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On this page, we present all of the funds holding SCHH from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding SCHH, with a link to that fund's top holdings. The next columns
indicate the amount of SCHH stock held by each of the funds holding SCHH, followed by the SCHH position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 484 funds holding SCHH within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Charles Schwab Investment Advisory Inc.. For more details on the positions held by Charles Schwab Investment Advisory Inc.
(or by any of the other funds holding SCHH), click the fund name in the "Holder" column of the funds-holding-SCHH table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Charles Schwab Investment Advisory Inc. | 52,388,706 | $1,084,970 | 12/31/2023 | | SCHH | 52,388,706 | $1,084,970 | 12/31/2023 | | Financial Engines Advisors L.L.C. | 48,810,587 | $1,010,867 | 12/31/2023 | | SCHH | 48,810,587 | $1,010,867 | 12/31/2023 | | Creative Planning | 29,351,371 | $607,867 | 12/31/2023 | | SCHH | 29,351,371 | $607,867 | 12/31/2023 | | US Bancorp DE | 25,070,602 | $519,215 | 12/31/2023 | | SCHH | 25,070,602 | $519,215 | 12/31/2023 | | Charles Schwab Investment Management Inc. | 24,853,834 | $514,723 | 12/31/2023 | | SCHH | 24,853,834 | $514,723 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 13,227,757 | $273,947 | 12/31/2023 | | SCHH | 13,227,757 | $273,947 | 12/31/2023 | | Envestnet Portfolio Solutions Inc. | 6,055,072 | $125,401 | 12/31/2023 | | SCHH | 6,055,072 | $125,401 | 12/31/2023 | | Cerity Partners LLC | 5,910,260 | $122,401 | 12/31/2023 | | SCHH | 5,910,260 | $122,401 | 12/31/2023 | | BlackRock Inc. | 3,780,477 | $78,294 | 12/31/2023 | | SCHH | 3,780,477 | $78,294 | 12/31/2023 | | Moneta Group Investment Advisors LLC | 1,545,978 | $32,017 | 12/31/2023 | | SCHH | 1,545,978 | $32,017 | 12/31/2023 | | Ameriprise Financial Inc. | 1,470,173 | $30,447 | 12/31/2023 | | SCHH | 1,470,173 | $30,447 | 12/31/2023 | | Moisand Fitzgerald Tamayo LLC | 1,244,689 | $25,267 | 03/31/2024 | | SCHH | 1,244,689 | $25,267 | 03/31/2024 | | The PNC Financial Services Group Inc. | 1,110,082 | $22,990 | 12/31/2023 | | SCHH | 1,110,082 | $22,990 | 12/31/2023 | | Charles Schwab Trust Co | 994,752 | $20,193 | 03/31/2024 | | SCHH | 994,752 | $20,193 | 03/31/2024 | | M&T Bank Corp | 939,386 | $19,455 | 12/31/2023 | | SCHH | 939,386 | $19,455 | 12/31/2023 | | Foster & Motley Inc. | 902,059 | $18,312 | 03/31/2024 | | SCHH | 902,059 | $18,312 | 03/31/2024 | | Benjamin F. Edwards & Company Inc. | 875,061 | $18,123 | 12/31/2023 | | SCHH | 875,061 | $18,123 | 12/31/2023 | | Apollon Wealth Management LLC | 778,138 | $16,115 | 12/31/2023 | | SCHH | 778,138 | $16,115 | 12/31/2023 | | BNP Paribas Arbitrage SA | 766,808 | $15,881 | 12/31/2023 | | SCHH | 766,808 | $15,881 | 12/31/2023 | | Lake Street Advisors Group LLC | 714,688 | $14,801 | 12/31/2023 | | SCHH | 714,688 | $14,801 | 12/31/2023 | | UBS Group AG | 710,688 | $14,718 | 12/31/2023 | | SCHH | 710,688 | $14,718 | 12/31/2023 | | Wealthfront Advisers LLC | 588,999 | $12,198 | 12/31/2023 | | SCHH | 588,999 | $12,198 | 12/31/2023 | | Mariner LLC | 536,227 | $11,105 | 12/31/2023 | | SCHH | 536,227 | $11,105 | 12/31/2023 | | Betterment LLC | 497,183 | $10,297 | 12/31/2023 | | SCHH | 497,183 | $10,297 | 12/31/2023 | | Tortoise Investment Management LLC | 485,005 | $10,044 | 12/31/2023 | | SCHH | 485,005 | $10,044 | 12/31/2023 | | Wealth Enhancement Advisory Services LLC | 466,461 | $9,469 | 03/31/2024 | | SCHH | 466,461 | $9,469 | 03/31/2024 | | Jackson Thornton Asset Management LLC | 456,504 | $9,454 | 12/31/2023 | | SCHH | 456,504 | $9,454 | 12/31/2023 |  Susquehanna International Group LLP | | $9,409 | 12/31/2023 | | SCHH | 469,359 | $9,720 | 12/31/2023 | | Put | 15,000 | $311 | 12/31/2023 | | Fund Evaluation Group LLC | 450,328 | $9,326 | 12/31/2023 | | SCHH | 450,328 | $9,326 | 12/31/2023 | | Courage Miller Partners LLC | 453,183 | $9,200 | 03/31/2024 | | SCHH | 453,183 | $9,200 | 03/31/2024 | | Pioneer Wealth Management Group | 444,090 | $9,015 | 03/31/2024 | | SCHH | 444,090 | $9,015 | 03/31/2024 | | Rockefeller Capital Management L.P. | 416,838 | $8,633 | 12/31/2023 | | SCHH | 416,838 | $8,633 | 12/31/2023 | | Firestone Capital Management | 402,042 | $8,326 | 12/31/2023 | | SCHH | 402,042 | $8,326 | 12/31/2023 | | National Bank of Canada FI | 397,669 | $8,308 | 12/31/2023 | | SCHH | 397,669 | $8,308 | 12/31/2023 | | Wells Fargo & Company MN | 394,655 | $8,173 | 12/31/2023 | | SCHH | 394,655 | $8,173 | 12/31/2023 | | LPL Financial LLC | 389,489 | $8,066 | 12/31/2023 | | SCHH | 389,489 | $8,066 | 12/31/2023 | | Strategic Financial Planning Inc. | 374,825 | $7,763 | 12/31/2023 | | SCHH | 374,825 | $7,763 | 12/31/2023 | | Envestnet Asset Management Inc. | 374,193 | $7,750 | 12/31/2023 | | SCHH | 374,193 | $7,750 | 12/31/2023 | | Wealth Management Resources Inc. | 354,911 | $7,350 | 12/31/2023 | | SCHH | 354,911 | $7,350 | 12/31/2023 | | UBS Asset Management Americas Inc. | 352,935 | $7,309 | 12/31/2023 | | SCHH | 352,935 | $7,309 | 12/31/2023 | | Krilogy Financial LLC | 342,393 | $7,091 | 12/31/2023 | | SCHH | 342,393 | $7,091 | 12/31/2023 | | Sensible Financial Planning & Management LLC. | 319,366 | $6,614 | 12/31/2023 | | SCHH | 319,366 | $6,614 | 12/31/2023 | | Vise Technologies Inc. | 306,735 | $6,352 | 12/31/2023 | | SCHH | 306,735 | $6,352 | 12/31/2023 | | Citadel Advisors LLC | | $6,132 | 12/31/2023 | | SCHH | 282,877 | $5,858 | 12/31/2023 | | Call | 20,800 | $431 | 12/31/2023 | | Put | 7,600 | $157 | 12/31/2023 | | Goldman Sachs Group Inc. | 280,307 | $5,805 | 12/31/2023 | | SCHH | 280,307 | $5,805 | 12/31/2023 | | Omega Financial Group LLC | 277,435 | $5,632 | 03/31/2024 | | SCHH | 277,435 | $5,632 | 03/31/2024 | | Stratos Wealth Advisors LLC | 261,705 | $5,313 | 03/31/2024 | | SCHH | 261,705 | $5,313 | 03/31/2024 | | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 241,513 | $5,002 | 12/31/2023 | | SCHH | 241,513 | $5,002 | 12/31/2023 | | JPMorgan Chase & Co. | 239,583 | $4,962 | 12/31/2023 | | SCHH | 239,583 | $4,962 | 12/31/2023 | | WealthCollab LLC | 231,761 | $4,800 | 12/31/2023 | | SCHH | 231,761 | $4,800 | 12/31/2023 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 229,785 | $4,759 | 12/31/2023 | | SCHH | 229,785 | $4,759 | 12/31/2023 | | Morgan Stanley | 221,356 | $4,584 | 12/31/2023 | | SCHH | 221,356 | $4,584 | 12/31/2023 | | Jones Financial Companies Lllp | 214,163 | $4,435 | 12/31/2023 | | SCHH | 214,163 | $4,435 | 12/31/2023 | | Baird Financial Group Inc. | 200,319 | $4,149 | 12/31/2023 | | SCHH | 200,319 | $4,149 | 12/31/2023 | | Vista Capital Partners Inc. | 197,528 | $4,091 | 12/31/2023 | | SCHH | 197,528 | $4,091 | 12/31/2023 | | Q3 Asset Management | 197,504 | $4,090 | 12/31/2023 | | SCHH | 197,504 | $4,090 | 12/31/2023 | | Appleton Partners Inc. MA | 199,333 | $4,046 | 03/31/2024 | | SCHH | 199,333 | $4,046 | 03/31/2024 | | Upper Left Wealth Management LLC | 181,595 | $3,761 | 12/31/2023 | | SCHH | 181,595 | $3,761 | 12/31/2023 | | Pure Financial Advisors Inc. | 183,617 | $3,727 | 03/31/2024 | | SCHH | 183,617 | $3,727 | 03/31/2024 | | Cetera Advisor Networks LLC | 179,029 | $3,708 | 12/31/2023 | | SCHH | 179,029 | $3,708 | 12/31/2023 | | Natixis Advisors L.P. | 166,087 | $3,439 | 12/31/2023 | | SCHH | 166,087 | $3,439 | 12/31/2023 | | Rockbridge Investment Management LCC | 154,492 | $3,200 | 12/31/2023 | | SCHH | 154,492 | $3,200 | 12/31/2023 | | HighTower Advisors LLC | 153,710 | $3,174 | 12/31/2023 | | SCHH | 153,710 | $3,174 | 12/31/2023 | | Congress Wealth Management LLC DE | 149,810 | $3,041 | 03/31/2024 | | SCHH | 149,810 | $3,041 | 03/31/2024 | | Financial Counselors Inc. | 144,697 | $2,997 | 12/31/2023 | | SCHH | 144,697 | $2,997 | 12/31/2023 | | Fiduciary Alliance LLC | 149,963 | $2,996 | 03/31/2024 | | SCHH | 149,963 | $2,996 | 03/31/2024 | | Marshall Financial Group Inc. ADV | 143,789 | $2,978 | 12/31/2023 | | SCHH | 143,789 | $2,978 | 12/31/2023 | | Schoolcraft Capital LLC | 132,524 | $2,690 | 03/31/2024 | | SCHH | 132,524 | $2,690 | 03/31/2024 | | Cypress Point Wealth Management LLC | 125,093 | $2,591 | 12/31/2023 | | SCHH | 125,093 | $2,591 | 12/31/2023 | | Waypoint Capital Advisors LLC | 125,106 | $2,591 | 12/31/2023 | | SCHH | 125,106 | $2,591 | 12/31/2023 | | Jackson Creek Investment Advisors LLC | 124,568 | $2,580 | 12/31/2023 | | SCHH | 124,568 | $2,580 | 12/31/2023 | | Smith Moore & CO. | 123,856 | $2,565 | 12/31/2023 | | SCHH | 123,856 | $2,565 | 12/31/2023 | | Kohmann Bosshard Financial Services LLC | 126,109 | $2,560 | 03/31/2024 | | SCHH | 126,109 | $2,560 | 03/31/2024 | | SWS Partners | 123,625 | $2,560 | 12/31/2023 | | SCHH | 123,625 | $2,560 | 12/31/2023 | | ZRC Wealth Management LLC | 121,642 | $2,519 | 12/31/2023 | | SCHH | 121,642 | $2,519 | 12/31/2023 | | GYL Financial Synergies LLC | 120,701 | $2,500 | 12/31/2023 | | SCHH | 120,701 | $2,500 | 12/31/2023 | | JMG Financial Group Ltd. | 119,125 | $2,467 | 12/31/2023 | | SCHH | 119,125 | $2,467 | 12/31/2023 | | Brooklyn FI LLC | 121,444 | $2,465 | 03/31/2024 | | SCHH | 121,444 | $2,465 | 03/31/2024 | | JNBA Financial Advisors | 116,328 | $2,409 | 12/31/2023 | | SCHH | 116,328 | $2,409 | 12/31/2023 | | Perigon Wealth Management LLC | 114,227 | $2,366 | 12/31/2023 | | SCHH | 114,227 | $2,366 | 12/31/2023 | | Truist Financial Corp | 112,347 | $2,327 | 12/31/2023 | | SCHH | 112,347 | $2,327 | 12/31/2023 | | Fairview Capital Investment Management LLC | 110,500 | $2,288 | 12/31/2023 | | SCHH | 110,500 | $2,288 | 12/31/2023 | | Pacific Capital Wealth Advisors Inc. | 108,447 | $2,246 | 12/31/2023 | | SCHH | 108,447 | $2,246 | 12/31/2023 | | Empower Advisory Group LLC | 105,635 | $2,188 | 12/31/2023 | | SCHH | 105,635 | $2,188 | 12/31/2023 | | Geneos Wealth Management Inc. | 105,529 | $2,186 | 12/31/2023 | | SCHH | 105,529 | $2,186 | 12/31/2023 | | Brio Consultants LLC | 105,129 | $2,177 | 12/31/2023 | | SCHH | 105,129 | $2,177 | 12/31/2023 | | AWM Capital LLC | 102,944 | $2,132 | 12/31/2023 | | SCHH | 102,944 | $2,132 | 12/31/2023 | | Texas Yale Capital Corp. | 97,537 | $2,020 | 12/31/2023 | | SCHH | 97,537 | $2,020 | 12/31/2023 | | Johnson Financial Group LLC | 97,261 | $2,014 | 12/31/2023 | | SCHH | 97,261 | $2,014 | 12/31/2023 | | Principal Securities Inc. | 95,754 | $1,983 | 12/31/2023 | | SCHH | 95,754 | $1,983 | 12/31/2023 | | Patriot Investment Management Inc. | 96,958 | $1,968 | 03/31/2024 | | SCHH | 96,958 | $1,968 | 03/31/2024 | | Glassy Mountain Advisors Inc. | 94,782 | $1,963 | 12/31/2023 | | SCHH | 94,782 | $1,963 | 12/31/2023 | | Vivaldi Capital Management LLC | 100,849 | $1,956 | 12/31/2023 | | SCHH | 100,849 | $1,956 | 12/31/2023 | | Atlas Capital Advisors LLC | 94,623 | $1,921 | 03/31/2024 | | SCHH | 94,623 | $1,921 | 03/31/2024 | | Peterson Wealth Advisors LLC | 94,511 | $1,919 | 03/31/2024 | | SCHH | 94,511 | $1,919 | 03/31/2024 | | HHM Wealth Advisors LLC | 92,645 | $1,919 | 12/31/2023 | | SCHH | 92,645 | $1,919 | 12/31/2023 | | Davis Capital Management | 96,015 | $1,918 | 03/31/2024 | | SCHH | 96,015 | $1,918 | 03/31/2024 | | Advisor Group Holdings Inc. | 91,786 | $1,901 | 12/31/2023 | | SCHH | 91,786 | $1,901 | 12/31/2023 | | Mercer Global Advisors Inc. ADV | 91,359 | $1,892 | 12/31/2023 | | SCHH | 91,359 | $1,892 | 12/31/2023 | | Madden Advisory Services Inc. | 88,938 | $1,842 | 12/31/2023 | | SCHH | 88,938 | $1,842 | 12/31/2023 | | Cresset Asset Management LLC | 86,987 | $1,801 | 12/31/2023 | | SCHH | 86,987 | $1,801 | 12/31/2023 | | Black Diamond Financial LLC | 86,335 | $1,788 | 12/31/2023 | | SCHH | 86,335 | $1,788 | 12/31/2023 | | Wealthcare Advisory Partners LLC | 85,483 | $1,735 | 03/31/2024 | | SCHH | 85,483 | $1,735 | 03/31/2024 | | Valued Wealth Advisors LLC | 83,294 | $1,725 | 12/31/2023 | | SCHH | 83,294 | $1,725 | 12/31/2023 | | Ballast Advisors LLC | 82,239 | $1,703 | 12/31/2023 | | SCHH | 82,239 | $1,703 | 12/31/2023 | | Avantax Advisory Services Inc. | 80,229 | $1,662 | 12/31/2023 | | SCHH | 80,229 | $1,662 | 12/31/2023 | | Landmark Wealth Management LLC | 80,260 | $1,662 | 12/31/2023 | | SCHH | 80,260 | $1,662 | 12/31/2023 | | Peloton Wealth Strategists | 80,082 | $1,658 | 12/31/2023 | | SCHH | 80,082 | $1,658 | 12/31/2023 | | Chicago Partners Investment Group LLC | 82,078 | $1,621 | 12/31/2023 | | SCHH | 82,078 | $1,621 | 12/31/2023 | | REDW Wealth LLC | 78,188 | $1,619 | 12/31/2023 | | SCHH | 78,188 | $1,619 | 12/31/2023 | | RSM US Wealth Management LLC | 72,533 | $1,502 | 12/31/2023 | | SCHH | 72,533 | $1,502 | 12/31/2023 | | Bank of America Corp DE | 72,363 | $1,499 | 12/31/2023 | | SCHH | 72,363 | $1,499 | 12/31/2023 | | AE Wealth Management LLC | 75,336 | $1,498 | 12/31/2023 | | SCHH | 75,336 | $1,498 | 12/31/2023 | | Millburn Ridgefield Corp | 72,050 | $1,492 | 12/31/2023 | | SCHH | 72,050 | $1,492 | 12/31/2023 | | Colony Group LLC | 71,274 | $1,476 | 12/31/2023 | | SCHH | 71,274 | $1,476 | 12/31/2023 | | Private Advisor Group LLC | 71,083 | $1,472 | 12/31/2023 | | SCHH | 71,083 | $1,472 | 12/31/2023 | | FC Advisory LLC | 70,930 | $1,469 | 12/31/2023 | | SCHH | 70,930 | $1,469 | 12/31/2023 | | IFG Advisors LLC | 69,492 | $1,439 | 12/31/2023 | | SCHH | 69,492 | $1,439 | 12/31/2023 | | AlphaStar Capital Management LLC | 69,258 | $1,434 | 12/31/2023 | | SCHH | 69,258 | $1,434 | 12/31/2023 | | MAI Capital Management | 66,839 | $1,384 | 12/31/2023 | | SCHH | 66,839 | $1,384 | 12/31/2023 | | SeaCrest Wealth Management LLC | 66,767 | $1,355 | 03/31/2024 | | SCHH | 66,767 | $1,355 | 03/31/2024 | | Resources Investment Advisors LLC. | 65,305 | $1,352 | 12/31/2023 | | SCHH | 65,305 | $1,352 | 12/31/2023 | | Curtis Advisory Group LLC | 64,373 | $1,333 | 12/31/2023 | | SCHH | 64,373 | $1,333 | 12/31/2023 | | Bensler LLC | 64,259 | $1,331 | 12/31/2023 | | SCHH | 64,259 | $1,331 | 12/31/2023 | | Trillium Asset Management LLC | 63,000 | $1,305 | 12/31/2023 | | SCHH | 63,000 | $1,305 | 12/31/2023 | | JFG Wealth Management LLC | 62,218 | $1,289 | 12/31/2023 | | SCHH | 62,218 | $1,289 | 12/31/2023 | | Valmark Advisers Inc. | 60,759 | $1,258 | 12/31/2023 | | SCHH | 60,759 | $1,258 | 12/31/2023 | | APCM Wealth Management for Individuals | 60,962 | $1,238 | 03/31/2024 | | SCHH | 60,962 | $1,238 | 03/31/2024 | | Greenleaf Trust | 58,056 | $1,202 | 12/31/2023 | | SCHH | 58,056 | $1,202 | 12/31/2023 | | Guardian Financial Partners LLC | 56,754 | $1,175 | 12/31/2023 | | SCHH | 56,754 | $1,175 | 12/31/2023 | | Alesco Advisors LLC | 56,605 | $1,172 | 12/31/2023 | | SCHH | 56,605 | $1,172 | 12/31/2023 | | HBK Sorce Advisory LLC | 55,078 | $1,141 | 12/31/2023 | | SCHH | 55,078 | $1,141 | 12/31/2023 | | Becker Capital Management Inc. | 54,962 | $1,138 | 12/31/2023 | | SCHH | 54,962 | $1,138 | 12/31/2023 | | Tempus Wealth Planning LLC | 52,810 | $1,094 | 12/31/2023 | | SCHH | 52,810 | $1,094 | 12/31/2023 | | BCS Wealth Management | 53,816 | $1,092 | 03/31/2024 | | SCHH | 53,816 | $1,092 | 03/31/2024 | | Curbstone Financial Management Corp | 53,000 | $1,076 | 03/31/2024 | | SCHH | 53,000 | $1,076 | 03/31/2024 | | CI Private Wealth LLC | 51,823 | $1,073 | 12/31/2023 | | SCHH | 51,823 | $1,073 | 12/31/2023 | | Lederer & Associates Investment Counsel CA | 51,090 | $1,058 | 12/31/2023 | | SCHH | 51,090 | $1,058 | 12/31/2023 | | Watershed Private Wealth LLC | 50,565 | $1,047 | 12/31/2023 | | SCHH | 50,565 | $1,047 | 12/31/2023 | | Buckingham Strategic Wealth LLC | 50,083 | $1,037 | 12/31/2023 | | SCHH | 50,083 | $1,037 | 12/31/2023 | | Gerber Kawasaki Wealth & Investment Management | 48,942 | $1,014 | 12/31/2023 | | SCHH | 48,942 | $1,014 | 12/31/2023 | | Winthrop Capital Management LLC | 48,517 | $1,005 | 12/31/2023 | | SCHH | 48,517 | $1,005 | 12/31/2023 | | Hexagon Capital Partners LLC | 49,130 | $997 | 03/31/2024 | | SCHH | 49,130 | $997 | 03/31/2024 | | Capital Insight Partners LLC | 49,032 | $995 | 03/31/2024 | | SCHH | 49,032 | $995 | 03/31/2024 | | Allworth Financial LP | 47,859 | $991 | 12/31/2023 | | SCHH | 47,859 | $991 | 12/31/2023 | | Apollon Financial LLC | 47,826 | $990 | 12/31/2023 | | SCHH | 47,826 | $990 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 47,262 | $979 | 12/31/2023 | | SCHH | 47,262 | $979 | 12/31/2023 | | Walkner Condon Financial Advisors LLC | 46,961 | $973 | 12/31/2023 | | SCHH | 46,961 | $973 | 12/31/2023 | | Commonwealth Equity Services LLC | 46,864 | $971 | 12/31/2023 | | SCHH | 46,864 | $971 | 12/31/2023 | | MML Investors Services LLC | 46,335 | $960 | 12/31/2023 | | SCHH | 46,335 | $960 | 12/31/2023 | | Root Financial Partners LLC | 45,501 | $942 | 12/31/2023 | | SCHH | 45,501 | $942 | 12/31/2023 | | Blueprint Investment Partners LLC | 45,400 | $940 | 12/31/2023 | | SCHH | 45,400 | $940 | 12/31/2023 | | Retirement Group LLC | 44,779 | $927 | 12/31/2023 | | SCHH | 44,779 | $927 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 43,863 | $908 | 12/31/2023 | | SCHH | 43,863 | $908 | 12/31/2023 | | Mission Wealth Management LP | 43,791 | $907 | 12/31/2023 | | SCHH | 43,791 | $907 | 12/31/2023 | | Gradient Capital Advisors LLC | 44,627 | $906 | 03/31/2024 | | SCHH | 44,627 | $906 | 03/31/2024 | | Elm Partners Management LLC | 43,346 | $898 | 12/31/2023 | | SCHH | 43,346 | $898 | 12/31/2023 | | Waterloo Capital L.P. | 43,263 | $896 | 12/31/2023 | | SCHH | 43,263 | $896 | 12/31/2023 | | Sculati Wealth Management LLC | 41,651 | $863 | 12/31/2023 | | SCHH | 41,651 | $863 | 12/31/2023 | | Aletheian Wealth Advisors LLC | 42,166 | $856 | 03/31/2024 | | SCHH | 42,166 | $856 | 03/31/2024 | | VPR Management LLC | 39,400 | $816 | 12/31/2023 | | SCHH | 39,400 | $816 | 12/31/2023 | | Kades & Cheifetz LLC | 38,832 | $804 | 12/31/2023 | | SCHH | 38,832 | $804 | 12/31/2023 | | Garde Capital Inc. | 38,742 | $802 | 12/31/2023 | | SCHH | 38,742 | $802 | 12/31/2023 | | Sumitomo Mitsui Trust Holdings Inc. | 38,630 | $800 | 12/31/2023 | | SCHH | 38,630 | $800 | 12/31/2023 | | Camden Capital LLC | 38,302 | $793 | 12/31/2023 | | SCHH | 38,302 | $793 | 12/31/2023 | | Fifth Third Securities Inc. | 38,402 | $780 | 03/31/2024 | | SCHH | 38,402 | $780 | 03/31/2024 | | SigFig Wealth Management LLC | 37,631 | $779 | 12/31/2023 | | SCHH | 37,631 | $779 | 12/31/2023 | | Stifel Financial Corp | 37,403 | $775 | 12/31/2023 | | SCHH | 37,403 | $775 | 12/31/2023 | | Vanguard Group Inc. | 37,034 | $767 | 12/31/2023 | | SCHH | 37,034 | $767 | 12/31/2023 | | WBH Advisory Inc. | 37,563 | $763 | 03/31/2024 | | SCHH | 37,563 | $763 | 03/31/2024 | | Forza Wealth Management LLC | 36,557 | $757 | 12/31/2023 | | SCHH | 36,557 | $757 | 12/31/2023 | | Values Added Financial LLC | 36,240 | $751 | 12/31/2023 | | SCHH | 36,240 | $751 | 12/31/2023 | | Altfest L J & Co. Inc. | 36,198 | $750 | 12/31/2023 | | SCHH | 36,198 | $750 | 12/31/2023 | | Focus Financial Network Inc. ADV | 36,099 | $748 | 12/31/2023 | | SCHH | 36,099 | $748 | 12/31/2023 | | Royal Bank of Canada | 35,399 | $733 | 12/31/2023 | | SCHH | 35,399 | $733 | 12/31/2023 | | Friedenthal Financial | 33,698 | $698 | 12/31/2023 | | SCHH | 33,698 | $698 | 12/31/2023 | | Yoder Wealth Management Inc. | 33,642 | $697 | 12/31/2023 | | SCHH | 33,642 | $697 | 12/31/2023 | | Bangor Savings Bank | 33,343 | $677 | 03/31/2024 | | SCHH | 33,343 | $677 | 03/31/2024 | | Droms Strauss Advisors Inc. MO ADV | 32,170 | $666 | 12/31/2023 | | SCHH | 32,170 | $666 | 12/31/2023 | | Roundview Capital LLC | 32,057 | $664 | 12/31/2023 | | SCHH | 32,057 | $664 | 12/31/2023 | | Kingsview Wealth Management LLC | 31,908 | $661 | 12/31/2023 | | SCHH | 31,908 | $661 | 12/31/2023 | | Orion Portfolio Solutions LLC | 31,558 | $652 | 12/31/2023 | | SCHH | 31,558 | $652 | 12/31/2023 | | Braun Bostich & Associates Inc. | 31,260 | $647 | 12/31/2023 | | SCHH | 31,260 | $647 | 12/31/2023 | | Two Sigma Securities LLC | 30,669 | $635 | 12/31/2023 | | SCHH | 30,669 | $635 | 12/31/2023 | | Rooted Wealth Advisors Inc. | 32,134 | $634 | 03/31/2024 | | SCHH | 32,134 | $634 | 03/31/2024 | | WealthShield Partners LLC | 30,162 | $625 | 12/31/2023 | | SCHH | 30,162 | $625 | 12/31/2023 | | Evergreen Capital Management LLC | 29,467 | $610 | 12/31/2023 | | SCHH | 29,467 | $610 | 12/31/2023 | | Palisades Hudson Asset Management L.P. | 29,225 | $605 | 12/31/2023 | | SCHH | 29,225 | $605 | 12/31/2023 | | Juncture Wealth Strategies LLC | 28,822 | $585 | 03/31/2024 | | SCHH | 28,822 | $585 | 03/31/2024 | | Lee Financial Co | 28,098 | $582 | 12/31/2023 | | SCHH | 28,098 | $582 | 12/31/2023 | | Mainstay Capital Management LLC ADV | 27,671 | $573 | 12/31/2023 | | SCHH | 27,671 | $573 | 12/31/2023 | | Wakefield Asset Management LLLP | 27,610 | $572 | 12/31/2023 | | SCHH | 27,610 | $572 | 12/31/2023 | | Grey Fox Wealth Advisors LLC | 27,399 | $556 | 03/31/2024 | | SCHH | 27,399 | $556 | 03/31/2024 | | Galvin Gaustad & Stein LLC | 27,355 | $555 | 03/31/2024 | | SCHH | 27,355 | $555 | 03/31/2024 | | Phocas Financial Corp. | 27,290 | $554 | 03/31/2024 | | SCHH | 27,290 | $554 | 03/31/2024 | | EWG Elevate Inc. | 27,307 | $554 | 03/31/2024 | | SCHH | 27,307 | $554 | 03/31/2024 | | Cahill Financial Advisors Inc. | 26,678 | $552 | 12/31/2023 | | SCHH | 26,678 | $552 | 12/31/2023 | | Liberty Capital Management Inc. | 26,742 | $543 | 03/31/2024 | | SCHH | 26,742 | $543 | 03/31/2024 | | Foster Group Inc. | 26,609 | $540 | 03/31/2024 | | SCHH | 26,609 | $540 | 03/31/2024 | | Parallel Advisors LLC | 26,037 | $539 | 12/31/2023 | | SCHH | 26,037 | $539 | 12/31/2023 | | Beacon Pointe Advisors LLC | 25,768 | $534 | 12/31/2023 | | SCHH | 25,768 | $534 | 12/31/2023 | | Summit Financial Strategies Inc. | 25,102 | $520 | 12/31/2023 | | SCHH | 25,102 | $520 | 12/31/2023 | | D. B. Root & Company LLC | 25,362 | $515 | 03/31/2024 | | SCHH | 25,362 | $515 | 03/31/2024 | | Avaii Wealth Management LLC | 24,144 | $500 | 12/31/2023 | | SCHH | 24,144 | $500 | 12/31/2023 | | National Asset Management Inc. | 23,335 | $483 | 12/31/2023 | | SCHH | 23,335 | $483 | 12/31/2023 | | Natixis | 23,192 | $482 | 12/31/2023 | | SCHH | 23,192 | $482 | 12/31/2023 | | Koshinski Asset Management Inc. | 23,217 | $481 | 12/31/2023 | | SCHH | 23,217 | $481 | 12/31/2023 | | Inspire Advisors LLC | 23,136 | $479 | 12/31/2023 | | SCHH | 23,136 | $479 | 12/31/2023 | | Everhart Financial Group Inc. | 22,816 | $473 | 12/31/2023 | | SCHH | 22,816 | $473 | 12/31/2023 | | Lutz Financial Services LLC | 22,768 | $472 | 12/31/2023 | | SCHH | 22,768 | $472 | 12/31/2023 | | Efficient Advisors LLC | 22,575 | $468 | 12/31/2023 | | SCHH | 22,575 | $468 | 12/31/2023 | | Captrust Financial Advisors | 21,638 | $457 | 12/31/2023 | | SCHH | 21,638 | $457 | 12/31/2023 | | State of Alaska Department of Revenue | 22,051 | $456 | 12/31/2023 | | SCHH | 22,051 | $456 | 12/31/2023 | | Lodestar Private Asset Management LLC | 21,913 | $454 | 12/31/2023 | | SCHH | 21,913 | $454 | 12/31/2023 | | Hoylecohen LLC | 21,745 | $450 | 12/31/2023 | | SCHH | 21,745 | $450 | 12/31/2023 | | Tradition Wealth Management LLC | 21,741 | $450 | 12/31/2023 | | SCHH | 21,741 | $450 | 12/31/2023 | | Atria Wealth Solutions Inc. | 21,751 | $450 | 12/31/2023 | | SCHH | 21,751 | $450 | 12/31/2023 | | Landmark Financial Advisors LLC | 21,377 | $443 | 12/31/2023 | | SCHH | 21,377 | $443 | 12/31/2023 | | Acorn Financial Advisory Services Inc. ADV | 21,618 | $441 | 12/31/2023 | | SCHH | 21,618 | $441 | 12/31/2023 | | Whelan Financial | 21,258 | $440 | 12/31/2023 | | SCHH | 21,258 | $440 | 12/31/2023 | | Leading Edge Financial Planning LLC | 21,264 | $440 | 12/31/2023 | | SCHH | 21,264 | $440 | 12/31/2023 | | Luts & Greenleigh Group Inc. | 21,200 | $439 | 12/31/2023 | | SCHH | 21,200 | $439 | 12/31/2023 | | Truepoint Inc. | 21,132 | $438 | 12/31/2023 | | SCHH | 21,132 | $438 | 12/31/2023 | | Raymond James & Associates | 21,104 | $437 | 12/31/2023 | | SCHH | 21,104 | $437 | 12/31/2023 | | Fortress Wealth Management Inc. | 20,839 | $432 | 12/31/2023 | | SCHH | 20,839 | $432 | 12/31/2023 | | Altus Wealth Group LLC | 20,700 | $429 | 12/31/2023 | | SCHH | 20,700 | $429 | 12/31/2023 | | Bluestem Financial Advisors LLC | 20,734 | $421 | 03/31/2024 | | SCHH | 20,734 | $421 | 03/31/2024 | | Stableford Capital II LLC | 20,684 | $420 | 03/31/2024 | | SCHH | 20,684 | $420 | 03/31/2024 | | Anderson Fisher LLC | 20,176 | $418 | 12/31/2023 | | SCHH | 20,176 | $418 | 12/31/2023 | | WT Wealth Management | 20,206 | $418 | 12/31/2023 | | SCHH | 20,206 | $418 | 12/31/2023 | | Cordant Inc. | 20,552 | $417 | 03/31/2024 | | SCHH | 20,552 | $417 | 03/31/2024 | | JTC Employer Solutions Trusteee Ltd | 19,850 | $416 | 12/31/2023 | | SCHH | 19,850 | $416 | 12/31/2023 | | Elwood & Goetz Wealth Advisory Group LLC | 19,881 | $412 | 12/31/2023 | | SCHH | 19,881 | $412 | 12/31/2023 | | BOS Asset Management LLC | 19,497 | $404 | 12/31/2023 | | SCHH | 19,497 | $404 | 12/31/2023 | | Engineers Gate Manager LP | 19,311 | $400 | 12/31/2023 | | SCHH | 19,311 | $400 | 12/31/2023 | | Integrated Wealth Concepts LLC | 19,287 | $399 | 12/31/2023 | | SCHH | 19,287 | $399 | 12/31/2023 | | FF Advisors LLC | 19,478 | $395 | 03/31/2024 | | SCHH | 19,478 | $395 | 03/31/2024 | | Western Wealth Management LLC | 18,825 | $390 | 12/31/2023 | | SCHH | 18,825 | $390 | 12/31/2023 | | Fonville Wealth Management LLC | 18,697 | $387 | 12/31/2023 | | SCHH | 18,697 | $387 | 12/31/2023 | | Prime Capital Investment Advisors LLC | 18,608 | $385 | 12/31/2023 | | SCHH | 18,608 | $385 | 12/31/2023 | | CWA Asset Management Group LLC | 18,367 | $380 | 12/31/2023 | | SCHH | 18,367 | $380 | 12/31/2023 | | OneAscent Financial Services LLC | 18,672 | $379 | 03/31/2024 | | SCHH | 18,672 | $379 | 03/31/2024 | | Cobblestone Capital Advisors LLC NY | 18,320 | $379 | 12/31/2023 | | SCHH | 18,320 | $379 | 12/31/2023 | | Parkside Financial Bank & Trust | 18,105 | $375 | 12/31/2023 | | SCHH | 18,105 | $375 | 12/31/2023 | | Callan Capital LLC | 18,116 | $375 | 12/31/2023 | | SCHH | 18,116 | $375 | 12/31/2023 | | Laraway Financial Inc | 18,060 | $374 | 12/31/2023 | | SCHH | 18,060 | $374 | 12/31/2023 | | Farther Finance Advisors LLC | 17,615 | $365 | 12/31/2023 | | SCHH | 17,615 | $365 | 12/31/2023 | | Cibc World Markets Corp | 17,567 | $364 | 12/31/2023 | | SCHH | 17,567 | $364 | 12/31/2023 | | Park Avenue Securities LLC | 17,542 | $356 | 03/31/2024 | | SCHH | 17,542 | $356 | 03/31/2024 | | Marotta Asset Management | 17,488 | $355 | 03/31/2024 | | SCHH | 17,488 | $355 | 03/31/2024 | | Heritage Financial Services LLC | 17,156 | $355 | 12/31/2023 | | SCHH | 17,156 | $355 | 12/31/2023 | | Bailard Inc. | 17,111 | $354 | 12/31/2023 | | SCHH | 17,111 | $354 | 12/31/2023 | | MidWestOne Financial Group Inc. | 16,735 | $347 | 12/31/2023 | | SCHH | 16,735 | $347 | 12/31/2023 | | HBW Advisory Services LLC | 16,777 | $347 | 12/31/2023 | | SCHH | 16,777 | $347 | 12/31/2023 | | Regis Management CO LLC | 16,618 | $344 | 12/31/2023 | | SCHH | 16,618 | $344 | 12/31/2023 | | Bank of New York Mellon Corp | 16,527 | $342 | 12/31/2023 | | SCHH | 16,527 | $342 | 12/31/2023 | | Pinnacle Bank | 16,708 | $339 | 03/31/2024 | | SCHH | 16,708 | $339 | 03/31/2024 | | Allen Capital Group LLC | 16,574 | $336 | 03/31/2024 | | SCHH | 16,574 | $336 | 03/31/2024 | | Modera Wealth Management LLC | 16,040 | $332 | 12/31/2023 | | SCHH | 16,040 | $332 | 12/31/2023 | | Fiduciary Trust Co. | 16,003 | $331 | 12/31/2023 | | SCHH | 16,003 | $331 | 12/31/2023 | | Alpha Omega Wealth Management LLC | 16,177 | $328 | 03/31/2024 | | SCHH | 16,177 | $328 | 03/31/2024 | | Bigelow Investment Advisors LLC | 15,717 | $325 | 12/31/2023 | | SCHH | 15,717 | $325 | 12/31/2023 | | Nwam LLC | 15,650 | $324 | 12/31/2023 | | SCHH | 15,650 | $324 | 12/31/2023 | | Savvy Advisors Inc. | 15,645 | $324 | 12/31/2023 | | SCHH | 15,645 | $324 | 12/31/2023 | | Navis Wealth Advisors LLC | 15,548 | $322 | 12/31/2023 | | SCHH | 15,548 | $322 | 12/31/2023 | | Sequoia Financial Advisors LLC | 15,252 | $316 | 12/31/2023 | | SCHH | 15,252 | $316 | 12/31/2023 | | Dodds Wealth LLC | 15,139 | $314 | 12/31/2023 | | SCHH | 15,139 | $314 | 12/31/2023 | | Foster Victor Wealth Advisors LLC | 15,102 | $312 | 12/31/2023 | | SCHH | 15,102 | $312 | 12/31/2023 | | Axxcess Wealth Management LLC | 14,803 | $307 | 12/31/2023 | | SCHH | 14,803 | $307 | 12/31/2023 | | Commerce Bank | 14,590 | $302 | 12/31/2023 | | SCHH | 14,590 | $302 | 12/31/2023 | | Ascension Capital Advisors Inc. | 14,436 | $299 | 12/31/2023 | | SCHH | 14,436 | $299 | 12/31/2023 | | United Capital Financial Advisers LLC | 14,335 | $297 | 12/31/2023 | | SCHH | 14,335 | $297 | 12/31/2023 | | Cambridge Advisors Inc. | 14,436 | $293 | 03/31/2024 | | SCHH | 14,436 | $293 | 03/31/2024 | | CWM LLC | 14,355 | $291 | 03/31/2024 | | SCHH | 14,355 | $291 | 03/31/2024 | | Millennium Management LLC | 14,016 | $290 | 12/31/2023 | | SCHH | 14,016 | $290 | 12/31/2023 | | Legacy Capital Wealth Partners LLC | 13,955 | $289 | 12/31/2023 | | SCHH | 13,955 | $289 | 12/31/2023 | | Clearstead Advisors LLC | 13,729 | $284 | 12/31/2023 | | SCHH | 13,729 | $284 | 12/31/2023 | | SignalPoint Asset Management LLC | 13,935 | $283 | 03/31/2024 | | SCHH | 13,935 | $283 | 03/31/2024 | | Secure Asset Management LLC | 13,648 | $283 | 12/31/2023 | | SCHH | 13,648 | $283 | 12/31/2023 | | Brighton Jones LLC | 13,446 | $278 | 12/31/2023 | | SCHH | 13,446 | $278 | 12/31/2023 | | IVC Wealth Advisors LLC | 13,446 | $278 | 12/31/2023 | | SCHH | 13,446 | $278 | 12/31/2023 | | Greenwood Capital Associates LLC | 13,238 | $274 | 12/31/2023 | | SCHH | 13,238 | $274 | 12/31/2023 | | WMS Partners LLC | 13,158 | $273 | 12/31/2023 | | SCHH | 13,158 | $273 | 12/31/2023 | | Hillcrest Wealth Advisors NY LLC | 13,125 | $266 | 03/31/2024 | | SCHH | 13,125 | $266 | 03/31/2024 | | Highland Financial Advisors LLC | 12,742 | $264 | 12/31/2023 | | SCHH | 12,742 | $264 | 12/31/2023 | | Creative Financial Designs Inc. ADV | 12,500 | $259 | 12/31/2023 | | SCHH | 12,500 | $259 | 12/31/2023 | | Bridgewater Advisors Inc. | 12,369 | $256 | 12/31/2023 | | SCHH | 12,369 | $256 | 12/31/2023 | | Armor Investment Advisors LLC | 12,367 | $256 | 12/31/2023 | | SCHH | 12,367 | $256 | 12/31/2023 | | Brand Asset Management Group Inc. | 12,349 | $256 | 12/31/2023 | | SCHH | 12,349 | $256 | 12/31/2023 | | Change Path LLC | 12,316 | $255 | 12/31/2023 | | SCHH | 12,316 | $255 | 12/31/2023 | | Ausdal Financial Partners Inc. | 12,478 | $253 | 03/31/2024 | | SCHH | 12,478 | $253 | 03/31/2024 | | Rainsberger Wealth Advisors Inc. | 12,213 | $253 | 12/31/2023 | | SCHH | 12,213 | $253 | 12/31/2023 | | Trexquant Investment LP | 12,139 | $251 | 12/31/2023 | | SCHH | 12,139 | $251 | 12/31/2023 | | Grove Bank & Trust | 12,050 | $250 | 12/31/2023 | | SCHH | 12,050 | $250 | 12/31/2023 | | Robertson Stephens Wealth Management LLC | 12,065 | $250 | 12/31/2023 | | SCHH | 12,065 | $250 | 12/31/2023 | | Buckingham Strategic Partners | 12,057 | $250 | 12/31/2023 | | SCHH | 12,057 | $250 | 12/31/2023 | | CAP Partners LLC | 12,097 | $246 | 03/31/2024 | | SCHH | 12,097 | $246 | 03/31/2024 | | Global Retirement Partners LLC | 11,999 | $245 | 12/31/2023 | | SCHH | 11,999 | $245 | 12/31/2023 | | Whittier Trust Co. | 11,567 | $239 | 12/31/2023 | | SCHH | 11,567 | $239 | 12/31/2023 | | Savant Capital LLC | 11,400 | $236 | 12/31/2023 | | SCHH | 11,400 | $236 | 12/31/2023 | | Warren Averett Asset Management LLC | 11,352 | $235 | 12/31/2023 | | SCHH | 11,352 | $235 | 12/31/2023 | | Thompson Investment Management Inc. | 11,532 | $234 | 03/31/2024 | | SCHH | 11,532 | $234 | 03/31/2024 | | Strategic Family Wealth Counselors L.L.C. | 11,182 | $232 | 12/31/2023 | | SCHH | 11,182 | $232 | 12/31/2023 | | Comerica Bank | 11,132 | $231 | 12/31/2023 | | SCHH | 11,132 | $231 | 12/31/2023 | | Mason Investment Advisory Services Inc. | 11,059 | $229 | 12/31/2023 | | SCHH | 11,059 | $229 | 12/31/2023 | | Integrated Advisors Network LLC | 10,954 | $227 | 12/31/2023 | | SCHH | 10,954 | $227 | 12/31/2023 | | Collaborative Wealth Managment Inc. | 10,855 | $225 | 12/31/2023 | | SCHH | 10,855 | $225 | 12/31/2023 | | PFG Advisors | 10,833 | $224 | 12/31/2023 | | SCHH | 10,833 | $224 | 12/31/2023 | | Garrison Asset Management LLC | 10,748 | $223 | 12/31/2023 | | SCHH | 10,748 | $223 | 12/31/2023 | | Townsquare Capital LLC | 10,780 | $223 | 12/31/2023 | | SCHH | 10,780 | $223 | 12/31/2023 | | Skyline Advisors Inc. | 10,736 | $218 | 03/31/2024 | | SCHH | 10,736 | $218 | 03/31/2024 | | Wealthcare Capital Management LLC | 10,702 | $217 | 03/31/2024 | | SCHH | 10,702 | $217 | 03/31/2024 | | FMR LLC | 10,387 | $215 | 12/31/2023 | | SCHH | 10,387 | $215 | 12/31/2023 | | Kestra Advisory Services LLC | 10,338 | $214 | 12/31/2023 | | SCHH | 10,338 | $214 | 12/31/2023 | | Roble Belko & Company Inc | 10,482 | $213 | 03/31/2024 | | SCHH | 10,482 | $213 | 03/31/2024 | | Waterfront Wealth Inc. | 10,300 | $213 | 12/31/2023 | | SCHH | 10,300 | $213 | 12/31/2023 | | Clear Investment Research LLC | 10,201 | $211 | 12/31/2023 | | SCHH | 10,201 | $211 | 12/31/2023 | | Atomi Financial Group Inc. | 10,130 | $210 | 12/31/2023 | | SCHH | 10,130 | $210 | 12/31/2023 | | Acorn Wealth Advisors LLC | 10,061 | $208 | 12/31/2023 | | SCHH | 10,061 | $208 | 12/31/2023 | | Websterrogers Financial Advisors LLC | 10,041 | $208 | 12/31/2023 | | SCHH | 10,041 | $208 | 12/31/2023 | | Strategic Financial Services Inc | 9,800 | $203 | 12/31/2023 | | SCHH | 9,800 | $203 | 12/31/2023 | | Prosperity Wealth Management Inc. | 9,800 | $203 | 12/31/2023 | | SCHH | 9,800 | $203 | 12/31/2023 | | Scientech Research LLC | 9,787 | $203 | 12/31/2023 | | SCHH | 9,787 | $203 | 12/31/2023 | | WealthPLAN Partners LLC | 9,684 | $201 | 12/31/2023 | | SCHH | 9,684 | $201 | 12/31/2023 | | Blue Barn Wealth LLC | 9,661 | $200 | 12/31/2023 | | SCHH | 9,661 | $200 | 12/31/2023 | | AdvisorNet Financial Inc | 9,754 | $198 | 03/31/2024 | | SCHH | 9,754 | $198 | 03/31/2024 | | IFP Advisors Inc | 9,569 | $198 | 12/31/2023 | | SCHH | 9,569 | $198 | 12/31/2023 | | Blair William & Co. IL | 9,352 | $194 | 12/31/2023 | | SCHH | 9,352 | $194 | 12/31/2023 | | Cape Investment Advisory Inc. | 9,009 | $187 | 12/31/2023 | | SCHH | 9,009 | $187 | 12/31/2023 | | Benjamin Edwards Inc. | 8,967 | $186 | 12/31/2023 | | SCHH | 8,967 | $186 | 12/31/2023 | | Financial Synergies Wealth Advisors Inc. | 6,995 | $142 | 03/31/2024 | | SCHH | 6,995 | $142 | 03/31/2024 | | BOK Financial Private Wealth Inc. | 6,746 | $140 | 12/31/2023 | | SCHH | 6,746 | $140 | 12/31/2023 | | Indiana Trust & Investment Management CO | 6,203 | $126 | 03/31/2024 | | SCHH | 6,203 | $126 | 03/31/2024 | | Heritage Wealth Advisors | 4,810 | $100 | 12/31/2023 | | SCHH | 4,810 | $100 | 12/31/2023 | | Bartlett & Co. LLC | 4,301 | $90 | 12/31/2023 | | SCHH | 4,301 | $90 | 12/31/2023 | | Bartlett & CO. Wealth Management LLC | 4,301 | $90 | 12/31/2023 | | SCHH | 4,301 | $90 | 12/31/2023 | | Front Row Advisors LLC | 4,176 | $86 | 12/31/2023 | | SCHH | 4,176 | $86 | 12/31/2023 | | Interactive Financial Advisors | 4,056 | $84 | 12/31/2023 | | SCHH | 4,056 | $84 | 12/31/2023 | | Capital Investment Advisory Services LLC | 3,914 | $81 | 12/31/2023 | | SCHH | 3,914 | $81 | 12/31/2023 | | Future Financial Wealth Managment LLC | 3,900 | $79 | 03/31/2024 | | SCHH | 3,900 | $79 | 03/31/2024 | | Blume Capital Management Inc. | 3,630 | $75 | 12/31/2023 | | SCHH | 3,630 | $75 | 12/31/2023 | | Harbour Investments Inc. | 3,272 | $68 | 12/31/2023 | | SCHH | 3,272 | $68 | 12/31/2023 | | Vestor Capital LLC | 3,108 | $64 | 12/31/2023 | | SCHH | 3,108 | $64 | 12/31/2023 | | West Oak Capital LLC | 3,056 | $62 | 03/31/2024 | | SCHH | 3,056 | $62 | 03/31/2024 | | McClarren Financial Advisors Inc. | 2,998 | $62 | 12/31/2023 | | SCHH | 2,998 | $62 | 12/31/2023 | | GWM Advisors LLC | 2,939 | $61 | 12/31/2023 | | SCHH | 2,939 | $61 | 12/31/2023 | | Spire Wealth Management | 3,037 | $61 | 12/31/2023 | | SCHH | 3,037 | $61 | 12/31/2023 | | Criterion Capital Advisors LLC | 2,935 | $60 | 03/31/2024 | | SCHH | 2,935 | $60 | 03/31/2024 | | Rocky Mountain Advisers LLC | 2,530 | $52 | 12/31/2023 | | SCHH | 2,530 | $52 | 12/31/2023 | | Tower Research Capital LLC TRC | 2,479 | $51 | 12/31/2023 | | SCHH | 2,479 | $51 | 12/31/2023 | | Optimum Investment Advisors | 2,409 | $49 | 03/31/2024 | | SCHH | 2,409 | $49 | 03/31/2024 | | CVA Family Office LLC | 2,293 | $47 | 03/31/2024 | | SCHH | 2,293 | $47 | 03/31/2024 | | Montag A & Associates Inc. | 2,102 | $44 | 12/31/2023 | | SCHH | 2,102 | $44 | 12/31/2023 | | Independence Bank of Kentucky | 1,882 | $38 | 03/31/2024 | | SCHH | 1,882 | $38 | 03/31/2024 | | Ancora Advisors LLC | 1,846 | $38 | 12/31/2023 | | SCHH | 1,846 | $38 | 12/31/2023 | | MeadowBrook Investment Advisors LLC | 1,800 | $37 | 12/31/2023 | | SCHH | 1,800 | $37 | 12/31/2023 | | Covestor Ltd | 1,779 | $37 | 12/31/2023 | | SCHH | 1,779 | $37 | 12/31/2023 | | Carmichael Hill & Associates Inc. | 1,737 | $36 | 12/31/2023 | | SCHH | 1,737 | $36 | 12/31/2023 | | Glenmede Trust Co. NA | 1,658 | $34 | 12/31/2023 | | SCHH | 1,658 | $34 | 12/31/2023 | | Morris Financial Concepts Inc. | 1,536 | $31 | 03/31/2024 | | SCHH | 1,536 | $31 | 03/31/2024 | | Larson Financial Group LLC | 1,483 | $31 | 12/31/2023 | | SCHH | 1,483 | $31 | 12/31/2023 | | Glass Jacobson Investment Advisors llc | 1,499 | $31 | 12/31/2023 | | SCHH | 1,499 | $31 | 12/31/2023 | | Crewe Advisors LLC | 1,340 | $28 | 12/31/2023 | | SCHH | 1,340 | $28 | 12/31/2023 | | Asset Dedication LLC | 1,205 | $24 | 03/31/2024 | | SCHH | 1,205 | $24 | 03/31/2024 | | UMB Bank N A MO | 1,160 | $24 | 12/31/2023 | | SCHH | 1,160 | $24 | 12/31/2023 | | Sugarloaf Wealth Management LLC | 1,162 | $24 | 12/31/2023 | | SCHH | 1,162 | $24 | 12/31/2023 | | Tompkins Financial Corp | 1,106 | $22 | 03/31/2024 | | SCHH | 1,106 | $22 | 03/31/2024 | | NBC Securities Inc. | 1,075 | $21 | 03/31/2024 | | SCHH | 1,075 | $21 | 03/31/2024 | | Cambridge Trust Co. | 1,000 | $21 | 12/31/2023 | | SCHH | 1,000 | $21 | 12/31/2023 | | North Star Investment Management Corp. | 994 | $21 | 12/31/2023 | | SCHH | 994 | $21 | 12/31/2023 | | BOKF NA | 986 | $20 | 12/31/2023 | | SCHH | 986 | $20 | 12/31/2023 | | Advisory Services Network LLC | 980 | $20 | 12/31/2023 | | SCHH | 980 | $20 | 12/31/2023 | | Investors Research Corp | 976 | $20 | 12/31/2023 | | SCHH | 976 | $20 | 12/31/2023 | | O Shaughnessy Asset Management LLC | 894 | $19 | 12/31/2023 | | SCHH | 894 | $19 | 12/31/2023 | | Scarborough Advisors LLC | 834 | $17 | 12/31/2023 | | SCHH | 834 | $17 | 12/31/2023 | | Main Street Group LTD | 811 | $17 | 12/31/2023 | | SCHH | 811 | $17 | 12/31/2023 | | MV Capital Management Inc. | 808 | $16 | 03/31/2024 | | SCHH | 808 | $16 | 03/31/2024 | | Sandy Spring Bank | 756 | $16 | 12/31/2023 | | SCHH | 756 | $16 | 12/31/2023 | | Life Planning Partners Inc | 788 | $16 | 12/31/2023 | | SCHH | 788 | $16 | 12/31/2023 | | Jackson Hole Capital Partners LLC | 733 | $15 | 12/31/2023 | | SCHH | 733 | $15 | 12/31/2023 | | FSA Wealth Management LLC | 713 | $15 | 12/31/2023 | | SCHH | 713 | $15 | 12/31/2023 | | Jamison Private Wealth Management Inc. | 706 | $15 | 12/31/2023 | | SCHH | 706 | $15 | 12/31/2023 | | MCF Advisors LLC | 674 | $14 | 03/31/2024 | | SCHH | 674 | $14 | 03/31/2024 | | Sunbelt Securities Inc. | 681 | $14 | 03/31/2024 | | SCHH | 681 | $14 | 03/31/2024 | | Fifth Third Bancorp | 646 | $13 | 12/31/2023 | | SCHH | 646 | $13 | 12/31/2023 | | Chilton Capital Management LLC | 607 | $13 | 12/31/2023 | | SCHH | 607 | $13 | 12/31/2023 | | Private Ocean LLC | 607 | $12 | 03/31/2024 | | SCHH | 607 | $12 | 03/31/2024 | | Game Plan Financial Advisors LLC | 608 | $12 | 03/31/2024 | | SCHH | 608 | $12 | 03/31/2024 | | DHJJ Financial Advisors Ltd. | 612 | $12 | 03/31/2024 | | SCHH | 612 | $12 | 03/31/2024 | | Aptus Capital Advisors LLC | 599 | $12 | 12/31/2023 | | SCHH | 599 | $12 | 12/31/2023 | | Impact Partnership Wealth LLC | 572 | $12 | 12/31/2023 | | SCHH | 572 | $12 | 12/31/2023 | | Valley National Advisers Inc. | 546 | $11 | 12/31/2023 | | SCHH | 546 | $11 | 12/31/2023 | | Westside Investment Management Inc. | 520 | $11 | 12/31/2023 | | SCHH | 520 | $11 | 12/31/2023 | | Financial Advisory Service Inc. | 532 | $11 | 12/31/2023 | | SCHH | 532 | $11 | 12/31/2023 | | Mascoma Wealth Management LLC | 555 | $11 | 12/31/2023 | | SCHH | 555 | $11 | 12/31/2023 | | AlphaCore Capital LLC | 544 | $11 | 12/31/2023 | | SCHH | 544 | $11 | 12/31/2023 | | Qube Research & Technologies Ltd | 543 | $11 | 12/31/2023 | | SCHH | 543 | $11 | 12/31/2023 | | Guardian Wealth Advisors LLC NC | 551 | $11 | 12/31/2023 | | SCHH | 551 | $11 | 12/31/2023 | | Strategic Investment Solutions Inc. IL | 518 | $11 | 12/31/2023 | | SCHH | 518 | $11 | 12/31/2023 | | McIlrath & Eck LLC | 487 | $10 | 12/31/2023 | | SCHH | 487 | $10 | 12/31/2023 | | Signaturefd LLC | 426 | $9 | 12/31/2023 | | SCHH | 426 | $9 | 12/31/2023 | | Sachetta LLC | 420 | $9 | 12/31/2023 | | SCHH | 420 | $9 | 12/31/2023 | | Massmutual Trust Co. FSB ADV | 407 | $8 | 03/31/2024 | | SCHH | 407 | $8 | 03/31/2024 | | Wagner Wealth Management LLC | 333 | $7 | 12/31/2023 | | SCHH | 333 | $7 | 12/31/2023 | | Founders Financial Alliance LLC | 331 | $7 | 12/31/2023 | | SCHH | 331 | $7 | 12/31/2023 | | Barrett & Company Inc. | 300 | $6 | 03/31/2024 | | SCHH | 300 | $6 | 03/31/2024 | | M&R Capital Management Inc. | 292 | $6 | 03/31/2024 | | SCHH | 292 | $6 | 03/31/2024 | | Pflug Koory LLC | 284 | $6 | 03/31/2024 | | SCHH | 284 | $6 | 03/31/2024 | | Delta Asset Management LLC TN | 296 | $6 | 12/31/2023 | | SCHH | 296 | $6 | 12/31/2023 | | Smithfield Trust Co. | 312 | $6 | 12/31/2023 | | SCHH | 312 | $6 | 12/31/2023 | | Fortis Advisors LLC | 275 | $6 | 12/31/2023 | | SCHH | 275 | $6 | 12/31/2023 | | Key Financial Inc | 288 | $6 | 12/31/2023 | | SCHH | 288 | $6 | 12/31/2023 | | Bell Investment Advisors Inc | 308 | $6 | 12/31/2023 | | SCHH | 308 | $6 | 12/31/2023 | | Cherry Tree Wealth Management LLC | 272 | $6 | 12/31/2023 | | SCHH | 272 | $6 | 12/31/2023 | | American Capital Advisory LLC | 275 | $6 | 12/31/2023 | | SCHH | 275 | $6 | 12/31/2023 | | Tsfg LLC | 228 | $5 | 03/31/2024 | | SCHH | 228 | $5 | 03/31/2024 | | Wolff Wiese Magana LLC | 250 | $5 | 03/31/2024 | | SCHH | 250 | $5 | 03/31/2024 | | Signature Resources Capital Management LLC | 257 | $5 | 03/31/2024 | | SCHH | 257 | $5 | 03/31/2024 | | Arlington Trust Co LLC | 242 | $5 | 03/31/2024 | | SCHH | 242 | $5 | 03/31/2024 | | Horrell Capital Management Inc. | 220 | $5 | 12/31/2023 | | SCHH | 220 | $5 | 12/31/2023 | | Plante Moran Financial Advisors LLC | 219 | $5 | 12/31/2023 | | SCHH | 219 | $5 | 12/31/2023 | | Prestige Wealth Management Group LLC | 240 | $5 | 12/31/2023 | | SCHH | 240 | $5 | 12/31/2023 | | Proequities Inc. | 180 | $4 | 12/31/2023 | | SCHH | 180 | $4 | 12/31/2023 | | Blue Bell Private Wealth Management LLC | 209 | $4 | 12/31/2023 | | SCHH | 209 | $4 | 12/31/2023 | | Hamilton Point Investment Advisors LLC | 184 | $4 | 12/31/2023 | | SCHH | 184 | $4 | 12/31/2023 | | Bfsg LLC | 189 | $4 | 12/31/2023 | | SCHH | 189 | $4 | 12/31/2023 | | EverSource Wealth Advisors LLC | 199 | $4 | 12/31/2023 | | SCHH | 199 | $4 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 194 | $4 | 12/31/2023 | | SCHH | 194 | $4 | 12/31/2023 | | Bellevue Asset Management LLC | 200 | $4 | 12/31/2023 | | SCHH | 200 | $4 | 12/31/2023 | | Addison Advisors LLC | 216 | $4 | 12/31/2023 | | SCHH | 216 | $4 | 12/31/2023 | | Tidemark LLC | 193 | $4 | 12/31/2023 | | SCHH | 193 | $4 | 12/31/2023 | | Able Wealth Management LLC | 216 | $4 | 12/31/2023 | | SCHH | 216 | $4 | 12/31/2023 | | Sound Income Strategies LLC | 151 | $3 | 03/31/2024 | | SCHH | 151 | $3 | 03/31/2024 | | Atticus Wealth Management LLC | 148 | $3 | 03/31/2024 | | SCHH | 148 | $3 | 03/31/2024 | | Focused Wealth Management Inc | 131 | $3 | 12/31/2023 | | SCHH | 131 | $3 | 12/31/2023 | | Princeton Global Asset Management LLC | 150 | $3 | 12/31/2023 | | SCHH | 150 | $3 | 12/31/2023 | | Frazier Financial Advisors LLC | 130 | $3 | 12/31/2023 | | SCHH | 130 | $3 | 12/31/2023 | | City State Bank | 86 | $2 | 03/31/2024 | | SCHH | 86 | $2 | 03/31/2024 | | Caldwell Sutter Capital Inc. | 120 | $2 | 12/31/2023 | | SCHH | 120 | $2 | 12/31/2023 | | WASHINGTON TRUST Co | 108 | $2 | 12/31/2023 | | SCHH | 108 | $2 | 12/31/2023 | | West Branch Capital LLC | 113 | $2 | 12/31/2023 | | SCHH | 113 | $2 | 12/31/2023 | | Avion Wealth | 95 | $2 | 12/31/2023 | | SCHH | 95 | $2 | 12/31/2023 | | Carolinas Wealth Consulting LLC | 96 | $2 | 12/31/2023 | | SCHH | 96 | $2 | 12/31/2023 | | Archer Investment Corp | 108 | $2 | 12/31/2023 | | SCHH | 108 | $2 | 12/31/2023 | | DB Wealth Management Group LLC | 78 | $2 | 12/31/2023 | | SCHH | 78 | $2 | 12/31/2023 | | Bradley & Co. Private Wealth Management LLC | 106 | $2 | 12/31/2023 | | SCHH | 106 | $2 | 12/31/2023 | | Level Financial Advisors Inc. | 120 | $2 | 12/31/2023 | | SCHH | 120 | $2 | 12/31/2023 | | Kiely Wealth Advisory Group Inc. | 90 | $2 | 12/31/2023 | | SCHH | 90 | $2 | 12/31/2023 | | Mather Group LLC. | 27 | $1 | 03/31/2024 | | SCHH | 27 | $1 | 03/31/2024 | | SOA Wealth Advisors LLC. | 44 | $1 | 03/31/2024 | | SCHH | 44 | $1 | 03/31/2024 | | Howe & Rusling Inc. | 51 | $1 | 12/31/2023 | | SCHH | 51 | $1 | 12/31/2023 | | Citigroup Inc. | 39 | $1 | 12/31/2023 | | SCHH | 39 | $1 | 12/31/2023 | | JFS Wealth Advisors LLC | 70 | $1 | 12/31/2023 | | SCHH | 70 | $1 | 12/31/2023 | | SRS Capital Advisors Inc. | 65 | $1 | 12/31/2023 | | SCHH | 65 | $1 | 12/31/2023 | | Tradewinds Capital Management LLC | 52 | $1 | 12/31/2023 | | SCHH | 52 | $1 | 12/31/2023 | | Capital Analysts LLC | 36 | $1 | 12/31/2023 | | SCHH | 36 | $1 | 12/31/2023 | | Salomon & Ludwin LLC | 32 | $1 | 12/31/2023 | | SCHH | 32 | $1 | 12/31/2023 | | Element Wealth LLC | 62 | $1 | 12/31/2023 | | SCHH | 62 | $1 | 12/31/2023 | | Team Financial Group LLC | 69 | $1 | 12/31/2023 | | SCHH | 69 | $1 | 12/31/2023 | | Householder Group Estate & Retirement Specialist LLC | 26 | $1 | 12/31/2023 | | SCHH | 26 | $1 | 12/31/2023 | | Gpwm LLC | 67 | $1 | 12/31/2023 | | SCHH | 67 | $1 | 12/31/2023 | | Ruedi Wealth Management Inc. | 61 | $1 | 12/31/2023 | | SCHH | 61 | $1 | 12/31/2023 | | Koesten Hirschmann & Crabtree INC. | 43 | $1 | 12/31/2023 | | SCHH | 43 | $1 | 12/31/2023 | | Wiser Advisor Group LLC | 48 | $1 | 12/31/2023 | | SCHH | 48 | $1 | 12/31/2023 | | Financial Management Professionals Inc. | 16 | $0 | 03/31/2024 | | SCHH | 16 | $0 | 03/31/2024 | | Maryland Capital Advisors Inc. | 12 | $0 | 03/31/2024 | | SCHH | 12 | $0 | 03/31/2024 | | Huntington National Bank | 1 | $0 | 12/31/2023 | | SCHH | 1 | $0 | 12/31/2023 | | Townsend Asset Management Corp NC ADV | 14 | $0 | 12/31/2023 | | SCHH | 14 | $0 | 12/31/2023 | | First Manhattan Co. | 16 | $0 | 12/31/2023 | | SCHH | 16 | $0 | 12/31/2023 | | Transamerica Financial Advisors Inc. | 1 | $0 | 12/31/2023 | | SCHH | 1 | $0 | 12/31/2023 | | Gradient Investments LLC | 2 | $0 | 12/31/2023 | | SCHH | 2 | $0 | 12/31/2023 | | NewSquare Capital LLC | 2 | $0 | 12/31/2023 | | SCHH | 2 | $0 | 12/31/2023 | | Macroview Investment Management LLC | 10 | $0 | 12/31/2023 | | SCHH | 10 | $0 | 12/31/2023 | | Silicon Valley Capital Partners | 1 | $0 | 12/31/2023 | | SCHH | 1 | $0 | 12/31/2023 | | Ambassador Advisors LLC | 12 | $0 | 12/31/2023 | | SCHH | 12 | $0 | 12/31/2023 | | Bogart Wealth LLC | 22 | $0 | 12/31/2023 | | SCHH | 22 | $0 | 12/31/2023 | | GPS Wealth Strategies Group LLC | 10 | $0 | 12/31/2023 | | SCHH | 10 | $0 | 12/31/2023 | | Lindbrook Capital LLC | 18 | $0 | 12/31/2023 | | SCHH | 18 | $0 | 12/31/2023 | | Planned Solutions Inc. | 21 | $0 | 12/31/2023 | | SCHH | 21 | $0 | 12/31/2023 | | Sage Mountain Advisors LLC | 23 | $0 | 12/31/2023 | | SCHH | 23 | $0 | 12/31/2023 | | Gordian Capital Singapore Pte Ltd | 1 | $0 | 12/31/2023 | | SCHH | 1 | $0 | 12/31/2023 | | Oliver Lagore Vanvalin Investment Group | 2 | $0 | 12/31/2023 | | SCHH | 2 | $0 | 12/31/2023 | | Ulland Investment Advisors LLC | 18 | $0 | 12/31/2023 | | SCHH | 18 | $0 | 12/31/2023 | | Smartleaf Asset Management LLC | 8 | $0 | 12/31/2023 | | SCHH | 8 | $0 | 12/31/2023 | | Abich Financial Wealth Management LLC | 19 | $0 | 12/31/2023 | | SCHH | 19 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SCHH
See Details: Top 10 Hedge Funds Holding SCHH
Also See: SCHH Holdings Changes
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