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Institutional Holders of SCHO

There is a long list of 576 institutional holders of SCHO within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of SCHO by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SCHO table below, the initial column indicates the name of each top institutional holder of SCHO, with a link to that fund's top holdings. The next columns indicate the amount of SCHO stock held by each of the institutional holders of SCHO, followed by the SCHO position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE80,019,826$3,876,961 12/31/2023
     SCHO80,019,826$3,876,961 12/31/2023
JPMorgan Chase & Co.36,124,072$1,750,211 12/31/2023
     SCHO36,124,072$1,750,211 12/31/2023
Ameriprise Financial Inc.9,855,603$472,817 12/31/2023
     SCHO9,855,603$472,817 12/31/2023
Sei Investments Co.6,627,199$321,088 12/31/2023
     SCHO6,627,199$321,088 12/31/2023
Charles Schwab Investment Management Inc.3,568,829$172,910 12/31/2023
     SCHO3,568,829$172,910 12/31/2023
Envestnet Asset Management Inc.2,835,633$137,386 12/31/2023
     SCHO2,835,633$137,386 12/31/2023
Stifel Financial Corp2,399,129$116,239 12/31/2023
     SCHO2,399,129$116,239 12/31/2023
Twin Tree Management LP $112,398 12/31/2023
     Call1,658,900$126,292 12/31/2023
     Put182,500$13,894 12/31/2023
Morningstar Investment Management LLC1,901,748$92,140 12/31/2023
     SCHO1,901,748$92,140 12/31/2023
Wealthfront Advisers LLC1,807,465$87,138 03/31/2024
     SCHO1,807,465$87,138 03/31/2024
Clearwater Capital Advisors LLC1,613,749$78,186 12/31/2023
     SCHO1,613,749$78,186 12/31/2023
State Street Corp1,550,000$75,098 12/31/2023
     SCHO1,550,000$75,098 12/31/2023
SCS Capital Management LLC1,468,991$71,173 12/31/2023
     SCHO1,468,991$71,173 12/31/2023
The PNC Financial Services Group Inc.1,413,279$68,473 12/31/2023
     SCHO1,413,279$68,473 12/31/2023
Morgan Stanley1,359,810$65,883 12/31/2023
     SCHO1,359,810$65,883 12/31/2023
Mercer Global Advisors Inc. ADV1,320,082$63,958 12/31/2023
     SCHO1,320,082$63,958 12/31/2023
Greenline Partners LLC1,142,033$58,767 12/31/2023
     SCHO1,142,033$58,767 12/31/2023
MCF Advisors LLC1,124,007$54,188 03/31/2024
     SCHO1,124,007$54,188 03/31/2024
LPL Financial LLC830,055$40,216 12/31/2023
     SCHO830,055$40,216 12/31/2023
Bangor Savings Bank770,660$37,154 03/31/2024
     SCHO770,660$37,154 03/31/2024
FLC Capital Advisors723,957$35,076 12/31/2023
     SCHO723,957$35,076 12/31/2023
Fund Evaluation Group LLC729,855$35,027 12/31/2023
     SCHO729,855$35,027 12/31/2023
Massmutual Trust Co. FSB ADV696,162$33,562 03/31/2024
     SCHO696,162$33,562 03/31/2024
Brandywine Oak Private Wealth LLC689,381$33,401 12/31/2023
     SCHO689,381$33,401 12/31/2023
Royal Bank of Canada688,420$33,354 12/31/2023
     SCHO688,420$33,354 12/31/2023
Moisand Fitzgerald Tamayo LLC641,775$30,940 03/31/2024
     SCHO641,775$30,940 03/31/2024
Busey Wealth Management637,108$30,868 12/31/2023
     SCHO637,108$30,868 12/31/2023
West Coast Financial LLC637,814$30,749 03/31/2024
     SCHO637,814$30,749 03/31/2024
Evermay Wealth Management LLC618,802$29,981 12/31/2023
     SCHO618,802$29,981 12/31/2023
United Capital Management of KS Inc.567,834$27,512 12/31/2023
     SCHO567,834$27,512 12/31/2023
Altiora Financial Group LLC531,258$25,612 03/31/2024
     SCHO531,258$25,612 03/31/2024
DAVENPORT & Co LLC523,079$25,343 12/31/2023
     SCHO523,079$25,343 12/31/2023
Wells Fargo & Company MN504,774$24,456 12/31/2023
     SCHO504,774$24,456 12/31/2023
Financial Counselors Inc.504,280$24,432 12/31/2023
     SCHO504,280$24,432 12/31/2023
Renaissance Technologies LLC496,200$24,041 12/31/2023
     SCHO496,200$24,041 12/31/2023
UBS Group AG491,547$23,815 12/31/2023
     SCHO491,547$23,815 12/31/2023
Thrivent Financial for Lutherans483,695$23,435 12/31/2023
     SCHO483,695$23,435 12/31/2023
Stephens Group Asset Management LLC470,899$22,702 03/31/2024
     SCHO470,899$22,702 03/31/2024
Apella Capital LLC461,371$22,141 03/31/2024
     SCHO461,371$22,141 03/31/2024
STA Wealth Management LLC397,812$19,274 12/31/2023
     SCHO397,812$19,274 12/31/2023
Traverso Chambers Private Wealth Management LLC396,034$19,188 12/31/2023
     SCHO396,034$19,188 12/31/2023
Wealth Enhancement Advisory Services LLC397,706$19,173 03/31/2024
     SCHO397,706$19,173 03/31/2024
Truist Financial Corp395,674$19,170 12/31/2023
     SCHO395,674$19,170 12/31/2023
Williams Financial LLC382,559$18,443 03/31/2024
     SCHO382,559$18,443 03/31/2024
LVW Advisors LLC373,708$18,016 03/31/2024
     SCHO373,708$18,016 03/31/2024
Leavell Investment Management Inc.368,509$17,854 12/31/2023
     SCHO368,509$17,854 12/31/2023
Captrust Financial Advisors364,614$17,666 12/31/2023
     SCHO364,614$17,666 12/31/2023
HighTower Advisors LLC360,612$17,494 12/31/2023
     SCHO360,612$17,494 12/31/2023
Bouchey Financial Group Ltd353,648$17,134 12/31/2023
     SCHO353,648$17,134 12/31/2023
Towneley Capital Management Inc DE350,960$17,004 12/31/2023
     SCHO350,960$17,004 12/31/2023

See All: Funds Holding SCHO
See Details: Top 10 Hedge Funds Holding SCHO
Also See: SCHO Holdings Changes

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