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Institutional Holders of SCHY

There is a long list of 102 institutional holders of SCHY 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 SCHY by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SCHY table below, the initial column indicates the name of each top institutional holder of SCHY, with a link to that fund's top holdings. The next columns indicate the amount of SCHY stock held by each of the institutional holders of SCHY, followed by the SCHY 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
Cresset Asset Management LLC1,677,467$41,249 12/31/2023
     SCHY1,677,467$41,249 12/31/2023
Jane Street Group LLC1,222,887$30,071 12/31/2023
     SCHY1,222,887$30,071 12/31/2023
Charles Schwab Investment Management Inc.1,082,918$26,629 12/31/2023
     SCHY1,082,918$26,629 12/31/2023
Summit Asset Management LLC742,336$18,254 12/31/2023
     SCHY742,336$18,254 12/31/2023
Kohmann Bosshard Financial Services LLC514,548$12,483 03/31/2024
     SCHY514,548$12,483 03/31/2024
Souders Financial Advisors485,950$11,950 12/31/2023
     SCHY485,950$11,950 12/31/2023
Principle Wealth Partners LLC349,986$8,491 03/31/2024
     SCHY349,986$8,491 03/31/2024
Simplex Trading LLC $6,480 03/31/2024
     Call139,500$10,803 03/31/2024
     Put57,600$4,327 03/31/2024
     SCHY174$4 03/31/2024
Advisor Group Holdings Inc.228,533$5,620 12/31/2023
     SCHY228,533$5,620 12/31/2023
Tradition Wealth Management LLC205,409$5,051 12/31/2023
     SCHY205,409$5,051 12/31/2023
Stifel Financial Corp201,020$4,943 12/31/2023
     SCHY201,020$4,943 12/31/2023
LPL Financial LLC194,892$4,792 12/31/2023
     SCHY194,892$4,792 12/31/2023
HighTower Advisors LLC187,371$4,605 12/31/2023
     SCHY187,371$4,605 12/31/2023
Integrated Wealth Concepts LLC182,600$4,490 12/31/2023
     SCHY182,600$4,490 12/31/2023
Asset Advisors Investment Management LLC181,730$4,469 12/31/2023
     SCHY181,730$4,469 12/31/2023
First Merchants Corp182,234$4,419 03/31/2024
     SCHY182,234$4,419 03/31/2024
Charles Schwab Trust Co179,787$4,362 03/31/2024
     SCHY179,787$4,362 03/31/2024
Citadel Advisors LLC172,959$4,253 12/31/2023
     SCHY172,959$4,253 12/31/2023
Bank of America Corp DE137,307$3,376 12/31/2023
     SCHY137,307$3,376 12/31/2023
Northwestern Mutual Wealth Management Co.134,510$3,308 12/31/2023
     SCHY134,510$3,308 12/31/2023
Carolinas Wealth Consulting LLC125,189$3,078 12/31/2023
     SCHY125,189$3,078 12/31/2023
Pathstone Holdings LLC124,368$3,058 12/31/2023
     SCHY124,368$3,058 12/31/2023
ProVise Management Group LLC122,980$3,024 12/31/2023
     SCHY122,980$3,024 12/31/2023
Iron Financial LLC114,507$2,778 03/31/2024
     SCHY114,507$2,778 03/31/2024
Red Mountain Financial LLC98,056$2,411 12/31/2023
     SCHY98,056$2,411 12/31/2023
Exencial Wealth Advisors LLC96,031$2,361 12/31/2023
     SCHY96,031$2,361 12/31/2023
Warren Averett Asset Management LLC94,072$2,313 12/31/2023
     SCHY94,072$2,313 12/31/2023
Cambridge Investment Research Advisors Inc.93,093$2,258 03/31/2024
     SCHY93,093$2,258 03/31/2024
LongView Wealth Management90,661$2,199 03/31/2024
     SCHY90,661$2,199 03/31/2024
Wsfs Capital Management LLC88,504$2,176 12/31/2023
     SCHY88,504$2,176 12/31/2023
Redhawk Wealth Advisors Inc.84,220$2,071 12/31/2023
     SCHY84,220$2,071 12/31/2023
OLD Mission Capital LLC76,146$1,872 12/31/2023
     SCHY76,146$1,872 12/31/2023
Noble Family Wealth LLC74,632$1,811 03/31/2024
     SCHY74,632$1,811 03/31/2024
MAI Capital Management73,585$1,809 12/31/2023
     SCHY73,585$1,809 12/31/2023
Commonwealth Equity Services LLC67,207$1,653 12/31/2023
     SCHY67,207$1,653 12/31/2023
West Oak Capital LLC64,218$1,558 03/31/2024
     SCHY64,218$1,558 03/31/2024
Sowell Financial Services LLC62,818$1,545 12/31/2023
     SCHY62,818$1,545 12/31/2023
Mutual Advisors LLC59,543$1,464 12/31/2023
     SCHY59,543$1,464 12/31/2023
Wealth Enhancement Advisory Services LLC56,426$1,369 03/31/2024
     SCHY56,426$1,369 03/31/2024
Vanguard Group Inc.42,807$1,053 12/31/2023
     SCHY42,807$1,053 12/31/2023
Lodestar Private Asset Management LLC40,697$987 03/31/2024
     SCHY40,697$987 03/31/2024
Spinnaker Investment Group LLC39,860$967 03/31/2024
     SCHY39,860$967 03/31/2024
Cahill Financial Advisors Inc.39,300$966 12/31/2023
     SCHY39,300$966 12/31/2023
D Orazio & Associates Inc.38,108$937 12/31/2023
     SCHY38,108$937 12/31/2023
Wedmont Private Capital38,305$924 03/31/2024
     SCHY38,305$924 03/31/2024
Strategic Investment Solutions Inc. IL36,569$899 12/31/2023
     SCHY36,569$899 12/31/2023
CAP Partners LLC36,395$883 03/31/2024
     SCHY36,395$883 03/31/2024
Envestnet Asset Management Inc.34,299$843 12/31/2023
     SCHY34,299$843 12/31/2023
Raymond James & Associates33,163$805 03/31/2024
     SCHY33,163$805 03/31/2024
Cowa LLC31,096$765 12/31/2023
     SCHY31,096$765 12/31/2023

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

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