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SCHQ — Performance
Funds Holding SCHQ

On this page, we present all of the funds holding SCHQ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SCHQ, with a link to that fund's top holdings. The next columns indicate the amount of SCHQ stock held by each of the funds holding SCHQ, followed by the SCHQ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 95 funds holding SCHQ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding SCHQ), click the fund name in the "Holder" column of the funds-holding-SCHQ table below.

HolderAmountPosition Size
($ in 1000's)		 As of
Bank of America Corp DE2,634,038$92,402 12/31/2023
     SCHQ2,634,038$92,402 12/31/2023
Total Investment Management Inc.2,530,990$85,370 03/31/2024
     SCHQ2,530,990$85,370 03/31/2024
Envestnet Asset Management Inc.1,622,730$56,925 12/31/2023
     SCHQ1,622,730$56,925 12/31/2023
Sfmg LLC655,029$22,978 12/31/2023
     SCHQ655,029$22,978 12/31/2023
Northwest Capital Management Inc499,232$16,839 03/31/2024
     SCHQ499,232$16,839 03/31/2024
CWM LLC457,641$15,436 03/31/2024
     SCHQ457,641$15,436 03/31/2024
Ambassador Advisors LLC413,419$13,878 12/31/2023
     SCHQ413,419$13,878 12/31/2023
MML Investors Services LLC379,380$13,309 12/31/2023
     SCHQ379,380$13,309 12/31/2023
JPMorgan Chase & Co.339,231$11,900 12/31/2023
     SCHQ339,231$11,900 12/31/2023
Charles Schwab Investment Management Inc.316,212$11,093 12/31/2023
     SCHQ316,212$11,093 12/31/2023
Raymond James Financial Services Advisors Inc.292,520$9,867 03/31/2024
     SCHQ292,520$9,867 03/31/2024
Advisor Group Holdings Inc.230,474$8,086 12/31/2023
     SCHQ230,474$8,086 12/31/2023
Envestnet Portfolio Solutions Inc.206,878$7,257 12/31/2023
     SCHQ206,878$7,257 12/31/2023
Stokes Family Office LLC175,291$6,149 12/31/2023
     SCHQ175,291$6,149 12/31/2023
Principal Securities Inc.168,478$5,910 12/31/2023
     SCHQ168,478$5,910 12/31/2023
Royal Bank of Canada161,073$5,650 12/31/2023
     SCHQ161,073$5,650 12/31/2023
BlackRock Inc.149,108$5,231 12/31/2023
     SCHQ149,108$5,231 12/31/2023
Proequities Inc.123,139$4,320 12/31/2023
     SCHQ123,139$4,320 12/31/2023
Galvin Gaustad & Stein LLC112,939$3,809 03/31/2024
     SCHQ112,939$3,809 03/31/2024
Beacon Bridge Wealth Partners LLC105,646$3,706 12/31/2023
     SCHQ105,646$3,706 12/31/2023
Collective Family Office LLC102,028$3,441 03/31/2024
     SCHQ102,028$3,441 03/31/2024
Kaizen Financial Strategies93,942$3,295 12/31/2023
     SCHQ93,942$3,295 12/31/2023
Park Avenue Securities LLC93,003$3,137 03/31/2024
     SCHQ93,003$3,137 03/31/2024
Clear Creek Financial Management LLC83,377$2,925 12/31/2023
     SCHQ83,377$2,925 12/31/2023
WBH Advisory Inc.83,708$2,823 03/31/2024
     SCHQ83,708$2,823 03/31/2024
Stratos Wealth Advisors LLC79,735$2,689 03/31/2024
     SCHQ79,735$2,689 03/31/2024
Wsfs Capital Management LLC71,939$2,524 12/31/2023
     SCHQ71,939$2,524 12/31/2023
GWM Advisors LLC73,238$2,457 12/31/2023
     SCHQ73,238$2,457 12/31/2023
Charles Schwab Trust Co62,716$2,115 03/31/2024
     SCHQ62,716$2,115 03/31/2024
Cetera Investment Advisers58,514$2,053 12/31/2023
     SCHQ58,514$2,053 12/31/2023
Prudential Financial Inc.55,576$1,950 12/31/2023
     SCHQ55,576$1,950 12/31/2023
Smart Money Group LLC50,306$1,765 12/31/2023
     SCHQ50,306$1,765 12/31/2023
Family Asset Management LLC43,862$1,539 12/31/2023
     SCHQ43,862$1,539 12/31/2023
Barden Capital Management Inc.37,859$1,328 12/31/2023
     SCHQ37,859$1,328 12/31/2023
Citadel Advisors LLC32,080$1,125 12/31/2023
     SCHQ32,080$1,125 12/31/2023
Mutual Advisors LLC31,432$1,103 12/31/2023
     SCHQ31,432$1,103 12/31/2023
Ameriprise Financial Inc.31,012$1,088 12/31/2023
     SCHQ31,012$1,088 12/31/2023
Trust Point Inc.31,943$1,077 03/31/2024
     SCHQ31,943$1,077 03/31/2024
Acorn Wealth Advisors LLC29,609$1,039 12/31/2023
     SCHQ29,609$1,039 12/31/2023
Van Strum & Towne Inc.28,317$993 12/31/2023
     SCHQ28,317$993 12/31/2023
Cambridge Investment Research Advisors Inc.29,045$980 03/31/2024
     SCHQ29,045$980 03/31/2024
Merit Financial Group LLC27,294$957 12/31/2023
     SCHQ27,294$957 12/31/2023
Greenup Street Wealth Management LLC25,138$882 12/31/2023
     SCHQ25,138$882 12/31/2023
OneAscent Wealth Management LLC25,900$874 03/31/2024
     SCHQ25,900$874 03/31/2024
Morgan Stanley23,862$837 12/31/2023
     SCHQ23,862$837 12/31/2023
Lincoln National Corp22,146$777 12/31/2023
     SCHQ22,146$777 12/31/2023
Belpointe Asset Management LLC21,807$765 12/31/2023
     SCHQ21,807$765 12/31/2023
Claro Advisors LLC21,746$733 03/31/2024
     SCHQ21,746$733 03/31/2024
Focus Financial Network Inc. ADV20,243$710 12/31/2023
     SCHQ20,243$710 12/31/2023
Cetera Advisor Networks LLC18,534$650 12/31/2023
     SCHQ18,534$650 12/31/2023
Brookstone Capital Management18,327$618 03/31/2024
     SCHQ18,327$618 03/31/2024
Focus Financial Network Inc.19,053$606 03/31/2024
     SCHQ19,053$606 03/31/2024
Wealth Enhancement Advisory Services LLC17,129$578 03/31/2024
     SCHQ17,129$578 03/31/2024
Susquehanna International Group LLP16,337$573 12/31/2023
     SCHQ16,337$573 12/31/2023
RSM US Wealth Management LLC13,500$474 12/31/2023
     SCHQ13,500$474 12/31/2023
Goldman Sachs Group Inc.13,163$462 12/31/2023
     SCHQ13,163$462 12/31/2023
Magnus Financial Group LLC12,015$421 12/31/2023
     SCHQ12,015$421 12/31/2023
TSA Wealth Managment LLC11,726$411 12/31/2023
     SCHQ11,726$411 12/31/2023
Invst LLC11,346$384 12/31/2023
     SCHQ11,346$384 12/31/2023
Atria Wealth Solutions Inc.10,340$363 12/31/2023
     SCHQ10,340$363 12/31/2023
Cetera Advisors LLC10,256$360 12/31/2023
     SCHQ10,256$360 12/31/2023
IHT Wealth Management LLC9,894$347 12/31/2023
     SCHQ9,894$347 12/31/2023
Hayek Kallen Investment Management9,850$346 12/31/2023
     SCHQ9,850$346 12/31/2023
Silverlake Wealth Management LLC9,945$335 03/31/2024
     SCHQ9,945$335 03/31/2024
Wilbanks Smith & Thomas Asset Management LLC9,240$324 12/31/2023
     SCHQ9,240$324 12/31/2023
RDA Financial Network8,856$299 03/31/2024
     SCHQ8,856$299 03/31/2024
Strategic Blueprint LLC7,826$264 03/31/2024
     SCHQ7,826$264 03/31/2024
SILVER OAK SECURITIES Inc7,467$262 12/31/2023
     SCHQ7,467$262 12/31/2023
Jane Street Group LLC6,941$243 12/31/2023
     SCHQ6,941$243 12/31/2023
Exencial Wealth Advisors LLC6,000$210 12/31/2023
     SCHQ6,000$210 12/31/2023
Comerica Bank5,250$184 12/31/2023
     SCHQ5,250$184 12/31/2023
SevenOneSeven Capital Management4,288$144 12/31/2023
     SCHQ4,288$144 12/31/2023
Pacific Capital Wealth Advisors Inc.3,982$140 12/31/2023
     SCHQ3,982$140 12/31/2023
IFP Advisors Inc3,673$129 12/31/2023
     SCHQ3,673$129 12/31/2023
Creative Financial Designs Inc. ADV3,525$124 12/31/2023
     SCHQ3,525$124 12/31/2023
GeoWealth Management LLC3,483$121 12/31/2023
     SCHQ3,483$121 12/31/2023
Resurgent Financial Advisors LLC3,447$121 12/31/2023
     SCHQ3,447$121 12/31/2023
Scarborough Advisors LLC3,009$106 12/31/2023
     SCHQ3,009$106 12/31/2023
Advisory Services Network LLC2,970$104 12/31/2023
     SCHQ2,970$104 12/31/2023
Tortoise Investment Management LLC2,400$84 12/31/2023
     SCHQ2,400$84 12/31/2023
Pineridge Advisors LLC2,235$78 12/31/2023
     SCHQ2,235$78 12/31/2023
Farther Finance Advisors LLC2,060$72 12/31/2023
     SCHQ2,060$72 12/31/2023
Park Place Capital Corp1,643$55 03/31/2024
     SCHQ1,643$55 03/31/2024
Spectrum Wealth Counsel LLC1,412$50 12/31/2023
     SCHQ1,412$50 12/31/2023
Bogart Wealth LLC1,300$46 12/31/2023
     SCHQ1,300$46 12/31/2023
Cardiff Park Advisors LLC1,139$40 12/31/2023
     SCHQ1,139$40 12/31/2023
Fortis Advisors LLC955$33 12/31/2023
     SCHQ955$33 12/31/2023
Horizons Wealth Management777$27 03/31/2024
     SCHQ777$27 03/31/2024
Wells Fargo & Company MN566$20 12/31/2023
     SCHQ566$20 12/31/2023
Thompson Investment Management Inc.538$18 03/31/2024
     SCHQ538$18 03/31/2024
LGT Financial Advisors LLC404$14 12/31/2023
     SCHQ404$14 12/31/2023
Kozak & Associates Inc.231$8 12/31/2023
     SCHQ231$8 12/31/2023
Smartleaf Asset Management LLC184$7 12/31/2023
     SCHQ184$7 12/31/2023
Sound Income Strategies LLC63$2 03/31/2024
     SCHQ63$2 03/31/2024
FMR LLC36$1 12/31/2023
     SCHQ36$1 12/31/2023
Bare Financial Services Inc0$0 12/31/2023
     SCHQ0$0 12/31/2023

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

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