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|
|
This page summarizes the SCHG holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether SCHG is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing SCHG Share Count |
|---|
| Richardson Capital Management LLC |
75 |
251,479 |
+251,404 |
+335205.33% |
| Advance Capital Management Inc. |
5,731 |
492,871 |
+487,140 |
+8500.09% |
| Private Trust Co. NA |
70 |
2,092 |
+2,022 |
+2888.57% |
| First Horizon Advisors Inc. |
135 |
1,390 |
+1,255 |
+929.63% |
| Mission Wealth Management LP |
6,752 |
67,808 |
+61,056 |
+904.27% |
| Win Advisors Inc. |
16,728 |
117,538 |
+100,810 |
+602.64% |
| Retirement Group LLC |
3,791 |
20,393 |
+16,602 |
+437.93% |
| HTLF Bank |
2,411 |
11,258 |
+8,847 |
+366.94% |
| Park Place Capital Corp |
10,791 |
38,403 |
+27,612 |
+255.88% |
| Revisor Wealth Management LLC |
11,800 |
31,028 |
+19,228 |
+162.95% |
| BLB&B Advisors LLC |
60,891 |
136,331 |
+75,440 |
+123.89% |
| Dumont & Blake Investment Advisors LLC |
2,982 |
6,351 |
+3,369 |
+112.98% |
| Macroview Investment Management LLC |
10,326 |
20,993 |
+10,667 |
+103.30% |
| Threadgill Financial LLC |
93,655 |
186,780 |
+93,125 |
+99.43% |
| Bellevue Asset Management LLC |
1,499 |
2,825 |
+1,326 |
+88.46% |
| Schmidt P J Investment Management Inc. |
7,399 |
13,435 |
+6,036 |
+81.58% |
| Cary Street Partners Asset Management LLC |
4,258 |
7,426 |
+3,168 |
+74.40% |
| Financial Sense Advisors Inc. |
4,704 |
7,432 |
+2,728 |
+57.99% |
| Aurora Private Wealth Inc. |
4,994 |
7,884 |
+2,890 |
+57.87% |
| Ferguson Wellman Capital Management Inc. |
7,386 |
11,306 |
+3,920 |
+53.07% |
| Conning Inc. |
101,754 |
152,752 |
+50,998 |
+50.12% |
| Sage Mountain Advisors LLC |
14,450 |
21,581 |
+7,131 |
+49.35% |
| Bridge Advisory LLC |
30,482 |
45,260 |
+14,778 |
+48.48% |
| Capital Advisors Inc. OK |
4,200 |
6,111 |
+1,911 |
+45.50% |
| Keel Point LLC |
8,316 |
11,873 |
+3,557 |
+42.77% |
| Acorn Wealth Advisors LLC |
6,338 |
8,989 |
+2,651 |
+41.83% |
| FirstPurpose Wealth LLC |
2,644 |
3,744 |
+1,100 |
+41.60% |
| Fiduciary Alliance LLC |
48,460 |
68,607 |
+20,147 |
+41.57% |
| American Financial Advisors LLC |
2,854 |
3,820 |
+966 |
+33.85% |
| D. B. Root & Company LLC |
27,079 |
35,944 |
+8,865 |
+32.74% |
| Thompson Investment Management Inc. |
391 |
517 |
+126 |
+32.23% |
| Compass Financial Group INC SD |
25,062 |
32,865 |
+7,803 |
+31.13% |
| Madison Wealth Partners Inc |
11,571 |
14,675 |
+3,104 |
+26.83% |
| Gradient Investments LLC |
2,097 |
2,624 |
+527 |
+25.13% |
| Whitaker Myers Wealth Managers LTD. |
9,389 |
11,367 |
+1,978 |
+21.07% |
| Murphy Middleton Hinkle & Parker Inc. |
44,958 |
53,809 |
+8,851 |
+19.69% |
| Eagle Capital Management LLC LA |
40,951 |
48,471 |
+7,520 |
+18.36% |
| Chicago Partners Investment Group LLC |
49,418 |
58,259 |
+8,841 |
+17.89% |
| Ritholtz Wealth Management |
4,608 |
5,418 |
+810 |
+17.58% |
| JNBA Financial Advisors |
609 |
711 |
+102 |
+16.75% |
| Founders Financial Securities LLC |
28,439 |
32,885 |
+4,446 |
+15.63% |
| Santori & Peters Inc. |
20,116 |
23,244 |
+3,128 |
+15.55% |
| Cambridge Investment Research Advisors Inc. |
467,010 |
539,438 |
+72,428 |
+15.51% |
| Arthur M. Cohen & Associates LLC |
9,250 |
10,670 |
+1,420 |
+15.35% |
| Donaldson Capital Management LLC |
41,202 |
47,156 |
+5,954 |
+14.45% |
| Eudaimonia Partners LLC |
65,970 |
75,395 |
+9,425 |
+14.29% |
| Jamison Private Wealth Management Inc. |
914 |
1,044 |
+130 |
+14.22% |
| Everett Harris & Co. CA |
4,335 |
4,950 |
+615 |
+14.19% |
| Retirement Guys Formula LLC |
125,971 |
143,283 |
+17,312 |
+13.74% |
| Charles Schwab Trust Co |
291,185 |
327,431 |
+36,246 |
+12.45% |
| Garrett Investment Advisors LLC |
6,544 |
7,344 |
+800 |
+12.22% |
| Delta Financial Group Inc. |
5,406 |
6,065 |
+659 |
+12.19% |
| Raymond James Financial Services Advisors Inc. |
3,222,090 |
3,600,863 |
+378,773 |
+11.76% |
| Banque Cantonale Vaudoise |
6,087 |
6,784 |
+697 |
+11.45% |
| Eudaimonia Advisors LLC |
37,612 |
41,548 |
+3,936 |
+10.46% |
| Wagner Wealth Management LLC |
87 |
96 |
+9 |
+10.34% |
| Cooper Financial Group |
28,222 |
31,126 |
+2,904 |
+10.29% |
| Strategic Blueprint LLC |
291,017 |
320,205 |
+29,188 |
+10.03% |
| Archford Capital Strategies LLC |
49,836 |
54,789 |
+4,953 |
+9.94% |
| CWM LLC |
1,553,099 |
1,705,477 |
+152,378 |
+9.81% |
| YHB Investment Advisors Inc. |
102,898 |
112,892 |
+9,994 |
+9.71% |
| Wealthcare Advisory Partners LLC |
15,259 |
16,664 |
+1,405 |
+9.21% |
| Madison Park Capital Advisors LLC |
7,601 |
8,296 |
+695 |
+9.14% |
| CVA Family Office LLC |
17,028 |
18,581 |
+1,553 |
+9.12% |
| Warner Financial Inc. |
57,761 |
62,864 |
+5,103 |
+8.83% |
| Glass Jacobson Investment Advisors llc |
20,915 |
22,717 |
+1,802 |
+8.62% |
| Cornerstone Wealth Management LLC |
17,393 |
18,887 |
+1,494 |
+8.59% |
| Guardian Financial Partners LLC |
28,076 |
30,485 |
+2,409 |
+8.58% |
| RHS Financial LLC |
15,293 |
16,603 |
+1,310 |
+8.57% |
| Liberty Capital Management Inc. |
39,745 |
43,022 |
+3,277 |
+8.25% |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors |
18,580 |
20,088 |
+1,508 |
+8.12% |
| Fingerlakes Wealth Management Inc. |
21,010 |
22,592 |
+1,582 |
+7.53% |
| Midwest Financial Group LLC |
7,275 |
7,812 |
+537 |
+7.38% |
| Financial Consulate Inc. |
4,739 |
5,088 |
+349 |
+7.36% |
| Von Berge Wealth Management Group LLC |
51,683 |
55,471 |
+3,788 |
+7.33% |
| Dechtman Wealth Management LLC |
472,648 |
507,288 |
+34,640 |
+7.33% |
| Leeward Financial Partners LLC |
81,579 |
87,463 |
+5,884 |
+7.21% |
| Valeo Financial Advisors LLC |
10,904 |
11,674 |
+770 |
+7.06% |
| Silverlake Wealth Management LLC |
36,447 |
38,977 |
+2,530 |
+6.94% |
| First National Bank Sioux Falls |
42,198 |
45,124 |
+2,926 |
+6.93% |
| Visionary Horizons LLC |
217,371 |
232,419 |
+15,048 |
+6.92% |
| LongView Wealth Management |
31,124 |
33,237 |
+2,113 |
+6.79% |
| Pinnacle Financial Partners Inc. |
5,509 |
5,868 |
+359 |
+6.52% |
| WealthCare Investment Partners LLC |
4,552 |
4,843 |
+291 |
+6.39% |
| Leavell Investment Management Inc. |
23,955 |
25,423 |
+1,468 |
+6.13% |
| GenWealth Group Inc. |
28,870 |
30,629 |
+1,759 |
+6.09% |
| Grant GrossMendelsohn LLC |
37,226 |
39,492 |
+2,266 |
+6.09% |
| Dakota Wealth Management |
40,851 |
43,317 |
+2,466 |
+6.04% |
| Signet Investment Advisory Group Inc. |
16,354 |
17,313 |
+959 |
+5.86% |
| Total Investment Management Inc. |
6,038 |
6,380 |
+342 |
+5.66% |
| Crescent Sterling Ltd. |
19,463 |
20,534 |
+1,071 |
+5.50% |
| CRA Financial Services LLC |
219,195 |
230,773 |
+11,578 |
+5.28% |
| Unique Wealth LLC |
320,363 |
337,018 |
+16,655 |
+5.20% |
| Spire Wealth Management |
6,730 |
7,058 |
+328 |
+4.87% |
| McAdam LLC |
1,678,308 |
1,757,045 |
+78,737 |
+4.69% |
| Ignite Planners LLC |
213,338 |
222,627 |
+9,289 |
+4.35% |
| Columbia Advisory Partners LLC |
41,960 |
43,783 |
+1,823 |
+4.34% |
| Ackerman Capital Advisors LLC |
165,578 |
172,549 |
+6,971 |
+4.21% |
| Woodmont Investment Counsel LLC |
8,934 |
9,296 |
+362 |
+4.05% |
| Capital Advisors Wealth Management LLC |
6,143 |
6,383 |
+240 |
+3.91% |
| Raymond James & Associates |
248,991 |
258,349 |
+9,358 |
+3.76% |
| Lodestar Private Asset Management LLC |
20,066 |
20,808 |
+742 |
+3.70% |
| Annex Advisory Services LLC |
3,612 |
3,745 |
+133 |
+3.68% |
| TriaGen Wealth Management LLC |
90,092 |
93,235 |
+3,143 |
+3.49% |
| Ausdal Financial Partners Inc. |
145,670 |
150,718 |
+5,048 |
+3.47% |
| Richard P Slaughter Associates Inc |
2,728 |
2,822 |
+94 |
+3.45% |
| Benjamin F. Edwards & Company Inc. |
55,787 |
57,683 |
+1,896 |
+3.40% |
| Powers Advisory Group LLC |
59,544 |
61,570 |
+2,026 |
+3.40% |
| DHJJ Financial Advisors Ltd. |
82,447 |
85,206 |
+2,759 |
+3.35% |
| Valley National Advisers Inc. |
214,475 |
221,361 |
+6,886 |
+3.21% |
| Commonwealth Equity Services LLC |
839,204 |
865,875 |
+26,671 |
+3.18% |
| JJJ Advisors Inc. |
16,092 |
16,598 |
+506 |
+3.14% |
| Townsend Asset Management Corp NC ADV |
32,195 |
33,184 |
+989 |
+3.07% |
| Private Ocean LLC |
2,575 |
2,652 |
+77 |
+2.99% |
| Park Avenue Securities LLC |
299,024 |
307,502 |
+8,478 |
+2.84% |
| Panoramic Investment Advisors LLC |
34,437 |
35,385 |
+948 |
+2.75% |
| Pallas Capital Advisors LLC |
29,229 |
29,968 |
+739 |
+2.53% |
| Raymond James Trust N.A. |
10,318 |
10,576 |
+258 |
+2.50% |
| Rainey & Randall Investment Management Inc. |
536,718 |
549,855 |
+13,137 |
+2.45% |
| Brown Advisory Inc. |
10,201 |
10,447 |
+246 |
+2.41% |
| Apexium Financial LP |
138,778 |
142,029 |
+3,251 |
+2.34% |
| Lakeridge Wealth Management LLC |
5,645 |
5,775 |
+130 |
+2.30% |
| Legacy Financial Strategies LLC |
661,542 |
675,999 |
+14,457 |
+2.19% |
| Financial Management Professionals Inc. |
493,176 |
503,948 |
+10,772 |
+2.18% |
| Heirloom Wealth Management |
28,210 |
28,822 |
+612 |
+2.17% |
| Grimes & Company Inc. |
2,573 |
2,626 |
+53 |
+2.06% |
| RBA Wealth Management LLC |
5,320 |
5,425 |
+105 |
+1.97% |
| Zimmermann Investment Management & Planning LLC |
24,204 |
24,662 |
+458 |
+1.89% |
| Perigon Wealth Management LLC |
274,346 |
279,499 |
+5,153 |
+1.88% |
| Royal Fund Management LLC |
71,125 |
72,439 |
+1,314 |
+1.85% |
| SeaCrest Wealth Management LLC |
106,094 |
108,027 |
+1,933 |
+1.82% |
| Whitener Capital Management Inc. |
6,238 |
6,351 |
+113 |
+1.81% |
| Aprio Wealth Management LLC |
9,290 |
9,458 |
+168 |
+1.81% |
| MeadowBrook Investment Advisors LLC |
306 |
311 |
+5 |
+1.63% |
| Retirement Planning Group |
31,745 |
32,217 |
+472 |
+1.49% |
| Westbourne Investment Advisors Inc. |
42,525 |
43,106 |
+581 |
+1.37% |
| Capital Planning LLC |
285,134 |
289,005 |
+3,871 |
+1.36% |
| Arbor Trust Wealth Advisors LLC |
89,966 |
91,165 |
+1,199 |
+1.33% |
| Toth Financial Advisory Corp |
953 |
965 |
+12 |
+1.26% |
| Nadler Financial Group Inc. |
466,243 |
471,911 |
+5,668 |
+1.22% |
| Scott Capital Advisors LLC |
21,719 |
21,965 |
+246 |
+1.13% |
| Advocate Group LLC |
2,857 |
2,888 |
+31 |
+1.09% |
| Members Advisory Group LLC |
129,215 |
130,572 |
+1,357 |
+1.05% |
| John W. Brooker & Co. CPAs |
70,028 |
70,757 |
+729 |
+1.04% |
| Clay Northam Wealth Management LLC |
124,334 |
125,611 |
+1,277 |
+1.03% |
| Mainsail Financial Group LLC |
71,396 |
72,123 |
+727 |
+1.02% |
| Dynamic Advisor Solutions LLC |
83,023 |
83,785 |
+762 |
+0.92% |
| Consolidated Portfolio Review Corp |
33,144 |
33,448 |
+304 |
+0.92% |
| Cedar Brook Financial Partners LLC |
8,008 |
8,079 |
+71 |
+0.89% |
| J.W. Cole Advisors Inc. |
63,206 |
63,763 |
+557 |
+0.88% |
| Segment Wealth Management LLC |
14,352 |
14,478 |
+126 |
+0.88% |
| Aurum Wealth Management Group LLC |
4,548 |
4,588 |
+40 |
+0.88% |
| Financial Synergies Wealth Advisors Inc. |
322,324 |
324,580 |
+2,256 |
+0.70% |
| GHP Investment Advisors Inc. |
360,530 |
362,860 |
+2,330 |
+0.65% |
| Cambridge Advisors Inc. |
63,487 |
63,846 |
+359 |
+0.57% |
| Pennsylvania Capital Management Inc. ADV |
5,329 |
5,359 |
+30 |
+0.56% |
| Revolve Wealth Partners LLC |
118,395 |
119,012 |
+617 |
+0.52% |
| Smith Anglin Financial LLC |
47,537 |
47,778 |
+241 |
+0.51% |
| Optimum Investment Advisors |
218 |
219 |
+1 |
+0.46% |
| Congress Wealth Management LLC DE |
30,639 |
30,768 |
+129 |
+0.42% |
| Fountainhead AM LLC |
232,898 |
233,799 |
+901 |
+0.39% |
| Sovereign Financial Group Inc. |
11,421 |
11,463 |
+42 |
+0.37% |
| Gillespie Robinson & Grimm Inc. |
5,597 |
5,617 |
+20 |
+0.36% |
| Sequoia Financial Advisors LLC |
141,715 |
142,199 |
+484 |
+0.34% |
| Capital Investment Advisory Services LLC |
14,816 |
14,864 |
+48 |
+0.32% |
| Christopher J. Hasenberg Inc |
59,981 |
60,174 |
+193 |
+0.32% |
| BEAM Asset Management LLC |
5,828 |
5,841 |
+13 |
+0.22% |
| GPS Wealth Strategies Group LLC |
643 |
644 |
+1 |
+0.16% |
| Robinson Smith Wealth Advisors LLC |
17,226 |
17,253 |
+27 |
+0.16% |
| Atlas Brown Inc. |
2,610 |
2,614 |
+4 |
+0.15% |
| Mayfair Advisory Group LLC |
52,348 |
52,428 |
+80 |
+0.15% |
| SOA Wealth Advisors LLC. |
3,426 |
3,431 |
+5 |
+0.15% |
| Cutter & CO Brokerage Inc. |
10,490 |
10,505 |
+15 |
+0.14% |
| Flagship Harbor Advisors LLC |
4,422 |
4,428 |
+6 |
+0.14% |
| Clarity Capital Advisors LLC |
7,218 |
7,228 |
+10 |
+0.14% |
| Aspen Investment Management Inc |
2,518 |
2,521 |
+3 |
+0.12% |
| Adviser Investments LLC |
9,419 |
9,430 |
+11 |
+0.12% |
| Grandview Asset Management LLC |
2,519 |
2,522 |
+3 |
+0.12% |
| First Pacific Financial |
2,519 |
2,522 |
+3 |
+0.12% |
| Hazlett Burt & Watson Inc. |
4,097 |
4,101 |
+4 |
+0.10% |
| BCS Wealth Management |
11,909 |
11,921 |
+12 |
+0.10% |
| Moneywise Inc. |
4,299 |
4,303 |
+4 |
+0.09% |
| Vista Wealth Management Group LLC |
7,134 |
7,140 |
+6 |
+0.08% |
| Global Strategic Investment Solutions LLC |
181,036 |
181,161 |
+125 |
+0.07% |
| Bristlecone Advisors LLC |
20,364 |
20,376 |
+12 |
+0.06% |
| Northwest Capital Management Inc |
6,635 |
6,639 |
+4 |
+0.06% |
| Pure Financial Advisors Inc. |
4,252 |
4,254 |
+2 |
+0.05% |
| Boyd Wealth Management LLC |
34,806 |
34,824 |
+18 |
+0.05% |
| Thrive Wealth Management LLC |
1,239,780 |
1,240,444 |
+664 |
+0.05% |
| Simon Quick Advisors LLC |
13,880 |
13,885 |
+5 |
+0.04% |
| Valicenti Advisory Services Inc. |
4,713 |
4,714 |
+1 |
+0.02% |
| Diversified Trust Co |
14,792 |
14,795 |
+3 |
+0.02% |
| Orgel Wealth Management LLC |
19,058 |
19,062 |
+4 |
+0.02% |
| TrueWealth Advisors LLC |
10,881 |
10,882 |
+1 |
+0.01% |
| 13F Filers Reporting New Positions In SCHG |
|---|
| Wiley BROS. Aintree Capital LLC |
0 |
5,291 |
+5,291 |
+100% |
| Hartline Investment Corp |
0 |
20,088 |
+20,088 |
+100% |
| Nations Financial Group Inc. IA ADV |
0 |
2,258 |
+2,258 |
+100% |
| Mogy Joel R Investment Counsel Inc. |
0 |
500 |
+500 |
+100% |
| Simplex Trading LLC |
0 |
469 |
+469 |
+100% |
| Kessler Investment Group LLC |
0 |
12 |
+12 |
+100% |
| Cutler Group LP |
0 |
1,900 |
+1,900 |
+100% |
| Saxony Capital Management LLC |
0 |
13,359 |
+13,359 |
+100% |
| Strategic Advisors LLC |
0 |
2,218 |
+2,218 |
+100% |
| Bishop & Co Investment Management LLC |
0 |
2,283 |
+2,283 |
+100% |
| Mirador Capital Partners LP |
0 |
2,306 |
+2,306 |
+100% |
| Colorado Capital Management Inc. |
0 |
8,083 |
+8,083 |
+100% |
| Traynor Capital Management Inc. |
0 |
2,850 |
+2,850 |
+100% |
| Horizon Financial Services LLC |
0 |
583 |
+583 |
+100% |
| Ascension Capital Advisors Inc. |
0 |
2,500 |
+2,500 |
+100% |
| SpiderRock Advisors LLC |
0 |
9,352 |
+9,352 |
+100% |
| Columbus Macro LLC |
0 |
2,189 |
+2,189 |
+100% |
| West Branch Capital LLC |
0 |
5,318 |
+5,318 |
+100% |
| Insight Wealth Strategies LLC |
0 |
2,223 |
+2,223 |
+100% |
| Cornerstone Wealth Group LLC |
0 |
10,633 |
+10,633 |
+100% |
| Red Door Wealth Management LLC |
0 |
2,276 |
+2,276 |
+100% |
| Symphony Financial Ltd. Co. |
0 |
2,323 |
+2,323 |
+100% |
| Secure Asset Management LLC |
0 |
3,579 |
+3,579 |
+100% |
| Steel Peak Wealth Management LLC |
0 |
2,281 |
+2,281 |
+100% |
| Fortis Group Advisors LLC |
0 |
8,125 |
+8,125 |
+100% |
| MTM Investment Management LLC |
0 |
343 |
+343 |
+100% |
| Accel Wealth Management |
0 |
2,898 |
+2,898 |
+100% |
| GoalVest Advisory LLC |
0 |
2,724 |
+2,724 |
+100% |
| Crestone Asset Management LLC |
0 |
2,330 |
+2,330 |
+100% |
| Strategic Financial Concepts LLC |
0 |
7,152 |
+7,152 |
+100% |
| Strategic Planning Group LLC |
0 |
128,353 |
+128,353 |
+100% |
| Saxon Interests Inc. |
0 |
2,246 |
+2,246 |
+100% |
| Wealth Effects LLC |
0 |
2,353 |
+2,353 |
+100% |
| Wealthspan Partners LLC |
0 |
3,606 |
+3,606 |
+100% |
| ETF Store Inc. |
0 |
3,189 |
+3,189 |
+100% |
| Simplicity Wealth LLC |
0 |
293,607 |
+293,607 |
+100% |
| FSC Wealth Advisors LLC |
0 |
61,474 |
+61,474 |
+100% |
| Global Assets Advisory LLC |
0 |
394,957 |
+394,957 |
+100% |
| Fortune Financial Advisors LLC |
0 |
7,118 |
+7,118 |
+100% |
| Ergawealth Advisors Inc. |
0 |
5,202 |
+5,202 |
+100% |
| PFG Investments LLC |
0 |
33,552 |
+33,552 |
+100% |
| Kingswood Wealth Advisors LLC |
0 |
46,408 |
+46,408 |
+100% |
| Cedrus LLC |
0 |
2,402 |
+2,402 |
+100% |
| Southland Equity Partners LLC |
0 |
2,317 |
+2,317 |
+100% |
| Fonville Wealth Management LLC |
0 |
2,235 |
+2,235 |
+100% |
| GAMMA Investing LLC |
0 |
17 |
+17 |
+100% |
| Focus Financial Network Inc. |
0 |
1,137,950 |
+1,137,950 |
+100% |
| Emprise Bank |
0 |
5,990 |
+5,990 |
+100% |
| McCarthy & Cox |
0 |
2,766 |
+2,766 |
+100% |
| Diversify Advisory Services LLC |
0 |
18,596 |
+18,596 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Equitable Trust Co. |
2,632 |
2,632 |
UNCH |
0.00% |
| CENTRAL TRUST Co |
324 |
324 |
UNCH |
0.00% |
| OLD National Bancorp IN |
13,080 |
13,080 |
UNCH |
0.00% |
| City Holding Co. |
542 |
542 |
UNCH |
0.00% |
| ST Germain D J Co. Inc. |
273 |
273 |
UNCH |
0.00% |
| Salem Investment Counselors Inc. |
670 |
670 |
UNCH |
0.00% |
| UMB Bank N A MO |
10,789 |
10,789 |
UNCH |
0.00% |
| Check Capital Management Inc. CA |
2,450 |
2,450 |
UNCH |
0.00% |
| Clifford Swan Investment Counsel LLC |
7,328 |
7,328 |
UNCH |
0.00% |
| Canandaigua National Bank & Trust Co. |
2,484 |
2,484 |
UNCH |
0.00% |
| Smith Chas P & Associates PA Cpas |
4,756 |
4,756 |
UNCH |
0.00% |
| Country Trust Bank |
798 |
798 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
5,326 |
5,326 |
UNCH |
0.00% |
| Mcdonald Partners LLC |
2,650 |
2,650 |
UNCH |
0.00% |
| SOL Capital Management CO |
5,485 |
5,485 |
UNCH |
0.00% |
| Phillips Financial Management LLC |
254 |
254 |
UNCH |
0.00% |
| Bangor Savings Bank |
660 |
660 |
UNCH |
0.00% |
| Friedenthal Financial |
1,039 |
1,039 |
UNCH |
0.00% |
| MCF Advisors LLC |
453 |
453 |
UNCH |
0.00% |
| Tradewinds Capital Management LLC |
988 |
988 |
UNCH |
0.00% |
| Sharkey Howes & Javer |
3,948 |
3,948 |
UNCH |
0.00% |
| Roble Belko & Company Inc |
339 |
339 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
326 |
326 |
UNCH |
0.00% |
| MEMBERS Trust Co |
4,573 |
4,573 |
UNCH |
0.00% |
| Armor Investment Advisors LLC |
1,090 |
1,090 |
UNCH |
0.00% |
| Access Financial Services Inc. |
3,620 |
3,620 |
UNCH |
0.00% |
| Founders Capital Management |
350 |
350 |
UNCH |
0.00% |
| Affiance Financial LLC |
3,953 |
3,953 |
UNCH |
0.00% |
| Pathway Financial Advisors LLC |
4,795 |
4,795 |
UNCH |
0.00% |
| Pflug Koory LLC |
1,366 |
1,366 |
UNCH |
0.00% |
| Reitz Capital Advisors LLC |
57,457 |
57,457 |
UNCH |
0.00% |
| Costello Asset Management INC |
64 |
64 |
UNCH |
0.00% |
| Princeton Global Asset Management LLC |
4,525 |
4,525 |
UNCH |
0.00% |
| Wolff Financial Management LLC |
2,618 |
2,618 |
UNCH |
0.00% |
| Oldfather Financial Services LLC |
3,084 |
3,084 |
UNCH |
0.00% |
| PSI Advisors LLC |
1,000 |
1,000 |
UNCH |
0.00% |
| Legend Financial Advisors Inc. |
8,199 |
8,199 |
UNCH |
0.00% |
| Relyea Zuckerberg Hanson LLC |
2,750 |
2,750 |
UNCH |
0.00% |
| Cedar Mountain Advisors LLC |
62 |
62 |
UNCH |
0.00% |
| Tsfg LLC |
300 |
300 |
UNCH |
0.00% |
| Apella Capital LLC |
2,991 |
2,991 |
UNCH |
0.00% |
| Stolper Co |
2,512 |
2,512 |
UNCH |
0.00% |
| BNC Wealth Management LLC |
2,946 |
2,946 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
26 |
26 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
2 |
2 |
UNCH |
0.00% |
| Hoese & Co LLP |
12,604 |
12,604 |
UNCH |
0.00% |
| Bond & Devick Financial Network Inc. |
4,930 |
4,930 |
UNCH |
0.00% |
| Twelve Points Wealth Management LLC |
6,978 |
6,978 |
UNCH |
0.00% |
| Newbridge Financial Services Group Inc. |
64 |
64 |
UNCH |
0.00% |
| AHL Investment Management Inc. |
3,510 |
3,510 |
UNCH |
0.00% |
| Morton Brown Family Wealth LLC |
2,135 |
2,135 |
UNCH |
0.00% |
| Global Wealth Strategies & Associates |
1,446 |
1,446 |
UNCH |
0.00% |
| Aspire Wealth Management Corp |
5,488 |
5,488 |
UNCH |
0.00% |
| Creative Capital Management Investments LLC |
456 |
456 |
UNCH |
0.00% |
| Financial Freedom LLC |
673 |
673 |
UNCH |
0.00% |
| Alpha Financial Advisors LLC |
4,572 |
4,572 |
UNCH |
0.00% |
| CGC Financial Services LLC |
200 |
200 |
UNCH |
0.00% |
| Halpern Financial Inc. |
11,100 |
11,100 |
UNCH |
0.00% |
| Arlington Trust Co LLC |
36,450 |
36,450 |
UNCH |
0.00% |
| GUNN & Co INVESTMENT MANAGEMENT INC. |
4,756 |
4,756 |
UNCH |
0.00% |
| West Paces Advisors Inc. |
427 |
427 |
UNCH |
0.00% |
| Trust Co of the South |
2,480 |
2,480 |
UNCH |
0.00% |
| Patrick M Sweeney & Associates Inc. |
2,620 |
2,620 |
UNCH |
0.00% |
| Ehrlich Financial Group |
2,612 |
2,612 |
UNCH |
0.00% |
| 13F Filers Decreasing SCHG Share Count |
|---|
| Granite Bay Wealth Management LLC |
636,814 |
7,353 |
-629,461 |
-98.85% |
| Concord Wealth Partners |
588 |
14 |
-574 |
-97.62% |
| NBC Securities Inc. |
6,824 |
477 |
-6,347 |
-93.01% |
| Q3 Asset Management |
116,019 |
12,075 |
-103,944 |
-89.59% |
| Strategic Advocates LLC |
219,673 |
38,961 |
-180,712 |
-82.26% |
| CX Institutional |
17,384 |
3,478 |
-13,906 |
-79.99% |
| Summit Financial LLC |
52,771 |
17,773 |
-34,998 |
-66.32% |
| Bank of New York Mellon Corp |
55,808 |
21,674 |
-34,134 |
-61.16% |
| Alaska Permanent Capital Management |
12,399 |
5,399 |
-7,000 |
-56.46% |
| Atlas Capital Advisors LLC |
964 |
456 |
-508 |
-52.70% |
| Spectrum Asset Management Inc. NB CA |
181,008 |
91,791 |
-89,217 |
-49.29% |
| MinichMacGregor Wealth Management LLC |
418,192 |
240,998 |
-177,194 |
-42.37% |
| Mitchell Sinkler & Starr PA |
5,120 |
3,153 |
-1,967 |
-38.42% |
| HighMark Wealth Management LLC |
793 |
510 |
-283 |
-35.69% |
| Private Advisor Group LLC |
161,753 |
105,341 |
-56,412 |
-34.88% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
430,168 |
286,696 |
-143,472 |
-33.35% |
| Transform Wealth LLC |
31,993 |
21,326 |
-10,667 |
-33.34% |
| Global Retirement Partners LLC |
55,432 |
36,988 |
-18,444 |
-33.27% |
| EWG Elevate Inc. |
96,744 |
64,839 |
-31,905 |
-32.98% |
| Harbor Investment Advisory LLC |
184 |
124 |
-60 |
-32.61% |
| Ashton Thomas Private Wealth LLC |
29,703 |
20,093 |
-9,610 |
-32.35% |
| Fifth Third Bancorp |
2,505 |
1,705 |
-800 |
-31.94% |
| Valley Forge Investment Consultants Inc. ADV |
24,650 |
17,134 |
-7,516 |
-30.49% |
| James J. Burns & Company LLC |
178,728 |
127,211 |
-51,517 |
-28.82% |
| NBT Bank N A NY |
8,980 |
6,402 |
-2,578 |
-28.71% |
| M&R Capital Management Inc. |
531 |
382 |
-149 |
-28.06% |
| Blue Bell Private Wealth Management LLC |
19,228 |
14,071 |
-5,157 |
-26.82% |
| Massmutual Trust Co. FSB ADV |
18,083 |
13,282 |
-4,801 |
-26.55% |
| Fort Pitt Capital Group LLC |
1,968,100 |
1,465,883 |
-502,217 |
-25.52% |
| True North Advisors LLC |
24,022 |
18,383 |
-5,639 |
-23.47% |
| Waypoint Capital Advisors LLC |
82,850 |
65,394 |
-17,456 |
-21.07% |
| Oxinas Partners Wealth Management LLC |
34,408 |
27,948 |
-6,460 |
-18.77% |
| Claro Advisors LLC |
153,928 |
125,051 |
-28,877 |
-18.76% |
| Stratos Wealth Advisors LLC |
471,852 |
385,301 |
-86,551 |
-18.34% |
| Prestige Wealth Management Group LLC |
22,131 |
18,078 |
-4,053 |
-18.31% |
| AdvisorNet Financial Inc |
19,940 |
16,350 |
-3,590 |
-18.00% |
| Allworth Financial LP |
33,355 |
27,407 |
-5,948 |
-17.83% |
| JFS Wealth Advisors LLC |
76,874 |
63,378 |
-13,496 |
-17.56% |
| Wedmont Private Capital |
6,858 |
5,673 |
-1,185 |
-17.28% |
| Bensler LLC |
57,495 |
47,966 |
-9,529 |
-16.57% |
| Crescent Grove Advisors LLC |
7,483 |
6,331 |
-1,152 |
-15.39% |
| Grey Fox Wealth Advisors LLC |
3,780 |
3,206 |
-574 |
-15.19% |
| Colton Groome Financial Advisors LLC |
9,997 |
8,498 |
-1,499 |
-14.99% |
| Flagship Private Wealth LLC |
4,019 |
3,419 |
-600 |
-14.93% |
| Brookstone Capital Management |
94,794 |
80,800 |
-13,994 |
-14.76% |
| Mason & Associates Inc |
3,361 |
2,877 |
-484 |
-14.40% |
| Capital Investment Advisors LLC |
9,210 |
7,902 |
-1,308 |
-14.20% |
| Patriot Financial Group Insurance Agency LLC |
178,053 |
153,029 |
-25,024 |
-14.05% |
| MADDEN SECURITIES Corp |
82,984 |
71,563 |
-11,421 |
-13.76% |
| Safeguard Financial LLC |
117,103 |
101,543 |
-15,560 |
-13.29% |
| WBH Advisory Inc. |
229,355 |
199,707 |
-29,648 |
-12.93% |
| Noble Family Wealth LLC |
123,560 |
108,009 |
-15,551 |
-12.59% |
| OneAscent Wealth Management LLC |
72,335 |
63,236 |
-9,099 |
-12.58% |
| Adamsbrown Wealth Consultants LLC |
3,677 |
3,219 |
-458 |
-12.46% |
| Fifth Third Securities Inc. |
13,577 |
11,930 |
-1,647 |
-12.13% |
| Stratos Wealth Partners LTD. |
140,981 |
124,007 |
-16,974 |
-12.04% |
| Courier Capital LLC |
4,000 |
3,525 |
-475 |
-11.88% |
| LVW Advisors LLC |
175,529 |
155,272 |
-20,257 |
-11.54% |
| AMI Investment Management Inc. |
16,150 |
14,333 |
-1,817 |
-11.25% |
| Total Wealth Planning LLC |
98,096 |
87,081 |
-11,015 |
-11.23% |
| Northeast Financial Group Inc. |
141,577 |
126,894 |
-14,683 |
-10.37% |
| Investment Advisory Group LLC |
2,645 |
2,375 |
-270 |
-10.21% |
| Verdence Capital Advisors LLC |
128,877 |
115,774 |
-13,103 |
-10.17% |
| Mokosak Advisory Group LLC |
353,415 |
317,468 |
-35,947 |
-10.17% |
| Modus Advisors LLC |
18,514 |
16,642 |
-1,872 |
-10.11% |
| LifeSteps Financial Inc. |
7,707 |
6,930 |
-777 |
-10.08% |
| WealthShield Partners LLC |
177,087 |
159,371 |
-17,716 |
-10.00% |
| MBA Advisors LLC |
87,553 |
79,137 |
-8,416 |
-9.61% |
| Pinnacle Bank |
2,159 |
1,953 |
-206 |
-9.54% |
| Godsey & Gibb Associates |
1,835 |
1,660 |
-175 |
-9.54% |
| Systelligence LLC |
158,923 |
143,792 |
-15,131 |
-9.52% |
| Foster Victor Wealth Advisors LLC |
83,743 |
76,069 |
-7,674 |
-9.16% |
| Advisory Services & Investments LLC |
109,649 |
99,838 |
-9,811 |
-8.95% |
| Miracle Mile Advisors LLC |
79,727 |
72,620 |
-7,107 |
-8.91% |
| Finer Wealth Management Inc. |
4,341 |
3,957 |
-384 |
-8.85% |
| Cary Street Partners Investment Advisory LLC |
200,832 |
183,197 |
-17,635 |
-8.78% |
| Capital Insight Partners LLC |
6,830 |
6,238 |
-592 |
-8.67% |
| Brio Consultants LLC |
722,603 |
661,458 |
-61,145 |
-8.46% |
| Lederer & Associates Investment Counsel CA |
7,840 |
7,180 |
-660 |
-8.42% |
| Steele Capital Management Inc. |
60,950 |
55,918 |
-5,032 |
-8.26% |
| RDA Financial Network |
11,232 |
10,312 |
-920 |
-8.19% |
| AllGen Financial Advisors Inc. |
152,952 |
140,770 |
-12,182 |
-7.96% |
| Fairman Group LLC |
4,392 |
4,049 |
-343 |
-7.81% |
| WASHINGTON TRUST Co |
475 |
440 |
-35 |
-7.37% |
| Allen Capital Group LLC |
19,390 |
18,012 |
-1,378 |
-7.11% |
| Rocky Mountain Advisers LLC |
5,690 |
5,290 |
-400 |
-7.03% |
| Tenret Co LLC |
21,112 |
19,655 |
-1,457 |
-6.90% |
| RFG Advisory LLC |
102,800 |
95,729 |
-7,071 |
-6.88% |
| Papp L Roy & Associates |
7,048 |
6,563 |
-485 |
-6.88% |
| First Personal Financial Services |
39,575 |
36,895 |
-2,680 |
-6.77% |
| Hart & Patterson Financial Group LLC |
20,368 |
19,027 |
-1,341 |
-6.58% |
| RTD Financial Advisors Inc. |
72,562 |
67,848 |
-4,714 |
-6.50% |
| Brickley Wealth Management |
2,681 |
2,509 |
-172 |
-6.42% |
| Gleason Group Inc. |
73,619 |
68,941 |
-4,678 |
-6.35% |
| Financial Advisory Corp UT ADV |
137,364 |
128,837 |
-8,527 |
-6.21% |
| Accurate Wealth Management LLC |
4,487 |
4,209 |
-278 |
-6.20% |
| Asset Dedication LLC |
37,368 |
35,246 |
-2,122 |
-5.68% |
| Walkner Condon Financial Advisors LLC |
2,526 |
2,384 |
-142 |
-5.62% |
| Diversified Investment Strategies LLC |
3,773 |
3,561 |
-212 |
-5.62% |
| Arkadios Wealth Advisors |
5,705 |
5,407 |
-298 |
-5.22% |
| Natixis Advisors L.P. |
16,179 |
15,343 |
-836 |
-5.17% |
| Dravo Bay LLC |
41,229 |
39,195 |
-2,034 |
-4.93% |
| Hilltop Wealth Advisors LLC |
10,056 |
9,560 |
-496 |
-4.93% |
| Marotta Asset Management |
14,854 |
14,247 |
-607 |
-4.09% |
| Hengehold Capital Management LLC |
56,779 |
54,473 |
-2,306 |
-4.06% |
| Stony Point Wealth Management Inc. |
3,523 |
3,381 |
-142 |
-4.03% |
| MBE Wealth Management LLC |
5,871 |
5,647 |
-224 |
-3.82% |
| MONECO Advisors LLC |
5,349 |
5,148 |
-201 |
-3.76% |
| Burkett Financial Services LLC |
485,683 |
467,512 |
-18,171 |
-3.74% |
| Wealth Management Resources Inc. |
3,791 |
3,661 |
-130 |
-3.43% |
| Compass Advisory Group LLC |
43,735 |
42,289 |
-1,446 |
-3.31% |
| New Hampshire Trust |
11,112 |
10,749 |
-363 |
-3.27% |
| IVC Wealth Advisors LLC |
5,008 |
4,844 |
-164 |
-3.27% |
| Gemmer Asset Management LLC |
486,830 |
471,156 |
-15,674 |
-3.22% |
| Alpha Omega Wealth Management LLC |
8,189 |
7,940 |
-249 |
-3.04% |
| Snider Financial Group |
22,133 |
21,465 |
-668 |
-3.02% |
| ZRC Wealth Management LLC |
2,082 |
2,023 |
-59 |
-2.83% |
| Krilogy Financial LLC |
819,019 |
795,805 |
-23,214 |
-2.83% |
| Lantz Financial LLC |
4,118 |
4,013 |
-105 |
-2.55% |
| International Assets Investment Management LLC |
5,828 |
5,682 |
-146 |
-2.51% |
| Carmichael Hill & Associates Inc. |
20,327 |
19,823 |
-504 |
-2.48% |
| True Vision MN LLC |
24,278 |
23,702 |
-576 |
-2.37% |
| Integrated Investment Consultants LLC |
72,657 |
70,933 |
-1,724 |
-2.37% |
| FC Advisory LLC |
23,598 |
23,046 |
-552 |
-2.34% |
| Altfest L J & Co. Inc. |
7,625 |
7,447 |
-178 |
-2.33% |
| Castle Wealth Management LLC |
12,589 |
12,299 |
-290 |
-2.30% |
| PPS&V Asset Management Consultants Inc. |
160,588 |
156,900 |
-3,688 |
-2.30% |
| SkyOak Wealth LLC |
178,063 |
173,982 |
-4,081 |
-2.29% |
| Berger Financial Group Inc |
386,712 |
378,272 |
-8,440 |
-2.18% |
| Curbstone Financial Management Corp |
145,371 |
142,361 |
-3,010 |
-2.07% |
| Patriot Investment Management Inc. |
8,009 |
7,844 |
-165 |
-2.06% |
| LexAurum Advisors LLC |
2,472 |
2,422 |
-50 |
-2.02% |
| Appleton Partners Inc. MA |
17,686 |
17,336 |
-350 |
-1.98% |
| JMG Financial Group Ltd. |
69,590 |
68,341 |
-1,249 |
-1.79% |
| Wealth Enhancement Advisory Services LLC |
918,315 |
901,945 |
-16,370 |
-1.78% |
| Brand Asset Management Group Inc. |
32,023 |
31,455 |
-568 |
-1.77% |
| Game Plan Financial Advisors LLC |
67,061 |
65,881 |
-1,180 |
-1.76% |
| Great Waters Wealth Management |
17,442 |
17,146 |
-296 |
-1.70% |
| Soltis Investment Advisors LLC |
6,000 |
5,900 |
-100 |
-1.67% |
| Sage Financial Group Inc. |
142,389 |
140,037 |
-2,352 |
-1.65% |
| Triton Wealth Management PLLC |
312,960 |
307,854 |
-5,106 |
-1.63% |
| SignalPoint Asset Management LLC |
9,418 |
9,267 |
-151 |
-1.60% |
| Bogart Wealth LLC |
126,423 |
124,451 |
-1,972 |
-1.56% |
| HB Wealth Management LLC |
415,946 |
409,587 |
-6,359 |
-1.53% |
| Duncker Streett & Co. Inc. |
20,253 |
19,955 |
-298 |
-1.47% |
| Meritage Portfolio Management |
23,911 |
23,576 |
-335 |
-1.40% |
| Harbor Group Inc. |
227,790 |
224,828 |
-2,962 |
-1.30% |
| Provident Wealth Management LLC |
303,553 |
299,698 |
-3,855 |
-1.27% |
| Institute for Wealth Management LLC. |
63,679 |
62,874 |
-805 |
-1.26% |
| Private Capital Management LLC |
17,984 |
17,761 |
-223 |
-1.24% |
| Evensky & Katz LLC |
5,694 |
5,624 |
-70 |
-1.23% |
| Skyline Advisors Inc. |
110,606 |
109,274 |
-1,332 |
-1.20% |
| Omega Financial Group LLC |
3,823 |
3,777 |
-46 |
-1.20% |
| Main Street Financial Solutions LLC |
392,652 |
388,020 |
-4,632 |
-1.18% |
| Sunburst Financial Group LLC |
9,584 |
9,478 |
-106 |
-1.11% |
| Financial Advisory Service Inc. |
107,130 |
105,953 |
-1,177 |
-1.10% |
| Albion Financial Group UT |
2,740 |
2,710 |
-30 |
-1.09% |
| Sunbelt Securities Inc. |
175,664 |
173,974 |
-1,690 |
-0.96% |
| Newman Dignan & Sheerar Inc. |
69,848 |
69,206 |
-642 |
-0.92% |
| B & T Capital Management DBA Alpha Capital Management |
188,137 |
186,411 |
-1,726 |
-0.92% |
| Kiley Juergens Wealth Management LLC |
10,198 |
10,108 |
-90 |
-0.88% |
| Kathmere Capital Management LLC |
10,032 |
9,945 |
-87 |
-0.87% |
| Planning Capital Management Corp |
5,676 |
5,629 |
-47 |
-0.83% |
| Hutchens & Kramer Investment Management Group LLC |
4,175 |
4,145 |
-30 |
-0.72% |
| Cornerstone Wealth Advisors Inc. |
451,456 |
448,320 |
-3,136 |
-0.69% |
| Bfsg LLC |
21,576 |
21,435 |
-141 |
-0.65% |
| Courage Miller Partners LLC |
77,474 |
76,975 |
-499 |
-0.64% |
| Sprinkle Financial Consultants LLC |
30,871 |
30,689 |
-182 |
-0.59% |
| Burt Wealth Advisors |
10,091 |
10,033 |
-58 |
-0.57% |
| Mather Group LLC. |
9,024,237 |
8,984,508 |
-39,729 |
-0.44% |
| LaFleur & Godfrey LLC |
3,514 |
3,500 |
-14 |
-0.40% |
| Affinity Capital Advisors LLC |
83,772 |
83,444 |
-328 |
-0.39% |
| Kohmann Bosshard Financial Services LLC |
40,626 |
40,476 |
-150 |
-0.37% |
| Tempus Wealth Planning LLC |
28,743 |
28,666 |
-77 |
-0.27% |
| Avenue 1 Advisors LLC |
70,481 |
70,312 |
-169 |
-0.24% |
| Petra Financial Advisors Inc. |
19,556 |
19,512 |
-44 |
-0.22% |
| Curtis Advisory Group LLC |
286,919 |
286,394 |
-525 |
-0.18% |
| CIC Wealth LLC |
8,184 |
8,170 |
-14 |
-0.17% |
| Ironwood Financial llc |
4,281 |
4,274 |
-7 |
-0.16% |
| Pinnacle Associates Ltd. |
3,383 |
3,378 |
-5 |
-0.15% |
| BKA Wealth Consulting Inc. |
4,978 |
4,971 |
-7 |
-0.14% |
| Pegasus Partners Ltd. |
152,701 |
152,560 |
-141 |
-0.09% |
| Financial Life Advisors |
8,512 |
8,507 |
-5 |
-0.06% |
| 13F Filers Exiting SCHG |
|---|
| Iams Wealth Management LLC |
5,999 |
0 |
-5,999 |
-100.00% |
| B.O.S.S. Retirement Advisors LLC |
5,061 |
0 |
-5,061 |
-100.00% |
| Worth Asset Management LLC |
14,525 |
0 |
-14,525 |
-100.00% |
| Retireful LLC |
5,938 |
0 |
-5,938 |
-100.00% |
| Capital Performance Advisors LLP |
2,638 |
0 |
-2,638 |
-100.00% |
| Independent Wealth Network Inc. |
2,672 |
0 |
-2,672 |
-100.00% |
| Level Financial Advisors Inc. |
480 |
0 |
-480 |
-100.00% |
| TNF LLC |
2,669 |
0 |
-2,669 |
-100.00% |
| Collective Family Office LLC |
2,891 |
0 |
-2,891 |
-100.00% |
| Planned Solutions Inc. |
119 |
0 |
-119 |
-100.00% |
| Tennessee Valley Asset Management Partners |
251 |
0 |
-251 |
-100.00% |
| Praetorian Wealth Management Inc. |
4,140 |
0 |
-4,140 |
-100.00% |
| Lloyd Advisory Services LLC. |
23,122 |
0 |
-23,122 |
-100.00% |
| Pacifica Partners Inc. |
6 |
0 |
-6 |
-100.00% |
| Lake Street Financial LLC |
2,873 |
0 |
-2,873 |
-100.00% |
| Fulcrum Equity Management |
4,234 |
0 |
-4,234 |
-100.00% |
| Sound Income Strategies LLC |
151 |
0 |
-151 |
-100.00% |
| Kovack Advisors Inc. |
90,434 |
0 |
-90,434 |
-100.00% |
| Meridian Wealth Management LLC |
135,442 |
0 |
-135,442 |
-100.00% |
| Well Done LLC |
2,964 |
0 |
-2,964 |
-100.00% |
| SMI Advisory Services LLC |
5,751 |
0 |
-5,751 |
-100.00% |
| Beacon Capital Management Inc. |
46 |
0 |
-46 |
-100.00% |
| Moody National Bank Trust Division |
119,452 |
0 |
-119,452 |
-100.00% |
| First Citizens Bank & Trust Co. |
2,647 |
0 |
-2,647 |
-100.00% |
See Summary: Institutional Holders of SCHG
See Details: Top 10 Hedge Funds Holding SCHG
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