$49.80

+0.39 (+0.79%)

Weekly Expected Move ±1.9%

$48 $49 $50 $51 $52

ETF AMEX · AUM $5.5B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — SCHC

547

Institutional Holders

+9 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

193

Increased

181

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (584 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	TIAA-CREF INDIVIDUAL & INSTITUTIONAL S	4,476,230	223M	+142,167	+3.3%	2Q	SEC ↗
2	Savant Capital, LLC	3,916,077	195M	+1,907,437	+95.0%	48Q	SEC ↗
3	Creative Planning	2,829,312	141M	-109,659	-3.7%	44Q	SEC ↗
4	JONES FINANCIAL COMPANIES LLLP	2,512,185	125M	+909,207	+56.7%	20Q	SEC ↗
5	McAdam, LLC	1,711,610	85M	+66,036	+4.0%	39Q	SEC ↗
6	SageView Advisory Group, LLC	1,703,083	85M	-78,006	-4.4%	9Q	SEC ↗
7	BlackRock, Inc.	1,486,015	74M	-349,299	-19.0%	8Q	SEC ↗
8	PNC Financial Services Group, Inc.	1,242,614	62M	-13,574	-1.1%	15Q	SEC ↗
9	STATE STREET CORP	1,165,313	58M	+5,827	+0.5%	10Q	SEC ↗
10	Johnson Financial Group, LLC	1,131,199	56M	+526,839	+87.2%	25Q	SEC ↗
11	MATHER GROUP, LLC.	1,103,737	55M	+5,099	+0.5%	39Q	SEC ↗
12	Focus Partners Wealth	962,706	48M	-62,429	-6.1%	11Q	SEC ↗
13	Empirical Financial Services, LLC d.b.	951,415	47M	+94,315	+11.0%	44Q	SEC ↗
14	CHOREO, LLC	813,788	41M	-3,965	-0.5%	50Q	SEC ↗
15	ENVESTNET ASSET MANAGEMENT INC	721,412	36M	-37,585	-5.0%	32Q	SEC ↗
16	Corient Private Wealth LP	623,892	31M	-11,491	-1.8%	15Q	SEC ↗
17	Charles Schwab Trust Co	619,205	31M	+180,880	+41.3%	17Q	SEC ↗
18	Pure Financial Advisors, LLC	613,957	31M	+9,744	+1.6%	36Q	SEC ↗
19	Vise Technologies, Inc.	491,169	24M	+59,846	+13.9%	5Q	SEC ↗
20	GHP Investment Advisors, Inc.	481,697	24M	+3,939	+0.8%	47Q	SEC ↗
21	Virginia Estate & Retirement Planning NEW	467,217	23M	—	+0.0%	1Q	SEC ↗
22	CAPTRUST FINANCIAL ADVISORS	417,548	21M	+17,766	+4.4%	12Q	SEC ↗
23	UBS Group AG	414,546	21M	+11,992	+3.0%	47Q	SEC ↗
24	Tortoise Investment Management, LLC	365,315	18M	+4,688	+1.3%	55Q	SEC ↗
25	DIVERSIFY WEALTH MANAGEMENT, LLC	347,506	17M	+32,962	+10.5%	4Q	SEC ↗
26	Diversify Advisory Services, LLC NEW	347,506	17M	—	+0.0%	1Q	SEC ↗
27	RAYMOND JAMES FINANCIAL INC	326,183	16M	+3,480	+1.1%	7Q	SEC ↗
28	Redwood Investment Management, LLC	317,380	16M	-3,639	-1.1%	15Q	SEC ↗
29	TIAA TRUST, NATIONAL ASSOCIATION	306,226	15M	+5,061	+1.7%	12Q	SEC ↗
30	Rockbridge Investment Management, LCC	298,760	15M	-7,058	-2.3%	25Q	SEC ↗
31	Nicholas Hoffman & Company, LLC.	296,679	15M	+5,572	+1.9%	18Q	SEC ↗
32	MORGAN STANLEY	285,394	14M	-83,833	-22.7%	51Q	SEC ↗
33	White & Co Financial Planning Inc	265,459	13M	+2,967	+1.1%	7Q	SEC ↗
34	Brooklyn FI, LLC	260,222	13M	+15,620	+6.4%	19Q	SEC ↗
35	Cetera Investment Advisers	256,952	13M	+14,356	+5.9%	16Q	SEC ↗
36	Summit Financial, LLC	253,359	13M	+13,107	+5.5%	6Q	SEC ↗
37	HANCOCK WHITNEY CORP	247,601	12M	+10,666	+4.5%	15Q	SEC ↗
38	Fund Evaluation Group, LLC	246,963	12M	-9,621	-3.7%	7Q	SEC ↗
39	Mariner, LLC	213,741	11M	-80,256	-27.3%	22Q	SEC ↗
40	Main Street Financial Solutions, LLC	213,083	11M	+2,645	+1.3%	23Q	SEC ↗
41	OSAIC HOLDINGS, INC.	206,225	10M	+63,228	+44.2%	26Q	SEC ↗
42	Clearwater Capital Advisors, LLC	204,909	10M	+1,683	+0.8%	32Q	SEC ↗
43	Perigon Wealth Management, LLC	203,051	10M	+7,609	+3.9%	27Q	SEC ↗
44	ATLAS CAPITAL ADVISORS INC.	192,503	10M	+332	+0.2%	3Q	SEC ↗
45	AMERIPRISE FINANCIAL INC	192,366	10M	+13,848	+7.8%	6Q	SEC ↗
46	BlueSky Wealth Advisors, LLC	191,915	10M	+9,950	+5.5%	2Q	SEC ↗
47	OARSMAN CAPITAL, INC.	189,176	9M	+150,565	+390.0%	13Q	SEC ↗
48	Fort Vancouver Investment Management,	185,849	9M	-5,209	-2.7%	9Q	SEC ↗
49	WELLS FARGO & COMPANY/MN	183,072	9M	+19,404	+11.9%	61Q	SEC ↗
50	BANK OF AMERICA CORP /DE	177,195	9M	+58,070	+48.7%	15Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Virginia Estate & Retirement Planni	467,217	23M
Diversify Advisory Services, LLC	347,506	17M
Strategic Financial Planning, Inc.	160,420	8M
Systelligence, LLC	150,934	8M
Commonwealth Financial Services, LL	86,560	4M
Plancorp, LLC	75,668	4M
Phillip James Consulting Co.	43,205	2M
Parkwoods Wealth Partners, LLC	34,406	2M
SUSQUEHANNA INTERNATIONAL GROUP, LL	25,104	1M
SMART Wealth LLC	23,018	1M
AXXCESS WEALTH MANAGEMENT, LLC	20,335	1M
Nuveen, LLC	16,799	837K
J.W. COLE ADVISORS, INC.	16,737	834K
Noble Wealth Partners LLC	15,958	795K
Balboa Wealth Partners	12,505	623K
HRT FINANCIAL LP	8,091	403K
Dorsey & Whitney Trust CO LLC	7,779	387K
ONE WEALTH CAPITAL MANAGEMENT, LLC	7,184	358K
Ethic Inc.	6,811	339K
Kestra Advisory Services, LLC	6,676	332K

Sold Out (20)

Holder	Prev Shares	Prev Value
JANE STREET GROUP, LLC	1,585,259	79M
Valmark Advisers, Inc.	269,681	13M
FLOW TRADERS U.S. LLC	209,968	10M
Archer Investment Management, LLC	73,790	4M
Quadrature Capital Ltd	41,475	2M
Private Advisor Group, LLC	30,953	2M
RENAISSANCE TECHNOLOGIES LLC	17,500	872K
ORLEANS CAPITAL MANAGEMENT CORP/LA	15,831	788K
Y-Intercept (Hong Kong) Ltd	15,313	763K
Integrated Advisors Network LLC	14,962	745K
Summit Financial Strategies, Inc.	13,294	662K
Schwallier Wealth Management LLC	7,949	396K
Eaton Financial Holdings Company, L	7,007	349K
RFG Advisory, LLC	6,843	341K
EARNED WEALTH ADVISORS, LLC	6,136	306K
IEQ CAPITAL, LLC	5,514	275K
SUMMITRY LLC	5,177	258K
Lifeworks Advisors, LLC	4,916	245K
Parkshore Wealth Management, Inc.	4,784	238K
GTS SECURITIES LLC	4,655	232K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Savant Capital, LLC	+1,907,437	+95.0%	3,916,077
JONES FINANCIAL COMPANIES LLLP	+909,207	+56.7%	2,512,185
Johnson Financial Group, LLC	+526,839	+87.2%	1,131,199
Charles Schwab Trust Co	+180,880	+41.3%	619,205
OARSMAN CAPITAL, INC.	+150,565	+390.0%	189,176
TIAA-CREF INDIVIDUAL & INSTITUTIONA	+142,167	+3.3%	4,476,230
Empirical Financial Services, LLC d	+94,315	+11.0%	951,415
GOLDMAN SACHS GROUP INC	+79,284	+1742.9%	83,833
McAdam, LLC	+66,036	+4.0%	1,711,610
OSAIC HOLDINGS, INC.	+63,228	+44.2%	206,225
Vise Technologies, Inc.	+59,846	+13.9%	491,169
BANK OF AMERICA CORP /DE	+58,070	+48.7%	177,195
HB Wealth Management, LLC	+56,236	+341.1%	72,724
TD Waterhouse Canada Inc.	+43,646	+60.2%	116,104
DIVERSIFY WEALTH MANAGEMENT, LLC	+32,962	+10.5%	347,506
Focus Partners Advisor Solutions, L	+27,288	+63.7%	70,116
Quantinno Capital Management LP	+21,230	+61.4%	55,786
WELLS FARGO & COMPANY/MN	+19,404	+11.9%	183,072
NATIXIS ADVISORS, LLC	+17,878	+17.5%	120,167
CAPTRUST FINANCIAL ADVISORS	+17,766	+4.4%	417,548

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
BlackRock, Inc.	-349,299	-19.0%	1,486,015
Creative Planning	-109,659	-3.7%	2,829,312
AMERICAN CENTURY COMPANIES INC	-105,783	-89.4%	12,512
MORGAN STANLEY	-83,833	-22.7%	285,394
Mariner, LLC	-80,256	-27.3%	213,741
SageView Advisory Group, LLC	-78,006	-4.4%	1,703,083
Focus Partners Wealth	-62,429	-6.1%	962,706
ENVESTNET ASSET MANAGEMENT INC	-37,585	-5.0%	721,412
Transamerica Financial Advisors, LL	-33,437	-20.6%	128,878
PNC Financial Services Group, Inc.	-13,574	-1.1%	1,242,614
WEST PACES ADVISORS INC.	-12,511	-7.8%	148,122
Corient Private Wealth LP	-11,491	-1.8%	623,892
Cerity Partners LLC	-10,360	-11.4%	80,598
Fund Evaluation Group, LLC	-9,621	-3.7%	246,963
Lido Advisors, LLC	-8,261	-19.0%	35,167
Smith Partners Wealth Management, L	-7,704	-31.1%	17,040
WEALTH ENHANCEMENT ADVISORY SERVICE	-7,094	-4.0%	171,272
Rockbridge Investment Management, L	-7,058	-2.3%	298,760
Compound Planning, Inc.	-6,054	-6.0%	95,665
VALLEY NATIONAL ADVISERS INC	-5,881	-10.3%	51,437

SCHC Institutional Ownership

Institutional Ownership — SCHC

Ownership Trends

Top Institutional Holders (584 total)

Recent Activity

Sign in to InsiderStreet