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Who Owns SCHZ? 661 Institutional Investors | AlphaSMO
Who Owns SCHZ? 661 Institutional Investors
661 institutions currently hold SCHZ, ranked below by position value.
View full stock page for SCHZ
Key Holders
Total Value
Avg Weight
Cassilly Financial Group LLC
$4.2M
3.66%
VSM Wealth Advisory, LLC
$4.1M
1.24%
Redwood Investment Management, LLC
$4.1M
0.51%
Beacon Bridge Wealth Partners, LLC
$4.1M
1.36%
Curi Capital, LLC
$4.0M
0.07%
LOWERY THOMAS, LLC
$3.9M
2.21%
Valpey Financial Services, LLC
$3.8M
2.50%
Smart Money Group LLC
$3.8M
1.11%
OLD MISSION CAPITAL LLC
$3.7M
0.06%
NYL Investors LLC
$3.7M
1.38%
CAHILL FINANCIAL ADVISORS INC
$3.7M
0.40%
Heirloom Wealth Management
$3.6M
0.65%
Range Financial Group LLC
$3.6M
1.20%
Spectrum Planning & Advisory Services Inc.
$3.5M
1.73%
5T Wealth, LLC
$3.5M
1.37%
HARBOUR INVESTMENTS, INC.
$3.5M
0.05%
TPG Advisors LLC
$3.4M
2.15%
Red Tortoise LLC
$3.4M
1.43%
COMMONWEALTH EQUITY SERVICES, LLC
$3.4M
0.00%
Victrix Investment Advisors
$3.4M
1.24%
COOPER/HAIMS ADVISORS, LLC
$3.4M
1.58%
Krilogy Financial LLC
$3.3M
0.11%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
$3.3M
0.21%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
$3.3M
0.06%
Keystone Wealth Services, LLC
$3.2M
0.69%
Grey Fox Wealth Advisors, LLC
$3.2M
0.62%
Friedenthal Financial
$3.2M
1.61%
Breakwater Investment Management
$3.2M
1.19%
Focus Partners Wealth
$3.2M
0.00%
MML INVESTORS SERVICES, LLC
$3.2M
0.01%
Brady Martz Wealth Solutions, LLC
$3.2M
0.54%
Chesapeake Wealth Management
$3.1M
0.96%
INTEGRITY ALLIANCE, LLC.
$3.1M
0.12%
C M BIDWELL & ASSOCIATES LTD
$3.1M
1.45%
OARSMAN CAPITAL, INC.
$3.1M
0.38%
Strategic Blueprint, LLC
$3.1M
0.18%
North Forty Two & Co.
$3.0M
2.79%
Zhang Financial LLC
$3.0M
0.10%
Kestra Advisory Services, LLC
$3.0M
0.01%
Twin Cities Retirement Group LLC
$2.9M
2.69%
CVA Family Office, LLC
$2.9M
0.31%
CURTIS WEALTH MANAGEMENT LLC
$2.9M
2.73%
Tactive Advisors, LLC
$2.9M
0.81%
Envestnet Portfolio Solutions, Inc.
$2.8M
0.02%
WealthPoint Financial, LLC
$2.8M
2.34%
INDEPENDENT FINANCIAL GROUP, LLC
$2.8M
0.06%
CreativeOne Wealth, LLC
$2.8M
0.06%
Boston Partners
$2.7M
0.00%
LVW Advisors, LLC
$2.7M
0.25%
Financial Designs Corp
$2.7M
1.49%
Omega Financial Group, LLC
$2.7M
0.86%
RENAISSANCE TECHNOLOGIES LLC
$2.6M
0.00%
OneAscent Financial Services LLC
$2.6M
0.14%
M1 Capital Management LLC
$2.6M
1.19%
Apeiron RIA LLC
$2.6M
0.59%
Valmark Advisers, Inc.
$2.6M
0.03%
ETF Store, Inc.
$2.5M
2.47%
Serenity Investment Advisors
$2.5M
1.18%
CITADEL ADVISORS LLC
$2.5M
0.00%
Core Wealth Partners LLC
$2.5M
1.15%
Gen-Wealth Partners Inc
$2.4M
0.77%
OFS Enterprise LLC
$2.4M
0.72%
MAGNOLIA CAPITAL ADVISORS LLC
$2.4M
0.47%
Carnegie Investment Counsel
$2.4M
0.05%
Northern Lights Advisors, Inc.
$2.4M
1.61%
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
$2.4M
1.86%
Alaska Wealth Advisors, LLC
$2.4M
0.28%
Csenge Advisory Group
$2.3M
0.11%
JMG Financial Group, Ltd.
$2.3M
0.06%
Maia Wealth LLC
$2.3M
0.39%
VERUS CAPITAL PARTNERS, LLC
$2.3M
0.16%
NATIXIS ADVISORS, LLC
$2.3M
0.00%
DIVERSIFY WEALTH MANAGEMENT, LLC
$2.2M
0.04%
Orion Porfolio Solutions, LLC
$2.2M
0.02%
BALLAST ADVISORS LLC
$2.2M
0.63%
STERLING INVESTMENT MANAGEMENT, LLC
$2.1M
1.27%
K2 Financial Inc.
$2.1M
1.53%
Dorato Capital Management
$2.1M
1.53%
Brookwood Investment Group LLC
$2.1M
0.25%
BCWM, LLC
$2.0M
0.58%
Bangor Savings Bank
$2.0M
0.16%
FIRETHORN WEALTH PARTNERS, LLC
$2.0M
0.73%
ADAMSBROWN WEALTH CONSULTANTS LLC
$2.0M
0.53%
RDA Financial Network
$2.0M
0.50%
Retirement Planning Group, LLC
$2.0M
0.06%
Blossom Wealth Management
$1.9M
2.88%
Ancora Advisors LLC
$1.9M
0.04%
Sightline Wealth Advisors, LLC
$1.9M
0.81%
Livet Wealth, LLC
$1.9M
1.21%
Avidian Wealth Enterprises, LLC
$1.9M
0.06%
Clear Creek Financial Management, LLC
$1.9M
0.14%
Sculati Wealth Management, LLC
$1.9M
0.69%
Portside Wealth Group, LLC
$1.8M
0.24%
NBT BANK N A /NY
$1.8M
0.12%
ProVise Management Group, LLC
$1.8M
0.13%
NWAM LLC
$1.8M
0.10%
KILEY JUERGENS WEALTH MANAGEMENT, LLC
$1.7M
0.31%
Mendel Capital Management LLC
$1.7M
0.87%
WBH ADVISORY INC
$1.7M
0.13%
LODESTAR PRIVATE ASSET MANAGEMENT LLC
$1.7M
0.16%
SUTTON PLACE INVESTORS LLC
$1.7M
0.91%
ACT WEALTH MANAGEMENT, LLC
$1.6M
0.55%
CAPTRUST FINANCIAL ADVISORS
$1.6M
0.00%
Eley Financial Management, Inc
$1.6M
0.59%
Savvy Advisors, Inc.
$1.6M
0.04%
Merkkuri Wealth Advisors LLC
$1.6M
1.06%
Park Edge Advisors, LLC
$1.6M
0.37%
Cherry Tree Wealth Management, LLC
$1.6M
0.33%
Beacon Financial Advisory LLC
$1.5M
0.35%
Coordinated Financial Services, Inc.
$1.5M
0.89%
Aventus Investment Advisors, Inc.
$1.5M
1.30%
Investor's Fiduciary Advisor Network, LLC
$1.5M
0.46%
Emergent Wealth Advisors, LLC
$1.5M
0.88%
SeaCrest Wealth Management, LLC
$1.5M
0.16%
Smart Portfolios, LLC
$1.5M
1.48%
Advisory Services Network, LLC
$1.5M
0.02%
HHM Wealth Advisors, LLC
$1.5M
0.17%
Gambit Capital Management, LLC
$1.5M
1.02%
Stockman Wealth Management, Inc.
$1.5M
0.16%
Chicago Partners Investment Group LLC
$1.5M
0.03%
Integrity Advisory Solutions, LLC
$1.4M
0.19%
Powers Advisory Group, LLC
$1.4M
0.51%
MSH Capital Advisors LLC
$1.4M
0.31%
Private Advisor Group, LLC
$1.4M
0.01%
Seneca Financial Advisors LLC
$1.4M
0.41%
Capital Management Associates, Inc
$1.4M
0.31%
Avion Wealth
$1.4M
0.28%
Smartleaf Asset Management LLC
$1.4M
0.05%
BCS Wealth Management
$1.4M
0.28%
WealthTrak Capital Management LLC
$1.3M
0.96%
LexAurum Advisors, LLC
$1.3M
0.17%
Sage Financial Management Group, Inc.
$1.3M
0.41%
ROYAL BANK OF CANADA
$1.3M
0.00%
Twele Capital Management, Inc.
$1.3M
0.24%
Empirical Asset Management, LLC
$1.3M
0.35%
CENTRAL TRUST Co
$1.3M
0.03%
OMC Financial Services LTD
$1.3M
0.50%
Graves Light Lenhart Wealth, Inc.
$1.3M
0.13%
Vermillion Wealth Management, Inc.
$1.3M
0.50%
Hobbs Wealth Management, LLC
$1.3M
1.24%
Shared Vision Wealth Group LLC
$1.2M
0.51%
Latitude Advisors, LLC
$1.2M
0.57%
Simplicity Wealth,LLC
$1.2M
0.07%
Leo H. Evart, Inc.
$1.2M
1.06%
HB Wealth Management, LLC
$1.2M
0.01%
Rossby Financial, LCC
$1.2M
0.25%
W ADVISORS, LLC
$1.2M
0.61%
Rialto Wealth Management, LLC
$1.2M
0.27%
Modera Wealth Management, LLC
$1.2M
0.01%
Parkway Wealth Management Group, LLC
$1.2M
0.15%
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