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On this page, we present all of the funds holding SCHR from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding SCHR, with a link to that fund's top holdings. The next columns
indicate the amount of SCHR stock held by each of the funds holding SCHR, followed by the SCHR position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 371 funds holding SCHR 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 SCHR), click the fund name in the "Holder" column of the funds-holding-SCHR table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Charles Schwab Investment Advisory Inc. | 79,489,759 | $3,952,231 | 12/31/2023 | SCHR | 79,489,759 | $3,952,231 | 12/31/2023 | Royal Bank of Canada | 10,317,184 | $512,972 | 12/31/2023 | SCHR | 10,317,184 | $512,972 | 12/31/2023 | Ameriprise Financial Inc. | 3,510,030 | $174,514 | 12/31/2023 | SCHR | 3,510,030 | $174,514 | 12/31/2023 | Stifel Financial Corp | 2,933,443 | $145,851 | 12/31/2023 | SCHR | 2,933,443 | $145,851 | 12/31/2023 | Goldman Sachs Group Inc. | 2,582,920 | $128,423 | 12/31/2023 | SCHR | 2,582,920 | $128,423 | 12/31/2023 | JPMorgan Chase & Co. | 1,836,568 | $91,314 | 12/31/2023 | SCHR | 1,836,568 | $91,314 | 12/31/2023 | Creative Planning | 1,584,553 | $78,784 | 12/31/2023 | SCHR | 1,584,553 | $78,784 | 12/31/2023 | Crane Advisory LLC | 1,491,511 | $72,711 | 03/31/2024 | SCHR | 1,491,511 | $72,711 | 03/31/2024 | State Street Corp | 1,450,000 | $72,094 | 12/31/2023 | SCHR | 1,450,000 | $72,094 | 12/31/2023 | Pacific Sage Partners LLC | 1,233,128 | $61,311 | 12/31/2023 | SCHR | 1,233,128 | $61,311 | 12/31/2023 | Envestnet Asset Management Inc. | 1,205,869 | $59,956 | 12/31/2023 | SCHR | 1,205,869 | $59,956 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 1,000,844 | $49,091 | 03/31/2024 | SCHR | 1,000,844 | $49,091 | 03/31/2024 | Hilton Capital Management LLC | 968,816 | $48,170 | 12/31/2023 | SCHR | 968,816 | $48,170 | 12/31/2023 | Cornerstone Wealth Advisors Inc. | 884,987 | $43,409 | 03/31/2024 | SCHR | 884,987 | $43,409 | 03/31/2024 | Allspring Global Investments Holdings LLC | 722,037 | $35,416 | 03/31/2024 | SCHR | 722,037 | $35,416 | 03/31/2024 | Northwest Capital Management Inc | 709,894 | $34,820 | 03/31/2024 | SCHR | 709,894 | $34,820 | 03/31/2024 | Moisand Fitzgerald Tamayo LLC | 696,828 | $34,179 | 03/31/2024 | SCHR | 696,828 | $34,179 | 03/31/2024 | CWM LLC | 694,206 | $34,051 | 03/31/2024 | SCHR | 694,206 | $34,051 | 03/31/2024 | Busey Wealth Management | 644,991 | $32,069 | 12/31/2023 | SCHR | 644,991 | $32,069 | 12/31/2023 | Resonant Capital Advisors LLC | 624,151 | $31,033 | 12/31/2023 | SCHR | 624,151 | $31,033 | 12/31/2023 | Allworth Financial LP | 614,937 | $30,575 | 12/31/2023 | SCHR | 614,937 | $30,575 | 12/31/2023 | Morningstar Investment Services LLC | 578,863 | $28,810 | 12/31/2023 | SCHR | 578,863 | $28,810 | 12/31/2023 | Advisor Group Holdings Inc. | 566,756 | $28,181 | 12/31/2023 | SCHR | 566,756 | $28,181 | 12/31/2023 | Madison Asset Management LLC | 531,010 | $26,402 | 12/31/2023 | SCHR | 531,010 | $26,402 | 12/31/2023 | Bank of America Corp DE | 515,704 | $25,641 | 12/31/2023 | SCHR | 515,704 | $25,641 | 12/31/2023 | Clearstead Advisors LLC | 507,853 | $25,250 | 12/31/2023 | SCHR | 507,853 | $25,250 | 12/31/2023 | Foster & Motley Inc. | 508,010 | $24,918 | 03/31/2024 | SCHR | 508,010 | $24,918 | 03/31/2024 | West Coast Financial LLC | 506,227 | $24,830 | 03/31/2024 | SCHR | 506,227 | $24,830 | 03/31/2024 | FLC Capital Advisors | 494,888 | $24,606 | 12/31/2023 | SCHR | 494,888 | $24,606 | 12/31/2023 | STA Wealth Management LLC | 492,698 | $24,497 | 12/31/2023 | SCHR | 492,698 | $24,497 | 12/31/2023 | Your Advocates Ltd. LLP | 489,198 | $24,323 | 12/31/2023 | SCHR | 489,198 | $24,323 | 12/31/2023 | Morgan Stanley | 486,844 | $24,206 | 12/31/2023 | SCHR | 486,844 | $24,206 | 12/31/2023 | Galvin Gaustad & Stein LLC | 458,654 | $22,497 | 03/31/2024 | SCHR | 458,654 | $22,497 | 03/31/2024 | Taddei Ludwig & Associates Inc. | 442,261 | $21,989 | 12/31/2023 | SCHR | 442,261 | $21,989 | 12/31/2023 | Beacon Wealthcare LLC | 429,890 | $21,086 | 03/31/2024 | SCHR | 429,890 | $21,086 | 03/31/2024 | Greenline Partners LLC | 401,792 | $19,978 | 12/31/2023 | SCHR | 401,792 | $19,978 | 12/31/2023 | Bouchey Financial Group Ltd | 382,761 | $19,031 | 12/31/2023 | SCHR | 382,761 | $19,031 | 12/31/2023 | First National Trust Co | 378,293 | $18,809 | 12/31/2023 | SCHR | 378,293 | $18,809 | 12/31/2023 | Financial Counselors Inc. | 373,159 | $18,553 | 12/31/2023 | SCHR | 373,159 | $18,553 | 12/31/2023 | Lake Street Advisors Group LLC | 346,755 | $17,241 | 12/31/2023 | SCHR | 346,755 | $17,241 | 12/31/2023 | HC Advisors LLC | 306,549 | $15,242 | 12/31/2023 | SCHR | 306,549 | $15,242 | 12/31/2023 | Charles Schwab Investment Management Inc. | 304,353 | $15,132 | 12/31/2023 | SCHR | 304,353 | $15,132 | 12/31/2023 | AlphaStar Capital Management LLC | 300,461 | $14,939 | 12/31/2023 | SCHR | 300,461 | $14,939 | 12/31/2023 | Tradition Wealth Management LLC | 299,228 | $14,878 | 12/31/2023 | SCHR | 299,228 | $14,878 | 12/31/2023 | LPL Financial LLC | 292,386 | $14,537 | 12/31/2023 | SCHR | 292,386 | $14,537 | 12/31/2023 | Intelligence Driven Advisers LLC | 285,508 | $14,230 | 12/31/2023 | SCHR | 285,508 | $14,230 | 12/31/2023 | BlackRock Inc. | 272,360 | $13,542 | 12/31/2023 | SCHR | 272,360 | $13,542 | 12/31/2023 | Wells Fargo & Company MN | 267,686 | $13,309 | 12/31/2023 | SCHR | 267,686 | $13,309 | 12/31/2023 | Marshall Financial Group LLC | 265,019 | $12,999 | 03/31/2024 | SCHR | 265,019 | $12,999 | 03/31/2024 | Sequoia Financial Advisors LLC | 258,188 | $12,837 | 12/31/2023 | SCHR | 258,188 | $12,837 | 12/31/2023 | DAVENPORT & Co LLC | 255,318 | $12,694 | 12/31/2023 | SCHR | 255,318 | $12,694 | 12/31/2023 | Tradewinds Capital Management LLC | 240,750 | $11,809 | 03/31/2024 | SCHR | 240,750 | $11,809 | 03/31/2024 | Orion Portfolio Solutions LLC | 235,221 | $11,639 | 12/31/2023 | SCHR | 235,221 | $11,639 | 12/31/2023 | Stokes Family Office LLC | 231,351 | $11,503 | 12/31/2023 | SCHR | 231,351 | $11,503 | 12/31/2023 | Franklin Resources Inc. | 217,650 | $10,822 | 12/31/2023 | SCHR | 217,650 | $10,822 | 12/31/2023 | Altiora Financial Group LLC | 213,511 | $10,473 | 03/31/2024 | SCHR | 213,511 | $10,473 | 03/31/2024 | GenTrust LLC | 205,555 | $10,082 | 03/31/2024 | SCHR | 205,555 | $10,082 | 03/31/2024 | SWS Partners | 198,667 | $9,878 | 12/31/2023 | SCHR | 198,667 | $9,878 | 12/31/2023 | Morton Brown Family Wealth LLC | 183,880 | $9,143 | 12/31/2023 | SCHR | 183,880 | $9,143 | 12/31/2023 | Kingsview Wealth Management LLC | 180,364 | $8,968 | 12/31/2023 | SCHR | 180,364 | $8,968 | 12/31/2023 | Morningstar Investment Management LLC | 175,626 | $8,732 | 12/31/2023 | SCHR | 175,626 | $8,732 | 12/31/2023 | Cetera Advisors LLC | 171,932 | $8,548 | 12/31/2023 | SCHR | 171,932 | $8,548 | 12/31/2023 | McAdam LLC | 168,836 | $8,395 | 12/31/2023 | SCHR | 168,836 | $8,395 | 12/31/2023 | Mariner LLC | 168,726 | $8,389 | 12/31/2023 | SCHR | 168,726 | $8,389 | 12/31/2023 | Bank of Montreal Can | 153,972 | $7,672 | 12/31/2023 | SCHR | 153,972 | $7,672 | 12/31/2023 | Vident Advisory LLC | 140,838 | $7,002 | 12/31/2023 | SCHR | 140,838 | $7,002 | 12/31/2023 | Kestra Advisory Services LLC | 133,515 | $6,638 | 12/31/2023 | SCHR | 133,515 | $6,638 | 12/31/2023 | One Degree Advisors Inc | 131,776 | $6,470 | 12/31/2023 | SCHR | 131,776 | $6,470 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 128,417 | $6,385 | 12/31/2023 | SCHR | 128,417 | $6,385 | 12/31/2023 | Financial Engines Advisors L.L.C. | 127,125 | $6,321 | 12/31/2023 | SCHR | 127,125 | $6,321 | 12/31/2023 | Libra Wealth LLC | 125,829 | $6,256 | 12/31/2023 | SCHR | 125,829 | $6,256 | 12/31/2023 | Change Path LLC | 125,173 | $6,224 | 12/31/2023 | SCHR | 125,173 | $6,224 | 12/31/2023 | Janney Montgomery Scott LLC | 123,470 | $6,139 | 12/31/2023 | SCHR | 123,470 | $6,139 | 12/31/2023 | Oakwell Private Wealth Management LLC | 122,134 | $6,073 | 12/31/2023 | SCHR | 122,134 | $6,073 | 12/31/2023 | Fiduciary Alliance LLC | 118,505 | $5,762 | 03/31/2024 | SCHR | 118,505 | $5,762 | 03/31/2024 | Advisory Alpha LLC | 112,388 | $5,588 | 12/31/2023 | SCHR | 112,388 | $5,588 | 12/31/2023 | LexAurum Advisors LLC | 109,348 | $5,364 | 03/31/2024 | SCHR | 109,348 | $5,364 | 03/31/2024 | Truist Financial Corp | 105,882 | $5,264 | 12/31/2023 | SCHR | 105,882 | $5,264 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 103,687 | $5,156 | 12/31/2023 | SCHR | 103,687 | $5,156 | 12/31/2023 | Buckingham Strategic Wealth LLC | 98,737 | $4,909 | 12/31/2023 | SCHR | 98,737 | $4,909 | 12/31/2023 | Private Advisor Group LLC | 97,770 | $4,861 | 12/31/2023 | SCHR | 97,770 | $4,861 | 12/31/2023 | Exencial Wealth Advisors LLC | 96,960 | $4,821 | 12/31/2023 | SCHR | 96,960 | $4,821 | 12/31/2023 | Myecfo LLC | 95,089 | $4,659 | 03/31/2024 | SCHR | 95,089 | $4,659 | 03/31/2024 | Focus Financial Network Inc. ADV | 92,252 | $4,587 | 12/31/2023 | SCHR | 92,252 | $4,587 | 12/31/2023 | Upper Left Wealth Management LLC | 89,264 | $4,438 | 12/31/2023 | SCHR | 89,264 | $4,438 | 12/31/2023 | Darrow Company Inc. | 87,806 | $4,366 | 12/31/2023 | SCHR | 87,806 | $4,366 | 12/31/2023 | GenWealth Group Inc. | 84,680 | $4,154 | 03/31/2024 | SCHR | 84,680 | $4,154 | 03/31/2024 | Heritage Wealth Management Inc. CA | 82,422 | $4,098 | 12/31/2023 | SCHR | 82,422 | $4,098 | 12/31/2023 | Hendershot Investments Inc. | 82,033 | $4,079 | 12/31/2023 | SCHR | 82,033 | $4,079 | 12/31/2023 | Benjamin Edwards Inc. | 80,896 | $4,022 | 12/31/2023 | SCHR | 80,896 | $4,022 | 12/31/2023 | UBS Group AG | 80,221 | $3,989 | 12/31/2023 | SCHR | 80,221 | $3,989 | 12/31/2023 | Modus Advisors LLC | 80,208 | $3,934 | 03/31/2024 | SCHR | 80,208 | $3,934 | 03/31/2024 | Valmark Advisers Inc. | 77,839 | $3,870 | 12/31/2023 | SCHR | 77,839 | $3,870 | 12/31/2023 | PAX Financial Group LLC | 76,718 | $3,770 | 12/31/2023 | SCHR | 76,718 | $3,770 | 12/31/2023 | MML Investors Services LLC | 75,695 | $3,764 | 12/31/2023 | SCHR | 75,695 | $3,764 | 12/31/2023 | Advocate Group LLC | 74,328 | $3,696 | 12/31/2023 | SCHR | 74,328 | $3,696 | 12/31/2023 | Hilltop Partners LLC | 73,287 | $3,644 | 12/31/2023 | SCHR | 73,287 | $3,644 | 12/31/2023 | Merit Financial Group LLC | 72,742 | $3,617 | 12/31/2023 | SCHR | 72,742 | $3,617 | 12/31/2023 | Walkner Condon Financial Advisors LLC | 72,294 | $3,595 | 12/31/2023 | SCHR | 72,294 | $3,595 | 12/31/2023 | RKL Wealth Management LLC | 70,735 | $3,517 | 12/31/2023 | SCHR | 70,735 | $3,517 | 12/31/2023 | Stratos Wealth Advisors LLC | 70,025 | $3,435 | 03/31/2024 | SCHR | 70,025 | $3,435 | 03/31/2024 | Spire Wealth Management | 67,183 | $3,313 | 12/31/2023 | SCHR | 67,183 | $3,313 | 12/31/2023 | Meridian Management Co. | 67,448 | $3,310 | 12/31/2023 | SCHR | 67,448 | $3,310 | 12/31/2023 | Commonwealth Equity Services LLC | 66,463 | $3,305 | 12/31/2023 | SCHR | 66,463 | $3,305 | 12/31/2023 | WealthCare Investment Partners LLC | 66,748 | $3,274 | 03/31/2024 | SCHR | 66,748 | $3,274 | 03/31/2024 | Raymond James & Associates | 64,171 | $3,191 | 12/31/2023 | SCHR | 64,171 | $3,191 | 12/31/2023 | HighTower Advisors LLC | 62,478 | $3,104 | 12/31/2023 | SCHR | 62,478 | $3,104 | 12/31/2023 | Cetera Investment Advisers | 58,137 | $2,891 | 12/31/2023 | SCHR | 58,137 | $2,891 | 12/31/2023 | Kaizen Financial Strategies | 58,123 | $2,890 | 12/31/2023 | SCHR | 58,123 | $2,890 | 12/31/2023 | PrairieView Partners LLC | 57,987 | $2,883 | 12/31/2023 | SCHR | 57,987 | $2,883 | 12/31/2023 | Eqis Capital Management Inc. | 55,242 | $2,747 | 12/31/2023 | SCHR | 55,242 | $2,747 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 54,820 | $2,726 | 12/31/2023 | SCHR | 54,820 | $2,726 | 12/31/2023 | AE Wealth Management LLC | 54,683 | $2,699 | 12/31/2023 | SCHR | 54,683 | $2,699 | 12/31/2023 | Columbus Macro LLC | 53,276 | $2,613 | 03/31/2024 | SCHR | 53,276 | $2,613 | 03/31/2024 | Meritage Portfolio Management | 52,490 | $2,610 | 12/31/2023 | SCHR | 52,490 | $2,610 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 52,075 | $2,589 | 12/31/2023 | SCHR | 52,075 | $2,589 | 12/31/2023 | SYM FINANCIAL Corp | 48,900 | $2,431 | 12/31/2023 | SCHR | 48,900 | $2,431 | 12/31/2023 | Diligent Investors LLC | 48,753 | $2,424 | 12/31/2023 | SCHR | 48,753 | $2,424 | 12/31/2023 | Jones Financial Companies Lllp | 47,958 | $2,384 | 12/31/2023 | SCHR | 47,958 | $2,384 | 12/31/2023 | Warren Averett Asset Management LLC | 47,079 | $2,341 | 12/31/2023 | SCHR | 47,079 | $2,341 | 12/31/2023 | Financial Consulate Inc. | 47,068 | $2,340 | 12/31/2023 | SCHR | 47,068 | $2,340 | 12/31/2023 | Brookstone Capital Management | 47,491 | $2,329 | 03/31/2024 | SCHR | 47,491 | $2,329 | 03/31/2024 | Salem Investment Counselors Inc. | 46,165 | $2,264 | 03/31/2024 | SCHR | 46,165 | $2,264 | 03/31/2024 | Manhattan West Asset Management LLC | 44,950 | $2,235 | 12/31/2023 | SCHR | 44,950 | $2,235 | 12/31/2023 | Vise Technologies Inc. | 44,639 | $2,219 | 12/31/2023 | SCHR | 44,639 | $2,219 | 12/31/2023 | HRT Financial LP | 43,985 | $2,186 | 12/31/2023 | SCHR | 43,985 | $2,186 | 12/31/2023 | Sentinel Pension Advisors Inc. | 43,824 | $2,179 | 12/31/2023 | SCHR | 43,824 | $2,179 | 12/31/2023 | Comerica Bank | 43,438 | $2,160 | 12/31/2023 | SCHR | 43,438 | $2,160 | 12/31/2023 | Integrated Wealth Concepts LLC | 42,123 | $2,094 | 12/31/2023 | SCHR | 42,123 | $2,094 | 12/31/2023 | Barden Capital Management Inc. | 42,449 | $2,035 | 12/31/2023 | SCHR | 42,449 | $2,035 | 12/31/2023 | SeaCrest Wealth Management LLC | 41,265 | $2,024 | 03/31/2024 | SCHR | 41,265 | $2,024 | 03/31/2024 | Ausdal Financial Partners Inc. | 40,955 | $2,009 | 03/31/2024 | SCHR | 40,955 | $2,009 | 03/31/2024 | Axxcess Wealth Management LLC | 40,360 | $2,007 | 12/31/2023 | SCHR | 40,360 | $2,007 | 12/31/2023 | McCarthy Grittinger Financial Group LLC | 39,786 | $1,978 | 12/31/2023 | SCHR | 39,786 | $1,978 | 12/31/2023 | Susquehanna International Group LLP | 39,763 | $1,977 | 12/31/2023 | SCHR | 39,763 | $1,977 | 12/31/2023 | Kathleen S. Wright Associates Inc. | 37,973 | $1,863 | 03/31/2024 | SCHR | 37,973 | $1,863 | 03/31/2024 | Thrivent Financial for Lutherans | 33,922 | $1,687 | 12/31/2023 | SCHR | 33,922 | $1,687 | 12/31/2023 | Commerce Bank | 31,450 | $1,564 | 12/31/2023 | SCHR | 31,450 | $1,564 | 12/31/2023 | Proequities Inc. | 31,429 | $1,563 | 12/31/2023 | SCHR | 31,429 | $1,563 | 12/31/2023 | Cetera Advisor Networks LLC | 31,266 | $1,555 | 12/31/2023 | SCHR | 31,266 | $1,555 | 12/31/2023 | Blair William & Co. IL | 30,780 | $1,530 | 12/31/2023 | SCHR | 30,780 | $1,530 | 12/31/2023 | Inspire Advisors LLC | 29,375 | $1,461 | 12/31/2023 | SCHR | 29,375 | $1,461 | 12/31/2023 | National Bank of Canada FI | 29,465 | $1,459 | 12/31/2023 | SCHR | 29,465 | $1,459 | 12/31/2023 | Massmutual Trust Co. FSB ADV | 29,676 | $1,456 | 03/31/2024 | SCHR | 29,676 | $1,456 | 03/31/2024 | North Ridge Wealth Advisors Inc. | 29,231 | $1,453 | 12/31/2023 | SCHR | 29,231 | $1,453 | 12/31/2023 | Stratos Wealth Partners LTD. | 29,009 | $1,423 | 03/31/2024 | SCHR | 29,009 | $1,423 | 03/31/2024 | W.H. Cornerstone Investments Inc. | 28,600 | $1,422 | 12/31/2023 | SCHR | 28,600 | $1,422 | 12/31/2023 | Baird Financial Group Inc. | 28,363 | $1,410 | 12/31/2023 | SCHR | 28,363 | $1,410 | 12/31/2023 | Main Street Financial Solutions LLC | 28,191 | $1,402 | 12/31/2023 | SCHR | 28,191 | $1,402 | 12/31/2023 | Mendel Capital Management LLC | 28,170 | $1,401 | 12/31/2023 | SCHR | 28,170 | $1,401 | 12/31/2023 | Cobblestone Capital Advisors LLC NY | 27,738 | $1,379 | 12/31/2023 | SCHR | 27,738 | $1,379 | 12/31/2023 | Equita Financial Network Inc. | 26,893 | $1,337 | 12/31/2023 | SCHR | 26,893 | $1,337 | 12/31/2023 | Opus Capital Group LLC | 26,758 | $1,330 | 12/31/2023 | SCHR | 26,758 | $1,330 | 12/31/2023 | Hutchinson Capital Management CA | 25,804 | $1,283 | 12/31/2023 | SCHR | 25,804 | $1,283 | 12/31/2023 | Successful Portfolios LLC | 25,891 | $1,270 | 03/31/2024 | SCHR | 25,891 | $1,270 | 03/31/2024 | Bank of New York Mellon Corp | 25,304 | $1,258 | 12/31/2023 | SCHR | 25,304 | $1,258 | 12/31/2023 | Trust Point Inc. | 25,474 | $1,250 | 03/31/2024 | SCHR | 25,474 | $1,250 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 25,042 | $1,245 | 12/31/2023 | SCHR | 25,042 | $1,245 | 12/31/2023 | Mendota Financial Group LLC | 24,910 | $1,239 | 12/31/2023 | SCHR | 24,910 | $1,239 | 12/31/2023 | Cambridge Associates LLC MA ADV | 24,598 | $1,223 | 12/31/2023 | SCHR | 24,598 | $1,223 | 12/31/2023 | Csenge Advisory Group | 24,515 | $1,219 | 12/31/2023 | SCHR | 24,515 | $1,219 | 12/31/2023 | Apollon Wealth Management LLC | 24,257 | $1,206 | 12/31/2023 | SCHR | 24,257 | $1,206 | 12/31/2023 | Atria Wealth Solutions Inc. | 24,167 | $1,202 | 12/31/2023 | SCHR | 24,167 | $1,202 | 12/31/2023 | Asset Management Group Inc. | 23,726 | $1,180 | 12/31/2023 | SCHR | 23,726 | $1,180 | 12/31/2023 | Addison Advisors LLC | 23,331 | $1,160 | 12/31/2023 | SCHR | 23,331 | $1,160 | 12/31/2023 | Horizon Financial Services LLC | 22,958 | $1,141 | 12/31/2023 | SCHR | 22,958 | $1,141 | 12/31/2023 | Bangor Savings Bank | 23,175 | $1,137 | 03/31/2024 | SCHR | 23,175 | $1,137 | 03/31/2024 | Lido Advisors LLC | 22,318 | $1,110 | 12/31/2023 | SCHR | 22,318 | $1,110 | 12/31/2023 | Venture Visionary Partners LLC | 22,208 | $1,104 | 12/31/2023 | SCHR | 22,208 | $1,104 | 12/31/2023 | Lincoln National Corp | 21,244 | $1,056 | 12/31/2023 | SCHR | 21,244 | $1,056 | 12/31/2023 | Tennessee Valley Asset Management Partners | 19,365 | $963 | 12/31/2023 | SCHR | 19,365 | $963 | 12/31/2023 | ETF Store Inc. | 18,700 | $930 | 12/31/2023 | SCHR | 18,700 | $930 | 12/31/2023 | Principal Securities Inc. | 18,501 | $920 | 12/31/2023 | SCHR | 18,501 | $920 | 12/31/2023 | SignalPoint Asset Management LLC | 18,026 | $884 | 03/31/2024 | SCHR | 18,026 | $884 | 03/31/2024 | Charles Schwab Trust Co | 17,293 | $848 | 03/31/2024 | SCHR | 17,293 | $848 | 03/31/2024 | WNY Asset Management LLC | 16,782 | $834 | 12/31/2023 | SCHR | 16,782 | $834 | 12/31/2023 | Foster Group Inc. | 16,720 | $820 | 03/31/2024 | SCHR | 16,720 | $820 | 03/31/2024 | Retirement Group LLC | 15,272 | $759 | 12/31/2023 | SCHR | 15,272 | $759 | 12/31/2023 | Ronald Blue Trust Inc. | 15,662 | $751 | 12/31/2023 | SCHR | 15,662 | $751 | 12/31/2023 | Milestone Investment Advisors LLC | 14,983 | $745 | 12/31/2023 | SCHR | 14,983 | $745 | 12/31/2023 | EverSource Wealth Advisors LLC | 14,800 | $736 | 12/31/2023 | SCHR | 14,800 | $736 | 12/31/2023 | Park Avenue Securities LLC | 14,278 | $700 | 03/31/2024 | SCHR | 14,278 | $700 | 03/31/2024 | PFG Investments LLC | 13,922 | $692 | 12/31/2023 | SCHR | 13,922 | $692 | 12/31/2023 | Tortoise Investment Management LLC | 13,747 | $684 | 12/31/2023 | SCHR | 13,747 | $684 | 12/31/2023 | RHS Financial LLC | 13,853 | $679 | 03/31/2024 | SCHR | 13,853 | $679 | 03/31/2024 | Dynamic Advisor Solutions LLC | 13,779 | $676 | 03/31/2024 | SCHR | 13,779 | $676 | 03/31/2024 | OneAscent Financial Services LLC | 13,728 | $673 | 03/31/2024 | SCHR | 13,728 | $673 | 03/31/2024 | CI Private Wealth LLC | 13,470 | $670 | 12/31/2023 | SCHR | 13,470 | $670 | 12/31/2023 | Dakota Wealth Management | 12,664 | $630 | 12/31/2023 | SCHR | 12,664 | $630 | 12/31/2023 | WCG Wealth Advisors LLC | 12,502 | $622 | 12/31/2023 | SCHR | 12,502 | $622 | 12/31/2023 | Rockbridge Investment Management LCC | 12,472 | $620 | 12/31/2023 | SCHR | 12,472 | $620 | 12/31/2023 | Vision Capital Management Inc. | 12,087 | $601 | 12/31/2023 | SCHR | 12,087 | $601 | 12/31/2023 | Fagan Associates Inc. | 12,035 | $598 | 12/31/2023 | SCHR | 12,035 | $598 | 12/31/2023 | Resources Investment Advisors LLC. | 11,753 | $584 | 12/31/2023 | SCHR | 11,753 | $584 | 12/31/2023 | MGO Private Wealth LLC | 11,590 | $568 | 03/31/2024 | SCHR | 11,590 | $568 | 03/31/2024 | IHT Wealth Management LLC | 11,356 | $565 | 12/31/2023 | SCHR | 11,356 | $565 | 12/31/2023 | Econ Financial Services Corp | 11,338 | $564 | 12/31/2023 | SCHR | 11,338 | $564 | 12/31/2023 | JFG Wealth Management LLC | 11,032 | $549 | 12/31/2023 | SCHR | 11,032 | $549 | 12/31/2023 | Noble Family Wealth LLC | 10,788 | $529 | 03/31/2024 | SCHR | 10,788 | $529 | 03/31/2024 | Twele Capital Management Inc. | 10,557 | $518 | 03/31/2024 | SCHR | 10,557 | $518 | 03/31/2024 | WT Wealth Management | 10,369 | $516 | 12/31/2023 | SCHR | 10,369 | $516 | 12/31/2023 | Beacon Pointe Advisors LLC | 10,337 | $514 | 12/31/2023 | SCHR | 10,337 | $514 | 12/31/2023 | Captrust Financial Advisors | 10,302 | $512 | 12/31/2023 | SCHR | 10,302 | $512 | 12/31/2023 | Provence Wealth Management Group | 10,090 | $502 | 12/31/2023 | SCHR | 10,090 | $502 | 12/31/2023 | Lateef Investment Management L.P. | 10,141 | $497 | 03/31/2024 | SCHR | 10,141 | $497 | 03/31/2024 | Qube Research & Technologies Ltd | 9,968 | $496 | 12/31/2023 | SCHR | 9,968 | $496 | 12/31/2023 | HB Wealth Management LLC | 9,433 | $469 | 12/31/2023 | SCHR | 9,433 | $469 | 12/31/2023 | Day & Ennis LLC | 9,313 | $463 | 12/31/2023 | SCHR | 9,313 | $463 | 12/31/2023 | Integrated Advisors Network LLC | 9,226 | $459 | 12/31/2023 | SCHR | 9,226 | $459 | 12/31/2023 | Colony Group LLC | 9,072 | $451 | 12/31/2023 | SCHR | 9,072 | $451 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 9,046 | $450 | 12/31/2023 | SCHR | 9,046 | $450 | 12/31/2023 | Aspect Partners LLC | 9,055 | $450 | 12/31/2023 | SCHR | 9,055 | $450 | 12/31/2023 | Prudential Financial Inc. | 9,031 | $449 | 12/31/2023 | SCHR | 9,031 | $449 | 12/31/2023 | Ridgewood Investments LLC | 9,131 | $448 | 03/31/2024 | SCHR | 9,131 | $448 | 03/31/2024 | Lederer & Associates Investment Counsel CA | 8,866 | $441 | 12/31/2023 | SCHR | 8,866 | $441 | 12/31/2023 | Wealthsource Partners LLC | 8,821 | $439 | 12/31/2023 | SCHR | 8,821 | $439 | 12/31/2023 | FC Advisory LLC | 8,787 | $437 | 12/31/2023 | SCHR | 8,787 | $437 | 12/31/2023 | Betterment LLC | 8,620 | $429 | 12/31/2023 | SCHR | 8,620 | $429 | 12/31/2023 | West Paces Advisors Inc. | 8,615 | $423 | 03/31/2024 | SCHR | 8,615 | $423 | 03/31/2024 | The PNC Financial Services Group Inc. | 8,485 | $422 | 12/31/2023 | SCHR | 8,485 | $422 | 12/31/2023 | TSA Wealth Managment LLC | 8,497 | $422 | 12/31/2023 | SCHR | 8,497 | $422 | 12/31/2023 | Johnson Financial Group LLC | 8,435 | $419 | 12/31/2023 | SCHR | 8,435 | $419 | 12/31/2023 | JMG Financial Group Ltd. | 8,325 | $414 | 12/31/2023 | SCHR | 8,325 | $414 | 12/31/2023 | Leavell Investment Management Inc. | 8,220 | $409 | 12/31/2023 | SCHR | 8,220 | $409 | 12/31/2023 | Great Valley Advisor Group Inc. | 8,145 | $405 | 12/31/2023 | SCHR | 8,145 | $405 | 12/31/2023 | Fisher Asset Management LLC | 7,883 | $392 | 12/31/2023 | SCHR | 7,883 | $392 | 12/31/2023 | Kestra Private Wealth Services LLC | 7,871 | $391 | 12/31/2023 | SCHR | 7,871 | $391 | 12/31/2023 | Bartlett & Co. LLC | 7,683 | $382 | 12/31/2023 | SCHR | 7,683 | $382 | 12/31/2023 | Bartlett & CO. Wealth Management LLC | 7,683 | $382 | 12/31/2023 | SCHR | 7,683 | $382 | 12/31/2023 | SageView Advisory Group LLC | 7,645 | $379 | 12/31/2023 | SCHR | 7,645 | $379 | 12/31/2023 | Moors & Cabot Inc. | 7,519 | $374 | 12/31/2023 | SCHR | 7,519 | $374 | 12/31/2023 | Avantax Advisory Services Inc. | 7,466 | $371 | 12/31/2023 | SCHR | 7,466 | $371 | 12/31/2023 | HBW Advisory Services LLC | 7,304 | $363 | 03/31/2024 | SCHR | 7,304 | $363 | 03/31/2024 | WBH Advisory Inc. | 7,087 | $348 | 03/31/2024 | SCHR | 7,087 | $348 | 03/31/2024 | Spectrum Asset Management Inc. NB CA | 6,980 | $347 | 12/31/2023 | SCHR | 6,980 | $347 | 12/31/2023 | Savant Capital LLC | 6,947 | $345 | 12/31/2023 | SCHR | 6,947 | $345 | 12/31/2023 | Putnam FL Investment Management Co. | 6,750 | $336 | 12/31/2023 | SCHR | 6,750 | $336 | 12/31/2023 | Family Investment Center Inc. | 6,749 | $336 | 12/31/2023 | SCHR | 6,749 | $336 | 12/31/2023 | Greenup Street Wealth Management LLC | 6,640 | $330 | 12/31/2023 | SCHR | 6,640 | $330 | 12/31/2023 | Absolute Capital Management LLC | 6,440 | $320 | 12/31/2023 | SCHR | 6,440 | $320 | 12/31/2023 | Wade Financial Advisory Inc | 6,294 | $313 | 12/31/2023 | SCHR | 6,294 | $313 | 12/31/2023 | Allen Capital Group LLC | 6,136 | $301 | 03/31/2024 | SCHR | 6,136 | $301 | 03/31/2024 | Prime Capital Investment Advisors LLC | 5,902 | $293 | 12/31/2023 | SCHR | 5,902 | $293 | 12/31/2023 | Concord Wealth Partners | 5,850 | $291 | 12/31/2023 | SCHR | 5,850 | $291 | 12/31/2023 | Washington Trust Advisors Inc. | 5,754 | $286 | 12/31/2023 | SCHR | 5,754 | $286 | 12/31/2023 | Headlands Technologies LLC | 5,664 | $282 | 12/31/2023 | SCHR | 5,664 | $282 | 12/31/2023 | Worth Asset Management LLC | 5,638 | $277 | 03/31/2024 | SCHR | 5,638 | $277 | 03/31/2024 | Mutual Advisors LLC | 5,513 | $274 | 12/31/2023 | SCHR | 5,513 | $274 | 12/31/2023 | Savvy Advisors Inc. | 5,353 | $266 | 12/31/2023 | SCHR | 5,353 | $266 | 12/31/2023 | Evanson Asset Management LLC | 5,291 | $260 | 03/31/2024 | SCHR | 5,291 | $260 | 03/31/2024 | Asset Planning Corporation | 5,233 | $260 | 12/31/2023 | SCHR | 5,233 | $260 | 12/31/2023 | Bristlecone Advisors LLC | 5,200 | $259 | 12/31/2023 | SCHR | 5,200 | $259 | 12/31/2023 | Empower Advisory Group LLC | 5,046 | $251 | 12/31/2023 | SCHR | 5,046 | $251 | 12/31/2023 | Farther Finance Advisors LLC | 5,028 | $250 | 12/31/2023 | SCHR | 5,028 | $250 | 12/31/2023 | Andrews Lucia Wealth Management LLC | 5,000 | $249 | 12/31/2023 | SCHR | 5,000 | $249 | 12/31/2023 | Sonoma Private Wealth LLC | 4,965 | $247 | 12/31/2023 | SCHR | 4,965 | $247 | 12/31/2023 | Invst LLC | 4,796 | $236 | 12/31/2023 | SCHR | 4,796 | $236 | 12/31/2023 | Hexagon Capital Partners LLC | 4,783 | $235 | 03/31/2024 | SCHR | 4,783 | $235 | 03/31/2024 | D. B. Root & Company LLC | 4,774 | $234 | 03/31/2024 | SCHR | 4,774 | $234 | 03/31/2024 | International Assets Investment Management LLC | 4,811 | $234 | 03/31/2024 | SCHR | 4,811 | $234 | 03/31/2024 | Alesco Advisors LLC | 4,700 | $234 | 12/31/2023 | SCHR | 4,700 | $234 | 12/31/2023 | Lbmc Investment Advisors LLC | 4,660 | $229 | 03/31/2024 | SCHR | 4,660 | $229 | 03/31/2024 | Concurrent Investment Advisors LLC | 4,608 | $229 | 12/31/2023 | SCHR | 4,608 | $229 | 12/31/2023 | TCI Wealth Advisors Inc. | 4,546 | $226 | 12/31/2023 | SCHR | 4,546 | $226 | 12/31/2023 | AlphaQ Advisors LLC | 4,546 | $226 | 12/31/2023 | SCHR | 4,546 | $226 | 12/31/2023 | Apella Capital LLC | 4,627 | $225 | 03/31/2024 | SCHR | 4,627 | $225 | 03/31/2024 | Buckingham Strategic Partners | 4,512 | $224 | 12/31/2023 | SCHR | 4,512 | $224 | 12/31/2023 | Sigma Planning Corp | 4,444 | $221 | 12/31/2023 | SCHR | 4,444 | $221 | 12/31/2023 | BCS Wealth Management | 4,474 | $219 | 03/31/2024 | SCHR | 4,474 | $219 | 03/31/2024 | Sfmg LLC | 4,168 | $207 | 12/31/2023 | SCHR | 4,168 | $207 | 12/31/2023 | Northwest Wealth Management LLC | 4,137 | $206 | 12/31/2023 | SCHR | 4,137 | $206 | 12/31/2023 | TrinityPoint Wealth LLC | 4,134 | $206 | 12/31/2023 | SCHR | 4,134 | $206 | 12/31/2023 | Adamsbrown Wealth Consultants LLC | 4,134 | $206 | 12/31/2023 | SCHR | 4,134 | $206 | 12/31/2023 | Acropolis Investment Management LLC | 4,062 | $199 | 03/31/2024 | SCHR | 4,062 | $199 | 03/31/2024 | UMB Bank N A MO | 3,818 | $190 | 12/31/2023 | SCHR | 3,818 | $190 | 12/31/2023 | Global Retirement Partners LLC | 3,669 | $182 | 12/31/2023 | SCHR | 3,669 | $182 | 12/31/2023 | Carmichael Hill & Associates Inc. | 3,485 | $173 | 12/31/2023 | SCHR | 3,485 | $173 | 12/31/2023 | Householder Group Estate & Retirement Specialist LLC | 3,490 | $173 | 12/31/2023 | SCHR | 3,490 | $173 | 12/31/2023 | Family Asset Management LLC | 3,163 | $157 | 12/31/2023 | SCHR | 3,163 | $157 | 12/31/2023 | Caitlin John LLC | 3,112 | $155 | 12/31/2023 | SCHR | 3,112 | $155 | 12/31/2023 | ORG Partners LLC | 3,045 | $151 | 12/31/2023 | SCHR | 3,045 | $151 | 12/31/2023 | Advisory Services Network LLC | 2,800 | $139 | 12/31/2023 | SCHR | 2,800 | $139 | 12/31/2023 | NBC Securities Inc. | 2,794 | $137 | 03/31/2024 | SCHR | 2,794 | $137 | 03/31/2024 | NBT Bank N A NY | 2,674 | $133 | 12/31/2023 | SCHR | 2,674 | $133 | 12/31/2023 | Larson Financial Group LLC | 2,634 | $131 | 12/31/2023 | SCHR | 2,634 | $131 | 12/31/2023 | Private Wealth Management Group LLC | 2,613 | $130 | 12/31/2023 | SCHR | 2,613 | $130 | 12/31/2023 | Archer Investment Corp | 2,599 | $129 | 12/31/2023 | SCHR | 2,599 | $129 | 12/31/2023 | Creative Financial Designs Inc. ADV | 2,407 | $120 | 12/31/2023 | SCHR | 2,407 | $120 | 12/31/2023 | US Bancorp DE | 2,372 | $118 | 12/31/2023 | SCHR | 2,372 | $118 | 12/31/2023 | GWM Advisors LLC | 2,041 | $101 | 12/31/2023 | SCHR | 2,041 | $101 | 12/31/2023 | Harbour Investments Inc. | 2,018 | $100 | 12/31/2023 | SCHR | 2,018 | $100 | 12/31/2023 | Huntington National Bank | 1,823 | $91 | 12/31/2023 | SCHR | 1,823 | $91 | 12/31/2023 | Hanson & Doremus Investment Management | 1,785 | $89 | 12/31/2023 | SCHR | 1,785 | $89 | 12/31/2023 | Howe & Rusling Inc. | 1,638 | $81 | 12/31/2023 | SCHR | 1,638 | $81 | 12/31/2023 | Roble Belko & Company Inc | 1,159 | $57 | 03/31/2024 | SCHR | 1,159 | $57 | 03/31/2024 | FMR LLC | 1,152 | $57 | 12/31/2023 | SCHR | 1,152 | $57 | 12/31/2023 | Sandy Spring Bank | 1,107 | $55 | 12/31/2023 | SCHR | 1,107 | $55 | 12/31/2023 | AdvisorNet Financial Inc | 1,048 | $51 | 03/31/2024 | SCHR | 1,048 | $51 | 03/31/2024 | Financial Gravity Asset Management Inc. | 994 | $47 | 12/31/2023 | SCHR | 994 | $47 | 12/31/2023 | Sound Income Strategies LLC | 765 | $38 | 03/31/2024 | SCHR | 765 | $38 | 03/31/2024 | Peachtree Investment Partners LLC | 700 | $35 | 12/31/2023 | SCHR | 700 | $35 | 12/31/2023 | Smartleaf Asset Management LLC | 700 | $35 | 12/31/2023 | SCHR | 700 | $35 | 12/31/2023 | Townsend Asset Management Corp NC ADV | 659 | $33 | 12/31/2023 | SCHR | 659 | $33 | 12/31/2023 | SevenOneSeven Capital Management | 649 | $32 | 12/31/2023 | SCHR | 649 | $32 | 12/31/2023 | MCF Advisors LLC | 532 | $26 | 03/31/2024 | SCHR | 532 | $26 | 03/31/2024 | JFS Wealth Advisors LLC | 500 | $25 | 12/31/2023 | SCHR | 500 | $25 | 12/31/2023 | Albion Financial Group UT | 498 | $24 | 03/31/2024 | SCHR | 498 | $24 | 03/31/2024 | Geneos Wealth Management Inc. | 448 | $22 | 12/31/2023 | SCHR | 448 | $22 | 12/31/2023 | ICA Group Wealth Management LLC | 442 | $22 | 12/31/2023 | SCHR | 442 | $22 | 12/31/2023 | Plante Moran Financial Advisors LLC | 403 | $20 | 12/31/2023 | SCHR | 403 | $20 | 12/31/2023 | Investors Research Corp | 362 | $18 | 12/31/2023 | SCHR | 362 | $18 | 12/31/2023 | Chilton Capital Management LLC | 344 | $17 | 12/31/2023 | SCHR | 344 | $17 | 12/31/2023 | Mather Group LLC. | 236 | $12 | 03/31/2024 | SCHR | 236 | $12 | 03/31/2024 | Montag A & Associates Inc. | 250 | $12 | 12/31/2023 | SCHR | 250 | $12 | 12/31/2023 | Main Street Group LTD | 235 | $12 | 12/31/2023 | SCHR | 235 | $12 | 12/31/2023 | Gradient Investments LLC | 215 | $11 | 12/31/2023 | SCHR | 215 | $11 | 12/31/2023 | IFP Advisors Inc | 224 | $11 | 12/31/2023 | SCHR | 224 | $11 | 12/31/2023 | Bradley & Co. Private Wealth Management LLC | 216 | $11 | 12/31/2023 | SCHR | 216 | $11 | 12/31/2023 | Pin Oak Investment Advisors Inc. | 200 | $10 | 12/31/2023 | SCHR | 200 | $10 | 12/31/2023 | Citadel Advisors LLC | | $10 | 12/31/2023 | Call | 3,300 | $164 | 12/31/2023 | Put | 3,100 | $154 | 12/31/2023 | Capital Investment Advisory Services LLC | 203 | $10 | 12/31/2023 | SCHR | 203 | $10 | 12/31/2023 | Coastal Investment Advisors Inc. | 175 | $9 | 03/31/2024 | SCHR | 175 | $9 | 03/31/2024 | Hallmark Capital Management Inc. | 173 | $9 | 12/31/2023 | SCHR | 173 | $9 | 12/31/2023 | Kozak & Associates Inc. | 167 | $8 | 12/31/2023 | SCHR | 167 | $8 | 12/31/2023 | Wiser Advisor Group LLC | 163 | $8 | 12/31/2023 | SCHR | 163 | $8 | 12/31/2023 | Friedenthal Financial | 131 | $7 | 12/31/2023 | SCHR | 131 | $7 | 12/31/2023 | Front Row Advisors LLC | 150 | $7 | 12/31/2023 | SCHR | 150 | $7 | 12/31/2023 | Tower Research Capital LLC TRC | 130 | $6 | 12/31/2023 | SCHR | 130 | $6 | 12/31/2023 | Life Planning Partners Inc | 130 | $6 | 12/31/2023 | SCHR | 130 | $6 | 12/31/2023 | Coston McIsaac & Partners | 92 | $5 | 03/31/2024 | SCHR | 92 | $5 | 03/31/2024 | Steward Partners Investment Advisory LLC | 95 | $5 | 12/31/2023 | SCHR | 95 | $5 | 12/31/2023 | Cape Investment Advisory Inc. | 105 | $5 | 12/31/2023 | SCHR | 105 | $5 | 12/31/2023 | Pacifica Partners Inc. | 90 | $4 | 03/31/2024 | SCHR | 90 | $4 | 03/31/2024 | Whittier Trust Co. of Nevada Inc. | 79 | $4 | 12/31/2023 | SCHR | 79 | $4 | 12/31/2023 | AlphaCore Capital LLC | 72 | $4 | 12/31/2023 | SCHR | 72 | $4 | 12/31/2023 | Eagle Bay Advisors LLC | 90 | $4 | 12/31/2023 | SCHR | 90 | $4 | 12/31/2023 | Atlantic Edge Private Wealth Management LLC | 72 | $4 | 12/31/2023 | SCHR | 72 | $4 | 12/31/2023 | Armstrong Advisory Group Inc. | 60 | $3 | 03/31/2024 | SCHR | 60 | $3 | 03/31/2024 | Element Wealth LLC | 59 | $3 | 12/31/2023 | SCHR | 59 | $3 | 12/31/2023 | Financial Management Professionals Inc. | 33 | $2 | 03/31/2024 | SCHR | 33 | $2 | 03/31/2024 | Atticus Wealth Management LLC | 37 | $2 | 03/31/2024 | SCHR | 37 | $2 | 03/31/2024 | Signature Resources Capital Management LLC | 31 | $2 | 03/31/2024 | SCHR | 31 | $2 | 03/31/2024 | GeoWealth Management LLC | 38 | $2 | 12/31/2023 | SCHR | 38 | $2 | 12/31/2023 | Bellevue Asset Management LLC | 43 | $2 | 12/31/2023 | SCHR | 43 | $2 | 12/31/2023 | Key Financial Inc | 49 | $2 | 12/31/2023 | SCHR | 49 | $2 | 12/31/2023 | Able Wealth Management LLC | 39 | $2 | 12/31/2023 | SCHR | 39 | $2 | 12/31/2023 | Caldwell Sutter Capital Inc. | 11 | $1 | 03/31/2024 | SCHR | 11 | $1 | 03/31/2024 | Thompson Investment Management Inc. | 23 | $1 | 03/31/2024 | SCHR | 23 | $1 | 03/31/2024 | Morris Financial Concepts Inc. | 29 | $1 | 03/31/2024 | SCHR | 29 | $1 | 03/31/2024 | Versant Capital Management Inc | 18 | $1 | 03/31/2024 | SCHR | 18 | $1 | 03/31/2024 | Pflug Koory LLC | 16 | $1 | 03/31/2024 | SCHR | 16 | $1 | 03/31/2024 | First Manhattan Co. | 20 | $1 | 12/31/2023 | SCHR | 20 | $1 | 12/31/2023 | Citigroup Inc. | 20 | $1 | 12/31/2023 | SCHR | 20 | $1 | 12/31/2023 | Signaturefd LLC | 11 | $1 | 12/31/2023 | SCHR | 11 | $1 | 12/31/2023 | Anchor Investment Management LLC | 26 | $1 | 12/31/2023 | SCHR | 26 | $1 | 12/31/2023 | Wagner Wealth Management LLC | 16 | $1 | 12/31/2023 | SCHR | 16 | $1 | 12/31/2023 | Lindbrook Capital LLC | 14 | $1 | 12/31/2023 | SCHR | 14 | $1 | 12/31/2023 | Avion Wealth | 18 | $1 | 12/31/2023 | SCHR | 18 | $1 | 12/31/2023 | NWK Group Inc. | 11 | $1 | 12/31/2023 | SCHR | 11 | $1 | 12/31/2023 | Sage Mountain Advisors LLC | 13 | $1 | 12/31/2023 | SCHR | 13 | $1 | 12/31/2023 | Tucker Asset Management LLC | 15 | $1 | 12/31/2023 | SCHR | 15 | $1 | 12/31/2023 | Abich Financial Wealth Management LLC | 18 | $1 | 12/31/2023 | SCHR | 18 | $1 | 12/31/2023 | Global Wealth Strategies & Associates | 10 | $0 | 03/31/2024 | SCHR | 10 | $0 | 03/31/2024 | Transamerica Financial Advisors Inc. | 1 | $0 | 12/31/2023 | SCHR | 1 | $0 | 12/31/2023 | Baystate Wealth Management LLC | 1 | $0 | 12/31/2023 | SCHR | 1 | $0 | 12/31/2023 | Focused Wealth Management Inc | 6 | $0 | 12/31/2023 | SCHR | 6 | $0 | 12/31/2023 | Financial Advisory Service Inc. | 9 | $0 | 12/31/2023 | SCHR | 9 | $0 | 12/31/2023 | Aptus Capital Advisors LLC | 5 | $0 | 12/31/2023 | SCHR | 5 | $0 | 12/31/2023 | Silicon Valley Capital Partners | 1 | $0 | 12/31/2023 | SCHR | 1 | $0 | 12/31/2023 | GPS Wealth Strategies Group LLC | 9 | $0 | 12/31/2023 | SCHR | 9 | $0 | 12/31/2023 | Rice Partnership LLC | 7 | $0 | 12/31/2023 | SCHR | 7 | $0 | 12/31/2023 | Rosenberg Matthew Hamilton | 8 | $0 | 12/31/2023 | SCHR | 8 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SCHR
See Details: Top 10 Hedge Funds Holding SCHR
Also See: SCHR Holdings Changes
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