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There is a long list of 821 institutional holders of SCHM 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 SCHM by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SCHM table below,
the initial column indicates the name of each top institutional holder of SCHM, with a link to that fund's top holdings. The next columns
indicate the amount of SCHM stock held by each of the institutional holders of SCHM, followed by the SCHM 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 |
Financial Engines Advisors L.L.C. | 21,134,065 | $1,591,818 | 12/31/2023 | SCHM | 21,134,065 | $1,591,818 | 12/31/2023 | Cerity Partners LLC | 18,943,319 | $1,426,811 | 12/31/2023 | SCHM | 18,943,319 | $1,426,811 | 12/31/2023 | Creative Planning | 10,259,228 | $772,725 | 12/31/2023 | SCHM | 10,259,228 | $772,725 | 12/31/2023 | HighTower Advisors LLC | 3,635,515 | $273,876 | 12/31/2023 | SCHM | 3,635,515 | $273,876 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 2,140,092 | $174,268 | 03/31/2024 | SCHM | 2,140,092 | $174,268 | 03/31/2024 | Moneta Group Investment Advisors LLC | 1,995,865 | $150,329 | 12/31/2023 | SCHM | 1,995,865 | $150,329 | 12/31/2023 | Prime Capital Investment Advisors LLC | 1,718,778 | $129,458 | 12/31/2023 | SCHM | 1,718,778 | $129,458 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 1,586,559 | $119,519 | 12/31/2023 | SCHM | 1,586,559 | $119,519 | 12/31/2023 | UBS Group AG | 1,570,981 | $118,326 | 12/31/2023 | SCHM | 1,570,981 | $118,326 | 12/31/2023 | Advisory Alpha LLC | 1,530,160 | $115,258 | 12/31/2023 | SCHM | 1,530,160 | $115,258 | 12/31/2023 | Legacy Wealth Management Inc | 1,347,894 | $109,759 | 03/31/2024 | SCHM | 1,347,894 | $109,759 | 03/31/2024 | Fragasso Group Inc. | 960,390 | $78,205 | 03/31/2024 | SCHM | 960,390 | $78,205 | 03/31/2024 | JMG Financial Group Ltd. | 1,003,645 | $75,595 | 12/31/2023 | SCHM | 1,003,645 | $75,595 | 12/31/2023 | Envestnet Asset Management Inc. | 736,006 | $55,436 | 12/31/2023 | SCHM | 736,006 | $55,436 | 12/31/2023 | LPL Financial LLC | 704,723 | $53,080 | 12/31/2023 | SCHM | 704,723 | $53,080 | 12/31/2023 | Ameriprise Financial Inc. | 688,651 | $51,872 | 12/31/2023 | SCHM | 688,651 | $51,872 | 12/31/2023 | Mariner LLC | 678,733 | $51,122 | 12/31/2023 | SCHM | 678,733 | $51,122 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 635,622 | $47,875 | 12/31/2023 | SCHM | 635,622 | $47,875 | 12/31/2023 | Summit Financial Strategies Inc. | 607,323 | $45,744 | 12/31/2023 | SCHM | 607,323 | $45,744 | 12/31/2023 | RKL Wealth Management LLC | 587,211 | $44,229 | 12/31/2023 | SCHM | 587,211 | $44,229 | 12/31/2023 | Beacon Pointe Advisors LLC | 571,417 | $43,039 | 12/31/2023 | SCHM | 571,417 | $43,039 | 12/31/2023 | BLB&B Advisors LLC | 562,315 | $42,354 | 12/31/2023 | SCHM | 562,315 | $42,354 | 12/31/2023 | HHM Wealth Advisors LLC | 553,938 | $41,723 | 12/31/2023 | SCHM | 553,938 | $41,723 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 519,919 | $39,160 | 12/31/2023 | SCHM | 519,919 | $39,160 | 12/31/2023 | Gemmer Asset Management LLC | 466,500 | $35,137 | 12/31/2023 | SCHM | 466,500 | $35,137 | 12/31/2023 | Sheets Smith Wealth Management | 448,039 | $33,746 | 12/31/2023 | SCHM | 448,039 | $33,746 | 12/31/2023 | Thrivent Financial for Lutherans | 441,159 | $33,229 | 12/31/2023 | SCHM | 441,159 | $33,229 | 12/31/2023 | Resources Investment Advisors LLC. | 436,738 | $32,895 | 12/31/2023 | SCHM | 436,738 | $32,895 | 12/31/2023 | Advocacy Wealth Management Services LLC | 403,274 | $32,839 | 03/31/2024 | SCHM | 403,274 | $32,839 | 03/31/2024 | Moisand Fitzgerald Tamayo LLC | 377,757 | $30,761 | 03/31/2024 | SCHM | 377,757 | $30,761 | 03/31/2024 | DAVENPORT & Co LLC | 391,936 | $29,521 | 12/31/2023 | SCHM | 391,936 | $29,521 | 12/31/2023 | Buckingham Capital Management Inc. | 360,250 | $29,335 | 03/31/2024 | SCHM | 360,250 | $29,335 | 03/31/2024 | Summit Asset Management LLC | 354,576 | $26,707 | 12/31/2023 | SCHM | 354,576 | $26,707 | 12/31/2023 | Morgan Stanley | 339,032 | $25,536 | 12/31/2023 | SCHM | 339,032 | $25,536 | 12/31/2023 | Curi Capital | 329,941 | $24,851 | 12/31/2023 | SCHM | 329,941 | $24,851 | 12/31/2023 | Modera Wealth Management LLC | 325,109 | $24,487 | 12/31/2023 | SCHM | 325,109 | $24,487 | 12/31/2023 | Noble Family Wealth LLC | 296,259 | $24,124 | 03/31/2024 | SCHM | 296,259 | $24,124 | 03/31/2024 | Mokosak Advisory Group LLC | 314,229 | $23,667 | 12/31/2023 | SCHM | 314,229 | $23,667 | 12/31/2023 | Elwood & Goetz Wealth Advisory Group LLC | 305,047 | $22,976 | 12/31/2023 | SCHM | 305,047 | $22,976 | 12/31/2023 | Exencial Wealth Advisors LLC | 303,421 | $22,854 | 12/31/2023 | SCHM | 303,421 | $22,854 | 12/31/2023 | Manchester Financial Inc. | 290,168 | $21,855 | 12/31/2023 | SCHM | 290,168 | $21,855 | 12/31/2023 | Dynamic Advisor Solutions LLC | 263,711 | $21,474 | 03/31/2024 | SCHM | 263,711 | $21,474 | 03/31/2024 | HBK Sorce Advisory LLC | 276,158 | $20,800 | 12/31/2023 | SCHM | 276,158 | $20,800 | 12/31/2023 | Salem Investment Counselors Inc. | 250,866 | $20,428 | 03/31/2024 | SCHM | 250,866 | $20,428 | 03/31/2024 | Sage Financial Group Inc. | 261,837 | $19,722 | 12/31/2023 | SCHM | 261,837 | $19,722 | 12/31/2023 | Campbell Wealth Management | 260,978 | $19,657 | 12/31/2023 | SCHM | 260,978 | $19,657 | 12/31/2023 | ProVise Management Group LLC | 259,651 | $19,557 | 12/31/2023 | SCHM | 259,651 | $19,557 | 12/31/2023 | Bank of America Corp DE | 258,608 | $19,478 | 12/31/2023 | SCHM | 258,608 | $19,478 | 12/31/2023 | IFP Advisors Inc | 257,070 | $19,363 | 12/31/2023 | SCHM | 257,070 | $19,363 | 12/31/2023 | Cetera Advisor Networks LLC | 253,891 | $19,123 | 12/31/2023 | SCHM | 253,891 | $19,123 | 12/31/2023 |
See All: Funds Holding SCHM
See Details: Top 10 Hedge Funds Holding SCHM
Also See: SCHM Holdings Changes
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