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Institutional Holders of SCHM

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Financial Engines Advisors L.L.C.21,134,065$1,591,818 12/31/2023
     SCHM21,134,065$1,591,818 12/31/2023
Cerity Partners LLC18,943,319$1,426,811 12/31/2023
     SCHM18,943,319$1,426,811 12/31/2023
Creative Planning10,259,228$772,725 12/31/2023
     SCHM10,259,228$772,725 12/31/2023
HighTower Advisors LLC3,635,515$273,876 12/31/2023
     SCHM3,635,515$273,876 12/31/2023
Wealth Enhancement Advisory Services LLC2,140,092$174,268 03/31/2024
     SCHM2,140,092$174,268 03/31/2024
Moneta Group Investment Advisors LLC1,995,865$150,329 12/31/2023
     SCHM1,995,865$150,329 12/31/2023
Prime Capital Investment Advisors LLC1,718,778$129,458 12/31/2023
     SCHM1,718,778$129,458 12/31/2023
Northwestern Mutual Wealth Management Co.1,586,559$119,519 12/31/2023
     SCHM1,586,559$119,519 12/31/2023
UBS Group AG1,570,981$118,326 12/31/2023
     SCHM1,570,981$118,326 12/31/2023
Advisory Alpha LLC1,530,160$115,258 12/31/2023
     SCHM1,530,160$115,258 12/31/2023
Legacy Wealth Management Inc1,347,894$109,759 03/31/2024
     SCHM1,347,894$109,759 03/31/2024
Fragasso Group Inc.960,390$78,205 03/31/2024
     SCHM960,390$78,205 03/31/2024
JMG Financial Group Ltd.1,003,645$75,595 12/31/2023
     SCHM1,003,645$75,595 12/31/2023
Envestnet Asset Management Inc.736,006$55,436 12/31/2023
     SCHM736,006$55,436 12/31/2023
LPL Financial LLC704,723$53,080 12/31/2023
     SCHM704,723$53,080 12/31/2023
Ameriprise Financial Inc.688,651$51,872 12/31/2023
     SCHM688,651$51,872 12/31/2023
Mariner LLC678,733$51,122 12/31/2023
     SCHM678,733$51,122 12/31/2023
Raymond James Financial Services Advisors Inc.635,622$47,875 12/31/2023
     SCHM635,622$47,875 12/31/2023
Summit Financial Strategies Inc.607,323$45,744 12/31/2023
     SCHM607,323$45,744 12/31/2023
RKL Wealth Management LLC587,211$44,229 12/31/2023
     SCHM587,211$44,229 12/31/2023
Beacon Pointe Advisors LLC571,417$43,039 12/31/2023
     SCHM571,417$43,039 12/31/2023
BLB&B Advisors LLC562,315$42,354 12/31/2023
     SCHM562,315$42,354 12/31/2023
HHM Wealth Advisors LLC553,938$41,723 12/31/2023
     SCHM553,938$41,723 12/31/2023
Mercer Global Advisors Inc. ADV519,919$39,160 12/31/2023
     SCHM519,919$39,160 12/31/2023
Gemmer Asset Management LLC466,500$35,137 12/31/2023
     SCHM466,500$35,137 12/31/2023
Sheets Smith Wealth Management448,039$33,746 12/31/2023
     SCHM448,039$33,746 12/31/2023
Thrivent Financial for Lutherans441,159$33,229 12/31/2023
     SCHM441,159$33,229 12/31/2023
Resources Investment Advisors LLC.436,738$32,895 12/31/2023
     SCHM436,738$32,895 12/31/2023
Advocacy Wealth Management Services LLC403,274$32,839 03/31/2024
     SCHM403,274$32,839 03/31/2024
Moisand Fitzgerald Tamayo LLC377,757$30,761 03/31/2024
     SCHM377,757$30,761 03/31/2024
DAVENPORT & Co LLC391,936$29,521 12/31/2023
     SCHM391,936$29,521 12/31/2023
Buckingham Capital Management Inc.360,250$29,335 03/31/2024
     SCHM360,250$29,335 03/31/2024
Summit Asset Management LLC354,576$26,707 12/31/2023
     SCHM354,576$26,707 12/31/2023
Morgan Stanley339,032$25,536 12/31/2023
     SCHM339,032$25,536 12/31/2023
Curi Capital329,941$24,851 12/31/2023
     SCHM329,941$24,851 12/31/2023
Modera Wealth Management LLC325,109$24,487 12/31/2023
     SCHM325,109$24,487 12/31/2023
Noble Family Wealth LLC296,259$24,124 03/31/2024
     SCHM296,259$24,124 03/31/2024
Mokosak Advisory Group LLC314,229$23,667 12/31/2023
     SCHM314,229$23,667 12/31/2023
Elwood & Goetz Wealth Advisory Group LLC305,047$22,976 12/31/2023
     SCHM305,047$22,976 12/31/2023
Exencial Wealth Advisors LLC303,421$22,854 12/31/2023
     SCHM303,421$22,854 12/31/2023
Manchester Financial Inc.290,168$21,855 12/31/2023
     SCHM290,168$21,855 12/31/2023
Dynamic Advisor Solutions LLC263,711$21,474 03/31/2024
     SCHM263,711$21,474 03/31/2024
HBK Sorce Advisory LLC276,158$20,800 12/31/2023
     SCHM276,158$20,800 12/31/2023
Salem Investment Counselors Inc.250,866$20,428 03/31/2024
     SCHM250,866$20,428 03/31/2024
Sage Financial Group Inc.261,837$19,722 12/31/2023
     SCHM261,837$19,722 12/31/2023
Campbell Wealth Management260,978$19,657 12/31/2023
     SCHM260,978$19,657 12/31/2023
ProVise Management Group LLC259,651$19,557 12/31/2023
     SCHM259,651$19,557 12/31/2023
Bank of America Corp DE258,608$19,478 12/31/2023
     SCHM258,608$19,478 12/31/2023
IFP Advisors Inc257,070$19,363 12/31/2023
     SCHM257,070$19,363 12/31/2023
Cetera Advisor Networks LLC253,891$19,123 12/31/2023
     SCHM253,891$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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