Ticker: SCHG CUSIP: 808524300 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| BlueStem Wealth Partners, LLC | 2,823,123 | $92,090 |
| JBGlobal.com LLC | 562,709 | $16,662 |
| Koshinski Asset Management, Inc. | 2,106,262 | $68,706 |
| FIDELIS iM, LLC | 256,045 | $8,352 |
| Archer Investment Management, LLC | 118,815 | $3,876 |
| Elevation Capital Advisory, LLC | 122,387 | $3,992 |
| Leo Wealth, LLC | 573,896 | $18,748 |
| CAPITAL WEALTH MANAGEMENT, LLC | 107,800 | $3,516 |
| CYPRESS FINANCIAL PLANNING LLC | 99,854 | $3,257 |
| Net Worth Advisory Group | 71,138 | $2,321 |
| INTEGRAL INVESTMENT ADVISORS, INC. | 56,025 | $1,828 |
| KINTRA WEALTH, LLC | 70,788 | $2,309 |
| Matthew Goff Investment Advisor, LLC | 78,037 | $2,311 |
| Rothschild Wealth LLC | 65,246 | $2,128 |
| True North Advisors, LLC | 48,943 | $1,597 |
| SageGuard Financial Group, LLC | 20,863 | $681 |
| SUMMIT WEALTH GROUP LLC / CO | 41,185 | $1,343 |
| Victrix Investment Advisors | 10,868 | $355 |
| Wright Fund Management, LLC | 84,396 | $2,753 |
| Johnson Financial Group, LLC | 52,174 | $1,702 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Pacific Wealth Strategies Group, Inc. | 150,022 | 441,778 | +291,756 (+194.5%) |
| Golden Reserve Retirement LLC | 3,588,350 | 4,107,553 | +519,203 (+14.5%) |
| Vestwell Advisors, LLC | 1,168,550 | 1,247,892 | +79,342 (+6.8%) |
| Cape Investment Advisory, Inc. | 10,993 | 255,996 | +245,003 (+2228.7%) |
| Code Waechter LLC | 460,885 | 550,273 | +89,388 (+19.4%) |
| Gemmer Asset Management LLC | 2,008,315 | 2,702,334 | +694,019 (+34.6%) |
| SK Wealth Management, LLC | 987,688 | 1,210,727 | +223,039 (+22.6%) |
| WPG Advisers, LLC | 167,440 | 229,600 | +62,160 (+37.1%) |
| BIP Wealth, LLC | 33,148 | 1,779,503 | +1,746,355 (+5268.4%) |
| Keystone Global Partners, LLC | 573,688 | 698,832 | +125,144 (+21.8%) |
| IFS Advisors, LLC | 394,455 | 480,513 | +86,058 (+21.8%) |
| UNIQUE WEALTH, LLC | 752,622 | 955,487 | +202,865 (+27.0%) |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 476,842 | 944,778 | +467,936 (+98.1%) |
| Latko Wealth Management, Ltd. | 148,692 | 196,074 | +47,382 (+31.9%) |
| Weaver Capital Management LLC | 775,275 | 866,259 | +90,984 (+11.7%) |
| Waterford Advisors, LLC | 12,580 | 147,643 | +135,063 (+1073.6%) |
| Friday Financial | 577,286 | 625,730 | +48,444 (+8.4%) |
| Visionary Horizons, LLC | 1,008,318 | 1,050,900 | +42,582 (+4.2%) |
| FLAGSHIP WEALTH ADVISORS, LLC | 203,727 | 284,074 | +80,347 (+39.4%) |
| HC Advisors, LLC | 229,793 | 253,826 | +24,033 (+10.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| RMG Wealth Management LLC | 4,950,788 | 2,367 | -4,948,421 (-100.0%) |
| WIN ADVISORS, INC | 707,571 | 393,448 | -314,123 (-44.4%) |
| Murphy, Middleton, Hinkle & Parker, Inc. | 328,663 | 7,848 | -320,815 (-97.6%) |
| RETIREMENT GUYS FORMULA LLC | 588,716 | 161,628 | -427,088 (-72.5%) |
| HOWARD BAILEY SECURITIES, LLC | 351,097 | 27,060 | -324,037 (-92.3%) |
| Baring Financial LLC | 151,611 | 21,728 | -129,883 (-85.7%) |
| William Mack & Associates, Inc. | 522,868 | 392,609 | -130,259 (-24.9%) |
| Aspen Wealth Strategies, LLC | 628,764 | 488,206 | -140,558 (-22.4%) |
| Triton Wealth Management, PLLC | 1,617,086 | 1,495,238 | -121,848 (-7.5%) |
| Apex Wealth Management, LLC | 323,002 | 180,843 | -142,159 (-44.0%) |
| Strategic Blueprint, LLC | 1,831,652 | 150,683 | -1,680,969 (-91.8%) |
| OPTIMA CAPITAL LLC | 171,554 | 21,810 | -149,744 (-87.3%) |
| OBSIDIAN CIO, LLC | 753,407 | 72,057 | -681,350 (-90.4%) |
| Members Advisory Group LLC | 770,222 | 612,202 | -158,020 (-20.5%) |
| Hershey Financial Advisers, LLC | 90,705 | 15,066 | -75,639 (-83.4%) |
| FSC Wealth Advisors, LLC | 131,722 | 49,736 | -81,986 (-62.2%) |
| Richardson Capital Management LLC | 1,108,441 | 1,019,684 | -88,757 (-8.0%) |
| GPM Growth Investors, Inc. | 461,297 | 390,308 | -70,989 (-15.4%) |
| Blue Barn Wealth, LLC | 134,283 | 18,775 | -115,508 (-86.0%) |
| Financially Speaking Inc | 267,875 | 232,243 | -35,632 (-13.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| FINANCIAL COUNSELORS INC | 740,237 | $23,621 |
| Q3 Asset Management | 141,160 | $5 |
| Kovitz Investment Group Partners, LLC | 5,701,018 | $181,919 |
| LGT Financial Advisors LLC | 12,979 | $414 |
| Arlington Trust Co LLC | 145,800 | $4,652 |
| McCarthy & Cox | 73,453 | $2,344 |
| Consolidated Portfolio Review Corp | 167,253 | $5,337 |
| FLP Wealth Management, LLC | 6,691 | $214 |
| Retireful, LLC | 11,735 | $374 |
| Significant Wealth Partners LLC | 13,747 | $439 |
| Castleview Partners, LLC | 14,669 | $468 |
| B.O.S.S. Retirement Advisors, LLC | 27,490 | $877 |
| Strategic Financial Concepts, LLC | 29,451 | $940 |
| Mach-1 Financial Group, LLC | 35,243 | $1,125 |
| Tiller Private Wealth, Inc. | 17,200 | $549 |
| ROSS\JOHNSON & Associates LLC | 307 | $10 |
| Wealth Group, Ltd. | 7,633 | $0 |
| NWF Advisory Services Inc. | 26,411 | $843 |
| Future Fund LLC | 8,813 | $281 |
| Fortis Group Advisors, LLC | 15,043 | $502 |