$21.95

+0.09 (+0.41%)

Weekly Expected Move ±1.5%

$21 $22 $22 $22 $23

ETF AMEX · AUM $10.1B

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

Institutional Ownership — SCHH

644

Institutional Holders

+25 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

221

Increased

225

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (682 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Financial Engines Advisors L.L.C.	59,841,430	1.3B	-44,246	-0.1%	39Q	SEC ↗
2	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	49,794,731	1.1B	+42,224,379	+557.8%	41Q	SEC ↗
3	US BANCORP \DE	34,334,144	754M	+657,466	+2.0%	42Q	SEC ↗
4	FMR LLC	24,732,957	543M	-403,401	-1.6%	32Q	SEC ↗
5	Creative Planning	19,656,745	431M	-701,158	-3.4%	59Q	SEC ↗
6	ENVESTNET ASSET MANAGEMENT INC	11,756,832	258M	+712,099	+6.4%	59Q	SEC ↗
7	DUMAC, INC.	7,929,093	174M	—	+0.0%	3Q	SEC ↗
8	TWO SIGMA INVESTMENTS, LP	3,186,737	70M	-8,837,000	-73.5%	3Q	SEC ↗
9	Cerity Partners LLC	2,724,095	60M	+64,420	+2.4%	27Q	SEC ↗
10	BENJAMIN EDWARDS INC	2,229,955	49M	+129,661	+6.2%	14Q	SEC ↗
11	AMERIPRISE FINANCIAL INC	2,178,577	48M	+151,429	+7.5%	16Q	SEC ↗
12	MASON STREET ADVISORS, LLC	2,161,115	47M	+514,990	+31.3%	9Q	SEC ↗
13	Elm Partners Management LLC	1,816,239	40M	+805,794	+79.7%	25Q	SEC ↗
14	Charles Schwab Trust Co	1,498,729	33M	-592	-0.0%	28Q	SEC ↗
15	RATIONAL ADVISORS, INC.	1,366,280	30M	+147,705	+12.1%	34Q	SEC ↗
16	MONETA GROUP INVESTMENT ADVISORS LLC	1,109,653	24M	+45,114	+4.2%	37Q	SEC ↗
17	M&T Bank Corp	1,048,116	23M	+1,694	+0.2%	3Q	SEC ↗
18	HANTZ FINANCIAL SERVICES, INC.	975,230	21M	+47,909	+5.2%	26Q	SEC ↗
19	MANNING & NAPIER ADVISORS LLC	963,416	21M	+253,938	+35.8%	7Q	SEC ↗
20	FOSTER & MOTLEY INC	944,793	21M	-45,265	-4.6%	40Q	SEC ↗
21	Invesco Ltd.	944,500	21M	+281,313	+42.4%	3Q	SEC ↗
22	Pioneer Wealth Management Group	883,192	19M	+67,461	+8.3%	6Q	SEC ↗
23	BlackRock, Inc.	874,401	19M	-298,579	-25.5%	8Q	SEC ↗
24	ZynergyRetirementPlanningLLC	820,717	18M	+14,395	+1.8%	9Q	SEC ↗
25	Betterment LLC	794,598	17M	-1,146	-0.1%	31Q	SEC ↗
26	Waverly Advisors, LLC	770,626	17M	+24,486	+3.3%	11Q	SEC ↗
27	PRINCIPAL SECURITIES, INC.	733,151	16M	+52,181	+7.7%	11Q	SEC ↗
28	Morningstar Investment Management LLC	705,180	15M	—	+0.0%	8Q	SEC ↗
29	Beacon Pointe Advisors, LLC	625,162	14M	+15,232	+2.5%	21Q	SEC ↗
30	D. E. Shaw & Co., Inc.	595,924	13M	+483,542	+430.3%	6Q	SEC ↗
31	Tortoise Investment Management, LLC	570,742	13M	+9,435	+1.7%	50Q	SEC ↗
32	Krilogy Financial LLC	527,590	12M	+11,064	+2.1%	42Q	SEC ↗
33	LPL Financial LLC	519,851	11M	+152,002	+41.3%	50Q	SEC ↗
34	Courage Miller Partners, LLC	518,727	11M	-3,335	-0.6%	53Q	SEC ↗
35	PNC Financial Services Group, Inc.	503,191	11M	-13,652	-2.6%	15Q	SEC ↗
36	Strategic Financial Planning, Inc. NEW	499,423	11M	—	+0.0%	1Q	SEC ↗
37	Firestone Capital Management	491,986	11M	+15,285	+3.2%	27Q	SEC ↗
38	JONES FINANCIAL COMPANIES LLLP	478,950	11M	+98,400	+25.9%	26Q	SEC ↗
39	ASSETMARK, INC	463,449	10M	+278,093	+150.0%	10Q	SEC ↗
40	Wealthfront Advisers LLC	429,425	9M	+31,459	+7.9%	31Q	SEC ↗
41	Waterford Advisors, LLC	429,163	9M	+26,653	+6.6%	2Q	SEC ↗
42	Vise Technologies, Inc.	423,519	9M	+5,464	+1.3%	5Q	SEC ↗
43	Mariner, LLC	423,395	9M	+22,830	+5.7%	31Q	SEC ↗
44	WEALTH MANAGEMENT RESOURCES, INC.	407,235	9M	+346	+0.1%	19Q	SEC ↗
45	Avior Wealth Management, LLC	403,264	9M	+5,819	+1.5%	36Q	SEC ↗
46	Focus Partners Wealth	395,395	9M	+35,433	+9.8%	11Q	SEC ↗
47	MORGAN STANLEY	395,081	9M	+3,381	+0.9%	51Q	SEC ↗
48	JACKSON THORNTON WEALTH MANAGEMENT, LL	394,256	9M	-5,167	-1.3%	16Q	SEC ↗
49	FLOW TRADERS U.S. LLC NEW	382,561	8M	—	+0.0%	1Q	SEC ↗
50	WELLS FARGO & COMPANY/MN	354,243	8M	-1,943	-0.5%	57Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Strategic Financial Planning, Inc.	499,423	11M
FLOW TRADERS U.S. LLC	382,561	8M
Almitas Capital LLC	198,600	4M
Plancorp, LLC	128,099	3M
RENAISSANCE TECHNOLOGIES LLC	124,900	3M
Y-Intercept (Hong Kong) Ltd	88,241	2M
Liberty Capital Management, Inc.	49,047	1M
VILLERE ST DENIS J & CO LLC	37,168	816K
Balboa Wealth Partners	30,614	672K
AXXCESS WEALTH MANAGEMENT, LLC	30,308	665K
Trivium Point Advisory, LLC	29,520	648K
Range Advisory, LLC	29,353	644K
Nuveen, LLC	28,307	621K
PARK AVENUE SECURITIES LLC	24,931	547K
Qube Research & Technologies Ltd	22,864	502K
R2 Capital Strategies, LLC	21,150	464K
GTS SECURITIES LLC	19,496	428K
Advantage Trust Co	15,740	345K
Prepared Retirement Institute LLC	14,664	322K
Composition Wealth, LLC	14,033	308K

Sold Out (20)

Holder	Prev Shares	Prev Value
Stratos Wealth Advisors, LLC	162,591	4M
TUDOR INVESTMENT CORP ET AL	160,588	4M
BARCLAYS PLC	118,383	3M
FIDUCIENT ADVISORS LLC	101,312	2M
Lido Advisors, LLC	83,161	2M
Value Investment Professionals, LLC	66,112	1M
SANDERS MORRIS HARRIS LLC	63,401	1M
SUSQUEHANNA INTERNATIONAL GROUP, LL	55,436	1M
WealthShield Partners, LLC	35,437	778K
JUNCTURE WEALTH STRATEGIES, LLC	32,174	706K
Saxony Capital Management, LLC	29,622	650K
StoneX Group Inc.	23,871	524K
NATIXIS	23,601	518K
RFG Advisory, LLC	22,023	483K
Advisory Services Network, LLC	17,677	388K
M Holdings Securities, Inc.	14,712	323K
Quantbot Technologies LP	14,318	314K
&PARTNERS	12,858	282K
Aurora Investment Managers, LLC.	12,694	279K
Pinnacle Wealth Planning Services,	12,658	278K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
NORTHWESTERN MUTUAL WEALTH MANAGEME	+42,224,379	+557.8%	49,794,731
Elm Partners Management LLC	+805,794	+79.7%	1,816,239
ENVESTNET ASSET MANAGEMENT INC	+712,099	+6.4%	11,756,832
US BANCORP \DE	+657,466	+2.0%	34,334,144
MASON STREET ADVISORS, LLC	+514,990	+31.3%	2,161,115
D. E. Shaw & Co., Inc.	+483,542	+430.3%	595,924
Invesco Ltd.	+281,313	+42.4%	944,500
ASSETMARK, INC	+278,093	+150.0%	463,449
MANNING & NAPIER ADVISORS LLC	+253,938	+35.8%	963,416
Quadrature Capital Ltd	+159,824	+602.2%	186,362
LPL Financial LLC	+152,002	+41.3%	519,851
AMERIPRISE FINANCIAL INC	+151,429	+7.5%	2,178,577
RATIONAL ADVISORS, INC.	+147,705	+12.1%	1,366,280
BENJAMIN EDWARDS INC	+129,661	+6.2%	2,229,955
JONES FINANCIAL COMPANIES LLLP	+98,400	+25.9%	478,950
Pioneer Wealth Management Group	+67,461	+8.3%	883,192
Cerity Partners LLC	+64,420	+2.4%	2,724,095
PRINCIPAL SECURITIES, INC.	+52,181	+7.7%	733,151
HANTZ FINANCIAL SERVICES, INC.	+47,909	+5.2%	975,230
MONETA GROUP INVESTMENT ADVISORS LL	+45,114	+4.2%	1,109,653

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
TWO SIGMA INVESTMENTS, LP	-8,837,000	-73.5%	3,186,737
Creative Planning	-701,158	-3.4%	19,656,745
FMR LLC	-403,401	-1.6%	24,732,957
BlackRock, Inc.	-298,579	-25.5%	874,401
UBS Group AG	-235,749	-48.2%	253,725
Tower Research Capital LLC (TRC)	-126,960	-44.4%	158,756
Pacific Capital Wealth Advisors, In	-61,593	-67.6%	29,511
Point72 Asset Management, L.P.	-60,364	-82.7%	12,603
Orion Porfolio Solutions, LLC	-47,992	-28.6%	119,745
FOSTER & MOTLEY INC	-45,265	-4.6%	944,793
Financial Engines Advisors L.L.C.	-44,246	-0.1%	59,841,430
BlueSky Wealth Advisors, LLC	-42,816	-37.4%	71,692
SGL Investment Advisors, Inc.	-40,401	-37.1%	68,583
TWO SIGMA SECURITIES, LLC	-39,511	-79.0%	10,505
Johnson Financial Group, LLC	-36,932	-36.5%	64,289
Bleakley Financial Group, LLC	-25,065	-26.3%	70,114
NATIONAL BANK OF CANADA /FI	-21,920	-6.1%	336,652
Rakuten Investment Management, Inc.	-17,150	-40.0%	25,690
BNP PARIBAS FINANCIAL MARKETS	-14,177	-4.8%	283,561
PNC Financial Services Group, Inc.	-13,652	-2.6%	503,191

SCHH Institutional Ownership

Institutional Ownership — SCHH

Ownership Trends

Top Institutional Holders (682 total)

Recent Activity

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