2 12/31/2023
     SCHR43$2 12/31/2023
Key Financial Inc49$2 12/31/2023
     SCHR49$2 12/31/2023
Able Wealth Management LLC39$2 12/31/2023
     SCHR39$2 12/31/2023
Caldwell Sutter Capital Inc.11$1 03/31/2024
     SCHR11$1 03/31/2024
Thompson Investment Management Inc.23$1 03/31/2024
     SCHR23$1 03/31/2024
Morris Financial Concepts Inc.29$1 03/31/2024
     SCHR29$1 03/31/2024
Versant Capital Management Inc18$1 03/31/2024
     SCHR18$1 03/31/2024
Pflug Koory LLC16$1 03/31/2024
     SCHR16$1 03/31/2024
First Manhattan Co.20$1 12/31/2023
     SCHR20$1 12/31/2023
Citigroup Inc.20$1 12/31/2023
     SCHR20$1 12/31/2023
Signaturefd LLC11$1 12/31/2023
     SCHR11$1 12/31/2023
Anchor Investment Management LLC26$1 12/31/2023
     SCHR26$1 12/31/2023
Wagner Wealth Management LLC16$1 12/31/2023
     SCHR16$1 12/31/2023
Lindbrook Capital LLC14$1 12/31/2023
     SCHR14$1 12/31/2023
Avion Wealth18$1 12/31/2023
     SCHR18$1 12/31/2023
NWK Group Inc.11$1 12/31/2023
     SCHR11$1 12/31/2023
Sage Mountain Advisors LLC13$1 12/31/2023
     SCHR13$1 12/31/2023
Tucker Asset Management LLC15$1 12/31/2023
     SCHR15$1 12/31/2023
Abich Financial Wealth Management LLC18$1 12/31/2023
     SCHR18$1 12/31/2023
Global Wealth Strategies & Associates10$0 03/31/2024
     SCHR10$0 03/31/2024
Transamerica Financial Advisors Inc.1$0 12/31/2023
     SCHR1$0 12/31/2023
Baystate Wealth Management LLC1$0 12/31/2023
     SCHR1$0 12/31/2023
Focused Wealth Management Inc6$0 12/31/2023
     SCHR6$0 12/31/2023
Financial Advisory Service Inc.9$0 12/31/2023
     SCHR9$0 12/31/2023
Aptus Capital Advisors LLC5$0 12/31/2023
     SCHR5$0 12/31/2023
Silicon Valley Capital Partners1$0 12/31/2023
     SCHR1$0 12/31/2023
GPS Wealth Strategies Group LLC9$0 12/31/2023
     SCHR9$0 12/31/2023
Rice Partnership LLC7$0 12/31/2023
     SCHR7$0 12/31/2023
Rosenberg Matthew Hamilton8$0 12/31/2023
     SCHR8$0 12/31/2023

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

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