HoldingsChannel.com
Funds Holding SCHV
HolderAmountPosition Size
($ in 1000's)
 As of
Financial Engines Advisors L.L.C.23,809,135$1,054,030 03/31/2020
     SCHV23,809,135$1,054,030 03/31/2020
Honkamp Krueger Financial Services Inc.5,677,890$284,519 06/30/2020
     SCHV5,677,890$284,519 06/30/2020
Betterment LLC3,997,947$176,989 03/31/2020
     SCHV3,997,947$176,989 03/31/2020
Bank of America Corp DE3,842,371$170,102 03/31/2020
     SCHV3,842,371$170,102 03/31/2020
Sunbelt Securities Inc.2,963,615$162,362 03/31/2020
     SCHV2,963,615$162,362 03/31/2020
Wealth Enhancement Advisory Services LLC2,412,798$118,687 03/31/2020
     SCHV2,412,798$118,687 03/31/2020
Mather Group LLC.2,536,087$112,273 03/31/2020
     SCHV2,536,087$112,273 03/31/2020
Sei Investments Co.2,423,268$107,328 03/31/2020
     SCHV2,423,268$107,328 03/31/2020
Advisor Group Holdings Inc.3,179,810$97,751 03/31/2020
     SCHV3,179,810$97,751 03/31/2020
United Capital Financial Advisers LLC1,548,915$68,570 03/31/2020
     SCHV1,548,915$68,570 03/31/2020
Mariner LLC1,358,132$60,124 03/31/2020
     SCHV1,358,132$60,124 03/31/2020
Krilogy Financial LLC1,137,915$57,021 06/30/2020
     SCHV1,137,915$57,021 06/30/2020
Financial Advisory Service Inc.911,893$45,695 06/30/2020
     SCHV911,893$45,695 06/30/2020
Envestnet Asset Management Inc.720,043$36,081 06/30/2020
     SCHV720,043$36,081 06/30/2020
LPL Financial LLC799,801$35,407 03/31/2020
     SCHV799,801$35,407 03/31/2020
Financial Counselors Inc.654,766$32,810 06/30/2020
     SCHV654,766$32,810 06/30/2020
MUFG Americas Holdings Corp517,387$25,926 06/30/2020
     SCHV517,387$25,926 06/30/2020
Gemmer Asset Management LLC496,820$24,896 06/30/2020
     SCHV496,820$24,896 06/30/2020
Resources Investment Advisors LLC.562,021$24,881 03/31/2020
     SCHV562,021$24,881 03/31/2020
Ameriprise Financial Inc.534,715$23,660 03/31/2020
     SCHV534,715$23,660 03/31/2020
Cliftonlarsonallen Wealth Advisors LLC453,444$22,722 06/30/2020
     SCHV453,444$22,722 06/30/2020
Mokosak Advisory Group LLC443,196$22,212 06/30/2020
     SCHV443,196$22,212 06/30/2020
Price Wealth LLC414,166$20,754 06/30/2020
     SCHV414,166$20,754 06/30/2020
Red Cedar Investment Management LLC424,124$18,776 03/31/2020
     SCHV424,124$18,776 03/31/2020
Morgan Stanley402,364$17,813 03/31/2020
     SCHV402,364$17,813 03/31/2020
UBS Group AG335,671$16,820 06/30/2020
     SCHV335,671$16,820 06/30/2020
Thrivent Financial for Lutherans374,163$16,564 03/31/2020
     SCHV374,163$16,564 03/31/2020
Ballast Advisors LLC328,611$16,467 06/30/2020
     SCHV328,611$16,467 06/30/2020
Gratus Capital LLC370,911$16,420 03/31/2020
     SCHV370,911$16,420 03/31/2020
Mercer Global Advisors Inc. ADV370,852$16,418 03/31/2020
     SCHV370,852$16,418 03/31/2020
Wells Fargo & Company MN361,412$16,000 03/31/2020
     SCHV361,412$16,000 03/31/2020
ProVise Management Group LLC313,109$15,690 06/30/2020
     SCHV313,109$15,690 06/30/2020
Colton Groome Financial Advisors LLC276,575$13,859 06/30/2020
     SCHV276,575$13,859 06/30/2020
Nadler Financial Group Inc.266,662$13,362 06/30/2020
     SCHV266,662$13,362 06/30/2020
Captrust Financial Advisors316,183$13,346 03/31/2020
     SCHV316,183$13,346 03/31/2020
Rainey & Randall Investment Management Inc.257,299$12,893 06/30/2020
     SCHV257,299$12,893 06/30/2020
Summit Asset Management LLC250,448$12,550 06/30/2020
     SCHV250,448$12,550 06/30/2020
Gladstone Institutional Advisory LLC272,944$12,083 03/31/2020
     SCHV272,944$12,083 03/31/2020
Global Strategic Investment Solutions LLC271,552$12,022 03/31/2020
     SCHV271,552$12,022 03/31/2020
Marshall Financial Group Inc. ADV226,008$11,325 06/30/2020
     SCHV226,008$11,325 06/30/2020
GenWealth Group Inc.226,329$11,321 06/30/2020
     SCHV226,329$11,321 06/30/2020
Spectrum Asset Management Inc. NB CA 221,384$11,094 06/30/2020
     SCHV221,384$11,094 06/30/2020
Appleton Group LLC218,419$10,945 06/30/2020
     SCHV218,419$10,945 06/30/2020
GHP Investment Advisors Inc.209,951$10,521 06/30/2020
     SCHV209,951$10,521 06/30/2020
BlackRock Inc.234,246$10,370 03/31/2020
     SCHV234,246$10,370 03/31/2020
Sage Financial Group Inc.197,032$9,873 06/30/2020
     SCHV197,032$9,873 06/30/2020
PagnatoKarp Partners LLC219,767$9,729 03/31/2020
     SCHV219,767$9,729 03/31/2020
Almanack Investment Partners LLC.215,959$9,561 03/31/2020
     SCHV215,959$9,561 03/31/2020
Cresset Asset Management LLC190,158$9,529 06/30/2020
     SCHV190,158$9,529 06/30/2020
HBK Sorce Advisory LLC210,048$9,299 03/31/2020
     SCHV210,048$9,299 03/31/2020
Garde Capital Inc.209,943$9,294 03/31/2020
     SCHV209,943$9,294 03/31/2020
Visionary Wealth Advisors206,279$9,132 03/31/2020
     SCHV206,279$9,132 03/31/2020
Cambridge Investment Research Advisors Inc.176,305$8,835 06/30/2020
     SCHV176,305$8,835 06/30/2020
Affinity Capital Advisors LLC175,411$8,790 06/30/2020
     SCHV175,411$8,790 06/30/2020
Summit Wealth & Retirement Planning Inc.196,059$8,680 03/31/2020
     SCHV196,059$8,680 03/31/2020
Argent Wealth Management LLC189,746$8,626 03/31/2020
     SCHV189,746$8,626 03/31/2020
Harborview Advisors LLC169,979$8,518 06/30/2020
     SCHV169,979$8,518 06/30/2020
Hoover Financial Advisors Inc.165,886$8,313 06/30/2020
     SCHV165,886$8,313 06/30/2020
Savant Capital LLC185,136$8,196 03/31/2020
     SCHV185,136$8,196 03/31/2020
Traverso Chambers Private Wealth Management LLC161,535$8,095 06/30/2020
     SCHV161,535$8,095 06/30/2020
Horizon Investments LLC179,406$7,942 03/31/2020
     SCHV179,406$7,942 03/31/2020
PrairieView Partners LLC155,766$7,805 06/30/2020
     SCHV155,766$7,805 06/30/2020
Stratos Wealth Advisors LLC149,499$7,491 06/30/2020
     SCHV149,499$7,491 06/30/2020
Moisand Fitzgerald Tamayo LLC148,825$7,458 06/30/2020
     SCHV148,825$7,458 06/30/2020
Cetera Advisor Networks LLC164,823$7,297 03/31/2020
     SCHV164,823$7,297 03/31/2020
Vista Private Wealth Partners. LLC136,725$6,851 06/30/2020
     SCHV136,725$6,851 06/30/2020
Clark Capital Management Group Inc.151,353$6,700 03/31/2020
     SCHV151,353$6,700 03/31/2020
Total Wealth Planning LLC149,119$6,602 03/31/2020
     SCHV149,119$6,602 03/31/2020
Commonwealth Equity Services LLC148,084$6,555 03/31/2020
     SCHV148,084$6,555 03/31/2020
XML Financial LLC130,155$6,522 06/30/2020
     SCHV130,155$6,522 06/30/2020
Opes Wealth Management LLC146,071$6,467 03/31/2020
     SCHV146,071$6,467 03/31/2020
Personal Resources Investment & Strategic Management Inc.128,731$6,451 06/30/2020
     SCHV128,731$6,451 06/30/2020
Newman Dignan & Sheerar Inc.122,232$6,356 06/30/2020
     SCHV122,232$6,356 06/30/2020
Financial Advisors Network Inc.137,587$6,091 03/31/2020
     SCHV137,587$6,091 03/31/2020
EP Wealth Advisors LLC136,708$6,052 03/31/2020
     SCHV136,708$6,052 03/31/2020
Mutual Advisors LLC112,577$5,641 06/30/2020
     SCHV112,577$5,641 06/30/2020
Prime Capital Investment Advisors LLC111,330$5,579 06/30/2020
     SCHV111,330$5,579 06/30/2020
First Allied Advisory Services Inc.125,327$5,548 03/31/2020
     SCHV125,327$5,548 03/31/2020
One Capital Management LLC125,055$5,536 03/31/2020
     SCHV125,055$5,536 03/31/2020
Glassman Wealth Services108,929$5,458 06/30/2020
     SCHV108,929$5,458 06/30/2020
Moneta Group Investment Advisors LLC123,108$5,450 03/31/2020
     SCHV123,108$5,450 03/31/2020
Sequoia Financial Advisors LLC122,344$5,416 03/31/2020
     SCHV122,344$5,416 03/31/2020
BerganKDV Wealth Management LLC121,394$5,374 03/31/2020
     SCHV121,394$5,374 03/31/2020
HighTower Advisors LLC117,398$5,202 03/31/2020
     SCHV117,398$5,202 03/31/2020
Columbus Macro LLC102,530$5,138 06/30/2020
     SCHV102,530$5,138 06/30/2020
RKL Wealth Management LLC102,252$5,124 06/30/2020
     SCHV102,252$5,124 06/30/2020
Creative Planning97,781$4,900 06/30/2020
     SCHV97,781$4,900 06/30/2020
Colony Group LLC109,208$4,835 03/31/2020
     SCHV109,208$4,835 03/31/2020
Cetera Investment Advisers109,173$4,833 03/31/2020
     SCHV109,173$4,833 03/31/2020
Susquehanna International Group LLP $4,450 03/31/2020
     SCHV94,709$4,193 03/31/2020
     Call5,800$257 03/31/2020
Gill Capital Partners LLC99,214$4,392 03/31/2020
     SCHV99,214$4,392 03/31/2020
Jane Street Group LLC92,381$4,090 03/31/2020
     SCHV92,381$4,090 03/31/2020
Pinkerton Retirement Specialists LLC91,964$4,071 03/31/2020
     SCHV91,964$4,071 03/31/2020
Brand Asset Management Group Inc.80,796$4,049 06/30/2020
     SCHV80,796$4,049 06/30/2020
Laidlaw Wealth Management LLC89,829$3,977 03/31/2020
     SCHV89,829$3,977 03/31/2020
Pacific Edge Advisors LLC89,400$3,958 03/31/2020
     SCHV89,400$3,958 03/31/2020
Dynamic Advisor Solutions LLC78,824$3,950 06/30/2020
     SCHV78,824$3,950 06/30/2020
SeaCrest Wealth Management LLC74,229$3,720 06/30/2020
     SCHV74,229$3,720 06/30/2020
Empirical Financial Services LLC d.b.a. Empirical Wealth Management82,085$3,634 03/31/2020
     SCHV82,085$3,634 03/31/2020
Condor Capital Management71,358$3,576 06/30/2020
     SCHV71,358$3,576 06/30/2020
Edge Capital Group LLC79,965$3,540 03/31/2020
     SCHV79,965$3,540 03/31/2020
Southern Wealth Management LLP79,624$3,525 03/31/2020
     SCHV79,624$3,525 03/31/2020
Reilly Financial Advisors LLC69,116$3,463 06/30/2020
     SCHV69,116$3,463 06/30/2020
Starfire Investment Advisers Inc.68,934$3,454 06/30/2020
     SCHV68,934$3,454 06/30/2020
Berkshire Asset Management LLC PA75,656$3,349 03/31/2020
     SCHV75,656$3,349 03/31/2020
Private Vista LLC65,574$3,286 06/30/2020
     SCHV65,574$3,286 06/30/2020
Courage Miller Partners LLC62,168$3,115 06/30/2020
     SCHV62,168$3,115 06/30/2020
Royal Bank of Canada70,265$3,109 03/31/2020
     SCHV70,265$3,109 03/31/2020
Stearns Financial Services Group70,082$3,103 03/31/2020
     SCHV70,082$3,103 03/31/2020
Lcnb Corp69,296$3,068 03/31/2020
     SCHV69,296$3,068 03/31/2020
Ifrah Financial Services Inc.67,430$2,985 03/31/2020
     SCHV67,430$2,985 03/31/2020
Managed Account Services Inc.56,786$2,945 06/30/2020
     SCHV56,786$2,945 06/30/2020
Wealthsource Partners LLC61,333$2,715 03/31/2020
     SCHV61,333$2,715 03/31/2020
Kelman Lazarov Inc.53,983$2,705 06/30/2020
     SCHV53,983$2,705 06/30/2020
Asset Dedication LLC60,206$2,665 03/31/2020
     SCHV60,206$2,665 03/31/2020
Blue Bell Private Wealth Management LLC52,625$2,640 06/30/2020
     SCHV52,625$2,640 06/30/2020
MML Investors Services LLC59,468$2,633 03/31/2020
     SCHV59,468$2,633 03/31/2020
IFP Advisors Inc53,172$2,631 06/30/2020
     SCHV53,172$2,631 06/30/2020
Kingsview Wealth Management LLC59,371$2,628 03/31/2020
     SCHV59,371$2,628 03/31/2020
Laurel Wealth Advisors Inc.59,065$2,615 03/31/2020
     SCHV59,065$2,615 03/31/2020
Wilbanks Smith & Thomas Asset Management LLC51,208$2,566 06/30/2020
     SCHV51,208$2,566 06/30/2020
Shine Investment Advisory Services Inc.48,989$2,455 06/30/2020
     SCHV48,989$2,455 06/30/2020
North Star Asset Management Inc.48,626$2,437 06/30/2020
     SCHV48,626$2,437 06/30/2020
Parametric Portfolio Associates LLC54,273$2,403 03/31/2020
     SCHV54,273$2,403 03/31/2020
Princeton Global Asset Management LLC51,029$2,259 03/31/2020
     SCHV51,029$2,259 03/31/2020
Pure Financial Advisors Inc.44,701$2,240 06/30/2020
     SCHV44,701$2,240 06/30/2020
Cahill Financial Advisors Inc.49,980$2,213 03/31/2020
     SCHV49,980$2,213 03/31/2020
Cary Street Partner Investment Advisory LLC43,185$2,164 06/30/2020
     SCHV43,185$2,164 06/30/2020
CLS Investments LLC48,099$2,129 03/31/2020
     SCHV48,099$2,129 03/31/2020
AE Wealth Management LLC41,190$2,064 06/30/2020
     SCHV41,190$2,064 06/30/2020
SJA Financial Advisory LLC45,114$1,997 03/31/2020
     SCHV45,114$1,997 03/31/2020
Financial Architects Inc44,264$1,960 03/31/2020
     SCHV44,264$1,960 03/31/2020
Market Street Wealth Management Advisors LLC38,851$1,947 06/30/2020
     SCHV38,851$1,947 06/30/2020
Sculati Wealth Management LLC43,348$1,919 03/31/2020
     SCHV43,348$1,919 03/31/2020
Black Diamond Financial LLC38,219$1,915 06/30/2020
     SCHV38,219$1,915 06/30/2020
IMA Wealth Inc.41,925$1,856 03/31/2020
     SCHV41,925$1,856 03/31/2020
Cypress Capital Management LLC41,636$1,843 03/31/2020
     SCHV41,636$1,843 03/31/2020
BCS Wealth Management36,472$1,828 06/30/2020
     SCHV36,472$1,828 06/30/2020
Stonebridge Capital Advisors LLC40,508$1,793 03/31/2020
     SCHV40,508$1,793 03/31/2020
DDD Partners LLC35,498$1,779 06/30/2020
     SCHV35,498$1,779 06/30/2020
Well Done LLC35,457$1,777 06/30/2020
     SCHV35,457$1,777 06/30/2020
Focused Wealth Management Inc35,282$1,768 06/30/2020
     SCHV35,282$1,768 06/30/2020
StrategIQ Financial Group LLC33,707$1,689 06/30/2020
     SCHV33,707$1,689 06/30/2020
Baird Financial Group Inc.38,000$1,682 03/31/2020
     SCHV38,000$1,682 03/31/2020
Atlas Capital Advisors LLC33,282$1,668 06/30/2020
     SCHV33,282$1,668 06/30/2020
Apriem Advisors33,114$1,659 06/30/2020
     SCHV33,114$1,659 06/30/2020
Fagan Associates Inc.31,628$1,585 06/30/2020
     SCHV31,628$1,585 06/30/2020
Veritable L.P.35,550$1,574 03/31/2020
     SCHV35,550$1,574 03/31/2020
Koshinski Asset Management Inc.31,223$1,565 06/30/2020
     SCHV31,223$1,565 06/30/2020
Private Capital Management LLC30,202$1,513 06/30/2020
     SCHV30,202$1,513 06/30/2020
Goldman Sachs Group Inc.34,034$1,507 03/31/2020
     SCHV34,034$1,507 03/31/2020
Raymond James Financial Services Advisors Inc.29,827$1,495 06/30/2020
     SCHV29,827$1,495 06/30/2020
Perigon Wealth Management LLC29,466$1,477 06/30/2020
     SCHV29,466$1,477 06/30/2020
Taylor Cottrill Erickson & Associates Inc.29,410$1,474 06/30/2020
     SCHV29,410$1,474 06/30/2020
Allen Capital Group LLC29,155$1,461 06/30/2020
     SCHV29,155$1,461 06/30/2020
Arbor Trust Wealth Advisors LLC29,017$1,454 06/30/2020
     SCHV29,017$1,454 06/30/2020
GW Henssler & Associates Ltd.27,642$1,385 06/30/2020
     SCHV27,642$1,385 06/30/2020
Financial Advocates Investment Management29,680$1,314 03/31/2020
     SCHV29,680$1,314 03/31/2020
Providence Wealth Advisors LLC25,987$1,302 06/30/2020
     SCHV25,987$1,302 06/30/2020
Duncker Streett & Co. Inc.25,859$1,296 06/30/2020
     SCHV25,859$1,296 06/30/2020
Prestige Wealth Management Group LLC29,017$1,285 03/31/2020
     SCHV29,017$1,285 03/31/2020
Relaxing Retirement Coach24,990$1,252 06/30/2020
     SCHV24,990$1,252 06/30/2020
Ausdal Financial Partners Inc.24,969$1,251 06/30/2020
     SCHV24,969$1,251 06/30/2020
Jentner Corp24,938$1,250 06/30/2020
     SCHV24,938$1,250 06/30/2020
Carlson Capital Management24,754$1,245 06/30/2020
     SCHV24,754$1,245 06/30/2020
Archetype Wealth Partners LLC27,990$1,239 03/31/2020
     SCHV27,990$1,239 03/31/2020
Murphy Middleton Hinkle & Parker Inc.24,636$1,235 06/30/2020
     SCHV24,636$1,235 06/30/2020
Altfest L J & Co. Inc.24,226$1,214 06/30/2020
     SCHV24,226$1,214 06/30/2020
Concorde Asset Management LLC24,149$1,211 06/30/2020
     SCHV24,149$1,211 06/30/2020
Leavell Investment Management Inc.22,882$1,147 06/30/2020
     SCHV22,882$1,147 06/30/2020
AJ Wealth Strategies LLC25,802$1,142 03/31/2020
     SCHV25,802$1,142 03/31/2020
MADDEN SECURITIES Corp22,671$1,136 06/30/2020
     SCHV22,671$1,136 06/30/2020
Merriman Wealth Management LLC21,930$1,099 06/30/2020
     SCHV21,930$1,099 06/30/2020
Aurora Private Wealth Inc.21,757$1,090 06/30/2020
     SCHV21,757$1,090 06/30/2020
American Investment Services Inc.21,435$1,074 06/30/2020
     SCHV21,435$1,074 06/30/2020
Private Advisor Group LLC24,254$1,074 03/31/2020
     SCHV24,254$1,074 03/31/2020
Tortoise Investment Management LLC21,390$1,072 06/30/2020
     SCHV21,390$1,072 06/30/2020
AdvisorNet Financial Inc24,117$1,068 03/31/2020
     SCHV24,117$1,068 03/31/2020
Sigma Planning Corp21,011$1,053 06/30/2020
     SCHV21,011$1,053 06/30/2020
Teamwork Financial Advisors LLC20,849$1,045 06/30/2020
     SCHV20,849$1,045 06/30/2020
Marquette Asset Management LLC20,559$1,030 06/30/2020
     SCHV20,559$1,030 06/30/2020
Janney Montgomery Scott LLC20,532$1,029 06/30/2020
     SCHV20,532$1,029 06/30/2020
Cornerstone Wealth Management LLC20,210$1,013 06/30/2020
     SCHV20,210$1,013 06/30/2020
Buckingham Asset Management LLC20,109$1,008 06/30/2020
     SCHV20,109$1,008 06/30/2020
Miracle Mile Advisors LLC19,825$993 06/30/2020
     SCHV19,825$993 06/30/2020
Tower Research Capital LLC TRC 22,402$991 03/31/2020
     SCHV22,402$991 03/31/2020
Two Sigma Securities LLC21,982$973 03/31/2020
     SCHV21,982$973 03/31/2020
Northwest Capital Management Inc19,114$958 06/30/2020
     SCHV19,114$958 06/30/2020
Financial Advisory Group20,589$911 03/31/2020
     SCHV20,589$911 03/31/2020
Nwam LLC17,873$896 06/30/2020
     SCHV17,873$896 06/30/2020
Alpha Cubed Investments LLC17,765$890 06/30/2020
     SCHV17,765$890 06/30/2020
Santori & Peters Inc.17,184$861 06/30/2020
     SCHV17,184$861 06/30/2020
EWG Elevate Inc.17,160$860 06/30/2020
     SCHV17,160$860 06/30/2020
Sawtooth Solutions LLC16,806$842 06/30/2020
     SCHV16,806$842 06/30/2020
Cedar Wealth Management LLC16,441$824 06/30/2020
     SCHV16,441$824 06/30/2020
Truist Financial Corp18,612$824 03/31/2020
     SCHV18,612$824 03/31/2020
Chesapeake Wealth Management18,477$818 03/31/2020
     SCHV18,477$818 03/31/2020
Texas Yale Capital Corp.16,117$808 06/30/2020
     SCHV16,117$808 06/30/2020
Mengis Capital Management Inc.16,083$805 06/30/2020
     SCHV16,083$805 06/30/2020
Aspiriant LLC16,019$803 06/30/2020
     SCHV16,019$803 06/30/2020
Aprio Wealth Management LLC15,918$798 06/30/2020
     SCHV15,918$798 06/30/2020
Blue Chip Wealth Management Inc.17,807$788 03/31/2020
     SCHV17,807$788 03/31/2020
Bank of Montreal Can18,113$786 03/31/2020
     SCHV18,113$786 03/31/2020
Marotta Asset Management15,455$774 06/30/2020
     SCHV15,455$774 06/30/2020
Curtis Advisory Group LLC14,965$750 06/30/2020
     SCHV14,965$750 06/30/2020
Westbourne Investment Advisors Inc.14,922$748 06/30/2020
     SCHV14,922$748 06/30/2020
Pacific Capital Wealth Advisors Inc.16,770$742 03/31/2020
     SCHV16,770$742 03/31/2020
Patton Albertson Miller Group LLC16,713$740 03/31/2020
     SCHV16,713$740 03/31/2020
White Pine Investment CO16,538$732 03/31/2020
     SCHV16,538$732 03/31/2020
Strategic Wealth Advisors Group LLC14,429$723 06/30/2020
     SCHV14,429$723 06/30/2020
LeJeune Puetz Investment Counsel LLC13,940$699 06/30/2020
     SCHV13,940$699 06/30/2020
Strategic Wealth Partners Group LLC15,761$698 03/31/2020
     SCHV15,761$698 03/31/2020
Valeo Financial Advisors LLC13,709$687 06/30/2020
     SCHV13,709$687 06/30/2020
WT Wealth Management13,712$687 06/30/2020
     SCHV13,712$687 06/30/2020
MidWestOne Financial Group Inc.15,259$676 03/31/2020
     SCHV15,259$676 03/31/2020
Capital Insight Partners LLC13,394$671 06/30/2020
     SCHV13,394$671 06/30/2020
Waterloo Capital L.P.14,889$659 03/31/2020
     SCHV14,889$659 03/31/2020
Bogart Wealth LLC12,976$650 06/30/2020
     SCHV12,976$650 06/30/2020
Meritage Portfolio Management12,942$649 06/30/2020
     SCHV12,942$649 06/30/2020
Boys Arnold & Co. Inc.14,540$644 03/31/2020
     SCHV14,540$644 03/31/2020
Bernardo Wealth Planning LLC12,526$627 06/30/2020
     SCHV12,526$627 06/30/2020
Johnson Financial Group Inc.14,108$625 03/31/2020
     SCHV14,108$625 03/31/2020
NEXT Financial Group Inc12,354$619 06/30/2020
     SCHV12,354$619 06/30/2020
Kalos Management Inc.12,756$616 03/31/2020
     SCHV12,756$616 03/31/2020
Foothills Asset Management Ltd.13,901$615 03/31/2020
     SCHV13,901$615 03/31/2020
Acorn Financial Advisory Services Inc. ADV12,180$611 06/30/2020
     SCHV12,180$611 06/30/2020
J.W. Cole Advisors Inc.12,049$604 06/30/2020
     SCHV12,049$604 06/30/2020
Advisory Services Network LLC13,480$597 03/31/2020
     SCHV13,480$597 03/31/2020
Spotlight Asset Group Inc.11,903$596 06/30/2020
     SCHV11,903$596 06/30/2020
Frontier Wealth Management LLC13,474$596 03/31/2020
     SCHV13,474$596 03/31/2020
FMR LLC13,230$585 03/31/2020
     SCHV13,230$585 03/31/2020
Beacon Pointe Advisors LLC13,127$579 03/31/2020
     SCHV13,127$579 03/31/2020
First Republic Investment Management Inc.13,017$576 03/31/2020
     SCHV13,017$576 03/31/2020
Alesco Advisors LLC12,569$556 03/31/2020
     SCHV12,569$556 03/31/2020
Baldrige Asset Management LLC10,997$551 06/30/2020
     SCHV10,997$551 06/30/2020
Gradient Capital Advisors LLC10,828$543 06/30/2020
     SCHV10,828$543 06/30/2020
BOK Financial Private Wealth Inc.12,256$543 03/31/2020
     SCHV12,256$543 03/31/2020
Bishop & Co Investment Management LLC10,595$531 06/30/2020
     SCHV10,595$531 06/30/2020
Foster Victor Wealth Advisors LLC10,376$520 06/30/2020
     SCHV10,376$520 06/30/2020
Whitener Capital Management Inc.10,296$515 06/30/2020
     SCHV10,296$515 06/30/2020
Regal Investment Advisors LLC10,258$514 06/30/2020
     SCHV10,258$514 06/30/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC10,047$503 06/30/2020
     SCHV10,047$503 06/30/2020
Capital Wealth Planning LLC11,229$497 03/31/2020
     SCHV11,229$497 03/31/2020
361 Capital LLC11,146$493 03/31/2020
     SCHV11,146$493 03/31/2020
SOL Capital Management CO9,827$492 06/30/2020
     SCHV9,827$492 06/30/2020
Joseph P. Lucia & Associates LLC9,671$485 06/30/2020
     SCHV9,671$485 06/30/2020
Financial Advisors LLC10,881$482 03/31/2020
     SCHV10,881$482 03/31/2020
Schneider Downs Wealth Management Advisors LP9,508$476 06/30/2020
     SCHV9,508$476 06/30/2020
US Bancorp DE9,449$473 06/30/2020
     SCHV9,449$473 06/30/2020
SlateStone Wealth LLC9,122$457 06/30/2020
     SCHV9,122$457 06/30/2020
Global Retirement Partners LLC9,089$455 06/30/2020
     SCHV9,089$455 06/30/2020
Lantz Financial LLC8,965$449 06/30/2020
     SCHV8,965$449 06/30/2020
Northwestern Mutual Wealth Management Co.9,675$428 03/31/2020
     SCHV9,675$428 03/31/2020
Clearwater Capital Advisors LLC8,405$421 06/30/2020
     SCHV8,405$421 06/30/2020
Stratos Wealth Partners LTD.8,140$408 06/30/2020
     SCHV8,140$408 06/30/2020
Boyer & Corporon Wealth Management LLC9,205$408 03/31/2020
     SCHV9,205$408 03/31/2020
Csenge Advisory Group8,009$401 06/30/2020
     SCHV8,009$401 06/30/2020
Jacobsen Capital Management7,898$395 06/30/2020
     SCHV7,898$395 06/30/2020
Mayfair Advisory Group LLC7,795$391 06/30/2020
     SCHV7,795$391 06/30/2020
B. Riley Wealth Management Inc.8,838$391 03/31/2020
     SCHV8,838$391 03/31/2020
Cedar Brook Financial Partners LLC7,780$390 06/30/2020
     SCHV7,780$390 06/30/2020
Juncture Wealth Strategies LLC7,720$387 06/30/2020
     SCHV7,720$387 06/30/2020
Alliance Wealth Management Group8,284$367 03/31/2020
     SCHV8,284$367 03/31/2020
Towercrest Capital Management8,284$367 03/31/2020
     SCHV8,284$367 03/31/2020
Van Hulzen Asset Management LLC8,241$365 03/31/2020
     SCHV8,241$365 03/31/2020
Avantax Advisory Services Inc.7,230$363 06/30/2020
     SCHV7,230$363 06/30/2020
Intl Fcstone Inc.8,158$361 03/31/2020
     SCHV8,158$361 03/31/2020
Vanguard Capital Wealth Advisors7,089$355 06/30/2020
     SCHV7,089$355 06/30/2020
Sheaff Brock Investment Advisors LLC7,040$353 06/30/2020
     SCHV7,040$353 06/30/2020
Bartlett & Co. LLC6,944$348 06/30/2020
     SCHV6,944$348 06/30/2020
CWM LLC6,845$343 06/30/2020
     SCHV6,845$343 06/30/2020
Argent Capital Management LLC7,685$340 03/31/2020
     SCHV7,685$340 03/31/2020
Intrust Bank NA6,705$336 06/30/2020
     SCHV6,705$336 06/30/2020
CIBC Private Wealth Group LLC7,548$334 03/31/2020
     SCHV7,548$334 03/31/2020
HHM Wealth Advisors LLC7,430$329 03/31/2020
     SCHV7,430$329 03/31/2020
Clear Investment Research LLC6,531$327 06/30/2020
     SCHV6,531$327 06/30/2020
Radnor Capital Management LLC6,520$326 06/30/2020
     SCHV6,520$326 06/30/2020
Domani Wealth LLC6,475$324 06/30/2020
     SCHV6,475$324 06/30/2020
Zacks Investment Management7,291$323 03/31/2020
     SCHV7,291$323 03/31/2020
ELM Advisors LLC6,410$321 06/30/2020
     SCHV6,410$321 06/30/2020
Marks Group Wealth Management Inc7,200$319 03/31/2020
     SCHV7,200$319 03/31/2020
LifeSteps Financial Inc.6,271$314 06/30/2020
     SCHV6,271$314 06/30/2020
Newport Wealth Strategies Inc.6,230$312 06/30/2020
     SCHV6,230$312 06/30/2020
Parallel Advisors LLC6,053$303 06/30/2020
     SCHV6,053$303 06/30/2020
Park Avenue Securities LLC5,862$294 06/30/2020
     SCHV5,862$294 06/30/2020
Stony Point Wealth Management Inc.6,620$293 03/31/2020
     SCHV6,620$293 03/31/2020
Vista Capital Partners Inc.6,465$286 03/31/2020
     SCHV6,465$286 03/31/2020
Strategic Family Wealth Counselors L.L.C.5,654$283 06/30/2020
     SCHV5,654$283 06/30/2020
Nations Financial Group Inc. IA ADV6,379$282 03/31/2020
     SCHV6,379$282 03/31/2020
Dorsey & Whitney Trust CO LLC6,360$282 03/31/2020
     SCHV6,360$282 03/31/2020
Raymond James & Associates5,560$279 06/30/2020
     SCHV5,560$279 06/30/2020
Argent Advisors Inc.6,260$277 03/31/2020
     SCHV6,260$277 03/31/2020
Carnegie Capital Asset Management LLC5,466$274 06/30/2020
     SCHV5,466$274 06/30/2020
Peapack Gladstone Financial Corp6,146$272 03/31/2020
     SCHV6,146$272 03/31/2020
People s United Financial Inc.6,033$267 03/31/2020
     SCHV6,033$267 03/31/2020
First Foundation Advisors5,928$262 03/31/2020
     SCHV5,928$262 03/31/2020
Capital Bank & Trust Co5,907$262 03/31/2020
     SCHV5,907$262 03/31/2020
Indie Asset Partners LLC5,922$262 03/31/2020
     SCHV5,922$262 03/31/2020
Filbrandt Wealth Management LLC5,890$261 03/31/2020
     SCHV5,890$261 03/31/2020
Thompson Investment Management Inc.5,114$256 06/30/2020
     SCHV5,114$256 06/30/2020
UMA Financial Services Inc.5,435$256 03/31/2020
     SCHV5,435$256 03/31/2020
Bridges Investment Management Inc.5,675$251 03/31/2020
     SCHV5,675$251 03/31/2020
JFS Wealth Advisors LLC4,982$250 06/30/2020
     SCHV4,982$250 06/30/2020
Gofen & Glossberg LLC IL4,912$246 06/30/2020
     SCHV4,912$246 06/30/2020
Fisher Asset Management LLC4,880$245 06/30/2020
     SCHV4,880$245 06/30/2020
FormulaFolio Investments LLC5,544$245 03/31/2020
     SCHV5,544$245 03/31/2020
Budros Ruhlin & Roe Inc.5,458$242 03/31/2020
     SCHV5,458$242 03/31/2020
Larson Financial Group LLC4,804$241 06/30/2020
     SCHV4,804$241 06/30/2020
FinTrust Capital Advisors LLC5,344$237 03/31/2020
     SCHV5,344$237 03/31/2020
Gillespie Robinson & Grimm Inc.4,700$236 06/30/2020
     SCHV4,700$236 06/30/2020
Tatro Capital LLC4,649$233 06/30/2020
     SCHV4,649$233 06/30/2020
Abacus Planning Group Inc.5,257$233 03/31/2020
     SCHV5,257$233 03/31/2020
Schwab Charitable Fund5,250$232 03/31/2020
     SCHV5,250$232 03/31/2020
Integrated Advisors Network LLC5,198$230 03/31/2020
     SCHV5,198$230 03/31/2020
Acorn Wealth Advisors LLC4,936$222 03/31/2020
     SCHV4,936$222 03/31/2020
JJJ Advisors Inc.4,408$221 06/30/2020
     SCHV4,408$221 06/30/2020
Atlanta Financial Associates LLC ADV4,990$221 03/31/2020
     SCHV4,990$221 03/31/2020
Shelton Capital Management5,000$221 03/31/2020
     SCHV5,000$221 03/31/2020
Capital Directions Investment Advisors LLC4,970$220 03/31/2020
     SCHV4,970$220 03/31/2020
Carret Asset Management LLC4,828$214 03/31/2020
     SCHV4,828$214 03/31/2020
Klingman & Associates LLC4,224$212 06/30/2020
     SCHV4,224$212 06/30/2020
JBJ Investment Partners LLC4,233$212 06/30/2020
     SCHV4,233$212 06/30/2020
Equitable Holdings Inc.4,773$211 03/31/2020
     SCHV4,773$211 03/31/2020
Tiemann Investment Advisors LLC4,718$209 03/31/2020
     SCHV4,718$209 03/31/2020
Asset Planning Services Ltd.4,667$207 03/31/2020
     SCHV4,667$207 03/31/2020
Greenwood Gearhart Inc.4,087$205 06/30/2020
     SCHV4,087$205 06/30/2020
Fifth Third Bancorp3,866$194 06/30/2020
     SCHV3,866$194 06/30/2020
JPMorgan Chase & Co.3,730$165 03/31/2020
     SCHV3,730$165 03/31/2020
Capital Investment Advisory Services LLC3,210$161 06/30/2020
     SCHV3,210$161 06/30/2020
TCI Wealth Advisors Inc.3,042$152 06/30/2020
     SCHV3,042$152 06/30/2020
Trustcore Financial Services LLC3,025$152 06/30/2020
     SCHV3,025$152 06/30/2020
Permanens Capital L.P.3,404$151 03/31/2020
     SCHV3,404$151 03/31/2020
PNC Financial Services Group Inc.2,834$142 06/30/2020
     SCHV2,834$142 06/30/2020
Berman Capital Advisors LLC2,774$139 06/30/2020
     SCHV2,774$139 06/30/2020
Front Row Advisors LLC2,691$132 03/31/2020
     SCHV2,691$132 03/31/2020
Lakeview Capital Partners LLC2,405$121 06/30/2020
     SCHV2,405$121 06/30/2020
Ellis Investment Partners LLC2,397$119 06/30/2020
     SCHV2,397$119 06/30/2020
Steward Partners Investment Advisory LLC2,353$118 06/30/2020
     SCHV2,353$118 06/30/2020
Deutsche Bank AG2,549$113 03/31/2020
     SCHV2,549$113 03/31/2020
AlphaCore Capital LLC2,543$113 03/31/2020
     SCHV2,543$113 03/31/2020
Red Door Wealth Management LLC2,245$112 06/30/2020
     SCHV2,245$112 06/30/2020
Parkside Financial Bank & Trust2,533$112 03/31/2020
     SCHV2,533$112 03/31/2020
Lenox Wealth Management Inc.2,228$111 06/30/2020
     SCHV2,228$111 06/30/2020
Rocky Mountain Advisers LLC2,054$103 06/30/2020
     SCHV2,054$103 06/30/2020
Advisory Alpha LLC2,206$100 03/31/2020
     SCHV2,206$100 03/31/2020
Fortis Advisors LLC2,263$100 03/31/2020
     SCHV2,263$100 03/31/2020
Proequities Inc.1,816$80 03/31/2020
     SCHV1,816$80 03/31/2020
Lenox Wealth Advisors LLC1,498$75 06/30/2020
     SCHV1,498$75 06/30/2020
Sowell Financial Services LLC1,647$73 03/31/2020
     SCHV1,647$73 03/31/2020
Salem Investment Counselors Inc.1,605$71 03/31/2020
     SCHV1,605$71 03/31/2020
Islay Capital Management LLC1,320$66 06/30/2020
     SCHV1,320$66 06/30/2020
Investors Research Corp1,305$65 06/30/2020
     SCHV1,305$65 06/30/2020
Rockefeller Capital Management L.P.1,411$62 03/31/2020
     SCHV1,411$62 03/31/2020
Evensky & Katz LLC1,226$61 06/30/2020
     SCHV1,226$61 06/30/2020
Laurel Wealth Advisors LLC1,215$61 06/30/2020
     SCHV1,215$61 06/30/2020
Citigroup Inc.1,353$60 03/31/2020
     SCHV1,353$60 03/31/2020
Hudock Inc.1,335$59 03/31/2020
     SCHV1,335$59 03/31/2020
Pinnacle Bank1,091$55 06/30/2020
     SCHV1,091$55 06/30/2020
First Horizon Advisors Inc.1,066$53 06/30/2020
     SCHV1,066$53 06/30/2020
Disciplined Investments LLC1,181$52 03/31/2020
     SCHV1,181$52 03/31/2020
Enterprise Financial Services Corp1,000$50 06/30/2020
     SCHV1,000$50 06/30/2020
Rosenberg Matthew Hamilton1,000$50 06/30/2020
     SCHV1,000$50 06/30/2020
Blair William & Co. IL1,065$47 03/31/2020
     SCHV1,065$47 03/31/2020
Signaturefd LLC907$45 06/30/2020
     SCHV907$45 06/30/2020
Versant Capital Management Inc871$43 06/30/2020
     SCHV871$43 06/30/2020
Cullen Frost Bankers Inc.725$36 06/30/2020
     SCHV725$36 06/30/2020
CENTRAL TRUST Co661$33 06/30/2020
     SCHV661$33 06/30/2020
Plante Moran Financial Advisors LLC750$33 03/31/2020
     SCHV750$33 03/31/2020
Tradewinds Capital Management LLC741$33 03/31/2020
     SCHV741$33 03/31/2020
Mine & Arao Wealth Creation & Management LLC.648$32 06/30/2020
     SCHV648$32 06/30/2020
HCR Wealth Advisors627$31 06/30/2020
     SCHV627$31 06/30/2020
Pittenger & Anderson Inc.702$31 03/31/2020
     SCHV702$31 03/31/2020
Quadrant Capital Group LLC710$31 03/31/2020
     SCHV710$31 03/31/2020
Firestone Capital Management555$28 06/30/2020
     SCHV555$28 06/30/2020
Quantum Capital Management625$28 03/31/2020
     SCHV625$28 03/31/2020
Clarkston Capital Partners LLC627$28 03/31/2020
     SCHV627$28 03/31/2020
Blume Capital Management Inc.500$25 06/30/2020
     SCHV500$25 06/30/2020
Orion Portfolio Solutions LLC563$25 03/31/2020
     SCHV563$25 03/31/2020
Manchester Financial Inc.474$24 06/30/2020
     SCHV474$24 06/30/2020
CVA Family Office LLC469$24 06/30/2020
     SCHV469$24 06/30/2020
Sowa Financial Group Inc.470$24 06/30/2020
     SCHV470$24 06/30/2020
Edge Wealth Management LLC424$21 06/30/2020
     SCHV424$21 06/30/2020
Cutler Group LP $19 06/30/2020
     SCHV399$19 06/30/2020
     Put500$0 06/30/2020
Lehman & Derafelo Financial Resources LLC377$19 06/30/2020
     SCHV377$19 06/30/2020
Mark Sheptoff Financial Planning LLC425$19 03/31/2020
     SCHV425$19 03/31/2020
BDO Wealth Advisors LLC433$19 03/31/2020
     SCHV433$19 03/31/2020
Jackson Hole Capital Partners LLC440$19 03/31/2020
     SCHV440$19 03/31/2020
Ironwood Financial llc362$18 06/30/2020
     SCHV362$18 06/30/2020
Pflug Koory LLC350$18 06/30/2020
     SCHV350$18 06/30/2020
Morgan Dempsey Capital Management LLC398$18 03/31/2020
     SCHV398$18 03/31/2020
Aptus Capital Advisors LLC348$17 06/30/2020
     SCHV348$17 06/30/2020
Ameritas Investment Company LLC407$17 03/31/2020
     SCHV407$17 03/31/2020
CBIZ Investment Advisory Services LLC388$17 03/31/2020
     SCHV388$17 03/31/2020
Wealth Quarterback LLC385$17 03/31/2020
     SCHV385$17 03/31/2020
Cascade Investment Advisors Inc.325$16 06/30/2020
     SCHV325$16 06/30/2020
Rowland Carmichael Advisors Inc. ADV285$14 06/30/2020
     SCHV285$14 06/30/2020
McIlrath & Eck LLC259$13 06/30/2020
     SCHV259$13 06/30/2020
Bedel Financial Consulting Inc.259$13 06/30/2020
     SCHV259$13 06/30/2020
Ambassador Advisors LLC300$13 03/31/2020
     SCHV300$13 03/31/2020
Kore Private Wealth LLC279$12 03/31/2020
     SCHV279$12 03/31/2020
MBM Wealth Consultants LLC210$11 06/30/2020
     SCHV210$11 06/30/2020
Ancora Advisors LLC246$11 03/31/2020
     SCHV246$11 03/31/2020
Financial Enhancement Group LLC241$11 03/31/2020
     SCHV241$11 03/31/2020
Procyon Private Wealth Partners LLC239$11 03/31/2020
     SCHV239$11 03/31/2020
C M Bidwell & Associates Ltd.184$8 03/31/2020
     SCHV184$8 03/31/2020
Carolina Wealth Advisors LLC147$7 06/30/2020
     SCHV147$7 06/30/2020
Townsend Asset Management Corp NC ADV165$7 03/31/2020
     SCHV165$7 03/31/2020
Barrett Asset Management LLC150$7 03/31/2020
     SCHV150$7 03/31/2020
Capital Asset Advisory Services LLC146$7 03/31/2020
     SCHV146$7 03/31/2020
Allworth Financial LP116$6 06/30/2020
     SCHV116$6 06/30/2020
Armor Investment Advisors LLC124$6 06/30/2020
     SCHV124$6 06/30/2020
Cedar Mountain Advisors LLC120$6 06/30/2020
     SCHV120$6 06/30/2020
Valley National Advisers Inc.131$6 03/31/2020
     SCHV131$6 03/31/2020
Stratford Consulting LLC129$6 03/31/2020
     SCHV129$6 03/31/2020
Simon Quick Advisors LLC105$5 06/30/2020
     SCHV105$5 06/30/2020
Beese Fulmer Investment Management Inc.81$4 06/30/2020
     SCHV81$4 06/30/2020
Harbor Investment Advisory LLC75$4 06/30/2020
     SCHV75$4 06/30/2020
LifePlan Financial Group Inc76$4 06/30/2020
     SCHV76$4 06/30/2020
Liberty Wealth Management LLC75$4 06/30/2020
     SCHV75$4 06/30/2020
O Shaughnessy Asset Management LLC99$4 03/31/2020
     SCHV99$4 03/31/2020
Peachtree Investment Partners LLC109$4 03/31/2020
     SCHV109$4 03/31/2020
SRS Capital Advisors Inc.61$3 06/30/2020
     SCHV61$3 06/30/2020
Legacy Bridge LLC50$3 06/30/2020
     SCHV50$3 06/30/2020
Bellevue Asset Management LLC51$3 06/30/2020
     SCHV51$3 06/30/2020
Barnett & Company Inc.36$2 06/30/2020
     SCHV36$2 06/30/2020
JNBA Financial Advisors19$1 06/30/2020
     SCHV19$1 06/30/2020
Boston Private Wealth LLC27$1 06/30/2020
     SCHV27$1 06/30/2020
Truewealth LLC17$1 06/30/2020
     SCHV17$1 06/30/2020
Clearstead Advisors LLC22$1 03/31/2020
     SCHV22$1 03/31/2020
Sonora Investment Management LLC20$1 03/31/2020
     SCHV20$1 03/31/2020
Cypress Capital Management LLC WY 25$1 03/31/2020
     SCHV25$1 03/31/2020
Global Wealth Management Investment Advisory Inc.25$1 03/31/2020
     SCHV25$1 03/31/2020
Delta Asset Management LLC TN1$0 06/30/2020
     SCHV1$0 06/30/2020
NewSquare Capital LLC9$0 06/30/2020
     SCHV9$0 06/30/2020

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

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Funds Holding SCHV | www.HoldingsChannel.com

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