Holdings Channel
Quotes delayed 20 minutes

Funds Holding SCHM
HolderAmountPosition Size
($ in 1000's)
 As of
Financial Engines Advisors L.L.C.2,592,794$155,957 12/31/2019
     SCHM2,592,794$155,957 12/31/2019
SVA Wealth Management LLC1,650,449$99,274 12/31/2019
     SCHM1,650,449$99,274 12/31/2019
Legacy Wealth Management Inc1,431,576$86,109 12/31/2019
     SCHM1,431,576$86,109 12/31/2019
Northwestern Mutual Wealth Management Co.1,079,317$64,920 12/31/2019
     SCHM1,079,317$64,920 12/31/2019
UBS Group AG1,065,745$64,105 12/31/2019
     SCHM1,065,745$64,105 12/31/2019
BLB&B Advisors LLC1,044,591$62,832 12/31/2019
     SCHM1,044,591$62,832 12/31/2019
HBK Sorce Advisory LLC1,011,025$60,813 12/31/2019
     SCHM1,011,025$60,813 12/31/2019
Ameriprise Financial Inc.977,848$58,804 12/31/2019
     SCHM977,848$58,804 12/31/2019
Prime Capital Investment Advisors LLC880,451$52,959 12/31/2019
     SCHM880,451$52,959 12/31/2019
FormulaFolio Investments LLC829,034$49,866 12/31/2019
     SCHM829,034$49,866 12/31/2019
Raymond James Financial Services Advisors Inc.796,210$47,892 12/31/2019
     SCHM796,210$47,892 12/31/2019
First Mercantile Trust Co.788,236$47,411 12/31/2019
     SCHM788,236$47,411 12/31/2019
Brouwer & Janachowski LLC735,530$44,242 12/31/2019
     SCHM735,530$44,242 12/31/2019
Resources Investment Advisors LLC.723,177$43,499 12/31/2019
     SCHM723,177$43,499 12/31/2019
Thrivent Financial for Lutherans712,839$42,877 12/31/2019
     SCHM712,839$42,877 12/31/2019
Frontier Investment Mgmt Co.661,052$39,762 12/31/2019
     SCHM661,052$39,762 12/31/2019
Wealth Enhancement Advisory Services LLC656,603$39,495 12/31/2019
     SCHM656,603$39,495 12/31/2019
Mercer Global Advisors Inc. ADV627,343$37,735 12/31/2019
     SCHM627,343$37,735 12/31/2019
JMG Financial Group Ltd.586,685$35,289 12/31/2019
     SCHM586,685$35,289 12/31/2019
Sfmg LLC562,847$33,855 12/31/2019
     SCHM562,847$33,855 12/31/2019
Cambridge Investment Research Advisors Inc.542,460$32,629 12/31/2019
     SCHM542,460$32,629 12/31/2019
Financial Management Professionals Inc.497,664$29,934 12/31/2019
     SCHM497,664$29,934 12/31/2019
Pinkerton Retirement Specialists LLC487,274$29,310 12/31/2019
     SCHM487,274$29,310 12/31/2019
HighTower Advisors LLC486,387$29,269 12/31/2019
     SCHM486,387$29,269 12/31/2019
Manchester Financial Inc.485,309$29,191 12/31/2019
     SCHM485,309$29,191 12/31/2019
ProVise Management Group LLC478,143$28,760 12/31/2019
     SCHM478,143$28,760 12/31/2019
Financial Consulate Inc.466,517$28,061 12/31/2019
     SCHM466,517$28,061 12/31/2019
RKL Wealth Management LLC465,912$28,025 12/31/2019
     SCHM465,912$28,025 12/31/2019
Nadler Financial Group Inc.464,119$27,917 12/31/2019
     SCHM464,119$27,917 12/31/2019
Raymond James & Associates427,781$25,731 12/31/2019
     SCHM427,781$25,731 12/31/2019
Ladenburg Thalmann Financial Services Inc.398,362$23,954 12/31/2019
     SCHM398,362$23,954 12/31/2019
LPL Financial LLC392,842$23,629 12/31/2019
     SCHM392,842$23,629 12/31/2019
MML Investors Services LLC389,565$23,432 12/31/2019
     SCHM389,565$23,432 12/31/2019
Mariner LLC364,336$21,915 12/31/2019
     SCHM364,336$21,915 12/31/2019
Commonwealth Equity Services LLC342,976$20,630 12/31/2019
     SCHM342,976$20,630 12/31/2019
United Capital Financial Advisers LLC339,155$20,400 12/31/2019
     SCHM339,155$20,400 12/31/2019
Creative Planning337,842$20,321 12/31/2019
     SCHM337,842$20,321 12/31/2019
Envestnet Asset Management Inc.337,641$20,309 12/31/2019
     SCHM337,641$20,309 12/31/2019
Wells Fargo & Company MN331,861$19,962 12/31/2019
     SCHM331,861$19,962 12/31/2019
Morgan Stanley330,436$19,876 12/31/2019
     SCHM330,436$19,876 12/31/2019
Lighthouse Financial Advisors Inc.316,434$19,033 12/31/2019
     SCHM316,434$19,033 12/31/2019
Summit Asset Management LLC309,170$18,597 12/31/2019
     SCHM309,170$18,597 12/31/2019
Emery Howard Portfolio Management Inc.294,388$17,707 12/31/2019
     SCHM294,388$17,707 12/31/2019
HHM Wealth Advisors LLC292,789$17,621 12/31/2019
     SCHM292,789$17,621 12/31/2019
Parsec Financial Management Inc.292,297$17,582 12/31/2019
     SCHM292,297$17,582 12/31/2019
Buckingham Capital Management Inc.276,148$16,610 12/31/2019
     SCHM276,148$16,610 12/31/2019
Campbell Wealth Management271,852$16,352 12/31/2019
     SCHM271,852$16,352 12/31/2019
Summit Financial Strategies Inc.267,470$16,088 12/31/2019
     SCHM267,470$16,088 12/31/2019
Leavell Investment Management Inc.263,999$15,880 12/31/2019
     SCHM263,999$15,880 12/31/2019
CWH Capital Management Inc.260,379$15,662 12/31/2019
     SCHM260,379$15,662 12/31/2019
Fiera Capital Corp249,119$14,985 12/31/2019
     SCHM249,119$14,985 12/31/2019
Salem Investment Counselors Inc.246,207$14,809 12/31/2019
     SCHM246,207$14,809 12/31/2019
Rainey & Randall Investment Management Inc.245,466$14,765 12/31/2019
     SCHM245,466$14,765 12/31/2019
Royal Bank of Canada243,014$14,617 12/31/2019
     SCHM243,014$14,617 12/31/2019
Moneta Group Investment Advisors LLC242,627$14,594 12/31/2019
     SCHM242,627$14,594 12/31/2019
Vista Private Wealth Partners. LLC240,836$14,525 12/31/2019
     SCHM240,836$14,525 12/31/2019
Moisand Fitzgerald Tamayo LLC238,342$14,336 12/31/2019
     SCHM238,342$14,336 12/31/2019
AJ Wealth Strategies LLC234,459$14,103 12/31/2019
     SCHM234,459$14,103 12/31/2019
Insight Wealth Strategies LLC233,137$14,023 12/31/2019
     SCHM233,137$14,023 12/31/2019
Filbrandt Wealth Management LLC231,982$13,953 12/31/2019
     SCHM231,982$13,953 12/31/2019
Lee Financial Co223,114$13,420 12/31/2019
     SCHM223,114$13,420 12/31/2019
Omega Financial Group LLC222,232$13,367 12/31/2019
     SCHM222,232$13,367 12/31/2019
Mokosak Advisory Group LLC215,273$12,959 12/31/2019
     SCHM215,273$12,959 12/31/2019
Moneywise Inc.225,439$12,746 12/31/2019
     SCHM225,439$12,746 12/31/2019
Gemmer Asset Management LLC209,555$12,605 12/31/2019
     SCHM209,555$12,605 12/31/2019
Financial Advisory Corp UT ADV207,326$12,471 12/31/2019
     SCHM207,326$12,471 12/31/2019
Cetera Advisor Networks LLC206,966$12,449 12/31/2019
     SCHM206,966$12,449 12/31/2019
Captrust Financial Advisors201,359$12,144 12/31/2019
     SCHM201,359$12,144 12/31/2019
BerganKDV Wealth Management LLC197,988$11,909 12/31/2019
     SCHM197,988$11,909 12/31/2019
IFP Advisors Inc197,617$11,877 12/31/2019
     SCHM197,617$11,877 12/31/2019
First National Corp MA ADV195,772$11,776 12/31/2019
     SCHM195,772$11,776 12/31/2019
Trinity Legacy Partners LLC193,615$11,700 12/31/2019
     SCHM193,615$11,700 12/31/2019
Marquette Asset Management LLC194,268$11,685 12/31/2019
     SCHM194,268$11,685 12/31/2019
Sage Financial Group Inc.193,543$11,642 12/31/2019
     SCHM193,543$11,642 12/31/2019
Whittier Trust Co. of Nevada Inc.193,505$11,639 12/31/2019
     SCHM193,505$11,639 12/31/2019
Triangle Securities Wealth Management191,883$11,542 12/31/2019
     SCHM191,883$11,542 12/31/2019
Marshall Financial Group Inc. ADV189,882$11,421 12/31/2019
     SCHM189,882$11,421 12/31/2019
Clear Creek Financial Management LLC181,316$11,040 12/31/2019
     SCHM181,316$11,040 12/31/2019
OLD Dominion Capital Management Inc.181,926$10,943 12/31/2019
     SCHM181,926$10,943 12/31/2019
Bank of America Corp DE181,843$10,938 12/31/2019
     SCHM181,843$10,938 12/31/2019
Asset Advisors Investment Management LLC178,346$10,863 12/31/2019
     SCHM178,346$10,863 12/31/2019
St. Johns Investment Management Company LLC175,589$10,562 12/31/2019
     SCHM175,589$10,562 12/31/2019
Valley National Advisers Inc.173,967$10,464 12/31/2019
     SCHM173,967$10,464 12/31/2019
Elwood & Goetz Wealth Advisory Group LLC170,800$10,274 12/31/2019
     SCHM170,800$10,274 12/31/2019
Bangor Savings Bank167,842$10,096 12/31/2019
     SCHM167,842$10,096 12/31/2019
Summit Wealth & Retirement Planning Inc.167,080$10,050 12/31/2019
     SCHM167,080$10,050 12/31/2019
Pacific Edge Advisors LLC166,715$10,028 12/31/2019
     SCHM166,715$10,028 12/31/2019
Curbstone Financial Management Corp163,760$9,850 12/31/2019
     SCHM163,760$9,850 12/31/2019
Advisory Alpha LLC157,548$9,545 12/31/2019
     SCHM157,548$9,545 12/31/2019
Patriot Investment Management Inc.157,681$9,484 12/31/2019
     SCHM157,681$9,484 12/31/2019
Asset Management Group Inc.153,685$9,244 12/31/2019
     SCHM153,685$9,244 12/31/2019
Sharkey Howes & Javer149,332$8,982 12/31/2019
     SCHM149,332$8,982 12/31/2019
Blue Square Asset Management LLC144,219$8,675 12/31/2019
     SCHM144,219$8,675 12/31/2019
Northwest Capital Management Inc144,066$8,665 12/31/2019
     SCHM144,066$8,665 12/31/2019
Lathrop Investment Management Corp140,330$8,441 12/31/2019
     SCHM140,330$8,441 12/31/2019
Private Advisor Group LLC138,856$8,352 12/31/2019
     SCHM138,856$8,352 12/31/2019
Meridian Wealth Partners LLC137,087$8,246 12/31/2019
     SCHM137,087$8,246 12/31/2019
Alliance Wealth Management Group134,624$8,098 12/31/2019
     SCHM134,624$8,098 12/31/2019
Towercrest Capital Management134,624$8,098 12/31/2019
     SCHM134,624$8,098 12/31/2019
Relaxing Retirement Coach130,572$7,853 12/31/2019
     SCHM130,572$7,853 12/31/2019
Tradewinds Capital Management LLC127,819$7,688 12/31/2019
     SCHM127,819$7,688 12/31/2019
USAdvisors Wealth Management LLC126,738$7,623 12/31/2019
     SCHM126,738$7,623 12/31/2019
Clearwater Capital Advisors LLC126,040$7,581 12/31/2019
     SCHM126,040$7,581 12/31/2019
WESCAP Management Group Inc.125,320$7,538 12/31/2019
     SCHM125,320$7,538 12/31/2019
Peak Financial Management Inc.123,077$7,403 12/31/2019
     SCHM123,077$7,403 12/31/2019
Johnson Investment Counsel Inc.122,554$7,372 12/31/2019
     SCHM122,554$7,372 12/31/2019
Biltmore Capital Advisors LLC122,474$7,367 12/31/2019
     SCHM122,474$7,367 12/31/2019
Baird Financial Group Inc.118,261$7,113 12/31/2019
     SCHM118,261$7,113 12/31/2019
Exchange Capital Management Inc.116,862$7,029 12/31/2019
     SCHM116,862$7,029 12/31/2019
Pittenger & Anderson Inc.116,566$7,011 12/31/2019
     SCHM116,566$7,011 12/31/2019
Eaton Vance Management114,886$6,910 12/31/2019
     SCHM114,886$6,910 12/31/2019
DAVENPORT & Co LLC110,674$6,657 12/31/2019
     SCHM110,674$6,657 12/31/2019
Black Diamond Financial LLC110,645$6,655 12/31/2019
     SCHM110,645$6,655 12/31/2019
MinichMacGregor Wealth Management LLC108,266$6,512 12/31/2019
     SCHM108,266$6,512 12/31/2019
Kohmann Bosshard Financial Services LLC105,908$6,370 12/31/2019
     SCHM105,908$6,370 12/31/2019
North Star Asset Management Inc.104,314$6,274 12/31/2019
     SCHM104,314$6,274 12/31/2019
Modus Advisors LLC102,370$6,158 12/31/2019
     SCHM102,370$6,158 12/31/2019
Bristlecone Advisors LLC99,939$6,011 12/31/2019
     SCHM99,939$6,011 12/31/2019
Texas Yale Capital Corp.99,520$5,986 12/31/2019
     SCHM99,520$5,986 12/31/2019
Jane Street Group LLC99,166$5,965 12/31/2019
     SCHM99,166$5,965 12/31/2019
Lowe Brockenbrough & Co. Inc.98,861$5,946 12/31/2019
     SCHM98,861$5,946 12/31/2019
Courage Miller Partners LLC98,632$5,933 12/31/2019
     SCHM98,632$5,933 12/31/2019
Lincoln Capital Corp98,091$5,900 12/31/2019
     SCHM98,091$5,900 12/31/2019
Newman Dignan & Sheerar Inc.96,522$5,806 12/31/2019
     SCHM96,522$5,806 12/31/2019
Colorado Capital Management Inc.96,199$5,786 12/31/2019
     SCHM96,199$5,786 12/31/2019
Krilogy Financial LLC95,092$5,720 12/31/2019
     SCHM95,092$5,720 12/31/2019
Ironwood Wealth Management LLC.94,287$5,671 12/31/2019
     SCHM94,287$5,671 12/31/2019
Redhawk Wealth Advisors Inc.93,577$5,629 12/31/2019
     SCHM93,577$5,629 12/31/2019
Laurel Wealth Advisors Inc.91,681$5,515 12/31/2019
     SCHM91,681$5,515 12/31/2019
Aurora Private Wealth Inc.89,159$5,363 12/31/2019
     SCHM89,159$5,363 12/31/2019
MCF Advisors LLC86,110$5,179 12/31/2019
     SCHM86,110$5,179 12/31/2019
Arbor Trust Wealth Advisors LLC84,886$5,106 12/31/2019
     SCHM84,886$5,106 12/31/2019
Foster Victor Wealth Advisors LLC82,403$4,956 12/31/2019
     SCHM82,403$4,956 12/31/2019
Reitz Capital Advisors LLC82,273$4,948 12/31/2019
     SCHM82,273$4,948 12/31/2019
Leisure Capital Management81,478$4,901 12/31/2019
     SCHM81,478$4,901 12/31/2019
Exencial Wealth Advisors LLC80,648$4,851 12/31/2019
     SCHM80,648$4,851 12/31/2019
Sculati Wealth Management LLC80,506$4,842 12/31/2019
     SCHM80,506$4,842 12/31/2019
Adams Chetwood Wealth Management LLC77,181$4,642 12/31/2019
     SCHM77,181$4,642 12/31/2019
Planning Alternatives Ltd. ADV76,472$4,600 12/31/2019
     SCHM76,472$4,600 12/31/2019
Advisory Services Network LLC73,383$4,414 12/31/2019
     SCHM73,383$4,414 12/31/2019
Resource Management LLC72,389$4,354 12/31/2019
     SCHM72,389$4,354 12/31/2019
Trustcore Financial Services LLC72,229$4,345 12/31/2019
     SCHM72,229$4,345 12/31/2019
Vishria Bird Financial Group LLC71,998$4,331 12/31/2019
     SCHM71,998$4,331 12/31/2019
Indie Asset Partners LLC71,225$4,284 12/31/2019
     SCHM71,225$4,284 12/31/2019
Newport Wealth Strategies Inc.71,115$4,273 12/31/2019
     SCHM71,115$4,273 12/31/2019
Broadleaf Partners LLC69,528$4,182 12/31/2019
     SCHM69,528$4,182 12/31/2019
Cahill Financial Advisors Inc.68,553$4,124 12/31/2019
     SCHM68,553$4,124 12/31/2019
Acorn Wealth Advisors LLC66,860$4,020 12/31/2019
     SCHM66,860$4,020 12/31/2019
Smithbridge Asset Management Inc. DE66,476$3,999 12/31/2019
     SCHM66,476$3,999 12/31/2019
Asset Planning Services Ltd.65,207$3,977 12/31/2019
     SCHM65,207$3,977 12/31/2019
Financial Advisory Service Inc.66,058$3,973 12/31/2019
     SCHM66,058$3,973 12/31/2019
Pinnacle Advisory Group Inc.64,933$3,906 12/31/2019
     SCHM64,933$3,906 12/31/2019
Financial Architects Inc64,830$3,899 12/31/2019
     SCHM64,830$3,899 12/31/2019
IMA Wealth Inc.64,352$3,871 12/31/2019
     SCHM64,352$3,871 12/31/2019
Gradient Capital Advisors LLC64,131$3,857 12/31/2019
     SCHM64,131$3,857 12/31/2019
Strategic Family Wealth Counselors L.L.C.64,031$3,851 12/31/2019
     SCHM64,031$3,851 12/31/2019
Capital Advantage Inc.60,576$3,687 12/31/2019
     SCHM60,576$3,687 12/31/2019
Kavar Capital Partners LLC60,944$3,666 12/31/2019
     SCHM60,944$3,666 12/31/2019
Carolina Wealth Advisors LLC59,560$3,583 12/31/2019
     SCHM59,560$3,583 12/31/2019
Element Wealth LLC59,056$3,552 12/31/2019
     SCHM59,056$3,552 12/31/2019
Cantor Fitzgerald Investment Adviser L.P.58,183$3,500 12/31/2019
     SCHM58,183$3,500 12/31/2019
John W. Brooker & Co. CPAs57,523$3,460 12/31/2019
     SCHM57,523$3,460 12/31/2019
Capital One National Association56,541$3,401 12/31/2019
     SCHM56,541$3,401 12/31/2019
Berkshire Asset Management LLC PA56,382$3,391 12/31/2019
     SCHM56,382$3,391 12/31/2019
Schneider Downs Wealth Management Advisors LP56,050$3,371 12/31/2019
     SCHM56,050$3,371 12/31/2019
River Wealth Advisors LLC55,812$3,357 12/31/2019
     SCHM55,812$3,357 12/31/2019
EWG Elevate Inc.55,116$3,315 12/31/2019
     SCHM55,116$3,315 12/31/2019
Brand Asset Management Group Inc.53,941$3,245 12/31/2019
     SCHM53,941$3,245 12/31/2019
Advisor Group Inc.52,814$3,177 12/31/2019
     SCHM52,814$3,177 12/31/2019
Burleson & Company LLC51,421$3,154 12/31/2019
     SCHM51,421$3,154 12/31/2019
Independent Advisor Alliance51,730$3,112 12/31/2019
     SCHM51,730$3,112 12/31/2019
Starfire Investment Advisers Inc.51,116$3,074 12/31/2019
     SCHM51,116$3,074 12/31/2019
Chesapeake Wealth Management51,057$3,071 12/31/2019
     SCHM51,057$3,071 12/31/2019
Goldman Sachs Group Inc.50,674$3,048 12/31/2019
     SCHM50,674$3,048 12/31/2019
Blue Bell Private Wealth Management LLC50,613$3,044 12/31/2019
     SCHM50,613$3,044 12/31/2019
Providence Wealth Advisors LLC50,606$3,044 12/31/2019
     SCHM50,606$3,044 12/31/2019
Red Door Wealth Management LLC49,927$3,040 12/31/2019
     SCHM49,927$3,040 12/31/2019
Albion Financial Group UT50,287$3,025 12/31/2019
     SCHM50,287$3,025 12/31/2019
Wilbanks Smith & Thomas Asset Management LLC49,734$2,992 12/31/2019
     SCHM49,734$2,992 12/31/2019
Providence First Trust Co49,195$2,959 12/31/2019
     SCHM49,195$2,959 12/31/2019
QCI Asset Management Inc. NY49,175$2,958 12/31/2019
     SCHM49,175$2,958 12/31/2019
JFS Wealth Advisors LLC47,268$2,843 12/31/2019
     SCHM47,268$2,843 12/31/2019
Homrich & Berg46,056$2,770 12/31/2019
     SCHM46,056$2,770 12/31/2019
Condor Capital Management46,036$2,769 12/31/2019
     SCHM46,036$2,769 12/31/2019
Alpha Omega Wealth Management LLC46,022$2,768 12/31/2019
     SCHM46,022$2,768 12/31/2019
Forte Capital LLC ADV45,831$2,757 12/31/2019
     SCHM45,831$2,757 12/31/2019
Fagan Associates Inc.45,822$2,756 12/31/2019
     SCHM45,822$2,756 12/31/2019
Benjamin F. Edwards & Company Inc.44,888$2,700 12/31/2019
     SCHM44,888$2,700 12/31/2019
Private Capital Management LLC47,476$2,684 12/31/2019
     SCHM47,476$2,684 12/31/2019
Sunbelt Securities Inc.44,053$2,650 12/31/2019
     SCHM44,053$2,650 12/31/2019
First Hawaiian Bank43,371$2,609 12/31/2019
     SCHM43,371$2,609 12/31/2019
Beacon Pointe Advisors LLC43,314$2,605 12/31/2019
     SCHM43,314$2,605 12/31/2019
Enterprise Financial Services Corp43,290$2,603 12/31/2019
     SCHM43,290$2,603 12/31/2019
Aspiriant LLC42,623$2,563 12/31/2019
     SCHM42,623$2,563 12/31/2019
Stockman Wealth Management Inc.42,266$2,542 12/31/2019
     SCHM42,266$2,542 12/31/2019
Ironwood Financial llc42,267$2,542 12/31/2019
     SCHM42,267$2,542 12/31/2019
AlphaStar Capital Management LLC41,245$2,481 12/31/2019
     SCHM41,245$2,481 12/31/2019
Sequoia Financial Advisors LLC40,865$2,458 12/31/2019
     SCHM40,865$2,458 12/31/2019
Sentinel Pension Advisors Inc.40,576$2,441 12/31/2019
     SCHM40,576$2,441 12/31/2019
Ballast Advisors LLC39,984$2,405 12/31/2019
     SCHM39,984$2,405 12/31/2019
Mengis Capital Management Inc.39,681$2,386 12/31/2019
     SCHM39,681$2,386 12/31/2019
SeaCrest Wealth Management LLC39,562$2,380 12/31/2019
     SCHM39,562$2,380 12/31/2019
Brightworth39,524$2,377 12/31/2019
     SCHM39,524$2,377 12/31/2019
Balentine LLC42,000$2,375 09/30/2019
     SCHM42,000$2,375 09/30/2019
Lakeview Capital Partners LLC39,292$2,363 12/31/2019
     SCHM39,292$2,363 12/31/2019
Juncture Wealth Strategies LLC39,042$2,348 12/31/2019
     SCHM39,042$2,348 12/31/2019
Evermay Wealth Management LLC38,975$2,344 12/31/2019
     SCHM38,975$2,344 12/31/2019
Taylor Cottrill Erickson & Associates Inc.38,853$2,337 12/31/2019
     SCHM38,853$2,337 12/31/2019
Atria Investments LLC38,539$2,318 12/31/2019
     SCHM38,539$2,318 12/31/2019
MAI Capital Management38,495$2,315 12/31/2019
     SCHM38,495$2,315 12/31/2019
Shorepoint Capital Partners LLC38,427$2,311 12/31/2019
     SCHM38,427$2,311 12/31/2019
Joseph P. Lucia & Associates LLC38,131$2,294 12/31/2019
     SCHM38,131$2,294 12/31/2019
Strategic Wealth Advisors Group LLC38,014$2,287 12/31/2019
     SCHM38,014$2,287 12/31/2019
Provident Wealth Management LLC37,756$2,271 12/31/2019
     SCHM37,756$2,271 12/31/2019
Thoroughbred Financial Services LLC37,604$2,262 12/31/2019
     SCHM37,604$2,262 12/31/2019
Hudock Capital Group LLC37,507$2,262 12/31/2019
     SCHM37,507$2,262 12/31/2019
Putnam FL Investment Management Co.37,093$2,231 12/31/2019
     SCHM37,093$2,231 12/31/2019
Cetera Advisors LLC37,035$2,228 12/31/2019
     SCHM37,035$2,228 12/31/2019
Alesco Advisors LLC36,997$2,225 12/31/2019
     SCHM36,997$2,225 12/31/2019
Armbruster Capital Management Inc.36,959$2,223 12/31/2019
     SCHM36,959$2,223 12/31/2019
Carmichael Hill & Associates Inc.36,603$2,202 12/31/2019
     SCHM36,603$2,202 12/31/2019
Steward Partners Investment Advisory LLC36,251$2,180 12/31/2019
     SCHM36,251$2,180 12/31/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC36,025$2,166 12/31/2019
     SCHM36,025$2,166 12/31/2019
Roundview Capital LLC35,928$2,161 12/31/2019
     SCHM35,928$2,161 12/31/2019
Domani Wealth LLC35,630$2,143 12/31/2019
     SCHM35,630$2,143 12/31/2019
Argent Wealth Management LLC35,449$2,132 12/31/2019
     SCHM35,449$2,132 12/31/2019
Ascension Capital Advisors Inc.35,241$2,120 12/31/2019
     SCHM35,241$2,120 12/31/2019
DeGreen Capital Management LLC35,030$2,107 12/31/2019
     SCHM35,030$2,107 12/31/2019
Level Four Advisory Services LLC34,993$2,107 12/31/2019
     SCHM34,993$2,107 12/31/2019
Pacific Wealth Strategies Group Inc.34,875$2,098 12/31/2019
     SCHM34,875$2,098 12/31/2019
YorkBridge Wealth Partners LLC34,644$2,084 12/31/2019
     SCHM34,644$2,084 12/31/2019
Equitable Holdings Inc.34,173$2,056 12/31/2019
     SCHM34,173$2,056 12/31/2019
Harfst & Associates Inc.33,328$2,004 12/31/2019
     SCHM33,328$2,004 12/31/2019
Perigon Wealth Management LLC32,970$1,982 12/31/2019
     SCHM32,970$1,982 12/31/2019
Bigelow Investment Advisors LLC32,377$1,947 12/31/2019
     SCHM32,377$1,947 12/31/2019
Patton Albertson Miller Group LLC32,044$1,927 12/31/2019
     SCHM32,044$1,927 12/31/2019
Koshinski Asset Management Inc.32,039$1,923 12/31/2019
     SCHM32,039$1,923 12/31/2019
Game Plan Financial Advisors LLC31,903$1,919 12/31/2019
     SCHM31,903$1,919 12/31/2019
Kistler Tiffany Companies LLC31,638$1,903 12/31/2019
     SCHM31,638$1,903 12/31/2019
Strategic Financial Planning Inc.31,601$1,901 12/31/2019
     SCHM31,601$1,901 12/31/2019
KCM Investment Advisors LLC31,538$1,897 12/31/2019
     SCHM31,538$1,897 12/31/2019
Cliftonlarsonallen Wealth Advisors LLC30,802$1,853 12/31/2019
     SCHM30,802$1,853 12/31/2019
Barnett & Company Inc.30,263$1,820 12/31/2019
     SCHM30,263$1,820 12/31/2019
361 Capital LLC30,232$1,818 12/31/2019
     SCHM30,232$1,818 12/31/2019
Madden Advisory Services Inc.39,388$1,810 12/31/2019
     SCHM39,388$1,810 12/31/2019
Ausdal Financial Partners Inc.29,780$1,800 12/31/2019
     SCHM29,780$1,800 12/31/2019
Lionsbridge Wealth Management LLC29,466$1,769 12/31/2019
     SCHM29,466$1,769 12/31/2019
Fulton Breakefield Broenniman LLC29,063$1,748 12/31/2019
     SCHM29,063$1,748 12/31/2019
FCA Corp TX28,989$1,744 12/31/2019
     SCHM28,989$1,744 12/31/2019
BCS Wealth Management28,176$1,695 12/31/2019
     SCHM28,176$1,695 12/31/2019
Fort Pitt Capital Group LLC27,907$1,679 12/31/2019
     SCHM27,907$1,679 12/31/2019
Hoylecohen LLC27,863$1,676 12/31/2019
     SCHM27,863$1,676 12/31/2019
Centaurus Financial Inc.27,530$1,656 12/31/2019
     SCHM27,530$1,656 12/31/2019
Bartlett & Co. LLC28,002$1,583 09/30/2019
     SCHM28,002$1,583 09/30/2019
Belpointe Asset Management LLC26,141$1,572 12/31/2019
     SCHM26,141$1,572 12/31/2019
First Republic Investment Management Inc.25,731$1,548 12/31/2019
     SCHM25,731$1,548 12/31/2019
Evergreen Advisors LLC25,725$1,547 12/31/2019
     SCHM25,725$1,547 12/31/2019
Covenant Multifamily Offices LLC25,661$1,544 12/31/2019
     SCHM25,661$1,544 12/31/2019
Stifel Financial Corp25,376$1,527 12/31/2019
     SCHM25,376$1,527 12/31/2019
Brio Consultants LLC24,950$1,501 12/31/2019
     SCHM24,950$1,501 12/31/2019
HC Advisors LLC24,836$1,494 12/31/2019
     SCHM24,836$1,494 12/31/2019
Capital Wealth Planning LLC24,801$1,492 12/31/2019
     SCHM24,801$1,492 12/31/2019
Valmark Advisers Inc.24,666$1,484 12/31/2019
     SCHM24,666$1,484 12/31/2019
Gladstone Institutional Advisory LLC24,571$1,478 12/31/2019
     SCHM24,571$1,478 12/31/2019
Pinnacle Family Advisors LLC24,358$1,465 12/31/2019
     SCHM24,358$1,465 12/31/2019
GW Henssler & Associates Ltd.24,323$1,463 12/31/2019
     SCHM24,323$1,463 12/31/2019
Curtis Advisory Group LLC24,196$1,455 12/31/2019
     SCHM24,196$1,455 12/31/2019
Financial Advisory Group24,036$1,446 12/31/2019
     SCHM24,036$1,446 12/31/2019
MUFG Americas Holdings Corp23,875$1,436 12/31/2019
     SCHM23,875$1,436 12/31/2019
Meridian Wealth Management LLC23,584$1,418 12/31/2019
     SCHM23,584$1,418 12/31/2019
Great Valley Advisor Group Inc.23,499$1,413 12/31/2019
     SCHM23,499$1,413 12/31/2019
Harborview Advisors LLC22,865$1,375 12/31/2019
     SCHM22,865$1,375 12/31/2019
One Charles Private Wealth Services LLC22,866$1,375 12/31/2019
     SCHM22,866$1,375 12/31/2019
One Capital Management LLC22,398$1,347 12/31/2019
     SCHM22,398$1,347 12/31/2019
Armor Investment Advisors LLC22,044$1,326 12/31/2019
     SCHM22,044$1,326 12/31/2019
Prestige Wealth Management Group LLC21,856$1,315 12/31/2019
     SCHM21,856$1,315 12/31/2019
Pennsylvania Capital Management Inc. ADV21,754$1,309 12/31/2019
     SCHM21,754$1,309 12/31/2019
S.A. Mason LLC21,713$1,306 12/31/2019
     SCHM21,713$1,306 12/31/2019
Peak Asset Management LLC21,543$1,296 12/31/2019
     SCHM21,543$1,296 12/31/2019
Fortis Capital Management LLC21,538$1,296 12/31/2019
     SCHM21,538$1,296 12/31/2019
AdvisorNet Financial Inc21,199$1,275 12/31/2019
     SCHM21,199$1,275 12/31/2019
Barry Investment Advisors LLC20,988$1,275 12/31/2019
     SCHM20,988$1,275 12/31/2019
Edge Capital Group LLC20,849$1,254 12/31/2019
     SCHM20,849$1,254 12/31/2019
Truist Financial Corp20,681$1,244 12/31/2019
     SCHM20,681$1,244 12/31/2019
Atlas Capital Advisors LLC20,641$1,242 12/31/2019
     SCHM20,641$1,242 12/31/2019
Jackson Hole Capital Partners LLC20,520$1,234 12/31/2019
     SCHM20,520$1,234 12/31/2019
Cypress Wealth Services LLC20,349$1,224 12/31/2019
     SCHM20,349$1,224 12/31/2019
Orca Investment Management LLC21,175$1,197 09/30/2019
     SCHM21,175$1,197 09/30/2019
Gainplan LLC19,526$1,175 12/31/2019
     SCHM19,526$1,175 12/31/2019
Anderson Fisher LLC19,519$1,174 12/31/2019
     SCHM19,519$1,174 12/31/2019
Integrated Advisors Network LLC19,438$1,169 12/31/2019
     SCHM19,438$1,169 12/31/2019
American Money Management LLC19,272$1,159 12/31/2019
     SCHM19,272$1,159 12/31/2019
Colony Group LLC19,083$1,148 12/31/2019
     SCHM19,083$1,148 12/31/2019
CRA Financial Services LLC18,877$1,135 12/31/2019
     SCHM18,877$1,135 12/31/2019
Wisconsin Capital Management LLC18,839$1,133 12/31/2019
     SCHM18,839$1,133 12/31/2019
Arkansas Financial Group Inc.18,601$1,118 12/31/2019
     SCHM18,601$1,118 12/31/2019
Ifrah Financial Services Inc.18,586$1,118 12/31/2019
     SCHM18,586$1,118 12/31/2019
Altfest L J & Co. Inc.18,494$1,112 12/31/2019
     SCHM18,494$1,112 12/31/2019
Your Advocates Ltd. LLP18,447$1,110 12/31/2019
     SCHM18,447$1,110 12/31/2019
PFG Advisors18,444$1,109 12/31/2019
     SCHM18,444$1,109 12/31/2019
Stratos Wealth Advisors LLC18,340$1,103 12/31/2019
     SCHM18,340$1,103 12/31/2019
Arcus Capital Partners LLC18,264$1,099 12/31/2019
     SCHM18,264$1,099 12/31/2019
Townsend Asset Management Corp NC ADV18,220$1,096 12/31/2019
     SCHM18,220$1,096 12/31/2019
Mitchell Capital Management Co.18,218$1,096 12/31/2019
     SCHM18,218$1,096 12/31/2019
McAdam LLC18,150$1,092 12/31/2019
     SCHM18,150$1,092 12/31/2019
Parsons Capital Management Inc. RI18,144$1,091 12/31/2019
     SCHM18,144$1,091 12/31/2019
Whitnell & Co.18,007$1,083 12/31/2019
     SCHM18,007$1,083 12/31/2019
Integrated Investment Consultants LLC17,900$1,077 12/31/2019
     SCHM17,900$1,077 12/31/2019
Glacier Peak Capital LLC18,810$1,064 09/30/2019
     SCHM18,810$1,064 09/30/2019
First Allied Advisory Services Inc.17,559$1,061 12/31/2019
     SCHM17,559$1,061 12/31/2019
Tower Research Capital LLC TRC 17,630$1,060 12/31/2019
     SCHM17,630$1,060 12/31/2019
Smith Moore & CO.17,441$1,049 12/31/2019
     SCHM17,441$1,049 12/31/2019
Beacon Pointe Wealth Advisors LLC17,421$1,045 12/31/2019
     SCHM17,421$1,045 12/31/2019
Bogart Wealth LLC17,293$1,040 12/31/2019
     SCHM17,293$1,040 12/31/2019
Kingsview Wealth Management LLC17,264$1,038 12/31/2019
     SCHM17,264$1,038 12/31/2019
StrategIQ Financial Group LLC17,157$1,032 12/31/2019
     SCHM17,157$1,032 12/31/2019
Legacy Bridge LLC16,772$1,009 12/31/2019
     SCHM16,772$1,009 12/31/2019
Cambridge Advisors Inc.16,697$1,004 12/31/2019
     SCHM16,697$1,004 12/31/2019
WBH Advisory Inc.16,395$986 12/31/2019
     SCHM16,395$986 12/31/2019
MADDEN SECURITIES Corp16,236$974 12/31/2019
     SCHM16,236$974 12/31/2019
Benchmark Wealth Management LLC16,142$971 12/31/2019
     SCHM16,142$971 12/31/2019
First Financial Bank Trust Division16,080$967 12/31/2019
     SCHM16,080$967 12/31/2019
Sheets Smith Wealth Management15,892$956 12/31/2019
     SCHM15,892$956 12/31/2019
Ferris Capital LLC15,772$949 12/31/2019
     SCHM15,772$949 12/31/2019
Pineno Levin & Ford Asset Management Inc.15,327$922 12/31/2019
     SCHM15,327$922 12/31/2019
Comerica Securities Inc.15,113$909 12/31/2019
     SCHM15,113$909 12/31/2019
Pinnacle Associates Ltd.15,103$908 12/31/2019
     SCHM15,103$908 12/31/2019
Blue Chip Wealth Management Inc.14,988$902 12/31/2019
     SCHM14,988$902 12/31/2019
Shine Investment Advisory Services Inc.14,934$898 12/31/2019
     SCHM14,934$898 12/31/2019
Vicus Capital14,656$882 12/31/2019
     SCHM14,656$882 12/31/2019
Appleton Group LLC14,581$877 12/31/2019
     SCHM14,581$877 12/31/2019
Strategic Capital Advisers Inc.14,587$877 12/31/2019
     SCHM14,587$877 12/31/2019
Abbrea Capital LLC14,355$863 12/31/2019
     SCHM14,355$863 12/31/2019
Summit Financial Wealth Advisors LLC14,329$860 12/31/2019
     SCHM14,329$860 12/31/2019
Columbus Macro LLC14,297$860 12/31/2019
     SCHM14,297$860 12/31/2019
Cetera Investment Advisers14,271$859 12/31/2019
     SCHM14,271$859 12/31/2019
Tatro Capital LLC14,229$856 12/31/2019
     SCHM14,229$856 12/31/2019
Vivaldi Capital Management LLC14,092$848 12/31/2019
     SCHM14,092$848 12/31/2019
Bowling Portfolio Management LLC13,699$824 12/31/2019
     SCHM13,699$824 12/31/2019
Boltwood Capital Management13,511$813 12/31/2019
     SCHM13,511$813 12/31/2019
Transform Wealth LLC13,216$795 12/31/2019
     SCHM13,216$795 12/31/2019
DDD Partners LLC13,191$793 12/31/2019
     SCHM13,191$793 12/31/2019
Stordahl Capital Management Inc.12,815$771 12/31/2019
     SCHM12,815$771 12/31/2019
Sigma Investment Counselors Inc.12,744$767 12/31/2019
     SCHM12,744$767 12/31/2019
BB&T Securities LLC13,514$766 09/30/2019
     SCHM13,514$766 09/30/2019
Old Port Advisors12,694$763 12/31/2019
     SCHM12,694$763 12/31/2019
Grimes & Company Inc.12,637$760 12/31/2019
     SCHM12,637$760 12/31/2019
Pinnacle Wealth Management Advisory Group LLC12,608$758 12/31/2019
     SCHM12,608$758 12/31/2019
LeJeune Puetz Investment Counsel LLC12,595$758 12/31/2019
     SCHM12,595$758 12/31/2019
Princeton Global Asset Management LLC12,473$750 12/31/2019
     SCHM12,473$750 12/31/2019
Venture Visionary Partners LLC12,484$750 12/31/2019
     SCHM12,484$750 12/31/2019
D.B. Root & Company LLC12,458$749 12/31/2019
     SCHM12,458$749 12/31/2019
Holderness Investments Co.12,389$745 12/31/2019
     SCHM12,389$745 12/31/2019
Janney Montgomery Scott LLC12,309$740 12/31/2019
     SCHM12,309$740 12/31/2019
Sawgrass Asset Management LLC12,247$737 12/31/2019
     SCHM12,247$737 12/31/2019
Parkside Financial Bank & Trust12,173$732 12/31/2019
     SCHM12,173$732 12/31/2019
Colton Groome Financial Advisors LLC12,125$729 12/31/2019
     SCHM12,125$729 12/31/2019
Wealthcare Advisory Partners LLC11,925$717 12/31/2019
     SCHM11,925$717 12/31/2019
Parallel Advisors LLC11,880$715 12/31/2019
     SCHM11,880$715 12/31/2019
IHT Wealth Management LLC11,871$714 12/31/2019
     SCHM11,871$714 12/31/2019
Wealthstreet Investment Advisors LLC11,825$711 12/31/2019
     SCHM11,825$711 12/31/2019
Garrison Asset Management LLC11,747$707 12/31/2019
     SCHM11,747$707 12/31/2019
Cornerstone Wealth Management LLC11,711$704 12/31/2019
     SCHM11,711$704 12/31/2019
Cooper Haims Advisors LLC11,590$697 12/31/2019
     SCHM11,590$697 12/31/2019
Phocas Financial Corp.11,550$694 12/31/2019
     SCHM11,550$694 12/31/2019
Hartline Investment Corp11,469$690 12/31/2019
     SCHM11,469$690 12/31/2019
Renaissance Technologies LLC11,251$677 12/31/2019
     SCHM11,251$677 12/31/2019
SOL Capital Management CO11,210$674 12/31/2019
     SCHM11,210$674 12/31/2019
LifeSteps Financial Inc.11,109$668 12/31/2019
     SCHM11,109$668 12/31/2019
Simon Quick Advisors LLC11,094$667 12/31/2019
     SCHM11,094$667 12/31/2019
Pegasus Asset Management Inc.11,035$664 12/31/2019
     SCHM11,035$664 12/31/2019
Frontier Wealth Management LLC10,958$659 12/31/2019
     SCHM10,958$659 12/31/2019
Intl Fcstone Inc.10,891$655 12/31/2019
     SCHM10,891$655 12/31/2019
Clear Investment Research LLC10,897$655 12/31/2019
     SCHM10,897$655 12/31/2019
Prospera Financial Services Inc10,780$648 12/31/2019
     SCHM10,780$648 12/31/2019
Boys Arnold & Co. Inc.10,519$633 12/31/2019
     SCHM10,519$633 12/31/2019
Confluence Wealth Management LLC10,213$614 12/31/2019
     SCHM10,213$614 12/31/2019
KC Investment Advisors LLC10,208$614 12/31/2019
     SCHM10,208$614 12/31/2019
CIBC Private Wealth Group LLC10,110$608 12/31/2019
     SCHM10,110$608 12/31/2019
Brown Advisory Inc.10,040$604 12/31/2019
     SCHM10,040$604 12/31/2019
Lido Advisors LLC10,046$604 12/31/2019
     SCHM10,046$604 12/31/2019
Financial Advocates Investment Management9,930$597 12/31/2019
     SCHM9,930$597 12/31/2019
Sunburst Financial Group LLC9,844$592 12/31/2019
     SCHM9,844$592 12/31/2019
Novare Capital Management LLC9,741$586 12/31/2019
     SCHM9,741$586 12/31/2019
Ledyard National Bank9,547$574 12/31/2019
     SCHM9,547$574 12/31/2019
Pacific Sun Financial Corp9,442$568 12/31/2019
     SCHM9,442$568 12/31/2019
Sigma Planning Corp9,335$562 12/31/2019
     SCHM9,335$562 12/31/2019
Clearstead Advisors LLC9,311$560 12/31/2019
     SCHM9,311$560 12/31/2019
Johnson Financial Group Inc.9,282$558 12/31/2019
     SCHM9,282$558 12/31/2019
Wealthcare Capital Management LLC8,900$535 12/31/2019
     SCHM8,900$535 12/31/2019
Next Capital Management LLC8,887$535 12/31/2019
     SCHM8,887$535 12/31/2019
Honkamp Krueger Financial Services Inc.8,826$531 12/31/2019
     SCHM8,826$531 12/31/2019
Foothills Asset Management Ltd.8,631$519 12/31/2019
     SCHM8,631$519 12/31/2019
J.W. Cole Advisors Inc.8,506$512 12/31/2019
     SCHM8,506$512 12/31/2019
Aspen Investment Management Inc8,403$505 12/31/2019
     SCHM8,403$505 12/31/2019
Bfsg LLC8,358$503 12/31/2019
     SCHM8,358$503 12/31/2019
Calamos Advisors LLC8,283$498 12/31/2019
     SCHM8,283$498 12/31/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management8,257$497 12/31/2019
     SCHM8,257$497 12/31/2019
Contravisory Investment Management Inc.8,235$495 12/31/2019
     SCHM8,235$495 12/31/2019
Visionary Wealth Advisors8,239$495 12/31/2019
     SCHM8,239$495 12/31/2019
Front Row Advisors LLC8,133$489 12/31/2019
     SCHM8,133$489 12/31/2019
Creegan & Nassoura Financial Group LLC8,105$488 12/31/2019
     SCHM8,105$488 12/31/2019
Murphy Middleton Hinkle & Parker Inc.8,048$484 12/31/2019
     SCHM8,048$484 12/31/2019
MidWestOne Financial Group Inc.7,961$478 12/31/2019
     SCHM7,961$478 12/31/2019
Chicago Partners Investment Group LLC7,727$477 12/31/2019
     SCHM7,727$477 12/31/2019
Parametric Portfolio Associates LLC7,747$466 12/31/2019
     SCHM7,747$466 12/31/2019
Arlington Financial Advisors LLC7,611$458 12/31/2019
     SCHM7,611$458 12/31/2019
EP Wealth Advisors LLC7,477$450 12/31/2019
     SCHM7,477$450 12/31/2019
SignalPoint Asset Management LLC7,466$449 12/31/2019
     SCHM7,466$449 12/31/2019
Castle Rock Wealth Management LLC7,284$447 12/31/2019
     SCHM7,284$447 12/31/2019
Zacks Investment Management7,340$441 12/31/2019
     SCHM7,340$441 12/31/2019
We Are One Seven LLC7,292$438 12/31/2019
     SCHM7,292$438 12/31/2019
Naples Global Advisors LLC7,273$437 12/31/2019
     SCHM7,273$437 12/31/2019
Gillespie Robinson & Grimm Inc.7,160$431 12/31/2019
     SCHM7,160$431 12/31/2019
Coldstream Capital Management Inc.6,970$419 12/31/2019
     SCHM6,970$419 12/31/2019
DWM Financial Group Inc.6,900$415 12/31/2019
     SCHM6,900$415 12/31/2019
TCF National Bank6,907$415 12/31/2019
     SCHM6,907$415 12/31/2019
Telemus Capital LLC6,861$413 12/31/2019
     SCHM6,861$413 12/31/2019
Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,731$413 12/31/2019
     SCHM6,731$413 12/31/2019
Twele Capital Management Inc.6,851$412 12/31/2019
     SCHM6,851$412 12/31/2019
Carnegie Capital Asset Management LLC6,618$398 12/31/2019
     SCHM6,618$398 12/31/2019
Heritage Way Advisors LLC6,572$395 12/31/2019
     SCHM6,572$395 12/31/2019
Destination Wealth Management6,474$389 12/31/2019
     SCHM6,474$389 12/31/2019
Hoover Financial Advisors Inc.6,473$389 12/31/2019
     SCHM6,473$389 12/31/2019
Oldfather Financial Services LLC6,443$389 12/31/2019
     SCHM6,443$389 12/31/2019
Avantax Advisory Services Inc.6,198$373 12/31/2019
     SCHM6,198$373 12/31/2019
Wealth Quarterback LLC355,804$372 12/31/2019
     SCHM355,804$372 12/31/2019
Valtinson Bruner Financial Planning LLC6,157$370 12/31/2019
     SCHM6,157$370 12/31/2019
BSW Wealth Partners6,141$369 12/31/2019
     SCHM6,141$369 12/31/2019
US Bancorp DE6,059$365 12/31/2019
     SCHM6,059$365 12/31/2019
FineMark National Bank & Trust6,025$362 12/31/2019
     SCHM6,025$362 12/31/2019
Bouchey Financial Group Ltd6,015$362 12/31/2019
     SCHM6,015$362 12/31/2019
Lutz Financial Services LLC5,994$361 12/31/2019
     SCHM5,994$361 12/31/2019
Slow Capital Inc.5,967$359 12/31/2019
     SCHM5,967$359 12/31/2019
Ieq Capital LLC5,880$354 12/31/2019
     SCHM5,880$354 12/31/2019
Pachira Investments Inc.5,793$348 12/31/2019
     SCHM5,793$348 12/31/2019
Steel Peak Wealth Management LLC5,616$338 12/31/2019
     SCHM5,616$338 12/31/2019
Ameritas Investment Company LLC5,560$334 12/31/2019
     SCHM5,560$334 12/31/2019
National Asset Management Inc.5,494$331 12/31/2019
     SCHM5,494$331 12/31/2019
McKinley Carter Wealth Services Inc.5,491$330 12/31/2019
     SCHM5,491$330 12/31/2019
Boyer & Corporon Wealth Management LLC5,486$330 12/31/2019
     SCHM5,486$330 12/31/2019
Cresset Asset Management LLC5,492$330 12/31/2019
     SCHM5,492$330 12/31/2019
Penobscot Investment Management Company Inc.5,475$329 12/31/2019
     SCHM5,475$329 12/31/2019
Personal Capital Advisors Corp5,449$328 12/31/2019
     SCHM5,449$328 12/31/2019
Capital Investment Advisors LLC5,399$325 12/31/2019
     SCHM5,399$325 12/31/2019
Reston Wealth Management LLC5,386$324 12/31/2019
     SCHM5,386$324 12/31/2019
Wealthspire Advisors L.P.5,351$322 12/31/2019
     SCHM5,351$322 12/31/2019
SevenBridge Financial Group LLC5,348$322 12/31/2019
     SCHM5,348$322 12/31/2019
Segment Wealth Management LLC5,283$318 12/31/2019
     SCHM5,283$318 12/31/2019
Pathway Financial Advisors LLC5,156$317 12/31/2019
     SCHM5,156$317 12/31/2019
Rock Point Advisors LLC5,210$313 12/31/2019
     SCHM5,210$313 12/31/2019
Well Done LLC5,190$312 12/31/2019
     SCHM5,190$312 12/31/2019
PNC Financial Services Group Inc.5,179$311 12/31/2019
     SCHM5,179$311 12/31/2019
RMB Capital Management LLC5,098$307 12/31/2019
     SCHM5,098$307 12/31/2019
Hochman Cole Investment Advisors Inc.5,090$306 12/31/2019
     SCHM5,090$306 12/31/2019
Fiduciary Trust Co.4,950$298 12/31/2019
     SCHM4,950$298 12/31/2019
BOK Financial Private Wealth Inc.4,957$298 12/31/2019
     SCHM4,957$298 12/31/2019
Nwam LLC4,912$295 12/31/2019
     SCHM4,912$295 12/31/2019
Boston Financial Mangement LLC4,879$293 12/31/2019
     SCHM4,879$293 12/31/2019
MA Private Wealth4,771$287 12/31/2019
     SCHM4,771$287 12/31/2019
Somerset Group LLC4,691$282 12/31/2019
     SCHM4,691$282 12/31/2019
Nikulski Financial Inc.4,670$282 12/31/2019
     SCHM4,670$282 12/31/2019
United Income Inc.4,947$279 09/30/2019
     SCHM4,947$279 09/30/2019
Northern Trust Corp4,617$278 12/31/2019
     SCHM4,617$278 12/31/2019
Strategic Wealth Partners Group LLC4,467$269 12/31/2019
     SCHM4,467$269 12/31/2019
NEXT Financial Group Inc4,428$266 12/31/2019
     SCHM4,428$266 12/31/2019
Quadrant Capital Group LLC4,366$262 12/31/2019
     SCHM4,366$262 12/31/2019
LexAurum Advisors LLC4,346$261 12/31/2019
     SCHM4,346$261 12/31/2019
Susquehanna International Group LLP $259 12/31/2019
     Call4,300$259 12/31/2019
Stillwater Capital Advisors LLC4,305$259 12/31/2019
     SCHM4,305$259 12/31/2019
Suntrust Banks Inc.4,480$253 09/30/2019
     SCHM4,480$253 09/30/2019
Appleton Partners Inc. MA4,121$248 12/31/2019
     SCHM4,121$248 12/31/2019
Dynamic Advisor Solutions LLC4,117$248 12/31/2019
     SCHM4,117$248 12/31/2019
Plancorp LLC4,062$244 12/31/2019
     SCHM4,062$244 12/31/2019
Youngs Advisory Group Inc.4,050$244 12/31/2019
     SCHM4,050$244 12/31/2019
Hendershot Investments Inc.3,917$236 12/31/2019
     SCHM3,917$236 12/31/2019
McMahon Financial Advisors LLC3,933$236 12/31/2019
     SCHM3,933$236 12/31/2019
Guidant Wealth Advisors4,165$236 09/30/2019
     SCHM4,165$236 09/30/2019
Pinnacle Financial Partners Inc.3,904$235 12/31/2019
     SCHM3,904$235 12/31/2019
CVA Family Office LLC3,911$235 12/31/2019
     SCHM3,911$235 12/31/2019
AE Wealth Management LLC3,886$234 12/31/2019
     SCHM3,886$234 12/31/2019
Asset Dedication LLC3,874$233 12/31/2019
     SCHM3,874$233 12/31/2019
Raub Brock Capital Management LP3,867$233 12/31/2019
     SCHM3,867$233 12/31/2019
Red Cedar Capital LLC2,860$232 12/31/2019
     SCHM2,860$232 12/31/2019
Asset Planning Services Inc. LA ADV3,812$229 12/31/2019
     SCHM3,812$229 12/31/2019
Ackerman Capital Advisors LLC3,801$229 12/31/2019
     SCHM3,801$229 12/31/2019
Berkshire Money Management Inc.3,768$227 12/31/2019
     SCHM3,768$227 12/31/2019
Gateway Advisory LLC3,729$224 12/31/2019
     SCHM3,729$224 12/31/2019
Fusion Capital LLC3,714$223 12/31/2019
     SCHM3,714$223 12/31/2019
Column Capital Advisors LLC3,692$222 12/31/2019
     SCHM3,692$222 12/31/2019
RBA Wealth Management LLC3,678$222 12/31/2019
     SCHM3,678$222 12/31/2019
Donaldson Capital Management LLC3,671$221 12/31/2019
     SCHM3,671$221 12/31/2019
Apollon Wealth Management LLC3,619$220 12/31/2019
     SCHM3,619$220 12/31/2019
Blair William & Co. IL3,633$219 12/31/2019
     SCHM3,633$219 12/31/2019
Keel Point LLC3,609$217 12/31/2019
     SCHM3,609$217 12/31/2019
Peloton Wealth Strategists3,533$213 12/31/2019
     SCHM3,533$213 12/31/2019
Comprehensive Portfolio Management LLC3,536$213 12/31/2019
     SCHM3,536$213 12/31/2019
FMR LLC3,500$210 12/31/2019
     SCHM3,500$210 12/31/2019
SNS Financial Group LLC3,498$210 12/31/2019
     SCHM3,498$210 12/31/2019
Mirador Capital Partners LP3,434$207 12/31/2019
     SCHM3,434$207 12/31/2019
Bank of New York Mellon Corp3,400$205 12/31/2019
     SCHM3,400$205 12/31/2019
MBE Wealth Management LLC3,421$205 12/31/2019
     SCHM3,421$205 12/31/2019
SWS Partners3,463$204 09/30/2019
     SCHM3,463$204 09/30/2019
Goodman Financial Corp3,355$202 12/31/2019
     SCHM3,355$202 12/31/2019
Cedar Brook Financial Partners LLC3,348$201 12/31/2019
     SCHM3,348$201 12/31/2019
REDW Wealth LLC3,324$200 12/31/2019
     SCHM3,324$200 12/31/2019
Bank of Montreal Can3,275$197 12/31/2019
     SCHM3,275$197 12/31/2019
Reilly Financial Advisors LLC3,268$197 12/31/2019
     SCHM3,268$197 12/31/2019
Duncker Streett & Co. Inc.3,140$189 12/31/2019
     SCHM3,140$189 12/31/2019
Mycio Wealth Partners LLC3,140$189 12/31/2019
     SCHM3,140$189 12/31/2019
Capital Advisory Group Advisory Services LLC3,127$189 12/31/2019
     SCHM3,127$189 12/31/2019
FinTrust Capital Advisors LLC3,105$187 12/31/2019
     SCHM3,105$187 12/31/2019
NWK Group Inc.2,821$170 12/31/2019
     SCHM2,821$170 12/31/2019
Sowell Financial Services LLC2,757$166 12/31/2019
     SCHM2,757$166 12/31/2019
Citigroup Inc.2,690$162 12/31/2019
     SCHM2,690$162 12/31/2019
San Francisco Sentry Investment Group CA2,540$153 12/31/2019
     SCHM2,540$153 12/31/2019
Flagship Harbor Advisors LLC2,498$150 12/31/2019
     SCHM2,498$150 12/31/2019
Patriot Financial Group Insurance Agency LLC2,455$148 12/31/2019
     SCHM2,455$148 12/31/2019
Proequities Inc.2,447$147 12/31/2019
     SCHM2,447$147 12/31/2019
Sun Life Financial INC2,375$143 12/31/2019
     SCHM2,375$143 12/31/2019
Optimum Investment Advisors2,317$139 12/31/2019
     SCHM2,317$139 12/31/2019
Oppenheimer Asset Management Inc.2,293$138 12/31/2019
     SCHM2,293$138 12/31/2019
Valeo Financial Advisors LLC2,208$133 12/31/2019
     SCHM2,208$133 12/31/2019
Bedel Financial Consulting Inc.2,152$129 12/31/2019
     SCHM2,152$129 12/31/2019
Coastal Investment Advisors Inc.2,201$129 12/31/2019
     SCHM2,201$129 12/31/2019
Laurel Wealth Advisors LLC2,073$125 12/31/2019
     SCHM2,073$125 12/31/2019
AlphaCore Capital LLC1,938$117 12/31/2019
     SCHM1,938$117 12/31/2019
BlackRock Inc.1,619$97 12/31/2019
     SCHM1,619$97 12/31/2019
Global Retirement Partners LLC1,522$92 12/31/2019
     SCHM1,522$92 12/31/2019
Capital Directions Investment Advisors LLC1,518$91 12/31/2019
     SCHM1,518$91 12/31/2019
Capital Investment Advisory Services LLC1,486$89 12/31/2019
     SCHM1,486$89 12/31/2019
Sandy Spring Bank1,460$88 12/31/2019
     SCHM1,460$88 12/31/2019
TCI Wealth Advisors Inc.1,411$85 12/31/2019
     SCHM1,411$85 12/31/2019
Signaturefd LLC1,403$84 12/31/2019
     SCHM1,403$84 12/31/2019
Rowland Carmichael Advisors Inc. ADV1,317$79 12/31/2019
     SCHM1,317$79 12/31/2019
Thompson Siegel & Walmsley LLC1,300$78 12/31/2019
     SCHM1,300$78 12/31/2019
Pflug Koory LLC1,276$77 12/31/2019
     SCHM1,276$77 12/31/2019
Atticus Wealth Management LLC1,180$71 12/31/2019
     SCHM1,180$71 12/31/2019
Capital Advisors Ltd. LLC1,051$63 12/31/2019
     SCHM1,051$63 12/31/2019
FTB Advisors Inc.1,020$61 12/31/2019
     SCHM1,020$61 12/31/2019
Permanens Capital L.P.1,013$61 12/31/2019
     SCHM1,013$61 12/31/2019
Certified Advisory Corp877$53 12/31/2019
     SCHM877$53 12/31/2019
MRA Associates USA LLC898$51 09/30/2019
     SCHM898$51 09/30/2019
Creative Financial Designs Inc. ADV829$50 12/31/2019
     SCHM829$50 12/31/2019
CENTRAL TRUST Co776$47 12/31/2019
     SCHM776$47 12/31/2019
JNBA Financial Advisors747$45 12/31/2019
     SCHM747$45 12/31/2019
Harbor Investment Advisory LLC725$44 12/31/2019
     SCHM725$44 12/31/2019
Mark Sheptoff Financial Planning LLC726$44 12/31/2019
     SCHM726$44 12/31/2019
Cranbrook Wealth Management LLC709$43 12/31/2019
     SCHM709$43 12/31/2019
Blume Capital Management Inc.711$42 12/31/2019
     SCHM711$42 12/31/2019
Lehman & Derafelo Financial Resources LLC611$37 12/31/2019
     SCHM611$37 12/31/2019
Orion Portfolio Solutions LLC572$34 12/31/2019
     SCHM572$34 12/31/2019
HM Payson & Co.525$32 12/31/2019
     SCHM525$32 12/31/2019
Glassman Wealth Services535$32 12/31/2019
     SCHM535$32 12/31/2019
Carroll Financial Associates Inc.500$30 12/31/2019
     SCHM500$30 12/31/2019
Stonebridge Financial Planning Group LLC499$30 12/31/2019
     SCHM499$30 12/31/2019
Investors Research Corp430$26 12/31/2019
     SCHM430$26 12/31/2019
Peachtree Investment Partners LLC424$25 12/31/2019
     SCHM424$25 12/31/2019
JPMorgan Chase & Co.403$24 12/31/2019
     SCHM403$24 12/31/2019
Sterling Investment Advisors Ltd.414$24 12/31/2019
     SCHM414$24 12/31/2019
BDO Wealth Advisors LLC376$23 12/31/2019
     SCHM376$23 12/31/2019
EPG Wealth Management LLC365$22 12/31/2019
     SCHM365$22 12/31/2019
CWM LLC342$21 12/31/2019
     SCHM342$21 12/31/2019
Macroview Investment Management LLC348$21 12/31/2019
     SCHM348$21 12/31/2019
Quantum Capital Management325$20 12/31/2019
     SCHM325$20 12/31/2019
Ellevest Inc.340$20 12/31/2019
     SCHM340$20 12/31/2019
Private Ocean LLC297$18 12/31/2019
     SCHM297$18 12/31/2019
McIlrath & Eck LLC305$18 12/31/2019
     SCHM305$18 12/31/2019
Plante Moran Financial Advisors LLC278$17 12/31/2019
     SCHM278$17 12/31/2019
LifePlan Financial Group Inc270$16 12/31/2019
     SCHM270$16 12/31/2019
Baldwin Brothers Inc. MA233$14 12/31/2019
     SCHM233$14 12/31/2019
North Star Investment Management Corp.240$14 12/31/2019
     SCHM240$14 12/31/2019
AllSquare Wealth Management LLC235$14 12/31/2019
     SCHM235$14 12/31/2019
Aptus Capital Advisors LLC238$14 12/31/2019
     SCHM238$14 12/31/2019
Horan Capital Advisors LLC.215$13 12/31/2019
     SCHM215$13 12/31/2019
PSI Advisors LLC220$13 12/31/2019
     SCHM220$13 12/31/2019
Sound Income Strategies LLC181$11 12/31/2019
     SCHM181$11 12/31/2019
Glenmede Trust Co. NA180$10 12/31/2019
     SCHM180$10 12/31/2019
Cutler Group LP $10 12/31/2019
     Call2,800$10 12/31/2019
     Put100$0 12/31/2019
Truewealth LLC160$10 12/31/2019
     SCHM160$10 12/31/2019
Coastal Capital Group Inc.180$10 12/31/2019
     SCHM180$10 12/31/2019
Evensky & Katz LLC160$9 12/31/2019
     SCHM160$9 12/31/2019
Massmutual Trust Co. FSB ADV157$9 09/30/2019
     SCHM157$9 09/30/2019
Northern Oak Wealth Management Inc.136$8 12/31/2019
     SCHM136$8 12/31/2019
Gradient Investments LLC139$8 12/31/2019
     SCHM139$8 12/31/2019
Winslow Evans & Crocker Inc.100$8 12/31/2019
     SCHM100$8 12/31/2019
CBIZ Investment Advisory Services LLC137$8 12/31/2019
     SCHM137$8 12/31/2019
Firestone Capital Management126$8 12/31/2019
     SCHM126$8 12/31/2019
Horrell Capital Management Inc.120$7 12/31/2019
     SCHM120$7 12/31/2019
Spectrum Management Group Inc.105$6 12/31/2019
     SCHM105$6 12/31/2019
Larson Financial Group LLC107$6 12/31/2019
     SCHM107$6 12/31/2019
Benjamin Edwards Inc.85$5 12/31/2019
     SCHM85$5 12/31/2019
Barrett Asset Management LLC75$5 12/31/2019
     SCHM75$5 12/31/2019
Capital Asset Advisory Services LLC77$5 12/31/2019
     SCHM77$5 12/31/2019
Independence Advisors LLC90$5 12/31/2019
     SCHM90$5 12/31/2019
Institute for Wealth Management LLC.63$4 12/31/2019
     SCHM63$4 12/31/2019
Burt Wealth Advisors72$4 12/31/2019
     SCHM72$4 12/31/2019
Gs Investments Inc.70$4 12/31/2019
     SCHM70$4 12/31/2019
Danda Trouve Investment Management Inc.66$4 12/31/2019
     SCHM66$4 12/31/2019
Trust Co. of Vermont56$3 12/31/2019
     SCHM56$3 12/31/2019
Quantum Capital Management LLC NJ50$3 12/31/2019
     SCHM50$3 12/31/2019
Knuff & Co LLC55$3 12/31/2019
     SCHM55$3 12/31/2019
Fifth Third Bancorp35$2 12/31/2019
     SCHM35$2 12/31/2019
Corbenic Partners LLC28$2 12/31/2019
     SCHM28$2 12/31/2019
Stearns Financial Services Group36$2 12/31/2019
     SCHM36$2 12/31/2019
Squar Milner Financial Services LLC41$2 12/31/2019
     SCHM41$2 12/31/2019
Roble Belko & Company Inc23$1 12/31/2019
     SCHM23$1 12/31/2019
Howe & Rusling Inc.2$0 12/31/2019
     SCHM2$0 12/31/2019
NewSquare Capital LLC7$0 12/31/2019
     SCHM7$0 12/31/2019
Procyon Private Wealth Partners LLC0$0 12/31/2019
     SCHM0$0 12/31/2019
Investment Security Group Inc. Co. ADV804,497$-48,391 12/31/2019
     Put804,497$48,391 12/31/2019

See Summary: Institutional Holders of SCHM
See Details: Top 10 Hedge Funds Holding SCHM
Also See: SCHM Holdings Changes

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