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There is a long list of 1020 institutional holders of SCHA within
the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of SCHA by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SCHA table below,
the initial column indicates the name of each top institutional holder of SCHA, with a link to that fund's top holdings. The next columns
indicate the amount of SCHA stock held by each of the institutional holders of SCHA, followed by the SCHA position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size
($ in 1000's) | As of |
Charles Schwab Investment Advisory Inc. | 74,637,516 | $3,525,876 | 12/31/2023 | SCHA | 74,637,516 | $3,525,876 | 12/31/2023 | Cerity Partners LLC | 16,760,429 | $791,763 | 12/31/2023 | SCHA | 16,760,429 | $791,763 | 12/31/2023 | Empower Advisory Group LLC | 12,253,397 | $578,850 | 12/31/2023 | SCHA | 12,253,397 | $578,850 | 12/31/2023 | Bank of America Corp DE | 9,791,716 | $462,561 | 12/31/2023 | SCHA | 9,791,716 | $462,561 | 12/31/2023 | Charles Schwab Investment Management Inc. | 9,113,463 | $430,520 | 12/31/2023 | SCHA | 9,113,463 | $430,520 | 12/31/2023 | Sei Investments Co. | 7,891,167 | $372,780 | 12/31/2023 | SCHA | 7,891,167 | $372,780 | 12/31/2023 | Goldman Sachs Group Inc. | 3,680,961 | $173,889 | 12/31/2023 | SCHA | 3,680,961 | $173,889 | 12/31/2023 | Financial Engines Advisors L.L.C. | 2,653,446 | $125,349 | 12/31/2023 | SCHA | 2,653,446 | $125,349 | 12/31/2023 | Creative Planning | 2,512,732 | $118,701 | 12/31/2023 | SCHA | 2,512,732 | $118,701 | 12/31/2023 | Envestnet Asset Management Inc. | 2,274,138 | $107,430 | 12/31/2023 | SCHA | 2,274,138 | $107,430 | 12/31/2023 | Advisory Alpha LLC | 2,099,060 | $99,163 | 12/31/2023 | SCHA | 2,099,060 | $99,163 | 12/31/2023 | Advisor Group Holdings Inc. | 1,769,078 | $83,562 | 12/31/2023 | SCHA | 1,769,078 | $83,562 | 12/31/2023 | UBS Group AG | 1,757,875 | $83,042 | 12/31/2023 | SCHA | 1,757,875 | $83,042 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 1,526,643 | $75,172 | 03/31/2024 | SCHA | 1,526,643 | $75,172 | 03/31/2024 | Mercer Global Advisors Inc. ADV | 1,492,622 | $70,511 | 12/31/2023 | SCHA | 1,492,622 | $70,511 | 12/31/2023 | Mariner LLC | 1,489,063 | $70,343 | 12/31/2023 | SCHA | 1,489,063 | $70,343 | 12/31/2023 | HighTower Advisors LLC | 1,322,987 | $62,438 | 12/31/2023 | SCHA | 1,322,987 | $62,438 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 1,289,792 | $60,938 | 12/31/2023 | SCHA | 1,289,792 | $60,938 | 12/31/2023 | Morgan Stanley | 1,228,179 | $58,019 | 12/31/2023 | SCHA | 1,228,179 | $58,019 | 12/31/2023 | Aurum Wealth Management Group LLC | 1,161,010 | $57,168 | 03/31/2024 | SCHA | 1,161,010 | $57,168 | 03/31/2024 | 1832 Asset Management L.P. | 1,192,657 | $56,341 | 12/31/2023 | SCHA | 1,192,657 | $56,341 | 12/31/2023 | Savant Capital LLC | 1,179,836 | $55,735 | 12/31/2023 | SCHA | 1,179,836 | $55,735 | 12/31/2023 | LPL Financial LLC | 1,155,168 | $54,570 | 12/31/2023 | SCHA | 1,155,168 | $54,570 | 12/31/2023 | Rainey & Randall Investment Management Inc. | 845,371 | $41,626 | 03/31/2024 | SCHA | 845,371 | $41,626 | 03/31/2024 | Steele Capital Management Inc. | 720,160 | $35,461 | 03/31/2024 | SCHA | 720,160 | $35,461 | 03/31/2024 | Klingenstein Fields & Co. LP | 728,571 | $34,418 | 12/31/2023 | SCHA | 728,571 | $34,418 | 12/31/2023 | Gemmer Asset Management LLC | 669,044 | $32,944 | 03/31/2024 | SCHA | 669,044 | $32,944 | 03/31/2024 | Prime Capital Investment Advisors LLC | 625,140 | $29,532 | 12/31/2023 | SCHA | 625,140 | $29,532 | 12/31/2023 | Ameriprise Financial Inc. | 603,830 | $28,533 | 12/31/2023 | SCHA | 603,830 | $28,533 | 12/31/2023 | RKL Wealth Management LLC | 595,587 | $28,136 | 12/31/2023 | SCHA | 595,587 | $28,136 | 12/31/2023 | Moneta Group Investment Advisors LLC | 587,815 | $27,768 | 12/31/2023 | SCHA | 587,815 | $27,768 | 12/31/2023 | Legacy Wealth Management Inc | 560,586 | $27,603 | 03/31/2024 | SCHA | 560,586 | $27,603 | 03/31/2024 | CI Private Wealth LLC | 564,724 | $26,678 | 12/31/2023 | SCHA | 564,724 | $26,678 | 12/31/2023 | Visionary Wealth Advisors | 526,012 | $24,849 | 12/31/2023 | SCHA | 526,012 | $24,849 | 12/31/2023 | Mokosak Advisory Group LLC | 509,910 | $24,088 | 12/31/2023 | SCHA | 509,910 | $24,088 | 12/31/2023 | Beacon Pointe Advisors LLC | 502,161 | $23,722 | 12/31/2023 | SCHA | 502,161 | $23,722 | 12/31/2023 | Summit Financial Strategies Inc. | 479,718 | $22,662 | 12/31/2023 | SCHA | 479,718 | $22,662 | 12/31/2023 | Captrust Financial Advisors | 448,097 | $21,172 | 12/31/2023 | SCHA | 448,097 | $21,172 | 12/31/2023 | Wells Fargo & Company MN | 446,853 | $21,109 | 12/31/2023 | SCHA | 446,853 | $21,109 | 12/31/2023 | First International Bank & Trust | 427,919 | $21,071 | 03/31/2024 | SCHA | 427,919 | $21,071 | 03/31/2024 | JPMorgan Chase & Co. | 424,558 | $20,056 | 12/31/2023 | SCHA | 424,558 | $20,056 | 12/31/2023 | Noble Family Wealth LLC | 404,691 | $19,927 | 03/31/2024 | SCHA | 404,691 | $19,927 | 03/31/2024 | FIDELIS iM LLC | 397,259 | $19,561 | 03/31/2024 | SCHA | 397,259 | $19,561 | 03/31/2024 | Dynamic Advisor Solutions LLC | 389,461 | $19,177 | 03/31/2024 | SCHA | 389,461 | $19,177 | 03/31/2024 | Marshall Financial Group Inc. ADV | 387,270 | $18,295 | 12/31/2023 | SCHA | 387,270 | $18,295 | 12/31/2023 | Granite Bay Wealth Management LLC | 384,892 | $18,182 | 12/31/2023 | SCHA | 384,892 | $18,182 | 12/31/2023 | JJJ Advisors Inc. | 366,380 | $18,041 | 03/31/2024 | SCHA | 366,380 | $18,041 | 03/31/2024 | ForthRight Wealth Management LLC | 365,981 | $18,021 | 03/31/2024 | SCHA | 365,981 | $18,021 | 03/31/2024 | Thrivent Financial for Lutherans | 376,288 | $17,781 | 12/31/2023 | SCHA | 376,288 | $17,781 | 12/31/2023 | Strategic Financial Planning Inc. | 351,508 | $17,308 | 03/31/2024 | SCHA | 351,508 | $17,308 | 03/31/2024 |
See All: Funds Holding SCHA
See Details: Top 10 Hedge Funds Holding SCHA
Also See: SCHA Holdings Changes
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