$22.03

-0.04 (-0.16%)

Weekly Expected Move ±0.8%

$22 $22 $22 $22 $22

ETF AMEX · AUM $10.3B

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

Institutional Ownership — SCHZ

723

Institutional Holders

+7 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

327

Increased

243

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (766 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	JPMORGAN CHASE & CO	14,422,540	$318M	+1,139,890	+8.6%	35Q	SEC ↗
2	Rockbridge Investment Management, LCC	10,420,258	$230M	+726,661	+7.5%	25Q	SEC ↗
3	Avantax Planning Partners, Inc.	7,975,307	$176M	+264,646	+3.4%	39Q	SEC ↗
4	AMERIPRISE FINANCIAL INC	6,809,636	$150M	+340,546	+5.3%	16Q	SEC ↗
5	Charles Schwab Trust Co	6,601,917	$145M	+186,945	+2.9%	24Q	SEC ↗
6	Financial Engines Advisors L.L.C.	5,681,166	$125M	+267,337	+4.9%	39Q	SEC ↗
7	CWM, LLC	4,789,548	$106M	+767,142	+19.1%	18Q	SEC ↗
8	HighTower Advisors, LLC	4,292,060	$95M	-199,078	-4.4%	45Q	SEC ↗
9	Kohmann Bosshard Financial Services, L	3,855,498	$85M	+534,699	+16.1%	36Q	SEC ↗
10	ENVESTNET ASSET MANAGEMENT INC	3,483,103	$77M	+188,635	+5.7%	59Q	SEC ↗
11	RATIONAL ADVISORS, INC.	3,142,160	$69M	+65,898	+2.1%	2Q	SEC ↗
12	GOLDMAN SACHS GROUP INC	3,071,596	$68M	-59,602	-1.9%	15Q	SEC ↗
13	McAdam, LLC	2,609,832	$57M	+618,992	+31.1%	39Q	SEC ↗
14	Cerity Partners LLC	2,345,726	$52M	+555,355	+31.0%	23Q	SEC ↗
15	JONES FINANCIAL COMPANIES LLLP	2,278,622	$50M	+381,229	+20.1%	26Q	SEC ↗
16	Pioneer Wealth Management Group	2,249,290	$50M	+249,489	+12.5%	6Q	SEC ↗
17	WEALTH ENHANCEMENT ADVISORY SERVICES,	2,171,145	$48M	-21,380	-1.0%	47Q	SEC ↗
18	Mariner, LLC	2,132,074	$47M	-24,178	-1.1%	49Q	SEC ↗
19	Cetera Investment Advisers	1,863,166	$41M	+95,234	+5.4%	42Q	SEC ↗
20	Savant Capital, LLC	1,688,291	$37M	+842,407	+99.6%	29Q	SEC ↗
21	Vident Advisory, LLC	1,686,818	$37M	+51,683	+3.2%	7Q	SEC ↗
22	NorthRock Partners, LLC	1,618,956	$36M	+409,926	+33.9%	11Q	SEC ↗
23	FINANCIAL LIFE ADVISORS	1,573,243	$35M	+72,669	+4.8%	16Q	SEC ↗
24	Blue Trust, Inc.	1,548,018	$34M	+31,729	+2.1%	17Q	SEC ↗
25	Destination Wealth Management	1,497,382	$33M	-58,070	-3.7%	43Q	SEC ↗
26	Horst & Graben Wealth Management LLC	1,474,760	$32M	+53,754	+3.8%	18Q	SEC ↗
27	OneDigital Investment Advisors LLC	1,456,131	$32M	-147,021	-9.2%	37Q	SEC ↗
28	Phil A. Younker & Associates, Ltd.	1,419,857	$31M	-150,238	-9.6%	7Q	SEC ↗
29	ZynergyRetirementPlanningLLC	1,405,679	$31M	+79,409	+6.0%	9Q	SEC ↗
30	BANK OF AMERICA CORP /DE	1,395,164	$31M	+145,234	+11.6%	15Q	SEC ↗
31	KilterHowling LLC	1,347,082	$30M	+2,932	+0.2%	19Q	SEC ↗
32	TruNorth Capital Management, LLC	1,337,186	$29M	+42,225	+3.3%	10Q	SEC ↗
33	Modern Wealth Management, LLC	1,300,211	$29M	+80,321	+6.6%	4Q	SEC ↗
34	Mokosak Advisory Group, LLC	1,297,292	$29M	+61,631	+5.0%	35Q	SEC ↗
35	Plum Street Advisors, LLC	1,280,658	$28M	+82,255	+6.9%	11Q	SEC ↗
36	DAYMARK WEALTH PARTNERS, LLC	1,273,968	$28M	-343,451	-21.2%	15Q	SEC ↗
37	OSAIC HOLDINGS, INC.	1,249,911	$28M	+82,315	+7.0%	26Q	SEC ↗
38	LPL Financial LLC	1,118,991	$25M	+24,216	+2.2%	47Q	SEC ↗
39	TSA Wealth Managment LLC	1,023,367	$23M	+65,383	+6.8%	11Q	SEC ↗
40	MORGAN STANLEY	1,001,923	$22M	-1,271,935	-55.9%	51Q	SEC ↗
41	THEORY FINANCIAL LLC	988,119	$22M	+41,790	+4.4%	15Q	SEC ↗
42	Tenret Co LLC	984,581	$22M	+70,930	+7.8%	10Q	SEC ↗
43	Creative Planning	976,364	$22M	+47,613	+5.1%	44Q	SEC ↗
44	Alliance Wealth Management Group	956,732	$21M	-58,051	-5.7%	11Q	SEC ↗
45	Towercrest Capital Management	956,732	$21M	-58,051	-5.7%	33Q	SEC ↗
46	Asset Allocation Strategies LLC	933,117	$21M	+11,090	+1.2%	9Q	SEC ↗
47	One Wealth Advisors, LLC	917,188	$20M	+65,242	+7.7%	8Q	SEC ↗
48	Sanctuary Advisors, LLC	914,465	$20M	+43,516	+5.0%	9Q	SEC ↗
49	MERCER GLOBAL ADVISORS INC /ADV	880,216	$19M	+119,473	+15.7%	30Q	SEC ↗
50	Bond & Devick Financial Network, Inc.	879,141	$19M	+35,462	+4.2%	23Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
JANE STREET GROUP, LLC	375,297	$8M
Pacific Excel Wealth Advisors, Inc.	314,239	$7M
Sigma Planning Corp	263,727	$6M
AXXCESS WEALTH MANAGEMENT, LLC	215,559	$5M
OneAscent Wealth Management LLC	214,984	$5M
Global Retirement Partners, LLC	169,162	$4M
BIP Wealth, LLC	152,354	$3M
COMPASS FINANCIAL MANAGEMENT LLC	134,277	$3M
IMA Advisory Services, Inc.	112,283	$2M
Diversify Advisory Services, LLC	91,203	$2M
Ironwood Wealth Management, LLC.	78,512	$2M
Balefire, LLC	72,265	$2M
IFG Advisory, LLC	64,830	$1M
Ameritas Advisory Services, LLC	60,233	$1M
HRT FINANCIAL LP	57,160	$1M
GK Wealth Management LLC	51,837	$1M
Crabel Capital Management, LLC	50,447	$1M
REGIONS FINANCIAL CORP	37,407	$824K
Carolina Wealth Management Inc	37,260	$821K
Associated Banc-Corp	34,800	$767K

Sold Out (20)

Holder	Prev Shares	Prev Value
FIDUCIENT ADVISORS LLC	182,208	$4M
OLD MISSION CAPITAL LLC	160,392	$4M
Heirloom Wealth Management	154,967	$3M
Victrix Investment Advisors	147,061	$3M
Hidden Cove Wealth Management, LLC	137,963	$3M
Advisors Preferred, LLC	114,588	$3M
Private Advisor Group, LLC	62,248	$1M
Arete Wealth Advisors, LLC	44,935	$990K
Ascentis Independent Advisors	40,639	$895K
Advisory Alpha, LLC	33,061	$728K
RHL GROUP, LLC	33,017	$727K
SUSQUEHANNA INTERNATIONAL GROUP, LL	32,621	$719K
M Holdings Securities, Inc.	28,883	$636K
Net Worth Advisory Group	27,964	$616K
Stratos Wealth Advisors, LLC	27,030	$595K
NORTHERN TRUST CORP	22,916	$505K
Entelevest, LLC	22,081	$486K
Haven Private, LLC	21,234	$468K
FLOW TRADERS U.S. LLC	20,575	$453K
LongView Wealth Management	19,753	$435K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
JPMORGAN CHASE & CO	+1,139,890	+8.6%	14,422,540
Savant Capital, LLC	+842,407	+99.6%	1,688,291
CWM, LLC	+767,142	+19.1%	4,789,548
Rockbridge Investment Management, L	+726,661	+7.5%	10,420,258
McAdam, LLC	+618,992	+31.1%	2,609,832
Cerity Partners LLC	+555,355	+31.0%	2,345,726
Kohmann Bosshard Financial Services	+534,699	+16.1%	3,855,498
NorthRock Partners, LLC	+409,926	+33.9%	1,618,956
JONES FINANCIAL COMPANIES LLLP	+381,229	+20.1%	2,278,622
AMERIPRISE FINANCIAL INC	+340,546	+5.3%	6,809,636
January Capital Advisors LLC	+300,572	+734.2%	341,513
CITADEL ADVISORS LLC	+276,526	+257.7%	383,817
Financial Engines Advisors L.L.C.	+267,337	+4.9%	5,681,166
Avantax Planning Partners, Inc.	+264,646	+3.4%	7,975,307
Pioneer Wealth Management Group	+249,489	+12.5%	2,249,290
Advisor OS, LLC	+213,617	+1095.6%	233,114
Balboa Wealth Partners	+198,804	+973.3%	219,230
Forthright Family Wealth Advisory L	+190,804	+151.7%	316,590
ENVESTNET ASSET MANAGEMENT INC	+188,635	+5.7%	3,483,103
Charles Schwab Trust Co	+186,945	+2.9%	6,601,917

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
MORGAN STANLEY	-1,271,935	-55.9%	1,001,923
DAYMARK WEALTH PARTNERS, LLC	-343,451	-21.2%	1,273,968
WealthShield Partners, LLC	-287,487	-94.3%	17,231
Vestmark Advisory Solutions, Inc.	-256,556	-24.1%	806,123
ELEVATION POINT WEALTH PARTNERS, LL	-253,238	-23.8%	811,408
HighTower Advisors, LLC	-199,078	-4.4%	4,292,060
Phil A. Younker & Associates, Ltd.	-150,238	-9.6%	1,419,857
OneDigital Investment Advisors LLC	-147,021	-9.2%	1,456,131
BlueSky Wealth Advisors, LLC	-141,036	-62.2%	85,784
Patriot Financial Group Insurance A	-121,282	-42.4%	164,466
BNP PARIBAS FINANCIAL MARKETS	-98,931	-13.2%	652,171
Core Wealth Partners LLC	-79,177	-74.2%	27,540
RENAISSANCE TECHNOLOGIES LLC	-73,000	-64.3%	40,600
Revisor Wealth Management LLC	-71,180	-8.9%	726,046
STEWARDSHIP CONCEPTS FINANCIAL SERV	-64,195	-62.9%	37,803
CFS Investment Advisory Services, L	-60,707	-10.1%	539,041
GOLDMAN SACHS GROUP INC	-59,602	-1.9%	3,071,596
Destination Wealth Management	-58,070	-3.7%	1,497,382
Alliance Wealth Management Group	-58,051	-5.7%	956,732
Towercrest Capital Management	-58,051	-5.7%	956,732

SCHZ Institutional Ownership

Institutional Ownership — SCHZ

Ownership Trends

Top Institutional Holders (766 total)

Recent Activity

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