HoldingsChannel.com
Funds Holding SCHZ
HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Management Inc.9,484,367$514,717 03/31/2020
     SCHZ9,484,367$514,717 03/31/2020
Ameriprise Financial Inc.3,642,252$197,875 03/31/2020
     SCHZ3,642,252$197,875 03/31/2020
Milliman Financial Risk Management LLC3,439,586$183,777 12/31/2019
     SCHZ3,439,586$183,777 12/31/2019
Honkamp Krueger Financial Services Inc.2,738,306$148,608 03/31/2020
     SCHZ2,738,306$148,608 03/31/2020
Wealth Enhancement Advisory Services LLC2,543,036$141,978 03/31/2020
     SCHZ2,543,036$141,978 03/31/2020
Financial Engines Advisors L.L.C.2,440,828$132,463 03/31/2020
     SCHZ2,440,828$132,463 03/31/2020
Envestnet Asset Management Inc.2,198,870$119,333 03/31/2020
     SCHZ2,198,870$119,333 03/31/2020
Bank of America Corp DE1,996,582$108,354 03/31/2020
     SCHZ1,996,582$108,354 03/31/2020
Mercer Global Advisors Inc. ADV1,726,973$93,722 03/31/2020
     SCHZ1,726,973$93,722 03/31/2020
Jane Street Group LLC1,291,750$70,103 03/31/2020
     SCHZ1,291,750$70,103 03/31/2020
Hengehold Capital Management LLC1,245,059$67,569 03/31/2020
     SCHZ1,245,059$67,569 03/31/2020
United Capital Financial Advisers LLC1,107,224$60,089 03/31/2020
     SCHZ1,107,224$60,089 03/31/2020
Apriem Advisors1,047,189$56,831 03/31/2020
     SCHZ1,047,189$56,831 03/31/2020
Coastal Capital Group Inc.974,518$52,887 03/31/2020
     SCHZ974,518$52,887 03/31/2020
Resources Investment Advisors LLC.948,876$51,496 03/31/2020
     SCHZ948,876$51,496 03/31/2020
Mariner LLC943,244$51,260 03/31/2020
     SCHZ943,244$51,260 03/31/2020
Sensible Financial Planning & Management LLC.883,100$47,926 03/31/2020
     SCHZ883,100$47,926 03/31/2020
Ogorek Anthony Joseph NY ADV766,945$41,622 03/31/2020
     SCHZ766,945$41,622 03/31/2020
Atlanta Financial Associates LLC ADV745,882$40,479 03/31/2020
     SCHZ745,882$40,479 03/31/2020
Sequoia Financial Advisors LLC720,988$39,128 03/31/2020
     SCHZ720,988$39,128 03/31/2020
McAdam LLC615,028$33,378 03/31/2020
     SCHZ615,028$33,378 03/31/2020
JBJ Investment Partners LLC507,941$27,566 03/31/2020
     SCHZ507,941$27,566 03/31/2020
BlueSky Wealth Advisors LLC480,484$26,076 03/31/2020
     SCHZ480,484$26,076 03/31/2020
Ancora Advisors LLC469,521$25,481 03/31/2020
     SCHZ469,521$25,481 03/31/2020
Alliance Wealth Management Group465,493$25,262 03/31/2020
     SCHZ465,493$25,262 03/31/2020
Towercrest Capital Management465,493$25,262 03/31/2020
     SCHZ465,493$25,262 03/31/2020
HighTower Advisors LLC464,283$25,201 03/31/2020
     SCHZ464,283$25,201 03/31/2020
Cliftonlarsonallen Wealth Advisors LLC471,192$25,176 12/31/2019
     SCHZ471,192$25,176 12/31/2019
Bangor Savings Bank442,667$24,024 03/31/2020
     SCHZ442,667$24,024 03/31/2020
Creative Planning441,369$23,953 03/31/2020
     SCHZ441,369$23,953 03/31/2020
Total Wealth Planning LLC437,974$23,769 03/31/2020
     SCHZ437,974$23,769 03/31/2020
Marotta Asset Management410,041$22,298 03/31/2020
     SCHZ410,041$22,298 03/31/2020
Financial Management Professionals Inc.403,856$21,917 03/31/2020
     SCHZ403,856$21,917 03/31/2020
Cooper Haims Advisors LLC397,974$21,598 03/31/2020
     SCHZ397,974$21,598 03/31/2020
Sontag Advisory LLC375,494$20,378 03/31/2020
     SCHZ375,494$20,378 03/31/2020
Wealthspire Advisors L.P.374,858$20,344 03/31/2020
     SCHZ374,858$20,344 03/31/2020
Bluefin Trading LLC364,833$19,799 03/31/2020
     SCHZ364,833$19,799 03/31/2020
Kohmann Bosshard Financial Services LLC349,565$18,971 03/31/2020
     SCHZ349,565$18,971 03/31/2020
Advisor Group Holdings Inc.1,753,168$18,851 03/31/2020
     SCHZ1,753,168$18,851 03/31/2020
Qube Research & Technologies Ltd335,900$18,229 03/31/2020
     SCHZ335,900$18,229 03/31/2020
Cambridge Investment Research Advisors Inc.320,726$17,406 03/31/2020
     SCHZ320,726$17,406 03/31/2020
BerganKDV Wealth Management LLC292,939$15,898 03/31/2020
     SCHZ292,939$15,898 03/31/2020
Krilogy Financial LLC291,914$15,842 03/31/2020
     SCHZ291,914$15,842 03/31/2020
Leavell Investment Management Inc.291,615$15,826 03/31/2020
     SCHZ291,615$15,826 03/31/2020
Horan Capital Management283,115$15,365 03/31/2020
     SCHZ283,115$15,365 03/31/2020
Mokosak Advisory Group LLC273,486$14,850 03/31/2020
     SCHZ273,486$14,850 03/31/2020
Financial Architects Inc268,924$14,595 03/31/2020
     SCHZ268,924$14,595 03/31/2020
Matrix Trust Co267,921$14,540 03/31/2020
     SCHZ267,921$14,540 03/31/2020
Planning Alternatives Ltd. ADV263,978$14,326 03/31/2020
     SCHZ263,978$14,326 03/31/2020
SVA Wealth Management LLC254,054$13,788 03/31/2020
     SCHZ254,054$13,788 03/31/2020
D.B. Root & Company LLC242,245$13,146 03/31/2020
     SCHZ242,245$13,146 03/31/2020
Destination Wealth Management236,612$12,841 03/31/2020
     SCHZ236,612$12,841 03/31/2020
Opes Wealth Management LLC232,729$12,630 03/31/2020
     SCHZ232,729$12,630 03/31/2020
Patriot Investment Management Inc.220,137$11,946 03/31/2020
     SCHZ220,137$11,946 03/31/2020
Friedenthal Financial211,547$11,481 03/31/2020
     SCHZ211,547$11,481 03/31/2020
AJ Wealth Strategies LLC210,629$11,431 03/31/2020
     SCHZ210,629$11,431 03/31/2020
Newman Dignan & Sheerar Inc.199,704$11,112 03/31/2020
     SCHZ199,704$11,112 03/31/2020
Mission Creek Capital Partners Inc.202,657$10,998 03/31/2020
     SCHZ202,657$10,998 03/31/2020
Ladenburg Thalmann Financial Services Inc.196,837$10,521 12/31/2019
     SCHZ196,837$10,521 12/31/2019
Alesco Advisors LLC192,079$10,424 03/31/2020
     SCHZ192,079$10,424 03/31/2020
Commonwealth Equity Services LLC184,682$10,022 03/31/2020
     SCHZ184,682$10,022 03/31/2020
Bfsg LLC182,273$9,892 03/31/2020
     SCHZ182,273$9,892 03/31/2020
Retirement Planning Group181,069$9,827 03/31/2020
     SCHZ181,069$9,827 03/31/2020
LPL Financial LLC179,937$9,765 03/31/2020
     SCHZ179,937$9,765 03/31/2020
Holistic Financial Partners176,866$9,599 03/31/2020
     SCHZ176,866$9,599 03/31/2020
Pinnacle Advisory Group Inc.164,662$8,936 03/31/2020
     SCHZ164,662$8,936 03/31/2020
Cobblestone Capital Advisors LLC NY154,606$8,390 03/31/2020
     SCHZ154,606$8,390 03/31/2020
Omega Financial Group LLC148,813$8,076 03/31/2020
     SCHZ148,813$8,076 03/31/2020
Evensky & Katz LLC146,293$7,939 03/31/2020
     SCHZ146,293$7,939 03/31/2020
Financial Advisory Service Inc.137,320$7,452 03/31/2020
     SCHZ137,320$7,452 03/31/2020
USAdvisors Wealth Management LLC137,036$7,437 03/31/2020
     SCHZ137,036$7,437 03/31/2020
Bank of Montreal Can135,438$7,361 03/31/2020
     SCHZ135,438$7,361 03/31/2020
VERITY Wealth Advisors131,826$7,154 03/31/2020
     SCHZ131,826$7,154 03/31/2020
Roundview Capital LLC130,609$7,088 03/31/2020
     SCHZ130,609$7,088 03/31/2020
Morgan Stanley128,577$6,978 03/31/2020
     SCHZ128,577$6,978 03/31/2020
Captrust Financial Advisors126,723$6,907 03/31/2020
     SCHZ126,723$6,907 03/31/2020
Argent Wealth Management LLC118,451$6,482 03/31/2020
     SCHZ118,451$6,482 03/31/2020
MorganRosel Wealth Management LLC116,494$6,322 03/31/2020
     SCHZ116,494$6,322 03/31/2020
Clearwater Capital Advisors LLC115,102$6,247 03/31/2020
     SCHZ115,102$6,247 03/31/2020
Capital One National Association116,769$6,239 12/31/2019
     SCHZ116,769$6,239 12/31/2019
Advisor Group Inc.114,805$6,134 12/31/2019
     SCHZ114,805$6,134 12/31/2019
Sheets Smith Wealth Management112,367$6,098 03/31/2020
     SCHZ112,367$6,098 03/31/2020
Capital One Financial Corp109,016$5,916 03/31/2020
     SCHZ109,016$5,916 03/31/2020
Bigelow Investment Advisors LLC108,980$5,914 03/31/2020
     SCHZ108,980$5,914 03/31/2020
Modus Advisors LLC108,054$5,864 03/31/2020
     SCHZ108,054$5,864 03/31/2020
AdvisorNet Financial Inc107,748$5,847 03/31/2020
     SCHZ107,748$5,847 03/31/2020
Graves Light Private Wealth Management Inc.105,644$5,733 03/31/2020
     SCHZ105,644$5,733 03/31/2020
Chesapeake Wealth Management100,683$5,464 03/31/2020
     SCHZ100,683$5,464 03/31/2020
Gemmer Asset Management LLC97,676$5,301 03/31/2020
     SCHZ97,676$5,301 03/31/2020
Wakefield Asset Management LLLP95,853$5,202 03/31/2020
     SCHZ95,853$5,202 03/31/2020
Baker Avenue Asset Management LP95,125$5,162 03/31/2020
     SCHZ95,125$5,162 03/31/2020
OLD Mission Capital LLC91,827$4,983 03/31/2020
     SCHZ91,827$4,983 03/31/2020
JMG Financial Group Ltd.90,633$4,919 03/31/2020
     SCHZ90,633$4,919 03/31/2020
Wall Capital Group Inc.90,584$4,916 03/31/2020
     SCHZ90,584$4,916 03/31/2020
Empirical Financial Services LLC d.b.a. Empirical Wealth Management89,856$4,876 03/31/2020
     SCHZ89,856$4,876 03/31/2020
Burleson & Company LLC86,650$4,799 03/31/2020
     SCHZ86,650$4,799 03/31/2020
Mutual Advisors LLC85,596$4,645 03/31/2020
     SCHZ85,596$4,645 03/31/2020
Sentinel Pension Advisors Inc.84,687$4,596 03/31/2020
     SCHZ84,687$4,596 03/31/2020
ProVise Management Group LLC84,077$4,563 03/31/2020
     SCHZ84,077$4,563 03/31/2020
Northwest Investment Counselors LLC82,343$4,469 03/31/2020
     SCHZ82,343$4,469 03/31/2020
Bartlett & Co. LLC82,201$4,461 03/31/2020
     SCHZ82,201$4,461 03/31/2020
Warren Averett Asset Management LLC81,750$4,437 03/31/2020
     SCHZ81,750$4,437 03/31/2020
Portfolio Solutions LLC80,783$4,384 03/31/2020
     SCHZ80,783$4,384 03/31/2020
Souders Financial Advisors80,506$4,369 03/31/2020
     SCHZ80,506$4,369 03/31/2020
Summit Financial Strategies Inc.79,476$4,313 03/31/2020
     SCHZ79,476$4,313 03/31/2020
UBS Group AG76,640$4,159 03/31/2020
     SCHZ76,640$4,159 03/31/2020
First Trust Advisors LP73,999$4,016 03/31/2020
     SCHZ73,999$4,016 03/31/2020
RKL Wealth Management LLC71,789$3,896 03/31/2020
     SCHZ71,789$3,896 03/31/2020
Visionary Wealth Advisors71,258$3,867 03/31/2020
     SCHZ71,258$3,867 03/31/2020
Financial Advocates Investment Management70,067$3,803 03/31/2020
     SCHZ70,067$3,803 03/31/2020
Exchange Capital Management Inc.69,035$3,747 03/31/2020
     SCHZ69,035$3,747 03/31/2020
Peak Financial Management Inc.67,558$3,666 03/31/2020
     SCHZ67,558$3,666 03/31/2020
NYL Investors LLC67,500$3,663 03/31/2020
     SCHZ67,500$3,663 03/31/2020
Curbstone Financial Management Corp65,400$3,549 03/31/2020
     SCHZ65,400$3,549 03/31/2020
SigFig Wealth Management LLC63,742$3,459 03/31/2020
     SCHZ63,742$3,459 03/31/2020
Deutsche Bank AG63,208$3,430 03/31/2020
     SCHZ63,208$3,430 03/31/2020
Cypress Wealth Services LLC62,376$3,385 03/31/2020
     SCHZ62,376$3,385 03/31/2020
Stratos Wealth Partners LTD.61,842$3,356 03/31/2020
     SCHZ61,842$3,356 03/31/2020
Pacific Edge Advisors LLC61,480$3,337 03/31/2020
     SCHZ61,480$3,337 03/31/2020
BlackRock Inc.60,856$3,303 03/31/2020
     SCHZ60,856$3,303 03/31/2020
JJJ Advisors Inc.60,577$3,288 03/31/2020
     SCHZ60,577$3,288 03/31/2020
TAP Consulting LLC60,537$3,285 03/31/2020
     SCHZ60,537$3,285 03/31/2020
Lee Financial Co59,602$3,235 03/31/2020
     SCHZ59,602$3,235 03/31/2020
Efficient Wealth Management LLC57,949$3,145 03/31/2020
     SCHZ57,949$3,145 03/31/2020
Reilly Financial Advisors LLC56,655$3,075 03/31/2020
     SCHZ56,655$3,075 03/31/2020
Moneta Group Investment Advisors LLC56,293$3,055 03/31/2020
     SCHZ56,293$3,055 03/31/2020
Reston Wealth Management LLC55,358$3,004 03/31/2020
     SCHZ55,358$3,004 03/31/2020
OTA Financial Group L.P.54,526$2,959 03/31/2020
     SCHZ54,526$2,959 03/31/2020
Susquehanna International Group LLP53,439$2,900 03/31/2020
     SCHZ53,439$2,900 03/31/2020
OptiFour Integrated Wealth Management LLC53,775$2,873 12/31/2019
     SCHZ53,775$2,873 12/31/2019
FormulaFolio Investments LLC52,881$2,870 03/31/2020
     SCHZ52,881$2,870 03/31/2020
Hurlow Wealth Management Group Inc.50,844$2,829 03/31/2020
     SCHZ50,844$2,829 03/31/2020
Clearshares LLC50,814$2,758 03/31/2020
     SCHZ50,814$2,758 03/31/2020
SNS Financial Group LLC49,529$2,688 03/31/2020
     SCHZ49,529$2,688 03/31/2020
Capital Wealth Planning LLC49,461$2,684 03/31/2020
     SCHZ49,461$2,684 03/31/2020
C M Bidwell & Associates Ltd.49,213$2,671 03/31/2020
     SCHZ49,213$2,671 03/31/2020
Kingsview Wealth Management LLC49,021$2,660 03/31/2020
     SCHZ49,021$2,660 03/31/2020
Savant Capital LLC48,799$2,648 03/31/2020
     SCHZ48,799$2,648 03/31/2020
Change Path LLC48,428$2,628 03/31/2020
     SCHZ48,428$2,628 03/31/2020
JFS Wealth Advisors LLC48,257$2,619 03/31/2020
     SCHZ48,257$2,619 03/31/2020
Columbus Macro LLC46,972$2,549 03/31/2020
     SCHZ46,972$2,549 03/31/2020
Silicon Hills Wealth Management LLC46,599$2,529 03/31/2020
     SCHZ46,599$2,529 03/31/2020
AdvicePeriod LLC46,462$2,521 03/31/2020
     SCHZ46,462$2,521 03/31/2020
Cerity Partners LLC43,724$2,373 03/31/2020
     SCHZ43,724$2,373 03/31/2020
Garde Capital Inc.43,040$2,336 03/31/2020
     SCHZ43,040$2,336 03/31/2020
Blue Square Asset Management LLC42,662$2,315 03/31/2020
     SCHZ42,662$2,315 03/31/2020
AMI Investment Management Inc.42,057$2,282 03/31/2020
     SCHZ42,057$2,282 03/31/2020
Vista Wealth Management Group LLC41,811$2,269 03/31/2020
     SCHZ41,811$2,269 03/31/2020
Equitable Holdings Inc.41,558$2,255 03/31/2020
     SCHZ41,558$2,255 03/31/2020
Courage Miller Partners LLC41,442$2,249 03/31/2020
     SCHZ41,442$2,249 03/31/2020
SeaCrest Wealth Management LLC40,765$2,212 03/31/2020
     SCHZ40,765$2,212 03/31/2020
Baird Financial Group Inc.39,687$2,154 03/31/2020
     SCHZ39,687$2,154 03/31/2020
Gradient Capital Advisors LLC39,220$2,128 03/31/2020
     SCHZ39,220$2,128 03/31/2020
Renaissance Technologies LLC39,100$2,122 03/31/2020
     SCHZ39,100$2,122 03/31/2020
Rational Advisors LLC37,975$2,061 03/31/2020
     SCHZ37,975$2,061 03/31/2020
CLS Investments LLC35,719$1,938 03/31/2020
     SCHZ35,719$1,938 03/31/2020
SWS Partners35,696$1,937 03/31/2020
     SCHZ35,696$1,937 03/31/2020
Schneider Downs Wealth Management Advisors LP35,095$1,905 03/31/2020
     SCHZ35,095$1,905 03/31/2020
Bogart Wealth LLC34,986$1,899 03/31/2020
     SCHZ34,986$1,899 03/31/2020
Appleton Group LLC32,713$1,775 03/31/2020
     SCHZ32,713$1,775 03/31/2020
Marquette Asset Management LLC32,543$1,766 03/31/2020
     SCHZ32,543$1,766 03/31/2020
WT Wealth Management32,081$1,741 03/31/2020
     SCHZ32,081$1,741 03/31/2020
Beacon Pointe Advisors LLC31,990$1,732 03/31/2020
     SCHZ31,990$1,732 03/31/2020
National Asset Management Inc.30,395$1,650 03/31/2020
     SCHZ30,395$1,650 03/31/2020
Gainplan LLC30,131$1,635 03/31/2020
     SCHZ30,131$1,635 03/31/2020
FCA Corp TX29,688$1,611 03/31/2020
     SCHZ29,688$1,611 03/31/2020
Landmark Financial Advisors LLC28,636$1,585 03/31/2020
     SCHZ28,636$1,585 03/31/2020
First National Corp MA ADV13,462$1,577 03/31/2020
     SCHZ13,462$1,577 03/31/2020
Fort Pitt Capital Group LLC28,630$1,554 03/31/2020
     SCHZ28,630$1,554 03/31/2020
Strategic Capital Advisers Inc.28,241$1,533 03/31/2020
     SCHZ28,241$1,533 03/31/2020
Phillips Financial Management LLC27,386$1,489 03/31/2020
     SCHZ27,386$1,489 03/31/2020
Baldrige Asset Management LLC26,933$1,462 03/31/2020
     SCHZ26,933$1,462 03/31/2020
Twele Capital Management Inc.26,859$1,458 03/31/2020
     SCHZ26,859$1,458 03/31/2020
Laidlaw Wealth Management LLC26,577$1,442 03/31/2020
     SCHZ26,577$1,442 03/31/2020
Marshall Financial Group Inc. ADV26,347$1,430 03/31/2020
     SCHZ26,347$1,430 03/31/2020
Apollon Wealth Management LLC26,031$1,413 03/31/2020
     SCHZ26,031$1,413 03/31/2020
APCM Wealth Management for Individuals26,020$1,412 03/31/2020
     SCHZ26,020$1,412 03/31/2020
EP Wealth Advisors LLC25,860$1,403 03/31/2020
     SCHZ25,860$1,403 03/31/2020
Aspiriant LLC25,350$1,375 03/31/2020
     SCHZ25,350$1,375 03/31/2020
Lincoln National Corp25,282$1,372 03/31/2020
     SCHZ25,282$1,372 03/31/2020
ACR Alpine Capital Research LLC24,195$1,313 03/31/2020
     SCHZ24,195$1,313 03/31/2020
Vaughan David Investments LLC IL24,124$1,309 03/31/2020
     SCHZ24,124$1,309 03/31/2020
HBK Sorce Advisory LLC22,888$1,242 03/31/2020
     SCHZ22,888$1,242 03/31/2020
Maltin Wealth Management Inc.22,750$1,235 03/31/2020
     SCHZ22,750$1,235 03/31/2020
HRT Financial LLC22,303$1,210 03/31/2020
     SCHZ22,303$1,210 03/31/2020
Fiduciary Group LLC21,864$1,187 03/31/2020
     SCHZ21,864$1,187 03/31/2020
Perigon Wealth Management LLC21,023$1,168 03/31/2020
     SCHZ21,023$1,168 03/31/2020
SJA Financial Advisory LLC21,435$1,163 03/31/2020
     SCHZ21,435$1,163 03/31/2020
Belpointe Asset Management LLC21,554$1,152 12/31/2019
     SCHZ21,554$1,152 12/31/2019
Advisors Preferred LLC21,061$1,143 03/31/2020
     SCHZ21,061$1,143 03/31/2020
Stockman Wealth Management Inc.20,900$1,134 03/31/2020
     SCHZ20,900$1,134 03/31/2020
Lederer & Associates Investment Counsel CA20,348$1,104 03/31/2020
     SCHZ20,348$1,104 03/31/2020
NBT Bank N A NY20,285$1,101 03/31/2020
     SCHZ20,285$1,101 03/31/2020
BCS Wealth Management20,093$1,090 03/31/2020
     SCHZ20,093$1,090 03/31/2020
Vivaldi Capital Management LLC19,964$1,083 03/31/2020
     SCHZ19,964$1,083 03/31/2020
Boyer & Corporon Wealth Management LLC19,549$1,061 03/31/2020
     SCHZ19,549$1,061 03/31/2020
Koshinski Asset Management Inc.19,547$1,061 03/31/2020
     SCHZ19,547$1,061 03/31/2020
CVA Family Office LLC19,655$1,050 12/31/2019
     SCHZ19,655$1,050 12/31/2019
Tatro Capital LLC19,106$1,037 03/31/2020
     SCHZ19,106$1,037 03/31/2020
Triton Wealth Management PLLC18,290$1,016 03/31/2020
     SCHZ18,290$1,016 03/31/2020
Sowell Financial Services LLC18,637$1,011 03/31/2020
     SCHZ18,637$1,011 03/31/2020
Sage Financial Group Inc.18,616$1,010 03/31/2020
     SCHZ18,616$1,010 03/31/2020
Manchester Financial Inc.18,491$1,004 03/31/2020
     SCHZ18,491$1,004 03/31/2020
Mission Wealth Management LP18,347$996 03/31/2020
     SCHZ18,347$996 03/31/2020
Wade Financial Advisory Inc18,307$994 03/31/2020
     SCHZ18,307$994 03/31/2020
WBH Advisory Inc.18,157$985 03/31/2020
     SCHZ18,157$985 03/31/2020
Resource Planning Group17,863$969 03/31/2020
     SCHZ17,863$969 03/31/2020
BNP Paribas Arbitrage SA17,158$931 03/31/2020
     SCHZ17,158$931 03/31/2020
Advisory Services Network LLC16,803$912 03/31/2020
     SCHZ16,803$912 03/31/2020
Huber Financial Advisors LLC16,798$912 03/31/2020
     SCHZ16,798$912 03/31/2020
Lathrop Investment Management Corp16,473$894 03/31/2020
     SCHZ16,473$894 03/31/2020
Signaturefd LLC16,460$893 03/31/2020
     SCHZ16,460$893 03/31/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC16,065$871 03/31/2020
     SCHZ16,065$871 03/31/2020
Northwestern Mutual Wealth Management Co.16,033$870 03/31/2020
     SCHZ16,033$870 03/31/2020
Taylor Cottrill Erickson & Associates Inc.15,623$848 03/31/2020
     SCHZ15,623$848 03/31/2020
Parallel Advisors LLC15,625$847 03/31/2020
     SCHZ15,625$847 03/31/2020
Market Street Wealth Management Advisors LLC15,512$842 03/31/2020
     SCHZ15,512$842 03/31/2020
RHS Financial LLC15,457$839 03/31/2020
     SCHZ15,457$839 03/31/2020
Lutz Financial Services LLC15,450$838 03/31/2020
     SCHZ15,450$838 03/31/2020
DDD Partners LLC15,069$818 03/31/2020
     SCHZ15,069$818 03/31/2020
Private Advisor Group LLC14,934$811 03/31/2020
     SCHZ14,934$811 03/31/2020
Liberty Capital Management Inc.14,549$790 03/31/2020
     SCHZ14,549$790 03/31/2020
Budros Ruhlin & Roe Inc.14,479$786 03/31/2020
     SCHZ14,479$786 03/31/2020
Zhang Financial LLC14,431$783 03/31/2020
     SCHZ14,431$783 03/31/2020
Total Investment Management Inc.14,367$780 03/31/2020
     SCHZ14,367$780 03/31/2020
Curtis Advisory Group LLC14,299$776 03/31/2020
     SCHZ14,299$776 03/31/2020
Prospera Financial Services Inc13,933$756 03/31/2020
     SCHZ13,933$756 03/31/2020
55I LLC13,613$756 03/31/2020
     SCHZ13,613$756 03/31/2020
Jones Financial Companies Lllp13,834$751 03/31/2020
     SCHZ13,834$751 03/31/2020
Pure Financial Advisors Inc.13,290$721 03/31/2020
     SCHZ13,290$721 03/31/2020
MML Investors Services LLC13,258$720 03/31/2020
     SCHZ13,258$720 03/31/2020
Ackerman Capital Advisors LLC13,475$720 12/31/2019
     SCHZ13,475$720 12/31/2019
Peak Asset Management LLC13,246$719 03/31/2020
     SCHZ13,246$719 03/31/2020
Successful Portfolios LLC13,168$715 03/31/2020
     SCHZ13,168$715 03/31/2020
Sawtooth Solutions LLC12,986$705 03/31/2020
     SCHZ12,986$705 03/31/2020
Homrich & Berg12,995$705 03/31/2020
     SCHZ12,995$705 03/31/2020
Carnegie Capital Asset Management LLC12,929$702 03/31/2020
     SCHZ12,929$702 03/31/2020
Appleton Partners Inc. MA12,756$692 03/31/2020
     SCHZ12,756$692 03/31/2020
Cambridge Advisors Inc.12,680$688 03/31/2020
     SCHZ12,680$688 03/31/2020
One Capital Management LLC12,520$679 03/31/2020
     SCHZ12,520$679 03/31/2020
TrinityPoint Wealth LLC12,475$677 03/31/2020
     SCHZ12,475$677 03/31/2020
Holderness Investments Co.12,450$676 03/31/2020
     SCHZ12,450$676 03/31/2020
Beacon Pointe Wealth Advisors LLC12,571$672 12/31/2019
     SCHZ12,571$672 12/31/2019
REDW Wealth LLC12,370$671 03/31/2020
     SCHZ12,370$671 03/31/2020
Cabot Wealth Management Inc.12,342$670 03/31/2020
     SCHZ12,342$670 03/31/2020
HHM Wealth Advisors LLC12,217$663 03/31/2020
     SCHZ12,217$663 03/31/2020
Cetera Investment Advisers12,045$654 03/31/2020
     SCHZ12,045$654 03/31/2020
361 Capital LLC11,756$638 03/31/2020
     SCHZ11,756$638 03/31/2020
Bedell Frazier Investment Counseling LLC11,399$619 03/31/2020
     SCHZ11,399$619 03/31/2020
Avantax Advisory Services Inc.11,321$616 03/31/2020
     SCHZ11,321$616 03/31/2020
Davis Capital Management11,173$606 03/31/2020
     SCHZ11,173$606 03/31/2020
BSW Wealth Partners10,853$589 03/31/2020
     SCHZ10,853$589 03/31/2020
StrategIQ Financial Group LLC10,723$582 03/31/2020
     SCHZ10,723$582 03/31/2020
Financial Consulate Inc.10,594$575 03/31/2020
     SCHZ10,594$575 03/31/2020
MCF Advisors LLC10,549$572 03/31/2020
     SCHZ10,549$572 03/31/2020
Blue Chip Partners Inc.10,073$547 03/31/2020
     SCHZ10,073$547 03/31/2020
Allen Capital Group LLC10,021$544 03/31/2020
     SCHZ10,021$544 03/31/2020
Hanson & Doremus Investment Management10,002$543 03/31/2020
     SCHZ10,002$543 03/31/2020
IFP Advisors Inc9,947$536 03/31/2020
     SCHZ9,947$536 03/31/2020
Laurel Wealth Advisors Inc.9,770$530 03/31/2020
     SCHZ9,770$530 03/31/2020
Gladstone Institutional Advisory LLC9,644$523 03/31/2020
     SCHZ9,644$523 03/31/2020
Toth Financial Advisory Corp9,618$522 03/31/2020
     SCHZ9,618$522 03/31/2020
Oldfather Financial Services LLC9,285$514 03/31/2020
     SCHZ9,285$514 03/31/2020
BDO Wealth Advisors LLC9,250$502 03/31/2020
     SCHZ9,250$502 03/31/2020
AE Wealth Management LLC9,075$492 03/31/2020
     SCHZ9,075$492 03/31/2020
Financial Life Advisors9,196$491 12/31/2019
     SCHZ9,196$491 12/31/2019
River Wealth Advisors LLC8,943$485 03/31/2020
     SCHZ8,943$485 03/31/2020
Cutler Investment Counsel LLC8,925$484 03/31/2020
     SCHZ8,925$484 03/31/2020
Barry Investment Advisors LLC8,655$470 03/31/2020
     SCHZ8,655$470 03/31/2020
Hoylecohen LLC8,637$469 03/31/2020
     SCHZ8,637$469 03/31/2020
Newport Wealth Strategies Inc.8,250$457 03/31/2020
     SCHZ8,250$457 03/31/2020
Old Port Advisors8,389$455 03/31/2020
     SCHZ8,389$455 03/31/2020
Gs Investments Inc.8,336$452 03/31/2020
     SCHZ8,336$452 03/31/2020
Almanack Investment Partners LLC.8,157$443 03/31/2020
     SCHZ8,157$443 03/31/2020
R. W. Roge & Company Inc.8,147$442 03/31/2020
     SCHZ8,147$442 03/31/2020
Crestwood Advisors Group LLC8,024$435 03/31/2020
     SCHZ8,024$435 03/31/2020
SVB Wealth Advisory Inc.8,014$435 03/31/2020
     SCHZ8,014$435 03/31/2020
Cedar Brook Financial Partners LLC7,971$433 03/31/2020
     SCHZ7,971$433 03/31/2020
Wealthquest Corp8,110$433 12/31/2019
     SCHZ8,110$433 12/31/2019
Western Wealth Management LLC7,751$421 03/31/2020
     SCHZ7,751$421 03/31/2020
Two Sigma Securities LLC7,722$419 03/31/2020
     SCHZ7,722$419 03/31/2020
Quadrant Capital Group LLC7,648$413 03/31/2020
     SCHZ7,648$413 03/31/2020
Diversified Investment Strategies LLC7,510$408 03/31/2020
     SCHZ7,510$408 03/31/2020
Goldman Sachs Group Inc.7,467$405 03/31/2020
     SCHZ7,467$405 03/31/2020
Breiter Capital Management Inc.7,372$400 03/31/2020
     SCHZ7,372$400 03/31/2020
Brighton Jones LLC7,206$391 03/31/2020
     SCHZ7,206$391 03/31/2020
Thrivent Financial for Lutherans7,167$389 03/31/2020
     SCHZ7,167$389 03/31/2020
Quantum Capital Management LLC NJ7,167$389 03/31/2020
     SCHZ7,167$389 03/31/2020
Meridian Wealth Partners LLC7,159$389 03/31/2020
     SCHZ7,159$389 03/31/2020
Stratos Wealth Advisors LLC7,063$383 03/31/2020
     SCHZ7,063$383 03/31/2020
Brand Asset Management Group Inc.7,038$382 03/31/2020
     SCHZ7,038$382 03/31/2020
Covenant Multifamily Offices LLC6,848$372 03/31/2020
     SCHZ6,848$372 03/31/2020
Royal Bank of Canada6,829$371 03/31/2020
     SCHZ6,829$371 03/31/2020
Foothills Asset Management Ltd.6,845$371 03/31/2020
     SCHZ6,845$371 03/31/2020
Access Financial Services Inc.6,840$371 03/31/2020
     SCHZ6,840$371 03/31/2020
Wilbanks Smith & Thomas Asset Management LLC6,787$368 03/31/2020
     SCHZ6,787$368 03/31/2020
EWG Elevate Inc.6,702$364 03/31/2020
     SCHZ6,702$364 03/31/2020
Burt Wealth Advisors6,689$363 03/31/2020
     SCHZ6,689$363 03/31/2020
Ausdal Financial Partners Inc.6,524$363 03/31/2020
     SCHZ6,524$363 03/31/2020
Valicenti Advisory Services Inc.6,647$361 03/31/2020
     SCHZ6,647$361 03/31/2020
Global Retirement Partners LLC6,625$360 03/31/2020
     SCHZ6,625$360 03/31/2020
Sunbelt Securities Inc.6,768$359 03/31/2020
     SCHZ6,768$359 03/31/2020
JPMorgan Chase & Co.6,591$358 03/31/2020
     SCHZ6,591$358 03/31/2020
Prime Capital Investment Advisors LLC6,516$354 03/31/2020
     SCHZ6,516$354 03/31/2020
Alley Co LLC6,453$350 03/31/2020
     SCHZ6,453$350 03/31/2020
Rocky Mountain Advisers LLC6,186$336 03/31/2020
     SCHZ6,186$336 03/31/2020
Black Diamond Financial LLC6,189$336 03/31/2020
     SCHZ6,189$336 03/31/2020
Investors Research Corp6,082$330 03/31/2020
     SCHZ6,082$330 03/31/2020
John W. Brooker & Co. CPAs6,082$330 03/31/2020
     SCHZ6,082$330 03/31/2020
Ambassador Advisors LLC6,053$328 03/31/2020
     SCHZ6,053$328 03/31/2020
Strategic Financial Planning Inc.5,961$324 03/31/2020
     SCHZ5,961$324 03/31/2020
Larson Financial Group LLC5,857$318 03/31/2020
     SCHZ5,857$318 03/31/2020
Domani Wealth LLC5,825$316 03/31/2020
     SCHZ5,825$316 03/31/2020
Stordahl Capital Management Inc.5,679$310 03/31/2020
     SCHZ5,679$310 03/31/2020
Dynamic Advisor Solutions LLC5,672$308 03/31/2020
     SCHZ5,672$308 03/31/2020
Armbruster Capital Management Inc.5,502$299 03/31/2020
     SCHZ5,502$299 03/31/2020
Verity & Verity LLC5,450$296 03/31/2020
     SCHZ5,450$296 03/31/2020
Moneywise Inc.5,437$295 03/31/2020
     SCHZ5,437$295 03/31/2020
Managed Account Services Inc.5,400$294 03/31/2020
     SCHZ5,400$294 03/31/2020
Kelman Lazarov Inc.5,404$293 03/31/2020
     SCHZ5,404$293 03/31/2020
Kays Financial Advisory Corp ADV5,263$286 03/31/2020
     SCHZ5,263$286 03/31/2020
MA Private Wealth5,241$284 03/31/2020
     SCHZ5,241$284 03/31/2020
Harborview Advisors LLC5,212$283 03/31/2020
     SCHZ5,212$283 03/31/2020
XML Financial LLC5,197$282 03/31/2020
     SCHZ5,197$282 03/31/2020
Truvestments Capital LLC5,180$281 03/31/2020
     SCHZ5,180$281 03/31/2020
Rock Point Advisors LLC5,154$280 03/31/2020
     SCHZ5,154$280 03/31/2020
Everett Harris & Co. CA5,150$279 03/31/2020
     SCHZ5,150$279 03/31/2020
Flagship Harbor Advisors LLC4,990$271 03/31/2020
     SCHZ4,990$271 03/31/2020
Sterling Investment Management Inc.4,900$266 03/31/2020
     SCHZ4,900$266 03/31/2020
CRA Financial Services LLC4,864$264 03/31/2020
     SCHZ4,864$264 03/31/2020
Naples Global Advisors LLC4,855$263 03/31/2020
     SCHZ4,855$263 03/31/2020
Parkside Financial Bank & Trust4,817$261 03/31/2020
     SCHZ4,817$261 03/31/2020
Fairview Capital Investment Management LLC4,800$260 03/31/2020
     SCHZ4,800$260 03/31/2020
Cahill Financial Advisors Inc.4,772$259 03/31/2020
     SCHZ4,772$259 03/31/2020
Horan Securities Inc.4,748$258 03/31/2020
     SCHZ4,748$258 03/31/2020
Ameritas Investment Company LLC4,732$257 03/31/2020
     SCHZ4,732$257 03/31/2020
CWM LLC4,731$257 03/31/2020
     SCHZ4,731$257 03/31/2020
Ritholtz Wealth Management4,738$257 03/31/2020
     SCHZ4,738$257 03/31/2020
Emerald Investment Partners LLC4,711$256 03/31/2020
     SCHZ4,711$256 03/31/2020
RBA Wealth Management LLC4,567$248 03/31/2020
     SCHZ4,567$248 03/31/2020
Cetera Advisor Networks LLC4,555$247 03/31/2020
     SCHZ4,555$247 03/31/2020
Red Cedar Capital LLC4,544$247 03/31/2020
     SCHZ4,544$247 03/31/2020
Maple Capital Management Inc.4,542$246 03/31/2020
     SCHZ4,542$246 03/31/2020
Resource Management LLC4,503$244 03/31/2020
     SCHZ4,503$244 03/31/2020
Roof Eidam & Maycock ADV4,470$243 03/31/2020
     SCHZ4,470$243 03/31/2020
NEXT Financial Group Inc4,463$242 03/31/2020
     SCHZ4,463$242 03/31/2020
Pinnacle Associates Ltd.4,429$240 03/31/2020
     SCHZ4,429$240 03/31/2020
Southern Wealth Management LLP4,354$236 03/31/2020
     SCHZ4,354$236 03/31/2020
UMB Bank N A MO4,398$235 12/31/2019
     SCHZ4,398$235 12/31/2019
Foster & Motley Inc.4,315$234 03/31/2020
     SCHZ4,315$234 03/31/2020
Orgel Wealth Management LLC4,291$233 03/31/2020
     SCHZ4,291$233 03/31/2020
Private Capital Management LLC4,262$231 03/31/2020
     SCHZ4,262$231 03/31/2020
Meridian Wealth Management LLC4,247$230 03/31/2020
     SCHZ4,247$230 03/31/2020
Providence Wealth Advisors LLC4,213$230 03/31/2020
     SCHZ4,213$230 03/31/2020
Cedar Mountain Advisors LLC4,243$230 03/31/2020
     SCHZ4,243$230 03/31/2020
Aprio Wealth Management LLC4,232$230 03/31/2020
     SCHZ4,232$230 03/31/2020
Weik Capital Management4,210$228 03/31/2020
     SCHZ4,210$228 03/31/2020
OLD Dominion Capital Management Inc.4,180$227 03/31/2020
     SCHZ4,180$227 03/31/2020
Acorn Wealth Advisors LLC4,159$227 03/31/2020
     SCHZ4,159$227 03/31/2020
Colton Groome Financial Advisors LLC4,190$227 03/31/2020
     SCHZ4,190$227 03/31/2020
Security National Bank of SO Dak4,126$224 03/31/2020
     SCHZ4,126$224 03/31/2020
Ballast Advisors LLC4,084$222 03/31/2020
     SCHZ4,084$222 03/31/2020
Goldstein Munger & Associates4,039$219 03/31/2020
     SCHZ4,039$219 03/31/2020
Integrated Wealth Concepts LLC4,027$219 03/31/2020
     SCHZ4,027$219 03/31/2020
Great Valley Advisor Group Inc.4,043$219 03/31/2020
     SCHZ4,043$219 03/31/2020
IHT Wealth Management LLC4,026$218 03/31/2020
     SCHZ4,026$218 03/31/2020
KCS Wealth Advisory3,982$216 03/31/2020
     SCHZ3,982$216 03/31/2020
Gratus Capital LLC3,932$213 03/31/2020
     SCHZ3,932$213 03/31/2020
Raymond James & Associates3,871$210 03/31/2020
     SCHZ3,871$210 03/31/2020
SignalPoint Asset Management LLC3,875$210 03/31/2020
     SCHZ3,875$210 03/31/2020
Segall Bryant & Hamill LLC3,870$209 03/31/2020
     SCHZ3,870$209 03/31/2020
Financial Advisors LLC3,824$208 03/31/2020
     SCHZ3,824$208 03/31/2020
Rinet Co LLC3,740$203 03/31/2020
     SCHZ3,740$203 03/31/2020
Providence Capital Advisors LLC3,719$202 03/31/2020
     SCHZ3,719$202 03/31/2020
Genesee Capital Advisors LLC3,714$201 03/31/2020
     SCHZ3,714$201 03/31/2020
Aptus Capital Advisors LLC3,555$192 03/31/2020
     SCHZ3,555$192 03/31/2020
Blume Capital Management Inc.3,316$180 03/31/2020
     SCHZ3,316$180 03/31/2020
Front Row Advisors LLC2,916$163 03/31/2020
     SCHZ2,916$163 03/31/2020
Wells Fargo & Company MN2,896$157 03/31/2020
     SCHZ2,896$157 03/31/2020
Glassman Wealth Services2,895$157 03/31/2020
     SCHZ2,895$157 03/31/2020
Valley National Advisers Inc.2,697$146 03/31/2020
     SCHZ2,697$146 03/31/2020
CBIZ Investment Advisory Services LLC2,579$140 03/31/2020
     SCHZ2,579$140 03/31/2020
Legacy Bridge LLC2,565$139 03/31/2020
     SCHZ2,565$139 03/31/2020
Centaurus Financial Inc.2,428$132 03/31/2020
     SCHZ2,428$132 03/31/2020
Filbrandt Wealth Management LLC2,318$126 03/31/2020
     SCHZ2,318$126 03/31/2020
Tower Research Capital LLC TRC 2,200$119 03/31/2020
     SCHZ2,200$119 03/31/2020
Heritage Wealth Advisors2,132$116 03/31/2020
     SCHZ2,132$116 03/31/2020
Granite Investment Partners LLC2,067$114 03/31/2020
     SCHZ2,067$114 03/31/2020
Lakeview Capital Partners LLC2,098$114 03/31/2020
     SCHZ2,098$114 03/31/2020
Townsend Asset Management Corp NC ADV2,091$113 03/31/2020
     SCHZ2,091$113 03/31/2020
Plante Moran Financial Advisors LLC2,028$110 03/31/2020
     SCHZ2,028$110 03/31/2020
FMR LLC1,940$105 03/31/2020
     SCHZ1,940$105 03/31/2020
Capital Analysts LLC1,768$96 03/31/2020
     SCHZ1,768$96 03/31/2020
Anderson Fisher LLC1,523$83 03/31/2020
     SCHZ1,523$83 03/31/2020
First Horizon Advisors Inc.1,452$79 03/31/2020
     SCHZ1,452$79 03/31/2020
Optimum Investment Advisors1,426$77 03/31/2020
     SCHZ1,426$77 03/31/2020
Steward Partners Investment Advisory LLC1,422$77 03/31/2020
     SCHZ1,422$77 03/31/2020
PrairieView Partners LLC1,305$71 03/31/2020
     SCHZ1,305$71 03/31/2020
TCI Wealth Advisors Inc.1,230$67 03/31/2020
     SCHZ1,230$67 03/31/2020
NWK Group Inc.1,164$63 03/31/2020
     SCHZ1,164$63 03/31/2020
Macroview Investment Management LLC1,120$61 03/31/2020
     SCHZ1,120$61 03/31/2020
Versant Capital Management Inc1,121$60 03/31/2020
     SCHZ1,121$60 03/31/2020
Rowland Carmichael Advisors Inc. ADV1,078$59 03/31/2020
     SCHZ1,078$59 03/31/2020
Moisand Fitzgerald Tamayo LLC1,013$55 03/31/2020
     SCHZ1,013$55 03/31/2020
Covington Capital Management984$53 03/31/2020
     SCHZ984$53 03/31/2020
Advisory Alpha LLC954$52 03/31/2020
     SCHZ954$52 03/31/2020
Rosenberg Matthew Hamilton935$51 03/31/2020
     SCHZ935$51 03/31/2020
Penserra Capital Management LLC864$47 03/31/2020
     SCHZ864$47 03/31/2020
Private Ocean LLC721$39 03/31/2020
     SCHZ721$39 03/31/2020
Atticus Wealth Management LLC710$39 03/31/2020
     SCHZ710$39 03/31/2020
MBE Wealth Management LLC696$37 03/31/2020
     SCHZ696$37 03/31/2020
Enterprise Financial Services Corp654$35 03/31/2020
     SCHZ654$35 03/31/2020
Islay Capital Management LLC649$35 03/31/2020
     SCHZ649$35 03/31/2020
Peachtree Investment Partners LLC650$35 03/31/2020
     SCHZ650$35 03/31/2020
Fifth Third Bancorp607$33 03/31/2020
     SCHZ607$33 03/31/2020
Bellevue Asset Management LLC553$31 03/31/2020
     SCHZ553$31 03/31/2020
Column Capital Advisors LLC555$30 03/31/2020
     SCHZ555$30 03/31/2020
Allworth Financial LP517$28 03/31/2020
     SCHZ517$28 03/31/2020
Trustcore Financial Services LLC462$25 03/31/2020
     SCHZ462$25 03/31/2020
Valeo Financial Advisors LLC388$21 03/31/2020
     SCHZ388$21 03/31/2020
Tradewinds Capital Management LLC376$20 03/31/2020
     SCHZ376$20 03/31/2020
Proequities Inc.328$18 03/31/2020
     SCHZ328$18 03/31/2020
Clearstead Advisors LLC326$18 03/31/2020
     SCHZ326$18 03/31/2020
Independence Advisors LLC309$17 03/31/2020
     SCHZ309$17 03/31/2020
Certified Advisory Corp309$17 03/31/2020
     SCHZ309$17 03/31/2020
Bourgeon Capital Management LLC300$16 03/31/2020
     SCHZ300$16 03/31/2020
Cascade Investment Advisors Inc.300$16 03/31/2020
     SCHZ300$16 03/31/2020
Cedar Wealth Management LLC283$15 03/31/2020
     SCHZ283$15 03/31/2020
Carmichael Hill & Associates Inc.270$15 03/31/2020
     SCHZ270$15 03/31/2020
Liberty Wealth Management LLC267$14 03/31/2020
     SCHZ267$14 03/31/2020
Orion Portfolio Solutions LLC261$14 03/31/2020
     SCHZ261$14 03/31/2020
Citigroup Inc.216$12 03/31/2020
     SCHZ216$12 03/31/2020
Stearns Financial Services Group218$12 03/31/2020
     SCHZ218$12 03/31/2020
Gradient Investments LLC205$11 03/31/2020
     SCHZ205$11 03/31/2020
SRS Capital Advisors Inc.196$11 03/31/2020
     SCHZ196$11 03/31/2020
Sonora Investment Management LLC190$10 03/31/2020
     SCHZ190$10 03/31/2020
Hudock Inc.185$10 03/31/2020
     SCHZ185$10 03/31/2020
Huntington National Bank167$9 03/31/2020
     SCHZ167$9 03/31/2020
Elmwood Wealth Management Inc.176$9 03/31/2020
     SCHZ176$9 03/31/2020
Lenox Wealth Management Inc.154$8 03/31/2020
     SCHZ154$8 03/31/2020
Cypress Capital Management LLC WY 150$8 03/31/2020
     SCHZ150$8 03/31/2020
Truewealth LLC145$8 03/31/2020
     SCHZ145$8 03/31/2020
Rockefeller Capital Management L.P.150$8 03/31/2020
     SCHZ150$8 03/31/2020
Mine & Arao Wealth Creation & Management LLC.152$8 03/31/2020
     SCHZ152$8 03/31/2020
Patriot Financial Group Insurance Agency LLC122$7 03/31/2020
     SCHZ122$7 03/31/2020
Clearbridge Investments LLC95$5 03/31/2020
     SCHZ95$5 03/31/2020
Horrell Capital Management Inc.87$5 03/31/2020
     SCHZ87$5 03/31/2020
Financial Enhancement Group LLC100$5 03/31/2020
     SCHZ100$5 03/31/2020
Center for Financial Planning Inc.98$5 03/31/2020
     SCHZ98$5 03/31/2020
FinTrust Capital Advisors LLC68$4 03/31/2020
     SCHZ68$4 03/31/2020
HCR Wealth Advisors66$4 03/31/2020
     SCHZ66$4 03/31/2020
Westside Investment Management Inc.67$3 03/31/2020
     SCHZ67$3 03/31/2020
JNBA Financial Advisors50$3 03/31/2020
     SCHZ50$3 03/31/2020
St. Johns Investment Management Company LLC54$3 03/31/2020
     SCHZ54$3 03/31/2020
Ironwood Financial llc58$3 03/31/2020
     SCHZ58$3 03/31/2020
AlphaCore Capital LLC60$3 03/31/2020
     SCHZ60$3 03/31/2020
Selective Wealth Management Inc.62$3 03/31/2020
     SCHZ62$3 03/31/2020
Mark Sheptoff Financial Planning LLC37$2 03/31/2020
     SCHZ37$2 03/31/2020
Capital Asset Advisory Services LLC35$2 03/31/2020
     SCHZ35$2 03/31/2020
Red Door Wealth Management LLC50$2 03/31/2020
     SCHZ50$2 03/31/2020
Firestone Capital Management30$2 03/31/2020
     SCHZ30$2 03/31/2020
Capital Advisory Group Advisory Services LLC31$2 03/31/2020
     SCHZ31$2 03/31/2020
Benjamin F. Edwards & Company Inc.20$1 03/31/2020
     SCHZ20$1 03/31/2020
US Bancorp DE1$0 03/31/2020
     SCHZ1$0 03/31/2020
Sofos Investments Inc.969$0 03/31/2020
     SCHZ969$0 03/31/2020
Savior LLC1$0 03/31/2020
     SCHZ1$0 03/31/2020

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

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