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There is a long list of 163 institutional holders of SCHI 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 SCHI by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SCHI table below,
the initial column indicates the name of each top institutional holder of SCHI, with a link to that fund's top holdings. The next columns
indicate the amount of SCHI stock held by each of the institutional holders of SCHI, followed by the SCHI 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. | 108,134,344 | $4,859,557 | 12/31/2023 | SCHI | 108,134,344 | $4,859,557 | 12/31/2023 | Charles Schwab Investment Management Inc. | 5,392,664 | $242,346 | 12/31/2023 | SCHI | 5,392,664 | $242,346 | 12/31/2023 | Raymond James & Associates | 767,453 | $34,144 | 03/31/2024 | SCHI | 767,453 | $34,144 | 03/31/2024 | Bank of America Corp DE | 484,764 | $21,785 | 12/31/2023 | SCHI | 484,764 | $21,785 | 12/31/2023 | JPMorgan Chase & Co. | 395,950 | $17,794 | 12/31/2023 | SCHI | 395,950 | $17,794 | 12/31/2023 | Bouchey Financial Group Ltd | 361,769 | $16,095 | 03/31/2024 | SCHI | 361,769 | $16,095 | 03/31/2024 | BlackRock Inc. | 354,185 | $15,917 | 12/31/2023 | SCHI | 354,185 | $15,917 | 12/31/2023 | Rational Advisors LLC | 352,947 | $15,703 | 03/31/2024 | SCHI | 352,947 | $15,703 | 03/31/2024 | Campbell Wealth Management | 310,858 | $13,970 | 12/31/2023 | SCHI | 310,858 | $13,970 | 12/31/2023 | Ogorek Anthony Joseph NY ADV | 295,357 | $13,273 | 12/31/2023 | SCHI | 295,357 | $13,273 | 12/31/2023 | Taddei Ludwig & Associates Inc. | 245,439 | $10,920 | 03/31/2024 | SCHI | 245,439 | $10,920 | 03/31/2024 | Charles Schwab Trust Co | 177,645 | $7,903 | 03/31/2024 | SCHI | 177,645 | $7,903 | 03/31/2024 | Wealth Enhancement Advisory Services LLC | 160,676 | $7,148 | 03/31/2024 | SCHI | 160,676 | $7,148 | 03/31/2024 | Marmo Financial Group LLC | 140,246 | $6,240 | 03/31/2024 | SCHI | 140,246 | $6,240 | 03/31/2024 | Royal Bank of Canada | 117,391 | $5,276 | 12/31/2023 | SCHI | 117,391 | $5,276 | 12/31/2023 | Semmax Financial Advisors Inc. | 102,990 | $4,518 | 12/31/2023 | SCHI | 102,990 | $4,518 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 96,669 | $4,301 | 03/31/2024 | SCHI | 96,669 | $4,301 | 03/31/2024 | FFG Retirement Advisors LLC | 85,473 | $3,841 | 12/31/2023 | SCHI | 85,473 | $3,841 | 12/31/2023 | Cetera Advisor Networks LLC | 78,522 | $3,529 | 12/31/2023 | SCHI | 78,522 | $3,529 | 12/31/2023 | DecisionPoint Financial LLC | 78,462 | $3,526 | 12/31/2023 | SCHI | 78,462 | $3,526 | 12/31/2023 | Advisory Services Network LLC | 75,126 | $3,376 | 12/31/2023 | SCHI | 75,126 | $3,376 | 12/31/2023 | Mariner LLC | 73,560 | $3,306 | 12/31/2023 | SCHI | 73,560 | $3,306 | 12/31/2023 | Signet Financial Management LLC | 67,119 | $2,986 | 03/31/2024 | SCHI | 67,119 | $2,986 | 03/31/2024 | Kaizen Financial Strategies | 62,935 | $2,828 | 12/31/2023 | SCHI | 62,935 | $2,828 | 12/31/2023 | AlphaStar Capital Management LLC | 54,959 | $2,470 | 12/31/2023 | SCHI | 54,959 | $2,470 | 12/31/2023 | National Asset Management Inc. | 54,526 | $2,450 | 12/31/2023 | SCHI | 54,526 | $2,450 | 12/31/2023 | Essex LLC | 52,060 | $2,340 | 12/31/2023 | SCHI | 52,060 | $2,340 | 12/31/2023 | Citizens National Bank Trust Department | 51,787 | $2,327 | 12/31/2023 | SCHI | 51,787 | $2,327 | 12/31/2023 | Horst & Graben Wealth Management LLC | 50,941 | $2,266 | 03/31/2024 | SCHI | 50,941 | $2,266 | 03/31/2024 | Vident Advisory LLC | 44,308 | $1,991 | 12/31/2023 | SCHI | 44,308 | $1,991 | 12/31/2023 | Forthright Family Wealth Advisory LLC | 43,918 | $1,974 | 12/31/2023 | SCHI | 43,918 | $1,974 | 12/31/2023 | Bank of New Hampshire | 40,801 | $1,815 | 03/31/2024 | SCHI | 40,801 | $1,815 | 03/31/2024 | West Wealth Group LLC | 40,044 | $1,800 | 12/31/2023 | SCHI | 40,044 | $1,800 | 12/31/2023 | Strategic Blueprint LLC | 38,478 | $1,712 | 03/31/2024 | SCHI | 38,478 | $1,712 | 03/31/2024 | Andina Capital Management LLC | 37,210 | $1,655 | 03/31/2024 | SCHI | 37,210 | $1,655 | 03/31/2024 | Austin Private Wealth LLC | 36,760 | $1,619 | 03/31/2024 | SCHI | 36,760 | $1,619 | 03/31/2024 | Stifel Financial Corp | 34,471 | $1,549 | 12/31/2023 | SCHI | 34,471 | $1,549 | 12/31/2023 | Nilsine Partners LLC | 34,295 | $1,526 | 03/31/2024 | SCHI | 34,295 | $1,526 | 03/31/2024 | Vanguard Group Inc. | 33,573 | $1,509 | 12/31/2023 | SCHI | 33,573 | $1,509 | 12/31/2023 | Advisor Group Holdings Inc. | 31,589 | $1,420 | 12/31/2023 | SCHI | 31,589 | $1,420 | 12/31/2023 | Transform Wealth LLC | 30,825 | $1,371 | 03/31/2024 | SCHI | 30,825 | $1,371 | 03/31/2024 | NorthCrest Asset Manangement LLC | 28,852 | $1,284 | 03/31/2024 | SCHI | 28,852 | $1,284 | 03/31/2024 | PFG Advisors | 27,266 | $1,225 | 12/31/2023 | SCHI | 27,266 | $1,225 | 12/31/2023 | Focus Financial Network Inc. ADV | 25,957 | $1,167 | 12/31/2023 | SCHI | 25,957 | $1,167 | 12/31/2023 | Harbour Investments Inc. | 24,192 | $1,087 | 12/31/2023 | SCHI | 24,192 | $1,087 | 12/31/2023 | Advisors Capital Management LLC | 23,098 | $1,038 | 12/31/2023 | SCHI | 23,098 | $1,038 | 12/31/2023 | Mayflower Financial Advisors LLC | 22,922 | $1,030 | 12/31/2023 | SCHI | 22,922 | $1,030 | 12/31/2023 | Beacon Bridge Wealth Partners LLC | 22,524 | $1,012 | 12/31/2023 | SCHI | 22,524 | $1,012 | 12/31/2023 | Gratus Capital LLC | 22,275 | $1,001 | 12/31/2023 | SCHI | 22,275 | $1,001 | 12/31/2023 | WealthPLAN Partners LLC | 21,692 | $975 | 12/31/2023 | SCHI | 21,692 | $975 | 12/31/2023 |
See All: Funds Holding SCHI
See Details: Top 10 Hedge Funds Holding SCHI
Also See: SCHI Holdings Changes
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