Holdings Channel
Quotes delayed 20 minutes

Email EnvelopeFree SCHI Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Institutional Holders of SCHI

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Advisory Inc.108,134,344$4,859,557 12/31/2023
     SCHI108,134,344$4,859,557 12/31/2023
Charles Schwab Investment Management Inc.5,392,664$242,346 12/31/2023
     SCHI5,392,664$242,346 12/31/2023
Raymond James & Associates767,453$34,144 03/31/2024
     SCHI767,453$34,144 03/31/2024
Bank of America Corp DE484,764$21,785 12/31/2023
     SCHI484,764$21,785 12/31/2023
JPMorgan Chase & Co.395,950$17,794 12/31/2023
     SCHI395,950$17,794 12/31/2023
Bouchey Financial Group Ltd361,769$16,095 03/31/2024
     SCHI361,769$16,095 03/31/2024
BlackRock Inc.354,185$15,917 12/31/2023
     SCHI354,185$15,917 12/31/2023
Rational Advisors LLC352,947$15,703 03/31/2024
     SCHI352,947$15,703 03/31/2024
Campbell Wealth Management310,858$13,970 12/31/2023
     SCHI310,858$13,970 12/31/2023
Ogorek Anthony Joseph NY ADV295,357$13,273 12/31/2023
     SCHI295,357$13,273 12/31/2023
Taddei Ludwig & Associates Inc.245,439$10,920 03/31/2024
     SCHI245,439$10,920 03/31/2024
Charles Schwab Trust Co177,645$7,903 03/31/2024
     SCHI177,645$7,903 03/31/2024
Wealth Enhancement Advisory Services LLC160,676$7,148 03/31/2024
     SCHI160,676$7,148 03/31/2024
Marmo Financial Group LLC140,246$6,240 03/31/2024
     SCHI140,246$6,240 03/31/2024
Royal Bank of Canada117,391$5,276 12/31/2023
     SCHI117,391$5,276 12/31/2023
Semmax Financial Advisors Inc.102,990$4,518 12/31/2023
     SCHI102,990$4,518 12/31/2023
Raymond James Financial Services Advisors Inc.96,669$4,301 03/31/2024
     SCHI96,669$4,301 03/31/2024
FFG Retirement Advisors LLC85,473$3,841 12/31/2023
     SCHI85,473$3,841 12/31/2023
Cetera Advisor Networks LLC78,522$3,529 12/31/2023
     SCHI78,522$3,529 12/31/2023
DecisionPoint Financial LLC78,462$3,526 12/31/2023
     SCHI78,462$3,526 12/31/2023
Advisory Services Network LLC75,126$3,376 12/31/2023
     SCHI75,126$3,376 12/31/2023
Mariner LLC73,560$3,306 12/31/2023
     SCHI73,560$3,306 12/31/2023
Signet Financial Management LLC67,119$2,986 03/31/2024
     SCHI67,119$2,986 03/31/2024
Kaizen Financial Strategies62,935$2,828 12/31/2023
     SCHI62,935$2,828 12/31/2023
AlphaStar Capital Management LLC54,959$2,470 12/31/2023
     SCHI54,959$2,470 12/31/2023
National Asset Management Inc.54,526$2,450 12/31/2023
     SCHI54,526$2,450 12/31/2023
Essex LLC52,060$2,340 12/31/2023
     SCHI52,060$2,340 12/31/2023
Citizens National Bank Trust Department51,787$2,327 12/31/2023
     SCHI51,787$2,327 12/31/2023
Horst & Graben Wealth Management LLC50,941$2,266 03/31/2024
     SCHI50,941$2,266 03/31/2024
Vident Advisory LLC44,308$1,991 12/31/2023
     SCHI44,308$1,991 12/31/2023
Forthright Family Wealth Advisory LLC43,918$1,974 12/31/2023
     SCHI43,918$1,974 12/31/2023
Bank of New Hampshire40,801$1,815 03/31/2024
     SCHI40,801$1,815 03/31/2024
West Wealth Group LLC40,044$1,800 12/31/2023
     SCHI40,044$1,800 12/31/2023
Strategic Blueprint LLC38,478$1,712 03/31/2024
     SCHI38,478$1,712 03/31/2024
Andina Capital Management LLC37,210$1,655 03/31/2024
     SCHI37,210$1,655 03/31/2024
Austin Private Wealth LLC36,760$1,619 03/31/2024
     SCHI36,760$1,619 03/31/2024
Stifel Financial Corp34,471$1,549 12/31/2023
     SCHI34,471$1,549 12/31/2023
Nilsine Partners LLC34,295$1,526 03/31/2024
     SCHI34,295$1,526 03/31/2024
Vanguard Group Inc.33,573$1,509 12/31/2023
     SCHI33,573$1,509 12/31/2023
Advisor Group Holdings Inc.31,589$1,420 12/31/2023
     SCHI31,589$1,420 12/31/2023
Transform Wealth LLC30,825$1,371 03/31/2024
     SCHI30,825$1,371 03/31/2024
NorthCrest Asset Manangement LLC28,852$1,284 03/31/2024
     SCHI28,852$1,284 03/31/2024
PFG Advisors27,266$1,225 12/31/2023
     SCHI27,266$1,225 12/31/2023
Focus Financial Network Inc. ADV25,957$1,167 12/31/2023
     SCHI25,957$1,167 12/31/2023
Harbour Investments Inc.24,192$1,087 12/31/2023
     SCHI24,192$1,087 12/31/2023
Advisors Capital Management LLC23,098$1,038 12/31/2023
     SCHI23,098$1,038 12/31/2023
Mayflower Financial Advisors LLC22,922$1,030 12/31/2023
     SCHI22,922$1,030 12/31/2023
Beacon Bridge Wealth Partners LLC22,524$1,012 12/31/2023
     SCHI22,524$1,012 12/31/2023
Gratus Capital LLC22,275$1,001 12/31/2023
     SCHI22,275$1,001 12/31/2023
WealthPLAN Partners LLC21,692$975 12/31/2023
     SCHI21,692$975 12/31/2023

See All: Funds Holding SCHI
See Details: Top 10 Hedge Funds Holding SCHI
Also See: SCHI Holdings Changes

Institutional Holders of SCHI | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.