HoldingsChannel.com
Funds Holding SCHV
HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.20,243,767$1,148,429 09/30/2019
     SCHV20,243,767$1,148,429 09/30/2019
Honkamp Krueger Financial Services Inc.6,480,041$367,613 09/30/2019
     SCHV6,480,041$367,613 09/30/2019
Financial Engines Advisors L.L.C.21,637,658$227,503 09/30/2019
     SCHV21,637,658$227,503 09/30/2019
Wealth Enhancement Advisory Services LLC4,021,478$225,937 09/30/2019
     SCHV4,021,478$225,937 09/30/2019
Bank of America Corp DE3,713,794$210,683 09/30/2019
     SCHV3,713,794$210,683 09/30/2019
Mather Group LLC.2,326,340$131,973 09/30/2019
     SCHV2,326,340$131,973 09/30/2019
Betterment LLC1,835,807$103,062 09/30/2019
     SCHV1,835,807$103,062 09/30/2019
Gainplan LLC1,532,724$86,951 09/30/2019
     SCHV1,532,724$86,951 09/30/2019
Sei Investments Co.1,391,045$78,943 09/30/2019
     SCHV1,391,045$78,943 09/30/2019
United Capital Financial Advisers LLC1,318,674$74,808 09/30/2019
     SCHV1,318,674$74,808 09/30/2019
Ladenburg Thalmann Financial Services Inc.1,234,834$70,064 09/30/2019
     SCHV1,234,834$70,064 09/30/2019
Mariner LLC1,044,732$59,268 09/30/2019
     SCHV1,044,732$59,268 09/30/2019
Krilogy Financial LLC889,882$50,483 09/30/2019
     SCHV889,882$50,483 09/30/2019
Financial Counselors Inc.631,008$35,797 09/30/2019
     SCHV631,008$35,797 09/30/2019
LPL Financial LLC607,494$34,463 09/30/2019
     SCHV607,494$34,463 09/30/2019
Goldman Sachs Group Inc.600,000$34,038 09/30/2019
     SCHV600,000$34,038 09/30/2019
Resources Investment Advisors LLC.596,677$33,849 09/30/2019
     SCHV596,677$33,849 09/30/2019
Cliftonlarsonallen Wealth Advisors LLC488,769$27,728 09/30/2019
     SCHV488,769$27,728 09/30/2019
Kelman Lazarov Inc.465,923$26,432 09/30/2019
     SCHV465,923$26,432 09/30/2019
Captrust Financial Advisors442,419$25,098 09/30/2019
     SCHV442,419$25,098 09/30/2019
MUFG Americas Holdings Corp426,998$24,224 09/30/2019
     SCHV426,998$24,224 09/30/2019
Ameriprise Financial Inc.407,567$23,190 09/30/2019
     SCHV407,567$23,190 09/30/2019
Gemmer Asset Management LLC393,629$22,331 09/30/2019
     SCHV393,629$22,331 09/30/2019
Gratus Capital LLC388,994$22,068 09/30/2019
     SCHV388,994$22,068 09/30/2019
Thrivent Financial for Lutherans372,613$21,138 09/30/2019
     SCHV372,613$21,138 09/30/2019
BlackRock Inc.370,752$21,033 09/30/2019
     SCHV370,752$21,033 09/30/2019
Red Cedar Investment Management LLC364,479$20,677 09/30/2019
     SCHV364,479$20,677 09/30/2019
Mercer Global Advisors Inc. ADV356,993$20,252 09/30/2019
     SCHV356,993$20,252 09/30/2019
Wells Fargo & Company MN351,685$19,951 09/30/2019
     SCHV351,685$19,951 09/30/2019
Foster Victor Wealth Advisors LLC354,687$19,735 09/30/2019
     SCHV354,687$19,735 09/30/2019
UBS Group AG327,885$18,601 09/30/2019
     SCHV327,885$18,601 09/30/2019
Prime Capital Investment Advisors LLC298,088$16,911 09/30/2019
     SCHV298,088$16,911 09/30/2019
Global Strategic Investment Solutions LLC287,636$16,148 06/30/2019
     SCHV287,636$16,148 06/30/2019
Mokosak Advisory Group LLC275,282$15,613 09/30/2019
     SCHV275,282$15,613 09/30/2019
Glassman Wealth Services273,642$15,524 09/30/2019
     SCHV273,642$15,524 09/30/2019
JJJ Advisors Inc.267,277$15,163 09/30/2019
     SCHV267,277$15,163 09/30/2019
PagnatoKarp Partners LLC265,225$15,046 09/30/2019
     SCHV265,225$15,046 09/30/2019
Summit Asset Management LLC247,782$14,057 09/30/2019
     SCHV247,782$14,057 09/30/2019
Horizon Investments LLC240,072$13,619 09/30/2019
     SCHV240,072$13,619 09/30/2019
Cambridge Investment Research Advisors Inc.235,560$13,363 09/30/2019
     SCHV235,560$13,363 09/30/2019
Marshall Financial Group Inc. ADV234,137$13,283 09/30/2019
     SCHV234,137$13,283 09/30/2019
Youngs Advisory Group Inc.232,335$13,180 09/30/2019
     SCHV232,335$13,180 09/30/2019
Summit Wealth & Retirement Planning Inc.228,286$12,951 09/30/2019
     SCHV228,286$12,951 09/30/2019
Nadler Financial Group Inc.226,578$12,854 09/30/2019
     SCHV226,578$12,854 09/30/2019
HBK Sorce Advisory LLC224,264$12,722 09/30/2019
     SCHV224,264$12,722 09/30/2019
Valentine Ventures LLC222,997$12,651 09/30/2019
     SCHV222,997$12,651 09/30/2019
GHP Investment Advisors Inc.214,154$12,149 09/30/2019
     SCHV214,154$12,149 09/30/2019
Rainey & Randall Investment Management Inc.210,683$11,952 09/30/2019
     SCHV210,683$11,952 09/30/2019
Sage Financial Group Inc.202,443$11,485 09/30/2019
     SCHV202,443$11,485 09/30/2019
Gladstone Institutional Advisory LLC202,262$11,474 09/30/2019
     SCHV202,262$11,474 09/30/2019
Colton Groome Financial Advisors LLC190,106$11,152 09/30/2019
     SCHV190,106$11,152 09/30/2019
Harborview Advisors LLC195,506$11,091 09/30/2019
     SCHV195,506$11,091 09/30/2019
Vista Private Wealth Partners. LLC195,816$11,056 09/30/2019
     SCHV195,816$11,056 09/30/2019
One Capital Management LLC191,802$10,881 09/30/2019
     SCHV191,802$10,881 09/30/2019
Appleton Group LLC184,856$10,487 09/30/2019
     SCHV184,856$10,487 09/30/2019
Almanack Investment Partners LLC.183,312$10,399 09/30/2019
     SCHV183,312$10,399 09/30/2019
Eagle Capital Management LLC179,425$10,179 09/30/2019
     SCHV179,425$10,179 09/30/2019
Financial Advisory Service Inc.171,224$9,714 09/30/2019
     SCHV171,224$9,714 09/30/2019
Altfest L J & Co. Inc.164,845$9,352 09/30/2019
     SCHV164,845$9,352 09/30/2019
Total Wealth Planning LLC164,072$9,308 09/30/2019
     SCHV164,072$9,308 09/30/2019
Cetera Advisor Networks LLC161,350$9,154 09/30/2019
     SCHV161,350$9,154 09/30/2019
Pensionmark Financial Group LLC155,240$8,807 09/30/2019
     SCHV155,240$8,807 09/30/2019
Opes Wealth Management LLC154,791$8,781 09/30/2019
     SCHV154,791$8,781 09/30/2019
Commonwealth Equity Services LLC152,115$8,629 09/30/2019
     SCHV152,115$8,629 09/30/2019
HighTower Advisors LLC149,599$8,480 09/30/2019
     SCHV149,599$8,480 09/30/2019
Stratos Wealth Advisors LLC148,818$8,442 09/30/2019
     SCHV148,818$8,442 09/30/2019
Genovese Burford & Brothers Wealth & Retirement Plan Management LLC145,989$8,282 09/30/2019
     SCHV145,989$8,282 09/30/2019
Newman Dignan & Sheerar Inc.144,319$8,187 09/30/2019
     SCHV144,319$8,187 09/30/2019
Advisory Alpha LLC147,144$8,109 09/30/2019
     SCHV147,144$8,109 09/30/2019
Morgan Stanley141,452$8,025 09/30/2019
     SCHV141,452$8,025 09/30/2019
Moisand Fitzgerald Tamayo LLC139,705$7,925 09/30/2019
     SCHV139,705$7,925 09/30/2019
PrairieView Partners LLC136,326$7,734 09/30/2019
     SCHV136,326$7,734 09/30/2019
Merriman Wealth Management LLC133,426$7,569 09/30/2019
     SCHV133,426$7,569 09/30/2019
Strategic Wealth Advisors Group LLC132,577$7,475 09/30/2019
     SCHV132,577$7,475 09/30/2019
Mountain Capital Investment Advisors Inc130,193$7,386 09/30/2019
     SCHV130,193$7,386 09/30/2019
ProVise Management Group LLC126,927$7,201 09/30/2019
     SCHV126,927$7,201 09/30/2019
Sequoia Financial Advisors LLC118,654$6,731 09/30/2019
     SCHV118,654$6,731 09/30/2019
Colony Group LLC118,083$6,699 09/30/2019
     SCHV118,083$6,699 09/30/2019
JBJ Investment Partners LLC117,662$6,675 09/30/2019
     SCHV117,662$6,675 09/30/2019
First Allied Advisory Services Inc.114,050$6,475 09/30/2019
     SCHV114,050$6,475 09/30/2019
Greenwood Gearhart Inc.109,608$6,218 09/30/2019
     SCHV109,608$6,218 09/30/2019
Guidant Wealth Advisors106,093$6,019 09/30/2019
     SCHV106,093$6,019 09/30/2019
RKL Wealth Management LLC103,555$5,876 09/30/2019
     SCHV103,555$5,876 09/30/2019
Pacific Edge Advisors LLC102,450$5,812 09/30/2019
     SCHV102,450$5,812 09/30/2019
MML Investors Services LLC102,418$5,810 09/30/2019
     SCHV102,418$5,810 09/30/2019
Columbus Macro LLC99,045$5,619 09/30/2019
     SCHV99,045$5,619 09/30/2019
Garde Capital Inc.92,315$5,237 09/30/2019
     SCHV92,315$5,237 09/30/2019
Level Four Advisory Services LLC89,777$5,092 09/30/2019
     SCHV89,777$5,092 09/30/2019
Brio Consultants LLC88,042$4,995 09/30/2019
     SCHV88,042$4,995 09/30/2019
Cetera Investment Advisers79,741$4,530 09/30/2019
     SCHV79,741$4,530 09/30/2019
Royal Bank of Canada78,880$4,475 09/30/2019
     SCHV78,880$4,475 09/30/2019
Moneta Group Investment Advisors LLC77,366$4,389 09/30/2019
     SCHV77,366$4,389 09/30/2019
BlueSky Wealth Advisors LLC79,102$4,359 09/30/2019
     SCHV79,102$4,359 09/30/2019
Econ Financial Services Corp76,729$4,308 06/30/2019
     SCHV76,729$4,308 06/30/2019
Riversedge Advisors LLC77,088$4,160 09/30/2019
     SCHV77,088$4,160 09/30/2019
Condor Capital Management72,580$4,117 09/30/2019
     SCHV72,580$4,117 09/30/2019
Reilly Financial Advisors LLC71,200$4,039 09/30/2019
     SCHV71,200$4,039 09/30/2019
Starfire Investment Advisers Inc.70,360$3,991 09/30/2019
     SCHV70,360$3,991 09/30/2019
Mutual Advisors LLC69,116$3,921 09/30/2019
     SCHV69,116$3,921 09/30/2019
SeaCrest Wealth Management LLC67,153$3,810 09/30/2019
     SCHV67,153$3,810 09/30/2019
Private Vista LLC67,063$3,803 09/30/2019
     SCHV67,063$3,803 09/30/2019
Edge Capital Group LLC65,557$3,719 09/30/2019
     SCHV65,557$3,719 09/30/2019
Ifrah Financial Services Inc.65,375$3,709 09/30/2019
     SCHV65,375$3,709 09/30/2019
CLS Investments LLC62,809$3,563 09/30/2019
     SCHV62,809$3,563 09/30/2019
IFP Advisors Inc62,493$3,546 09/30/2019
     SCHV62,493$3,546 09/30/2019
Savant Capital LLC62,292$3,534 09/30/2019
     SCHV62,292$3,534 09/30/2019
North Star Asset Management Inc.60,558$3,435 09/30/2019
     SCHV60,558$3,435 09/30/2019
Lcnb Corp60,351$3,424 09/30/2019
     SCHV60,351$3,424 09/30/2019
Courage Miller Partners LLC59,252$3,361 09/30/2019
     SCHV59,252$3,361 09/30/2019
Laurel Wealth Advisors Inc.58,916$3,342 09/30/2019
     SCHV58,916$3,342 09/30/2019
AdvicePeriod LLC58,526$3,321 09/30/2019
     SCHV58,526$3,321 09/30/2019
Allen Capital Group LLC58,418$3,219 09/30/2019
     SCHV58,418$3,219 09/30/2019
Personal Resources Investment & Strategic Management Inc.56,085$3,182 09/30/2019
     SCHV56,085$3,182 09/30/2019
Berkshire Asset Management LLC PA55,340$3,139 09/30/2019
     SCHV55,340$3,139 09/30/2019
Wealthsource Partners LLC54,881$3,113 09/30/2019
     SCHV54,881$3,113 09/30/2019
Blue Bell Private Wealth Management LLC51,454$2,919 09/30/2019
     SCHV51,454$2,919 09/30/2019
Financial Advisors Network Inc.50,199$2,848 09/30/2019
     SCHV50,199$2,848 09/30/2019
Cahill Financial Advisors Inc.50,175$2,847 09/30/2019
     SCHV50,175$2,847 09/30/2019
Blackhawk Capital Partners LLC.48,923$2,775 09/30/2019
     SCHV48,923$2,775 09/30/2019
Private Capital Management LLC48,198$2,734 09/30/2019
     SCHV48,198$2,734 09/30/2019
Stearns Financial Services Group47,453$2,692 09/30/2019
     SCHV47,453$2,692 09/30/2019
IMA Wealth Inc.46,815$2,656 09/30/2019
     SCHV46,815$2,656 09/30/2019
Managed Account Services Inc.47,257$2,656 09/30/2019
     SCHV47,257$2,656 09/30/2019
Clark Capital Management Group Inc.45,924$2,605 09/30/2019
     SCHV45,924$2,605 09/30/2019
Domani Wealth LLC45,621$2,588 09/30/2019
     SCHV45,621$2,588 09/30/2019
Financial Architects Inc45,500$2,581 09/30/2019
     SCHV45,500$2,581 09/30/2019
Stonebridge Capital Advisors LLC43,488$2,467 09/30/2019
     SCHV43,488$2,467 09/30/2019
SJA Financial Advisory LLC42,676$2,421 09/30/2019
     SCHV42,676$2,421 09/30/2019
Bernardo Wealth Planning LLC40,330$2,287 09/30/2019
     SCHV40,330$2,287 09/30/2019
GW Henssler & Associates Ltd.39,864$2,261 09/30/2019
     SCHV39,864$2,261 09/30/2019
Financial Advocates Investment Management39,608$2,247 09/30/2019
     SCHV39,608$2,247 09/30/2019
Black Diamond Financial LLC39,554$2,244 09/30/2019
     SCHV39,554$2,244 09/30/2019
Advisor Group Inc.38,871$2,204 09/30/2019
     SCHV38,871$2,204 09/30/2019
Koshinski Asset Management Inc.38,674$2,194 09/30/2019
     SCHV38,674$2,194 09/30/2019
Bartlett & Co. LLC36,904$2,094 09/30/2019
     SCHV36,904$2,094 09/30/2019
Veritable L.P.36,893$2,093 09/30/2019
     SCHV36,893$2,093 09/30/2019
EP Wealth Advisors LLC36,547$2,073 09/30/2019
     SCHV36,547$2,073 09/30/2019
BBR Partners LLC36,530$2,072 09/30/2019
     SCHV36,530$2,072 09/30/2019
Dynamic Advisor Solutions LLC36,042$2,045 09/30/2019
     SCHV36,042$2,045 09/30/2019
DDD Partners LLC35,088$1,991 09/30/2019
     SCHV35,088$1,991 09/30/2019
Lakeview Capital Partners LLC34,706$1,969 09/30/2019
     SCHV34,706$1,969 09/30/2019
Focused Wealth Management Inc34,454$1,955 09/30/2019
     SCHV34,454$1,955 09/30/2019
Apriem Advisors33,570$1,904 09/30/2019
     SCHV33,570$1,904 09/30/2019
Atria Investments LLC33,350$1,892 09/30/2019
     SCHV33,350$1,892 09/30/2019
Northwest Capital Management Inc33,064$1,876 09/30/2019
     SCHV33,064$1,876 09/30/2019
Prestige Wealth Management Group LLC32,858$1,864 09/30/2019
     SCHV32,858$1,864 09/30/2019
Elwood & Goetz Wealth Advisory Group LLC30,624$1,737 09/30/2019
     SCHV30,624$1,737 09/30/2019
Relaxing Retirement Coach29,541$1,677 09/30/2019
     SCHV29,541$1,677 09/30/2019
Taylor Cottrill Erickson & Associates Inc.29,403$1,668 09/30/2019
     SCHV29,403$1,668 09/30/2019
Premia Global Advisors LLC29,215$1,657 09/30/2019
     SCHV29,215$1,657 09/30/2019
Capital Investment Advisory Services LLC29,126$1,652 09/30/2019
     SCHV29,126$1,652 09/30/2019
Wintrust Investments LLC29,071$1,649 09/30/2019
     SCHV29,071$1,649 09/30/2019
AJ Wealth Strategies LLC28,270$1,604 09/30/2019
     SCHV28,270$1,604 09/30/2019
Creative Planning26,925$1,527 09/30/2019
     SCHV26,925$1,527 09/30/2019
Private Advisor Group LLC26,771$1,524 09/30/2019
     SCHV26,771$1,524 09/30/2019
AE Wealth Management LLC26,225$1,488 09/30/2019
     SCHV26,225$1,488 09/30/2019
Ausdal Financial Partners Inc.26,026$1,476 09/30/2019
     SCHV26,026$1,476 09/30/2019
Fagan Associates Inc.25,695$1,458 09/30/2019
     SCHV25,695$1,458 09/30/2019
Frontier Wealth Management LLC24,929$1,414 09/30/2019
     SCHV24,929$1,414 09/30/2019
Concorde Asset Management LLC24,634$1,397 09/30/2019
     SCHV24,634$1,397 09/30/2019
Cypress Capital Management LLC24,300$1,379 09/30/2019
     SCHV24,300$1,379 09/30/2019
Providence Wealth Advisors LLC23,987$1,361 09/30/2019
     SCHV23,987$1,361 09/30/2019
Raymond James Financial Services Advisors Inc.23,944$1,358 09/30/2019
     SCHV23,944$1,358 09/30/2019
AdvisorNet Financial Inc23,900$1,356 09/30/2019
     SCHV23,900$1,356 09/30/2019
WESPAC Advisors LLC23,906$1,356 09/30/2019
     SCHV23,906$1,356 09/30/2019
Well Done LLC23,657$1,342 09/30/2019
     SCHV23,657$1,342 09/30/2019
Total Investment Management Inc.22,949$1,302 09/30/2019
     SCHV22,949$1,302 09/30/2019
Asset Dedication LLC22,911$1,297 09/30/2019
     SCHV22,911$1,297 09/30/2019
Financial Advisory Group22,689$1,287 09/30/2019
     SCHV22,689$1,287 09/30/2019
Clearwater Capital Advisors LLC22,623$1,283 09/30/2019
     SCHV22,623$1,283 09/30/2019
Kalos Management Inc.21,687$1,269 09/30/2019
     SCHV21,687$1,269 09/30/2019
Duncker Streett & Co. Inc.22,275$1,264 09/30/2019
     SCHV22,275$1,264 09/30/2019
Atlas Capital Advisors LLC21,943$1,245 09/30/2019
     SCHV21,943$1,245 09/30/2019
The Manufacturers Life Insurance Company 21,706$1,228 09/30/2019
     SCHV21,706$1,228 09/30/2019
Sigma Planning Corp21,523$1,221 09/30/2019
     SCHV21,523$1,221 09/30/2019
Marquette Asset Management LLC21,080$1,196 09/30/2019
     SCHV21,080$1,196 09/30/2019
American Investment Services Inc.20,890$1,185 09/30/2019
     SCHV20,890$1,185 09/30/2019
Blue Chip Wealth Management Inc.20,882$1,185 09/30/2019
     SCHV20,882$1,185 09/30/2019
Alpha Omega Wealth Management LLC20,098$1,183 09/30/2019
     SCHV20,098$1,183 09/30/2019
Buckingham Asset Management LLC20,713$1,175 09/30/2019
     SCHV20,713$1,175 09/30/2019
Alpha Cubed Investments LLC20,694$1,174 09/30/2019
     SCHV20,694$1,174 09/30/2019
Juncture Wealth Strategies LLC20,506$1,163 09/30/2019
     SCHV20,506$1,163 09/30/2019
Murphy Middleton Hinkle & Parker Inc.19,894$1,129 09/30/2019
     SCHV19,894$1,129 09/30/2019
Johnson Financial Group Inc.19,822$1,125 09/30/2019
     SCHV19,822$1,125 09/30/2019
Susquehanna International Group LLP $1,121 09/30/2019
     SCHV15,351$871 09/30/2019
     Call4,400$250 09/30/2019
Carlson Capital Management19,461$1,104 09/30/2019
     SCHV19,461$1,104 09/30/2019
Parkside Investments LLC19,285$1,094 09/30/2019
     SCHV19,285$1,094 09/30/2019
Santori & Peters Inc.18,956$1,075 09/30/2019
     SCHV18,956$1,075 09/30/2019
Bank of Montreal Can18,821$1,068 09/30/2019
     SCHV18,821$1,068 09/30/2019
McMahon Financial Advisors LLC18,514$1,050 09/30/2019
     SCHV18,514$1,050 09/30/2019
Patton Albertson Miller Group LLC18,128$1,028 09/30/2019
     SCHV18,128$1,028 09/30/2019
Jentner Corp18,032$1,023 09/30/2019
     SCHV18,032$1,023 09/30/2019
Mengis Capital Management Inc.17,557$996 09/30/2019
     SCHV17,557$996 09/30/2019
Cornerstone Wealth Management LLC17,528$994 09/30/2019
     SCHV17,528$994 09/30/2019
BB&T Securities LLC17,223$978 09/30/2019
     SCHV17,223$978 09/30/2019
Princeton Global Asset Management LLC16,783$938 09/30/2019
     SCHV16,783$938 09/30/2019
GenWealth Group Inc.16,012$908 09/30/2019
     SCHV16,012$908 09/30/2019
Pure Financial Advisors Inc.15,898$902 09/30/2019
     SCHV15,898$902 09/30/2019
Market Street Wealth Management Advisors LLC15,483$878 09/30/2019
     SCHV15,483$878 09/30/2019
US Bancorp DE15,202$862 09/30/2019
     SCHV15,202$862 09/30/2019
Gradient Capital Advisors LLC14,941$848 09/30/2019
     SCHV14,941$848 09/30/2019
FMR LLC14,825$841 09/30/2019
     SCHV14,825$841 09/30/2019
Northwestern Mutual Wealth Management Co.14,442$820 09/30/2019
     SCHV14,442$820 09/30/2019
BHK Investment Advisors LLC14,378$816 09/30/2019
     SCHV14,378$816 09/30/2019
Boys Arnold & Co. Inc.14,275$807 09/30/2019
     SCHV14,275$807 09/30/2019
Lantz Financial LLC14,629$803 09/30/2019
     SCHV14,629$803 09/30/2019
Vanguard Capital Wealth Advisors14,096$799 09/30/2019
     SCHV14,096$799 09/30/2019
Strategic Financial Group LLC14,034$796 09/30/2019
     SCHV14,034$796 09/30/2019
BOK Financial Private Wealth Inc.13,612$772 09/30/2019
     SCHV13,612$772 09/30/2019
Valeo Financial Advisors LLC13,560$769 09/30/2019
     SCHV13,560$769 09/30/2019
Renaissance Technologies LLC13,500$766 09/30/2019
     SCHV13,500$766 09/30/2019
Whitener Capital Management Inc.13,095$742 09/30/2019
     SCHV13,095$742 09/30/2019
361 Capital LLC13,050$740 09/30/2019
     SCHV13,050$740 09/30/2019
Capital Wealth Planning LLC12,959$739 09/30/2019
     SCHV12,959$739 09/30/2019
Nwam LLC12,853$729 09/30/2019
     SCHV12,853$729 09/30/2019
Belpointe Asset Management LLC12,920$725 06/30/2019
     SCHV12,920$725 06/30/2019
Meritage Portfolio Management12,675$719 09/30/2019
     SCHV12,675$719 09/30/2019
Alesco Advisors LLC12,655$718 09/30/2019
     SCHV12,655$718 09/30/2019
Texas Yale Capital Corp.12,375$702 09/30/2019
     SCHV12,375$702 09/30/2019
Aspiriant LLC12,377$702 09/30/2019
     SCHV12,377$702 09/30/2019
Baldrige Asset Management LLC12,375$702 09/30/2019
     SCHV12,375$702 09/30/2019
Tower Research Capital LLC TRC 12,191$691 09/30/2019
     SCHV12,191$691 09/30/2019
Foothills Asset Management Ltd.11,905$675 09/30/2019
     SCHV11,905$675 09/30/2019
CIBC Private Wealth Group LLC11,823$671 09/30/2019
     SCHV11,823$671 09/30/2019
LeJeune Puetz Investment Counsel LLC11,715$665 09/30/2019
     SCHV11,715$665 09/30/2019
Tortoise Investment Management LLC11,670$662 09/30/2019
     SCHV11,670$662 09/30/2019
Van Hulzen Asset Management LLC11,666$662 09/30/2019
     SCHV11,666$662 09/30/2019
WT Wealth Management11,521$653 09/30/2019
     SCHV11,521$653 09/30/2019
Newport Wealth Strategies Inc.10,958$622 09/30/2019
     SCHV10,958$622 09/30/2019
Brand Asset Management Group Inc.10,654$604 09/30/2019
     SCHV10,654$604 09/30/2019
Financial Advisors LLC10,524$597 09/30/2019
     SCHV10,524$597 09/30/2019
Jacobsen Capital Management10,249$581 09/30/2019
     SCHV10,249$581 09/30/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management10,173$577 09/30/2019
     SCHV10,173$577 09/30/2019
Integrated Investment Consultants LLC10,100$573 09/30/2019
     SCHV10,100$573 09/30/2019
Stratos Wealth Partners LTD.10,051$570 09/30/2019
     SCHV10,051$570 09/30/2019
First Republic Investment Management Inc.10,005$568 09/30/2019
     SCHV10,005$568 09/30/2019
MinichMacGregor Wealth Management LLC9,755$553 09/30/2019
     SCHV9,755$553 09/30/2019
Beacon Pointe Advisors LLC9,654$547 09/30/2019
     SCHV9,654$547 09/30/2019
Advisory Services Network LLC9,284$521 09/30/2019
     SCHV9,284$521 09/30/2019
Westbourne Investment Advisors Inc.9,109$517 09/30/2019
     SCHV9,109$517 09/30/2019
Beacon Pointe Wealth Advisors LLC9,113$516 09/30/2019
     SCHV9,113$516 09/30/2019
NEXT Financial Group Inc8,958$508 09/30/2019
     SCHV8,958$508 09/30/2019
Leavell Investment Management Inc.8,558$486 09/30/2019
     SCHV8,558$486 09/30/2019
Shine Investment Advisory Services Inc.8,535$484 09/30/2019
     SCHV8,535$484 09/30/2019
HHM Wealth Advisors LLC8,539$484 09/30/2019
     SCHV8,539$484 09/30/2019
Zacks Investment Management8,487$481 09/30/2019
     SCHV8,487$481 09/30/2019
ACG Wealth8,356$474 09/30/2019
     SCHV8,356$474 09/30/2019
Alliance Wealth Management Group8,314$472 09/30/2019
     SCHV8,314$472 09/30/2019
Towercrest Capital Management8,314$472 09/30/2019
     SCHV8,314$472 09/30/2019
Trustcore Financial Services LLC8,146$462 09/30/2019
     SCHV8,146$462 09/30/2019
CWM LLC8,098$459 09/30/2019
     SCHV8,098$459 09/30/2019
Bigelow Investment Advisors LLC8,028$455 09/30/2019
     SCHV8,028$455 09/30/2019
People s United Financial Inc.7,928$450 09/30/2019
     SCHV7,928$450 09/30/2019
BCJ Capital Management LLC7,867$446 09/30/2019
     SCHV7,867$446 09/30/2019
Signet Financial Management LLC7,550$443 09/30/2019
     SCHV7,550$443 09/30/2019
Global Retirement Partners LLC7,814$443 09/30/2019
     SCHV7,814$443 09/30/2019
Joseph P. Lucia & Associates LLC7,783$442 09/30/2019
     SCHV7,783$442 09/30/2019
Sowell Financial Services LLC7,722$438 09/30/2019
     SCHV7,722$438 09/30/2019
Chesapeake Wealth Management7,670$435 09/30/2019
     SCHV7,670$435 09/30/2019
Bronfman E.L. Rothschild L.P.7,374$418 09/30/2019
     SCHV7,374$418 09/30/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC7,289$413 09/30/2019
     SCHV7,289$413 09/30/2019
Waldron Private Wealth LLC7,185$407 09/30/2019
     SCHV7,185$407 09/30/2019
SNS Financial Group LLC7,118$404 09/30/2019
     SCHV7,118$404 09/30/2019
Regal Investment Advisors LLC7,039$399 09/30/2019
     SCHV7,039$399 09/30/2019
Peapack Gladstone Financial Corp6,900$391 09/30/2019
     SCHV6,900$391 09/30/2019
Vista Capital Partners Inc.6,888$391 09/30/2019
     SCHV6,888$391 09/30/2019
Radnor Capital Management LLC6,520$370 09/30/2019
     SCHV6,520$370 09/30/2019
Mirador Capital Partners LP6,466$367 09/30/2019
     SCHV6,466$367 09/30/2019
Sheaff Brock Investment Advisors LLC6,430$365 09/30/2019
     SCHV6,430$365 09/30/2019
ELM Advisors LLC6,410$364 09/30/2019
     SCHV6,410$364 09/30/2019
Portfolio Solutions LLC6,378$362 09/30/2019
     SCHV6,378$362 09/30/2019
Dorsey & Whitney Trust CO LLC6,360$361 09/30/2019
     SCHV6,360$361 09/30/2019
Nations Financial Group Inc. IA ADV6,274$360 09/30/2019
     SCHV6,274$360 09/30/2019
Massey Quick Simon & CO. LLC6,352$360 09/30/2019
     SCHV6,352$360 09/30/2019
Fortis Advisors LLC6,130$348 09/30/2019
     SCHV6,130$348 09/30/2019
Intl Fcstone Inc.6,116$347 09/30/2019
     SCHV6,116$347 09/30/2019
Bridges Investment Management Inc.6,080$345 09/30/2019
     SCHV6,080$345 09/30/2019
FormulaFolio Investments LLC6,045$343 09/30/2019
     SCHV6,045$343 09/30/2019
Stony Point Wealth Management Inc.5,899$335 09/30/2019
     SCHV5,899$335 09/30/2019
UMA Financial Services Inc.5,680$335 09/30/2019
     SCHV5,680$335 09/30/2019
IHT Wealth Management LLC5,825$330 09/30/2019
     SCHV5,825$330 09/30/2019
First Foundation Advisors5,773$328 09/30/2019
     SCHV5,773$328 09/30/2019
Abacus Planning Group Inc.5,594$317 09/30/2019
     SCHV5,594$317 09/30/2019
Bfsg LLC5,546$315 09/30/2019
     SCHV5,546$315 09/30/2019
FinTrust Capital Advisors LLC5,533$314 09/30/2019
     SCHV5,533$314 09/30/2019
Wealthquest Corp5,546$314 09/30/2019
     SCHV5,546$314 09/30/2019
Carnegie Capital Asset Management LLC5,404$307 09/30/2019
     SCHV5,404$307 09/30/2019
Parallel Advisors LLC5,383$305 09/30/2019
     SCHV5,383$305 09/30/2019
Hoover Financial Advisors Inc.5,255$298 09/30/2019
     SCHV5,255$298 09/30/2019
Cedar Brook Financial Partners LLC5,251$298 09/30/2019
     SCHV5,251$298 09/30/2019
Larson Financial Group LLC5,229$297 09/30/2019
     SCHV5,229$297 09/30/2019
Foster & Motley Inc.5,194$295 09/30/2019
     SCHV5,194$295 09/30/2019
SOL Capital Management CO5,127$291 09/30/2019
     SCHV5,127$291 09/30/2019
Acorn Wealth Advisors LLC4,880$286 09/30/2019
     SCHV4,880$286 09/30/2019
Jackson Hole Capital Partners LLC5,042$286 09/30/2019
     SCHV5,042$286 09/30/2019
Intrust Bank NA5,024$285 09/30/2019
     SCHV5,024$285 09/30/2019
Capital Directions Investment Advisors LLC5,017$285 09/30/2019
     SCHV5,017$285 09/30/2019
MidWestOne Financial Group Inc.4,982$283 09/30/2019
     SCHV4,982$283 09/30/2019
Wilbanks Smith & Thomas Asset Management LLC4,967$282 09/30/2019
     SCHV4,967$282 09/30/2019
Gofen & Glossberg LLC IL4,912$279 09/30/2019
     SCHV4,912$279 09/30/2019
Roundview Capital LLC4,897$278 09/30/2019
     SCHV4,897$278 09/30/2019
Clear Investment Research LLC4,888$277 09/30/2019
     SCHV4,888$277 09/30/2019
TCI Wealth Advisors Inc.4,764$270 09/30/2019
     SCHV4,764$270 09/30/2019
Gillespie Robinson & Grimm Inc.4,700$267 09/30/2019
     SCHV4,700$267 09/30/2019
Tiemann Investment Advisors LLC4,688$266 09/30/2019
     SCHV4,688$266 09/30/2019
Asset Planning Services Ltd.4,667$265 09/30/2019
     SCHV4,667$265 09/30/2019
Carret Asset Management LLC4,530$257 09/30/2019
     SCHV4,530$257 09/30/2019
Schneider Downs Wealth Management Advisors LP4,491$255 09/30/2019
     SCHV4,491$255 09/30/2019
Thompson Investment Management Inc.4,436$252 09/30/2019
     SCHV4,436$252 09/30/2019
Budros Ruhlin & Roe Inc.4,368$248 09/30/2019
     SCHV4,368$248 09/30/2019
Sharkey Howes & Javer4,201$238 09/30/2019
     SCHV4,201$238 09/30/2019
Csenge Advisory Group4,187$237 09/30/2019
     SCHV4,187$237 09/30/2019
Oarsman Capital Inc.4,148$235 09/30/2019
     SCHV4,148$235 09/30/2019
Segment Wealth Management LLC4,116$234 09/30/2019
     SCHV4,116$234 09/30/2019
Cable Hill Partners LLC4,077$231 09/30/2019
     SCHV4,077$231 09/30/2019
Pathway Financial Advisors LLC3,820$225 09/30/2019
     SCHV3,820$225 09/30/2019
Fifth Third Bancorp3,948$224 09/30/2019
     SCHV3,948$224 09/30/2019
JOYN Advisors Inc.3,948$224 09/30/2019
     SCHV3,948$224 09/30/2019
Patriot Investment Management Inc.3,986$221 09/30/2019
     SCHV3,986$221 09/30/2019
Freestone Capital Holdings LLC3,860$219 09/30/2019
     SCHV3,860$219 09/30/2019
Iron Financial LLC3,811$216 09/30/2019
     SCHV3,811$216 09/30/2019
Raymond James & Associates3,783$215 09/30/2019
     SCHV3,783$215 09/30/2019
Security National Bank of SO Dak3,796$215 09/30/2019
     SCHV3,796$215 09/30/2019
JFS Wealth Advisors LLC3,776$214 09/30/2019
     SCHV3,776$214 09/30/2019
RBA Wealth Management LLC3,738$212 09/30/2019
     SCHV3,738$212 09/30/2019
Arbor Wealth Management LLC3,702$210 09/30/2019
     SCHV3,702$210 09/30/2019
PRW Wealth Management LLC3,616$205 09/30/2019
     SCHV3,616$205 09/30/2019
Venturi Wealth Management LLC3,400$193 09/30/2019
     SCHV3,400$193 09/30/2019
Moneywise Inc.3,107$176 09/30/2019
     SCHV3,107$176 09/30/2019
Evensky & Katz LLC2,755$156 09/30/2019
     SCHV2,755$156 09/30/2019
Berman Capital Advisors LLC2,693$152 09/30/2019
     SCHV2,693$152 09/30/2019
Front Row Advisors LLC2,641$150 09/30/2019
     SCHV2,641$150 09/30/2019
Salem Investment Counselors Inc.2,605$148 09/30/2019
     SCHV2,605$148 09/30/2019
Ellis Investment Partners LLC2,333$130 09/30/2019
     SCHV2,333$130 09/30/2019
Parkside Financial Bank & Trust2,270$129 09/30/2019
     SCHV2,270$129 09/30/2019
Permanens Capital L.P.2,204$125 09/30/2019
     SCHV2,204$125 09/30/2019
Kohmann Bosshard Financial Services LLC2,089$119 09/30/2019
     SCHV2,089$119 09/30/2019
Rocky Mountain Advisers LLC2,032$115 09/30/2019
     SCHV2,032$115 09/30/2019
Tradewinds Capital Management LLC2,023$115 09/30/2019
     SCHV2,023$115 09/30/2019
Proequities Inc.2,018$114 09/30/2019
     SCHV2,018$114 09/30/2019
Edge Wealth Management LLC1,974$111 09/30/2019
     SCHV1,974$111 09/30/2019
PNC Financial Services Group Inc.1,919$109 09/30/2019
     SCHV1,919$109 09/30/2019
B & T Capital Management DBA Alpha Capital Management1,926$109 09/30/2019
     SCHV1,926$109 09/30/2019
Ironwood Financial llc1,906$108 09/30/2019
     SCHV1,906$108 09/30/2019
Signaturefd LLC1,654$94 09/30/2019
     SCHV1,654$94 09/30/2019
Mycio Wealth Partners LLC1,630$92 09/30/2019
     SCHV1,630$92 09/30/2019
Hudock Capital Group LLC1,610$91 09/30/2019
     SCHV1,610$91 09/30/2019
Lenox Wealth Advisors LLC1,498$85 09/30/2019
     SCHV1,498$85 09/30/2019
Investors Research Corp1,305$74 09/30/2019
     SCHV1,305$74 09/30/2019
Versant Capital Management Inc1,160$65 09/30/2019
     SCHV1,160$65 09/30/2019
Blume Capital Management Inc.1,100$62 09/30/2019
     SCHV1,100$62 09/30/2019
Truewealth LLC1,077$61 09/30/2019
     SCHV1,077$61 09/30/2019
FTB Advisors Inc.1,066$60 09/30/2019
     SCHV1,066$60 09/30/2019
Lenox Wealth Management Inc.1,025$58 09/30/2019
     SCHV1,025$58 09/30/2019
Enterprise Financial Services Corp1,000$57 09/30/2019
     SCHV1,000$57 09/30/2019
Laurel Wealth Advisors LLC950$54 09/30/2019
     SCHV950$54 09/30/2019
Plante Moran Financial Advisors LLC921$52 09/30/2019
     SCHV921$52 09/30/2019
Northwest Investment Counselors LLC828$47 09/30/2019
     SCHV828$47 09/30/2019
Pittenger & Anderson Inc.802$45 09/30/2019
     SCHV802$45 09/30/2019
Hanson & Doremus Investment Management773$44 09/30/2019
     SCHV773$44 09/30/2019
MRA Associates USA LLC777$44 09/30/2019
     SCHV777$44 09/30/2019
Cullen Frost Bankers Inc.705$40 09/30/2019
     SCHV705$40 09/30/2019
Mark Sheptoff Financial Planning LLC682$39 09/30/2019
     SCHV682$39 09/30/2019
Private Ocean LLC637$37 09/30/2019
     SCHV637$37 09/30/2019
Quantum Capital Management625$35 09/30/2019
     SCHV625$35 09/30/2019
Clarkston Capital Partners LLC603$34 09/30/2019
     SCHV603$34 09/30/2019
Ameritas Investment Corp509$29 09/30/2019
     SCHV509$29 09/30/2019
Steward Partners Investment Advisory LLC517$29 09/30/2019
     SCHV517$29 09/30/2019
Citigroup Inc.489$28 09/30/2019
     SCHV489$28 09/30/2019
Morgan Dempsey Capital Management LLC398$23 09/30/2019
     SCHV398$23 09/30/2019
Cascade Investment Advisors Inc.380$22 09/30/2019
     SCHV380$22 09/30/2019
Aptus Capital Advisors LLC372$21 09/30/2019
     SCHV372$21 09/30/2019
Lehman & Derafelo Financial Resources LLC377$21 09/30/2019
     SCHV377$21 09/30/2019
LifePlan Financial Group Inc281$16 09/30/2019
     SCHV281$16 09/30/2019
Strategic Blueprint LLC263$15 09/30/2019
     SCHV263$15 09/30/2019
Bedel Financial Consulting Inc.252$14 09/30/2019
     SCHV252$14 09/30/2019
MBM Wealth Consultants LLC235$13 09/30/2019
     SCHV235$13 09/30/2019
UBS Asset Management Americas Inc.220$12 09/30/2019
     SCHV220$12 09/30/2019
Rockefeller Capital Management L.P.191$11 09/30/2019
     SCHV191$11 09/30/2019
C M Bidwell & Associates Ltd.179$10 09/30/2019
     SCHV179$10 09/30/2019
Massmutual Trust Co. FSB ADV168$10 09/30/2019
     SCHV168$10 09/30/2019
Barrett Asset Management LLC150$9 09/30/2019
     SCHV150$9 09/30/2019
JPMorgan Chase & Co.149$8 09/30/2019
     SCHV149$8 09/30/2019
Valley National Advisers Inc.131$7 09/30/2019
     SCHV131$7 09/30/2019
Allworth Financial LP116$7 09/30/2019
     SCHV116$7 09/30/2019
Armor Investment Advisors LLC124$7 09/30/2019
     SCHV124$7 09/30/2019
McIlrath & Eck LLC112$6 09/30/2019
     SCHV112$6 09/30/2019
Liberty Wealth Management LLC97$6 09/30/2019
     SCHV97$6 09/30/2019
Blair William & Co. IL94$5 09/30/2019
     SCHV94$5 09/30/2019
Deutsche Bank AG75$4 09/30/2019
     SCHV75$4 09/30/2019
Quantum Capital Management LLC NJ60$3 09/30/2019
     SCHV60$3 09/30/2019
Gradient Investments LLC53$3 09/30/2019
     SCHV53$3 09/30/2019
SRS Capital Advisors Inc.61$3 09/30/2019
     SCHV61$3 09/30/2019
Legacy Bridge LLC50$3 09/30/2019
     SCHV50$3 09/30/2019
Barnett & Company Inc.35$2 09/30/2019
     SCHV35$2 09/30/2019
Wealthcare Advisory Partners LLC41$2 09/30/2019
     SCHV41$2 09/30/2019
Sonora Investment Management LLC20$1 09/30/2019
     SCHV20$1 09/30/2019
Executive Wealth Management LLC32$1 09/30/2019
     SCHV32$1 09/30/2019
NewSquare Capital LLC10$1 09/30/2019
     SCHV10$1 09/30/2019
JNBA Financial Advisors19$1 09/30/2019
     SCHV19$1 09/30/2019
Elmwood Wealth Management Inc.22$1 09/30/2019
     SCHV22$1 09/30/2019
Global Wealth Management Investment Advisory Inc.25$1 09/30/2019
     SCHV25$1 09/30/2019
Creative Financial Designs Inc. ADV1$0 09/30/2019
     SCHV1$0 09/30/2019
Cutler Group LP $0 09/30/2019
     Call100$0 09/30/2019
Personal Wealth Partners0$0 09/30/2019
     SCHV0$0 09/30/2019

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

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