$25.10

-0.04 (-0.18%)

Weekly Expected Move ±0.7%

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ETF AMEX · AUM $15.8B

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

Institutional Ownership — SCHP

840

Institutional Holders

+50 vs prior quarter

0.0%

Ownership

+0.00pp

11B

Total Invested

114

New Positions

363

Increased

264

Reduced

Closed

1.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (892 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Empower Advisory Group, LLC	56,682,533	1.4B	+3,555,040	+6.7%	14Q	SEC ↗
2	Wealthfront Advisers LLC	35,292,799	886M	+1,047,860	+3.1%	31Q	SEC ↗
3	JPMORGAN CHASE & CO	27,874,223	700M	+14,990,125	+116.3%	37Q	SEC ↗
4	Municipal Employees' Retirement System	16,188,586	406M	—	+0.0%	7Q	SEC ↗
5	SEI INVESTMENTS CO	13,667,827	343M	+712,535	+5.5%	14Q	SEC ↗
6	MAI Capital Management	11,540,399	290M	+11,528,895	+100216.4%	7Q	SEC ↗
7	Cerity Partners LLC	10,579,829	266M	+783,607	+8.0%	23Q	SEC ↗
8	LINCOLN NATIONAL CORP	9,439,565	237M	+531,716	+6.0%	15Q	SEC ↗
9	ALLIANCEBERNSTEIN L.P.	9,287,638	233M	-137,289	-1.5%	20Q	SEC ↗
10	VOYA INVESTMENT MANAGEMENT LLC	8,798,660	221M	+211,978	+2.5%	17Q	SEC ↗
11	Virginia Estate & Retirement Planning NEW	8,707,371	219M	—	+0.0%	1Q	SEC ↗
12	NEPC LLC	8,321,737	209M	+374,251	+4.7%	27Q	SEC ↗
13	CENTRAL TRUST Co	8,151,700	205M	+96,485	+1.2%	35Q	SEC ↗
14	Quadratic Capital Management LLC	8,053,035	202M	-6,129,435	-43.2%	23Q	SEC ↗
15	Alesco Advisors, LLC, An ESL Co	6,468,720	162M	+347,468	+5.7%	57Q	SEC ↗
16	ENVESTNET ASSET MANAGEMENT INC	6,295,573	158M	+300,734	+5.0%	32Q	SEC ↗
17	Cerity Partners OCIO LLC	5,620,759	141M	-27,923	-0.5%	9Q	SEC ↗
18	UBS Group AG	5,313,609	133M	-646,710	-10.9%	47Q	SEC ↗
19	MORGAN STANLEY	5,068,741	127M	+760,951	+17.7%	51Q	SEC ↗
20	Elm Partners Management LLC	4,788,290	120M	-3,277,511	-40.6%	16Q	SEC ↗
21	US BANCORP \DE	3,711,923	93M	-260,019	-6.5%	35Q	SEC ↗
22	Beacon Pointe Advisors, LLC	3,653,308	92M	-34,041	-0.9%	24Q	SEC ↗
23	BANK OF AMERICA CORP /DE	3,601,077	90M	-7,730,741	-68.2%	15Q	SEC ↗
24	ARMSTRONG ADVISORY GROUP, INC	3,527,518	89M	+119,464	+3.5%	9Q	SEC ↗
25	AMERIPRISE FINANCIAL INC	3,427,650	86M	+196,376	+6.1%	16Q	SEC ↗
26	ADVENTIST HEALTH SYSTEM SUNBELT HEALTH	2,961,382	74M	-2,808,918	-48.7%	36Q	SEC ↗
27	STATE STREET CORP	2,958,188	74M	+99,440	+3.5%	21Q	SEC ↗
28	Lutz Financial Services LLC	2,445,014	61M	+103,109	+4.4%	35Q	SEC ↗
29	Bank of New York Mellon Corp	2,429,311	61M	+8,337	+0.3%	31Q	SEC ↗
30	Prime Capital Investment Advisors, LLC	2,323,341	58M	+57,833	+2.6%	21Q	SEC ↗
31	Wealthcare Advisory Partners LLC	2,090,010	52M	+675,990	+47.8%	36Q	SEC ↗
32	ASSETMARK, INC	2,072,918	52M	-614,202	-22.9%	39Q	SEC ↗
33	LifeGuide Financial Advisors, LLC	2,072,506	52M	+130,968	+6.7%	18Q	SEC ↗
34	PRINCIPAL SECURITIES, INC.	1,978,213	50M	+29,143	+1.5%	11Q	SEC ↗
35	Integrated Wealth Concepts LLC	1,964,331	49M	+208,846	+11.9%	20Q	SEC ↗
36	WEALTH ENHANCEMENT ADVISORY SERVICES,	1,919,352	48M	+212,843	+12.5%	47Q	SEC ↗
37	WELLS FARGO & COMPANY/MN	1,851,168	46M	+44,488	+2.5%	49Q	SEC ↗
38	Diversified Enterprises, LLC	1,795,139	45M	+71,916	+4.2%	6Q	SEC ↗
39	FMR LLC	1,713,651	43M	+224,107	+15.0%	32Q	SEC ↗
40	Kohmann Bosshard Financial Services, L	1,664,512	42M	+178,523	+12.0%	36Q	SEC ↗
41	SUMITOMO LIFE INSURANCE CO	1,663,100	42M	+728,200	+77.9%	13Q	SEC ↗
42	LPL Financial LLC	1,658,178	42M	+137,100	+9.0%	49Q	SEC ↗
43	BlueSky Wealth Advisors, LLC	1,623,663	41M	+106,456	+7.0%	9Q	SEC ↗
44	Pure Financial Advisors, LLC	1,591,154	40M	+70,460	+4.6%	42Q	SEC ↗
45	Advisory Alpha, LLC	1,580,881	40M	+1,136	+0.1%	22Q	SEC ↗
46	Financial Architects, LLC	1,567,285	39M	+45,605	+3.0%	11Q	SEC ↗
47	Russell Investments Group, Ltd.	1,528,182	38M	—	+0.0%	3Q	SEC ↗
48	STEPHENS GROUP ASSET MANAGEMENT, LLC	1,500,238	38M	+71,449	+5.0%	19Q	SEC ↗
49	Garde Capital, Inc. NEW	1,471,972	37M	—	+0.0%	1Q	SEC ↗
50	Pictet Asset Management Holding SA	1,452,500	36M	+185,500	+14.6%	4Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Virginia Estate & Retirement Planni	8,707,371	219M
Garde Capital, Inc.	1,471,972	37M
CCG WEALTH MANAGEMENT, LLC	580,465	15M
Envision Financial Planning, LLC	332,888	8M
SG Americas Securities, LLC	260,482	7M
Kiker Wealth Management, LLC	251,901	6M
Grantham, Mayo, Van Otterloo & Co.	153,741	4M
Quadrature Capital Ltd	146,893	4M
Noble Wealth Partners LLC	139,899	4M
BIP Wealth, LLC	118,940	3M
J.W. COLE ADVISORS, INC.	100,817	3M
NORTHEAST PLANNING ASSOCIATES, INC.	87,361	2M
NOMURA ASSET MANAGEMENT INTERNATION	82,426	2M
Tailwinds Wealth, LLC	78,969	2M
Econ Financial Services Corp	77,125	2M
Pathstone Holdings, LLC	71,931	2M
Veratis Advisors, Inc.	70,531	2M
CIBC Bancorp USA Inc.	63,987	2M
TORONTO DOMINION BANK	63,027	2M
a16z Perennial Management, L.P.	56,000	1M

Sold Out (20)

Holder	Prev Shares	Prev Value
EVOKE WEALTH, LLC	10,392,695	261M
Jasper Ridge Partners, L.P.	6,442,984	162M
Temasek Holdings (Private) Ltd	1,410,000	35M
West Family Investments, Inc.	609,276	15M
PRINCIPAL FINANCIAL GROUP INC	496,317	12M
FLOW TRADERS U.S. LLC	266,921	7M
Empowered Funds, LLC	154,127	4M
Veridan Wealth LLC	84,973	2M
VALLEY FORGE INVESTMENT CONSULTANTS	76,286	2M
SageView Advisory Group, LLC	66,899	2M
CORRADO ADVISORS, LLC	64,302	2M
COMMONS CAPITAL, LLC	59,210	1M
WBI INVESTMENTS, LLC	50,874	1M
Maia Wealth LLC	40,668	1M
MAGNOLIA CAPITAL ADVISORS LLC	40,386	1M
Capital Square, LLC	39,503	992K
OLD MISSION CAPITAL LLC	39,217	984K
JANE STREET GROUP, LLC	37,200	934K
Factor Wealth Management LTD	28,532	716K
Journey Advisory Group, LLC	28,390	713K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
JPMORGAN CHASE & CO	+14,990,125	+116.3%	27,874,223
MAI Capital Management	+11,528,895	+100216.4%	11,540,399
Empower Advisory Group, LLC	+3,555,040	+6.7%	56,682,533
Wealthfront Advisers LLC	+1,047,860	+3.1%	35,292,799
Cerity Partners LLC	+783,607	+8.0%	10,579,829
MORGAN STANLEY	+760,951	+17.7%	5,068,741
SUMITOMO LIFE INSURANCE CO	+728,200	+77.9%	1,663,100
SEI INVESTMENTS CO	+712,535	+5.5%	13,667,827
Wealthcare Advisory Partners LLC	+675,990	+47.8%	2,090,010
Savant Capital, LLC	+622,253	+132.4%	1,092,235
LINCOLN NATIONAL CORP	+531,716	+6.0%	9,439,565
NEPC LLC	+374,251	+4.7%	8,321,737
Alesco Advisors, LLC, An ESL Co	+347,468	+5.7%	6,468,720
MANNING & NAPIER ADVISORS LLC	+346,497	+379.2%	437,861
ENVESTNET ASSET MANAGEMENT INC	+300,734	+5.0%	6,295,573
Atria Investments, Inc	+260,088	+446.2%	318,381
Northeast Financial Group, Inc.	+247,047	+186.1%	379,803
FMR LLC	+224,107	+15.0%	1,713,651
McAdam, LLC	+219,300	+58.7%	592,741
WEALTH ENHANCEMENT ADVISORY SERVICE	+212,843	+12.5%	1,919,352

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
BANK OF AMERICA CORP /DE	-7,730,741	-68.2%	3,601,077
Quadratic Capital Management LLC	-6,129,435	-43.2%	8,053,035
Elm Partners Management LLC	-3,277,511	-40.6%	4,788,290
ADVENTIST HEALTH SYSTEM SUNBELT HEA	-2,808,918	-48.7%	2,961,382
MERCER GLOBAL ADVISORS INC /ADV	-819,301	-52.4%	743,051
UBS Group AG	-646,710	-10.9%	5,313,609
ASSETMARK, INC	-614,202	-22.9%	2,072,918
Fi3 FINANCIAL ADVISORS, LLC	-467,650	-97.3%	13,074
Private Advisor Group, LLC	-402,507	-89.0%	49,929
GOLDMAN SACHS GROUP INC	-308,876	-32.3%	646,079
HighTower Advisors, LLC	-275,223	-25.7%	795,641
US BANCORP \DE	-260,019	-6.5%	3,711,923
Creative Planning	-221,473	-14.6%	1,300,206
CreativeOne Wealth, LLC	-214,212	-95.6%	9,742
Curran Financial Partners, LLC	-138,846	-52.9%	123,738
Focus Partners Wealth	-138,224	-53.7%	119,123
ALLIANCEBERNSTEIN L.P.	-137,289	-1.5%	9,287,638
Tidal Investments LLC	-136,668	-17.1%	663,627
Thrivent Financial for Lutherans	-130,081	-36.0%	231,348
Vestmark Advisory Solutions, Inc.	-112,866	-27.2%	302,005

SCHP Institutional Ownership

Institutional Ownership — SCHP

Ownership Trends

Top Institutional Holders (892 total)

Recent Activity

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