HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing SCHI Share Count | ||||
| Janney Montgomery Scott LLC | 5,485 | 480,300 | +474,815 | +8656.61% |
| Signaturefd LLC | 28 | 1,770 | +1,742 | +6221.43% |
| Raymond James Financial Services Advisors Inc. | 8,964 | 96,669 | +87,705 | +978.41% |
| Spire Wealth Management | 596 | 3,364 | +2,768 | +464.43% |
| Mutual Advisors LLC | 9,503 | 41,649 | +32,146 | +338.27% |
| American National Bank | 1,126 | 4,268 | +3,142 | +279.04% |
| Bank of New Hampshire | 11,302 | 40,801 | +29,499 | +261.01% |
| Prairiewood Capital LLC | 9,827 | 16,147 | +6,320 | +64.31% |
| Kaizen Financial Strategies | 62,935 | 97,750 | +34,815 | +55.32% |
| Charles Schwab Trust Co | 128,782 | 177,645 | +48,863 | +37.94% |
| Ogorek Anthony Joseph NY ADV | 295,357 | 388,708 | +93,351 | +31.61% |
| Clearview Wealth Advisors LLC | 8,456 | 11,040 | +2,584 | +30.56% |
| Beacon Bridge Wealth Partners LLC | 22,524 | 28,949 | +6,425 | +28.53% |
| Wealth Enhancement Advisory Services LLC | 130,874 | 160,676 | +29,802 | +22.77% |
| Wagner Wealth Management LLC | 32 | 39 | +7 | +21.88% |
| Van Strum & Towne Inc. | 12,947 | 15,062 | +2,115 | +16.34% |
| Proequities Inc. | 163 | 183 | +20 | +12.27% |
| Schaeffer Financial LLC | 10,492 | 11,728 | +1,236 | +11.78% |
| Forthright Family Wealth Advisory LLC | 43,918 | 47,197 | +3,279 | +7.47% |
| Bouchey Financial Group Ltd | 341,983 | 361,769 | +19,786 | +5.79% |
| Taddei Ludwig & Associates Inc. | 233,586 | 245,439 | +11,853 | +5.07% |
| Transform Wealth LLC | 29,483 | 30,825 | +1,342 | +4.55% |
| Signet Financial Management LLC | 64,281 | 67,119 | +2,838 | +4.41% |
| Citizens National Bank Trust Department | 51,787 | 52,502 | +715 | +1.38% |
| Capital Investment Advisory Services LLC | 180 | 182 | +2 | +1.11% |
| NorthCrest Asset Manangement LLC | 28,539 | 28,852 | +313 | +1.10% |
| Bristlecone Advisors LLC | 6,516 | 6,570 | +54 | +0.83% |
| Essex LLC | 52,060 | 52,260 | +200 | +0.38% |
| CVA Family Office LLC | 1,118 | 1,121 | +3 | +0.27% |
| FC Advisory LLC | 8,731 | 8,742 | +11 | +0.13% |
| 13F Filers Reporting New Positions In SCHI | ||||
| Huntington National Bank | 0 | 178 | +178 | +100% |
| DAVENPORT & Co LLC | 0 | 12,776 | +12,776 | +100% |
| NBT Bank N A NY | 0 | 42 | +42 | +100% |
| UMB Bank N A MO | 0 | 2,599 | +2,599 | +100% |
| Mitchell Sinkler & Starr PA | 0 | 3,845 | +3,845 | +100% |
| Raymond James & Associates | 0 | 767,453 | +767,453 | +100% |
| Rational Advisors LLC | 0 | 352,947 | +352,947 | +100% |
| BOK Financial Private Wealth Inc. | 0 | 3,715 | +3,715 | +100% |
| Benjamin F. Edwards & Company Inc. | 0 | 45 | +45 | +100% |
| Harbor Investment Advisory LLC | 0 | 1,193 | +1,193 | +100% |
| RiverFront Investment Group LLC | 0 | 3,863,892 | +3,863,892 | +100% |
| Allworth Financial LP | 0 | 241 | +241 | +100% |
| Private Advisor Group LLC | 0 | 6,316 | +6,316 | +100% |
| Perigon Wealth Management LLC | 0 | 16,898 | +16,898 | +100% |
| Larson Financial Group LLC | 0 | 101 | +101 | +100% |
| MONECO Advisors LLC | 0 | 6,557 | +6,557 | +100% |
| WealthBridge Capital Management LLC | 0 | 6,642 | +6,642 | +100% |
| First Pacific Financial | 0 | 286 | +286 | +100% |
| Source Financial Advisors LLC | 0 | 34,340 | +34,340 | +100% |
| Integral Investment Advisors Inc. | 0 | 11,395 | +11,395 | +100% |
| Andina Capital Management LLC | 0 | 37,210 | +37,210 | +100% |
| Range Financial Group LLC | 0 | 6,685 | +6,685 | +100% |
| Marmo Financial Group LLC | 0 | 140,246 | +140,246 | +100% |
| Delta Financial Group Inc. | 0 | 4,891 | +4,891 | +100% |
| ZRC Wealth Management LLC | 0 | 4,398 | +4,398 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Bangor Savings Bank | 1,234 | 1,234 | UNCH | 0.00% |
| Financial Management Professionals Inc. | 66 | 66 | UNCH | 0.00% |
| MCF Advisors LLC | 582 | 582 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 67 | 67 | UNCH | 0.00% |
| Northwest Capital Management Inc | 143 | 143 | UNCH | 0.00% |
| McCarthy Grittinger Financial Group LLC | 1,559 | 1,559 | UNCH | 0.00% |
| Planning Capital Management Corp | 100 | 100 | UNCH | 0.00% |
| 13F Filers Decreasing SCHI Share Count | ||||
| Aspire Wealth Management Corp | 1,614 | 58 | -1,556 | -96.41% |
| Pinnacle Wealth Management Group Inc. | 134,689 | 12,948 | -121,741 | -90.39% |
| Security Financial Services INC. | 28,512 | 7,116 | -21,396 | -75.04% |
| One Wealth Advisors LLC | 70,505 | 20,165 | -50,340 | -71.40% |
| Austin Private Wealth LLC | 105,335 | 36,760 | -68,575 | -65.10% |
| Global Retirement Partners LLC | 6,573 | 2,324 | -4,249 | -64.64% |
| Horst & Graben Wealth Management LLC | 139,167 | 50,941 | -88,226 | -63.40% |
| AdvisorNet Financial Inc | 15,495 | 6,377 | -9,118 | -58.84% |
| Geneos Wealth Management Inc. | 315 | 140 | -175 | -55.56% |
| TNF LLC | 29,974 | 16,925 | -13,049 | -43.53% |
| Cambridge Investment Research Advisors Inc. | 9,953 | 6,427 | -3,526 | -35.43% |
| Strategic Blueprint LLC | 59,430 | 38,478 | -20,952 | -35.25% |
| Commonwealth Equity Services LLC | 16,393 | 11,304 | -5,089 | -31.04% |
| Retirement Group LLC | 320 | 230 | -90 | -28.12% |
| FFG Retirement Advisors LLC | 85,473 | 62,416 | -23,057 | -26.98% |
| CWM LLC | 202 | 153 | -49 | -24.26% |
| Creative Financial Designs Inc. ADV | 19,210 | 14,581 | -4,629 | -24.10% |
| Sequoia Financial Advisors LLC | 8,959 | 7,915 | -1,044 | -11.65% |
| Nilsine Partners LLC | 35,379 | 34,295 | -1,084 | -3.06% |
| DecisionPoint Financial LLC | 78,462 | 76,247 | -2,215 | -2.82% |
| 13F Filers Exiting SCHI | ||||
| Signal Advisors Wealth LLC | 9,794 | 0 | -9,794 | -100.00% |
| LGT Financial Advisors LLC | 37 | 0 | -37 | -100.00% |
| Western Financial Corp CA | 8,572 | 0 | -8,572 | -100.00% |
| Sutton Place Investors LLC | 6,957 | 0 | -6,957 | -100.00% |
| Joule Financial LLC | 12,507 | 0 | -12,507 | -100.00% |
| Life Planning Partners Inc | 260 | 0 | -260 | -100.00% |
| Bradley & Co. Private Wealth Management LLC | 460 | 0 | -460 | -100.00% |
| Ronald Blue Trust Inc. | 4,254 | 0 | -4,254 | -100.00% |
| Mayflower Financial Advisors LLC | 22,922 | 0 | -22,922 | -100.00% |
| Firethorn Wealth Partners LLC | 7,335 | 0 | -7,335 | -100.00% |
| Sage Mountain Advisors LLC | 39 | 0 | -39 | -100.00% |
| Apeiron RIA LLC | 16,379 | 0 | -16,379 | -100.00% |
| Avion Wealth | 34 | 0 | -34 | -100.00% |
| Clear Creek Financial Management LLC | 7,509 | 0 | -7,509 | -100.00% |
| LexAurum Advisors LLC | 6,032 | 0 | -6,032 | -100.00% |
| Patriot Financial Group Insurance Agency LLC | 9,701 | 0 | -9,701 | -100.00% |
| Moisand Fitzgerald Tamayo LLC | 21 | 0 | -21 | -100.00% |
| RFG Advisory LLC | 9,603 | 0 | -9,603 | -100.00% |
| STA Wealth Management LLC | 11,812 | 0 | -11,812 | -100.00% |
See Summary: Institutional Holders of SCHI
See Details: Top 10 Hedge Funds Holding SCHI
