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Institutional Holders of SCHZ

There is a long list of 560 institutional holders of SCHZ 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 SCHZ by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SCHZ table below, the initial column indicates the name of each top institutional holder of SCHZ, with a link to that fund's top holdings. The next columns indicate the amount of SCHZ stock held by each of the institutional holders of SCHZ, followed by the SCHZ 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 Management Inc.26,820,056$1,250,351 12/31/2023
     SCHZ26,820,056$1,250,351 12/31/2023
Cerity Partners LLC4,298,526$200,397 12/31/2023
     SCHZ4,298,526$200,397 12/31/2023
JPMorgan Chase & Co.3,905,641$182,081 12/31/2023
     SCHZ3,905,641$182,081 12/31/2023
Honkamp Krueger Financial Services Inc.2,995,096$139,631 12/31/2023
     SCHZ2,995,096$139,631 12/31/2023
Ameriprise Financial Inc.2,665,368$124,443 12/31/2023
     SCHZ2,665,368$124,443 12/31/2023
Destination Wealth Management2,530,552$117,974 12/31/2023
     SCHZ2,530,552$117,974 12/31/2023
Financial Engines Advisors L.L.C.2,508,804$116,960 12/31/2023
     SCHZ2,508,804$116,960 12/31/2023
Goldman Sachs Group Inc.2,507,416$116,896 12/31/2023
     SCHZ2,507,416$116,896 12/31/2023
Envestnet Asset Management Inc.2,351,503$109,627 12/31/2023
     SCHZ2,351,503$109,627 12/31/2023
Rockbridge Investment Management LCC2,240,408$104,448 12/31/2023
     SCHZ2,240,408$104,448 12/31/2023
Resources Investment Advisors LLC.1,850,989$86,293 12/31/2023
     SCHZ1,850,989$86,293 12/31/2023
Wealth Enhancement Advisory Services LLC1,855,663$85,361 03/31/2024
     SCHZ1,855,663$85,361 03/31/2024
McAdam LLC1,627,201$74,851 03/31/2024
     SCHZ1,627,201$74,851 03/31/2024
Charles Schwab Trust Co1,409,246$64,825 03/31/2024
     SCHZ1,409,246$64,825 03/31/2024
HighTower Advisors LLC1,371,627$63,919 12/31/2023
     SCHZ1,371,627$63,919 12/31/2023
Total Wealth Planning LLC1,145,355$52,686 03/31/2024
     SCHZ1,145,355$52,686 03/31/2024
Hengehold Capital Management LLC971,965$44,710 03/31/2024
     SCHZ971,965$44,710 03/31/2024
AlphaStar Capital Management LLC955,282$44,535 12/31/2023
     SCHZ955,282$44,535 12/31/2023
Kohmann Bosshard Financial Services LLC819,938$37,717 03/31/2024
     SCHZ819,938$37,717 03/31/2024
Toronto Dominion Bank778,500$36,294 12/31/2023
     SCHZ778,500$36,294 12/31/2023
Horst & Graben Wealth Management LLC698,302$32,122 03/31/2024
     SCHZ698,302$32,122 03/31/2024
Bank of America Corp DE653,477$30,465 12/31/2023
     SCHZ653,477$30,465 12/31/2023
KilterHowling LLC633,984$29,315 12/31/2023
     SCHZ633,984$29,315 12/31/2023
Morgan Stanley599,240$27,937 12/31/2023
     SCHZ599,240$27,937 12/31/2023
Theory Financial LLC582,483$27,155 12/31/2023
     SCHZ582,483$27,155 12/31/2023
Mercer Global Advisors Inc. ADV579,975$27,038 12/31/2023
     SCHZ579,975$27,038 12/31/2023
Sequoia Financial Advisors LLC567,946$26,478 12/31/2023
     SCHZ567,946$26,478 12/31/2023
Towercrest Capital Management524,085$24,433 12/31/2023
     SCHZ524,085$24,433 12/31/2023
Cliftonlarsonallen Wealth Advisors LLC511,866$23,863 12/31/2023
     SCHZ511,866$23,863 12/31/2023
Alliance Wealth Management Group509,553$23,755 12/31/2023
     SCHZ509,553$23,755 12/31/2023
Financial Life Advisors502,646$23,122 03/31/2024
     SCHZ502,646$23,122 03/31/2024
Austin Private Wealth LLC481,564$21,921 03/31/2024
     SCHZ481,564$21,921 03/31/2024
Mokosak Advisory Group LLC426,397$19,879 12/31/2023
     SCHZ426,397$19,879 12/31/2023
United Capital Financial Advisers LLC410,380$19,132 12/31/2023
     SCHZ410,380$19,132 12/31/2023
TSA Wealth Managment LLC402,199$18,751 12/31/2023
     SCHZ402,199$18,751 12/31/2023
Mariner LLC399,194$18,610 12/31/2023
     SCHZ399,194$18,610 12/31/2023
Tenret Co LLC343,168$15,786 03/31/2024
     SCHZ343,168$15,786 03/31/2024
One Wealth Advisors LLC334,803$15,401 03/31/2024
     SCHZ334,803$15,401 03/31/2024
Larson Financial Group LLC319,621$14,901 12/31/2023
     SCHZ319,621$14,901 12/31/2023
Financial Advisory Service Inc.318,683$14,857 12/31/2023
     SCHZ318,683$14,857 12/31/2023
Advisor Group Holdings Inc.314,515$14,663 12/31/2023
     SCHZ314,515$14,663 12/31/2023
Congress Wealth Management LLC DE 308,510$14,192 03/31/2024
     SCHZ308,510$14,192 03/31/2024
Cetera Investment Advisers291,007$13,567 12/31/2023
     SCHZ291,007$13,567 12/31/2023
Pioneer Wealth Management Group288,019$13,249 03/31/2024
     SCHZ288,019$13,249 03/31/2024
Revolve Wealth Partners LLC281,529$12,950 03/31/2024
     SCHZ281,529$12,950 03/31/2024
Members Advisory Group LLC272,314$12,695 12/31/2023
     SCHZ272,314$12,695 12/31/2023
Moneta Group Investment Advisors LLC252,151$11,755 12/31/2023
     SCHZ252,151$11,755 12/31/2023
Waterford Advisors LLC236,022$11,003 12/31/2023
     SCHZ236,022$11,003 12/31/2023
Bond & Devick Financial Network Inc.234,423$10,929 12/31/2023
     SCHZ234,423$10,929 12/31/2023
Columbus Macro LLC230,246$10,591 03/31/2024
     SCHZ230,246$10,591 03/31/2024

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

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