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
Financial Engines Advisors L.L.C.17,167,216$963,768 06/30/2019
     SCHV17,167,216$963,768 06/30/2019
Honkamp Krueger Financial Services Inc.4,213,090$239,009 06/30/2019
     SCHV4,213,090$239,009 06/30/2019
Wealth Enhancement Advisory Services LLC3,869,254$222,211 06/30/2019
     SCHV3,869,254$222,211 06/30/2019
Bank of America Corp DE3,600,670$202,142 06/30/2019
     SCHV3,600,670$202,142 06/30/2019
Mather Group LLC.2,198,954$123,449 06/30/2019
     SCHV2,198,954$123,449 06/30/2019
Betterment LLC1,835,807$103,062 06/30/2019
     SCHV1,835,807$103,062 06/30/2019
Gainplan LLC1,724,237$96,799 06/30/2019
     SCHV1,724,237$96,799 06/30/2019
Sei Investments Co.1,250,223$70,200 06/30/2019
     SCHV1,250,223$70,200 06/30/2019
United Capital Financial Advisers LLC1,242,049$69,729 06/30/2019
     SCHV1,242,049$69,729 06/30/2019
Ladenburg Thalmann Financial Services Inc.1,076,795$60,454 06/30/2019
     SCHV1,076,795$60,454 06/30/2019
Mariner LLC996,355$55,935 06/30/2019
     SCHV996,355$55,935 06/30/2019
Resources Investment Advisors LLC.970,998$54,512 06/30/2019
     SCHV970,998$54,512 06/30/2019
Krilogy Financial LLC845,501$47,466 06/30/2019
     SCHV845,501$47,466 06/30/2019
Financial Counselors Inc.633,376$35,558 06/30/2019
     SCHV633,376$35,558 06/30/2019
LPL Financial LLC604,103$33,914 06/30/2019
     SCHV604,103$33,914 06/30/2019
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 Advisors444,839$25,152 06/30/2019
     SCHV444,839$25,152 06/30/2019
MUFG Americas Holdings Corp428,486$24,055 06/30/2019
     SCHV428,486$24,055 06/30/2019
Gemmer Asset Management LLC393,629$22,331 09/30/2019
     SCHV393,629$22,331 09/30/2019
BlackRock Inc.392,859$22,055 06/30/2019
     SCHV392,859$22,055 06/30/2019
Wells Fargo & Company MN376,185$21,119 06/30/2019
     SCHV376,185$21,119 06/30/2019
Gratus Capital LLC366,998$20,603 06/30/2019
     SCHV366,998$20,603 06/30/2019
Foster Victor Wealth Advisors LLC354,687$19,735 09/30/2019
     SCHV354,687$19,735 09/30/2019
Red Cedar Investment Management LLC343,047$19,259 06/30/2019
     SCHV343,047$19,259 06/30/2019
Piershale Financial Group Inc.300,196$16,853 06/30/2019
     SCHV300,196$16,853 06/30/2019
Mercer Global Advisors Inc. ADV299,519$16,815 06/30/2019
     SCHV299,519$16,815 06/30/2019
Mokosak Advisory Group LLC275,282$15,613 09/30/2019
     SCHV275,282$15,613 09/30/2019
JJJ Advisors Inc.273,330$15,345 06/30/2019
     SCHV273,330$15,345 06/30/2019
PagnatoKarp Partners LLC263,391$14,892 06/30/2019
     SCHV263,391$14,892 06/30/2019
Ameriprise Financial Inc.261,546$14,616 06/30/2019
     SCHV261,546$14,616 06/30/2019
Glassman Wealth Services257,392$14,450 06/30/2019
     SCHV257,392$14,450 06/30/2019
Summit Asset Management LLC244,823$13,744 06/30/2019
     SCHV244,823$13,744 06/30/2019
UBS Group AG234,213$13,149 06/30/2019
     SCHV234,213$13,149 06/30/2019
Prime Capital Investment Advisors LLC232,503$13,053 06/30/2019
     SCHV232,503$13,053 06/30/2019
Thrivent Financial for Lutherans232,038$13,027 06/30/2019
     SCHV232,038$13,027 06/30/2019
Marshall Financial Group Inc. ADV230,668$12,950 06/30/2019
     SCHV230,668$12,950 06/30/2019
Youngs Advisory Group Inc.230,435$12,937 06/30/2019
     SCHV230,435$12,937 06/30/2019
Valentine Ventures LLC229,166$12,865 06/30/2019
     SCHV229,166$12,865 06/30/2019
Nadler Financial Group Inc.226,578$12,854 09/30/2019
     SCHV226,578$12,854 09/30/2019
HBK Sorce Advisory LLC225,681$12,670 06/30/2019
     SCHV225,681$12,670 06/30/2019
Summit Wealth & Retirement Planning Inc.223,662$12,556 06/30/2019
     SCHV223,662$12,556 06/30/2019
Sage Financial Group Inc.214,543$12,044 06/30/2019
     SCHV214,543$12,044 06/30/2019
Rainey & Randall Investment Management Inc.210,683$11,952 09/30/2019
     SCHV210,683$11,952 09/30/2019
GHP Investment Advisors Inc.210,873$11,838 06/30/2019
     SCHV210,873$11,838 06/30/2019
One Capital Management LLC204,350$11,472 06/30/2019
     SCHV204,350$11,472 06/30/2019
Gladstone Institutional Advisory LLC199,971$11,226 06/30/2019
     SCHV199,971$11,226 06/30/2019
Harborview Advisors LLC198,793$11,160 06/30/2019
     SCHV198,793$11,160 06/30/2019
Cambridge Investment Research Advisors Inc.198,310$11,133 06/30/2019
     SCHV198,310$11,133 06/30/2019
Vista Private Wealth Partners. LLC195,816$11,056 09/30/2019
     SCHV195,816$11,056 09/30/2019
Appleton Group LLC184,856$10,487 09/30/2019
     SCHV184,856$10,487 09/30/2019
Colton Groome Financial Advisors LLC183,906$10,324 06/30/2019
     SCHV183,906$10,324 06/30/2019
Eagle Capital Management LLC179,425$10,179 09/30/2019
     SCHV179,425$10,179 09/30/2019
Almanack Investment Partners LLC.177,094$10,013 06/30/2019
     SCHV177,094$10,013 06/30/2019
Altfest L J & Co. Inc.164,845$9,352 09/30/2019
     SCHV164,845$9,352 09/30/2019
MML Investors Services LLC165,053$9,266 06/30/2019
     SCHV165,053$9,266 06/30/2019
Financial Advisory Service Inc.164,411$9,230 06/30/2019
     SCHV164,411$9,230 06/30/2019
Morgan Stanley161,681$9,077 06/30/2019
     SCHV161,681$9,077 06/30/2019
Total Wealth Planning LLC158,349$8,890 06/30/2019
     SCHV158,349$8,890 06/30/2019
Strategic Wealth Advisors Group LLC157,457$8,851 06/30/2019
     SCHV157,457$8,851 06/30/2019
Opes Wealth Management LLC156,312$8,775 06/30/2019
     SCHV156,312$8,775 06/30/2019
Cetera Advisor Networks LLC154,396$8,674 06/30/2019
     SCHV154,396$8,674 06/30/2019
Stratos Wealth Advisors LLC152,327$8,552 06/30/2019
     SCHV152,327$8,552 06/30/2019
Jane Street Group LLC151,654$8,514 06/30/2019
     SCHV151,654$8,514 06/30/2019
Genovese Burford & Brothers Wealth & Retirement Plan Management LLC149,260$8,379 06/30/2019
     SCHV149,260$8,379 06/30/2019
Newman Dignan & Sheerar Inc.144,368$8,105 06/30/2019
     SCHV144,368$8,105 06/30/2019
Moisand Fitzgerald Tamayo LLC142,772$8,015 06/30/2019
     SCHV142,772$8,015 06/30/2019
HighTower Advisors LLC138,357$7,766 06/30/2019
     SCHV138,357$7,766 06/30/2019
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
Commonwealth Equity Services LLC133,883$7,516 06/30/2019
     SCHV133,883$7,516 06/30/2019
Advisory Alpha LLC126,519$7,155 06/30/2019
     SCHV126,519$7,155 06/30/2019
Colony Group LLC123,190$6,916 06/30/2019
     SCHV123,190$6,916 06/30/2019
ProVise Management Group LLC121,736$6,834 06/30/2019
     SCHV121,736$6,834 06/30/2019
First Allied Advisory Services Inc.118,935$6,677 06/30/2019
     SCHV118,935$6,677 06/30/2019
JBJ Investment Partners LLC117,662$6,675 09/30/2019
     SCHV117,662$6,675 09/30/2019
Sequoia Financial Advisors LLC112,941$6,340 06/30/2019
     SCHV112,941$6,340 06/30/2019
Guidant Wealth Advisors106,093$6,019 09/30/2019
     SCHV106,093$6,019 09/30/2019
RKL Wealth Management LLC106,322$5,970 06/30/2019
     SCHV106,322$5,970 06/30/2019
Allen Capital Group LLC106,266$5,966 06/30/2019
     SCHV106,266$5,966 06/30/2019
Columbus Macro LLC104,066$5,842 06/30/2019
     SCHV104,066$5,842 06/30/2019
Pacific Edge Advisors LLC102,450$5,812 09/30/2019
     SCHV102,450$5,812 09/30/2019
Greenwood Gearhart Inc.100,611$5,648 06/30/2019
     SCHV100,611$5,648 06/30/2019
Level Four Advisory Services LLC90,162$5,074 06/30/2019
     SCHV90,162$5,074 06/30/2019
Brio Consultants LLC88,042$4,995 09/30/2019
     SCHV88,042$4,995 09/30/2019
Garde Capital Inc.88,896$4,991 06/30/2019
     SCHV88,896$4,991 06/30/2019
Pinkerton Retirement Specialists LLC88,644$4,976 06/30/2019
     SCHV88,644$4,976 06/30/2019
Moneta Group Investment Advisors LLC79,818$4,481 06/30/2019
     SCHV79,818$4,481 06/30/2019
Personal Resources Investment & Strategic Management Inc.78,707$4,419 06/30/2019
     SCHV78,707$4,419 06/30/2019
Royal Bank of Canada77,902$4,373 06/30/2019
     SCHV77,902$4,373 06/30/2019
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
Cetera Investment Advisers76,753$4,306 06/30/2019
     SCHV76,753$4,306 06/30/2019
North Star Asset Management Inc.76,616$4,301 06/30/2019
     SCHV76,616$4,301 06/30/2019
Riversedge Advisors LLC77,088$4,160 06/30/2019
     SCHV77,088$4,160 06/30/2019
Reilly Financial Advisors LLC71,200$4,039 09/30/2019
     SCHV71,200$4,039 09/30/2019
Condor Capital Management71,756$4,028 06/30/2019
     SCHV71,756$4,028 06/30/2019
Starfire Investment Advisers Inc.70,360$3,991 09/30/2019
     SCHV70,360$3,991 09/30/2019
SeaCrest Wealth Management LLC67,153$3,810 09/30/2019
     SCHV67,153$3,810 09/30/2019
Private Vista LLC67,250$3,773 06/30/2019
     SCHV67,250$3,773 06/30/2019
Mutual Advisors LLC65,825$3,695 06/30/2019
     SCHV65,825$3,695 06/30/2019
Edge Capital Group LLC65,303$3,666 06/30/2019
     SCHV65,303$3,666 06/30/2019
Ifrah Financial Services Inc.64,135$3,601 06/30/2019
     SCHV64,135$3,601 06/30/2019
CLS Investments LLC63,004$3,537 06/30/2019
     SCHV63,004$3,537 06/30/2019
Koshinski Asset Management Inc.61,017$3,426 06/30/2019
     SCHV61,017$3,426 06/30/2019
Courage Miller Partners LLC59,893$3,362 06/30/2019
     SCHV59,893$3,362 06/30/2019
Savant Capital LLC59,486$3,340 06/30/2019
     SCHV59,486$3,340 06/30/2019
AdvicePeriod LLC57,421$3,225 06/30/2019
     SCHV57,421$3,225 06/30/2019
Lcnb Corp57,363$3,220 06/30/2019
     SCHV57,363$3,220 06/30/2019
Berkshire Asset Management LLC PA55,340$3,139 09/30/2019
     SCHV55,340$3,139 09/30/2019
Mountain Capital Investment Advisors Inc54,293$3,004 06/30/2019
     SCHV54,293$3,004 06/30/2019
Blue Bell Private Wealth Management LLC52,621$2,954 06/30/2019
     SCHV52,621$2,954 06/30/2019
IMA Wealth Inc.48,712$2,735 06/30/2019
     SCHV48,712$2,735 06/30/2019
Private Capital Management LLC48,198$2,734 09/30/2019
     SCHV48,198$2,734 09/30/2019
Cahill Financial Advisors Inc.47,149$2,647 06/30/2019
     SCHV47,149$2,647 06/30/2019
Stearns Financial Services Group46,765$2,625 06/30/2019
     SCHV46,765$2,625 06/30/2019
Clark Capital Management Group Inc.46,127$2,590 06/30/2019
     SCHV46,127$2,590 06/30/2019
Domani Wealth LLC45,621$2,588 09/30/2019
     SCHV45,621$2,588 09/30/2019
Managed Account Services Inc.44,949$2,561 06/30/2019
     SCHV44,949$2,561 06/30/2019
Financial Architects Inc45,194$2,537 06/30/2019
     SCHV45,194$2,537 06/30/2019
Laurel Wealth Advisors Inc.44,066$2,474 06/30/2019
     SCHV44,066$2,474 06/30/2019
Stonebridge Capital Advisors LLC42,381$2,379 06/30/2019
     SCHV42,381$2,379 06/30/2019
SJA Financial Advisory LLC42,238$2,371 06/30/2019
     SCHV42,238$2,371 06/30/2019
Financial Advisors Network Inc.41,105$2,250 06/30/2019
     SCHV41,105$2,250 06/30/2019
Bernardo Wealth Planning LLC39,817$2,235 06/30/2019
     SCHV39,817$2,235 06/30/2019
Bartlett & Co. LLC37,891$2,127 06/30/2019
     SCHV37,891$2,127 06/30/2019
Advisor Group Inc.37,765$2,120 06/30/2019
     SCHV37,765$2,120 06/30/2019
Dynamic Advisor Solutions LLC37,725$2,118 06/30/2019
     SCHV37,725$2,118 06/30/2019
Focused Wealth Management Inc37,649$2,114 06/30/2019
     SCHV37,649$2,114 06/30/2019
GW Henssler & Associates Ltd.37,274$2,093 06/30/2019
     SCHV37,274$2,093 06/30/2019
Veritable L.P.36,893$2,071 06/30/2019
     SCHV36,893$2,071 06/30/2019
BBR Partners LLC36,530$2,051 06/30/2019
     SCHV36,530$2,051 06/30/2019
DDD Partners LLC34,443$1,934 06/30/2019
     SCHV34,443$1,934 06/30/2019
Premia Global Advisors LLC34,254$1,923 06/30/2019
     SCHV34,254$1,923 06/30/2019
EP Wealth Advisors LLC34,159$1,918 06/30/2019
     SCHV34,159$1,918 06/30/2019
Atria Investments LLC34,985$1,908 06/30/2019
     SCHV34,985$1,908 06/30/2019
Apriem Advisors33,805$1,898 06/30/2019
     SCHV33,805$1,898 06/30/2019
Blackhawk Capital Partners LLC.33,632$1,888 06/30/2019
     SCHV33,632$1,888 06/30/2019
Northwest Capital Management Inc33,296$1,869 06/30/2019
     SCHV33,296$1,869 06/30/2019
Prestige Wealth Management Group LLC32,982$1,852 06/30/2019
     SCHV32,982$1,852 06/30/2019
WESPAC Advisors LLC32,262$1,811 06/30/2019
     SCHV32,262$1,811 06/30/2019
Financial Advocates Investment Management31,910$1,791 06/30/2019
     SCHV31,910$1,791 06/30/2019
Elwood & Goetz Wealth Advisory Group LLC30,624$1,737 09/30/2019
     SCHV30,624$1,737 09/30/2019
Relaxing Retirement Coach30,781$1,729 06/30/2019
     SCHV30,781$1,729 06/30/2019
Wintrust Investments LLC30,529$1,714 06/30/2019
     SCHV30,529$1,714 06/30/2019
Black Diamond Financial LLC29,812$1,674 06/30/2019
     SCHV29,812$1,674 06/30/2019
AJ Wealth Strategies LLC29,727$1,669 06/30/2019
     SCHV29,727$1,669 06/30/2019
Capital Investment Advisory Services LLC29,126$1,652 09/30/2019
     SCHV29,126$1,652 09/30/2019
McMahon Financial Advisors LLC28,107$1,578 06/30/2019
     SCHV28,107$1,578 06/30/2019
Creative Planning26,452$1,485 06/30/2019
     SCHV26,452$1,485 06/30/2019
Ausdal Financial Partners Inc.25,727$1,474 06/30/2019
     SCHV25,727$1,474 06/30/2019
AE Wealth Management LLC25,738$1,445 06/30/2019
     SCHV25,738$1,445 06/30/2019
Frontier Wealth Management LLC25,701$1,443 06/30/2019
     SCHV25,701$1,443 06/30/2019
Clearwater Capital Advisors LLC25,410$1,427 06/30/2019
     SCHV25,410$1,427 06/30/2019
AdvisorNet Financial Inc25,090$1,409 06/30/2019
     SCHV25,090$1,409 06/30/2019
The Manufacturers Life Insurance Company 25,010$1,404 06/30/2019
     SCHV25,010$1,404 06/30/2019
Concorde Asset Management LLC24,634$1,394 06/30/2019
     SCHV24,634$1,394 06/30/2019
Taylor Cottrill Erickson & Associates Inc.24,503$1,376 06/30/2019
     SCHV24,503$1,376 06/30/2019
Providence Wealth Advisors LLC23,947$1,352 06/30/2019
     SCHV23,947$1,352 06/30/2019
Well Done LLC23,657$1,342 09/30/2019
     SCHV23,657$1,342 09/30/2019
Raymond James Financial Services Advisors Inc.23,493$1,319 06/30/2019
     SCHV23,493$1,319 06/30/2019
Asset Dedication LLC22,911$1,297 09/30/2019
     SCHV22,911$1,297 09/30/2019
Parkside Investments LLC22,930$1,287 06/30/2019
     SCHV22,930$1,287 06/30/2019
Financial Advisory Group22,689$1,282 06/30/2019
     SCHV22,689$1,282 06/30/2019
Total Investment Management Inc.22,793$1,250 06/30/2019
     SCHV22,793$1,250 06/30/2019
Blue Chip Wealth Management Inc.20,882$1,185 09/30/2019
     SCHV20,882$1,185 09/30/2019
Alpha Cubed Investments LLC20,694$1,174 09/30/2019
     SCHV20,694$1,174 09/30/2019
American Investment Services Inc.20,890$1,173 06/30/2019
     SCHV20,890$1,173 06/30/2019
Juncture Wealth Strategies LLC20,506$1,163 09/30/2019
     SCHV20,506$1,163 09/30/2019
Lakeview Capital Partners LLC20,694$1,162 06/30/2019
     SCHV20,694$1,162 06/30/2019
Jackson Hole Capital Partners LLC20,640$1,159 06/30/2019
     SCHV20,640$1,159 06/30/2019
Marquette Asset Management LLC20,590$1,156 06/30/2019
     SCHV20,590$1,156 06/30/2019
Sigma Planning Corp20,508$1,151 06/30/2019
     SCHV20,508$1,151 06/30/2019
Johnson Financial Group Inc.20,253$1,137 06/30/2019
     SCHV20,253$1,137 06/30/2019
Murphy Middleton Hinkle & Parker Inc.19,894$1,129 09/30/2019
     SCHV19,894$1,129 09/30/2019
Alpha Omega Wealth Management LLC20,098$1,128 06/30/2019
     SCHV20,098$1,128 06/30/2019
Bank of Montreal Can19,656$1,103 06/30/2019
     SCHV19,656$1,103 06/30/2019
Private Advisor Group LLC19,408$1,090 06/30/2019
     SCHV19,408$1,090 06/30/2019
Santori & Peters Inc.18,956$1,075 09/30/2019
     SCHV18,956$1,075 09/30/2019
Mengis Capital Management Inc.17,835$1,001 06/30/2019
     SCHV17,835$1,001 06/30/2019
Wealthsource Partners LLC17,794$999 06/30/2019
     SCHV17,794$999 06/30/2019
Jentner Corp17,595$988 06/30/2019
     SCHV17,595$988 06/30/2019
BB&T Securities LLC17,229$967 06/30/2019
     SCHV17,229$967 06/30/2019
Princeton Global Asset Management LLC17,068$958 06/30/2019
     SCHV17,068$958 06/30/2019
Patton Albertson Miller Group LLC16,928$937 06/30/2019
     SCHV16,928$937 06/30/2019
Duncker Streett & Co. Inc.16,562$930 06/30/2019
     SCHV16,562$930 06/30/2019
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
Cornerstone Wealth Management LLC15,475$871 06/30/2019
     SCHV15,475$871 06/30/2019
Carlson Capital Management15,446$867 06/30/2019
     SCHV15,446$867 06/30/2019
Cypress Capital Management LLC14,700$825 06/30/2019
     SCHV14,700$825 06/30/2019
Capital Wealth Planning LLC14,656$823 06/30/2019
     SCHV14,656$823 06/30/2019
Lantz Financial LLC14,629$803 09/30/2019
     SCHV14,629$803 09/30/2019
Gradient Capital Advisors LLC14,299$803 06/30/2019
     SCHV14,299$803 06/30/2019
Vanguard Capital Wealth Advisors14,096$799 09/30/2019
     SCHV14,096$799 09/30/2019
Buckingham Asset Management LLC13,989$785 06/30/2019
     SCHV13,989$785 06/30/2019
Boys Arnold & Co. Inc.13,728$771 06/30/2019
     SCHV13,728$771 06/30/2019
Valeo Financial Advisors LLC13,560$769 09/30/2019
     SCHV13,560$769 09/30/2019
Kalos Management Inc.13,545$765 06/30/2019
     SCHV13,545$765 06/30/2019
Northwestern Mutual Wealth Management Co.13,405$752 06/30/2019
     SCHV13,405$752 06/30/2019
Meritage Portfolio Management13,307$747 06/30/2019
     SCHV13,307$747 06/30/2019
Nwam LLC12,853$729 09/30/2019
     SCHV12,853$729 09/30/2019
361 Capital LLC12,732$715 06/30/2019
     SCHV12,732$715 06/30/2019
US Bancorp DE12,658$711 06/30/2019
     SCHV12,658$711 06/30/2019
Alesco Advisors LLC12,563$705 06/30/2019
     SCHV12,563$705 06/30/2019
FMR LLC12,423$697 06/30/2019
     SCHV12,423$697 06/30/2019
Fagan Associates Inc.12,411$697 06/30/2019
     SCHV12,411$697 06/30/2019
Milestone Group Inc.12,404$696 06/30/2019
     SCHV12,404$696 06/30/2019
Tower Research Capital LLC TRC 12,337$693 06/30/2019
     SCHV12,337$693 06/30/2019
MinichMacGregor Wealth Management LLC12,074$682 06/30/2019
     SCHV12,074$682 06/30/2019
Foothills Asset Management Ltd.11,905$675 09/30/2019
     SCHV11,905$675 09/30/2019
Baldrige Asset Management LLC12,011$674 06/30/2019
     SCHV12,011$674 06/30/2019
CIBC Private Wealth Group LLC11,823$671 09/30/2019
     SCHV11,823$671 09/30/2019
Texas Yale Capital Corp.11,840$665 06/30/2019
     SCHV11,840$665 06/30/2019
Whitener Capital Management Inc.11,740$659 06/30/2019
     SCHV11,740$659 06/30/2019
Van Hulzen Asset Management LLC11,581$650 06/30/2019
     SCHV11,581$650 06/30/2019
Atlas Capital Advisors LLC11,425$641 06/30/2019
     SCHV11,425$641 06/30/2019
Integrated Investment Consultants LLC11,415$641 06/30/2019
     SCHV11,415$641 06/30/2019
LeJeune Puetz Investment Counsel LLC11,365$638 06/30/2019
     SCHV11,365$638 06/30/2019
Newport Wealth Strategies Inc.10,958$622 09/30/2019
     SCHV10,958$622 09/30/2019
First Republic Investment Management Inc.11,072$622 06/30/2019
     SCHV11,072$622 06/30/2019
BHK Investment Advisors LLC10,878$611 06/30/2019
     SCHV10,878$611 06/30/2019
Trustcore Financial Services LLC10,840$609 06/30/2019
     SCHV10,840$609 06/30/2019
Brand Asset Management Group Inc.10,654$604 09/30/2019
     SCHV10,654$604 09/30/2019
Financial Advisors LLC10,468$588 06/30/2019
     SCHV10,468$588 06/30/2019
Cable Hill Partners LLC10,094$567 06/30/2019
     SCHV10,094$567 06/30/2019
Lowe Brockenbrough & Co. Inc.10,070$565 06/30/2019
     SCHV10,070$565 06/30/2019
Jacobsen Capital Management9,919$556 06/30/2019
     SCHV9,919$556 06/30/2019
CWM LLC9,781$549 06/30/2019
     SCHV9,781$549 06/30/2019
Aspiriant LLC9,450$530 06/30/2019
     SCHV9,450$530 06/30/2019
Advisory Services Network LLC9,284$521 06/30/2019
     SCHV9,284$521 06/30/2019
HHM Wealth Advisors LLC9,264$520 06/30/2019
     SCHV9,264$520 06/30/2019
NEXT Financial Group Inc8,958$508 09/30/2019
     SCHV8,958$508 09/30/2019
Zacks Investment Management8,971$504 06/30/2019
     SCHV8,971$504 06/30/2019
Goldman Sachs Group Inc.8,879$498 06/30/2019
     SCHV8,879$498 06/30/2019
Boyer & Corporon Wealth Management LLC8,818$495 06/30/2019
     SCHV8,818$495 06/30/2019
ACG Wealth8,809$495 06/30/2019
     SCHV8,809$495 06/30/2019
Beacon Pointe Wealth Advisors LLC8,644$485 06/30/2019
     SCHV8,644$485 06/30/2019
BCJ Capital Management LLC8,644$485 06/30/2019
     SCHV8,644$485 06/30/2019
Shine Investment Advisory Services Inc.8,526$479 06/30/2019
     SCHV8,526$479 06/30/2019
Tortoise Investment Management LLC8,500$477 06/30/2019
     SCHV8,500$477 06/30/2019
Alliance Wealth Management Group8,314$467 06/30/2019
     SCHV8,314$467 06/30/2019
Towercrest Capital Management8,314$466 06/30/2019
     SCHV8,314$466 06/30/2019
Susquehanna International Group LLP8,178$459 06/30/2019
     SCHV8,178$459 06/30/2019
Bronfman E.L. Rothschild L.P.8,093$454 06/30/2019
     SCHV8,093$454 06/30/2019
People s United Financial Inc.8,025$451 06/30/2019
     SCHV8,025$451 06/30/2019
Joseph P. Lucia & Associates LLC7,783$442 09/30/2019
     SCHV7,783$442 09/30/2019
SNS Financial Group LLC7,752$435 06/30/2019
     SCHV7,752$435 06/30/2019
Beacon Pointe Advisors LLC7,630$427 06/30/2019
     SCHV7,630$427 06/30/2019
Millennium Management LLC159,021$425 06/30/2019
     SCHV159,021$425 06/30/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC7,289$413 09/30/2019
     SCHV7,289$413 09/30/2019
Leavell Investment Management Inc.7,308$413 06/30/2019
     SCHV7,308$413 06/30/2019
Bigelow Investment Advisors LLC7,280$409 06/30/2019
     SCHV7,280$409 06/30/2019
Vista Capital Partners Inc.7,254$407 06/30/2019
     SCHV7,254$407 06/30/2019
Chesapeake Wealth Management7,090$398 06/30/2019
     SCHV7,090$398 06/30/2019
Sheaff Brock Investment Advisors LLC7,080$397 06/30/2019
     SCHV7,080$397 06/30/2019
Peapack Gladstone Financial Corp6,944$390 06/30/2019
     SCHV6,944$390 06/30/2019
Radnor Capital Management LLC6,520$370 09/30/2019
     SCHV6,520$370 09/30/2019
Mirador Capital Partners LP6,581$369 06/30/2019
     SCHV6,581$369 06/30/2019
ELM Advisors LLC6,410$364 09/30/2019
     SCHV6,410$364 09/30/2019
Massey Quick Simon & CO. LLC6,352$360 09/30/2019
     SCHV6,352$360 09/30/2019
Portfolio Solutions LLC6,378$358 06/30/2019
     SCHV6,378$358 06/30/2019
Dorsey & Whitney Trust CO LLC6,360$357 06/30/2019
     SCHV6,360$357 06/30/2019
Intl Fcstone Inc.6,106$345 06/30/2019
     SCHV6,106$345 06/30/2019
Bridges Investment Management Inc.6,055$340 06/30/2019
     SCHV6,055$340 06/30/2019
Stony Point Wealth Management Inc.5,899$335 09/30/2019
     SCHV5,899$335 09/30/2019
Fortis Advisors LLC5,954$334 06/30/2019
     SCHV5,954$334 06/30/2019
Stratos Wealth Partners LTD.5,855$329 06/30/2019
     SCHV5,855$329 06/30/2019
FinTrust Capital Advisors LLC5,786$325 06/30/2019
     SCHV5,786$325 06/30/2019
Bfsg LLC5,695$320 06/30/2019
     SCHV5,695$320 06/30/2019
Capital Directions Investment Advisors LLC5,682$319 06/30/2019
     SCHV5,682$319 06/30/2019
FormulaFolio Investments LLC5,671$318 06/30/2019
     SCHV5,671$318 06/30/2019
Heritage Trust Co5,667$318 06/30/2019
     SCHV5,667$318 06/30/2019
Regal Investment Advisors LLC5,603$315 06/30/2019
     SCHV5,603$315 06/30/2019
Wealthquest Corp5,546$314 09/30/2019
     SCHV5,546$314 09/30/2019
First Foundation Advisors5,598$314 06/30/2019
     SCHV5,598$314 06/30/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management5,533$311 06/30/2019
     SCHV5,533$311 06/30/2019
Westbourne Investment Advisors Inc.5,500$309 06/30/2019
     SCHV5,500$309 06/30/2019
Nations Financial Group Inc. IA ADV5,492$308 06/30/2019
     SCHV5,492$308 06/30/2019
Iron Financial LLC5,623$308 06/30/2019
     SCHV5,623$308 06/30/2019
Foster & Motley Inc.5,375$302 06/30/2019
     SCHV5,375$302 06/30/2019
Abacus Planning Group Inc.5,380$302 06/30/2019
     SCHV5,380$302 06/30/2019
Johnson Financial Group LLC5,333$299 06/30/2019
     SCHV5,333$299 06/30/2019
Intrust Bank NA5,317$298 06/30/2019
     SCHV5,317$298 06/30/2019
Renaissance Technologies LLC5,300$298 06/30/2019
     SCHV5,300$298 06/30/2019
Larson Financial Group LLC5,229$297 09/30/2019
     SCHV5,229$297 09/30/2019
Parallel Advisors LLC5,292$297 06/30/2019
     SCHV5,292$297 06/30/2019
Strategic Financial Group LLC5,241$294 06/30/2019
     SCHV5,241$294 06/30/2019
Pinnacle Family Advisors LLC5,092$286 06/30/2019
     SCHV5,092$286 06/30/2019
SOL Capital Management CO5,077$285 06/30/2019
     SCHV5,077$285 06/30/2019
Hoover Financial Advisors Inc.5,075$285 06/30/2019
     SCHV5,075$285 06/30/2019
Carnegie Capital Asset Management LLC5,066$284 06/30/2019
     SCHV5,066$284 06/30/2019
Budros Ruhlin & Roe Inc.4,995$280 06/30/2019
     SCHV4,995$280 06/30/2019
Gofen & Glossberg LLC IL4,912$279 09/30/2019
     SCHV4,912$279 09/30/2019
Clear Investment Research LLC4,888$277 09/30/2019
     SCHV4,888$277 09/30/2019
Roundview Capital LLC4,897$275 06/30/2019
     SCHV4,897$275 06/30/2019
MidWestOne Financial Group Inc.4,864$273 06/30/2019
     SCHV4,864$273 06/30/2019
Acorn Wealth Advisors LLC4,926$273 06/30/2019
     SCHV4,926$273 06/30/2019
Proequities Inc.4,818$272 06/30/2019
     SCHV4,818$272 06/30/2019
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
Wilbanks Smith & Thomas Asset Management LLC4,678$263 06/30/2019
     SCHV4,678$263 06/30/2019
Asset Planning Services Ltd.4,667$262 06/30/2019
     SCHV4,667$262 06/30/2019
Thompson Investment Management Inc.4,540$255 06/30/2019
     SCHV4,540$255 06/30/2019
Tiemann Investment Advisors LLC4,544$255 06/30/2019
     SCHV4,544$255 06/30/2019
Carret Asset Management LLC4,530$254 06/30/2019
     SCHV4,530$254 06/30/2019
Schneider Downs Wealth Management Advisors LP4,518$254 06/30/2019
     SCHV4,518$254 06/30/2019
Oarsman Capital Inc.4,178$235 06/30/2019
     SCHV4,178$235 06/30/2019
Fifth Third Bancorp4,128$232 06/30/2019
     SCHV4,128$232 06/30/2019
Csenge Advisory Group4,122$231 06/30/2019
     SCHV4,122$231 06/30/2019
Raymond James & Associates4,041$227 06/30/2019
     SCHV4,041$227 06/30/2019
Charles Schwab Investment Advisory Inc.3,966$223 06/30/2019
     SCHV3,966$223 06/30/2019
JOYN Advisors Inc.4,019$218 06/30/2019
     SCHV4,019$218 06/30/2019
Security National Bank of SO Dak3,796$213 06/30/2019
     SCHV3,796$213 06/30/2019
RBA Wealth Management LLC3,764$211 06/30/2019
     SCHV3,764$211 06/30/2019
Arbor Wealth Management LLC3,737$210 06/30/2019
     SCHV3,737$210 06/30/2019
Chicago Partners Investment Group LLC3,666$207 06/30/2019
     SCHV3,666$207 06/30/2019
Cedar Brook Financial Partners LLC3,683$207 06/30/2019
     SCHV3,683$207 06/30/2019
JFS Wealth Advisors LLC3,626$204 06/30/2019
     SCHV3,626$204 06/30/2019
PRW Wealth Management LLC3,616$203 06/30/2019
     SCHV3,616$203 06/30/2019
YorkBridge Wealth Partners LLC3,400$191 06/30/2019
     SCHV3,400$191 06/30/2019
Kavar Capital Partners LLC3,260$183 06/30/2019
     SCHV3,260$183 06/30/2019
Moneywise Inc.3,090$173 06/30/2019
     SCHV3,090$173 06/30/2019
Front Row Advisors LLC2,944$166 06/30/2019
     SCHV2,944$166 06/30/2019
Evensky & Katz LLC2,707$152 06/30/2019
     SCHV2,707$152 06/30/2019
Berman Capital Advisors LLC2,666$149 06/30/2019
     SCHV2,666$149 06/30/2019
Salem Investment Counselors Inc.2,605$146 06/30/2019
     SCHV2,605$146 06/30/2019
Ellis Investment Partners LLC2,333$130 09/30/2019
     SCHV2,333$130 09/30/2019
PNC Financial Services Group Inc.2,262$127 06/30/2019
     SCHV2,262$127 06/30/2019
Parkside Financial Bank & Trust2,168$122 06/30/2019
     SCHV2,168$122 06/30/2019
Kohmann Bosshard Financial Services LLC2,089$119 09/30/2019
     SCHV2,089$119 09/30/2019
Destination Wealth Management2,119$119 06/30/2019
     SCHV2,119$119 06/30/2019
Tradewinds Capital Management LLC2,023$115 09/30/2019
     SCHV2,023$115 09/30/2019
Rocky Mountain Advisers LLC2,027$114 06/30/2019
     SCHV2,027$114 06/30/2019
Edge Wealth Management LLC2,019$113 06/30/2019
     SCHV2,019$113 06/30/2019
Permanens Capital L.P.1,954$110 06/30/2019
     SCHV1,954$110 06/30/2019
Ironwood Financial llc1,906$107 06/30/2019
     SCHV1,906$107 06/30/2019
Signaturefd LLC1,654$94 09/30/2019
     SCHV1,654$94 09/30/2019
Mycio Wealth Partners LLC1,656$93 06/30/2019
     SCHV1,656$93 06/30/2019
Lenox Wealth Advisors LLC1,498$85 09/30/2019
     SCHV1,498$85 09/30/2019
Heritage Wealth Advisors1,383$78 06/30/2019
     SCHV1,383$78 06/30/2019
Meridian Wealth Management LLC1,377$77 06/30/2019
     SCHV1,377$77 06/30/2019
Investors Research Corp1,305$73 06/30/2019
     SCHV1,305$73 06/30/2019
Versant Capital Management Inc1,160$65 09/30/2019
     SCHV1,160$65 09/30/2019
Blume Capital Management Inc.1,100$62 06/30/2019
     SCHV1,100$62 06/30/2019
Truewealth LLC1,077$61 09/30/2019
     SCHV1,077$61 09/30/2019
FTB Advisors Inc.1,066$60 06/30/2019
     SCHV1,066$60 06/30/2019
Enterprise Financial Services Corp1,000$56 06/30/2019
     SCHV1,000$56 06/30/2019
Laurel Wealth Advisors LLC950$53 06/30/2019
     SCHV950$53 06/30/2019
Plante Moran Financial Advisors LLC921$52 06/30/2019
     SCHV921$52 06/30/2019
Citigroup Inc.815$46 06/30/2019
     SCHV815$46 06/30/2019
Arcus Capital Partners LLC823$46 06/30/2019
     SCHV823$46 06/30/2019
Pittenger & Anderson Inc.802$45 06/30/2019
     SCHV802$45 06/30/2019
Hanson & Doremus Investment Management773$44 09/30/2019
     SCHV773$44 09/30/2019
MRA Associates USA LLC777$44 06/30/2019
     SCHV777$44 06/30/2019
Lenox Wealth Management Inc.717$40 06/30/2019
     SCHV717$40 06/30/2019
Mark Sheptoff Financial Planning LLC682$38 06/30/2019
     SCHV682$38 06/30/2019
Steward Partners Investment Advisory LLC517$29 06/30/2019
     SCHV517$29 06/30/2019
Lehman & Derafelo Financial Resources LLC450$26 06/30/2019
     SCHV450$26 06/30/2019
Cascade Investment Advisors Inc.440$25 06/30/2019
     SCHV440$25 06/30/2019
Morgan Dempsey Capital Management LLC398$22 06/30/2019
     SCHV398$22 06/30/2019
JPMorgan Chase & Co.317$18 06/30/2019
     SCHV317$18 06/30/2019
FNY Investment Advisers LLC324$18 06/30/2019
     SCHV324$18 06/30/2019
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 06/30/2019
     SCHV235$13 06/30/2019
UBS Asset Management Americas Inc.220$12 06/30/2019
     SCHV220$12 06/30/2019
C M Bidwell & Associates Ltd.178$10 06/30/2019
     SCHV178$10 06/30/2019
Strategic Wealth Partners Ltd.163$9 06/30/2019
     SCHV163$9 06/30/2019
Valley National Advisers Inc.147$8 06/30/2019
     SCHV147$8 06/30/2019
Rockefeller Capital Management L.P.147$8 06/30/2019
     SCHV147$8 06/30/2019
Allworth Financial LP116$7 09/30/2019
     SCHV116$7 09/30/2019
Blair William & Co. IL119$7 06/30/2019
     SCHV119$7 06/30/2019
Armor Investment Advisors LLC124$7 06/30/2019
     SCHV124$7 06/30/2019
Deutsche Bank AG117$6 06/30/2019
     SCHV117$6 06/30/2019
McIlrath & Eck LLC112$6 06/30/2019
     SCHV112$6 06/30/2019
WealthStone Inc.92$5 06/30/2019
     SCHV92$5 06/30/2019
Liberty Wealth Management LLC96$5 06/30/2019
     SCHV96$5 06/30/2019
Doyle Wealth Management69$4 06/30/2019
     SCHV69$4 06/30/2019
Gradient Investments LLC53$3 09/30/2019
     SCHV53$3 09/30/2019
Legacy Bridge LLC50$3 09/30/2019
     SCHV50$3 09/30/2019
Wealthcare Advisory Partners LLC41$2 09/30/2019
     SCHV41$2 09/30/2019
Barnett & Company Inc.35$2 06/30/2019
     SCHV35$2 06/30/2019
Executive Wealth Management LLC32$2 06/30/2019
     SCHV32$2 06/30/2019
Sonora Investment Management LLC20$1 09/30/2019
     SCHV20$1 09/30/2019
NewSquare Capital LLC10$1 09/30/2019
     SCHV10$1 09/30/2019
Pathstone Family Office LLC19$1 06/30/2019
     SCHV19$1 06/30/2019
JNBA Financial Advisors19$1 06/30/2019
     SCHV19$1 06/30/2019
Elmwood Wealth Management Inc.22$1 06/30/2019
     SCHV22$1 06/30/2019
Next Capital Management LLC13$1 06/30/2019
     SCHV13$1 06/30/2019
Global Wealth Management Investment Advisory Inc.25$1 06/30/2019
     SCHV25$1 06/30/2019
Creative Financial Designs Inc. ADV1$0 06/30/2019
     SCHV1$0 06/30/2019
Delta Asset Management LLC TN1$0 06/30/2019
     SCHV1$0 06/30/2019
Parallax Volatility Advisers L.P.1$0 06/30/2019
     SCHV1$0 06/30/2019
Cutler Group LP $0 06/30/2019
     Call300$0 06/30/2019
Private Ocean LLC7$0 06/30/2019
     SCHV7$0 06/30/2019

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

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