Ticker: SCHX CUSIP: 808524201 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Norinchukin Bank, The | 10,180,000 | $273,944 |
| VSM Wealth Advisory, LLC | 335,557 | $9,020 |
| Authentikos Wealth Advisory, LLC | 132,790 | $3,573 |
| BlueStem Wealth Partners, LLC | 571,076 | $15,368 |
| Integrity Investment Advisors, LLC | 69,017 | $1,857 |
| Victrix Investment Advisors | 76,197 | $2,050 |
| Piscataqua Savings Bank | 35,983 | $968 |
| Lloyd Advisory Services, LLC. | 60,773 | $1,635 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 29,221 | $1,158 |
| Advisor Resource Council | 33,505 | $918 |
| ENTREWEALTH, LLC | 33,093 | $901 |
| Maridea Wealth Management LLC | 89,053 | $2,396 |
| Rede Wealth, LLC | 31,782 | $855 |
| Kure Advisory, LLC | 21,746 | $585 |
| Taylor & Morgan Wealth Management, LLC | 19,837 | $534 |
| Valley Brook Capital Group, Inc. | 11,417 | $307 |
| B.O.S.S. Retirement Advisors, LLC | 24,699 | $665 |
| Wright Fund Management, LLC | 127,622 | $3,434 |
| Osbon Capital Management LLC | 7,478 | $201 |
| HOWARD BAILEY SECURITIES, LLC | 17,427 | $469 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| FIDELIS iM, LLC | 149,287 | 1,503,708 | +1,354,421 (+907.3%) |
| Tradewinds Capital Management, LLC | 314,287 | 1,186,560 | +872,273 (+277.5%) |
| Family Legacy Financial Solutions, LLC | 480,613 | 716,115 | +235,502 (+49.0%) |
| Fund Evaluation Group, LLC | 7,167,349 | 9,492,565 | +2,325,216 (+32.4%) |
| GEN Financial Management, INC. | 719,332 | 895,830 | +176,498 (+24.5%) |
| SHERMAN PORFOLIOS, LLC | 15,362 | 1,188,906 | +1,173,544 (+7639.3%) |
| Koss-Olinger Consulting, LLC | 9,414,080 | 9,998,509 | +584,429 (+6.2%) |
| D.B. Root & Company, LLC | 1,226,697 | 1,460,128 | +233,431 (+19.0%) |
| Diversified Enterprises, LLC | 16,481,206 | 16,962,165 | +480,959 (+2.9%) |
| BCS Wealth Management | 673,536 | 1,344,800 | +671,264 (+99.7%) |
| ACCESS FINANCIAL SERVICES, INC. | 1,408,496 | 1,518,734 | +110,238 (+7.8%) |
| Kohmann Bosshard Financial Services, LLC | 6,464,641 | 7,128,362 | +663,721 (+10.3%) |
| Peachtree Investment Partners, LLC | 257,672 | 378,722 | +121,050 (+47.0%) |
| STEVENS CAPITAL PARTNERS | 397,406 | 559,865 | +162,459 (+40.9%) |
| Cornerstone Planning, LLC | 573,497 | 731,374 | +157,877 (+27.5%) |
| Payne Capital LLC | 110,349 | 139,632 | +29,283 (+26.5%) |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 679,208 | 718,663 | +39,455 (+5.8%) |
| Ascension Capital Advisors, Inc. | 1,145,554 | 1,233,008 | +87,454 (+7.6%) |
| FPC INVESTMENT ADVISORY, INC. | 1,012,791 | 1,069,325 | +56,534 (+5.6%) |
| Prosperity Wealth Management, Inc. | 911,630 | 970,709 | +59,079 (+6.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Northwest Capital Management Inc | 311,639 | 23,875 | -287,764 (-92.3%) |
| Raine Group LLC | 364,013 | 291,323 | -72,690 (-20.0%) |
| Arlington Trust Co LLC | 607,569 | 6,489 | -601,080 (-98.9%) |
| SAGE FINANCIAL GROUP INC | 25,009,642 | 23,836,476 | -1,173,166 (-4.7%) |
| Farnam Financial LLC | 520,427 | 417,539 | -102,888 (-19.8%) |
| FSA Investment Group, LLC | 3,664,859 | 3,545,168 | -119,691 (-3.3%) |
| Elite Life Management LLC | 483,521 | 477,150 | -6,371 (-1.3%) |
| Strategic Equity Management | 702,186 | 618,115 | -84,071 (-12.0%) |
| Richardson Capital Management LLC | 1,885,250 | 1,747,876 | -137,374 (-7.3%) |
| MONEYWISE, INC. | 799,390 | 738,905 | -60,485 (-7.6%) |
| Sprinkle Financial Consultants LLC | 875,359 | 837,859 | -37,500 (-4.3%) |
| Embree Financial Group | 1,599,473 | 1,428,282 | -171,191 (-10.7%) |
| NewSquare Capital LLC | 2,556,496 | 2,276,685 | -279,811 (-10.9%) |
| Apriem Advisors | 6,405,179 | 6,166,583 | -238,596 (-3.7%) |
| Gordian Advisors LLC | 1,152,004 | 1,108,746 | -43,258 (-3.8%) |
| Koesten, Hirschmann & Crabtree, INC. | 867,794 | 808,258 | -59,536 (-6.9%) |
| Standpoint Asset Management, LLC | 2,749,700 | 2,657,500 | -92,200 (-3.4%) |
| GREENWOOD GEARHART INC | 4,956,697 | 4,746,845 | -209,852 (-4.2%) |
| Courage Miller Partners, LLC | 1,805,197 | 1,745,021 | -60,176 (-3.3%) |
| May Barnhard Investments LLC | 582,368 | 546,716 | -35,652 (-6.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| SYKON CAPITAL LLC | 429,831 | $11,322 |
| Retireful, LLC | 83,388 | $2,196 |
| RIVERSEDGE ADVISORS, LLC | 450,558 | $11,868 |
| Saxony Capital Management, LLC | 78,135 | $2,058 |
| Consolidated Portfolio Review Corp | 300,383 | $7,912 |
| Everest Management Corp. | 54,462 | $1,435 |
| Nalls Sherbakoff Group, LLC | 36,819 | $970 |
| Hershey Financial Advisers, LLC | 16,827 | $443 |
| My Personal CFO, LLC | 28,299 | $745 |
| TWO SIGMA SECURITIES, LLC | 69,239 | $1,824 |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 41,328 | $1,089 |
| CALTON & ASSOCIATES, INC. | 43,651 | $1,150 |
| MCDONALD PARTNERS LLC | 20,957 | $552 |
| Vertex Planning Partners, LLC | 25,051 | $660 |
| Oxinas Partners Wealth Management LLC | 7,963 | $210 |
| True Vision MN LLC | 7,759 | $204 |
| Wealthcare Capital Partners, LLC | 8,099 | $213 |
| Future Financial Wealth Managment LLC | 4,500 | $119 |
| Peterson Wealth Advisors, LLC | 15,052 | $399 |
| Kovitz Investment Group Partners, LLC | 229,328 | $6,040 |