HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing SCHE Share Count | ||||
| Tradewinds Capital Management LLC | 997 | 3,134 | +2,137 | +214.34% |
| Voisard Asset Management Group Inc. | 11,727 | 30,079 | +18,352 | +156.49% |
| Financial Management Professionals Inc. | 294 | 515 | +221 | +75.17% |
| Richardson Capital Management LLC | 7,341 | 11,985 | +4,644 | +63.26% |
| Orgel Wealth Management LLC | 911,132 | 1,443,872 | +532,740 | +58.47% |
| Appleton Partners Inc. MA | 12,247 | 17,405 | +5,158 | +42.12% |
| FF Advisors LLC | 16,580 | 22,758 | +6,178 | +37.26% |
| Von Berge Wealth Management Group LLC | 54,616 | 73,917 | +19,301 | +35.34% |
| Kowal Investment Group LLC | 47,755 | 64,447 | +16,692 | +34.95% |
| Sunbelt Securities Inc. | 79,549 | 102,184 | +22,635 | +28.45% |
| Wealthfront Advisers LLC | 10,192 | 12,574 | +2,382 | +23.37% |
| Foster Group Inc. | 33,949 | 41,602 | +7,653 | +22.54% |
| Allen Capital Group LLC | 32,931 | 40,254 | +7,323 | +22.24% |
| Charles Schwab Trust Co | 368,594 | 443,597 | +75,003 | +20.35% |
| Capital Planning LLC | 14,058 | 16,803 | +2,745 | +19.53% |
| JJJ Advisors Inc. | 25,167 | 29,957 | +4,790 | +19.03% |
| Howard Financial Services LTD. | 67,685 | 78,000 | +10,315 | +15.24% |
| APCM Wealth Management for Individuals | 20,018 | 22,973 | +2,955 | +14.76% |
| Atlas Capital Advisors LLC | 16,271 | 18,277 | +2,006 | +12.33% |
| Game Plan Financial Advisors LLC | 950 | 1,050 | +100 | +10.53% |
| Stratos Wealth Advisors LLC | 12,623 | 13,822 | +1,199 | +9.50% |
| MorganRosel Wealth Management LLC | 284,330 | 311,076 | +26,746 | +9.41% |
| Carolina Wealth Advisors LLC | 35,377 | 38,578 | +3,201 | +9.05% |
| Valeo Financial Advisors LLC | 12,437 | 13,557 | +1,120 | +9.01% |
| WBH Advisory Inc. | 155,962 | 167,996 | +12,034 | +7.72% |
| Retirement Planning Group | 23,226 | 24,985 | +1,759 | +7.57% |
| Richard P Slaughter Associates Inc | 9,866 | 10,612 | +746 | +7.56% |
| Apeiron RIA LLC | 11,636 | 12,470 | +834 | +7.17% |
| Foster & Motley Inc. | 36,495 | 38,758 | +2,263 | +6.20% |
| Ausdal Financial Partners Inc. | 84,735 | 89,715 | +4,980 | +5.88% |
| FIDELIS iM LLC | 110,601 | 116,404 | +5,803 | +5.25% |
| Ignite Planners LLC | 31,005 | 32,460 | +1,455 | +4.69% |
| Twele Capital Management Inc. | 8,174 | 8,539 | +365 | +4.47% |
| Boltwood Capital Management | 245,455 | 255,775 | +10,320 | +4.20% |
| Kiley Juergens Wealth Management LLC | 31,275 | 32,499 | +1,224 | +3.91% |
| Thompson Investment Management Inc. | 52,639 | 54,624 | +1,985 | +3.77% |
| Buckingham Capital Management Inc. | 241,685 | 250,351 | +8,666 | +3.59% |
| Bourgeon Capital Management LLC | 18,147 | 18,784 | +637 | +3.51% |
| Omega Financial Group LLC | 124,953 | 129,144 | +4,191 | +3.35% |
| Noble Family Wealth LLC | 45,561 | 47,000 | +1,439 | +3.16% |
| Tempus Wealth Planning LLC | 19,239 | 19,836 | +597 | +3.10% |
| Valley National Advisers Inc. | 364,895 | 376,152 | +11,257 | +3.08% |
| Cornerstone Wealth Advisors Inc. | 202,391 | 207,970 | +5,579 | +2.76% |
| Brookstone Capital Management | 16,716 | 17,125 | +409 | +2.45% |
| Wedmont Private Capital | 284,574 | 291,067 | +6,493 | +2.28% |
| Courage Miller Partners LLC | 218,024 | 221,089 | +3,065 | +1.41% |
| Asset Dedication LLC | 28,083 | 28,463 | +380 | +1.35% |
| Patriot Investment Management Inc. | 181,256 | 182,570 | +1,314 | +0.72% |
| Procyon Private Wealth Partners LLC | 17,516 | 17,586 | +70 | +0.40% |
| Rappaport Reiches Capital Management LLC | 51,111 | 51,283 | +172 | +0.34% |
| 13F Filers Reporting New Positions In SCHE | ||||
| Parkside Advisors LLC | 0 | 10,142 | +10,142 | +100% |
| Dynamic Advisor Solutions LLC | 0 | 8,250 | +8,250 | +100% |
| Cornerstone Wealth Group LLC | 0 | 14,716 | +14,716 | +100% |
| Portside Wealth Group LLC | 0 | 9,473 | +9,473 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| OLD National Bancorp IN | 16,245 | 16,245 | UNCH | 0.00% |
| Tompkins Financial Corp | 1,147 | 1,147 | UNCH | 0.00% |
| Baldwin Brothers Inc. MA | 4,055 | 4,055 | UNCH | 0.00% |
| Acropolis Investment Management LLC | 12,516 | 12,516 | UNCH | 0.00% |
| BKD Wealth Advisors LLC | 8,977 | 8,977 | UNCH | 0.00% |
| Westside Investment Management Inc. | 393 | 393 | UNCH | 0.00% |
| Lowe Wealth Advisors LLC | 221 | 221 | UNCH | 0.00% |
| Gradient Capital Advisors LLC | 16,122 | 16,122 | UNCH | 0.00% |
| Versant Capital Management Inc | 6,291 | 6,291 | UNCH | 0.00% |
| Pflug Koory LLC | 12,021 | 12,021 | UNCH | 0.00% |
| UMA Financial Services Inc. | 9,592 | 9,592 | UNCH | 0.00% |
| Pacifica Partners Inc. | 4 | 4 | UNCH | 0.00% |
| ACT Wealth Management LLC | 18,487 | 18,487 | UNCH | 0.00% |
| Gleason Group Inc. | 72,497 | 72,497 | UNCH | 0.00% |
| Cordant Inc. | 9,210 | 9,210 | UNCH | 0.00% |
| Rise Advisors LLC | 400 | 400 | UNCH | 0.00% |
| Newton One Investments LLC | 4,719 | 4,719 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 517 | 517 | UNCH | 0.00% |
| SOA Wealth Advisors LLC. | 100 | 100 | UNCH | 0.00% |
| Roberts Wealth Advisors LLC | 74,134 | 74,134 | UNCH | 0.00% |
| Maryland Capital Advisors Inc. | 22 | 22 | UNCH | 0.00% |
| DBK Financial Counsel LLC | 21,740 | 21,740 | UNCH | 0.00% |
| Coston McIsaac & Partners | 65 | 65 | UNCH | 0.00% |
| Stephens Consulting LLC | 19 | 19 | UNCH | 0.00% |
| ZRC Wealth Management LLC | 1,459 | 1,459 | UNCH | 0.00% |
| Arlington Trust Co LLC | 9,061 | 9,061 | UNCH | 0.00% |
| Clarity Capital Advisors LLC | 19,783 | 19,783 | UNCH | 0.00% |
| 13F Filers Decreasing SCHE Share Count | ||||
| Financial Synergies Wealth Advisors Inc. | 39,843 | 750 | -39,093 | -98.12% |
| White Wing Wealth Management | 142,695 | 59,469 | -83,226 | -58.32% |
| Arbor Trust Wealth Advisors LLC | 44,730 | 19,623 | -25,107 | -56.13% |
| B & T Capital Management DBA Alpha Capital Management | 25,561 | 11,692 | -13,869 | -54.26% |
| Evanson Asset Management LLC | 23,912 | 11,804 | -12,108 | -50.64% |
| CX Institutional | 317,099 | 174,428 | -142,671 | -44.99% |
| Roble Belko & Company Inc | 38,821 | 22,001 | -16,820 | -43.33% |
| LVW Advisors LLC | 211,578 | 126,264 | -85,314 | -40.32% |
| Miracle Mile Advisors LLC | 267,043 | 166,220 | -100,823 | -37.76% |
| CAP Partners LLC | 43,786 | 28,808 | -14,978 | -34.21% |
| Nikulski Financial Inc. | 12,935 | 9,370 | -3,565 | -27.56% |
| Cyndeo Wealth Partners LLC | 49,326 | 37,322 | -12,004 | -24.34% |
| Davis Capital Management | 156 | 123 | -33 | -21.15% |
| Bruce G. Allen Investments LLC | 721 | 571 | -150 | -20.80% |
| True North Advisors LLC | 12,838 | 10,231 | -2,607 | -20.31% |
| Whitcomb & Hess Inc. | 42,900 | 34,440 | -8,460 | -19.72% |
| Great Waters Wealth Management | 10,994 | 8,966 | -2,028 | -18.45% |
| RHS Financial LLC | 20,057 | 16,529 | -3,528 | -17.59% |
| Heartwood Wealth Advisors LLC | 1,795,996 | 1,482,228 | -313,768 | -17.47% |
| West Paces Advisors Inc. | 105,309 | 87,263 | -18,046 | -17.14% |
| Modus Advisors LLC | 20,992 | 17,969 | -3,023 | -14.40% |
| Fragasso Group Inc. | 57,193 | 49,280 | -7,913 | -13.84% |
| CIC Wealth LLC | 39,501 | 34,312 | -5,189 | -13.14% |
| Fifth Third Securities Inc. | 14,151 | 12,314 | -1,837 | -12.98% |
| Salem Investment Counselors Inc. | 11,295 | 9,991 | -1,304 | -11.54% |
| Red Tortoise LLC | 385,317 | 341,699 | -43,618 | -11.32% |
| Successful Portfolios LLC | 11,089 | 9,926 | -1,163 | -10.49% |
| Marotta Asset Management | 298,799 | 267,803 | -30,996 | -10.37% |
| Signature Resources Capital Management LLC | 4,793 | 4,298 | -495 | -10.33% |
| OneAscent Financial Services LLC | 37,798 | 33,973 | -3,825 | -10.12% |
| Pioneer Wealth Management Group | 128,397 | 116,049 | -12,348 | -9.62% |
| Northwest Investment Counselors LLC | 48,880 | 44,430 | -4,450 | -9.10% |
| Private Capital Management LLC | 16,406 | 15,032 | -1,374 | -8.37% |
| Capital Advisors Ltd. LLC | 19,821 | 18,232 | -1,589 | -8.02% |
| Pure Financial Advisors Inc. | 15,175 | 14,002 | -1,173 | -7.73% |
| Falcon Wealth Planning | 25,817 | 23,883 | -1,934 | -7.49% |
| Morris Financial Concepts Inc. | 13,831 | 12,848 | -983 | -7.11% |
| CWM LLC | 150,386 | 139,766 | -10,620 | -7.06% |
| Congress Wealth Management LLC DE | 22,937 | 21,364 | -1,573 | -6.86% |
| AlphaMark Advisors LLC | 3,142 | 2,959 | -183 | -5.82% |
| Evensky & Katz LLC | 19,309 | 18,426 | -883 | -4.57% |
| Grimes & Company Inc. | 76,519 | 73,324 | -3,195 | -4.18% |
| Kohmann Bosshard Financial Services LLC | 207,516 | 199,241 | -8,275 | -3.99% |
| Steele Capital Management Inc. | 362,277 | 348,710 | -13,567 | -3.74% |
| CVA Family Office LLC | 51,018 | 49,286 | -1,732 | -3.39% |
| Arkansas Financial Group Inc. | 299,860 | 290,544 | -9,316 | -3.11% |
| Schoolcraft Capital LLC | 11,942 | 11,582 | -360 | -3.01% |
| M&R Capital Management Inc. | 665 | 645 | -20 | -3.01% |
| Myecfo LLC | 127,621 | 123,976 | -3,645 | -2.86% |
| SignalPoint Asset Management LLC | 15,523 | 15,081 | -442 | -2.85% |
| Private Ocean LLC | 4,456 | 4,341 | -115 | -2.58% |
| AMI Investment Management Inc. | 74,242 | 72,409 | -1,833 | -2.47% |
| AdvisorNet Financial Inc | 10,908 | 10,658 | -250 | -2.29% |
| Hengehold Capital Management LLC | 98,602 | 96,504 | -2,098 | -2.13% |
| Wealth Enhancement Advisory Services LLC | 2,479,108 | 2,428,467 | -50,641 | -2.04% |
| SeaCrest Wealth Management LLC | 40,548 | 39,750 | -798 | -1.97% |
| Retirement Guys Formula LLC | 122,152 | 119,862 | -2,290 | -1.87% |
| Etesian Wealth Advisors Inc. | 125,816 | 123,483 | -2,333 | -1.85% |
| Cedar Brook Financial Partners LLC | 25,524 | 25,142 | -382 | -1.50% |
| Mather Group LLC. | 2,558,159 | 2,520,679 | -37,480 | -1.47% |
| Bangor Savings Bank | 169,597 | 167,269 | -2,328 | -1.37% |
| Murphy Middleton Hinkle & Parker Inc. | 46,463 | 45,889 | -574 | -1.24% |
| Ironwood Wealth Management LLC. | 71,464 | 70,610 | -854 | -1.20% |
| Park Avenue Securities LLC | 13,215 | 13,071 | -144 | -1.09% |
| Curbstone Financial Management Corp | 90,250 | 89,350 | -900 | -1.00% |
| Abacus Planning Group Inc. | 25,843 | 25,612 | -231 | -0.89% |
| OLIO Financial Planning | 249,131 | 246,945 | -2,186 | -0.88% |
| Northwest Capital Management Inc | 91,081 | 90,291 | -790 | -0.87% |
| Sunburst Financial Group LLC | 43,762 | 43,390 | -372 | -0.85% |
| Alpha Omega Wealth Management LLC | 45,031 | 44,712 | -319 | -0.71% |
| Pinnacle Bank | 4,428 | 4,403 | -25 | -0.56% |
| First National Corp MA ADV | 67,991 | 67,641 | -350 | -0.51% |
| MCF Advisors LLC | 23,628 | 23,548 | -80 | -0.34% |
| Ballentine Partners LLC | 756,255 | 753,787 | -2,468 | -0.33% |
| Sebold Capital Management Inc. | 42,210 | 42,079 | -131 | -0.31% |
| Kathmere Capital Management LLC | 104,855 | 104,712 | -143 | -0.14% |
| Simon Quick Advisors LLC | 10,555 | 10,547 | -8 | -0.08% |
| Flower City Capital | 16,688 | 16,679 | -9 | -0.05% |
| BCS Wealth Management | 38,304 | 38,299 | -5 | -0.01% |
| Ironwood Financial llc | 12,303 | 12,302 | -1 | -0.01% |
| 13F Filers Exiting SCHE | ||||
| BKM Wealth Management LLC | 1,845 | 0 | -1,845 | -100.00% |
| McGlone Suttner Wealth Management Inc. | 355 | 0 | -355 | -100.00% |
| Global Wealth Strategies & Associates | 1 | 0 | -1 | -100.00% |
| Level Financial Advisors Inc. | 3 | 0 | -3 | -100.00% |
| Koss Olinger Consulting LLC | 9,776 | 0 | -9,776 | -100.00% |
| Thrive Wealth Management LLC | 8,588 | 0 | -8,588 | -100.00% |
| Berger Financial Group Inc | 9,574 | 0 | -9,574 | -100.00% |
| Advisor Resource Council | 80,052 | 0 | -80,052 | -100.00% |
| International Assets Investment Management LLC | 11,968 | 0 | -11,968 | -100.00% |
| Steel Peak Wealth Management LLC | 33,814 | 0 | -33,814 | -100.00% |
| Tsfg LLC | 20 | 0 | -20 | -100.00% |
| Sound Income Strategies LLC | 1,867 | 0 | -1,867 | -100.00% |
| Trilogy Capital Inc. | 556,571 | 0 | -556,571 | -100.00% |
| BlueSky Wealth Advisors LLC | 993,881 | 0 | -993,881 | -100.00% |
| Fort Pitt Capital Group LLC | 48,116 | 0 | -48,116 | -100.00% |
| Moisand Fitzgerald Tamayo LLC | 119 | 0 | -119 | -100.00% |
| Capital Investment Advisors LLC | 12,755 | 0 | -12,755 | -100.00% |
| West Oak Capital LLC | 86 | 0 | -86 | -100.00% |
See Summary: Institutional Holders of SCHE
See Details: Top 10 Hedge Funds Holding SCHE
