HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing SCHG Share Count | ||||
| Richardson Capital Management LLC | 75 | 251,479 | +251,404 | +335205.33% |
| Advance Capital Management Inc. | 5,731 | 492,871 | +487,140 | +8500.09% |
| Private Trust Co. NA | 70 | 2,092 | +2,022 | +2888.57% |
| Win Advisors Inc. | 16,728 | 117,538 | +100,810 | +602.64% |
| Park Place Capital Corp | 10,791 | 38,403 | +27,612 | +255.88% |
| Revisor Wealth Management LLC | 11,800 | 31,028 | +19,228 | +162.95% |
| Dumont & Blake Investment Advisors LLC | 2,982 | 6,351 | +3,369 | +112.98% |
| Threadgill Financial LLC | 93,655 | 186,780 | +93,125 | +99.43% |
| Financial Sense Advisors Inc. | 4,704 | 7,432 | +2,728 | +57.99% |
| Aurora Private Wealth Inc. | 4,994 | 7,884 | +2,890 | +57.87% |
| Ferguson Wellman Capital Management Inc. | 7,386 | 11,306 | +3,920 | +53.07% |
| Sage Mountain Advisors LLC | 14,450 | 21,581 | +7,131 | +49.35% |
| Bridge Advisory LLC | 30,482 | 45,260 | +14,778 | +48.48% |
| Keel Point LLC | 8,316 | 11,873 | +3,557 | +42.77% |
| FirstPurpose Wealth LLC | 2,644 | 3,744 | +1,100 | +41.60% |
| Fiduciary Alliance LLC | 48,460 | 68,607 | +20,147 | +41.57% |
| American Financial Advisors LLC | 2,854 | 3,820 | +966 | +33.85% |
| D. B. Root & Company LLC | 27,079 | 35,944 | +8,865 | +32.74% |
| Thompson Investment Management Inc. | 391 | 517 | +126 | +32.23% |
| Compass Financial Group INC SD | 25,062 | 32,865 | +7,803 | +31.13% |
| Gradient Investments LLC | 2,097 | 2,624 | +527 | +25.13% |
| Whitaker Myers Wealth Managers LTD. | 9,389 | 11,367 | +1,978 | +21.07% |
| Murphy Middleton Hinkle & Parker Inc. | 44,958 | 53,809 | +8,851 | +19.69% |
| Eagle Capital Management LLC LA | 40,951 | 48,471 | +7,520 | +18.36% |
| Ritholtz Wealth Management | 4,608 | 5,418 | +810 | +17.58% |
| Founders Financial Securities LLC | 28,439 | 32,885 | +4,446 | +15.63% |
| Santori & Peters Inc. | 20,116 | 23,244 | +3,128 | +15.55% |
| Cambridge Investment Research Advisors Inc. | 467,010 | 539,438 | +72,428 | +15.51% |
| Arthur M. Cohen & Associates LLC | 9,250 | 10,670 | +1,420 | +15.35% |
| Donaldson Capital Management LLC | 41,202 | 47,156 | +5,954 | +14.45% |
| Everett Harris & Co. CA | 4,335 | 4,950 | +615 | +14.19% |
| Retirement Guys Formula LLC | 125,971 | 143,283 | +17,312 | +13.74% |
| Charles Schwab Trust Co | 291,185 | 327,431 | +36,246 | +12.45% |
| Garrett Investment Advisors LLC | 6,544 | 7,344 | +800 | +12.22% |
| Raymond James Financial Services Advisors Inc. | 3,222,090 | 3,600,863 | +378,773 | +11.76% |
| Banque Cantonale Vaudoise | 6,087 | 6,784 | +697 | +11.45% |
| Wagner Wealth Management LLC | 87 | 96 | +9 | +10.34% |
| Cooper Financial Group | 28,222 | 31,126 | +2,904 | +10.29% |
| Strategic Blueprint LLC | 291,017 | 320,205 | +29,188 | +10.03% |
| Archford Capital Strategies LLC | 49,836 | 54,789 | +4,953 | +9.94% |
| CWM LLC | 1,553,099 | 1,705,477 | +152,378 | +9.81% |
| Wealthcare Advisory Partners LLC | 15,259 | 16,664 | +1,405 | +9.21% |
| Madison Park Capital Advisors LLC | 7,601 | 8,296 | +695 | +9.14% |
| CVA Family Office LLC | 17,028 | 18,581 | +1,553 | +9.12% |
| Warner Financial Inc. | 57,761 | 62,864 | +5,103 | +8.83% |
| Cornerstone Wealth Management LLC | 17,393 | 18,887 | +1,494 | +8.59% |
| RHS Financial LLC | 15,293 | 16,603 | +1,310 | +8.57% |
| Liberty Capital Management Inc. | 39,745 | 43,022 | +3,277 | +8.25% |
| Fingerlakes Wealth Management Inc. | 21,010 | 22,592 | +1,582 | +7.53% |
| Midwest Financial Group LLC | 7,275 | 7,812 | +537 | +7.38% |
| Financial Consulate Inc. | 4,739 | 5,088 | +349 | +7.36% |
| Von Berge Wealth Management Group LLC | 51,683 | 55,471 | +3,788 | +7.33% |
| Dechtman Wealth Management LLC | 472,648 | 507,288 | +34,640 | +7.33% |
| Leeward Financial Partners LLC | 81,579 | 87,463 | +5,884 | +7.21% |
| Valeo Financial Advisors LLC | 10,904 | 11,674 | +770 | +7.06% |
| Silverlake Wealth Management LLC | 36,447 | 38,977 | +2,530 | +6.94% |
| First National Bank Sioux Falls | 42,198 | 45,124 | +2,926 | +6.93% |
| Visionary Horizons LLC | 217,371 | 232,419 | +15,048 | +6.92% |
| LongView Wealth Management | 31,124 | 33,237 | +2,113 | +6.79% |
| WealthCare Investment Partners LLC | 4,552 | 4,843 | +291 | +6.39% |
| Leavell Investment Management Inc. | 23,955 | 25,423 | +1,468 | +6.13% |
| GenWealth Group Inc. | 28,870 | 30,629 | +1,759 | +6.09% |
| Dakota Wealth Management | 40,851 | 43,317 | +2,466 | +6.04% |
| Total Investment Management Inc. | 6,038 | 6,380 | +342 | +5.66% |
| Crescent Sterling Ltd. | 19,463 | 20,534 | +1,071 | +5.50% |
| CRA Financial Services LLC | 219,195 | 230,773 | +11,578 | +5.28% |
| Unique Wealth LLC | 320,363 | 337,018 | +16,655 | +5.20% |
| Spire Wealth Management | 6,730 | 7,058 | +328 | +4.87% |
| McAdam LLC | 1,678,308 | 1,757,045 | +78,737 | +4.69% |
| Ignite Planners LLC | 213,338 | 222,627 | +9,289 | +4.35% |
| Columbia Advisory Partners LLC | 41,960 | 43,783 | +1,823 | +4.34% |
| Ackerman Capital Advisors LLC | 165,578 | 172,549 | +6,971 | +4.21% |
| Woodmont Investment Counsel LLC | 8,934 | 9,296 | +362 | +4.05% |
| Capital Advisors Wealth Management LLC | 6,143 | 6,383 | +240 | +3.91% |
| Raymond James & Associates | 248,991 | 258,349 | +9,358 | +3.76% |
| Annex Advisory Services LLC | 3,612 | 3,745 | +133 | +3.68% |
| TriaGen Wealth Management LLC | 90,092 | 93,235 | +3,143 | +3.49% |
| Ausdal Financial Partners Inc. | 145,670 | 150,718 | +5,048 | +3.47% |
| Richard P Slaughter Associates Inc | 2,728 | 2,822 | +94 | +3.45% |
| Powers Advisory Group LLC | 59,544 | 61,570 | +2,026 | +3.40% |
| DHJJ Financial Advisors Ltd. | 82,447 | 85,206 | +2,759 | +3.35% |
| Valley National Advisers Inc. | 214,475 | 221,361 | +6,886 | +3.21% |
| JJJ Advisors Inc. | 16,092 | 16,598 | +506 | +3.14% |
| Private Ocean LLC | 2,575 | 2,652 | +77 | +2.99% |
| Park Avenue Securities LLC | 299,024 | 307,502 | +8,478 | +2.84% |
| Panoramic Investment Advisors LLC | 34,437 | 35,385 | +948 | +2.75% |
| Pallas Capital Advisors LLC | 29,229 | 29,968 | +739 | +2.53% |
| Raymond James Trust N.A. | 10,318 | 10,576 | +258 | +2.50% |
| Rainey & Randall Investment Management Inc. | 536,718 | 549,855 | +13,137 | +2.45% |
| Brown Advisory Inc. | 10,201 | 10,447 | +246 | +2.41% |
| Apexium Financial LP | 138,778 | 142,029 | +3,251 | +2.34% |
| Legacy Financial Strategies LLC | 661,542 | 675,999 | +14,457 | +2.19% |
| Financial Management Professionals Inc. | 493,176 | 503,948 | +10,772 | +2.18% |
| Heirloom Wealth Management | 28,210 | 28,822 | +612 | +2.17% |
| Grimes & Company Inc. | 2,573 | 2,626 | +53 | +2.06% |
| RBA Wealth Management LLC | 5,320 | 5,425 | +105 | +1.97% |
| Zimmermann Investment Management & Planning LLC | 24,204 | 24,662 | +458 | +1.89% |
| Royal Fund Management LLC | 71,125 | 72,439 | +1,314 | +1.85% |
| SeaCrest Wealth Management LLC | 106,094 | 108,027 | +1,933 | +1.82% |
| Whitener Capital Management Inc. | 6,238 | 6,351 | +113 | +1.81% |
| Aprio Wealth Management LLC | 9,290 | 9,458 | +168 | +1.81% |
| Retirement Planning Group | 31,745 | 32,217 | +472 | +1.49% |
| Westbourne Investment Advisors Inc. | 42,525 | 43,106 | +581 | +1.37% |
| Capital Planning LLC | 285,134 | 289,005 | +3,871 | +1.36% |
| Arbor Trust Wealth Advisors LLC | 89,966 | 91,165 | +1,199 | +1.33% |
| Toth Financial Advisory Corp | 953 | 965 | +12 | +1.26% |
| Scott Capital Advisors LLC | 21,719 | 21,965 | +246 | +1.13% |
| John W. Brooker & Co. CPAs | 70,028 | 70,757 | +729 | +1.04% |
| Clay Northam Wealth Management LLC | 124,334 | 125,611 | +1,277 | +1.03% |
| Mainsail Financial Group LLC | 71,396 | 72,123 | +727 | +1.02% |
| Dynamic Advisor Solutions LLC | 83,023 | 83,785 | +762 | +0.92% |
| Cedar Brook Financial Partners LLC | 8,008 | 8,079 | +71 | +0.89% |
| Segment Wealth Management LLC | 14,352 | 14,478 | +126 | +0.88% |
| Aurum Wealth Management Group LLC | 4,548 | 4,588 | +40 | +0.88% |
| Financial Synergies Wealth Advisors Inc. | 322,324 | 324,580 | +2,256 | +0.70% |
| Cambridge Advisors Inc. | 63,487 | 63,846 | +359 | +0.57% |
| Revolve Wealth Partners LLC | 118,395 | 119,012 | +617 | +0.52% |
| Smith Anglin Financial LLC | 47,537 | 47,778 | +241 | +0.51% |
| Optimum Investment Advisors | 218 | 219 | +1 | +0.46% |
| Congress Wealth Management LLC DE | 30,639 | 30,768 | +129 | +0.42% |
| Sovereign Financial Group Inc. | 11,421 | 11,463 | +42 | +0.37% |
| Gillespie Robinson & Grimm Inc. | 5,597 | 5,617 | +20 | +0.36% |
| Christopher J. Hasenberg Inc | 59,981 | 60,174 | +193 | +0.32% |
| Atlas Brown Inc. | 2,610 | 2,614 | +4 | +0.15% |
| Mayfair Advisory Group LLC | 52,348 | 52,428 | +80 | +0.15% |
| SOA Wealth Advisors LLC. | 3,426 | 3,431 | +5 | +0.15% |
| Flagship Harbor Advisors LLC | 4,422 | 4,428 | +6 | +0.14% |
| Clarity Capital Advisors LLC | 7,218 | 7,228 | +10 | +0.14% |
| Grandview Asset Management LLC | 2,519 | 2,522 | +3 | +0.12% |
| First Pacific Financial | 2,519 | 2,522 | +3 | +0.12% |
| BCS Wealth Management | 11,909 | 11,921 | +12 | +0.10% |
| Moneywise Inc. | 4,299 | 4,303 | +4 | +0.09% |
| Bristlecone Advisors LLC | 20,364 | 20,376 | +12 | +0.06% |
| Northwest Capital Management Inc | 6,635 | 6,639 | +4 | +0.06% |
| Pure Financial Advisors Inc. | 4,252 | 4,254 | +2 | +0.05% |
| Boyd Wealth Management LLC | 34,806 | 34,824 | +18 | +0.05% |
| Thrive Wealth Management LLC | 1,239,780 | 1,240,444 | +664 | +0.05% |
| Simon Quick Advisors LLC | 13,880 | 13,885 | +5 | +0.04% |
| Valicenti Advisory Services Inc. | 4,713 | 4,714 | +1 | +0.02% |
| Diversified Trust Co | 14,792 | 14,795 | +3 | +0.02% |
| Orgel Wealth Management LLC | 19,058 | 19,062 | +4 | +0.02% |
| TrueWealth Advisors LLC | 10,881 | 10,882 | +1 | +0.01% |
| 13F Filers Reporting New Positions In SCHG | ||||
| Wiley BROS. Aintree Capital LLC | 0 | 5,291 | +5,291 | +100% |
| Nations Financial Group Inc. IA ADV | 0 | 2,258 | +2,258 | +100% |
| Kessler Investment Group LLC | 0 | 12 | +12 | +100% |
| Cutler Group LP | 0 | 1,900 | +1,900 | +100% |
| Strategic Advisors LLC | 0 | 2,218 | +2,218 | +100% |
| Mirador Capital Partners LP | 0 | 2,306 | +2,306 | +100% |
| Colorado Capital Management Inc. | 0 | 8,083 | +8,083 | +100% |
| Traynor Capital Management Inc. | 0 | 2,850 | +2,850 | +100% |
| Columbus Macro LLC | 0 | 2,189 | +2,189 | +100% |
| West Branch Capital LLC | 0 | 5,318 | +5,318 | +100% |
| Insight Wealth Strategies LLC | 0 | 2,223 | +2,223 | +100% |
| Cornerstone Wealth Group LLC | 0 | 10,633 | +10,633 | +100% |
| Red Door Wealth Management LLC | 0 | 2,276 | +2,276 | +100% |
| Symphony Financial Ltd. Co. | 0 | 2,323 | +2,323 | +100% |
| Steel Peak Wealth Management LLC | 0 | 2,281 | +2,281 | +100% |
| Accel Wealth Management | 0 | 2,898 | +2,898 | +100% |
| GoalVest Advisory LLC | 0 | 2,724 | +2,724 | +100% |
| Strategic Financial Concepts LLC | 0 | 7,152 | +7,152 | +100% |
| Strategic Planning Group LLC | 0 | 128,353 | +128,353 | +100% |
| Saxon Interests Inc. | 0 | 2,246 | +2,246 | +100% |
| Wealth Effects LLC | 0 | 2,353 | +2,353 | +100% |
| Simplicity Wealth LLC | 0 | 293,607 | +293,607 | +100% |
| FSC Wealth Advisors LLC | 0 | 61,474 | +61,474 | +100% |
| Global Assets Advisory LLC | 0 | 394,957 | +394,957 | +100% |
| Fortune Financial Advisors LLC | 0 | 7,118 | +7,118 | +100% |
| PFG Investments LLC | 0 | 33,552 | +33,552 | +100% |
| Kingswood Wealth Advisors LLC | 0 | 46,408 | +46,408 | +100% |
| Cedrus LLC | 0 | 2,402 | +2,402 | +100% |
| Southland Equity Partners LLC | 0 | 2,317 | +2,317 | +100% |
| GAMMA Investing LLC | 0 | 17 | +17 | +100% |
| Focus Financial Network Inc. | 0 | 1,137,950 | +1,137,950 | +100% |
| Emprise Bank | 0 | 5,990 | +5,990 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| CENTRAL TRUST Co | 324 | 324 | UNCH | 0.00% |
| OLD National Bancorp IN | 13,080 | 13,080 | UNCH | 0.00% |
| City Holding Co. | 542 | 542 | UNCH | 0.00% |
| ST Germain D J Co. Inc. | 273 | 273 | UNCH | 0.00% |
| Salem Investment Counselors Inc. | 670 | 670 | UNCH | 0.00% |
| Check Capital Management Inc. CA | 2,450 | 2,450 | UNCH | 0.00% |
| Clifford Swan Investment Counsel LLC | 7,328 | 7,328 | UNCH | 0.00% |
| Canandaigua National Bank & Trust Co. | 2,484 | 2,484 | UNCH | 0.00% |
| Country Trust Bank | 798 | 798 | UNCH | 0.00% |
| Farmers & Merchants Investments Inc. | 5,326 | 5,326 | UNCH | 0.00% |
| Mcdonald Partners LLC | 2,650 | 2,650 | UNCH | 0.00% |
| SOL Capital Management CO | 5,485 | 5,485 | UNCH | 0.00% |
| Phillips Financial Management LLC | 254 | 254 | UNCH | 0.00% |
| Bangor Savings Bank | 660 | 660 | UNCH | 0.00% |
| MCF Advisors LLC | 453 | 453 | UNCH | 0.00% |
| Tradewinds Capital Management LLC | 988 | 988 | UNCH | 0.00% |
| Sharkey Howes & Javer | 3,948 | 3,948 | UNCH | 0.00% |
| Roble Belko & Company Inc | 339 | 339 | UNCH | 0.00% |
| Moisand Fitzgerald Tamayo LLC | 326 | 326 | UNCH | 0.00% |
| Access Financial Services Inc. | 3,620 | 3,620 | UNCH | 0.00% |
| Founders Capital Management | 350 | 350 | UNCH | 0.00% |
| Affiance Financial LLC | 3,953 | 3,953 | UNCH | 0.00% |
| Pathway Financial Advisors LLC | 4,795 | 4,795 | UNCH | 0.00% |
| Pflug Koory LLC | 1,366 | 1,366 | UNCH | 0.00% |
| Reitz Capital Advisors LLC | 57,457 | 57,457 | UNCH | 0.00% |
| Costello Asset Management INC | 64 | 64 | UNCH | 0.00% |
| Wolff Financial Management LLC | 2,618 | 2,618 | UNCH | 0.00% |
| PSI Advisors LLC | 1,000 | 1,000 | UNCH | 0.00% |
| Legend Financial Advisors Inc. | 8,199 | 8,199 | UNCH | 0.00% |
| Relyea Zuckerberg Hanson LLC | 2,750 | 2,750 | UNCH | 0.00% |
| Cedar Mountain Advisors LLC | 62 | 62 | UNCH | 0.00% |
| Tsfg LLC | 300 | 300 | UNCH | 0.00% |
| Apella Capital LLC | 2,991 | 2,991 | UNCH | 0.00% |
| Stolper Co | 2,512 | 2,512 | UNCH | 0.00% |
| BNC Wealth Management LLC | 2,946 | 2,946 | UNCH | 0.00% |
| Wolff Wiese Magana LLC | 26 | 26 | UNCH | 0.00% |
| Iron Horse Wealth Management LLC | 2 | 2 | UNCH | 0.00% |
| Hoese & Co LLP | 12,604 | 12,604 | UNCH | 0.00% |
| Twelve Points Wealth Management LLC | 6,978 | 6,978 | UNCH | 0.00% |
| Newbridge Financial Services Group Inc. | 64 | 64 | UNCH | 0.00% |
| AHL Investment Management Inc. | 3,510 | 3,510 | UNCH | 0.00% |
| Morton Brown Family Wealth LLC | 2,135 | 2,135 | UNCH | 0.00% |
| Global Wealth Strategies & Associates | 1,446 | 1,446 | UNCH | 0.00% |
| Creative Capital Management Investments LLC | 456 | 456 | UNCH | 0.00% |
| Financial Freedom LLC | 673 | 673 | UNCH | 0.00% |
| CGC Financial Services LLC | 200 | 200 | UNCH | 0.00% |
| Halpern Financial Inc. | 11,100 | 11,100 | UNCH | 0.00% |
| Arlington Trust Co LLC | 36,450 | 36,450 | UNCH | 0.00% |
| West Paces Advisors Inc. | 427 | 427 | UNCH | 0.00% |
| Trust Co of the South | 2,480 | 2,480 | UNCH | 0.00% |
| Ehrlich Financial Group | 2,612 | 2,612 | UNCH | 0.00% |
| 13F Filers Decreasing SCHG Share Count | ||||
| NBC Securities Inc. | 6,824 | 477 | -6,347 | -93.01% |
| Strategic Advocates LLC | 219,673 | 38,961 | -180,712 | -82.26% |
| CX Institutional | 17,384 | 3,478 | -13,906 | -79.99% |
| Summit Financial LLC | 52,771 | 17,773 | -34,998 | -66.32% |
| Alaska Permanent Capital Management | 12,399 | 5,399 | -7,000 | -56.46% |
| Atlas Capital Advisors LLC | 964 | 456 | -508 | -52.70% |
| Spectrum Asset Management Inc. NB CA | 181,008 | 91,791 | -89,217 | -49.29% |
| MinichMacGregor Wealth Management LLC | 418,192 | 240,998 | -177,194 | -42.37% |
| Transform Wealth LLC | 31,993 | 21,326 | -10,667 | -33.34% |
| Global Retirement Partners LLC | 55,432 | 36,988 | -18,444 | -33.27% |
| EWG Elevate Inc. | 96,744 | 64,839 | -31,905 | -32.98% |
| Harbor Investment Advisory LLC | 184 | 124 | -60 | -32.61% |
| Ashton Thomas Private Wealth LLC | 29,703 | 20,093 | -9,610 | -32.35% |
| Fifth Third Bancorp | 2,505 | 1,705 | -800 | -31.94% |
| James J. Burns & Company LLC | 178,728 | 127,211 | -51,517 | -28.82% |
| NBT Bank N A NY | 8,980 | 6,402 | -2,578 | -28.71% |
| M&R Capital Management Inc. | 531 | 382 | -149 | -28.06% |
| Blue Bell Private Wealth Management LLC | 19,228 | 14,071 | -5,157 | -26.82% |
| Massmutual Trust Co. FSB ADV | 18,083 | 13,282 | -4,801 | -26.55% |
| Fort Pitt Capital Group LLC | 1,968,100 | 1,465,883 | -502,217 | -25.52% |
| True North Advisors LLC | 24,022 | 18,383 | -5,639 | -23.47% |
| Oxinas Partners Wealth Management LLC | 34,408 | 27,948 | -6,460 | -18.77% |
| Claro Advisors LLC | 153,928 | 125,051 | -28,877 | -18.76% |
| Stratos Wealth Advisors LLC | 471,852 | 385,301 | -86,551 | -18.34% |
| AdvisorNet Financial Inc | 19,940 | 16,350 | -3,590 | -18.00% |
| Wedmont Private Capital | 6,858 | 5,673 | -1,185 | -17.28% |
| Grey Fox Wealth Advisors LLC | 3,780 | 3,206 | -574 | -15.19% |
| Colton Groome Financial Advisors LLC | 9,997 | 8,498 | -1,499 | -14.99% |
| Brookstone Capital Management | 94,794 | 80,800 | -13,994 | -14.76% |
| Mason & Associates Inc | 3,361 | 2,877 | -484 | -14.40% |
| Capital Investment Advisors LLC | 9,210 | 7,902 | -1,308 | -14.20% |
| MADDEN SECURITIES Corp | 82,984 | 71,563 | -11,421 | -13.76% |
| Safeguard Financial LLC | 117,103 | 101,543 | -15,560 | -13.29% |
| WBH Advisory Inc. | 229,355 | 199,707 | -29,648 | -12.93% |
| Noble Family Wealth LLC | 123,560 | 108,009 | -15,551 | -12.59% |
| OneAscent Wealth Management LLC | 72,335 | 63,236 | -9,099 | -12.58% |
| Fifth Third Securities Inc. | 13,577 | 11,930 | -1,647 | -12.13% |
| Stratos Wealth Partners LTD. | 140,981 | 124,007 | -16,974 | -12.04% |
| Courier Capital LLC | 4,000 | 3,525 | -475 | -11.88% |
| LVW Advisors LLC | 175,529 | 155,272 | -20,257 | -11.54% |
| AMI Investment Management Inc. | 16,150 | 14,333 | -1,817 | -11.25% |
| Total Wealth Planning LLC | 98,096 | 87,081 | -11,015 | -11.23% |
| Northeast Financial Group Inc. | 141,577 | 126,894 | -14,683 | -10.37% |
| Modus Advisors LLC | 18,514 | 16,642 | -1,872 | -10.11% |
| Pinnacle Bank | 2,159 | 1,953 | -206 | -9.54% |
| Godsey & Gibb Associates | 1,835 | 1,660 | -175 | -9.54% |
| Systelligence LLC | 158,923 | 143,792 | -15,131 | -9.52% |
| Advisory Services & Investments LLC | 109,649 | 99,838 | -9,811 | -8.95% |
| Miracle Mile Advisors LLC | 79,727 | 72,620 | -7,107 | -8.91% |
| Capital Insight Partners LLC | 6,830 | 6,238 | -592 | -8.67% |
| Steele Capital Management Inc. | 60,950 | 55,918 | -5,032 | -8.26% |
| RDA Financial Network | 11,232 | 10,312 | -920 | -8.19% |
| AllGen Financial Advisors Inc. | 152,952 | 140,770 | -12,182 | -7.96% |
| WASHINGTON TRUST Co | 475 | 440 | -35 | -7.37% |
| Allen Capital Group LLC | 19,390 | 18,012 | -1,378 | -7.11% |
| Tenret Co LLC | 21,112 | 19,655 | -1,457 | -6.90% |
| RFG Advisory LLC | 102,800 | 95,729 | -7,071 | -6.88% |
| Papp L Roy & Associates | 7,048 | 6,563 | -485 | -6.88% |
| Hart & Patterson Financial Group LLC | 20,368 | 19,027 | -1,341 | -6.58% |
| RTD Financial Advisors Inc. | 72,562 | 67,848 | -4,714 | -6.50% |
| Brickley Wealth Management | 2,681 | 2,509 | -172 | -6.42% |
| Gleason Group Inc. | 73,619 | 68,941 | -4,678 | -6.35% |
| Financial Advisory Corp UT ADV | 137,364 | 128,837 | -8,527 | -6.21% |
| Accurate Wealth Management LLC | 4,487 | 4,209 | -278 | -6.20% |
| Asset Dedication LLC | 37,368 | 35,246 | -2,122 | -5.68% |
| Walkner Condon Financial Advisors LLC | 2,526 | 2,384 | -142 | -5.62% |
| Diversified Investment Strategies LLC | 3,773 | 3,561 | -212 | -5.62% |
| Hilltop Wealth Advisors LLC | 10,056 | 9,560 | -496 | -4.93% |
| Marotta Asset Management | 14,854 | 14,247 | -607 | -4.09% |
| Hengehold Capital Management LLC | 56,779 | 54,473 | -2,306 | -4.06% |
| Stony Point Wealth Management Inc. | 3,523 | 3,381 | -142 | -4.03% |
| MBE Wealth Management LLC | 5,871 | 5,647 | -224 | -3.82% |
| Burkett Financial Services LLC | 485,683 | 467,512 | -18,171 | -3.74% |
| Wealth Management Resources Inc. | 3,791 | 3,661 | -130 | -3.43% |
| New Hampshire Trust | 11,112 | 10,749 | -363 | -3.27% |
| IVC Wealth Advisors LLC | 5,008 | 4,844 | -164 | -3.27% |
| Gemmer Asset Management LLC | 486,830 | 471,156 | -15,674 | -3.22% |
| Alpha Omega Wealth Management LLC | 8,189 | 7,940 | -249 | -3.04% |
| ZRC Wealth Management LLC | 2,082 | 2,023 | -59 | -2.83% |
| Krilogy Financial LLC | 819,019 | 795,805 | -23,214 | -2.83% |
| Lantz Financial LLC | 4,118 | 4,013 | -105 | -2.55% |
| International Assets Investment Management LLC | 5,828 | 5,682 | -146 | -2.51% |
| Carmichael Hill & Associates Inc. | 20,327 | 19,823 | -504 | -2.48% |
| Integrated Investment Consultants LLC | 72,657 | 70,933 | -1,724 | -2.37% |
| FC Advisory LLC | 23,598 | 23,046 | -552 | -2.34% |
| Altfest L J & Co. Inc. | 7,625 | 7,447 | -178 | -2.33% |
| PPS&V Asset Management Consultants Inc. | 160,588 | 156,900 | -3,688 | -2.30% |
| Berger Financial Group Inc | 386,712 | 378,272 | -8,440 | -2.18% |
| Curbstone Financial Management Corp | 145,371 | 142,361 | -3,010 | -2.07% |
| Patriot Investment Management Inc. | 8,009 | 7,844 | -165 | -2.06% |
| LexAurum Advisors LLC | 2,472 | 2,422 | -50 | -2.02% |
| Appleton Partners Inc. MA | 17,686 | 17,336 | -350 | -1.98% |
| Wealth Enhancement Advisory Services LLC | 918,315 | 901,945 | -16,370 | -1.78% |
| Game Plan Financial Advisors LLC | 67,061 | 65,881 | -1,180 | -1.76% |
| Great Waters Wealth Management | 17,442 | 17,146 | -296 | -1.70% |
| SignalPoint Asset Management LLC | 9,418 | 9,267 | -151 | -1.60% |
| Duncker Streett & Co. Inc. | 20,253 | 19,955 | -298 | -1.47% |
| Harbor Group Inc. | 227,790 | 224,828 | -2,962 | -1.30% |
| Provident Wealth Management LLC | 303,553 | 299,698 | -3,855 | -1.27% |
| Private Capital Management LLC | 17,984 | 17,761 | -223 | -1.24% |
| Evensky & Katz LLC | 5,694 | 5,624 | -70 | -1.23% |
| Skyline Advisors Inc. | 110,606 | 109,274 | -1,332 | -1.20% |
| Omega Financial Group LLC | 3,823 | 3,777 | -46 | -1.20% |
| Main Street Financial Solutions LLC | 392,652 | 388,020 | -4,632 | -1.18% |
| Sunburst Financial Group LLC | 9,584 | 9,478 | -106 | -1.11% |
| Albion Financial Group UT | 2,740 | 2,710 | -30 | -1.09% |
| Sunbelt Securities Inc. | 175,664 | 173,974 | -1,690 | -0.96% |
| B & T Capital Management DBA Alpha Capital Management | 188,137 | 186,411 | -1,726 | -0.92% |
| Kiley Juergens Wealth Management LLC | 10,198 | 10,108 | -90 | -0.88% |
| Kathmere Capital Management LLC | 10,032 | 9,945 | -87 | -0.87% |
| Cornerstone Wealth Advisors Inc. | 451,456 | 448,320 | -3,136 | -0.69% |
| Bfsg LLC | 21,576 | 21,435 | -141 | -0.65% |
| Courage Miller Partners LLC | 77,474 | 76,975 | -499 | -0.64% |
| Burt Wealth Advisors | 10,091 | 10,033 | -58 | -0.57% |
| Mather Group LLC. | 9,024,237 | 8,984,508 | -39,729 | -0.44% |
| LaFleur & Godfrey LLC | 3,514 | 3,500 | -14 | -0.40% |
| Affinity Capital Advisors LLC | 83,772 | 83,444 | -328 | -0.39% |
| Kohmann Bosshard Financial Services LLC | 40,626 | 40,476 | -150 | -0.37% |
| Tempus Wealth Planning LLC | 28,743 | 28,666 | -77 | -0.27% |
| Avenue 1 Advisors LLC | 70,481 | 70,312 | -169 | -0.24% |
| Petra Financial Advisors Inc. | 19,556 | 19,512 | -44 | -0.22% |
| CIC Wealth LLC | 8,184 | 8,170 | -14 | -0.17% |
| Ironwood Financial llc | 4,281 | 4,274 | -7 | -0.16% |
| BKA Wealth Consulting Inc. | 4,978 | 4,971 | -7 | -0.14% |
| Pegasus Partners Ltd. | 152,701 | 152,560 | -141 | -0.09% |
| Financial Life Advisors | 8,512 | 8,507 | -5 | -0.06% |
| 13F Filers Exiting SCHG | ||||
| Iams Wealth Management LLC | 5,999 | 0 | -5,999 | -100.00% |
| Worth Asset Management LLC | 14,525 | 0 | -14,525 | -100.00% |
| Retireful LLC | 5,938 | 0 | -5,938 | -100.00% |
| Independent Wealth Network Inc. | 2,672 | 0 | -2,672 | -100.00% |
| Level Financial Advisors Inc. | 480 | 0 | -480 | -100.00% |
| Collective Family Office LLC | 2,891 | 0 | -2,891 | -100.00% |
| Tennessee Valley Asset Management Partners | 251 | 0 | -251 | -100.00% |
| Praetorian Wealth Management Inc. | 4,140 | 0 | -4,140 | -100.00% |
| Lloyd Advisory Services LLC. | 23,122 | 0 | -23,122 | -100.00% |
| Pacifica Partners Inc. | 6 | 0 | -6 | -100.00% |
| Lake Street Financial LLC | 2,873 | 0 | -2,873 | -100.00% |
| Fulcrum Equity Management | 4,234 | 0 | -4,234 | -100.00% |
| Sound Income Strategies LLC | 151 | 0 | -151 | -100.00% |
| Kovack Advisors Inc. | 90,434 | 0 | -90,434 | -100.00% |
| Well Done LLC | 2,964 | 0 | -2,964 | -100.00% |
| SMI Advisory Services LLC | 5,751 | 0 | -5,751 | -100.00% |
| Beacon Capital Management Inc. | 46 | 0 | -46 | -100.00% |
| Moody National Bank Trust Division | 119,452 | 0 | -119,452 | -100.00% |
| First Citizens Bank & Trust Co. | 2,647 | 0 | -2,647 | -100.00% |
See Summary: Institutional Holders of SCHG
See Details: Top 10 Hedge Funds Holding SCHG
