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489 Institutions Currently Hold SCHC | AlphaSMO
489 Institutions Currently Hold SCHC
489 institutions currently hold SCHC, ranked below by position value.
View full stock page for SCHC
Key Holders
Total Value
Avg Weight
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
$202.6M
0.78%
Creative Planning
$137.4M
0.09%
Savant Capital, LLC
$93.9M
0.45%
BlackRock, Inc.
$85.8M
0.00%
McAdam, LLC
$76.9M
3.47%
JONES FINANCIAL COMPANIES LLLP
$72.8M
0.03%
PNC FINANCIAL SERVICES GROUP, INC.
$58.7M
0.03%
STATE STREET CORP
$54.2M
0.00%
MATHER GROUP, LLC.
$51.4M
0.51%
Focus Partners Wealth
$47.9M
0.05%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
$40.1M
0.69%
CHOREO, LLC
$38.2M
0.47%
ENVESTNET ASSET MANAGEMENT INC
$35.5M
0.01%
Corient Private Wealth LLC
$29.6M
0.04%
Johnson Financial Group, LLC
$28.2M
1.88%
Pure Financial Advisors, LLC
$28.2M
0.41%
GHP Investment Advisors, Inc.
$22.3M
0.92%
Charles Schwab Trust Co
$20.5M
1.33%
Vise Technologies, Inc.
$19.6M
0.39%
UBS Group AG
$18.8M
0.00%
CAPTRUST FINANCIAL ADVISORS
$18.7M
0.03%
MORGAN STANLEY
$17.3M
0.00%
Tortoise Investment Management, LLC
$16.9M
1.39%
DIVERSIFY WEALTH MANAGEMENT, LLC
$15.4M
0.27%
RAYMOND JAMES FINANCIAL INC
$15.1M
0.00%
Redwood Investment Management, LLC
$15.0M
1.86%
Rockbridge Investment Management, LCC
$14.3M
1.28%
TIAA TRUST, NATIONAL ASSOCIATION
$14.1M
0.86%
Mariner, LLC
$13.7M
0.02%
Nicholas Hoffman & Company, LLC.
$13.6M
0.31%
White & Co Financial Planning Inc
$12.3M
8.63%
Fund Evaluation Group, LLC
$12.0M
0.37%
HANCOCK WHITNEY CORP
$11.9M
0.21%
Brooklyn FI, LLC
$11.4M
2.40%
Cetera Investment Advisers
$11.3M
0.01%
Summit Financial, LLC
$11.2M
0.14%
FLOW TRADERS U.S. LLC
$9.8M
0.31%
Clearwater Capital Advisors, LLC
$9.5M
0.77%
Perigon Wealth Management, LLC
$9.1M
0.17%
ATLAS CAPITAL ADVISORS INC.
$9.0M
1.03%
Fort Vancouver Investment Management, LLC
$8.9M
4.53%
BlueSky Wealth Advisors, LLC
$8.5M
1.10%
AMERIPRISE FINANCIAL INC
$8.3M
0.00%
HighTower Advisors, LLC
$8.2M
0.01%
Brand Asset Management Group, Inc.
$8.2M
2.12%
EP Wealth Advisors, LLC
$8.1M
0.04%
Courage Miller Partners, LLC
$7.9M
2.23%
MONETA GROUP INVESTMENT ADVISORS LLC
$7.8M
0.06%
MISSION WEALTH MANAGEMENT, LP
$7.7M
0.16%
WELLS FARGO & COMPANY/MN
$7.6M
0.00%
Transamerica Financial Advisors, LLC
$7.6M
0.65%
WEST PACES ADVISORS INC.
$7.5M
1.45%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$7.5M
0.02%
Procyon Advisors, LLC
$7.5M
0.37%
Wedmont Private Capital
$7.4M
0.24%
KEYVANTAGE WEALTH, LLC
$7.4M
3.24%
KING LUTHER CAPITAL MANAGEMENT CORP
$7.2M
0.03%
OSAIC HOLDINGS, INC.
$6.7M
0.01%
Prime Capital Investment Advisors, LLC
$6.6M
0.08%
FMR LLC
$6.5M
0.00%
Arnold Financial Planning LLC
$6.3M
5.88%
Beaird Harris Wealth Management, LLC
$6.3M
0.43%
Hamrick Investment Counsel, llc
$5.9M
3.25%
ROYAL BANK OF CANADA
$5.8M
0.00%
Rialto Wealth Management, LLC
$5.8M
1.29%
LPL Financial LLC
$5.6M
0.00%
BANK OF AMERICA CORP /DE/
$5.6M
0.00%
Asset Allocation Strategies LLC
$5.6M
0.99%
AMERICAN CENTURY COMPANIES INC
$5.5M
0.00%
ASHTON THOMAS SECURITIES, LLC
$5.5M
0.69%
Stewardship Advisors, LLC
$5.4M
1.25%
Robinswood Financial LLC
$5.2M
1.65%
Brucke Financial, Inc.
$5.2M
2.63%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$5.1M
0.00%
NATIXIS ADVISORS, LLC
$4.8M
0.01%
Compound Planning, Inc.
$4.8M
0.15%
Traveka Wealth, LLC
$4.7M
1.78%
Bell Investment Advisors, Inc
$4.6M
0.72%
Columbus Macro, LLC
$4.5M
0.48%
World Investment Advisors
$4.5M
0.07%
Upper Left Wealth Management, LLC
$4.5M
2.63%
Modern Wealth Management, LLC
$4.4M
0.08%
Cerity Partners LLC
$4.3M
0.01%
HBK Sorce Advisory LLC
$4.2M
0.08%
Elmwood Wealth Management, Inc.
$4.2M
1.15%
Concurrent Investment Advisors, LLC
$4.1M
0.04%
St. Louis Trust Co
$4.0M
0.47%
EVERGREEN CAPITAL MANAGEMENT LLC
$4.0M
0.09%
Texas Yale Capital Corp.
$3.9M
0.11%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
$3.8M
0.24%
Seven Springs Wealth Group, LLC
$3.8M
0.87%
Cornerstone Wealth Advisors, Inc.
$3.7M
0.85%
Jacobs Equity LLC
$3.6M
3.22%
NORTHERN TRUST CORP
$3.4M
0.00%
TD Waterhouse Canada Inc.
$3.4M
0.01%
SIGNAL TREE FINANCIAL PARTNERS LLC
$3.4M
2.53%
STIFEL FINANCIAL CORP
$3.3M
0.00%
Morton Brown Family Wealth, LLC
$3.2M
0.85%
Integrated Wealth Concepts LLC
$3.2M
0.03%
Manske Wealth Management
$3.0M
0.84%
MERCER GLOBAL ADVISORS INC /ADV
$3.0M
0.00%
AIRE ADVISORS, LLC
$2.9M
0.53%
BCS Wealth Management
$2.9M
0.59%
Abacus Planning Group, Inc.
$2.8M
0.38%
CABOT WEALTH MANAGEMENT INC
$2.8M
0.32%
VALLEY NATIONAL ADVISERS INC
$2.7M
0.35%
Noble Family Wealth, LLC
$2.6M
0.54%
Stone Summit Wealth LLC
$2.6M
0.72%
Tradewinds Capital Management, LLC
$2.4M
0.49%
COLDSTREAM CAPITAL MANAGEMENT INC
$2.4M
0.03%
Beckerman Institutional, LLC
$2.4M
1.26%
Amicus Financial Advisors, LLC
$2.4M
0.65%
Kohmann Bosshard Financial Services, LLC
$2.3M
0.23%
Colony Family Offices, LLC
$2.3M
0.57%
Carter Financial Group, INC.
$2.3M
1.43%
Shakespeare Wealth Management, LLC
$2.2M
0.52%
Modera Wealth Management, LLC
$2.2M
0.03%
Grove Street Fiduciary, LLC
$2.1M
0.94%
Invesco Ltd.
$2.1M
0.00%
Lido Advisors, LLC
$2.0M
0.01%
Cambridge Investment Research Advisors, Inc.
$2.0M
0.01%
Focus Partners Advisor Solutions, LLC
$2.0M
0.02%
Braun-Bostich & Associates Inc.
$2.0M
1.23%
Christensen, King & Associates Investment Services, Inc.
$2.0M
0.84%
HORAN Wealth, LLC
$1.9M
0.19%
COMMONWEALTH EQUITY SERVICES, LLC
$1.9M
0.00%
CENTRAL TRUST Co
$1.9M
0.04%
Hexagon Capital Partners LLC
$1.8M
0.26%
OARSMAN CAPITAL, INC.
$1.8M
0.22%
Farther Finance Advisors, LLC
$1.8M
0.02%
Guardian Financial Partners, LLC
$1.8M
0.74%
JPMORGAN CHASE & CO
$1.7M
0.00%
AMERICAN FINANCIAL & TAX STRATEGIES INC
$1.7M
0.83%
Forvis Mazars Wealth Advisors, LLC
$1.7M
0.03%
Foster Group, Inc.
$1.7M
0.05%
MAI Capital Management
$1.7M
0.01%
Fonville Wealth Management LLC
$1.7M
0.32%
ACT WEALTH MANAGEMENT, LLC
$1.7M
0.56%
Focus Financial Network, Inc.
$1.7M
0.06%
One Capital Management, LLC
$1.6M
0.05%
Quantinno Capital Management LP
$1.6M
0.00%
Walkner Condon Financial Advisors LLC
$1.6M
0.21%
Financial Engines Advisors L.L.C.
$1.6M
0.00%
Integris Wealth Management, LLC
$1.5M
0.35%
Strategic Family Wealth Counselors, L.L.C.
$1.5M
0.39%
DOPKINS WEALTH MANAGEMENT, LLC
$1.5M
0.59%
IMA Advisory Services, Inc.
$1.4M
0.14%
US BANCORP \DE\
$1.4M
0.00%
COMMERCE BANK
$1.4M
0.01%
Wealth Architects, LLC
$1.4M
0.12%
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