HoldingsChannel.com
Funds Holding SCHZ

On this page, we present all of the funds holding SCHZ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SCHZ, with a link to that fund's top holdings. The next columns indicate the amount of SCHZ stock held by each of the funds holding SCHZ, followed by the SCHZ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 515 funds holding SCHZ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Charles Schwab Investment Management Inc.. For more details on the positions held by Charles Schwab Investment Management Inc. (or by any of the other funds holding SCHZ), click the fund name in the "Holder" column of the funds-holding-SCHZ table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Management Inc.18,640,310$892,312 06/30/2022
     SCHZ18,640,310$892,312 06/30/2022
Wealth Enhancement Advisory Services LLC6,321,254$301,097 06/30/2022
     SCHZ6,321,254$301,097 06/30/2022
Ameriprise Financial Inc.4,080,682$195,451 06/30/2022
     SCHZ4,080,682$195,451 06/30/2022
Resources Investment Advisors LLC.3,651,962$174,819 06/30/2022
     SCHZ3,651,962$174,819 06/30/2022
Envestnet Asset Management Inc.2,555,065$122,311 06/30/2022
     SCHZ2,555,065$122,311 06/30/2022
Milliman Financial Risk Management LLC2,420,294$115,859 06/30/2022
     SCHZ2,420,294$115,859 06/30/2022
Financial Engines Advisors L.L.C.2,315,748$110,854 06/30/2022
     SCHZ2,315,748$110,854 06/30/2022
Honkamp Krueger Financial Services Inc.1,773,112$84,879 06/30/2022
     SCHZ1,773,112$84,879 06/30/2022
Hengehold Capital Management LLC1,546,979$74,054 06/30/2022
     SCHZ1,546,979$74,054 06/30/2022
McAdam LLC1,421,759$68,060 06/30/2022
     SCHZ1,421,759$68,060 06/30/2022
Jane Street Group LLC1,380,205$66,070 06/30/2022
     SCHZ1,380,205$66,070 06/30/2022
Destination Wealth Management1,205,280$57,697 06/30/2022
     SCHZ1,205,280$57,697 06/30/2022
Mercer Global Advisors Inc. ADV998,852$47,815 06/30/2022
     SCHZ998,852$47,815 06/30/2022
HighTower Advisors LLC995,953$47,655 06/30/2022
     SCHZ995,953$47,655 06/30/2022
Krilogy Financial LLC896,983$42,939 06/30/2022
     SCHZ896,983$42,939 06/30/2022
United Capital Financial Advisers LLC834,830$39,963 06/30/2022
     SCHZ834,830$39,963 06/30/2022
BlueSky Wealth Advisors LLC819,742$39,241 06/30/2022
     SCHZ819,742$39,241 06/30/2022
Sequoia Financial Advisors LLC811,581$38,850 06/30/2022
     SCHZ811,581$38,850 06/30/2022
Creative Planning725,666$34,738 06/30/2022
     SCHZ725,666$34,738 06/30/2022
Bank of America Corp DE651,604$31,193 06/30/2022
     SCHZ651,604$31,193 06/30/2022
Apriem Advisors630,132$30,164 06/30/2022
     SCHZ630,132$30,164 06/30/2022
Total Wealth Planning LLC622,088$29,779 06/30/2022
     SCHZ622,088$29,779 06/30/2022
Alliance Wealth Management Group556,852$26,657 06/30/2022
     SCHZ556,852$26,657 06/30/2022
Towercrest Capital Management556,852$26,657 06/30/2022
     SCHZ556,852$26,657 06/30/2022
Cliftonlarsonallen Wealth Advisors LLC513,294$24,571 06/30/2022
     SCHZ513,294$24,571 06/30/2022
Mariner LLC491,664$23,536 06/30/2022
     SCHZ491,664$23,536 06/30/2022
Horst & Graben Wealth Management LLC479,362$22,947 06/30/2022
     SCHZ479,362$22,947 06/30/2022
Theory Financial LLC455,707$22,002 06/30/2022
     SCHZ455,707$22,002 06/30/2022
Kohmann Bosshard Financial Services LLC410,166$19,635 06/30/2022
     SCHZ410,166$19,635 06/30/2022
Advisor OS LLC398,276$19,065 06/30/2022
     SCHZ398,276$19,065 06/30/2022
Souders Financial Advisors387,333$18,542 06/30/2022
     SCHZ387,333$18,542 06/30/2022
Connectus Wealth LLC387,099$18,530 06/30/2022
     SCHZ387,099$18,530 06/30/2022
Ancora Advisors LLC380,405$18,210 06/30/2022
     SCHZ380,405$18,210 06/30/2022
Citadel Advisors LLC376,158$18,007 06/30/2022
     SCHZ376,158$18,007 06/30/2022
Mokosak Advisory Group LLC375,030$17,956 06/30/2022
     SCHZ375,030$17,956 06/30/2022
Advisor Group Holdings Inc.349,418$16,755 06/30/2022
     SCHZ349,418$16,755 06/30/2022
JMG Financial Group Ltd.345,972$16,562 06/30/2022
     SCHZ345,972$16,562 06/30/2022
FLC Capital Advisors331,697$15,878 06/30/2022
     SCHZ331,697$15,878 06/30/2022
New York Life Investment Management LLC291,770$13,967 06/30/2022
     SCHZ291,770$13,967 06/30/2022
Leavell Investment Management Inc.291,067$13,933 06/30/2022
     SCHZ291,067$13,933 06/30/2022
Cambridge Investment Research Advisors Inc.283,587$13,575 06/30/2022
     SCHZ283,587$13,575 06/30/2022
OLD Mission Capital LLC264,543$12,664 06/30/2022
     SCHZ264,543$12,664 06/30/2022
Tcwp LLC262,633$12,572 06/30/2022
     SCHZ262,633$12,572 06/30/2022
CFS Investment Advisory Services LLC259,197$12,408 06/30/2022
     SCHZ259,197$12,408 06/30/2022
Tenret Co LLC256,907$12,298 06/30/2022
     SCHZ256,907$12,298 06/30/2022
American Trust579,444$12,220 06/30/2022
     SCHZ579,444$12,220 06/30/2022
Austin Private Wealth LLC247,328$11,840 06/30/2022
     SCHZ247,328$11,840 06/30/2022
MorganRosel Wealth Management LLC237,917$11,389 06/30/2022
     SCHZ237,917$11,389 06/30/2022
Patriot Investment Management Inc.229,473$10,984 06/30/2022
     SCHZ229,473$10,984 06/30/2022
One Wealth Advisors LLC226,513$10,843 06/30/2022
     SCHZ226,513$10,843 06/30/2022
Bfsg LLC224,907$10,766 06/30/2022
     SCHZ224,907$10,766 06/30/2022
Moneta Group Investment Advisors LLC223,271$10,688 06/30/2022
     SCHZ223,271$10,688 06/30/2022
Beacon Pointe Advisors LLC219,481$10,505 06/30/2022
     SCHZ219,481$10,505 06/30/2022
LPL Financial LLC205,592$9,842 06/30/2022
     SCHZ205,592$9,842 06/30/2022
Mutual Advisors LLC202,977$9,716 06/30/2022
     SCHZ202,977$9,716 06/30/2022
Mission Creek Capital Partners Inc.188,605$9,029 06/30/2022
     SCHZ188,605$9,029 06/30/2022
Procyon Private Wealth Partners LLC185,508$8,880 06/30/2022
     SCHZ185,508$8,880 06/30/2022
West Wealth Group LLC182,741$8,747 06/30/2022
     SCHZ182,741$8,747 06/30/2022
OTA Financial Group L.P.181,930$8,708 06/30/2022
     SCHZ181,930$8,708 06/30/2022
Adamsbrown Wealth Consultants LLC175,704$8,411 06/30/2022
     SCHZ175,704$8,411 06/30/2022
Client 1ST Advisory Group LLC174,619$8,359 06/30/2022
     SCHZ174,619$8,359 06/30/2022
Bond & Devick Financial Network Inc.170,879$8,180 06/30/2022
     SCHZ170,879$8,180 06/30/2022
Financial Advisory Service Inc.169,573$8,117 06/30/2022
     SCHZ169,573$8,117 06/30/2022
Atria Wealth Solutions Inc.160,834$7,700 06/30/2022
     SCHZ160,834$7,700 06/30/2022
ProVise Management Group LLC153,993$7,372 06/30/2022
     SCHZ153,993$7,372 06/30/2022
Northwest Investment Counselors LLC150,141$7,187 06/30/2022
     SCHZ150,141$7,187 06/30/2022
Marotta Asset Management142,393$6,858 06/30/2022
     SCHZ142,393$6,858 06/30/2022
Clearview Wealth Advisors LLC136,142$6,517 06/30/2022
     SCHZ136,142$6,517 06/30/2022
Clay Northam Wealth Management LLC132,587$6,347 06/30/2022
     SCHZ132,587$6,347 06/30/2022
Friedenthal Financial132,455$6,341 06/30/2022
     SCHZ132,455$6,341 06/30/2022
LVW Advisors LLC131,303$6,285 06/30/2022
     SCHZ131,303$6,285 06/30/2022
Morgan Stanley130,515$6,248 06/30/2022
     SCHZ130,515$6,248 06/30/2022
AE Wealth Management LLC130,016$6,224 06/30/2022
     SCHZ130,016$6,224 06/30/2022
Commonwealth Equity Services LLC125,640$6,014 06/30/2022
     SCHZ125,640$6,014 06/30/2022
Revolve Wealth Partners LLC125,151$5,991 06/30/2022
     SCHZ125,151$5,991 06/30/2022
Wakefield Asset Management LLLP123,524$5,913 06/30/2022
     SCHZ123,524$5,913 06/30/2022
Guggenheim Capital LLC121,882$5,834 06/30/2022
     SCHZ121,882$5,834 06/30/2022
UBS Group AG121,141$5,799 06/30/2022
     SCHZ121,141$5,799 06/30/2022
SigFig Wealth Management LLC125,620$5,775 06/30/2022
     SCHZ125,620$5,775 06/30/2022
TNF LLC115,410$5,615 06/30/2022
     SCHZ115,410$5,615 06/30/2022
Modus Advisors LLC116,683$5,586 06/30/2022
     SCHZ116,683$5,586 06/30/2022
Roundview Capital LLC113,883$5,452 06/30/2022
     SCHZ113,883$5,452 06/30/2022
Cooper Haims Advisors LLC112,985$5,409 06/30/2022
     SCHZ112,985$5,409 06/30/2022
Bangor Savings Bank110,176$5,274 06/30/2022
     SCHZ110,176$5,274 06/30/2022
Summit Financial Strategies Inc.107,713$5,156 06/30/2022
     SCHZ107,713$5,156 06/30/2022
Security Financial Services INC.106,140$5,081 06/30/2022
     SCHZ106,140$5,081 06/30/2022
ETF Store Inc.105,117$5,058 06/30/2022
     SCHZ105,117$5,058 06/30/2022
Portfolio Solutions LLC105,079$5,030 06/30/2022
     SCHZ105,079$5,030 06/30/2022
Captrust Financial Advisors103,656$4,962 06/30/2022
     SCHZ103,656$4,962 06/30/2022
Spectrum Planning & Advisory Services Inc.101,638$4,865 06/30/2022
     SCHZ101,638$4,865 06/30/2022
Reston Wealth Management LLC100,050$4,789 06/30/2022
     SCHZ100,050$4,789 06/30/2022
BlackRock Inc.99,924$4,783 06/30/2022
     SCHZ99,924$4,783 06/30/2022
Bartlett & Co. LLC96,161$4,603 06/30/2022
     SCHZ96,161$4,603 06/30/2022
Bigelow Investment Advisors LLC96,020$4,596 06/30/2022
     SCHZ96,020$4,596 06/30/2022
Pensionmark Financial Group LLC93,882$4,591 06/30/2022
     SCHZ93,882$4,591 06/30/2022
SNS Financial Group LLC95,327$4,563 06/30/2022
     SCHZ95,327$4,563 06/30/2022
Empirical Financial Services LLC d.b.a. Empirical Wealth Management92,379$4,422 06/30/2022
     SCHZ92,379$4,422 06/30/2022
Stratos Wealth Advisors LLC92,115$4,410 06/30/2022
     SCHZ92,115$4,410 06/30/2022
VERITY Wealth Advisors91,817$4,395 06/30/2022
     SCHZ91,817$4,395 06/30/2022
Global Retirement Partners LLC90,238$4,320 06/30/2022
     SCHZ90,238$4,320 06/30/2022
Cobblestone Capital Advisors LLC NY89,663$4,292 06/30/2022
     SCHZ89,663$4,292 06/30/2022
Northwestern Mutual Wealth Management Co.88,294$4,227 06/30/2022
     SCHZ88,294$4,227 06/30/2022
Gemmer Asset Management LLC88,255$4,225 06/30/2022
     SCHZ88,255$4,225 06/30/2022
Facet Wealth Inc.85,619$4,099 06/30/2022
     SCHZ85,619$4,099 06/30/2022
Benedetti & Gucer Inc.83,844$4,017 06/30/2022
     SCHZ83,844$4,017 06/30/2022
Chesapeake Wealth Management83,867$4,015 06/30/2022
     SCHZ83,867$4,015 06/30/2022
IFP Advisors Inc75,723$3,838 06/30/2022
     SCHZ75,723$3,838 06/30/2022
Sontag Advisory LLC79,355$3,799 06/30/2022
     SCHZ79,355$3,799 06/30/2022
D. B. Root & Company LLC77,435$3,706 06/30/2022
     SCHZ77,435$3,706 06/30/2022
Warren Averett Asset Management LLC76,209$3,648 06/30/2022
     SCHZ76,209$3,648 06/30/2022
RKL Wealth Management LLC75,878$3,632 06/30/2022
     SCHZ75,878$3,632 06/30/2022
Peak Financial Management Inc.74,275$3,556 06/30/2022
     SCHZ74,275$3,556 06/30/2022
Legacy Wealth Management Inc74,231$3,553 06/30/2022
     SCHZ74,231$3,553 06/30/2022
Sargent Bickham Lagudis LLC73,824$3,534 06/30/2022
     SCHZ73,824$3,534 06/30/2022
Sensible Financial Planning & Management LLC.73,544$3,521 06/30/2022
     SCHZ73,544$3,521 06/30/2022
Phillips Financial Management LLC72,611$3,476 06/30/2022
     SCHZ72,611$3,476 06/30/2022
Nelson Van Denburg & Campbell Wealth Management Group LLC72,480$3,469 06/30/2022
     SCHZ72,480$3,469 06/30/2022
Strategic Blueprint LLC71,828$3,438 06/30/2022
     SCHZ71,828$3,438 06/30/2022
JJJ Advisors Inc.69,937$3,430 06/30/2022
     SCHZ69,937$3,430 06/30/2022
Graves Light Private Wealth Management Inc.70,690$3,384 06/30/2022
     SCHZ70,690$3,384 06/30/2022
Curbstone Financial Management Corp70,450$3,372 06/30/2022
     SCHZ70,450$3,372 06/30/2022
Cedar Brook Financial Partners LLC70,450$3,372 06/30/2022
     SCHZ70,450$3,372 06/30/2022
Integrated Wealth Concepts LLC70,101$3,356 06/30/2022
     SCHZ70,101$3,356 06/30/2022
Harbour Investments Inc.69,665$3,335 06/30/2022
     SCHZ69,665$3,335 06/30/2022
Zhang Financial LLC69,068$3,306 06/30/2022
     SCHZ69,068$3,306 06/30/2022
Monticello Wealth Management LLC68,961$3,302 06/30/2022
     SCHZ68,961$3,302 06/30/2022
AJ Wealth Strategies LLC67,386$3,226 06/30/2022
     SCHZ67,386$3,226 06/30/2022
Raymond James Financial Services Advisors Inc.67,270$3,220 06/30/2022
     SCHZ67,270$3,220 06/30/2022
Retirement Planning Group66,704$3,193 06/30/2022
     SCHZ66,704$3,193 06/30/2022
Integrity Advisory LLC66,372$3,177 06/30/2022
     SCHZ66,372$3,177 06/30/2022
NYL Investors LLC65,300$3,126 06/30/2022
     SCHZ65,300$3,126 06/30/2022
Courage Miller Partners LLC63,933$3,060 06/30/2022
     SCHZ63,933$3,060 06/30/2022
Oak Asset Management LLC63,933$3,060 06/30/2022
     SCHZ63,933$3,060 06/30/2022
Creative Financial Designs Inc. ADV60,884$2,915 06/30/2022
     SCHZ60,884$2,915 06/30/2022
Barden Capital Management Inc.60,060$2,875 06/30/2022
     SCHZ60,060$2,875 06/30/2022
Omega Financial Group LLC59,661$2,856 06/30/2022
     SCHZ59,661$2,856 06/30/2022
STA Wealth Management LLC59,175$2,833 06/30/2022
     SCHZ59,175$2,833 06/30/2022
Fifth Third Securities Inc.59,095$2,829 06/30/2022
     SCHZ59,095$2,829 06/30/2022
SeaCrest Wealth Management LLC58,852$2,817 06/30/2022
     SCHZ58,852$2,817 06/30/2022
Blue Barn Wealth LLC58,235$2,788 06/30/2022
     SCHZ58,235$2,788 06/30/2022
AdvisorNet Financial Inc60,095$2,723 09/30/2022
     SCHZ60,095$2,723 09/30/2022
Ledge Wealth Management Inc.56,437$2,702 06/30/2022
     SCHZ56,437$2,702 06/30/2022
Callan Capital LLC55,552$2,659 06/30/2022
     SCHZ55,552$2,659 06/30/2022
Retirement Group LLC53,808$2,576 06/30/2022
     SCHZ53,808$2,576 06/30/2022
Renaissance Technologies LLC53,100$2,542 06/30/2022
     SCHZ53,100$2,542 06/30/2022
52,391$2,508 06/30/2022
     SCHZ52,391$2,508 06/30/2022
Appleton Group LLC49,851$2,386 06/30/2022
     SCHZ49,851$2,386 06/30/2022
Alesco Advisors LLC49,446$2,367 06/30/2022
     SCHZ49,446$2,367 06/30/2022
Patriot Financial Group Insurance Agency LLC49,368$2,363 06/30/2022
     SCHZ49,368$2,363 06/30/2022
FIDELIS iM LLC47,270$2,263 06/30/2022
     SCHZ47,270$2,263 06/30/2022
Guardian Financial Partners LLC46,365$2,220 06/30/2022
     SCHZ46,365$2,220 06/30/2022
Evensky & Katz LLC45,978$2,201 06/30/2022
     SCHZ45,978$2,201 06/30/2022
Susquehanna International Group LLP45,547$2,180 06/30/2022
     SCHZ45,547$2,180 06/30/2022
Newman Dignan & Sheerar Inc.45,522$2,179 06/30/2022
     SCHZ45,522$2,179 06/30/2022
NBT Bank N A NY43,178$2,066 06/30/2022
     SCHZ43,178$2,066 06/30/2022
Advisory Services & Investments LLC43,128$2,065 06/30/2022
     SCHZ43,128$2,065 06/30/2022
C M Bidwell & Associates Ltd.42,956$2,056 06/30/2022
     SCHZ42,956$2,056 06/30/2022
Savant Capital LLC42,535$2,036 06/30/2022
     SCHZ42,535$2,036 06/30/2022
HC Advisors LLC42,266$2,023 06/30/2022
     SCHZ42,266$2,023 06/30/2022
Curtis Advisory Group LLC42,156$2,018 06/30/2022
     SCHZ42,156$2,018 06/30/2022
Cypress Wealth Services LLC42,159$2,018 06/30/2022
     SCHZ42,159$2,018 06/30/2022
Jones Financial Companies Lllp41,986$2,008 06/30/2022
     SCHZ41,986$2,008 06/30/2022
HBK Sorce Advisory LLC41,153$1,970 06/30/2022
     SCHZ41,153$1,970 06/30/2022
RHS Financial LLC41,132$1,969 06/30/2022
     SCHZ41,132$1,969 06/30/2022
Bogart Wealth LLC40,681$1,947 06/30/2022
     SCHZ40,681$1,947 06/30/2022
Laidlaw Wealth Management LLC40,577$1,942 06/30/2022
     SCHZ40,577$1,942 06/30/2022
Sage Financial Management Group Inc.40,296$1,929 06/30/2022
     SCHZ40,296$1,929 06/30/2022
Mayflower Financial Advisors LLC39,980$1,914 06/30/2022
     SCHZ39,980$1,914 06/30/2022
Valicenti Advisory Services Inc.39,336$1,883 06/30/2022
     SCHZ39,336$1,883 06/30/2022
Freestone Capital Holdings LLC38,815$1,858 06/30/2022
     SCHZ38,815$1,858 06/30/2022
Baird Financial Group Inc.38,417$1,839 06/30/2022
     SCHZ38,417$1,839 06/30/2022
APCM Wealth Management for Individuals38,388$1,838 06/30/2022
     SCHZ38,388$1,838 06/30/2022
Firethorn Wealth Partners LLC37,167$1,825 06/30/2022
     SCHZ37,167$1,825 06/30/2022
Centaurus Financial Inc.37,051$1,774 06/30/2022
     SCHZ37,051$1,774 06/30/2022
BerganKDV Wealth Management LLC37,009$1,772 06/30/2022
     SCHZ37,009$1,772 06/30/2022
Exchange Capital Management Inc.36,602$1,752 06/30/2022
     SCHZ36,602$1,752 06/30/2022
Strategic Capital Advisers Inc.36,214$1,734 06/30/2022
     SCHZ36,214$1,734 06/30/2022
Avion Wealth36,220$1,734 06/30/2022
     SCHZ36,220$1,734 06/30/2022
Valley Forge Investment Consultants Inc. ADV35,705$1,709 06/30/2022
     SCHZ35,705$1,709 06/30/2022
Change Path LLC35,571$1,703 06/30/2022
     SCHZ35,571$1,703 06/30/2022
Belpointe Asset Management LLC35,237$1,687 06/30/2022
     SCHZ35,237$1,687 06/30/2022
EP Wealth Advisors LLC35,134$1,682 06/30/2022
     SCHZ35,134$1,682 06/30/2022
SevenOneSeven Capital Management34,896$1,670 06/30/2022
     SCHZ34,896$1,670 06/30/2022
Cerity Partners LLC34,865$1,669 06/30/2022
     SCHZ34,865$1,669 06/30/2022
Truist Financial Corp34,605$1,657 06/30/2022
     SCHZ34,605$1,657 06/30/2022
Kaizen Financial Strategies34,220$1,638 06/30/2022
     SCHZ34,220$1,638 06/30/2022
Perigon Wealth Management LLC34,105$1,633 06/30/2022
     SCHZ34,105$1,633 06/30/2022
True North Advisors LLC33,756$1,615 06/30/2022
     SCHZ33,756$1,615 06/30/2022
National Asset Management Inc.33,115$1,586 06/30/2022
     SCHZ33,115$1,586 06/30/2022
Koshinski Asset Management Inc.32,541$1,558 06/30/2022
     SCHZ32,541$1,558 06/30/2022
Twele Capital Management Inc.32,455$1,554 06/30/2022
     SCHZ32,455$1,554 06/30/2022
Vista Wealth Management Group LLC32,004$1,540 06/30/2022
     SCHZ32,004$1,540 06/30/2022
Maripau Wealth Management LLC31,150$1,529 06/30/2022
     SCHZ31,150$1,529 06/30/2022
Gradient Capital Advisors LLC31,389$1,503 06/30/2022
     SCHZ31,389$1,503 06/30/2022
Ballast Advisors LLC31,126$1,490 06/30/2022
     SCHZ31,126$1,490 06/30/2022
Marshall Financial Group Inc. ADV31,084$1,488 06/30/2022
     SCHZ31,084$1,488 06/30/2022
Orcam Financial Group30,101$1,441 06/30/2022
     SCHZ30,101$1,441 06/30/2022
Schneider Downs Wealth Management Advisors LP29,531$1,414 06/30/2022
     SCHZ29,531$1,414 06/30/2022
Smith & Howard Wealth Management LLC29,375$1,406 06/30/2022
     SCHZ29,375$1,406 06/30/2022
Teamwork Financial Advisors LLC28,050$1,343 06/30/2022
     SCHZ28,050$1,343 06/30/2022
Manchester Financial Inc.27,347$1,309 06/30/2022
     SCHZ27,347$1,309 06/30/2022
Cetera Investment Advisers27,156$1,300 06/30/2022
     SCHZ27,156$1,300 06/30/2022
Opes Wealth Management LLC27,058$1,295 06/30/2022
     SCHZ27,058$1,295 06/30/2022
Lederer & Associates Investment Counsel CA26,943$1,290 06/30/2022
     SCHZ26,943$1,290 06/30/2022
U.S. Capital Wealth Advisors LLC26,933$1,289 06/30/2022
     SCHZ26,933$1,289 06/30/2022
Lincoln National Corp26,859$1,286 06/30/2022
     SCHZ26,859$1,286 06/30/2022
Baldrige Asset Management LLC25,679$1,229 06/30/2022
     SCHZ25,679$1,229 06/30/2022
KCS Wealth Advisory25,501$1,221 06/30/2022
     SCHZ25,501$1,221 06/30/2022
WealthShield Partners LLC25,413$1,217 06/30/2022
     SCHZ25,413$1,217 06/30/2022
Abbrea Capital LLC24,905$1,192 06/30/2022
     SCHZ24,905$1,192 06/30/2022
Western Financial Corporation24,242$1,160 06/30/2022
     SCHZ24,242$1,160 06/30/2022
Cetera Advisors LLC23,877$1,143 06/30/2022
     SCHZ23,877$1,143 06/30/2022
JFS Wealth Advisors LLC23,701$1,135 06/30/2022
     SCHZ23,701$1,135 06/30/2022
Kingsview Wealth Management LLC23,518$1,126 06/30/2022
     SCHZ23,518$1,126 06/30/2022
Stokes Family Office LLC23,419$1,121 06/30/2022
     SCHZ23,419$1,121 06/30/2022
Baker Tilly Financial LLC23,120$1,107 06/30/2022
     SCHZ23,120$1,107 06/30/2022
Sigma Planning Corp22,966$1,099 06/30/2022
     SCHZ22,966$1,099 06/30/2022
ACR Alpine Capital Research LLC22,872$1,095 06/30/2022
     SCHZ22,872$1,095 06/30/2022
GSB Wealth Management LLC22,771$1,090 06/30/2022
     SCHZ22,771$1,090 06/30/2022
Qube Research & Technologies Ltd22,441$1,074 06/30/2022
     SCHZ22,441$1,074 06/30/2022
Blossom Wealth Management22,126$1,059 06/30/2022
     SCHZ22,126$1,059 06/30/2022
Congress Wealth Management LLC DE 22,099$1,057 06/30/2022
     SCHZ22,099$1,057 06/30/2022
Alpha Omega Wealth Management LLC21,979$1,052 06/30/2022
     SCHZ21,979$1,052 06/30/2022
Meridian Wealth Partners LLC21,684$1,038 06/30/2022
     SCHZ21,684$1,038 06/30/2022
LexAurum Advisors LLC21,461$1,027 06/30/2022
     SCHZ21,461$1,027 06/30/2022
Personal Capital Advisors Corp21,266$1,018 06/30/2022
     SCHZ21,266$1,018 06/30/2022
Shearwater Capital LLC1,091$1,018 06/30/2022
     SCHZ1,091$1,018 06/30/2022
Pure Financial Advisors Inc.20,797$996 06/30/2022
     SCHZ20,797$996 06/30/2022
Wade Financial Advisory Inc20,769$994 06/30/2022
     SCHZ20,769$994 06/30/2022
Coastal Capital Group Inc.20,616$987 06/30/2022
     SCHZ20,616$987 06/30/2022
Transcend Wealth Collective LLC20,436$978 06/30/2022
     SCHZ20,436$978 06/30/2022
Brookstone Capital Management20,000$953 06/30/2022
     SCHZ20,000$953 06/30/2022
Hill Island Financial LLC19,766$946 06/30/2022
     SCHZ19,766$946 06/30/2022
MML Investors Services LLC19,589$938 06/30/2022
     SCHZ19,589$938 06/30/2022
Private Advisor Group LLC19,486$933 06/30/2022
     SCHZ19,486$933 06/30/2022
Lathrop Investment Management Corp19,329$925 06/30/2022
     SCHZ19,329$925 06/30/2022
Truadvice LLC18,896$925 06/30/2022
     SCHZ18,896$925 06/30/2022
Avantax Advisory Services Inc.19,054$912 06/30/2022
     SCHZ19,054$912 06/30/2022
Oldfather Financial Services LLC18,719$911 06/30/2022
     SCHZ18,719$911 06/30/2022
Sutton Place Investors LLC18,884$904 06/30/2022
     SCHZ18,884$904 06/30/2022
Parallel Advisors LLC18,772$899 06/30/2022
     SCHZ18,772$899 06/30/2022
Pinnacle Family Advisors LLC18,626$892 06/30/2022
     SCHZ18,626$892 06/30/2022
WNY Asset Management LLC18,617$888 06/30/2022
     SCHZ18,617$888 06/30/2022
Midwest Heritage Bank FSB18,466$884 06/30/2022
     SCHZ18,466$884 06/30/2022
Stockman Wealth Management Inc.18,375$880 06/30/2022
     SCHZ18,375$880 06/30/2022
Momentum Advisors LLC17,944$859 06/30/2022
     SCHZ17,944$859 06/30/2022
Landmark Financial Advisors LLC17,885$856 06/30/2022
     SCHZ17,885$856 06/30/2022
FirstPurpose Wealth LLC17,657$845 06/30/2022
     SCHZ17,657$845 06/30/2022
Sentinel Pension Advisors Inc.17,518$839 06/30/2022
     SCHZ17,518$839 06/30/2022
Ausdal Financial Partners Inc.17,379$832 06/30/2022
     SCHZ17,379$832 06/30/2022
Phocas Financial Corp.17,356$831 06/30/2022
     SCHZ17,356$831 06/30/2022
Sawgrass Asset Management LLC17,189$823 06/30/2022
     SCHZ17,189$823 06/30/2022
blooom inc.17,182$822 06/30/2022
     SCHZ17,182$822 06/30/2022
17,033$815 06/30/2022
     SCHZ17,033$815 06/30/2022
Kestra Advisory Services LLC16,943$811 06/30/2022
     SCHZ16,943$811 06/30/2022
Laraway Financial Inc15,950$763 06/30/2022
     SCHZ15,950$763 06/30/2022
WBH Advisory Inc.15,692$751 06/30/2022
     SCHZ15,692$751 06/30/2022
Joule Financial LLC15,514$743 06/30/2022
     SCHZ15,514$743 06/30/2022
Burt Wealth Advisors15,223$729 06/30/2022
     SCHZ15,223$729 06/30/2022
Arbor Capital Management Inc. ADV14,788$708 06/30/2022
     SCHZ14,788$708 06/30/2022
Cooper Financial Group14,621$700 06/30/2022
     SCHZ14,621$700 06/30/2022
Vaughan David Investments LLC IL14,543$696 06/30/2022
     SCHZ14,543$696 06/30/2022
Boyer & Corporon Wealth Management LLC14,413$690 06/30/2022
     SCHZ14,413$690 06/30/2022
Foster Group Inc.14,258$683 06/30/2022
     SCHZ14,258$683 06/30/2022
HB Wealth Management LLC14,198$680 06/30/2022
     SCHZ14,198$680 06/30/2022
Wells Fargo & Company MN14,123$676 06/30/2022
     SCHZ14,123$676 06/30/2022
Cordant Inc.13,686$655 06/30/2022
     SCHZ13,686$655 06/30/2022
Anderson Hoagland & Co.13,651$653 06/30/2022
     SCHZ13,651$653 06/30/2022
Brand Asset Management Group Inc.13,625$652 06/30/2022
     SCHZ13,625$652 06/30/2022
AMI Investment Management Inc.13,104$627 06/30/2022
     SCHZ13,104$627 06/30/2022
Silicon Hills Wealth Management LLC12,817$614 06/30/2022
     SCHZ12,817$614 06/30/2022
Sterling Investment Management Inc.12,708$608 06/30/2022
     SCHZ12,708$608 06/30/2022
Retirement Guys Formula LLC12,615$604 06/30/2022
     SCHZ12,615$604 06/30/2022
Great Valley Advisor Group Inc.12,596$603 06/30/2022
     SCHZ12,596$603 06/30/2022
Cahill Financial Advisors Inc.12,428$595 06/30/2022
     SCHZ12,428$595 06/30/2022
Cutler Investment Counsel LLC12,359$592 06/30/2022
     SCHZ12,359$592 06/30/2022
Valmark Advisers Inc.12,219$585 06/30/2022
     SCHZ12,219$585 06/30/2022
Red Tortoise LLC12,167$582 06/30/2022
     SCHZ12,167$582 06/30/2022
Powers Advisory Group LLC12,110$580 06/30/2022
     SCHZ12,110$580 06/30/2022
Crabel Capital Management LLC12,045$577 06/30/2022
     SCHZ12,045$577 06/30/2022
J2 Capital Management Inc12,023$576 06/30/2022
     SCHZ12,023$576 06/30/2022
Northwest Capital Management Inc11,923$571 06/30/2022
     SCHZ11,923$571 06/30/2022
Liberty Capital Management Inc.11,730$562 06/30/2022
     SCHZ11,730$562 06/30/2022
Mirae Asset Global Investments Co. Ltd.11,604$555 06/30/2022
     SCHZ11,604$555 06/30/2022
BCS Wealth Management11,566$554 06/30/2022
     SCHZ11,566$554 06/30/2022
Diversified Investment Strategies LLC11,497$550 06/30/2022
     SCHZ11,497$550 06/30/2022
Western Wealth Management LLC11,226$540 06/30/2022
     SCHZ11,226$540 06/30/2022
Beacon Financial Advisory LLC11,277$540 06/30/2022
     SCHZ11,277$540 06/30/2022
Royal Bank of Canada11,024$527 06/30/2022
     SCHZ11,024$527 06/30/2022
My Legacy Advisors LLC10,984$526 06/30/2022
     SCHZ10,984$526 06/30/2022
Cetera Advisor Networks LLC10,953$524 06/30/2022
     SCHZ10,953$524 06/30/2022
HRT Financial LP10,902$521 06/30/2022
     SCHZ10,902$521 06/30/2022
Kelman Lazarov Inc.10,879$521 06/30/2022
     SCHZ10,879$521 06/30/2022
Nwam LLC10,780$519 06/30/2022
     SCHZ10,780$519 06/30/2022
Signaturefd LLC10,739$514 06/30/2022
     SCHZ10,739$514 06/30/2022
Wayfinding Financial LLC10,754$514 06/30/2022
     SCHZ10,754$514 06/30/2022
Coldstream Capital Management Inc.10,398$498 06/30/2022
     SCHZ10,398$498 06/30/2022
Endowment Wealth Management Inc.10,396$498 06/30/2022
     SCHZ10,396$498 06/30/2022
HHM Wealth Advisors LLC10,372$497 06/30/2022
     SCHZ10,372$497 06/30/2022
One Capital Management LLC10,367$496 06/30/2022
     SCHZ10,367$496 06/30/2022
Charles Schwab Trust Co10,271$492 06/30/2022
     SCHZ10,271$492 06/30/2022
Indie Asset Partners LLC10,137$485 06/30/2022
     SCHZ10,137$485 06/30/2022
Kiley Juergens Wealth Management LLC10,114$484 06/30/2022
     SCHZ10,114$484 06/30/2022
Ameritas Advisory Services LLC10,032$480 06/30/2022
     SCHZ10,032$480 06/30/2022
Leo H. Evart Inc.9,940$476 06/30/2022
     SCHZ9,940$476 06/30/2022
Jackson Creek Investment Advisors LLC9,640$473 06/30/2022
     SCHZ9,640$473 06/30/2022
Financial Consulate Inc.9,827$470 06/30/2022
     SCHZ9,827$470 06/30/2022
Moneywise Inc.9,805$469 06/30/2022
     SCHZ9,805$469 06/30/2022
Money Concepts Capital Corp9,582$461 06/30/2022
     SCHZ9,582$461 06/30/2022
REDW Wealth LLC9,545$457 06/30/2022
     SCHZ9,545$457 06/30/2022
Whelan Financial9,447$452 06/30/2022
     SCHZ9,447$452 06/30/2022
Strategic Asset Management LLC9,408$450 06/30/2022
     SCHZ9,408$450 06/30/2022
Rinkey Investments9,165$448 06/30/2022
     SCHZ9,165$448 06/30/2022
Empirical Asset Management LLC9,322$446 06/30/2022
     SCHZ9,322$446 06/30/2022
Gs Investments Inc.9,043$440 06/30/2022
     SCHZ9,043$440 06/30/2022
Successful Portfolios LLC9,012$431 06/30/2022
     SCHZ9,012$431 06/30/2022
Genesee Capital Advisors LLC8,974$430 06/30/2022
     SCHZ8,974$430 06/30/2022
Maple Capital Management Inc.8,952$429 06/30/2022
     SCHZ8,952$429 06/30/2022
Juncture Wealth Strategies LLC8,778$420 06/30/2022
     SCHZ8,778$420 06/30/2022
Apollon Wealth Management LLC8,721$417 06/30/2022
     SCHZ8,721$417 06/30/2022
Range Financial Group LLC8,702$417 06/30/2022
     SCHZ8,702$417 06/30/2022
Silverhawk Asset Management LLC8,582$411 06/30/2022
     SCHZ8,582$411 06/30/2022
Curi Capital8,570$410 06/30/2022
     SCHZ8,570$410 06/30/2022
8,477$406 06/30/2022
     SCHZ8,477$406 06/30/2022
Aletheian Wealth Advisors LLC8,482$406 06/30/2022
     SCHZ8,482$406 06/30/2022
Walker Asset Management LLC8,386$406 06/30/2022
     SCHZ8,386$406 06/30/2022
Main Street Financial Solutions LLC8,451$405 06/30/2022
     SCHZ8,451$405 06/30/2022
Advisors Capital Management LLC8,413$403 06/30/2022
     SCHZ8,413$403 06/30/2022
USAdvisors Wealth Management LLC8,374$401 06/30/2022
     SCHZ8,374$401 06/30/2022
Lutz Financial Services LLC8,181$392 06/30/2022
     SCHZ8,181$392 06/30/2022
Miracle Mile Advisors LLC8,174$391 06/30/2022
     SCHZ8,174$391 06/30/2022
Aspiriant LLC8,084$388 06/30/2022
     SCHZ8,084$388 06/30/2022
BDO Wealth Advisors LLC8,050$385 06/30/2022
     SCHZ8,050$385 06/30/2022
Boenning & Scattergood Inc.8,000$383 06/30/2022
     SCHZ8,000$383 06/30/2022
JPMorgan Chase & Co.8,002$383 06/30/2022
     SCHZ8,002$383 06/30/2022
Thrivent Financial for Lutherans7,910$378 06/30/2022
     SCHZ7,910$378 06/30/2022
Hoylecohen LLC7,839$375 06/30/2022
     SCHZ7,839$375 06/30/2022
Providence Wealth Advisors LLC7,723$371 06/30/2022
     SCHZ7,723$371 06/30/2022
Carnegie Capital Asset Management LLC7,714$369 06/30/2022
     SCHZ7,714$369 06/30/2022
Triton Wealth Management PLLC7,545$367 06/30/2022
     SCHZ7,545$367 06/30/2022
Regal Investment Advisors LLC7,633$365 06/30/2022
     SCHZ7,633$365 06/30/2022
Cabot Wealth Management Inc.7,602$364 06/30/2022
     SCHZ7,602$364 06/30/2022
Stonehearth Capital Management LLC7,401$353 06/30/2022
     SCHZ7,401$353 06/30/2022
Alley Investment Management Company LLC7,314$350 06/30/2022
     SCHZ7,314$350 06/30/2022
Vivaldi Capital Management LLC7,291$349 06/30/2022
     SCHZ7,291$349 06/30/2022
All Season Financial Advisors Inc.7,184$344 06/30/2022
     SCHZ7,184$344 06/30/2022
Geometric Wealth Advisors6,967$334 06/30/2022
     SCHZ6,967$334 06/30/2022
Prospera Financial Services Inc6,937$333 06/30/2022
     SCHZ6,937$333 06/30/2022
RE Dickinson Investment Advisors LLC6,892$330 06/30/2022
     SCHZ6,892$330 06/30/2022
RDA Financial Network6,851$328 06/30/2022
     SCHZ6,851$328 06/30/2022
McBroom & Associates LLC6,807$326 06/30/2022
     SCHZ6,807$326 06/30/2022
Segall Bryant & Hamill LLC6,758$325 06/30/2022
     SCHZ6,758$325 06/30/2022
Resource Planning Group6,766$324 06/30/2022
     SCHZ6,766$324 06/30/2022
Rather & Kittrell Inc.6,787$324 06/30/2022
     SCHZ6,787$324 06/30/2022
Almanack Investment Partners LLC. $322 06/30/2022
     SCHZ4,576$219 06/30/2022
     MF11,187$103 06/30/2022
Lee Financial Co6,706$321 06/30/2022
     SCHZ6,706$321 06/30/2022
Allen Capital Group LLC6,459$309 06/30/2022
     SCHZ6,459$309 06/30/2022
Total Clarity Wealth Management Inc.6,405$307 06/30/2022
     SCHZ6,405$307 06/30/2022
Venture Visionary Partners LLC6,388$306 06/30/2022
     SCHZ6,388$306 06/30/2022
Badgley Phelps Wealth Managers LLC6,350$304 06/30/2022
     SCHZ6,350$304 06/30/2022
MONECO Advisors LLC6,220$298 06/30/2022
     SCHZ6,220$298 06/30/2022
BSW Wealth Partners6,177$296 06/30/2022
     SCHZ6,177$296 06/30/2022
Acorn Wealth Advisors LLC6,176$296 06/30/2022
     SCHZ6,176$296 06/30/2022
Dynamic Advisor Solutions LLC6,139$294 06/30/2022
     SCHZ6,139$294 06/30/2022
Arete Wealth Advisors LLC9,308$289 06/30/2022
     SCHZ9,308$289 06/30/2022
Quadrant Capital Group LLC5,937$284 06/30/2022
     SCHZ5,937$284 06/30/2022
Fort Henry Capital LLC5,888$282 06/30/2022
     SCHZ5,888$282 06/30/2022
Capital Insight Partners LLC5,869$281 06/30/2022
     SCHZ5,869$281 06/30/2022
Flagship Harbor Advisors LLC5,736$275 06/30/2022
     SCHZ5,736$275 06/30/2022
Access Financial Services Inc.5,715$274 06/30/2022
     SCHZ5,715$274 06/30/2022
RBA Wealth Management LLC5,730$274 06/30/2022
     SCHZ5,730$274 06/30/2022
Appleton Partners Inc. MA5,568$267 06/30/2022
     SCHZ5,568$267 06/30/2022
Charles Schwab Investment Advisory Inc.5,580$267 06/30/2022
     SCHZ5,580$267 06/30/2022
US Bancorp DE5,556$266 06/30/2022
     SCHZ5,556$266 06/30/2022
Cardiff Park Advisors LLC5,541$265 06/30/2022
     SCHZ5,541$265 06/30/2022
Quantum Capital Management LLC NJ5,461$261 06/30/2022
     SCHZ5,461$261 06/30/2022
StrategIQ Financial Group LLC5,444$261 06/30/2022
     SCHZ5,444$261 06/30/2022
Rock Point Advisors LLC5,322$255 06/30/2022
     SCHZ5,322$255 06/30/2022
Index Fund Advisors Inc.5,321$255 06/30/2022
     SCHZ5,321$255 06/30/2022
Meridian Wealth Management LLC5,318$255 06/30/2022
     SCHZ5,318$255 06/30/2022
Arcus Capital Partners LLC5,283$253 06/30/2022
     SCHZ5,283$253 06/30/2022
Frontier Wealth Management LLC5,269$252 06/30/2022
     SCHZ5,269$252 06/30/2022
Ogorek Anthony Joseph NY ADV5,213$249 06/30/2022
     SCHZ5,213$249 06/30/2022
Prudential Financial Inc.5,215$249 06/30/2022
     SCHZ5,215$249 06/30/2022
Heritage Wealth Management LLC5,201$249 06/30/2022
     SCHZ5,201$249 06/30/2022
Everett Harris & Co. CA5,150$247 06/30/2022
     SCHZ5,150$247 06/30/2022
InterOcean Capital Group LLC5,151$247 06/30/2022
     SCHZ5,151$247 06/30/2022
Bowman & Co S.C.5,121$245 06/30/2022
     SCHZ5,121$245 06/30/2022
Worth Asset Management LLC5,105$244 06/30/2022
     SCHZ5,105$244 06/30/2022
Capital Investment Advisory Services LLC5,047$242 06/30/2022
     SCHZ5,047$242 06/30/2022
Total Investment Management Inc.5,020$240 06/30/2022
     SCHZ5,020$240 06/30/2022
Rocky Mountain Advisers LLC5,023$240 06/30/2022
     SCHZ5,023$240 06/30/2022
Sage Financial Group Inc.4,936$236 06/30/2022
     SCHZ4,936$236 06/30/2022
TrueWealth Advisors LLC4,911$235 06/30/2022
     SCHZ4,911$235 06/30/2022
Roof Eidam & Maycock ADV4,895$234 06/30/2022
     SCHZ4,895$234 06/30/2022
Red Cedar Capital LLC4,781$229 06/30/2022
     SCHZ4,781$229 06/30/2022
Parkside Financial Bank & Trust4,733$227 06/30/2022
     SCHZ4,733$227 06/30/2022
Raymond James & Associates4,725$226 06/30/2022
     SCHZ4,725$226 06/30/2022
Foster & Motley Inc.4,730$226 06/30/2022
     SCHZ4,730$226 06/30/2022
Cedar Mountain Advisors LLC4,656$223 06/30/2022
     SCHZ4,656$223 06/30/2022
Clearwater Capital Advisors LLC4,600$220 06/30/2022
     SCHZ4,600$220 06/30/2022
Apella Capital LLC4,542$217 06/30/2022
     SCHZ4,542$217 06/30/2022
Alterity Financial Group LLC4,526$217 06/30/2022
     SCHZ4,526$217 06/30/2022
Sheets Smith Wealth Management4,484$215 06/30/2022
     SCHZ4,484$215 06/30/2022
Fairview Capital Investment Management LLC4,475$214 06/30/2022
     SCHZ4,475$214 06/30/2022
Black Diamond Financial LLC4,445$213 06/30/2022
     SCHZ4,445$213 06/30/2022
Two Sigma Securities LLC4,423$212 06/30/2022
     SCHZ4,423$212 06/30/2022
Pinnacle Associates Ltd.4,363$209 06/30/2022
     SCHZ4,363$209 06/30/2022
Laurel Wealth Advisors Inc.4,364$209 06/30/2022
     SCHZ4,364$209 06/30/2022
MCF Advisors LLC4,347$208 06/30/2022
     SCHZ4,347$208 06/30/2022
Resolute Financial LLC4,314$206 06/30/2022
     SCHZ4,314$206 06/30/2022
AHL Investment Management Inc.4,292$205 06/30/2022
     SCHZ4,292$205 06/30/2022
CRA Financial Services LLC4,245$203 06/30/2022
     SCHZ4,245$203 06/30/2022
Csenge Advisory Group4,468$202 09/30/2022
     SCHZ4,468$202 09/30/2022
UMB Bank N A MO3,943$189 06/30/2022
     SCHZ3,943$189 06/30/2022
Toth Financial Advisory Corp3,920$188 06/30/2022
     SCHZ3,920$188 06/30/2022
Investors Research Corp3,924$188 06/30/2022
     SCHZ3,924$188 06/30/2022
Spire Wealth Management3,909$187 06/30/2022
     SCHZ3,909$187 06/30/2022
Optimum Investment Advisors3,729$179 06/30/2022
     SCHZ3,729$179 06/30/2022
Larson Financial Group LLC3,723$178 06/30/2022
     SCHZ3,723$178 06/30/2022
Tradition Wealth Management LLC3,646$175 06/30/2022
     SCHZ3,646$175 06/30/2022
Cary Street Partners Investment Advisory LLC3,608$173 06/30/2022
     SCHZ3,608$173 06/30/2022
Allworth Financial LP3,098$148 06/30/2022
     SCHZ3,098$148 06/30/2022
Prestige Wealth Management Group LLC3,073$147 06/30/2022
     SCHZ3,073$147 06/30/2022
Steward Partners Investment Advisory LLC2,967$142 06/30/2022
     SCHZ2,967$142 06/30/2022
Front Row Advisors LLC2,917$140 06/30/2022
     SCHZ2,917$140 06/30/2022
Legacy Bridge LLC2,565$123 06/30/2022
     SCHZ2,565$123 06/30/2022
CWM LLC2,545$122 06/30/2022
     SCHZ2,545$122 06/30/2022
Professional Financial Advisors LLC2,469$118 06/30/2022
     SCHZ2,469$118 06/30/2022
Hanson & Doremus Investment Management2,393$115 06/30/2022
     SCHZ2,393$115 06/30/2022
Burleson & Company LLC2,332$112 06/30/2022
     SCHZ2,332$112 06/30/2022
Horan Securities Inc.2,249$108 06/30/2022
     SCHZ2,249$108 06/30/2022
Geneos Wealth Management Inc.2,221$106 06/30/2022
     SCHZ2,221$106 06/30/2022
Oliver Lagore Vanvalin Investment Group2,215$106 06/30/2022
     SCHZ2,215$106 06/30/2022
WFA of San Diego LLC2,079$100 06/30/2022
     SCHZ2,079$100 06/30/2022
Granite Investment Partners LLC2,052$98 06/30/2022
     SCHZ2,052$98 06/30/2022
West Financial Advisors LLC1,974$94 06/30/2022
     SCHZ1,974$94 06/30/2022
Townsend Asset Management Corp NC ADV1,948$93 06/30/2022
     SCHZ1,948$93 06/30/2022
Fortis Advisors LLC1,917$92 06/30/2022
     SCHZ1,917$92 06/30/2022
Aspire Wealth Management Corp1,874$90 06/30/2022
     SCHZ1,874$90 06/30/2022
Versant Capital Management Inc1,848$88 06/30/2022
     SCHZ1,848$88 06/30/2022
Gpwm LLC1,649$78 06/30/2022
     SCHZ1,649$78 06/30/2022
Trustcore Financial Services LLC1,518$73 06/30/2022
     SCHZ1,518$73 06/30/2022
Rosenberg Matthew Hamilton1,402$68 06/30/2022
     SCHZ1,402$68 06/30/2022
Clearstead Advisors LLC1,396$67 06/30/2022
     SCHZ1,396$67 06/30/2022
Carmichael Hill & Associates Inc.1,320$63 06/30/2022
     SCHZ1,320$63 06/30/2022
TCI Wealth Advisors Inc.1,262$60 06/30/2022
     SCHZ1,262$60 06/30/2022
The PNC Financial Services Group Inc.1,157$55 06/30/2022
     SCHZ1,157$55 06/30/2022
Bell Investment Advisors Inc1,078$52 06/30/2022
     SCHZ1,078$52 06/30/2022
1,022$49 06/30/2022
     SCHZ1,022$49 06/30/2022
Tilia Fiduciary Partners Inc.1,025$49 06/30/2022
     SCHZ1,025$49 06/30/2022
Proequities Inc.1,005$48 06/30/2022
     SCHZ1,005$48 06/30/2022
Covington Capital Management984$47 06/30/2022
     SCHZ984$47 06/30/2022
Salem Investment Counselors Inc.956$46 06/30/2022
     SCHZ956$46 06/30/2022
CVA Family Office LLC845$40 06/30/2022
     SCHZ845$40 06/30/2022
CoreCap Advisors LLC829$40 06/30/2022
     SCHZ829$40 06/30/2022
Private Ocean LLC818$39 06/30/2022
     SCHZ818$39 06/30/2022
John W. Brooker & Co. CPAs802$38 06/30/2022
     SCHZ802$38 06/30/2022
RWM Asset Management LLC766$37 06/30/2022
     SCHZ766$37 06/30/2022
National Bank of Canada FI733$35 06/30/2022
     SCHZ733$35 06/30/2022
Macroview Investment Management LLC723$35 06/30/2022
     SCHZ723$35 06/30/2022
Peachtree Investment Partners LLC650$31 06/30/2022
     SCHZ650$31 06/30/2022
Column Capital Advisors LLC600$29 06/30/2022
     SCHZ600$29 06/30/2022
Apeiron RIA LLC57,365$28 06/30/2022
     SCHZ57,365$28 06/30/2022
Blair William & Co. IL541$26 06/30/2022
     SCHZ541$26 06/30/2022
Westside Investment Management Inc.558$26 06/30/2022
     SCHZ558$26 06/30/2022
Moisand Fitzgerald Tamayo LLC506$24 06/30/2022
     SCHZ506$24 06/30/2022
Ambassador Advisors LLC491$24 06/30/2022
     SCHZ491$24 06/30/2022
Islay Capital Management LLC504$24 06/30/2022
     SCHZ504$24 06/30/2022
Bellevue Asset Management LLC453$22 06/30/2022
     SCHZ453$22 06/30/2022
Carolinas Wealth Consulting LLC415$20 06/30/2022
     SCHZ415$20 06/30/2022
Gradient Investments LLC395$19 06/30/2022
     SCHZ395$19 06/30/2022
FMR LLC385$18 06/30/2022
     SCHZ385$18 06/30/2022
Citigroup Inc.382$18 06/30/2022
     SCHZ382$18 06/30/2022
KB Financial Partners LLC376$18 06/30/2022
     SCHZ376$18 06/30/2022
Blume Capital Management Inc.361$17 06/30/2022
     SCHZ361$17 06/30/2022
M&R Capital Management Inc.360$16 09/30/2022
     SCHZ360$16 09/30/2022
Heritage Wealth Advisors324$16 06/30/2022
     SCHZ324$16 06/30/2022
Providence Capital Advisors LLC336$16 06/30/2022
     SCHZ336$16 06/30/2022
Bourgeon Capital Management LLC300$14 06/30/2022
     SCHZ300$14 06/30/2022
Northern Oak Wealth Management Inc.293$14 06/30/2022
     SCHZ293$14 06/30/2022
Cascade Investment Advisors Inc.300$14 06/30/2022
     SCHZ300$14 06/30/2022
Albion Financial Group UT263$13 06/30/2022
     SCHZ263$13 06/30/2022
Rockefeller Capital Management L.P.240$11 06/30/2022
     SCHZ240$11 06/30/2022
Financial Management Professionals Inc.209$10 06/30/2022
     SCHZ209$10 06/30/2022
Aptus Capital Advisors LLC190$9 06/30/2022
     SCHZ190$9 06/30/2022
Guardian Wealth Advisors LLC NC190$9 06/30/2022
     SCHZ190$9 06/30/2022
Benjamin Edwards Inc.164$8 06/30/2022
     SCHZ164$8 06/30/2022
Lowe Wealth Advisors LLC149$7 06/30/2022
     SCHZ149$7 06/30/2022
EverSource Wealth Advisors LLC154$7 06/30/2022
     SCHZ154$7 06/30/2022
Mine & Arao Wealth Creation & Management LLC.152$7 06/30/2022
     SCHZ152$7 06/30/2022
Tower View Investment Management & Research LLC127$6 06/30/2022
     SCHZ127$6 06/30/2022
CNB Bank106$5 06/30/2022
     SCHZ106$5 06/30/2022
Horrell Capital Management Inc.87$4 06/30/2022
     SCHZ87$4 06/30/2022
JNBA Financial Advisors77$4 06/30/2022
     SCHZ77$4 06/30/2022
Jackson Hole Capital Partners LLC94$4 06/30/2022
     SCHZ94$4 06/30/2022
BOK Financial Private Wealth Inc.54$3 06/30/2022
     SCHZ54$3 06/30/2022
FinTrust Capital Advisors LLC68$3 06/30/2022
     SCHZ68$3 06/30/2022
Ahrens Investment Partners LLC59$3 06/30/2022
     SCHZ59$3 06/30/2022
Selective Wealth Management Inc.65$3 06/30/2022
     SCHZ65$3 06/30/2022
Arlington Partners LLC44$2 06/30/2022
     SCHZ44$2 06/30/2022
Tortoise Investment Management LLC40$2 06/30/2022
     SCHZ40$2 06/30/2022
Mark Sheptoff Financial Planning LLC37$2 06/30/2022
     SCHZ37$2 06/30/2022
Resolute Partners Group49$2 06/30/2022
     SCHZ49$2 06/30/2022
Ronald Blue Trust Inc.36$2 06/30/2022
     SCHZ36$2 06/30/2022
Valley National Advisers Inc.27$1 06/30/2022
     SCHZ27$1 06/30/2022
Montag A & Associates Inc.20$1 06/30/2022
     SCHZ20$1 06/30/2022
MUFG Americas Holdings Corp14$1 06/30/2022
     SCHZ14$1 06/30/2022
Tower Research Capital LLC TRC 21$1 06/30/2022
     SCHZ21$1 06/30/2022
Charter Oak Capital Management LLC25$1 06/30/2022
     SCHZ25$1 06/30/2022
Addison Advisors LLC25$1 06/30/2022
     SCHZ25$1 06/30/2022
Guardian Wealth Management Inc.19$1 06/30/2022
     SCHZ19$1 06/30/2022
Howe & Rusling Inc.0$0 06/30/2022
     SCHZ0$0 06/30/2022
Atticus Wealth Management LLC1$0 06/30/2022
     SCHZ1$0 06/30/2022
Castle Wealth Management LLC5$0 06/30/2022
     SCHZ5$0 06/30/2022
Tevis Investment Management9$0 06/30/2022
     SCHZ9$0 06/30/2022

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

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