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Institutions Holding SCHI (257 holders)

257 institutions currently hold SCHI, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
CAPTRUST FINANCIAL ADVISORS$193.4M0.34%
RiverFront Investment Group, LLC$191.8M2.97%
ENVESTNET ASSET MANAGEMENT INC$163.5M0.04%
RAYMOND JAMES FINANCIAL INC$62.6M0.02%
AMERIPRISE FINANCIAL INC$36.3M0.01%
Bouchey Financial Group Ltd$33.5M2.46%
Permanens Capital L.P.$30.6M3.94%
L2 Asset Management, LLC$29.8M2.83%
ROYAL BANK OF CANADA$24.9M0.00%
BANK OF AMERICA CORP /DE/$23.1M0.00%
JPMORGAN CHASE & CO$18.5M0.00%
Janney Montgomery Scott LLC$17.1M0.04%
WestHill Financial Advisors, Inc.$14.3M2.74%
STIFEL FINANCIAL CORP$12.5M0.01%
Charles Schwab Trust Co$11.6M0.75%
VAN STRUM & TOWNE INC.$11.5M3.37%
LPL Financial LLC$11.3M0.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV$10.6M2.91%
White & Co Financial Planning Inc$8.6M6.02%
Advisory Services Network, LLC$8.5M0.11%
JANE STREET GROUP, LLC$8.5M0.00%
Kaizen Financial Strategies$8.4M3.55%
WT Wealth Management$7.7M2.30%
Caitlin John, LLC$7.6M4.59%
CITADEL ADVISORS LLC$7.1M0.00%
Cetera Investment Advisers$6.4M0.01%
Systelligence, LLC$6.0M1.17%
Bank of New Hampshire$5.3M1.22%
TRUIST FINANCIAL CORP$5.3M0.01%
Madden Advisory Services, Inc.$5.2M2.06%
BLAIR WILLIAM & CO/IL$5.0M0.01%
AssuredPartners Investment Advisors, LLC$4.8M0.52%
Mutual Advisors, LLC$4.8M0.10%
Prairiewood Capital, LLC$4.8M1.38%
Mariner, LLC$4.7M0.01%
Seek First Inc.$4.4M3.11%
Arrowroot Family Office, LLC$4.4M1.46%
FF Advisors,LLC$4.1M1.67%
Vident Advisory, LLC$4.1M0.03%
DecisionPoint Financial, LLC$3.7M0.80%
WFA of San Diego, LLC$3.1M2.52%
Wealthspire Advisors, LLC$3.1M0.02%
Entelevest, LLC$3.0M3.02%
HighTower Advisors, LLC$3.0M0.00%
MFG WEALTH MANAGEMENT, INC.$3.0M2.50%
MORGAN STANLEY$2.9M0.00%
Beacon Bridge Wealth Partners, LLC$2.8M0.95%
Creative Planning$2.8M0.00%
Cascades Capital Asset Management, LLC$2.8M1.16%
Concurrent Investment Advisors, LLC$2.6M0.03%
Sanctuary Advisors, LLC$2.5M0.01%
Andina Capital Management, LLC$2.4M2.16%
MERCER GLOBAL ADVISORS INC /ADV$2.3M0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.2M0.00%
Citizens National Bank Trust Department$2.2M0.36%
Equitable Holdings, Inc.$2.1M0.01%
Forthright Family Wealth Advisory LLC$2.1M1.41%
OLD MISSION CAPITAL LLC$2.0M0.03%
Essex LLC$2.0M0.35%
MML INVESTORS SERVICES, LLC$1.9M0.01%
Bestgate Wealth Advisors, LLC$1.8M3.29%
AMERICAN NATIONAL BANK & TRUST$1.7M0.16%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.7M0.00%
Avior Wealth Management, LLC$1.7M0.05%
CERTIOR FINANCIAL GROUP, LLC$1.7M1.06%
OSAIC HOLDINGS, INC.$1.7M0.00%
GM Advisory Group, LLC$1.6M0.06%
INTEGRITY ALLIANCE, LLC.$1.6M0.06%
CreativeOne Wealth, LLC$1.5M0.04%
INTEGRAL INVESTMENT ADVISORS, INC.$1.5M0.38%
Advisors Capital Management, LLC$1.5M0.02%
CoreCap Advisors, LLC$1.5M0.05%
Savant Capital, LLC$1.3M0.01%
Pinnacle Family Advisors, LLC$1.3M0.61%
FIFTH THIRD BANCORP$1.2M0.00%
Corient Private Wealth LLC$1.2M0.00%
Kestra Advisory Services, LLC$1.2M0.00%
Sculati Wealth Management, LLC$1.2M0.43%
CITIGROUP INC$1.2M0.00%
Worth Asset Management, LLC$1.1M0.41%
COMMONWEALTH EQUITY SERVICES, LLC$1.1M0.00%
Orion Porfolio Solutions, LLC$1.1M0.01%
Main Street Research LLC$1.0M0.06%
FMR LLC$997.0K0.00%
Focus Partners Wealth$926.3K0.00%
ASSETMARK, INC$914.6K0.00%
FLOW TRADERS U.S. LLC$878.0K0.03%
Rosenberg Matthew Hamilton$800.2K0.16%
Harel Insurance Investments & Financial Services Ltd.$778.0K0.01%
Avidian Wealth Enterprises, LLC$748.4K0.02%
CREATIVE FINANCIAL DESIGNS INC /ADV$744.5K0.05%
Sigma Planning Corp$700.0K0.02%
MONEY CONCEPTS CAPITAL CORP$672.6K0.04%
FLAGSTAR ADVISORS INC$647.9K0.23%
Koshinski Asset Management, Inc.$639.2K0.04%
Christensen, King & Associates Investment Services, Inc.$633.2K0.27%
Trilogy Capital Inc.$592.1K0.03%
Joule Financial, LLC$574.4K0.17%
Meridian Wealth Management, LLC$570.3K0.02%
Pacific Capital Wealth Advisors, Inc.$555.4K0.09%
Cambridge Investment Research Advisors, Inc.$533.0K0.00%
Sequoia Financial Advisors, LLC$525.0K0.00%
WealthBridge Capital Management, LLC$513.8K0.12%
Waverly Advisors, LLC$508.6K0.00%
PRINCIPAL SECURITIES, INC.$502.2K0.01%
IFP Advisors, Inc$487.1K0.01%
Cerity Partners LLC$473.5K0.00%
HOWE & RUSLING INC$462.6K0.03%
Valmark Advisers, Inc.$459.4K0.01%
Ceeto Capital Group, LLC$454.0K0.14%
Jupiter Wealth Management LLC$452.4K0.18%
Asset Allocation Strategies LLC$450.5K0.08%
Forum Financial Management, LP$449.5K0.01%
Brookstone Capital Management$447.5K0.01%
HARBOUR INVESTMENTS, INC.$416.9K0.01%
ABSOLUTE CAPITAL MANAGEMENT, LLC$415.9K0.14%
FC Advisory LLC$403.0K0.12%
DAVENPORT & Co LLC$376.0K0.00%
Facet Wealth, Inc.$370.6K0.01%
WealthPlan Investment Management, LLC$368.3K0.02%
Capital Analysts, LLC$363.0K0.01%
Spartan Wealth Advisory Services LLC$361.4K0.03%
&PARTNERS$356.8K0.00%
SCOTIA CAPITAL INC.$356.3K0.00%
CIBC Bancorp USA Inc.$355.4K0.00%
NATIONAL BANK OF CANADA /FI/$328.7K0.00%
CWM, LLC$327.1K0.00%
Quartz Partners, LLC$326.0K0.13%
Capstone Wealth Management Group LLC$323.8K0.20%
Swisher Financial Concepts, Inc.$319.0K0.18%
Advisor Resource Council$308.5K0.10%
PATTEN & PATTEN INC/TN$306.1K0.02%
Betterment LLC$299.0K0.00%
CERTUITY, LLC$297.7K0.02%
EP Wealth Advisors, LLC$296.1K0.00%
MONECO ADVISORS, LLC$294.5K0.02%
Independent Advisor Alliance$291.8K0.00%
CHAPIN DAVIS, INC.$282.4K0.06%
UNITED CAPITAL FINANCIAL ADVISORS, LLC$280.7K0.00%
Tradition Wealth Management, LLC$279.0K0.02%
MILLENNIUM MANAGEMENT LLC$274.2K0.00%
Morton Brown Family Wealth, LLC$273.0K0.07%
LODESTAR PRIVATE ASSET MANAGEMENT LLC$272.2K0.03%
Guardian Financial Partners, LLC$262.1K0.11%
Selective Wealth Management, Inc.$260.1K0.08%
MITCHELL SINKLER & STARR/PA$255.5K0.12%
GTS FINANCIAL, LLC$243.4K0.19%
Private Wealth Asset Management, LLC$240.0K0.03%
Baird Financial Group, Inc.$233.3K0.00%
PFG Investments, LLC$231.0K0.01%