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Funds Holding SCHY

On this page, we present all of the funds holding SCHY from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SCHY, with a link to that fund's top holdings. The next columns indicate the amount of SCHY stock held by each of the funds holding SCHY, followed by the SCHY position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 102 funds holding SCHY within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Cresset Asset Management LLC. For more details on the positions held by Cresset Asset Management LLC (or by any of the other funds holding SCHY), click the fund name in the "Holder" column of the funds-holding-SCHY table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Cresset Asset Management LLC1,677,467$41,249 12/31/2023
     SCHY1,677,467$41,249 12/31/2023
Jane Street Group LLC1,222,887$30,071 12/31/2023
     SCHY1,222,887$30,071 12/31/2023
Charles Schwab Investment Management Inc.1,082,918$26,629 12/31/2023
     SCHY1,082,918$26,629 12/31/2023
Summit Asset Management LLC742,336$18,254 12/31/2023
     SCHY742,336$18,254 12/31/2023
Kohmann Bosshard Financial Services LLC514,548$12,483 03/31/2024
     SCHY514,548$12,483 03/31/2024
Souders Financial Advisors485,950$11,950 12/31/2023
     SCHY485,950$11,950 12/31/2023
Principle Wealth Partners LLC349,986$8,491 03/31/2024
     SCHY349,986$8,491 03/31/2024
Simplex Trading LLC $6,480 03/31/2024
     Call139,500$10,803 03/31/2024
     Put57,600$4,327 03/31/2024
     SCHY174$4 03/31/2024
Advisor Group Holdings Inc.228,533$5,620 12/31/2023
     SCHY228,533$5,620 12/31/2023
Tradition Wealth Management LLC205,409$5,051 12/31/2023
     SCHY205,409$5,051 12/31/2023
Stifel Financial Corp201,020$4,943 12/31/2023
     SCHY201,020$4,943 12/31/2023
LPL Financial LLC194,892$4,792 12/31/2023
     SCHY194,892$4,792 12/31/2023
HighTower Advisors LLC187,371$4,605 12/31/2023
     SCHY187,371$4,605 12/31/2023
Integrated Wealth Concepts LLC182,600$4,490 12/31/2023
     SCHY182,600$4,490 12/31/2023
Asset Advisors Investment Management LLC181,730$4,469 12/31/2023
     SCHY181,730$4,469 12/31/2023
First Merchants Corp182,234$4,419 03/31/2024
     SCHY182,234$4,419 03/31/2024
Charles Schwab Trust Co179,787$4,362 03/31/2024
     SCHY179,787$4,362 03/31/2024
Citadel Advisors LLC172,959$4,253 12/31/2023
     SCHY172,959$4,253 12/31/2023
Bank of America Corp DE137,307$3,376 12/31/2023
     SCHY137,307$3,376 12/31/2023
Northwestern Mutual Wealth Management Co.134,510$3,308 12/31/2023
     SCHY134,510$3,308 12/31/2023
Carolinas Wealth Consulting LLC125,189$3,078 12/31/2023
     SCHY125,189$3,078 12/31/2023
Pathstone Holdings LLC124,368$3,058 12/31/2023
     SCHY124,368$3,058 12/31/2023
ProVise Management Group LLC122,980$3,024 12/31/2023
     SCHY122,980$3,024 12/31/2023
Iron Financial LLC114,507$2,778 03/31/2024
     SCHY114,507$2,778 03/31/2024
Red Mountain Financial LLC98,056$2,411 12/31/2023
     SCHY98,056$2,411 12/31/2023
Exencial Wealth Advisors LLC96,031$2,361 12/31/2023
     SCHY96,031$2,361 12/31/2023
Warren Averett Asset Management LLC94,072$2,313 12/31/2023
     SCHY94,072$2,313 12/31/2023
Cambridge Investment Research Advisors Inc.93,093$2,258 03/31/2024
     SCHY93,093$2,258 03/31/2024
LongView Wealth Management90,661$2,199 03/31/2024
     SCHY90,661$2,199 03/31/2024
Wsfs Capital Management LLC88,504$2,176 12/31/2023
     SCHY88,504$2,176 12/31/2023
Redhawk Wealth Advisors Inc.84,220$2,071 12/31/2023
     SCHY84,220$2,071 12/31/2023
OLD Mission Capital LLC76,146$1,872 12/31/2023
     SCHY76,146$1,872 12/31/2023
Noble Family Wealth LLC74,632$1,811 03/31/2024
     SCHY74,632$1,811 03/31/2024
MAI Capital Management73,585$1,809 12/31/2023
     SCHY73,585$1,809 12/31/2023
Commonwealth Equity Services LLC73,843$1,791 03/31/2024
     SCHY73,843$1,791 03/31/2024
West Oak Capital LLC64,218$1,558 03/31/2024
     SCHY64,218$1,558 03/31/2024
Sowell Financial Services LLC62,818$1,545 12/31/2023
     SCHY62,818$1,545 12/31/2023
Mutual Advisors LLC59,543$1,464 12/31/2023
     SCHY59,543$1,464 12/31/2023
Wealth Enhancement Advisory Services LLC56,426$1,369 03/31/2024
     SCHY56,426$1,369 03/31/2024
Vanguard Group Inc.42,807$1,053 12/31/2023
     SCHY42,807$1,053 12/31/2023
Lodestar Private Asset Management LLC40,697$987 03/31/2024
     SCHY40,697$987 03/31/2024
Spinnaker Investment Group LLC39,860$967 03/31/2024
     SCHY39,860$967 03/31/2024
Cahill Financial Advisors Inc.39,300$966 12/31/2023
     SCHY39,300$966 12/31/2023
D Orazio & Associates Inc.38,108$937 12/31/2023
     SCHY38,108$937 12/31/2023
Wedmont Private Capital38,305$924 03/31/2024
     SCHY38,305$924 03/31/2024
Strategic Investment Solutions Inc. IL36,569$899 12/31/2023
     SCHY36,569$899 12/31/2023
CAP Partners LLC36,395$883 03/31/2024
     SCHY36,395$883 03/31/2024
Envestnet Asset Management Inc.34,299$843 12/31/2023
     SCHY34,299$843 12/31/2023
Raymond James & Associates33,163$805 03/31/2024
     SCHY33,163$805 03/31/2024
Cowa LLC31,096$765 12/31/2023
     SCHY31,096$765 12/31/2023
Hamel Associates Inc.30,000$728 03/31/2024
     SCHY30,000$728 03/31/2024
STA Wealth Management LLC27,047$665 12/31/2023
     SCHY27,047$665 12/31/2023
Cape Investment Advisory Inc.26,507$652 12/31/2023
     SCHY26,507$652 12/31/2023
MML Investors Services LLC26,447$650 12/31/2023
     SCHY26,447$650 12/31/2023
Per Stirling Capital Management LLC.25,444$626 12/31/2023
     SCHY25,444$626 12/31/2023
Sontag Advisory LLC24,375$599 12/31/2023
     SCHY24,375$599 12/31/2023
Peapack Gladstone Financial Corp23,000$566 12/31/2023
     SCHY23,000$566 12/31/2023
Acorn Wealth Advisors LLC22,287$541 03/31/2024
     SCHY22,287$541 03/31/2024
Kestra Advisory Services LLC21,735$534 12/31/2023
     SCHY21,735$534 12/31/2023
CVA Family Office LLC21,574$523 03/31/2024
     SCHY21,574$523 03/31/2024
Cerity Partners LLC20,870$513 12/31/2023
     SCHY20,870$513 12/31/2023
Axxcess Wealth Management LLC20,752$510 12/31/2023
     SCHY20,752$510 12/31/2023
Susquehanna International Group LLP19,989$492 12/31/2023
     SCHY19,989$492 12/31/2023
JPMorgan Chase & Co.19,449$478 12/31/2023
     SCHY19,449$478 12/31/2023
Myecfo LLC18,252$443 03/31/2024
     SCHY18,252$443 03/31/2024
Sharkey Howes & Javer17,686$429 03/31/2024
     SCHY17,686$429 03/31/2024
Clarity Capital Advisors LLC15,550$377 03/31/2024
     SCHY15,550$377 03/31/2024
Royal Bank of Canada15,243$376 12/31/2023
     SCHY15,243$376 12/31/2023
Principal Securities Inc.12,831$316 12/31/2023
     SCHY12,831$316 12/31/2023
Vawter Financial Ltd.12,582$309 12/31/2023
     SCHY12,582$309 12/31/2023
Asset Management Group Inc.12,033$296 12/31/2023
     SCHY12,033$296 12/31/2023
Collaborative Wealth Managment Inc.11,960$294 12/31/2023
     SCHY11,960$294 12/31/2023
Cambridge Advisors Inc.11,300$274 03/31/2024
     SCHY11,300$274 03/31/2024
Avantax Advisory Services Inc.11,050$272 12/31/2023
     SCHY11,050$272 12/31/2023
Brogan Financial Inc.10,820$266 12/31/2023
     SCHY10,820$266 12/31/2023
Balboa Wealth Partners9,939$244 12/31/2023
     SCHY9,939$244 12/31/2023
Canvas Wealth Advisors LLC10,355$241 03/31/2024
     SCHY10,355$241 03/31/2024
Mariner LLC9,601$236 12/31/2023
     SCHY9,601$236 12/31/2023
Park Avenue Securities LLC9,369$227 03/31/2024
     SCHY9,369$227 03/31/2024
Oppenheimer Asset Management Inc.8,242$203 12/31/2023
     SCHY8,242$203 12/31/2023
Milestone Investment Advisors LLC7,333$180 12/31/2023
     SCHY7,333$180 12/31/2023
Advisory Services Network LLC5,705$140 12/31/2023
     SCHY5,705$140 12/31/2023
Bruce G. Allen Investments LLC4,714$114 03/31/2024
     SCHY4,714$114 03/31/2024
Morgan Stanley4,614$113 12/31/2023
     SCHY4,614$113 12/31/2023
Bogart Wealth LLC4,200$102 03/31/2024
     SCHY4,200$102 03/31/2024
Parkside Financial Bank & Trust4,000$98 12/31/2023
     SCHY4,000$98 12/31/2023
GWM Advisors LLC3,423$84 12/31/2023
     SCHY3,423$84 12/31/2023
UBS Group AG3,384$83 12/31/2023
     SCHY3,384$83 12/31/2023
Anchor Investment Management LLC2,299$57 12/31/2023
     SCHY2,299$57 12/31/2023
AdvisorNet Financial Inc1,818$44 03/31/2024
     SCHY1,818$44 03/31/2024
Scarborough Advisors LLC1,659$41 12/31/2023
     SCHY1,659$41 12/31/2023
Allworth Financial LP1,650$40 03/31/2024
     SCHY1,650$40 03/31/2024
Caldwell Sutter Capital Inc.1,294$31 03/31/2024
     SCHY1,294$31 03/31/2024
Sandy Spring Bank1,270$31 12/31/2023
     SCHY1,270$31 12/31/2023
C M Bidwell & Associates Ltd.960$24 12/31/2023
     SCHY960$24 12/31/2023
Providence Capital Advisors LLC985$24 12/31/2023
     SCHY985$24 12/31/2023
FMR LLC746$18 12/31/2023
     SCHY746$18 12/31/2023
Capital Investment Advisory Services LLC200$5 03/31/2024
     SCHY200$5 03/31/2024
Main Street Group LTD208$5 12/31/2023
     SCHY208$5 12/31/2023
Aptus Capital Advisors LLC145$4 12/31/2023
     SCHY145$4 12/31/2023
Guardian Wealth Advisors LLC NC145$4 12/31/2023
     SCHY145$4 12/31/2023
AlphaMark Advisors LLC125$3 03/31/2024
     SCHY125$3 03/31/2024
Proequities Inc.0$0 12/31/2023
     SCHY0$0 12/31/2023

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

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