HoldingsChannel.com
SCHH Holdings Changes image
This page summarizes the SCHH holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2019 period, comparing share count change from 9/30/2019 to 12/31/2019. Share count is compared over these two periods to provide an indication of whether SCHH is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer9/30/2019
 Share Count 
12/31/2019
 Share Count 
Change% Change
13F Filers Increasing SCHH Share Count
Steward Partners Investment Advisory LLC 22 588 +566 +2572.73%
CWM LLC 53 1,201 +1,148 +2166.04%
Valeo Financial Advisors LLC 348 7,622 +7,274 +2090.23%
Allworth Financial LP 11 136 +125 +1136.36%
Clear Investment Research LLC 2,715 30,004 +27,289 +1005.12%
Tower Research Capital LLC TRC 1,895 20,779 +18,884 +996.52%
Laurel Wealth Advisors Inc. 6,826 33,392 +26,566 +389.19%
Sandy Spring Bank 100 350 +250 +250.00%
Rockefeller Capital Management L.P. 324 815 +491 +151.54%
Betterment LLC 18,798 37,020 +18,222 +96.94%
Mycio Wealth Partners LLC 2,538 4,715 +2,177 +85.78%
Providence Wealth Advisors LLC 13,795 25,096 +11,301 +81.92%
Madden Advisory Services Inc. 34,442 59,631 +25,189 +73.13%
Bank of New York Mellon Corp 73,856 124,777 +50,921 +68.95%
MAI Capital Management 10,700 17,256 +6,556 +61.27%
Northwestern Mutual Wealth Management Co. 38,832 61,242 +22,410 +57.71%
Sound Income Strategies LLC 7 11 +4 +57.14%
Armor Investment Advisors LLC 1,854 2,852 +998 +53.83%
Trustcore Financial Services LLC 13,415 19,539 +6,124 +45.65%
Bfsg LLC 17,831 24,719 +6,888 +38.63%
Stifel Financial Corp 20,814 28,410 +7,596 +36.49%
DiMeo Schneider & Associates L.L.C. 32,964 43,867 +10,903 +33.08%
Koshinski Asset Management Inc. 16,503 21,761 +5,258 +31.86%
Advisory Services Network LLC 43,313 56,167 +12,854 +29.68%
Northern Trust Corp 636 803 +167 +26.26%
Proequities Inc. 293 369 +76 +25.94%
PNC Financial Services Group Inc. 5,629,746 7,077,497 +1,447,751 +25.72%
Fifth Third Bancorp 845 1,057 +212 +25.09%
SignalPoint Asset Management LLC 7,616 9,527 +1,911 +25.09%
REDW Wealth LLC 16,523 20,520 +3,997 +24.19%
BNP Paribas Arbitrage SA 2,134 2,639 +505 +23.66%
MML Investors Services LLC 50,755 62,654 +11,899 +23.44%
Parkside Financial Bank & Trust 2,138 2,629 +491 +22.97%
Charles Schwab Investment Management Inc. 1,584,921 1,940,306 +355,385 +22.42%
Benjamin F. Edwards & Company Inc. 52,503 63,626 +11,123 +21.19%
Rational Advisors LLC 5,134 6,104 +970 +18.89%
UBS Group AG 28,637 33,891 +5,254 +18.35%
Citigroup Inc. 676 795 +119 +17.60%
LPL Financial LLC 87,408 102,605 +15,197 +17.39%
Interactive Financial Advisors 79,294 91,811 +12,517 +15.79%
Stokes Capital Advisors LLC 28,321 32,685 +4,364 +15.41%
Moneta Group Investment Advisors LLC 759,953 876,849 +116,896 +15.38%
Sensible Financial Planning & Management LLC. 47,273 54,104 +6,831 +14.45%
Aptus Capital Advisors LLC 538 614 +76 +14.13%
Financial Engines Advisors L.L.C. 8,897,711 10,125,577 +1,227,866 +13.80%
HighTower Advisors LLC 91,292 103,395 +12,103 +13.26%
Great Lakes Advisors LLC 6,400 7,222 +822 +12.84%
FC Advisory LLC 11,899 13,417 +1,518 +12.76%
Certified Advisory Corp 139 155 +16 +11.51%
Charles Schwab Trust Co 84,732 94,417 +9,685 +11.43%
Almanack Investment Partners LLC. 70,655 78,170 +7,515 +10.64%
Apollon Wealth Management LLC 48,048 53,146 +5,098 +10.61%
Cambridge Advisors Inc. 27,693 30,605 +2,912 +10.52%
United Capital Financial Advisers LLC 31,659 34,916 +3,257 +10.29%
US Bancorp DE 3,069,002 3,378,769 +309,767 +10.09%
Pinnacle Advisory Group Inc. 33,750 36,980 +3,230 +9.57%
Kingsview Wealth Management LLC 6,467 7,044 +577 +8.92%
Bank of America Corp DE 127,418 138,262 +10,844 +8.51%
361 Capital LLC 44,065 47,579 +3,514 +7.97%
WT Wealth Management 55,578 59,998 +4,420 +7.95%
Trillium Asset Management LLC 28,810 31,010 +2,200 +7.64%
Foster Victor Wealth Advisors LLC 6,557 7,057 +500 +7.63%
HHM Wealth Advisors LLC 21,409 23,034 +1,625 +7.59%
AE Wealth Management LLC 28,840 31,013 +2,173 +7.53%
Marshall Financial Group Inc. ADV 65,959 70,877 +4,918 +7.46%
Greenleaf Trust 11,376 12,221 +845 +7.43%
Nelson Van Denburg & Campbell Wealth Management Group LLC 53,055 56,990 +3,935 +7.42%
Newman Dignan & Sheerar Inc. 6,664 7,146 +482 +7.23%
Grove Bank & Trust 39,150 41,949 +2,799 +7.15%
Raymond James Financial Services Advisors Inc. 174,184 186,435 +12,251 +7.03%
Krilogy Financial LLC 140,653 150,371 +9,718 +6.91%
SeaCrest Wealth Management LLC 40,080 42,807 +2,727 +6.80%
Cypress Capital LLC 188,558 201,039 +12,481 +6.62%
Mariner LLC 44,031 46,810 +2,779 +6.31%
IFG Advisors LLC 18,138 19,218 +1,080 +5.95%
D.B. Root & Company LLC 20,120 21,300 +1,180 +5.86%
Morgan Stanley 195,817 207,205 +11,388 +5.82%
Front Row Advisors LLC 1,831 1,932 +101 +5.52%
Charles Schwab Investment Advisory Inc. 26,213,055 27,644,854 +1,431,799 +5.46%
Millburn Ridgefield Corp 459,227 482,891 +23,664 +5.15%
Catalyst Capital Advisors LLC 459,227 482,891 +23,664 +5.15%
Natixis Advisors L.P. 27,772 29,185 +1,413 +5.09%
Private Advisor Group LLC 48,762 51,198 +2,436 +5.00%
First Republic Investment Management Inc. 5,376 5,625 +249 +4.63%
Blue Bell Private Wealth Management LLC 1,469 1,536 +67 +4.56%
Cambria Investment Management L.P. 43,181 45,099 +1,918 +4.44%
Tanglewood Wealth Management Inc. 126,680 132,084 +5,404 +4.27%
Harborview Advisors LLC 6,272 6,539 +267 +4.26%
Tarbox Family Office Inc. 24 25 +1 +4.17%
Baldrige Asset Management LLC 12,913 13,449 +536 +4.15%
Princeton Global Asset Management LLC 4,964 5,169 +205 +4.13%
Gemmer Asset Management LLC 140,795 146,451 +5,656 +4.02%
Benjamin Edwards Inc. 151 157 +6 +3.97%
Change Path LLC 192,871 200,534 +7,663 +3.97%
Kohmann Bosshard Financial Services LLC 205,234 213,155 +7,921 +3.86%
Citizens & Northern Corp 268,261 278,420 +10,159 +3.79%
Garde Capital Inc. 59,934 62,138 +2,204 +3.68%
Bangor Savings Bank 160,107 165,950 +5,843 +3.65%
PFG Advisors 15,122 15,665 +543 +3.59%
National Asset Management Inc. 7,454 7,708 +254 +3.41%
AdvisorNet Financial Inc 11,214 11,593 +379 +3.38%
Blair William & Co. IL 35,528 36,723 +1,195 +3.36%
ProVise Management Group LLC 13,696 14,144 +448 +3.27%
Smith Moore & CO. 51,417 53,064 +1,647 +3.20%
Financial Advocates Investment Management 79,025 81,416 +2,391 +3.03%
JMG Financial Group Ltd. 154,841 159,444 +4,603 +2.97%
JBJ Investment Partners LLC 206,903 213,015 +6,112 +2.95%
Sawtooth Solutions LLC 13,133 13,490 +357 +2.72%
Wells Fargo & Company MN 308,688 316,573 +7,885 +2.55%
Cahill Financial Advisors Inc. 58,556 60,025 +1,469 +2.51%
Foster & Motley Inc. 373,994 383,285 +9,291 +2.48%
First Mercantile Trust Co. 106,786 109,391 +2,605 +2.44%
Jones Financial Companies Lllp 3,200,223 3,276,218 +75,995 +2.37%
Sonora Investment Management LLC 518 530 +12 +2.32%
Gradient Investments LLC 13,715 14,026 +311 +2.27%
Peak Financial Management Inc. 10,480 10,715 +235 +2.24%
Omega Financial Group LLC 168,214 171,956 +3,742 +2.22%
Fairview Capital Investment Management LLC 34,500 35,225 +725 +2.10%
Reitz Capital Advisors LLC 28,917 29,519 +602 +2.08%
Citizens Financial Group Inc RI 352 359 +7 +1.99%
Red Cedar Capital LLC 1,182 1,205 +23 +1.95%
Selective Wealth Management Inc. 52 53 +1 +1.92%
Roundview Capital LLC 58,831 59,952 +1,121 +1.91%
SJA Financial Advisory LLC 5,508 5,613 +105 +1.91%
FormulaFolio Investments LLC 72,640 74,017 +1,377 +1.90%
FineMark National Bank & Trust 8,577 8,739 +162 +1.89%
CWA Asset Management Group LLC 7,435 7,570 +135 +1.82%
Financial Architects Inc 58 59 +1 +1.72%
Brand Asset Management Group Inc. 187,097 190,254 +3,157 +1.69%
Ladenburg Thalmann Financial Services Inc. 87,664 89,077 +1,413 +1.61%
Manchester Financial Inc. 35,046 35,600 +554 +1.58%
Gradient Capital Advisors LLC 57,156 58,028 +872 +1.53%
Gladstone Institutional Advisory LLC 85,070 86,363 +1,293 +1.52%
Courage Miller Partners LLC 130,643 132,621 +1,978 +1.51%
Dynamic Advisor Solutions LLC 4,383 4,448 +65 +1.48%
Wealthcare Advisory Partners LLC 1,843 1,870 +27 +1.47%
Altfest L J & Co. Inc. 9,746 9,884 +138 +1.42%
Evanson Asset Management LLC 4,517 4,581 +64 +1.42%
CLS Investments LLC 100,000 101,395 +1,395 +1.40%
Resources Investment Advisors LLC. 72,298 73,107 +809 +1.12%
Janney Montgomery Scott LLC 55,528 56,074 +546 +0.98%
Advisory Alpha LLC 57,723 58,284 +561 +0.97%
BerganKDV Wealth Management LLC 82,711 83,510 +799 +0.97%
Truewealth LLC 2,259 2,279 +20 +0.89%
Rocky Mountain Advisers LLC 1,474 1,487 +13 +0.88%
JPMorgan Chase & Co. 32,372 32,655 +283 +0.87%
State Street Corp 13,824 13,931 +107 +0.77%
Tradewinds Capital Management LLC 22,451 22,620 +169 +0.75%
HAP Trading LLC 61,163 61,618 +455 +0.74%
Alesco Advisors LLC 784,827 789,615 +4,788 +0.61%
Merriman Wealth Management LLC 8,335 8,384 +49 +0.59%
Palisades Hudson Asset Management L.P. 11,248 11,304 +56 +0.50%
Appleton Partners Inc. MA 74,688 75,030 +342 +0.46%
BlueSky Wealth Advisors LLC 187,112 187,956 +844 +0.45%
Bedel Financial Consulting Inc. 1,370 1,376 +6 +0.44%
Private Ocean LLC 1,057 1,061 +4 +0.38%
Roble Belko & Company Inc 3,638 3,650 +12 +0.33%
TAP Consulting LLC 8,409 8,436 +27 +0.32%
Armbruster Capital Management Inc. 109,797 110,052 +255 +0.23%
Chicago Partners Investment Group LLC 46,519 46,608 +89 +0.19%
AdvicePeriod LLC 18,311 18,346 +35 +0.19%
Hoylecohen LLC 12,672 12,687 +15 +0.12%
Wealthcare Capital Management LLC 3,004 3,007 +3 +0.10%
Summit Wealth & Retirement Planning Inc. 39,446 39,470 +24 +0.06%
Strategic Family Wealth Counselors L.L.C. 33,711 33,721 +10 +0.03%
Texas Yale Capital Corp. 39,078 39,080 +2 +0.01%
Alpha Omega Wealth Management LLC 11,189 11,190 +1 +0.01%
13F Filers Reporting New Positions In SCHH
Personal Wealth Partners 0 0 UNCH 100%
Synovus Financial Corp 0 162 +162 +100%
CENTRAL TRUST Co 0 491 +491 +100%
Truist Financial Corp 0 66,520 +66,520 +100%
Townsend Asset Management Corp NC ADV 0 17 +17 +100%
OLD Second National Bank of Aurora 0 705 +705 +100%
Wolverine Trading LLC 0 6,778 +6,778 +100%
UMB Bank N A MO 0 7,593 +7,593 +100%
Acorn Financial Advisory Services Inc. ADV 0 8,654 +8,654 +100%
Duncker Streett & Co. Inc. 0 140 +140 +100%
Renaissance Technologies LLC 0 4,700 +4,700 +100%
Advanced Asset Management Advisors Inc 0 280 +280 +100%
Avantax Advisory Services Inc. 0 15,775 +15,775 +100%
Equitable Holdings Inc. 0 6,193 +6,193 +100%
Plante Moran Financial Advisors LLC 0 116 +116 +100%
Vigilant Capital Management LLC 0 65 +65 +100%
Alaska Permanent Capital Management 0 4,955 +4,955 +100%
Morningstar Investment Services LLC 0 94,360 +94,360 +100%
Simplex Trading LLC 0 902 +902 +100%
Garrison Asset Management LLC 0 6,372 +6,372 +100%
Spectrum Management Group Inc. 0 1,201 +1,201 +100%
Allianz Asset Management GmbH 0 159,288 +159,288 +100%
InterOcean Capital LLC 0 7,647 +7,647 +100%
Litman Gregory Asset Management LLC 0 58 +58 +100%
Column Capital Advisors LLC 0 2,519 +2,519 +100%
Cerity Partners LLC 0 77,414 +77,414 +100%
Perigon Wealth Management LLC 0 8,319 +8,319 +100%
Jane Street Group LLC 0 109,797 +109,797 +100%
Financial Advisory Service Inc. 0 775 +775 +100%
Advisors Preferred LLC 0 13,670 +13,670 +100%
Sunbelt Securities Inc. 0 167 +167 +100%
Lakeview Capital Partners LLC 0 2,092 +2,092 +100%
Mirador Capital Partners LP 0 5,706 +5,706 +100%
Quadrant Capital Group LLC 0 397 +397 +100%
Integrated Advisors Network LLC 0 5,433 +5,433 +100%
Capital Insight Partners LLC 0 14,975 +14,975 +100%
Curtis Advisory Group LLC 0 15,090 +15,090 +100%
Sugarloaf Wealth Management LLC 0 581 +581 +100%
Capital Asset Advisory Services LLC 0 451 +451 +100%
Independence Advisors LLC 0 34 +34 +100%
Ibex Wealth Advisors 0 53,541 +53,541 +100%
Cabana LLC 0 3,114 +3,114 +100%
Ascension Capital Advisors Inc. 0 89,862 +89,862 +100%
Ambassador Advisors LLC 0 1,212 +1,212 +100%
Anavon Capital LLP 0 12,700 +12,700 +100%
Wall Capital Group Inc. 0 7,549 +7,549 +100%
McIlrath & Eck LLC 0 122 +122 +100%
AlphaCore Capital LLC 0 11 +11 +100%
Capital Bank & Trust Co 0 2,914 +2,914 +100%
Carmichael Hill & Associates Inc. 0 1,487 +1,487 +100%
APCM Wealth Management for Individuals 0 4,955 +4,955 +100%
Beacon Pointe Advisors LLC 0 6,944 +6,944 +100%
EWG Elevate Inc. 0 60,298 +60,298 +100%
Lindbrook Capital LLC 0 25 +25 +100%
PSI Advisors LLC 0 156 +156 +100%
Ieq Capital LLC 0 6,973 +6,973 +100%
Blueprint Investment Partners LLC 0 62,023 +62,023 +100%
Loveless Wealth Management LLC 0 14,721 +14,721 +100%
BCS Wealth Management 0 18,422 +18,422 +100%
Aurora Investment Managers LLC. 0 119,955 +119,955 +100%
Silicon Hills Wealth Management LLC 0 1 +1 +100%
HawsGoodwin Investment Management LLC 0 77 +77 +100%
Firestone Capital Management 0 84,725 +84,725 +100%
Atticus Wealth Management LLC 0 578 +578 +100%
Lionsbridge Wealth Management LLC 0 3 +3 +100%
Vista Wealth Management Group LLC 0 8,791 +8,791 +100%
Arkadios Wealth Advisors 0 213 +213 +100%
LifeSteps Financial Inc. 0 14,234 +14,234 +100%
Tobias Financial Advisors Inc. 0 3 +3 +100%
Marotta Asset Management 0 35,647 +35,647 +100%
Aurora Private Wealth Inc. 0 10,255 +10,255 +100%
Strategic Financial Planning Inc. 0 158,922 +158,922 +100%
TI Trust Inc. 0 87 +87 +100%
Orion Portfolio Solutions LLC 0 2,867 +2,867 +100%
Capital Advisory Group Advisory Services LLC 0 123 +123 +100%
Sculati Wealth Management LLC 0 38,363 +38,363 +100%
Ballast Advisors LLC 0 37,007 +37,007 +100%
Aprio Wealth Management LLC 0 29,026 +29,026 +100%
Sailer Financial LLC 0 78 +78 +100%
13F Filers With Unchanged Share Count
Beck Mack & Oliver LLC 10,750 10,750 UNCH 0.00%
Meeder Asset Management Inc. 78 78 UNCH 0.00%
Rowland Carmichael Advisors Inc. ADV 554 554 UNCH 0.00%
QCI Asset Management Inc. NY 800 800 UNCH 0.00%
Parametric Portfolio Associates LLC 28,845 28,845 UNCH 0.00%
Berkshire Asset Management LLC PA 34,171 34,171 UNCH 0.00%
Tompkins Financial Corp 1,345 1,345 UNCH 0.00%
Segall Bryant & Hamill LLC 18,668 18,668 UNCH 0.00%
Bridges Investment Management Inc. 7,143 7,143 UNCH 0.00%
Intrust Bank NA 7,552 7,552 UNCH 0.00%
Nomura Asset Management Co. Ltd. 6,799 6,799 UNCH 0.00%
Trust Co. of Vermont 76 76 UNCH 0.00%
Oppenheimer Asset Management Inc. 126 126 UNCH 0.00%
Brown Advisory Inc. 6,126 6,126 UNCH 0.00%
AlphaMark Advisors LLC 800 800 UNCH 0.00%
Regis Management CO LLC 9,254 9,254 UNCH 0.00%
Contravisory Investment Management Inc. 50 50 UNCH 0.00%
Horrell Capital Management Inc. 110 110 UNCH 0.00%
Marquette Asset Management LLC 22,111 22,111 UNCH 0.00%
Barnett & Company Inc. 325 325 UNCH 0.00%
Capital Directions Investment Advisors LLC 869 869 UNCH 0.00%
Ancora Advisors LLC 9,777 9,777 UNCH 0.00%
Asset Dedication LLC 856 856 UNCH 0.00%
Barrett Asset Management LLC 4,150 4,150 UNCH 0.00%
Carroll Financial Associates Inc. 8 8 UNCH 0.00%
Financial Management Professionals Inc. 20 20 UNCH 0.00%
Lenox Wealth Advisors LLC 4 4 UNCH 0.00%
Focused Wealth Management Inc 53 53 UNCH 0.00%
SRS Capital Advisors Inc. 31 31 UNCH 0.00%
Tortoise Investment Management LLC 305 305 UNCH 0.00%
Curbstone Financial Management Corp 27,950 27,950 UNCH 0.00%
Burt Wealth Advisors 1,249 1,249 UNCH 0.00%
Glassman Wealth Services 100 100 UNCH 0.00%
D Orazio & Associates Inc. 394 394 UNCH 0.00%
Capital Investment Advisory Services LLC 389 389 UNCH 0.00%
Legacy Bridge LLC 25 25 UNCH 0.00%
Pinnacle Bank 448 448 UNCH 0.00%
Emerald Investment Partners LLC 232 232 UNCH 0.00%
Investors Research Corp 196 196 UNCH 0.00%
Pflug Koory LLC 112 112 UNCH 0.00%
Principle Wealth Partners LLC 10,411 10,411 UNCH 0.00%
Jackson Hole Capital Partners LLC 260 260 UNCH 0.00%
Knuff & Co LLC 78 78 UNCH 0.00%
Joseph P. Lucia & Associates LLC 1,130 1,130 UNCH 0.00%
Weaver Consulting Group 326 326 UNCH 0.00%
Tsfg LLC 16 16 UNCH 0.00%
13F Filers Decreasing SCHH Share Count
C M Bidwell & Associates Ltd. 938 60 -878 -93.60%
Howe & Rusling Inc. 141 11 -130 -92.20%
Envestnet Asset Management Inc. 8,733,176 967,631 -7,765,545 -88.92%
Susquehanna International Group LLP 17,689 4,538 -13,151 -74.35%
GeoWealth Management LLC 107,876 27,900 -79,976 -74.14%
Valley National Advisers Inc. 940 297 -643 -68.40%
Stearns Financial Services Group 135 45 -90 -66.67%
Whittier Trust Co. 47 17 -30 -63.83%
Morningstar Investment Management LLC 84,612 31,041 -53,571 -63.31%
Bank of Montreal Can 3,739 1,515 -2,224 -59.48%
Signaturefd LLC 3,648 1,553 -2,095 -57.43%
Cambridge Investment Research Advisors Inc. 193,544 93,053 -100,491 -51.92%
Atria Investments LLC 26,246 12,723 -13,523 -51.52%
Flagship Harbor Advisors LLC 24 12 -12 -50.00%
Cypress Capital Management LLC WY 200 100 -100 -50.00%
NewSquare Capital LLC 2 1 -1 -50.00%
LifePlan Financial Group Inc 615 323 -292 -47.48%
NEXT Financial Group Inc 7,308 3,870 -3,438 -47.04%
Advisor Group Inc. 192,885 108,654 -84,231 -43.67%
Ameriprise Financial Inc. 1,036,958 607,664 -429,294 -41.40%
Commonwealth Equity Services LLC 162,400 95,721 -66,679 -41.06%
Prime Capital Investment Advisors LLC 102,757 64,182 -38,575 -37.54%
Optimum Investment Advisors 513 323 -190 -37.04%
TCI Wealth Advisors Inc. 1,280 839 -441 -34.45%
Parallel Advisors LLC 3,292 2,200 -1,092 -33.17%
Captrust Financial Advisors 153,024 106,577 -46,447 -30.35%
VERITY Wealth Advisors 8,307 5,837 -2,470 -29.73%
Bigelow Investment Advisors LLC 16,444 12,117 -4,327 -26.31%
Global Wealth Management Investment Advisory Inc. 407 303 -104 -25.55%
Centric Wealth Management 54,285 42,346 -11,939 -21.99%
UBS Asset Management Americas Inc. 314,643 247,543 -67,100 -21.33%
Sowell Financial Services LLC 6,095 4,877 -1,218 -19.98%
Efficient Advisors LLC 22,390 18,080 -4,310 -19.25%
Sequoia Financial Advisors LLC 7,536 6,128 -1,408 -18.68%
Piershale Financial Group Inc. 430,716 352,217 -78,499 -18.23%
BlackRock Inc. 22,186 18,141 -4,045 -18.23%
Hudock Capital Group LLC 700 575 -125 -17.86%
Pinkerton Retirement Specialists LLC 136,467 114,715 -21,752 -15.94%
Droms Strauss Advisors Inc. MO ADV 133,782 112,673 -21,109 -15.78%
Citadel Advisors LLC 18,745 15,948 -2,797 -14.92%
Larson Financial Group LLC 2,511 2,155 -356 -14.18%
Managed Account Services Inc. 39,441 34,223 -5,218 -13.23%
Versant Capital Management Inc 99 86 -13 -13.13%
Empirical Financial Services LLC d.b.a. Empirical Wealth Management 12,525 10,953 -1,572 -12.55%
Stratos Wealth Advisors LLC 62,926 55,816 -7,110 -11.30%
Landmark Financial Advisors LLC 37,794 33,572 -4,222 -11.17%
FMR LLC 2,508 2,233 -275 -10.96%
Hengehold Capital Management LLC 8,246 7,391 -855 -10.37%
Royal Bank of Canada 179,299 160,849 -18,450 -10.29%
Allen Capital Group LLC 13,753 12,388 -1,365 -9.93%
Atlas Capital Advisors LLC 26,788 24,260 -2,528 -9.44%
David R. Rahn & Associates Inc. 19,827 17,986 -1,841 -9.29%
Black Diamond Financial LLC 21,641 19,805 -1,836 -8.48%
Raymond James & Associates 14,087 12,918 -1,169 -8.30%
Mission Wealth Management LP 43,958 40,440 -3,518 -8.00%
Ferguson Wellman Capital Management Inc. 7,713 7,158 -555 -7.20%
LVW Advisors LLC 124,280 115,624 -8,656 -6.96%
Sigma Planning Corp 6,103 5,684 -419 -6.87%
Hurlow Wealth Management Group Inc. 15,979 14,947 -1,032 -6.46%
Asset Management Group Inc. 9,546 8,967 -579 -6.07%
Cetera Advisors LLC 19,963 18,799 -1,164 -5.83%
Bridgeworth LLC 12,122 11,436 -686 -5.66%
Fund Evaluation Group LLC 899,283 848,918 -50,365 -5.60%
Northwest Quadrant Wealth Management LLC 204,733 194,869 -9,864 -4.82%
IFP Advisors Inc 4,551 4,337 -214 -4.70%
Aspiriant LLC 22,906 21,838 -1,068 -4.66%
Penobscot Investment Management Company Inc. 5,610 5,360 -250 -4.46%
Vista Capital Partners Inc. 27,344 26,172 -1,172 -4.29%
Matrix Trust Co 1,116,896 1,069,337 -47,559 -4.26%
SigFig Wealth Management LLC 12,732 12,190 -542 -4.26%
Mercer Global Advisors Inc. ADV 412,063 396,650 -15,413 -3.74%
Liberty Capital Management Inc. 11,845 11,456 -389 -3.28%
Lee Financial Co 3,645 3,530 -115 -3.16%
Creative Planning 14,142,855 13,711,725 -431,130 -3.05%
Moneywise Inc. 164,861 159,944 -4,917 -2.98%
BOK Financial Private Wealth Inc. 99,608 96,862 -2,746 -2.76%
North Star Asset Management Inc. 8,649 8,449 -200 -2.31%
Acorn Wealth Advisors LLC 8,418 8,224 -194 -2.30%
Pinnacle Family Advisors LLC 8,225 8,036 -189 -2.30%
Evensky & Katz LLC 176,238 172,337 -3,901 -2.21%
Buckingham Asset Management LLC 8,611 8,428 -183 -2.13%
McMahon Financial Advisors LLC 4,730 4,634 -96 -2.03%
QS Investors LLC 59,709 58,628 -1,081 -1.81%
3D Asset Management Inc. 15,353 15,114 -239 -1.56%
Mainstay Capital Management LLC ADV 16,510 16,265 -245 -1.48%
Friedenthal Financial 48,706 48,011 -695 -1.43%
Premise Capital LLC 214,152 211,194 -2,958 -1.38%
West Oak Capital LLC 4,441 4,380 -61 -1.37%
Whitnell & Co. 335,775 331,257 -4,518 -1.35%
Enterprise Financial Services Corp 8,802 8,692 -110 -1.25%
HBK Sorce Advisory LLC 200,622 198,487 -2,135 -1.06%
Truepoint Inc. 171,255 169,497 -1,758 -1.03%
Bailard Inc. 16,791 16,641 -150 -0.89%
Relaxing Retirement Coach 238,959 236,899 -2,060 -0.86%
Patriot Investment Management Inc. 66,147 65,615 -532 -0.80%
Kingfisher Capital LLC 9,777 9,705 -72 -0.74%
First Hawaiian Bank 135,676 134,825 -851 -0.63%
Emery Howard Portfolio Management Inc. 27,167 27,006 -161 -0.59%
CX Institutional 6,848 6,808 -40 -0.58%
Slow Capital Inc. 7,984 7,938 -46 -0.58%
Stratford Consulting LLC 116,725 116,204 -521 -0.45%
Wealthfront Advisers LLC 198,612 197,967 -645 -0.32%
Taylor Cottrill Erickson & Associates Inc. 175,507 175,067 -440 -0.25%
Cobblestone Capital Advisors LLC NY 31,245 31,175 -70 -0.22%
Jordan Park Group LLC 69,690 69,566 -124 -0.18%
Moisand Fitzgerald Tamayo LLC 231,556 231,144 -412 -0.18%
Wakefield Asset Management LLLP 6,296 6,291 -5 -0.08%
Jentner Corp 13,067 13,060 -7 -0.05%
Phocas Financial Corp. 51,141 51,116 -25 -0.05%
13F Filers Exiting SCHH
HBW Advisory Services LLC 10,193 0 -10,193 -100.00%
Golden State Wealth Management LLC 238 0 -238 -100.00%
Liberty Wealth Management LLC 298 0 -298 -100.00%
Cedar Brook Financial Partners LLC 5,285 0 -5,285 -100.00%
Coastal Capital Group Inc. 450 0 -450 -100.00%
Elwood & Goetz Wealth Advisory Group LLC 6,755 0 -6,755 -100.00%
AJ Wealth Strategies LLC 4,618 0 -4,618 -100.00%
Q3 Asset Management 75,033 0 -75,033 -100.00%
Elmwood Wealth Management Inc. 79 0 -79 -100.00%
Strategic Capital Advisers Inc. 39 0 -39 -100.00%
Independence Bank of Kentucky 14 0 -14 -100.00%
Strategic Wealth Partners Ltd. 117 0 -117 -100.00%
Harvest Group Wealth Management LLC 7 0 -7 -100.00%
Kalos Management Inc. 13,966 0 -13,966 -100.00%
Vista Private Wealth Partners. LLC 3,525 0 -3,525 -100.00%
Stuart Chaussee & Associates Inc. 10,375 0 -10,375 -100.00%
Stratos Wealth Partners LTD. 407 0 -407 -100.00%
Mark Sheptoff Financial Planning LLC 274 0 -274 -100.00%
One Capital Management LLC 12,321 0 -12,321 -100.00%
Hoertkorn Richard Charles 100 0 -100 -100.00%
Capital Investment Advisors LLC 4,296 0 -4,296 -100.00%
JNBA Financial Advisors 18 0 -18 -100.00%
JFS Wealth Advisors LLC 7 0 -7 -100.00%
Strategic Wealth Advisors Group LLC 15,240 0 -15,240 -100.00%
United Asset Strategies Inc. 4,877 0 -4,877 -100.00%
Cutler Group LP 99 0 -99 -100.00%
First Allied Advisory Services Inc. 923 0 -923 -100.00%
B & T Capital Management DBA Alpha Capital Management 2,438 0 -2,438 -100.00%
Northwest Investment Counselors LLC 1,255 0 -1,255 -100.00%
MidWestOne Financial Group Inc. 4,285 0 -4,285 -100.00%
BBVA USA Bancshares Inc. 31,700 0 -31,700 -100.00%
Hanson & Doremus Investment Management 20 0 -20 -100.00%
Reilly Financial Advisors LLC 741 0 -741 -100.00%
Wetherby Asset Management Inc. 9,936 0 -9,936 -100.00%
ING Groep NV 247,400 0 -247,400 -100.00%
Ameritas Investment Company LLC 1,047 0 -1,047 -100.00%
Goldman Sachs Group Inc. 79,823 0 -79,823 -100.00%
Whitener Capital Management Inc. 137 0 -137 -100.00%
Comerica Securities Inc. 30,606 0 -30,606 -100.00%
Huntington National Bank 749 0 -749 -100.00%
M&T Bank Corp 563,714 0 -563,714 -100.00%

See Summary: Institutional Holders of SCHH
See Details: Top 10 Hedge Funds Holding SCHH

SCHH Holdings Changes | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.