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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Bank of America Corp DE | 80,019,826 | $3,876,961 | 12/31/2023 |
SCHO | 80,019,826 | $3,876,961 | 12/31/2023 |
JPMorgan Chase & Co. | 36,124,072 | $1,750,211 | 12/31/2023 |
SCHO | 36,124,072 | $1,750,211 | 12/31/2023 |
Ameriprise Financial Inc. | 9,855,603 | $472,817 | 12/31/2023 |
SCHO | 9,855,603 | $472,817 | 12/31/2023 |
Sei Investments Co. | 6,627,199 | $321,088 | 12/31/2023 |
SCHO | 6,627,199 | $321,088 | 12/31/2023 |
Charles Schwab Investment Management Inc. | 3,568,829 | $172,910 | 12/31/2023 |
SCHO | 3,568,829 | $172,910 | 12/31/2023 |
Envestnet Asset Management Inc. | 2,835,633 | $137,386 | 12/31/2023 |
SCHO | 2,835,633 | $137,386 | 12/31/2023 |
Stifel Financial Corp | 2,399,129 | $116,239 | 12/31/2023 |
SCHO | 2,399,129 | $116,239 | 12/31/2023 |
Twin Tree Management LP | $112,398 | 12/31/2023 | |
Call | 1,658,900 | $126,292 | 12/31/2023 |
Put | 182,500 | $13,894 | 12/31/2023 |
Morningstar Investment Management LLC | 1,901,748 | $92,140 | 12/31/2023 |
SCHO | 1,901,748 | $92,140 | 12/31/2023 |
Wealthfront Advisers LLC | 1,807,465 | $87,138 | 03/31/2024 |
SCHO | 1,807,465 | $87,138 | 03/31/2024 |
Clearwater Capital Advisors LLC | 1,613,749 | $78,186 | 12/31/2023 |
SCHO | 1,613,749 | $78,186 | 12/31/2023 |
State Street Corp | 1,550,000 | $75,098 | 12/31/2023 |
SCHO | 1,550,000 | $75,098 | 12/31/2023 |
SCS Capital Management LLC | 1,468,991 | $71,173 | 12/31/2023 |
SCHO | 1,468,991 | $71,173 | 12/31/2023 |
The PNC Financial Services Group Inc. | 1,413,279 | $68,473 | 12/31/2023 |
SCHO | 1,413,279 | $68,473 | 12/31/2023 |
Morgan Stanley | 1,359,810 | $65,883 | 12/31/2023 |
SCHO | 1,359,810 | $65,883 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 1,320,082 | $63,958 | 12/31/2023 |
SCHO | 1,320,082 | $63,958 | 12/31/2023 |
Greenline Partners LLC | 1,142,033 | $58,767 | 12/31/2023 |
SCHO | 1,142,033 | $58,767 | 12/31/2023 |
MCF Advisors LLC | 1,124,007 | $54,188 | 03/31/2024 |
SCHO | 1,124,007 | $54,188 | 03/31/2024 |
LPL Financial LLC | 830,055 | $40,216 | 12/31/2023 |
SCHO | 830,055 | $40,216 | 12/31/2023 |
Bangor Savings Bank | 770,660 | $37,154 | 03/31/2024 |
SCHO | 770,660 | $37,154 | 03/31/2024 |
FLC Capital Advisors | 723,957 | $35,076 | 12/31/2023 |
SCHO | 723,957 | $35,076 | 12/31/2023 |
Fund Evaluation Group LLC | 729,855 | $35,027 | 12/31/2023 |
SCHO | 729,855 | $35,027 | 12/31/2023 |
Massmutual Trust Co. FSB ADV | 696,162 | $33,562 | 03/31/2024 |
SCHO | 696,162 | $33,562 | 03/31/2024 |
Brandywine Oak Private Wealth LLC | 689,381 | $33,401 | 12/31/2023 |
SCHO | 689,381 | $33,401 | 12/31/2023 |
Royal Bank of Canada | 688,420 | $33,354 | 12/31/2023 |
SCHO | 688,420 | $33,354 | 12/31/2023 |
Moisand Fitzgerald Tamayo LLC | 641,775 | $30,940 | 03/31/2024 |
SCHO | 641,775 | $30,940 | 03/31/2024 |
Busey Wealth Management | 637,108 | $30,868 | 12/31/2023 |
SCHO | 637,108 | $30,868 | 12/31/2023 |
West Coast Financial LLC | 637,814 | $30,749 | 03/31/2024 |
SCHO | 637,814 | $30,749 | 03/31/2024 |
Evermay Wealth Management LLC | 618,802 | $29,981 | 12/31/2023 |
SCHO | 618,802 | $29,981 | 12/31/2023 |
United Capital Management of KS Inc. | 567,834 | $27,512 | 12/31/2023 |
SCHO | 567,834 | $27,512 | 12/31/2023 |
Altiora Financial Group LLC | 531,258 | $25,612 | 03/31/2024 |
SCHO | 531,258 | $25,612 | 03/31/2024 |
DAVENPORT & Co LLC | 523,079 | $25,343 | 12/31/2023 |
SCHO | 523,079 | $25,343 | 12/31/2023 |
Wells Fargo & Company MN | 504,774 | $24,456 | 12/31/2023 |
SCHO | 504,774 | $24,456 | 12/31/2023 |
Financial Counselors Inc. | 504,280 | $24,432 | 12/31/2023 |
SCHO | 504,280 | $24,432 | 12/31/2023 |
Renaissance Technologies LLC | 496,200 | $24,041 | 12/31/2023 |
SCHO | 496,200 | $24,041 | 12/31/2023 |
UBS Group AG | 491,547 | $23,815 | 12/31/2023 |
SCHO | 491,547 | $23,815 | 12/31/2023 |
Thrivent Financial for Lutherans | 483,695 | $23,435 | 12/31/2023 |
SCHO | 483,695 | $23,435 | 12/31/2023 |
Stephens Group Asset Management LLC | 470,899 | $22,702 | 03/31/2024 |
SCHO | 470,899 | $22,702 | 03/31/2024 |
Apella Capital LLC | 461,371 | $22,141 | 03/31/2024 |
SCHO | 461,371 | $22,141 | 03/31/2024 |
STA Wealth Management LLC | 397,812 | $19,274 | 12/31/2023 |
SCHO | 397,812 | $19,274 | 12/31/2023 |
Traverso Chambers Private Wealth Management LLC | 396,034 | $19,188 | 12/31/2023 |
SCHO | 396,034 | $19,188 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 397,706 | $19,173 | 03/31/2024 |
SCHO | 397,706 | $19,173 | 03/31/2024 |
Truist Financial Corp | 395,674 | $19,170 | 12/31/2023 |
SCHO | 395,674 | $19,170 | 12/31/2023 |
Williams Financial LLC | 382,559 | $18,443 | 03/31/2024 |
SCHO | 382,559 | $18,443 | 03/31/2024 |
LVW Advisors LLC | 373,708 | $18,016 | 03/31/2024 |
SCHO | 373,708 | $18,016 | 03/31/2024 |
Leavell Investment Management Inc. | 368,509 | $17,854 | 12/31/2023 |
SCHO | 368,509 | $17,854 | 12/31/2023 |
Captrust Financial Advisors | 364,614 | $17,666 | 12/31/2023 |
SCHO | 364,614 | $17,666 | 12/31/2023 |
HighTower Advisors LLC | 360,612 | $17,494 | 12/31/2023 |
SCHO | 360,612 | $17,494 | 12/31/2023 |
Bouchey Financial Group Ltd | 353,648 | $17,134 | 12/31/2023 |
SCHO | 353,648 | $17,134 | 12/31/2023 |
Towneley Capital Management Inc DE | 350,960 | $17,004 | 12/31/2023 |
SCHO | 350,960 | $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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