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Institutions Holding SCHR (508 holders)

508 institutions currently hold SCHR, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$6.2B0.95%
ROYAL BANK OF CANADA$431.8M0.08%
AMERIPRISE FINANCIAL INC$333.3M0.08%
STIFEL FINANCIAL CORP$189.9M0.17%
BANK OF AMERICA CORP /DE/$154.2M0.01%
JPMORGAN CHASE & CO$148.6M0.01%
ENVESTNET ASSET MANAGEMENT INC$115.8M0.03%
EXCHANGE TRADED CONCEPTS, LLC$105.0M0.74%
Cornerstone Wealth Advisors, Inc.$99.5M22.90%
Moisand Fitzgerald Tamayo, LLC$97.1M10.43%
Pacific Sage Partners, LLC$86.7M13.64%
Resonant Capital Advisors, LLC$74.8M3.93%
STATE STREET CORP$72.2M0.00%
Crane Advisory, LLC$69.5M10.41%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$64.2M0.13%
Avidian Wealth Enterprises, LLC$59.3M1.88%
LPL Financial LLC$52.9M0.01%
Clearstead Advisors, LLC$48.7M0.44%
Cerity Partners LLC$48.0M0.07%
Empowered Funds, LLC$48.0M0.31%
MORGAN STANLEY$45.1M0.00%
Intelligence Driven Advisers, LLC$40.9M7.13%
FLC Capital Advisors$40.5M7.23%
Advisory Alpha, LLC$38.1M1.04%
DAVENPORT & Co LLC$37.5M0.20%
Baird Financial Group, Inc.$36.0M0.06%
WELLS FARGO & COMPANY/MN$35.7M0.01%
Beacon Wealthcare LLC$35.1M12.38%
Hapanowicz & Associates Financial Services, Inc$34.8M13.84%
DIVERSIFY WEALTH MANAGEMENT, LLC$31.8M0.57%
High Probability Advisors, LLC$31.7M4.06%
First National Trust Co$31.1M1.06%
WestHill Financial Advisors, Inc.$30.8M5.88%
Cetera Investment Advisers$28.7M0.03%
FOSTER & MOTLEY INC$28.4M1.47%
Galvin, Gaustad & Stein, LLC$26.8M2.14%
Your Advocates Ltd., LLP$25.0M7.62%
Stokes Family Office, LLC$24.8M2.56%
JONES FINANCIAL COMPANIES LLLP$22.9M0.01%
Summit Financial, LLC$22.8M0.29%
Creative Planning$22.7M0.02%
Tradition Wealth Management, LLC$22.7M1.61%
HC Advisors, LLC$22.4M15.00%
Allworth Financial LP$22.1M0.09%
Waverly Advisors, LLC$19.8M0.15%
Madison Asset Management, LLC$19.4M0.24%
SWS Partners$17.9M4.42%
Morton Brown Family Wealth, LLC$17.5M4.62%
One Degree Advisors Inc$17.4M4.57%
Downshift Financial, LLC$16.9M8.73%
Altiora Financial Group, LLC$16.3M2.68%
UBS Group AG$16.2M0.00%
Marshall Financial Group, LLC$15.7M2.51%
Perigon Wealth Management, LLC$14.8M0.27%
EXENCIAL WEALTH ADVISORS, LLC$13.9M0.43%
WorthPointe, LLC$13.9M3.76%
FRANKLIN RESOURCES INC$13.4M0.00%
COMMONWEALTH EQUITY SERVICES, LLC$13.3M0.02%
Walker Financial Services, Inc.$13.2M4.50%
Kathmere Capital Management, LLC$13.1M0.80%
BANK OF MONTREAL /CAN/$13.0M0.00%
Holcombe Financial, Inc.$12.7M7.49%
Fiduciary Alliance LLC$12.6M0.76%
Midwest Trust Co$12.4M0.16%
McAdam, LLC$12.4M0.56%
Tidal Investments LLC$12.2M0.03%
White Pine Investment CO$11.4M2.66%
Foundation Wealth Management, LLC\PA$11.4M4.03%
MassMutual Private Wealth & Trust, FSB$11.3M0.31%
Walkner Condon Financial Advisors LLC$11.3M1.49%
Clarity Wealth Development LLC$11.1M9.03%
Oakwell Private Wealth Management, LLC$10.8M1.93%
ADVOCATE GROUP LLC$10.7M1.68%
Vident Advisory, LLC$10.7M0.09%
Attessa Capital LLC$10.5M5.72%
RAYMOND JAMES FINANCIAL INC$10.5M0.00%
Cadia Private Client LLC$10.2M8.29%
Destiny Wealth Partners, LLC$10.2M1.12%
BlackRock, Inc.$9.8M0.00%
Scarborough Advisors, LLC$9.7M1.06%
Hidden Cove Wealth Management, LLC$9.5M6.09%
Darrow Company, Inc.$9.4M4.23%
MML INVESTORS SERVICES, LLC$9.4M0.03%
Bulwark Capital Corp$9.0M5.54%
Cloud Capital Management, LLC$8.9M3.86%
BENJAMIN EDWARDS INC$8.8M0.09%
Blake Schutter Theil Wealth Advisors, LLC$8.8M7.14%
Act Two Investors LLC$8.7M1.92%
Centric Wealth Management$8.7M1.73%
Savvy Advisors, Inc.$8.7M0.23%
Mariner, LLC$8.6M0.01%
Kelly Financial Services LLC$8.6M2.07%
Valmark Advisers, Inc.$8.4M0.10%
Tennessee Valley Asset Management Partners$8.2M1.09%
OSAIC HOLDINGS, INC.$8.2M0.01%
DOCK STREET ASSET MANAGEMENT INC$7.9M0.83%
Keystone Global Partners, LLC$7.7M3.41%
SENTINEL PENSION ADVISORS, LLC$7.7M1.14%
Harvest Portfolios Group Inc.$7.6M0.13%
Focus Partners Wealth$7.6M0.01%
Maridea Wealth Management LLC$7.3M1.07%
Payne Capital LLC$7.3M6.73%
SIMA Wealth Partners, LLC$7.3M5.55%
L.K. Benson & Company, P.C.$7.2M2.38%
Cambridge Investment Research Advisors, Inc.$6.9M0.02%
CreativeOne Wealth, LLC$6.9M0.16%
INTEGRITY ALLIANCE, LLC.$6.6M0.25%
Foundations Investment Advisors, LLC$6.6M0.08%
Cooke Wealth Management, LLC$6.5M5.79%
SIGNET FINANCIAL MANAGEMENT, LLC$6.5M0.73%
CAPTRUST FINANCIAL ADVISORS$6.1M0.01%
Kestra Advisory Services, LLC$6.0M0.02%
MYECFO, LLC$5.9M2.48%
Refined Wealth Management$5.7M3.59%
FLOW TRADERS U.S. LLC$5.6M0.18%
Christensen, King & Associates Investment Services, Inc.$5.5M2.37%
Independent Solutions Wealth Management, LLC$5.5M0.80%
Code Waechter LLC$5.4M3.20%
Heritage Wealth Management, Inc. /CA/$5.4M2.96%
STABLEFORD CAPITAL II LLC$5.3M1.99%
W.H. Cornerstone Investments Inc.$5.1M3.18%
LIBRA WEALTH LLC$5.0M1.42%
WT Wealth Management$5.0M1.47%
Modus Advisors, LLC$4.9M1.35%
Inspire Advisors, LLC$4.6M0.38%
Hilltop Partners LLC$4.5M1.15%
Upper Left Wealth Management, LLC$4.4M2.59%
SYM FINANCIAL Corp$4.3M0.43%
IEQ CAPITAL, LLC$4.2M0.02%
North Forty Two & Co.$4.2M3.84%
Ausdal Financial Partners, Inc.$4.1M0.18%
Financial & Tax Architects, LLC$4.1M0.91%
Farther Finance Advisors, LLC$4.1M0.04%
Farrow Financial, Inc.$4.0M2.30%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.9M0.00%
Csenge Advisory Group$3.7M0.17%
Inman Jager Wealth Management, LLC$3.7M2.18%
WealthCare Investment Partners, LLC$3.7M1.03%
ASSETMARK, INC$3.6M0.01%
Spectrum Asset Management, Inc. (NB/CA)$3.5M1.10%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.4M0.00%
CWM, LLC$3.4M0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV$3.4M0.20%
Addison Advisors LLC$3.3M0.72%
RENAISSANCE TECHNOLOGIES LLC$3.2M0.01%
BLAIR WILLIAM & CO/IL$3.2M0.01%
Claro Advisors Inc.$3.2M0.38%
HUTCHINSON CAPITAL MANAGEMENT/CA$3.0M0.56%
Dynamic Advisor Solutions LLC$3.0M0.10%
SCS Capital Management LLC$2.9M0.03%