Stock

SCHE

Ownership Count: 1543

Ownership

Manager Name % of Portfolio Recent Activity Share Value
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.51%
Added 714.18%
99,202,459 $2,634,817,000.0
Charles Schwab Investment Advisory, Inc. 2.96%
No Change
85,303,270 $2,153,907,000.0
Creative Planning 0.53%
Reduced 3.57%
19,804,606 $527,396,000.0
Financial Engines Advisors L.L.C. 1.05%
Reduced 2.67%
18,694,885 $497,844,000.0
HighTower Advisors, LLC 0.32%
Added 7.16%
8,367,065 $222,814,000.0
SageView Advisory Group, LLC 4.01%
Added 22.31%
3,477,774 $92,613,000.0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.15%
Added 2.63%
2,375,552 $69,318,000.0
ENVESTNET ASSET MANAGEMENT INC 0.02%
Reduced 4.14%
2,332,341 $62,110,000.0
REBALANCE, LLC 4.21%
Added 2.85%
2,113,897 $56,293,000.0
MATHER GROUP, LLC. 0.69%
Reduced 1.66%
2,001,316 $53,295,000.0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.04%
Added 5.51%
1,955,557 $52,076,000.0
MERCER GLOBAL ADVISORS INC /ADV 0.12%
Reduced 3.13%
1,863,839 $49,634,000.0
Orgel Wealth Management, LLC 1.24%
Added 4.88%
1,789,869 $47,664,000.0
MORGAN STANLEY 0.01%
No Change
1,748,248 $51,013,000.0
FMR LLC 0.0%
Added 2.64%
1,593,101 $42,424,000.0