$33.54

+0.16 (+0.48%)

Weekly Expected Move ±1.3%

$33 $33 $34 $34 $34

ETF AMEX · AUM $15.7B

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

Institutional Ownership — SCHV

1,045

Institutional Holders

+30 vs prior quarter

0.0%

Ownership

+0.00pp

11B

Total Invested

New Positions

372

Increased

384

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (1101 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Financial Engines Advisors L.L.C.	46,499,260	1.6B	-1,928,543	-4.0%	39Q	SEC ↗
2	SEI INVESTMENTS CO	45,024,906	1.5B	+256,400	+0.6%	15Q	SEC ↗
3	ENVESTNET ASSET MANAGEMENT INC	12,960,727	435M	-5,325,451	-29.1%	32Q	SEC ↗
4	Avantax Planning Partners, Inc.	10,212,910	343M	-4,576	-0.0%	39Q	SEC ↗
5	MATHER GROUP, LLC.	10,099,022	339M	-25,242,337	-71.4%	39Q	SEC ↗
6	Mariner, LLC	9,144,880	307M	-30,892	-0.3%	58Q	SEC ↗
7	OSAIC HOLDINGS, INC.	8,912,979	299M	-2,367,233	-21.0%	26Q	SEC ↗
8	VANTAGEPOINT INVESTMENT ADVISERS LLC	7,753,808	260M	-301,244	-3.7%	4Q	SEC ↗
9	Savant Capital, LLC	6,378,613	214M	+3,269,240	+105.1%	48Q	SEC ↗
10	MONETA GROUP INVESTMENT ADVISORS LLC	5,291,984	177M	+226,446	+4.5%	35Q	SEC ↗
11	Beacon Pointe Advisors, LLC	3,917,972	131M	+44,859	+1.2%	31Q	SEC ↗
12	Betterment LLC	3,867,616	130M	-133,332	-3.3%	47Q	SEC ↗
13	WEALTH ENHANCEMENT ADVISORY SERVICES,	3,727,556	125M	-84,580	-2.2%	47Q	SEC ↗
14	LPL Financial LLC	3,674,944	123M	+362,628	+10.9%	54Q	SEC ↗
15	Cetera Investment Advisers	3,571,303	120M	+27,119	+0.8%	42Q	SEC ↗
16	Gemmer Asset Management LLC	3,373,480	113M	-59,067	-1.7%	50Q	SEC ↗
17	RAINEY & RANDALL WEALTH ADVISORS INC.	3,018,201	101M	+21,956	+0.7%	35Q	SEC ↗
18	Mokosak Advisory Group, LLC	3,013,603	101M	+5,102	+0.2%	35Q	SEC ↗
19	Krilogy Financial LLC	2,880,128	97M	+7,841	+0.3%	42Q	SEC ↗
20	MORGAN STANLEY	2,779,835	93M	-255,565	-8.4%	51Q	SEC ↗
21	AMERIPRISE FINANCIAL INC	2,705,341	91M	+93,585	+3.6%	16Q	SEC ↗
22	UBS Group AG	2,701,363	91M	-23,317	-0.9%	47Q	SEC ↗
23	HighTower Advisors, LLC	2,625,413	88M	-32,184	-1.2%	9Q	SEC ↗
24	EXCHANGE TRADED CONCEPTS, LLC	2,402,516	81M	+304,251	+14.5%	5Q	SEC ↗
25	Cooper Financial Group	2,276,475	76M	+140,501	+6.6%	11Q	SEC ↗
26	Compound Planning, Inc.	2,011,430	67M	+36,988	+1.9%	11Q	SEC ↗
27	World Investment Advisors	1,970,475	66M	-6,923	-0.4%	21Q	SEC ↗
28	BANK OF AMERICA CORP /DE	1,921,981	64M	+30,329	+1.6%	15Q	SEC ↗
29	Creative Planning	1,836,443	62M	-82,551	-4.3%	51Q	SEC ↗
30	SUMMIT WEALTH & RETIREMENT PLANNING, I	1,777,034	60M	+52,850	+3.1%	31Q	SEC ↗
31	Black Diamond Financial, LLC	1,759,449	59M	+348,437	+24.7%	31Q	SEC ↗
32	Cerity Partners LLC	1,744,278	59M	+640,992	+58.1%	18Q	SEC ↗
33	Financial Management Professionals, In	1,721,114	58M	-5,062	-0.3%	2Q	SEC ↗
34	GenWealth Group, Inc.	1,681,637	56M	-21,847	-1.3%	33Q	SEC ↗
35	Focus Partners Advisor Solutions, LLC	1,627,002	55M	+63,021	+4.0%	14Q	SEC ↗
36	UNITED CAPITAL FINANCIAL ADVISORS, LLC	1,599,656	54M	-25,832	-1.6%	58Q	SEC ↗
37	JPMORGAN CHASE & CO	1,568,627	53M	+15,199	+1.0%	36Q	SEC ↗
38	DRAVO BAY LLC	1,454,110	49M	+125,054	+9.4%	19Q	SEC ↗
39	Northern Capital Management, Inc.	1,412,672	47M	+45,425	+3.3%	23Q	SEC ↗
40	CAPTRUST FINANCIAL ADVISORS	1,333,572	45M	+232,948	+21.2%	38Q	SEC ↗
41	HRC WEALTH MANAGEMENT, LLC	1,302,258	44M	-6,301	-0.5%	11Q	SEC ↗
42	Thrivent Financial for Lutherans	1,299,421	44M	+31,248	+2.5%	25Q	SEC ↗
43	XML Financial, LLC	1,253,900	42M	+9,650	+0.8%	27Q	SEC ↗
44	Summit Asset Management, LLC	1,224,848	41M	-7,609	-0.6%	58Q	SEC ↗
45	Veery Capital, LLC	1,196,106	40M	+27,699	+2.4%	23Q	SEC ↗
46	MML INVESTORS SERVICES, LLC	1,186,101	40M	+265,328	+28.8%	34Q	SEC ↗
47	BALLAST ADVISORS LLC	1,179,966	40M	-14,227	-1.2%	27Q	SEC ↗
48	Brady Martz Wealth Solutions, LLC	1,134,296	38M	-811	-0.1%	7Q	SEC ↗
49	NICOLET BANKSHARES INC	1,126,459	38M	-66,799	-5.6%	2Q	SEC ↗
50	Midwest Trust Co	1,122,636	38M	-15,594	-1.4%	5Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
TSG Advice Partners, LLC	1,012,162	34M
Global Retirement Partners, LLC	960,177	32M
Odyssey Group, LLC	581,116	19M
Phillip James Consulting Co.	199,843	7M
J.W. COLE ADVISORS, INC.	172,580	6M
VILLERE ST DENIS J & CO LLC	134,411	5M
MARSHALL WACE, LLP	123,053	4M
RETIREMENT GUYS FORMULA LLC	73,108	2M
B&D White Capital Company, LLC	58,998	2M
Copper Harbor Investment Advisors,	58,254	2M
GTS SECURITIES LLC	43,936	1M
R2 Capital Strategies, LLC	40,447	1M
Nuveen, LLC	35,660	1M
Waterloo Capital, L.P.	33,726	1M
Synergy Investment Management, LLC	24,028	806K
HRT FINANCIAL LP	22,384	751K
Northwest Quadrant Wealth Managemen	22,211	745K
FLOW TRADERS U.S. LLC	20,059	673K
Peregrine Asset Advisers, Inc.	19,865	666K
Retireful, LLC	17,760	596K

Sold Out (20)

Holder	Prev Shares	Prev Value
Steelhead Wealth Management LLC	468,687	16M
Investor's Fiduciary Advisor Networ	426,852	14M
WealthShield Partners, LLC	287,278	10M
SteelPeak Wealth, LLC	275,642	9M
Secure Asset Management, LLC	91,401	3M
EVOKE WEALTH, LLC	88,290	3M
Elevation Capital Advisory, LLC	73,208	2M
Net Worth Advisory Group	62,846	2M
Tower Research Capital LLC (TRC)	59,342	2M
SOL Capital Management CO	46,889	2M
Quadrant Private Wealth Management,	36,014	1M
Argos Wealth Advisors, LLC	29,844	1M
KELLEHER FINANCIAL ADVISORS	29,220	980K
TBH Global Asset Management, LLC	28,793	966K
MGO ONE SEVEN LLC	23,746	796K
RENAISSANCE TECHNOLOGIES LLC	19,800	664K
BEAM WEALTH ADVISORS, INC.	19,068	640K
M Holdings Securities, Inc.	17,519	588K
JANE STREET GROUP, LLC	17,416	584K
TOUNJIAN ADVISORY PARTNERS, LLC	17,319	581K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Savant Capital, LLC	+3,269,240	+105.1%	6,378,613
Cerity Partners LLC	+640,992	+58.1%	1,744,278
EP Wealth Advisors, LLC	+367,618	+179.7%	572,184
LPL Financial LLC	+362,628	+10.9%	3,674,944
TUDOR INVESTMENT CORP ET AL	+359,920	+117.2%	667,145
Black Diamond Financial, LLC	+348,437	+24.7%	1,759,449
Enclave Advisors LLC	+323,310	+646.9%	373,287
EXCHANGE TRADED CONCEPTS, LLC	+304,251	+14.5%	2,402,516
MML INVESTORS SERVICES, LLC	+265,328	+28.8%	1,186,101
SEI INVESTMENTS CO	+256,400	+0.6%	45,024,906
CAPTRUST FINANCIAL ADVISORS	+232,948	+21.2%	1,333,572
MONETA GROUP INVESTMENT ADVISORS LL	+226,446	+4.5%	5,291,984
Plancorp, LLC	+195,324	+972.6%	215,406
Brookstone Capital Management	+175,267	+79.4%	395,893
Cooper Financial Group	+140,501	+6.6%	2,276,475
CITADEL ADVISORS LLC	+140,219	+99.2%	281,513
PNC Financial Services Group, Inc.	+128,213	+321.5%	168,095
DRAVO BAY LLC	+125,054	+9.4%	1,454,110
SAX WEALTH ADVISORS, LLC	+110,698	+170.6%	175,568
Sunbelt Securities, Inc.	+102,225	+25.0%	510,572

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
MATHER GROUP, LLC.	-25,242,337	-71.4%	10,099,022
ENVESTNET ASSET MANAGEMENT INC	-5,325,451	-29.1%	12,960,727
OSAIC HOLDINGS, INC.	-2,367,233	-21.0%	8,912,979
Financial Engines Advisors L.L.C.	-1,928,543	-4.0%	46,499,260
Envestnet Portfolio Solutions, Inc.	-390,672	-33.5%	774,931
VANTAGEPOINT INVESTMENT ADVISERS LL	-301,244	-3.7%	7,753,808
CX Institutional	-262,270	-24.9%	792,816
MORGAN STANLEY	-255,565	-8.4%	2,779,835
USAdvisors Wealth Management, LLC	-213,306	-29.2%	517,375
Vestmark Advisory Solutions, Inc.	-189,370	-60.9%	121,556
Avior Wealth Management, LLC	-142,364	-36.8%	244,488
Betterment LLC	-133,332	-3.3%	3,867,616
Independent Advisor Alliance	-133,001	-92.3%	11,056
UBS AM, a distinct business unit of	-108,814	-90.8%	11,064
PRINCIPAL FINANCIAL GROUP INC	-104,190	-56.1%	81,599
DDD Partners, LLC	-94,220	-65.8%	48,875
L2 Asset Management, LLC	-92,155	-59.1%	63,723
WEALTH ENHANCEMENT ADVISORY SERVICE	-84,580	-2.2%	3,727,556
Ethos Financial Group, LLC	-83,088	-12.0%	610,180
Creative Planning	-82,551	-4.3%	1,836,443

SCHV Institutional Ownership

Institutional Ownership — SCHV

Ownership Trends

Top Institutional Holders (1101 total)

Recent Activity

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