HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing SCHY Share Count | ||||
| Caldwell Sutter Capital Inc. | 428 | 1,294 | +866 | +202.34% |
| Hamel Associates Inc. | 16,000 | 30,000 | +14,000 | +87.50% |
| Acorn Wealth Advisors LLC | 13,700 | 22,287 | +8,587 | +62.68% |
| LongView Wealth Management | 64,338 | 90,661 | +26,323 | +40.91% |
| Iron Financial LLC | 97,547 | 114,507 | +16,960 | +17.39% |
| Commonwealth Equity Services LLC | 67,207 | 73,843 | +6,636 | +9.87% |
| West Oak Capital LLC | 62,398 | 64,218 | +1,820 | +2.92% |
| CAP Partners LLC | 35,650 | 36,395 | +745 | +2.09% |
| Raymond James & Associates | 32,626 | 33,163 | +537 | +1.65% |
| AdvisorNet Financial Inc | 1,806 | 1,818 | +12 | +0.66% |
| Spinnaker Investment Group LLC | 39,619 | 39,860 | +241 | +0.61% |
| Noble Family Wealth LLC | 74,246 | 74,632 | +386 | +0.52% |
| CVA Family Office LLC | 21,567 | 21,574 | +7 | +0.03% |
| 13F Filers Reporting New Positions In SCHY | ||||
| Park Avenue Securities LLC | 0 | 9,369 | +9,369 | +100% |
| Simplex Trading LLC | 0 | 174 | +174 | +100% |
| Allworth Financial LP | 0 | 1,650 | +1,650 | +100% |
| Canvas Wealth Advisors LLC | 0 | 10,355 | +10,355 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| AlphaMark Advisors LLC | 125 | 125 | UNCH | 0.00% |
| Capital Investment Advisory Services LLC | 200 | 200 | UNCH | 0.00% |
| Bogart Wealth LLC | 4,200 | 4,200 | UNCH | 0.00% |
| Wedmont Private Capital | 38,305 | 38,305 | UNCH | 0.00% |
| Lodestar Private Asset Management LLC | 40,697 | 40,697 | UNCH | 0.00% |
| Clarity Capital Advisors LLC | 15,550 | 15,550 | UNCH | 0.00% |
| 13F Filers Decreasing SCHY Share Count | ||||
| Cambridge Advisors Inc. | 22,000 | 11,300 | -10,700 | -48.64% |
| Charles Schwab Trust Co | 313,249 | 179,787 | -133,462 | -42.61% |
| Sharkey Howes & Javer | 30,597 | 17,686 | -12,911 | -42.20% |
| Bruce G. Allen Investments LLC | 7,639 | 4,714 | -2,925 | -38.29% |
| Kohmann Bosshard Financial Services LLC | 564,317 | 514,548 | -49,769 | -8.82% |
| Principle Wealth Partners LLC | 361,413 | 349,986 | -11,427 | -3.16% |
| Cambridge Investment Research Advisors Inc. | 95,410 | 93,093 | -2,317 | -2.43% |
| Wealth Enhancement Advisory Services LLC | 57,594 | 56,426 | -1,168 | -2.03% |
| Myecfo LLC | 18,474 | 18,252 | -222 | -1.20% |
| First Merchants Corp | 183,181 | 182,234 | -947 | -0.52% |
| 13F Filers Exiting SCHY | ||||
| Tsfg LLC | 1,400 | 0 | -1,400 | -100.00% |
| Red Door Wealth Management LLC | 8,500 | 0 | -8,500 | -100.00% |
| Brookstone Capital Management | 14,501 | 0 | -14,501 | -100.00% |
See Summary: Institutional Holders of SCHY
See Details: Top 10 Hedge Funds Holding SCHY
