Stock

SCHX

Ownership Count: 2121

Ownership

Manager Name % of Portfolio Recent Activity Share Value
US BANCORP \DE\ 6.59%
Added 1019.04%
159,910,832 $3,706,733,000.0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.85%
Added 195.73%
149,100,605 $9,579,713,000.0
Charles Schwab Investment Advisory, Inc. 8.33%
No Change
97,658,992 $6,060,717,000.0
Creative Planning 1.79%
Added 194.41%
77,479,132 $1,795,966,000.0
SEI INVESTMENTS CO 1.25%
Added 184.68%
35,164,430 $815,113,000.0
HBK Sorce Advisory LLC 24.28%
Added 202.16%
32,139,846 $745,001,000.0
MONETA GROUP INVESTMENT ADVISORS LLC 8.6%
Added 2.46%
26,239,480 $608,231,000.0
SAGE FINANCIAL GROUP INC 46.39%
Added 197.65%
24,865,286 $576,377,000.0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.41%
Added 220.82%
20,777,879 $481,631,000.0
Cerity Partners LLC 0.94%
Added 196.90%
18,460,760 $428,581,000.0
UBS Group AG 0.13%
Added 180.45%
16,755,226 $388,386,000.0
Campbell Wealth Management 32.92%
Added 208.85%
15,779,897 $365,778,000.0
Diversified Enterprises, LLC 33.1%
No Change
14,875,742 $344,819,000.0
ENVESTNET ASSET MANAGEMENT INC 0.11%
Added 184.59%
14,690,875 $340,534,000.0
MERCER GLOBAL ADVISORS INC /ADV 0.68%
Reduced 14.51%
11,897,313 $275,779,000.0