HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing SCHJ Share Count | ||||
| Commonwealth Equity Services LLC | 4,598 | 10,432 | +5,834 | +126.88% |
| TAP Consulting LLC | 86,836 | 142,471 | +55,635 | +64.07% |
| Columbus Macro LLC | 108,378 | 152,343 | +43,965 | +40.57% |
| Compass Financial Group INC SD | 18,616 | 23,402 | +4,786 | +25.71% |
| Cambridge Investment Research Advisors Inc. | 28,979 | 36,231 | +7,252 | +25.03% |
| Charles Schwab Trust Co | 24,269 | 28,848 | +4,579 | +18.87% |
| Crescent Sterling Ltd. | 8,284 | 8,618 | +334 | +4.03% |
| Lederer & Associates Investment Counsel CA | 12,499 | 12,713 | +214 | +1.71% |
| Wedmont Private Capital | 13,391 | 13,502 | +111 | +0.83% |
| Financial Strategies Group Inc. | 11,573 | 11,613 | +40 | +0.35% |
| 13F Filers Reporting New Positions In SCHJ | ||||
| Perigon Wealth Management LLC | 0 | 6,122 | +6,122 | +100% |
| LifeSteps Financial Inc. | 0 | 100 | +100 | +100% |
| White Wing Wealth Management | 0 | 85,051 | +85,051 | +100% |
| Focus Financial Network Inc. | 0 | 6,447 | +6,447 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| NBC Securities Inc. | 202 | 202 | UNCH | 0.00% |
| AdvisorNet Financial Inc | 741 | 741 | UNCH | 0.00% |
| Dynamic Advisor Solutions LLC | 4,341 | 4,341 | UNCH | 0.00% |
| Northwest Capital Management Inc | 83 | 83 | UNCH | 0.00% |
| Lodestone Wealth Management LLC | 6,935 | 6,935 | UNCH | 0.00% |
| Altiora Financial Group LLC | 34,710 | 34,710 | UNCH | 0.00% |
| 13F Filers Decreasing SCHJ Share Count | ||||
| CWM LLC | 162 | 79 | -83 | -51.23% |
| Worth Asset Management LLC | 9,197 | 5,598 | -3,599 | -39.13% |
| Brookstone Capital Management | 31,733 | 25,545 | -6,188 | -19.50% |
| Capital Asset Advisory Services LLC | 8,928 | 8,257 | -671 | -7.52% |
| Wealth Enhancement Advisory Services LLC | 5,624 | 5,434 | -190 | -3.38% |
| Rosenberg Matthew Hamilton | 55,833 | 54,968 | -865 | -1.55% |
| 13F Filers Exiting SCHJ | ||||
| Midwest Heritage Bank FSB | 4,276 | 0 | -4,276 | -100.00% |
| Meridian Wealth Management LLC | 44,298 | 0 | -44,298 | -100.00% |
| Allworth Financial LP | 5 | 0 | -5 | -100.00% |
| M&R Capital Management Inc. | 350 | 0 | -350 | -100.00% |
See Summary: Institutional Holders of SCHJ
See Details: Top 10 Hedge Funds Holding SCHJ
