HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing SCHB Share Count | ||||
| Phocas Financial Corp. | 6,960 | 13,920 | +6,960 | +100.00% |
| Genesee Capital Advisors LLC | 341,857 | 495,222 | +153,365 | +44.86% |
| West Coast Financial LLC | 14,150 | 19,450 | +5,300 | +37.46% |
| McAdam LLC | 13,173 | 16,627 | +3,454 | +26.22% |
| Brooklyn FI LLC | 85,681 | 103,827 | +18,146 | +21.18% |
| Compass Financial Group INC SD | 543,789 | 655,883 | +112,094 | +20.61% |
| Everett Harris & Co. CA | 3,800 | 4,550 | +750 | +19.74% |
| Transform Wealth LLC | 166,744 | 198,218 | +31,474 | +18.88% |
| Thrive Wealth Management LLC | 18,430 | 21,669 | +3,239 | +17.57% |
| Wealthcare Advisory Partners LLC | 59,176 | 68,058 | +8,882 | +15.01% |
| Sunburst Financial Group LLC | 432,616 | 490,435 | +57,819 | +13.36% |
| Raymond James & Associates | 152,912 | 172,438 | +19,526 | +12.77% |
| Foster Group Inc. | 29,123 | 32,793 | +3,670 | +12.60% |
| Kingswood Wealth Advisors LLC | 17,828 | 19,969 | +2,141 | +12.01% |
| Abacus Planning Group Inc. | 9,472 | 10,599 | +1,127 | +11.90% |
| OneAscent Wealth Management LLC | 5,984 | 6,674 | +690 | +11.53% |
| Donaldson Capital Management LLC | 33,310 | 37,038 | +3,728 | +11.19% |
| Papp L Roy & Associates | 42,901 | 47,411 | +4,510 | +10.51% |
| Benchmark Wealth Management LLC | 52,653 | 57,691 | +5,038 | +9.57% |
| CWM LLC | 104,646 | 114,333 | +9,687 | +9.26% |
| FirstPurpose Wealth LLC | 9,590 | 10,438 | +848 | +8.84% |
| Rappaport Reiches Capital Management LLC | 59,004 | 63,888 | +4,884 | +8.28% |
| Nicholas Hoffman & Company LLC. | 21,639 | 23,353 | +1,714 | +7.92% |
| WBH Advisory Inc. | 556,907 | 600,272 | +43,365 | +7.79% |
| Exchange Capital Management Inc. | 15,249 | 16,410 | +1,161 | +7.61% |
| Richardson Capital Management LLC | 2,233 | 2,401 | +168 | +7.52% |
| Mayfair Advisory Group LLC | 16,197 | 17,394 | +1,197 | +7.39% |
| Valley National Advisers Inc. | 325,695 | 349,714 | +24,019 | +7.37% |
| JJJ Advisors Inc. | 12,038 | 12,898 | +860 | +7.14% |
| Smith & Howard Wealth Management LLC | 22,187 | 23,657 | +1,470 | +6.63% |
| Sharkey Howes & Javer | 135,648 | 144,336 | +8,688 | +6.40% |
| Brookstone Capital Management | 45,811 | 48,526 | +2,715 | +5.93% |
| Platte River Wealth Advisors LLC | 12,947 | 13,708 | +761 | +5.88% |
| BKD Wealth Advisors LLC | 1,618,053 | 1,709,132 | +91,079 | +5.63% |
| Foster & Motley Inc. | 9,793 | 10,307 | +514 | +5.25% |
| Burt Wealth Advisors | 5,784 | 6,080 | +296 | +5.12% |
| Myecfo LLC | 720,615 | 753,025 | +32,410 | +4.50% |
| Atlas Capital Advisors LLC | 53,560 | 55,858 | +2,298 | +4.29% |
| Manchester Financial Inc. | 779,515 | 812,712 | +33,197 | +4.26% |
| Park Avenue Securities LLC | 12,016 | 12,515 | +499 | +4.15% |
| Garrett Investment Advisors LLC | 40,521 | 42,190 | +1,669 | +4.12% |
| LexAurum Advisors LLC | 3,650 | 3,800 | +150 | +4.11% |
| Main Street Financial Solutions LLC | 112,141 | 116,105 | +3,964 | +3.53% |
| Fifth Third Bancorp | 14,942 | 15,450 | +508 | +3.40% |
| Carret Asset Management LLC | 37,051 | 38,210 | +1,159 | +3.13% |
| Stratos Wealth Partners LTD. | 7,057 | 7,263 | +206 | +2.92% |
| CRA Financial Services LLC | 52,378 | 53,835 | +1,457 | +2.78% |
| Burkett Financial Services LLC | 10,833 | 11,121 | +288 | +2.66% |
| Juncture Wealth Strategies LLC | 242,426 | 248,818 | +6,392 | +2.64% |
| Legacy Financial Strategies LLC | 581,452 | 595,669 | +14,217 | +2.45% |
| Shilanski & Associates Inc. | 358,930 | 367,491 | +8,561 | +2.39% |
| Kohmann Bosshard Financial Services LLC | 51,276 | 52,474 | +1,198 | +2.34% |
| Global Retirement Partners LLC | 42,560 | 43,539 | +979 | +2.30% |
| Peak Financial Management Inc. | 128,911 | 131,734 | +2,823 | +2.19% |
| Panoramic Investment Advisors LLC | 25,055 | 25,588 | +533 | +2.13% |
| Bouchey Financial Group Ltd | 2,393,274 | 2,440,675 | +47,401 | +1.98% |
| Stony Point Wealth Management Inc. | 6,006 | 6,117 | +111 | +1.85% |
| Davis Capital Management | 204,415 | 207,888 | +3,473 | +1.70% |
| TruWealth Advisors LLC | 147,208 | 149,707 | +2,499 | +1.70% |
| Successful Portfolios LLC | 70,982 | 72,132 | +1,150 | +1.62% |
| Ehrlich Financial Group | 4,158 | 4,208 | +50 | +1.20% |
| Hanson & Doremus Investment Management | 1,898,783 | 1,921,202 | +22,419 | +1.18% |
| Gradient Capital Advisors LLC | 25,932 | 26,236 | +304 | +1.17% |
| Gleason Group Inc. | 29,678 | 30,020 | +342 | +1.15% |
| Ausdal Financial Partners Inc. | 35,308 | 35,680 | +372 | +1.05% |
| RHS Financial LLC | 138,416 | 139,716 | +1,300 | +0.94% |
| Winthrop Advisory Group LLC | 387,958 | 391,508 | +3,550 | +0.92% |
| Rebalance LLC | 3,569,637 | 3,600,779 | +31,142 | +0.87% |
| Buckingham Capital Management Inc. | 535,727 | 540,109 | +4,382 | +0.82% |
| Hendershot Investments Inc. | 27,877 | 28,063 | +186 | +0.67% |
| Perennial Advisors LLC | 9,947 | 10,011 | +64 | +0.64% |
| HT Partners LLC | 2,219,601 | 2,232,927 | +13,326 | +0.60% |
| John W. Brooker & Co. CPAs | 47,236 | 47,509 | +273 | +0.58% |
| Bfsg LLC | 742 | 746 | +4 | +0.54% |
| DHJJ Financial Advisors Ltd. | 45,273 | 45,493 | +220 | +0.49% |
| Morton Brown Family Wealth LLC | 1,041,531 | 1,046,435 | +4,904 | +0.47% |
| American Financial Advisors LLC | 5,203 | 5,226 | +23 | +0.44% |
| Financial Perspectives Inc | 235 | 236 | +1 | +0.43% |
| Great Waters Wealth Management | 37,465 | 37,623 | +158 | +0.42% |
| Shepherd Financial Partners LLC | 5,894 | 5,912 | +18 | +0.31% |
| Midwest Financial Group LLC | 15,253 | 15,300 | +47 | +0.31% |
| Whitaker Myers Wealth Managers LTD. | 15,784 | 15,833 | +49 | +0.31% |
| Versant Capital Management Inc | 4,813 | 4,827 | +14 | +0.29% |
| Jeppson Wealth Management LLC | 8,230 | 8,254 | +24 | +0.29% |
| Blossom Wealth Management | 24,085 | 24,156 | +71 | +0.29% |
| Private Ocean LLC | 5,768 | 5,784 | +16 | +0.28% |
| Red Door Wealth Management LLC | 80,791 | 81,020 | +229 | +0.28% |
| Financial Synergies Wealth Advisors Inc. | 5,232 | 5,245 | +13 | +0.25% |
| Hengehold Capital Management LLC | 3,015,692 | 3,021,902 | +6,210 | +0.21% |
| Firethorn Wealth Partners LLC | 17,863 | 17,900 | +37 | +0.21% |
| Total Investment Management Inc. | 7,859 | 7,875 | +16 | +0.20% |
| Twele Capital Management Inc. | 10,034 | 10,053 | +19 | +0.19% |
| Barrett & Company Inc. | 13,745 | 13,767 | +22 | +0.16% |
| Elwood & Goetz Wealth Advisory Group LLC | 19,010 | 19,037 | +27 | +0.14% |
| Cambridge Advisors Inc. | 46,825 | 46,884 | +59 | +0.13% |
| Fragasso Group Inc. | 4,629 | 4,633 | +4 | +0.09% |
| Cedar Brook Financial Partners LLC | 11,012 | 11,022 | +10 | +0.09% |
| Evanson Asset Management LLC | 11,078 | 11,087 | +9 | +0.08% |
| Iron Financial LLC | 8,285 | 8,291 | +6 | +0.07% |
| waypoint wealth counsel | 33,857 | 33,880 | +23 | +0.07% |
| Mason & Associates Inc | 14,568 | 14,575 | +7 | +0.05% |
| Wedmont Private Capital | 3,733 | 3,734 | +1 | +0.03% |
| Planning Center Inc. | 7,355 | 7,357 | +2 | +0.03% |
| Total Clarity Wealth Management Inc. | 5,466 | 5,467 | +1 | +0.02% |
| Altus Wealth Management LLC | 9,829 | 9,830 | +1 | +0.01% |
| Skyline Advisors Inc. | 33,480 | 33,483 | +3 | +0.01% |
| Five Oceans Advisors | 145,556 | 145,562 | +6 | +0.00% |
| 13F Filers Reporting New Positions In SCHB | ||||
| Insight Financial Services | 0 | 0 | UNCH | 100% |
| Woodmont Investment Counsel LLC | 0 | 1,996 | +1,996 | +100% |
| Northwest Investment Counselors LLC | 0 | 1,043 | +1,043 | +100% |
| Diversified Trust Co | 0 | 11,576 | +11,576 | +100% |
| Asset Allocation & Management Company LLC | 0 | 6,760 | +6,760 | +100% |
| Financial Designs Corp | 0 | 47,051 | +47,051 | +100% |
| Colorado Capital Management Inc. | 0 | 14,265 | +14,265 | +100% |
| Summit Trail Advisors LLC | 0 | 16,632 | +16,632 | +100% |
| Ellenbecker Investment Group | 0 | 3,824 | +3,824 | +100% |
| Selective Wealth Management Inc. | 0 | 24,953 | +24,953 | +100% |
| Coastal Investment Advisors Inc. | 0 | 728 | +728 | +100% |
| ACT Wealth Management LLC | 0 | 3,508 | +3,508 | +100% |
| Berger Financial Group Inc | 0 | 5,596 | +5,596 | +100% |
| Soundmark Wealth Management LLC | 0 | 27,499 | +27,499 | +100% |
| Strategic Financial Concepts LLC | 0 | 74,399 | +74,399 | +100% |
| New Perspectives Inc | 0 | 4,363 | +4,363 | +100% |
| Redmont Wealth Advisors LLC | 0 | 7 | +7 | +100% |
| Retireful LLC | 0 | 9,075 | +9,075 | +100% |
| PFG Investments LLC | 0 | 3,477 | +3,477 | +100% |
| Rockwood Wealth Management LLC | 0 | 8,120 | +8,120 | +100% |
| Clarity Capital Advisors LLC | 0 | 3,340 | +3,340 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Salem Investment Counselors Inc. | 42,101 | 42,101 | UNCH | 0.00% |
| Moseley Investment Management Inc. | 5,492 | 5,492 | UNCH | 0.00% |
| Tompkins Financial Corp | 2,178 | 2,178 | UNCH | 0.00% |
| Optimum Investment Advisors | 5,064 | 5,064 | UNCH | 0.00% |
| Amarillo National Bank | 4,244 | 4,244 | UNCH | 0.00% |
| Albion Financial Group UT | 420 | 420 | UNCH | 0.00% |
| Peoples Financial Services CORP. | 2,300 | 2,300 | UNCH | 0.00% |
| WASHINGTON TRUST Co | 188 | 188 | UNCH | 0.00% |
| Massmutual Trust Co. FSB ADV | 13,375 | 13,375 | UNCH | 0.00% |
| Chesley Taft & Associates LLC | 18,565 | 18,565 | UNCH | 0.00% |
| Bangor Savings Bank | 170 | 170 | UNCH | 0.00% |
| Morris Financial Concepts Inc. | 6,650 | 6,650 | UNCH | 0.00% |
| First National Bank of Mount Dora Trust Investment Services | 27,313 | 27,313 | UNCH | 0.00% |
| Aspiriant LLC | 24,784 | 24,784 | UNCH | 0.00% |
| Wealthcare Capital Management LLC | 9,692 | 9,692 | UNCH | 0.00% |
| United Asset Strategies Inc. | 6,000 | 6,000 | UNCH | 0.00% |
| Aviance Capital Partners LLC | 8,695 | 8,695 | UNCH | 0.00% |
| Capital Advisors Ltd. LLC | 14,071 | 14,071 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 2,306 | 2,306 | UNCH | 0.00% |
| Capital Insight Partners LLC | 4,406 | 4,406 | UNCH | 0.00% |
| Venturi Wealth Management LLC | 1,627 | 1,627 | UNCH | 0.00% |
| Pinnacle Bank | 6,260 | 6,260 | UNCH | 0.00% |
| Northwest Capital Management Inc | 24,764 | 24,764 | UNCH | 0.00% |
| Essex Savings Bank | 7,561 | 7,561 | UNCH | 0.00% |
| VERITY Wealth Advisors | 18,696 | 18,696 | UNCH | 0.00% |
| KMG Fiduciary Partners LLC | 14,602 | 14,602 | UNCH | 0.00% |
| UMA Financial Services Inc. | 7,404 | 7,404 | UNCH | 0.00% |
| Aurora Investment Managers LLC. | 4,186 | 4,186 | UNCH | 0.00% |
| Cedar Mountain Advisors LLC | 106 | 106 | UNCH | 0.00% |
| Walkner Condon Financial Advisors LLC | 6,898 | 6,898 | UNCH | 0.00% |
| West Financial Advisors LLC | 8,853 | 8,853 | UNCH | 0.00% |
| Robbins Farley LLC | 246 | 246 | UNCH | 0.00% |
| Maryland Capital Advisors Inc. | 417 | 417 | UNCH | 0.00% |
| SJS Investment Consulting Inc. | 2,755 | 2,755 | UNCH | 0.00% |
| OLIO Financial Planning | 9,873 | 9,873 | UNCH | 0.00% |
| BetterWealth LLC | 7,161 | 7,161 | UNCH | 0.00% |
| Global Wealth Strategies & Associates | 355 | 355 | UNCH | 0.00% |
| Bill Few Associates Inc. | 5,324 | 5,324 | UNCH | 0.00% |
| Aletheian Wealth Advisors LLC | 11,379 | 11,379 | UNCH | 0.00% |
| Waycross Investment Management Co | 13,552 | 13,552 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 5,000 | 5,000 | UNCH | 0.00% |
| Creative Capital Management Investments LLC | 3,934 | 3,934 | UNCH | 0.00% |
| Shira Ridge Wealth Management | 7,038 | 7,038 | UNCH | 0.00% |
| Arlington Trust Co LLC | 6 | 6 | UNCH | 0.00% |
| Precedent Wealth Partners LLC | 3,974 | 3,974 | UNCH | 0.00% |
| Traveka Wealth LLC | 14,936 | 14,936 | UNCH | 0.00% |
| Wetzel Investment Advisors Inc. | 2,600 | 2,600 | UNCH | 0.00% |
| 13F Filers Decreasing SCHB Share Count | ||||
| Sound Income Strategies LLC | 632 | 10 | -622 | -98.42% |
| Gradient Investments LLC | 384 | 10 | -374 | -97.40% |
| Alpha Cubed Investments LLC | 68,511 | 3,506 | -65,005 | -94.88% |
| Hexagon Capital Partners LLC | 132 | 40 | -92 | -69.70% |
| AdvisorNet Financial Inc | 31,412 | 10,784 | -20,628 | -65.67% |
| CX Institutional | 38,713 | 13,764 | -24,949 | -64.45% |
| Pacifica Partners Inc. | 2,360 | 1,000 | -1,360 | -57.63% |
| Sage Mountain Advisors LLC | 159 | 71 | -88 | -55.35% |
| Annapolis Financial Services LLC | 393 | 204 | -189 | -48.09% |
| Spectrum Asset Management Inc. NB CA | 71,736 | 37,402 | -34,334 | -47.86% |
| James J. Burns & Company LLC | 234,228 | 156,485 | -77,743 | -33.19% |
| Richard P Slaughter Associates Inc | 8,907 | 6,226 | -2,681 | -30.10% |
| Regions Financial Corp | 8,392 | 6,017 | -2,375 | -28.30% |
| Apella Capital LLC | 6,706 | 4,892 | -1,814 | -27.05% |
| Disciplined Investments LLC | 27,034 | 20,624 | -6,410 | -23.71% |
| EWG Elevate Inc. | 192,921 | 150,738 | -42,183 | -21.87% |
| Capital Investment Advisors LLC | 4,888 | 3,865 | -1,023 | -20.93% |
| Worth Asset Management LLC | 9,931 | 7,888 | -2,043 | -20.57% |
| Market Street Wealth Management Advisors LLC | 4,684 | 3,917 | -767 | -16.37% |
| Fiduciary Alliance LLC | 4,770 | 4,043 | -727 | -15.24% |
| Fort Pitt Capital Group LLC | 66,269 | 58,190 | -8,079 | -12.19% |
| FF Advisors LLC | 12,431 | 10,936 | -1,495 | -12.03% |
| Carolina Wealth Advisors LLC | 5,392 | 4,775 | -617 | -11.44% |
| OneAscent Financial Services LLC | 78,843 | 70,226 | -8,617 | -10.93% |
| Financial Consulate Inc. | 47,041 | 42,339 | -4,702 | -10.00% |
| Pflug Koory LLC | 4,636 | 4,192 | -444 | -9.58% |
| Legacy Wealth Management Inc | 15,906 | 14,398 | -1,508 | -9.48% |
| Miracle Mile Advisors LLC | 20,648 | 18,737 | -1,911 | -9.26% |
| Monterey Private Wealth Inc. | 8,014 | 7,278 | -736 | -9.18% |
| APCM Wealth Management for Individuals | 8,723 | 7,994 | -729 | -8.36% |
| D. B. Root & Company LLC | 169,885 | 155,774 | -14,111 | -8.31% |
| Godsey & Gibb Associates | 764 | 701 | -63 | -8.25% |
| Appleton Partners Inc. MA | 6,897 | 6,335 | -562 | -8.15% |
| AMI Investment Management Inc. | 40,040 | 36,859 | -3,181 | -7.94% |
| Liberty Capital Management Inc. | 123,177 | 114,037 | -9,140 | -7.42% |
| Baldwin Brothers Inc. MA | 5,940 | 5,515 | -425 | -7.15% |
| Tlwm | 10,937 | 10,174 | -763 | -6.98% |
| Clarity Wealth Advisors LLC | 9,435 | 8,832 | -603 | -6.39% |
| Annex Advisory Services LLC | 11,210 | 10,514 | -696 | -6.21% |
| Signature Resources Capital Management LLC | 25,855 | 24,271 | -1,584 | -6.13% |
| Cypress Wealth Services LLC | 4,151 | 3,904 | -247 | -5.95% |
| Boltwood Capital Management | 47,635 | 44,910 | -2,725 | -5.72% |
| Red Tortoise LLC | 42,813 | 40,424 | -2,389 | -5.58% |
| Twelve Points Wealth Management LLC | 17,916 | 16,963 | -953 | -5.32% |
| Game Plan Financial Advisors LLC | 54,023 | 51,206 | -2,817 | -5.21% |
| Stockman Wealth Management Inc. | 14,230 | 13,501 | -729 | -5.12% |
| Private Capital Management LLC | 45,289 | 43,127 | -2,162 | -4.77% |
| Asset Dedication LLC | 67,817 | 64,667 | -3,150 | -4.64% |
| GSG Advisors LLC | 334,561 | 319,163 | -15,398 | -4.60% |
| BSW Wealth Partners | 31,523 | 30,106 | -1,417 | -4.50% |
| Muirfield Wealth Advisors LLC | 14,563 | 13,934 | -629 | -4.32% |
| Mather Group LLC. | 44,778 | 42,960 | -1,818 | -4.06% |
| CVA Family Office LLC | 104,299 | 100,107 | -4,192 | -4.02% |
| TAP Consulting LLC | 40,199 | 38,609 | -1,590 | -3.96% |
| Evensky & Katz LLC | 3,533,985 | 3,395,015 | -138,970 | -3.93% |
| Wealthfront Advisers LLC | 22,788,319 | 21,898,621 | -889,698 | -3.90% |
| Strategic Financial Planning Inc. | 339,229 | 326,239 | -12,990 | -3.83% |
| Alpha Omega Wealth Management LLC | 80,523 | 77,453 | -3,070 | -3.81% |
| CAP Partners LLC | 14,541 | 13,989 | -552 | -3.80% |
| Pachira Investments Inc. | 4,236 | 4,075 | -161 | -3.80% |
| Oxinas Partners Wealth Management LLC | 4,019 | 3,869 | -150 | -3.73% |
| Retirement Planning Group | 2,154,977 | 2,076,056 | -78,921 | -3.66% |
| West Paces Advisors Inc. | 38,086 | 36,701 | -1,385 | -3.64% |
| Noble Family Wealth LLC | 7,876 | 7,593 | -283 | -3.59% |
| Cordant Inc. | 70,790 | 68,319 | -2,471 | -3.49% |
| Patriot Investment Management Inc. | 408,385 | 394,810 | -13,575 | -3.32% |
| Curbstone Financial Management Corp | 121,718 | 117,864 | -3,854 | -3.17% |
| MCF Advisors LLC | 11,862 | 11,492 | -370 | -3.12% |
| Moisand Fitzgerald Tamayo LLC | 3,544 | 3,439 | -105 | -2.96% |
| Triangle Securities Wealth Management | 35,601 | 34,546 | -1,055 | -2.96% |
| Stonegate Investment Group LLC | 10,007 | 9,712 | -295 | -2.95% |
| Wynn Capital LLC | 275,400 | 267,598 | -7,802 | -2.83% |
| BCS Wealth Management | 40,393 | 39,328 | -1,065 | -2.64% |
| Raymond James Financial Services Advisors Inc. | 143,990 | 140,306 | -3,684 | -2.56% |
| Roble Belko & Company Inc | 275,123 | 268,242 | -6,881 | -2.50% |
| Unique Wealth LLC | 8,991 | 8,767 | -224 | -2.49% |
| Strategic Equity Management | 6,809 | 6,641 | -168 | -2.47% |
| ZRC Wealth Management LLC | 47,234 | 46,070 | -1,164 | -2.46% |
| BKA Wealth Consulting Inc. | 4,777 | 4,671 | -106 | -2.22% |
| Planning Alternatives Ltd. ADV | 59,616 | 58,349 | -1,267 | -2.13% |
| Valeo Financial Advisors LLC | 4,523 | 4,430 | -93 | -2.06% |
| Strategic Advisors LLC | 372,507 | 365,118 | -7,389 | -1.98% |
| SeaCrest Wealth Management LLC | 84,265 | 82,653 | -1,612 | -1.91% |
| Whitener Capital Management Inc. | 83,916 | 82,340 | -1,576 | -1.88% |
| Simon Quick Advisors LLC | 15,111 | 14,834 | -277 | -1.83% |
| Spinnaker Investment Group LLC | 217,307 | 213,392 | -3,915 | -1.80% |
| Financial Management Professionals Inc. | 45,124 | 44,351 | -773 | -1.71% |
| Ballentine Partners LLC | 1,118,226 | 1,100,496 | -17,730 | -1.59% |
| Modus Advisors LLC | 26,555 | 26,136 | -419 | -1.58% |
| MADDEN SECURITIES Corp | 15,461 | 15,245 | -216 | -1.40% |
| Legacy Private Trust Co. | 489,479 | 482,623 | -6,856 | -1.40% |
| Beacon Wealthcare LLC | 162,768 | 160,583 | -2,185 | -1.34% |
| Wealth Enhancement Advisory Services LLC | 528,604 | 521,518 | -7,086 | -1.34% |
| BNC Wealth Management LLC | 23,461 | 23,212 | -249 | -1.06% |
| Rosenberg Matthew Hamilton | 70,372 | 69,626 | -746 | -1.06% |
| Jacobs & Co. CA | 5,643 | 5,583 | -60 | -1.06% |
| AHL Investment Management Inc. | 77,817 | 77,087 | -730 | -0.94% |
| Compass Ion Advisors LLC | 59,496 | 58,941 | -555 | -0.93% |
| Physician Wealth Solutions Inc. | 17,355 | 17,218 | -137 | -0.79% |
| Pure Financial Advisors Inc. | 30,901 | 30,690 | -211 | -0.68% |
| Dynamic Advisor Solutions LLC | 9,699 | 9,635 | -64 | -0.66% |
| Exchange Bank | 26,163 | 26,000 | -163 | -0.62% |
| Kiley Juergens Wealth Management LLC | 59,671 | 59,312 | -359 | -0.60% |
| Ironwood Financial llc | 10,922 | 10,860 | -62 | -0.57% |
| Seed Wealth Management Inc. | 73,461 | 73,061 | -400 | -0.54% |
| RVW Wealth LLC | 42,986 | 42,782 | -204 | -0.47% |
| Ironwood Wealth Management LLC. | 59,230 | 58,971 | -259 | -0.44% |
| DB Fitzpatrick & Co Inc | 2,771 | 2,759 | -12 | -0.43% |
| Seaside Wealth Management Inc. | 48,527 | 48,324 | -203 | -0.42% |
| Lincoln Capital Corp | 36,658 | 36,504 | -154 | -0.42% |
| RTD Financial Advisors Inc. | 50,980 | 50,773 | -207 | -0.41% |
| Grimes & Company Inc. | 11,780 | 11,733 | -47 | -0.40% |
| S.A. Mason LLC | 23,174 | 23,104 | -70 | -0.30% |
| Revolve Wealth Partners LLC | 7,252 | 7,241 | -11 | -0.15% |
| Valicenti Advisory Services Inc. | 187,534 | 187,300 | -234 | -0.12% |
| Sovereign Financial Group Inc. | 7,168 | 7,161 | -7 | -0.10% |
| NBC Securities Inc. | 7,979 | 7,971 | -8 | -0.10% |
| First National Corp MA ADV | 475,143 | 474,726 | -417 | -0.09% |
| Altfest L J & Co. Inc. | 91,893 | 91,849 | -44 | -0.05% |
| 13F Filers Exiting SCHB | ||||
| BKM Wealth Management LLC | 730 | 0 | -730 | -100.00% |
| McGlone Suttner Wealth Management Inc. | 206 | 0 | -206 | -100.00% |
| Sterling Group Wealth Management LLC | 10,145 | 0 | -10,145 | -100.00% |
| Tennessee Valley Asset Management Partners | 6 | 0 | -6 | -100.00% |
| Advisor Resource Council | 12,932 | 0 | -12,932 | -100.00% |
| International Assets Investment Management LLC | 147,804 | 0 | -147,804 | -100.00% |
| Columbia Advisory Partners LLC | 7,719 | 0 | -7,719 | -100.00% |
| Charles Schwab Trust Co | 4,190 | 0 | -4,190 | -100.00% |
| Eagle Capital Management LLC LA | 32,392 | 0 | -32,392 | -100.00% |
| Carlson Capital Management | 8,522 | 0 | -8,522 | -100.00% |
| Indiana Trust & Investment Management CO | 842 | 0 | -842 | -100.00% |
| Arcadia Investment Management Corp MI | 12 | 0 | -12 | -100.00% |
See Summary: Institutional Holders of SCHB
See Details: Top 10 Hedge Funds Holding SCHB
