HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing SCHF Share Count | ||||
| Norden Group LLC | 3,339 | 24,063 | +20,724 | +620.66% |
| AWM Capital LLC | 6,568 | 43,276 | +36,708 | +558.89% |
| Richardson Capital Management LLC | 3,427 | 8,732 | +5,305 | +154.80% |
| Eagle Strategies LLC | 10,312 | 24,713 | +14,401 | +139.65% |
| SJS Investment Consulting Inc. | 221 | 454 | +233 | +105.43% |
| Gradient Investments LLC | 1,340 | 2,419 | +1,079 | +80.52% |
| FF Advisors LLC | 12,753 | 20,845 | +8,092 | +63.45% |
| Berger Financial Group Inc | 266,483 | 426,601 | +160,118 | +60.09% |
| Tradewinds Capital Management LLC | 4,528 | 7,088 | +2,560 | +56.54% |
| Nations Financial Group Inc. IA ADV | 9,807 | 14,356 | +4,549 | +46.39% |
| Orgel Wealth Management LLC | 2,374,178 | 3,358,772 | +984,594 | +41.47% |
| Northeast Financial Group Inc. | 247,940 | 350,173 | +102,233 | +41.23% |
| Versant Capital Management Inc | 22,811 | 31,738 | +8,927 | +39.13% |
| Galvin Gaustad & Stein LLC | 5,775 | 7,606 | +1,831 | +31.71% |
| RFG Advisory LLC | 63,481 | 83,098 | +19,617 | +30.90% |
| Sollinda Capital Management LLC | 15,788 | 20,191 | +4,403 | +27.89% |
| Stratos Wealth Partners LTD. | 7,191 | 9,051 | +1,860 | +25.87% |
| Park Avenue Securities LLC | 283,104 | 353,882 | +70,778 | +25.00% |
| Valeo Financial Advisors LLC | 23,595 | 28,821 | +5,226 | +22.15% |
| Wealth Management Resources Inc. | 103,841 | 123,260 | +19,419 | +18.70% |
| Miracle Mile Advisors LLC | 1,825,077 | 2,146,447 | +321,370 | +17.61% |
| Spectrum Asset Management Inc. NB CA | 124,954 | 146,761 | +21,807 | +17.45% |
| Financial Management Professionals Inc. | 337,860 | 396,675 | +58,815 | +17.41% |
| Warner Financial Inc. | 78,185 | 91,779 | +13,594 | +17.39% |
| Wagner Wealth Management LLC | 542 | 636 | +94 | +17.34% |
| BCS Wealth Management | 130,536 | 152,865 | +22,329 | +17.11% |
| Foster Group Inc. | 68,215 | 79,536 | +11,321 | +16.60% |
| Allen Capital Group LLC | 55,862 | 64,677 | +8,815 | +15.78% |
| Charles Schwab Trust Co | 1,219,226 | 1,409,165 | +189,939 | +15.58% |
| Stewardship Advisors LLC | 38,144 | 43,595 | +5,451 | +14.29% |
| Sterling Investment Management Inc. | 7,456 | 8,500 | +1,044 | +14.00% |
| Trinity Financial Advisors LLC | 156,789 | 177,297 | +20,508 | +13.08% |
| Accel Wealth Management | 12,761 | 14,421 | +1,660 | +13.01% |
| Fifth Third Bancorp | 19,946 | 22,423 | +2,477 | +12.42% |
| Arbor Trust Wealth Advisors LLC | 213,678 | 238,058 | +24,380 | +11.41% |
| APCM Wealth Management for Individuals | 24,692 | 27,461 | +2,769 | +11.21% |
| CWM LLC | 815,948 | 906,271 | +90,323 | +11.07% |
| DHJJ Financial Advisors Ltd. | 62,606 | 69,536 | +6,930 | +11.07% |
| Grimes & Company Inc. | 155,806 | 172,080 | +16,274 | +10.45% |
| FirstPurpose Wealth LLC | 10,493 | 11,565 | +1,072 | +10.22% |
| WBH Advisory Inc. | 281,549 | 310,239 | +28,690 | +10.19% |
| Satovsky Asset Management LLC | 7,493 | 8,237 | +744 | +9.93% |
| CRA Financial Services LLC | 127,738 | 140,082 | +12,344 | +9.66% |
| Von Berge Wealth Management Group LLC | 86,737 | 94,787 | +8,050 | +9.28% |
| Raymond James Financial Services Advisors Inc. | 383,736 | 419,162 | +35,426 | +9.23% |
| Ausdal Financial Partners Inc. | 13,611 | 14,857 | +1,246 | +9.15% |
| Austin Private Wealth LLC | 5,663 | 6,157 | +494 | +8.72% |
| Powers Advisory Group LLC | 180,789 | 194,703 | +13,914 | +7.70% |
| Pallas Capital Advisors LLC | 181,160 | 195,080 | +13,920 | +7.68% |
| Everett Harris & Co. CA | 10,878 | 11,678 | +800 | +7.35% |
| BKD Wealth Advisors LLC | 1,259,746 | 1,349,949 | +90,203 | +7.16% |
| Rappaport Reiches Capital Management LLC | 30,352 | 32,476 | +2,124 | +7.00% |
| McAdam LLC | 2,816,934 | 2,996,508 | +179,574 | +6.37% |
| Roberts Wealth Advisors LLC | 132,795 | 140,597 | +7,802 | +5.88% |
| Leeward Financial Partners LLC | 135,493 | 143,083 | +7,590 | +5.60% |
| Pacific Sage Partners LLC | 672,926 | 709,903 | +36,977 | +5.49% |
| Red Door Wealth Management LLC | 19,190 | 20,203 | +1,013 | +5.28% |
| Benchmark Financial Wealth Advisors LLC | 738,401 | 776,209 | +37,808 | +5.12% |
| D. B. Root & Company LLC | 59,128 | 62,151 | +3,023 | +5.11% |
| Voisard Asset Management Group Inc. | 210,994 | 221,497 | +10,503 | +4.98% |
| Garrett Investment Advisors LLC | 96,549 | 101,332 | +4,783 | +4.95% |
| Kathleen S. Wright Associates Inc. | 107,470 | 112,722 | +5,252 | +4.89% |
| Rosenberg Matthew Hamilton | 241,811 | 253,594 | +11,783 | +4.87% |
| Fragasso Group Inc. | 12,591 | 13,200 | +609 | +4.84% |
| MADDEN SECURITIES Corp | 55,732 | 58,368 | +2,636 | +4.73% |
| Carolina Wealth Advisors LLC | 73,456 | 76,845 | +3,389 | +4.61% |
| Davis Capital Management | 116,161 | 121,495 | +5,334 | +4.59% |
| Hexagon Capital Partners LLC | 3,749 | 3,920 | +171 | +4.56% |
| Claro Advisors LLC | 12,696 | 13,274 | +578 | +4.55% |
| Future Financial Wealth Managment LLC | 86,790 | 90,433 | +3,643 | +4.20% |
| Brooklyn FI LLC | 116,758 | 121,619 | +4,861 | +4.16% |
| Ballentine Partners LLC | 17,754 | 18,383 | +629 | +3.54% |
| Midwest Financial Group LLC | 8,348 | 8,598 | +250 | +2.99% |
| Main Street Financial Solutions LLC | 361,933 | 372,516 | +10,583 | +2.92% |
| Fifth Third Securities Inc. | 28,855 | 29,682 | +827 | +2.87% |
| Flower City Capital | 25,708 | 26,373 | +665 | +2.59% |
| Alpha Omega Wealth Management LLC | 108,463 | 111,216 | +2,753 | +2.54% |
| Capital Insight Partners LLC | 11,424 | 11,699 | +275 | +2.41% |
| Evanson Asset Management LLC | 35,811 | 36,634 | +823 | +2.30% |
| ACT Wealth Management LLC | 769,344 | 786,535 | +17,191 | +2.23% |
| OneAscent Financial Services LLC | 124,456 | 127,183 | +2,727 | +2.19% |
| Wealthfront Advisers LLC | 44,840,508 | 45,734,063 | +893,555 | +1.99% |
| Bangor Savings Bank | 491,694 | 501,440 | +9,746 | +1.98% |
| Foster & Motley Inc. | 1,437,803 | 1,463,357 | +25,554 | +1.78% |
| Keel Point LLC | 48,422 | 49,201 | +779 | +1.61% |
| RHS Financial LLC | 146,704 | 148,950 | +2,246 | +1.53% |
| Appleton Partners Inc. MA | 425,381 | 431,446 | +6,065 | +1.43% |
| Summit Trail Advisors LLC | 9,856 | 9,995 | +139 | +1.41% |
| Twele Capital Management Inc. | 17,788 | 18,028 | +240 | +1.35% |
| Boltwood Capital Management | 597,580 | 605,268 | +7,688 | +1.29% |
| Cranbrook Wealth Management LLC | 282,344 | 285,850 | +3,506 | +1.24% |
| Crescent Sterling Ltd. | 22,553 | 22,821 | +268 | +1.19% |
| Beacon Wealthcare LLC | 85,887 | 86,874 | +987 | +1.15% |
| Financial Consulate Inc. | 1,284,050 | 1,296,883 | +12,833 | +1.00% |
| Robbins Farley LLC | 167,902 | 169,540 | +1,638 | +0.98% |
| Pflug Koory LLC | 15,368 | 15,516 | +148 | +0.96% |
| Courage Miller Partners LLC | 622,383 | 627,975 | +5,592 | +0.90% |
| Willis Johnson & Associates Inc. | 15,463 | 15,597 | +134 | +0.87% |
| Ehrlich Financial Group | 12,580 | 12,690 | +110 | +0.87% |
| Buckingham Capital Management Inc. | 445,144 | 448,565 | +3,421 | +0.77% |
| Ashton Thomas Private Wealth LLC | 22,225 | 22,388 | +163 | +0.73% |
| Gleason Group Inc. | 220,671 | 222,270 | +1,599 | +0.72% |
| Flagship Harbor Advisors LLC | 47,157 | 47,494 | +337 | +0.71% |
| Blossom Wealth Management | 44,740 | 45,041 | +301 | +0.67% |
| Manchester Financial Inc. | 31,554 | 31,761 | +207 | +0.66% |
| Bfsg LLC | 21,559 | 21,695 | +136 | +0.63% |
| Steele Capital Management Inc. | 4,209,730 | 4,231,186 | +21,456 | +0.51% |
| Red Tortoise LLC | 505,991 | 507,829 | +1,838 | +0.36% |
| Valicenti Advisory Services Inc. | 77,572 | 77,788 | +216 | +0.28% |
| Arvest Investments Inc. | 57,268 | 57,414 | +146 | +0.25% |
| Dynamic Advisor Solutions LLC | 181,038 | 181,392 | +354 | +0.20% |
| Rebalance LLC | 2,775,503 | 2,780,708 | +5,205 | +0.19% |
| Wedmont Private Capital | 263,102 | 263,513 | +411 | +0.16% |
| Nicholas Hoffman & Company LLC. | 240,899 | 241,003 | +104 | +0.04% |
| Chatham Capital Group Inc. | 10,277 | 10,278 | +1 | +0.01% |
| 13F Filers Reporting New Positions In SCHF | ||||
| Wiley BROS. Aintree Capital LLC | 0 | 7,755 | +7,755 | +100% |
| Godsey & Gibb Associates | 0 | 32 | +32 | +100% |
| Diversified Trust Co | 0 | 16,924 | +16,924 | +100% |
| Paragon Capital Management Ltd | 0 | 9,778 | +9,778 | +100% |
| Signet Financial Management LLC | 0 | 8,848 | +8,848 | +100% |
| Burt Wealth Advisors | 0 | 5,293 | +5,293 | +100% |
| Colorado Capital Management Inc. | 0 | 7,298 | +7,298 | +100% |
| Radnor Capital Management LLC | 0 | 5,384 | +5,384 | +100% |
| Cornerstone Wealth Group LLC | 0 | 11,598 | +11,598 | +100% |
| MBE Wealth Management LLC | 0 | 12,556 | +12,556 | +100% |
| Strategic Financial Concepts LLC | 0 | 56,389 | +56,389 | +100% |
| Revisor Wealth Management LLC | 0 | 31,150 | +31,150 | +100% |
| Scott Capital Advisors LLC | 0 | 5,468 | +5,468 | +100% |
| Redmont Wealth Advisors LLC | 0 | 0 | UNCH | 100% |
| Coston McIsaac & Partners | 0 | 264 | +264 | +100% |
| Portside Wealth Group LLC | 0 | 17,752 | +17,752 | +100% |
| Signal Advisors Wealth LLC | 0 | 10,825 | +10,825 | +100% |
| Triad Wealth Partners LLC | 0 | 87,944 | +87,944 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| OLD National Bancorp IN | 94,299 | 94,299 | UNCH | 0.00% |
| Altfest L J & Co. Inc. | 38,594 | 38,594 | UNCH | 0.00% |
| ST Germain D J Co. Inc. | 694 | 694 | UNCH | 0.00% |
| Toth Financial Advisory Corp | 80 | 80 | UNCH | 0.00% |
| Gillespie Robinson & Grimm Inc. | 6,900 | 6,900 | UNCH | 0.00% |
| Tompkins Financial Corp | 46 | 46 | UNCH | 0.00% |
| Duncker Streett & Co. Inc. | 54 | 54 | UNCH | 0.00% |
| Jacobs & Co. CA | 5,475 | 5,475 | UNCH | 0.00% |
| WASHINGTON TRUST Co | 3,514 | 3,514 | UNCH | 0.00% |
| Thompson Investment Management Inc. | 30,518 | 30,518 | UNCH | 0.00% |
| Founders Financial Securities LLC | 6,374 | 6,374 | UNCH | 0.00% |
| AlphaMark Advisors LLC | 123 | 123 | UNCH | 0.00% |
| Phillips Financial Management LLC | 2,273 | 2,273 | UNCH | 0.00% |
| Contravisory Investment Management Inc. | 221 | 221 | UNCH | 0.00% |
| Investment Partners Asset Management Inc. | 21,570 | 21,570 | UNCH | 0.00% |
| Morris Financial Concepts Inc. | 5,171 | 5,171 | UNCH | 0.00% |
| West Oak Capital LLC | 10,756 | 10,756 | UNCH | 0.00% |
| Stockman Wealth Management Inc. | 12,100 | 12,100 | UNCH | 0.00% |
| Atlas Capital Advisors LLC | 1,858 | 1,858 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 37 | 37 | UNCH | 0.00% |
| Boston Trust Walden Corp | 6,636 | 6,636 | UNCH | 0.00% |
| Lbmc Investment Advisors LLC | 13,339 | 13,339 | UNCH | 0.00% |
| Westside Investment Management Inc. | 227 | 227 | UNCH | 0.00% |
| Lowe Wealth Advisors LLC | 2,732 | 2,732 | UNCH | 0.00% |
| Iron Financial LLC | 6,625 | 6,625 | UNCH | 0.00% |
| Capital Advisors Ltd. LLC | 45,374 | 45,374 | UNCH | 0.00% |
| MCF Advisors LLC | 6,455 | 6,455 | UNCH | 0.00% |
| Sugarloaf Wealth Management LLC | 2,017 | 2,017 | UNCH | 0.00% |
| Well Done LLC | 9,305 | 9,305 | UNCH | 0.00% |
| Global Trust Asset Management LLC | 33 | 33 | UNCH | 0.00% |
| Independence Bank of Kentucky | 87 | 87 | UNCH | 0.00% |
| Red Cedar Investment Management LLC | 525,097 | 525,097 | UNCH | 0.00% |
| CX Institutional | 191,875 | 191,875 | UNCH | 0.00% |
| Essex Savings Bank | 7,090 | 7,090 | UNCH | 0.00% |
| VERITY Wealth Advisors | 57,197 | 57,197 | UNCH | 0.00% |
| HBW Advisory Services LLC | 14,197 | 14,197 | UNCH | 0.00% |
| Single Point Partners LLC | 26,549 | 26,549 | UNCH | 0.00% |
| Lion Street Advisors LLC | 72,312 | 72,312 | UNCH | 0.00% |
| Game Plan Financial Advisors LLC | 780 | 780 | UNCH | 0.00% |
| Capstone Triton Financial Group LLC | 9,785 | 9,785 | UNCH | 0.00% |
| Cordant Inc. | 8,778 | 8,778 | UNCH | 0.00% |
| Rise Advisors LLC | 450 | 450 | UNCH | 0.00% |
| Marshall Financial Group LLC | 16,572 | 16,572 | UNCH | 0.00% |
| West Financial Advisors LLC | 1,395 | 1,395 | UNCH | 0.00% |
| MBL Wealth LLC | 14,835 | 14,835 | UNCH | 0.00% |
| SOA Wealth Advisors LLC. | 61 | 61 | UNCH | 0.00% |
| Keystone Wealth Services LLC | 9,854 | 9,854 | UNCH | 0.00% |
| Maryland Capital Advisors Inc. | 134 | 134 | UNCH | 0.00% |
| Shearwater Capital LLC | 6,665 | 6,665 | UNCH | 0.00% |
| City State Bank | 225 | 225 | UNCH | 0.00% |
| Astoria Portfolio Advisors LLC. | 6,315 | 6,315 | UNCH | 0.00% |
| Fortitude Family Office LLC | 24 | 24 | UNCH | 0.00% |
| Stephens Consulting LLC | 547 | 547 | UNCH | 0.00% |
| Forza Wealth Management LLC | 5,563 | 5,563 | UNCH | 0.00% |
| Seed Wealth Management Inc. | 14,402 | 14,402 | UNCH | 0.00% |
| Clarity Capital Advisors LLC | 14,843 | 14,843 | UNCH | 0.00% |
| 13F Filers Decreasing SCHF Share Count | ||||
| Annapolis Financial Services LLC | 6,100 | 534 | -5,566 | -91.25% |
| Carlson Capital Management | 143,703 | 18,581 | -125,122 | -87.07% |
| Sound Income Strategies LLC | 2,672 | 446 | -2,226 | -83.31% |
| Coastal Investment Advisors Inc. | 12,332 | 3,753 | -8,579 | -69.57% |
| Strategic Advocates LLC | 204,185 | 73,089 | -131,096 | -64.20% |
| Capital Planning LLC | 46,770 | 19,599 | -27,171 | -58.09% |
| M&R Capital Management Inc. | 452 | 279 | -173 | -38.27% |
| Mayport LLC | 14,190 | 8,768 | -5,422 | -38.21% |
| Valley National Advisers Inc. | 995,941 | 649,181 | -346,760 | -34.82% |
| Access Financial Services Inc. | 45,697 | 30,002 | -15,695 | -34.35% |
| James J. Burns & Company LLC | 183,976 | 123,043 | -60,933 | -33.12% |
| Capital Investment Advisors LLC | 9,930 | 6,846 | -3,084 | -31.06% |
| Pioneer Wealth Management Group | 114,530 | 79,839 | -34,691 | -30.29% |
| Roble Belko & Company Inc | 71,924 | 50,395 | -21,529 | -29.93% |
| Fortress Wealth Management Inc. | 41,267 | 29,280 | -11,987 | -29.05% |
| Sunbelt Securities Inc. | 5,827 | 4,291 | -1,536 | -26.36% |
| Brookstone Capital Management | 27,570 | 21,141 | -6,429 | -23.32% |
| Wealthcare Capital Management LLC | 17,266 | 13,326 | -3,940 | -22.82% |
| Raymond James & Associates | 365,313 | 282,860 | -82,453 | -22.57% |
| Financial Synergies Wealth Advisors Inc. | 14,457 | 11,339 | -3,118 | -21.57% |
| CAP Partners LLC | 88,505 | 69,929 | -18,576 | -20.99% |
| True North Advisors LLC | 11,523 | 9,294 | -2,229 | -19.34% |
| Sharkey Howes & Javer | 8,905 | 7,191 | -1,714 | -19.25% |
| Moneywise Inc. | 59,074 | 47,768 | -11,306 | -19.14% |
| Heartwood Wealth Advisors LLC | 19,538 | 16,033 | -3,505 | -17.94% |
| Revolve Wealth Partners LLC | 452,101 | 371,480 | -80,621 | -17.83% |
| Thrive Wealth Management LLC | 170,947 | 142,746 | -28,201 | -16.50% |
| LVW Advisors LLC | 61,060 | 51,196 | -9,864 | -16.15% |
| Liberty Capital Management Inc. | 70,697 | 59,821 | -10,876 | -15.38% |
| International Assets Investment Management LLC | 7,939 | 6,722 | -1,217 | -15.33% |
| Stratos Wealth Advisors LLC | 213,344 | 182,129 | -31,215 | -14.63% |
| Affinity Capital Advisors LLC | 63,540 | 54,360 | -9,180 | -14.45% |
| Collective Family Office LLC | 16,298 | 13,998 | -2,300 | -14.11% |
| Hengehold Capital Management LLC | 185,874 | 163,981 | -21,893 | -11.78% |
| Procyon Private Wealth Partners LLC | 27,114 | 24,061 | -3,053 | -11.26% |
| EWG Elevate Inc. | 241,840 | 214,991 | -26,849 | -11.10% |
| ZRC Wealth Management LLC | 18,436 | 16,429 | -2,007 | -10.89% |
| Integrated Investment Consultants LLC | 13,314 | 11,874 | -1,440 | -10.82% |
| Strategic Blueprint LLC | 13,054 | 11,685 | -1,369 | -10.49% |
| RMR Wealth Builders | 15,840 | 14,252 | -1,588 | -10.03% |
| TAP Consulting LLC | 69,732 | 63,431 | -6,301 | -9.04% |
| Modus Advisors LLC | 11,735 | 10,724 | -1,011 | -8.62% |
| Kiley Juergens Wealth Management LLC | 25,178 | 23,019 | -2,159 | -8.57% |
| Compass Financial Group INC SD | 8,210 | 7,536 | -674 | -8.21% |
| Signature Resources Capital Management LLC | 19,163 | 17,766 | -1,397 | -7.29% |
| Market Street Wealth Management Advisors LLC | 18,130 | 16,922 | -1,208 | -6.66% |
| BSW Wealth Partners | 78,309 | 73,357 | -4,952 | -6.32% |
| Salem Investment Counselors Inc. | 103,305 | 96,819 | -6,486 | -6.28% |
| Bowman & Co S.C. | 11,067 | 10,392 | -675 | -6.10% |
| Cornerstone Wealth Advisors Inc. | 276,330 | 261,132 | -15,198 | -5.50% |
| Global Retirement Partners LLC | 53,603 | 50,714 | -2,889 | -5.39% |
| Sage Mountain Advisors LLC | 14,773 | 14,000 | -773 | -5.23% |
| Wealth Enhancement Advisory Services LLC | 4,227,311 | 4,010,715 | -216,596 | -5.12% |
| Ironwood Financial llc | 21,715 | 20,677 | -1,038 | -4.78% |
| Burkett Financial Services LLC | 57,012 | 54,303 | -2,709 | -4.75% |
| Moisand Fitzgerald Tamayo LLC | 75,893 | 72,466 | -3,427 | -4.52% |
| Sunburst Financial Group LLC | 49,137 | 47,084 | -2,053 | -4.18% |
| CVA Family Office LLC | 94,000 | 90,591 | -3,409 | -3.63% |
| Peak Financial Management Inc. | 90,965 | 87,775 | -3,190 | -3.51% |
| Whitcomb & Hess Inc. | 53,412 | 51,550 | -1,862 | -3.49% |
| Pathway Financial Advisors LLC | 15,275 | 14,744 | -531 | -3.48% |
| Gradient Capital Advisors LLC | 266,549 | 257,361 | -9,188 | -3.45% |
| Leverty Financial Group LLC | 783,415 | 756,820 | -26,595 | -3.39% |
| CCG Wealth Management LLC | 322,584 | 311,866 | -10,718 | -3.32% |
| Elwood & Goetz Wealth Advisory Group LLC | 197,231 | 190,776 | -6,455 | -3.27% |
| Legacy Private Trust Co. | 377,533 | 366,352 | -11,181 | -2.96% |
| Strategic Financial Planning Inc. | 113,151 | 109,890 | -3,261 | -2.88% |
| West Paces Advisors Inc. | 48,085 | 46,750 | -1,335 | -2.78% |
| Mayfair Advisory Group LLC | 6,932 | 6,750 | -182 | -2.63% |
| Mather Group LLC. | 15,099 | 14,702 | -397 | -2.63% |
| Kohmann Bosshard Financial Services LLC | 168,125 | 163,824 | -4,301 | -2.56% |
| American Financial Advisors LLC | 75,300 | 73,417 | -1,883 | -2.50% |
| Congress Wealth Management LLC DE | 129,864 | 126,789 | -3,075 | -2.37% |
| Johnson Bixby & Associates LLC | 63,681 | 62,197 | -1,484 | -2.33% |
| Upper Left Wealth Management LLC | 101,350 | 99,072 | -2,278 | -2.25% |
| Walkner Condon Financial Advisors LLC | 5,515 | 5,392 | -123 | -2.23% |
| AMI Investment Management Inc. | 53,773 | 52,617 | -1,156 | -2.15% |
| MorganRosel Wealth Management LLC | 612,078 | 600,126 | -11,952 | -1.95% |
| AdvisorNet Financial Inc | 85,325 | 83,672 | -1,653 | -1.94% |
| Schoolcraft Capital LLC | 9,852 | 9,664 | -188 | -1.91% |
| Successful Portfolios LLC | 21,967 | 21,567 | -400 | -1.82% |
| Ironwood Wealth Management LLC. | 92,619 | 90,982 | -1,637 | -1.77% |
| Safeguard Financial LLC | 19,288 | 18,969 | -319 | -1.65% |
| RBA Wealth Management LLC | 6,247 | 6,144 | -103 | -1.65% |
| Diversified Investment Strategies LLC | 38,207 | 37,584 | -623 | -1.63% |
| Evensky & Katz LLC | 75,199 | 74,000 | -1,199 | -1.59% |
| Transform Wealth LLC | 32,563 | 32,080 | -483 | -1.48% |
| Five Oceans Advisors | 116,543 | 114,852 | -1,691 | -1.45% |
| Pinnacle Bank | 2,801 | 2,762 | -39 | -1.39% |
| KMG Fiduciary Partners LLC | 38,981 | 38,461 | -520 | -1.33% |
| Howard Financial Services LTD. | 67,465 | 66,650 | -815 | -1.21% |
| Omega Financial Group LLC | 65,684 | 64,912 | -772 | -1.18% |
| Kathmere Capital Management LLC | 191,654 | 189,536 | -2,118 | -1.11% |
| Curbstone Financial Management Corp | 391,579 | 387,229 | -4,350 | -1.11% |
| Total Clarity Wealth Management Inc. | 16,081 | 15,905 | -176 | -1.09% |
| Northwest Capital Management Inc | 176,082 | 174,276 | -1,806 | -1.03% |
| Planning Alternatives Ltd. ADV | 388,185 | 384,332 | -3,853 | -0.99% |
| Murphy Middleton Hinkle & Parker Inc. | 22,470 | 22,251 | -219 | -0.97% |
| Myecfo LLC | 352,351 | 349,028 | -3,323 | -0.94% |
| Spinnaker Investment Group LLC | 38,073 | 37,715 | -358 | -0.94% |
| Patriot Investment Management Inc. | 283,363 | 280,693 | -2,670 | -0.94% |
| Apella Capital LLC | 30,686 | 30,404 | -282 | -0.92% |
| SeaCrest Wealth Management LLC | 102,043 | 101,100 | -943 | -0.92% |
| Asset Dedication LLC | 30,813 | 30,545 | -268 | -0.87% |
| Retirement Planning Group | 150,987 | 149,774 | -1,213 | -0.80% |
| Abacus Planning Group Inc. | 34,767 | 34,505 | -262 | -0.75% |
| Bristlecone Advisors LLC | 345,618 | 343,067 | -2,551 | -0.74% |
| First National Corp MA ADV | 218,603 | 216,985 | -1,618 | -0.74% |
| Global Wealth Strategies & Associates | 298 | 296 | -2 | -0.67% |
| Great Waters Wealth Management | 33,470 | 33,249 | -221 | -0.66% |
| Private Ocean LLC | 11,738 | 11,667 | -71 | -0.60% |
| Private Capital Management LLC | 47,839 | 47,557 | -282 | -0.59% |
| Acropolis Investment Management LLC | 115,110 | 114,440 | -670 | -0.58% |
| Seaside Wealth Management Inc. | 55,415 | 55,163 | -252 | -0.45% |
| Northwest Investment Counselors LLC | 619,520 | 616,861 | -2,659 | -0.43% |
| Greenhouse Wealth Management LLC | 34,086 | 33,956 | -130 | -0.38% |
| Cambridge Advisors Inc. | 40,964 | 40,824 | -140 | -0.34% |
| Simon Quick Advisors LLC | 15,336 | 15,286 | -50 | -0.33% |
| AHL Investment Management Inc. | 53,296 | 53,140 | -156 | -0.29% |
| Hurlow Wealth Management Group Inc. | 28,833 | 28,756 | -77 | -0.27% |
| Morton Brown Family Wealth LLC | 6,200 | 6,184 | -16 | -0.26% |
| Noble Family Wealth LLC | 277,297 | 276,644 | -653 | -0.24% |
| Tempus Wealth Planning LLC | 77,440 | 77,264 | -176 | -0.23% |
| Hanson & Doremus Investment Management | 332,467 | 331,737 | -730 | -0.22% |
| Brickley Wealth Management | 34,998 | 34,937 | -61 | -0.17% |
| Pure Financial Advisors Inc. | 88,004 | 87,909 | -95 | -0.11% |
| Twelve Points Wealth Management LLC | 7,253 | 7,246 | -7 | -0.10% |
| Woodmont Investment Counsel LLC | 87,150 | 87,091 | -59 | -0.07% |
| waypoint wealth counsel | 15,874 | 15,866 | -8 | -0.05% |
| Family Investment Center Inc. | 8,718 | 8,716 | -2 | -0.02% |
| 13F Filers Exiting SCHF | ||||
| Bruce G. Allen Investments LLC | 242 | 0 | -242 | -100.00% |
| Financial Perspectives Inc | 769 | 0 | -769 | -100.00% |
| McGlone Suttner Wealth Management Inc. | 245 | 0 | -245 | -100.00% |
| Oak Harbor Wealth Partners LLC | 1,502 | 0 | -1,502 | -100.00% |
| Level Financial Advisors Inc. | 570 | 0 | -570 | -100.00% |
| Koss Olinger Consulting LLC | 35,533 | 0 | -35,533 | -100.00% |
| RWM Asset Management LLC | 8,457 | 0 | -8,457 | -100.00% |
| Capital CS Group LLC | 6,059 | 0 | -6,059 | -100.00% |
| Tennessee Valley Asset Management Partners | 292 | 0 | -292 | -100.00% |
| Advisor Resource Council | 91,289 | 0 | -91,289 | -100.00% |
| Sunflower Bank N.A. | 9,378 | 0 | -9,378 | -100.00% |
| Lloyd Advisory Services LLC. | 10,771 | 0 | -10,771 | -100.00% |
| Tsfg LLC | 23 | 0 | -23 | -100.00% |
| UMA Financial Services Inc. | 6,113 | 0 | -6,113 | -100.00% |
| LexAurum Advisors LLC | 5,899 | 0 | -5,899 | -100.00% |
| BlueSky Wealth Advisors LLC | 566,503 | 0 | -566,503 | -100.00% |
| Ridgewood Investments LLC | 7,578 | 0 | -7,578 | -100.00% |
| Fort Pitt Capital Group LLC | 42,370 | 0 | -42,370 | -100.00% |
| Beacon Capital Management Inc. | 19 | 0 | -19 | -100.00% |
| Raub Brock Capital Management LP | 5,430 | 0 | -5,430 | -100.00% |
| B & T Capital Management DBA Alpha Capital Management | 6,493 | 0 | -6,493 | -100.00% |
| Bourgeon Capital Management LLC | 170 | 0 | -170 | -100.00% |
| Bell Bank | 7,764 | 0 | -7,764 | -100.00% |
| NBC Securities Inc. | 414 | 0 | -414 | -100.00% |
See Summary: Institutional Holders of SCHF
See Details: Top 10 Hedge Funds Holding SCHF
