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Institutional Holders of SCHA

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Advisory Inc.74,637,516$3,525,876 12/31/2023
     SCHA74,637,516$3,525,876 12/31/2023
Cerity Partners LLC16,760,429$791,763 12/31/2023
     SCHA16,760,429$791,763 12/31/2023
Empower Advisory Group LLC12,253,397$578,850 12/31/2023
     SCHA12,253,397$578,850 12/31/2023
Bank of America Corp DE9,791,716$462,561 12/31/2023
     SCHA9,791,716$462,561 12/31/2023
Charles Schwab Investment Management Inc.9,113,463$430,520 12/31/2023
     SCHA9,113,463$430,520 12/31/2023
Sei Investments Co.7,891,167$372,780 12/31/2023
     SCHA7,891,167$372,780 12/31/2023
Goldman Sachs Group Inc.3,680,961$173,889 12/31/2023
     SCHA3,680,961$173,889 12/31/2023
Financial Engines Advisors L.L.C.2,653,446$125,349 12/31/2023
     SCHA2,653,446$125,349 12/31/2023
Creative Planning2,512,732$118,701 12/31/2023
     SCHA2,512,732$118,701 12/31/2023
Envestnet Asset Management Inc.2,274,138$107,430 12/31/2023
     SCHA2,274,138$107,430 12/31/2023
Advisory Alpha LLC2,099,060$99,163 12/31/2023
     SCHA2,099,060$99,163 12/31/2023
Advisor Group Holdings Inc.1,769,078$83,562 12/31/2023
     SCHA1,769,078$83,562 12/31/2023
UBS Group AG1,757,875$83,042 12/31/2023
     SCHA1,757,875$83,042 12/31/2023
Wealth Enhancement Advisory Services LLC1,526,643$75,172 03/31/2024
     SCHA1,526,643$75,172 03/31/2024
Mercer Global Advisors Inc. ADV1,492,622$70,511 12/31/2023
     SCHA1,492,622$70,511 12/31/2023
Mariner LLC1,489,063$70,343 12/31/2023
     SCHA1,489,063$70,343 12/31/2023
HighTower Advisors LLC1,322,987$62,438 12/31/2023
     SCHA1,322,987$62,438 12/31/2023
Northwestern Mutual Wealth Management Co.1,289,792$60,938 12/31/2023
     SCHA1,289,792$60,938 12/31/2023
Morgan Stanley1,228,179$58,019 12/31/2023
     SCHA1,228,179$58,019 12/31/2023
Aurum Wealth Management Group LLC1,161,010$57,168 03/31/2024
     SCHA1,161,010$57,168 03/31/2024
1832 Asset Management L.P.1,192,657$56,341 12/31/2023
     SCHA1,192,657$56,341 12/31/2023
Savant Capital LLC1,179,836$55,735 12/31/2023
     SCHA1,179,836$55,735 12/31/2023
LPL Financial LLC1,155,168$54,570 12/31/2023
     SCHA1,155,168$54,570 12/31/2023
Rainey & Randall Investment Management Inc.845,371$41,626 03/31/2024
     SCHA845,371$41,626 03/31/2024
Steele Capital Management Inc.720,160$35,461 03/31/2024
     SCHA720,160$35,461 03/31/2024
Klingenstein Fields & Co. LP728,571$34,418 12/31/2023
     SCHA728,571$34,418 12/31/2023
Gemmer Asset Management LLC669,044$32,944 03/31/2024
     SCHA669,044$32,944 03/31/2024
Prime Capital Investment Advisors LLC625,140$29,532 12/31/2023
     SCHA625,140$29,532 12/31/2023
Ameriprise Financial Inc.603,830$28,533 12/31/2023
     SCHA603,830$28,533 12/31/2023
RKL Wealth Management LLC595,587$28,136 12/31/2023
     SCHA595,587$28,136 12/31/2023
Moneta Group Investment Advisors LLC587,815$27,768 12/31/2023
     SCHA587,815$27,768 12/31/2023
Legacy Wealth Management Inc560,586$27,603 03/31/2024
     SCHA560,586$27,603 03/31/2024
CI Private Wealth LLC564,724$26,678 12/31/2023
     SCHA564,724$26,678 12/31/2023
Visionary Wealth Advisors526,012$24,849 12/31/2023
     SCHA526,012$24,849 12/31/2023
Mokosak Advisory Group LLC509,910$24,088 12/31/2023
     SCHA509,910$24,088 12/31/2023
Beacon Pointe Advisors LLC502,161$23,722 12/31/2023
     SCHA502,161$23,722 12/31/2023
Summit Financial Strategies Inc.479,718$22,662 12/31/2023
     SCHA479,718$22,662 12/31/2023
Captrust Financial Advisors448,097$21,172 12/31/2023
     SCHA448,097$21,172 12/31/2023
Wells Fargo & Company MN446,853$21,109 12/31/2023
     SCHA446,853$21,109 12/31/2023
First International Bank & Trust427,919$21,071 03/31/2024
     SCHA427,919$21,071 03/31/2024
JPMorgan Chase & Co.424,558$20,056 12/31/2023
     SCHA424,558$20,056 12/31/2023
Noble Family Wealth LLC404,691$19,927 03/31/2024
     SCHA404,691$19,927 03/31/2024
FIDELIS iM LLC397,259$19,561 03/31/2024
     SCHA397,259$19,561 03/31/2024
Dynamic Advisor Solutions LLC389,461$19,177 03/31/2024
     SCHA389,461$19,177 03/31/2024
Marshall Financial Group Inc. ADV387,270$18,295 12/31/2023
     SCHA387,270$18,295 12/31/2023
Granite Bay Wealth Management LLC384,892$18,182 12/31/2023
     SCHA384,892$18,182 12/31/2023
JJJ Advisors Inc.366,380$18,041 03/31/2024
     SCHA366,380$18,041 03/31/2024
ForthRight Wealth Management LLC365,981$18,021 03/31/2024
     SCHA365,981$18,021 03/31/2024
Thrivent Financial for Lutherans376,288$17,781 12/31/2023
     SCHA376,288$17,781 12/31/2023
Strategic Financial Planning Inc.351,508$17,308 03/31/2024
     SCHA351,508$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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