Schwab Intl Small-Cap EquitySCHCETF
13F holders, Q2 2026 (June 30)525holders +30
47new positions
19sold out
1famous investor
$48.25avg. 13F price*
At the end of Q2 2026, 525 institutions reported holding Schwab Intl Small-Cap Equity (SCHC) in their 13F filings, up 30 from Q1 2026. 47 opened new positions and 19 sold out. The largest holders were Tiaa-Cref Individual & Institutional Services, LLC ($215.4M), Savant Capital, LLC ($185.7M) and Creative Planning ($136.1M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Schwab Intl Small-Cap Equity
- CUSIP
- 808524888
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $54.3M |
| Exits | 19 | $13.6M |
All 13F filers, Q1 2026 → Q2 2026: 6,507,253 shares bought and 1,469,604 shares sold, net +5,037,649 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 525 holders
| Tiaa-Cref Individual & Institutional Services, LLC | 0.74% | Add +3.3% | 4,476,230 | $215.4M |
| Savant Capital, LLC | 0.55% | Add +95.0% | 3,916,077 | $185.7M |
| Creative Planning | 0.08% | Reduce -3.7% | 2,829,312 | $136.1M |
| Jones Financial Companies LLLP | 0.05% | Add +56.7% | 2,512,185 | $120.0M |
| McAdam, LLC | 3.18% | Add +4.0% | 1,711,610 | $82.4M |
| SageView Advisory Group, LLC | 2.69% | Reduce -4.4% | 1,703,083 | $82.0M |
| BlackRock, Inc. | 0.00% | Reduce -19.0% | 1,486,015 | $71.5M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -1.1% | 1,242,614 | $59.8M |
| State Street Corp. | 0.00% | Add +0.5% | 1,165,313 | $56.1M |
| Johnson Financial Group, LLC | 2.93% | Add +87.2% | 1,131,199 | $54.4M |
| Mather Group, Llc. | 0.46% | Add +0.5% | 1,103,737 | $53.1M |
| Focus Partners Wealth | 0.05% | Reduce -6.1% | 962,706 | $46.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.67% | Add +11.0% | 951,415 | $45.8M |
| Choreo, LLC | 0.43% | Reduce -0.5% | 813,788 | $39.2M |
| St. Louis Trust Co | 4.23% | Add +0.7% | 87,162 | $37.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.0% | 721,412 | $34.7M |
| Corient Private Wealth LP | 0.04% | Reduce -1.8% | 623,892 | $30.0M |
| Charles Schwab Trust Co | 1.66% | Add +41.3% | 619,205 | $29.8M |
| Pure Financial Advisors, LLC | 0.38% | Add +1.6% | 613,957 | $29.5M |
| Vise Technologies, Inc. | 0.27% | Add +13.9% | 491,169 | $23.6M |
| GHP Investment Advisors, Inc. | 0.85% | Add +0.8% | 481,697 | $23.2M |
| Captrust Financial Advisors | 0.03% | Add +4.4% | 417,548 | $20.1M |
| UBS Group AG | 0.00% | Add +3.0% | 414,546 | $19.9M |
| Tortoise Investment Management, LLC | 1.31% | Add +1.3% | 365,315 | $17.6M |
| Diversify Advisory Services, LLC | 0.28% | New | 347,506 | $16.7M |
| Diversify Wealth Management, LLC | 0.28% | Add +10.5% | 347,506 | $16.7M |
| Raymond James Financial Inc. | 0.00% | Add +1.1% | 326,183 | $15.7M |
| Redwood Investment Management, LLC | 1.51% | Reduce -1.1% | 317,380 | $15.3M |
| Tiaa Trust, National Association | 0.87% | Add +1.7% | 306,226 | $14.7M |
| Rockbridge Investment Management, LCC | 1.17% | Reduce -2.3% | 298,760 | $14.4M |
| Nicholas Hoffman & Company, LLC. | 0.30% | Add +1.9% | 296,679 | $14.3M |
| Morgan Stanley | 0.00% | Reduce -22.7% | 285,394 | $13.7M |
| White & Co Financial Planning Inc | 7.91% | Add +1.1% | 265,459 | $12.8M |
| Brooklyn FI, LLC | 2.31% | Add +6.4% | 260,222 | $12.6M |
| Cetera Investment Advisers | 0.01% | Add +5.9% | 256,952 | $12.4M |
| Summit Financial, LLC | 0.13% | Add +5.5% | 253,359 | $12.2M |
| Hancock Whitney Corp. | 0.20% | Add +4.5% | 247,601 | $11.9M |
| Fund Evaluation Group, LLC | 0.32% | Reduce -3.8% | 246,963 | $11.9M |
| Mariner, LLC | 0.01% | Reduce -27.3% | 213,741 | $10.3M |
| Main Street Financial Solutions, LLC | 0.66% | Add +1.3% | 213,083 | $10.3M |
| Osaic Holdings, Inc. | 0.01% | Add +44.2% | 206,225 | $9.9M |
| Clearwater Capital Advisors, LLC | 0.72% | Add +0.8% | 204,909 | $9.9M |
| Perigon Wealth Management, LLC | 0.15% | Add +3.9% | 203,051 | $9.8M |
| Atlas Capital Advisors Inc. | 1.01% | Add +0.2% | 192,503 | $9.3M |
| Ameriprise Financial Inc. | 0.00% | Add +7.8% | 192,366 | $9.2M |
| BlueSky Wealth Advisors, LLC | 1.07% | Add +5.5% | 191,915 | $9.2M |
| Oarsman Capital, Inc. | 0.96% | Add +389.9% | 189,176 | $9.1M |
| Fort Vancouver Investment Management, LLC | 4.18% | Reduce -2.7% | 185,849 | $8.9M |
| Wells Fargo & Company | 0.00% | Add +11.9% | 183,072 | $8.8M |
| Bank of America Corp. | 0.00% | Add +48.8% | 177,195 | $8.5M |
| EP Wealth Advisors, LLC | 0.03% | Add +0.8% | 174,538 | $8.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.0% | 173,811 | $8.4M |
| Mission Wealth Management, LP | 0.10% | Add +5.4% | 173,459 | $8.3M |
| Brand Asset Management Group, Inc. | 1.82% | Reduce -2.1% | 170,742 | $8.2M |
| Moneta Group Investment Advisors LLC | 0.06% | Add +2.5% | 170,280 | $8.2M |
| Courage Miller Partners, LLC | 2.14% | Reduce -0.5% | 168,438 | $8.1M |
| Keyvantage Wealth, LLC | 2.95% | Add +2.9% | 162,240 | $7.8M |
| Strategic Financial Planning, Inc. | 4.03% | New | 160,420 | $7.7M |
| Procyon Advisors, LLC | 0.33% | Reduce -1.8% | 156,738 | $7.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.0% | 171,272 | $7.3M |
| Systelligence, LLC | 1.21% | New | 150,934 | $7.3M |
| West Paces Advisors Inc. | 1.20% | Reduce -7.8% | 148,122 | $7.1M |
| Wedmont Private Capital | 0.19% | Reduce -2.9% | 146,761 | $7.1M |
| Prime Capital Investment Advisors, LLC | 0.07% | Reduce -0.0% | 141,932 | $6.8M |
| FMR LLC | 0.00% | Add +0.8% | 141,176 | $6.8M |
| Arnold Financial Planning LLC | 4.96% | Add +2.7% | 138,331 | $6.7M |
| Beaird Harris Wealth Management, LLC | 0.40% | Reduce -0.5% | 133,480 | $6.4M |
| Hamrick Investment Counsel, llc | 4.15% | Add +3.6% | 130,096 | $6.3M |
| Transamerica Financial Advisors, LLC | 0.53% | Reduce -20.6% | 128,878 | $6.2M |
| LPL Financial LLC | 0.00% | Add +5.6% | 126,816 | $6.1M |
| Royal Bank of Canada | 0.00% | Add +2.0% | 126,697 | $6.1M |
| Asset Allocation Strategies LLC | 0.91% | Add +3.5% | 123,208 | $5.9M |
| Natixis Advisors, LLC | 0.01% | Add +17.5% | 120,167 | $5.8M |
| Rialto Wealth Management, LLC | 1.13% | Reduce -3.4% | 118,821 | $5.7M |
| Brucke Financial, Inc. | 2.54% | Add +7.1% | 118,713 | $5.7M |
| Robinswood Financial LLC | 1.61% | Add +4.0% | 116,721 | $5.6M |
| TD Waterhouse Canada Inc. | 0.01% | Add +60.2% | 116,104 | $5.6M |
| Stewardship Advisors, LLC | 1.15% | Reduce -1.4% | 114,576 | $5.5M |
| Ashton Thomas Securities, LLC | 0.81% | Reduce -2.9% | 114,520 | $5.5M |
| Columbus Macro, LLC | 0.49% | Add +9.1% | 105,277 | $5.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.7% | 104,466 | $5.0M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +16.8% | 101,548 | $4.9M |
| Modern Wealth Management, LLC | 0.06% | Add +5.6% | 99,067 | $4.8M |
| Traveka Wealth, LLC | 1.58% | Reduce -0.6% | 99,027 | $4.8M |
| Bell Investment Advisors, Inc | 0.70% | Add +0.2% | 98,683 | $4.7M |
| Upper Left Wealth Management, LLC | 2.60% | Add +2.1% | 97,490 | $4.7M |
| Compound Planning, Inc. | 0.12% | Reduce -6.0% | 95,665 | $4.6M |
| World Investment Advisors | 0.07% | No change | 95,677 | $4.5M |
| Elmwood Wealth Management, Inc. | 1.10% | Add +3.3% | 91,804 | $4.4M |
| Commonwealth Financial Services, LLC | 0.56% | New | 86,560 | $4.2M |
| Texas Yale Capital Corp. | 0.09% | Add +3.3% | 86,382 | $4.2M |
| Evergreen Capital Management LLC | 0.07% | Add +0.0% | 85,622 | $4.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +1742.9% | 83,833 | $4.0M |
| HBK Sorce Advisory LLC | 0.08% | Reduce -3.9% | 77,863 | $3.9M |
| Cerity Partners LLC | 0.00% | Reduce -11.4% | 80,598 | $3.9M |
| Seven Springs Wealth Group, LLC | 0.85% | Reduce -0.6% | 79,814 | $3.8M |
| Cornerstone Wealth Advisors, Inc. | 0.80% | Add +0.9% | 79,382 | $3.8M |
| Patriot Investment Management Group, Inc. | 0.22% | Reduce -2.1% | 78,685 | $3.8M |
| Jacobs Equity LLC | 2.51% | Add +7.3% | 75,548 | $3.6M |
| Plancorp, LLC | 0.09% | New | 75,668 | $3.6M |
| Northern Trust Corp. | 0.00% | Add +1.0% | 74,305 | $3.6M |
| Signal Tree Financial Partners LLC | 2.33% | Add +1.7% | 72,972 | $3.5M |
| HB Wealth Management, LLC | 0.02% | Add +341.1% | 72,724 | $3.5M |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 70,138 | $3.4M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +63.7% | 70,116 | $3.4M |
| Manske Wealth Management | 0.83% | Add +8.6% | 69,875 | $3.4M |
| Morton Brown Family Wealth, LLC | 0.75% | Reduce -0.2% | 68,674 | $3.3M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -1.2% | 66,986 | $3.2M |
| Aire Advisors, LLC | 0.49% | Reduce -0.2% | 62,041 | $3.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.0% | 61,622 | $3.0M |
| Curry Webb Wealth Management LLC | 1.21% | Add +15.5% | 60,853 | $2.9M |
| BCS Wealth Management | 0.53% | Reduce -1.6% | 60,795 | $2.9M |
| Abacus Planning Group, Inc. | 0.36% | Reduce -0.3% | 60,193 | $2.9M |
| Cabot Wealth Management Inc. | 0.29% | Add +0.4% | 59,461 | $2.9M |
| Tradewinds Capital Management, LLC | 0.50% | Add +11.9% | 58,638 | $2.8M |
| Stone Summit Wealth LLC | 0.71% | Add +4.8% | 58,048 | $2.8M |
| Noble Family Wealth, LLC | 0.49% | Add +0.4% | 56,360 | $2.7M |
| Quantinno Capital Management LP | 0.00% | Add +61.4% | 55,786 | $2.7M |
| Beckerman Institutional, LLC | 1.27% | Add +9.5% | 55,563 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +26.4% | 54,310 | $2.6M |
| Carter Financial Group, INC. | 1.29% | Add +5.1% | 51,810 | $2.5M |
| Valley National Advisers Inc. | 0.28% | Reduce -10.3% | 51,437 | $2.5M |
| Kohmann Bosshard Financial Services, LLC | 0.20% | Reduce -0.1% | 49,803 | $2.4M |
| Amicus Financial Advisors, LLC | 0.57% | Reduce -3.4% | 48,637 | $2.3M |
| Colony Family Offices, LLC | 0.51% | Reduce -3.7% | 47,886 | $2.3M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -8.2% | 47,770 | $2.3M |
| Shakespeare Wealth Management, LLC | 0.60% | Reduce -0.1% | 47,356 | $2.3M |
| Modera Wealth Management, LLC | 0.02% | Reduce -2.1% | 45,360 | $2.2M |
| Grove Street Fiduciary, LLC | 0.91% | Reduce -1.8% | 44,914 | $2.2M |
| Hexagon Capital Partners LLC | 0.30% | Add +12.8% | 43,652 | $2.1M |
| Phillip James Consulting Co. | 1.39% | New | 43,205 | $2.1M |
| Invesco Ltd. | 0.00% | Reduce -4.2% | 43,162 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Add +2.1% | 43,033 | $2.1M |
| Christensen, King & Associates Investment Services, Inc. | 0.80% | No change | 41,848 | $2.0M |
| HORAN Wealth, LLC | 0.25% | Add +0.2% | 41,753 | $2.0M |
| Braun-Bostich & Associates Inc. | 1.10% | Reduce -2.3% | 41,087 | $2.0M |
| CENTRAL TRUST Co | 0.03% | Add +0.0% | 40,058 | $1.9M |
| IMA Advisory Services, Inc. | 0.12% | Add +24.9% | 38,184 | $1.8M |
| Foster Group, Inc. | 0.05% | Add +5.8% | 38,057 | $1.8M |
| Farther Finance Advisors, LLC | 0.01% | Add +1.6% | 37,809 | $1.8M |
| Guardian Financial Partners, LLC | 0.71% | Add +0.1% | 37,741 | $1.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Add +2.7% | 37,080 | $1.8M |
| American Financial & Tax Strategies Inc. | 0.80% | Reduce -0.1% | 36,675 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.9% | 36,229 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.9% | 36,139 | $1.7M |
| MAI Capital Management | 0.01% | Add +1.2% | 35,971 | $1.7M |
| Act Wealth Management, LLC | 0.50% | Add +0.1% | 35,467 | $1.7M |
| Focus Financial Network, Inc. | 0.05% | Reduce -0.1% | 35,294 | $1.7M |
| Fonville Wealth Management LLC | 0.28% | Reduce -0.7% | 35,256 | $1.7M |
| Lido Advisors, LLC | 0.01% | Reduce -19.0% | 35,167 | $1.7M |
| Walkner Condon Financial Advisors LLC | 0.19% | Add +0.3% | 34,553 | $1.7M |
| Stevens Capital Partners | 0.32% | Add +61.1% | 34,467 | $1.7M |
| Parkwoods Wealth Partners, LLC | 0.27% | New | 34,406 | $1.7M |
| One Capital Management, LLC | 0.05% | No change | 35,183 | $1.6M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.8% | 34,001 | $1.6M |
| Integris Wealth Management, LLC | 0.32% | Reduce -0.5% | 32,416 | $1.6M |
| US Bancorp \de | 0.00% | Add +8.2% | 32,352 | $1.6M |
| AQR Capital Management | 0.00% | Add +81.3% | 32,107 | $1.5M |
| Strategic Family Wealth Counselors, L.L.C. | 0.35% | Reduce -0.7% | 31,544 | $1.5M |
| Wealth Architects, LLC | 0.11% | No change | 29,571 | $1.4M |
| Commerce Bank | 0.01% | Reduce -1.3% | 29,384 | $1.4M |
| Dopkins Wealth Management, LLC | 0.51% | Reduce -6.0% | 29,313 | $1.4M |
| Eagle Harbor Asset Management Inc. | 1.11% | Reduce -3.9% | 29,308 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Add +119.5% | 29,083 | $1.4M |
| Falcon Wealth Planning | 0.09% | Reduce -2.7% | 28,510 | $1.4M |
| Seneca Financial Advisors LLC | 0.36% | Reduce -2.6% | 28,457 | $1.4M |
| Mgo One Seven LLC | 0.02% | Add +8.8% | 27,898 | $1.3M |
| LTG Capital LLC | 0.88% | Add +0.2% | 27,219 | $1.3M |
| IFP Advisors, Inc | 0.02% | Add +9.7% | 27,155 | $1.3M |
| Nwam LLC | 0.07% | Add +5.4% | 27,037 | $1.3M |
| Elevation Wealth Partners, LLC | 0.38% | Reduce -1.1% | 26,491 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +13.8% | 26,105 | $1.3M |
| 25 LLC | 0.34% | Add +0.0% | 25,921 | $1.2M |
| Oakwell Private Wealth Management, LLC | 0.21% | Reduce -0.5% | 25,821 | $1.2M |
| Avestar Capital, LLC | 0.07% | Add +4.9% | 25,240 | $1.2M |
| Leisure Capital Management | 0.38% | Add +5.1% | 25,191 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 25,104 | $1.2M |
| SeaCrest Wealth Management, LLC | 0.13% | Add +0.0% | 24,924 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Add +42.9% | 24,402 | $1.2M |
| Embree Financial Group | 0.12% | Reduce -6.3% | 24,312 | $1.2M |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.2% | 24,238 | $1.2M |
| Cloud Capital Management, LLC | 0.41% | Add +0.3% | 23,550 | $1.1M |
| SMART Wealth LLC | 0.24% | New | 23,018 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +6.5% | 22,746 | $1.1M |
| Tempus Wealth Planning, LLC | 0.21% | Add +5.6% | 22,193 | $1.1M |
| Fifth Third Securities, Inc. | 0.06% | Add +0.2% | 22,182 | $1.1M |
| Creekside Partners | 0.38% | Reduce -2.3% | 22,004 | $1.1M |
| James J. Burns & Company, LLC | 0.11% | Reduce -1.7% | 21,951 | $1.1M |
| Aspen Investment Management Inc | 0.28% | No change | 21,584 | $1.0M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +6.7% | 20,580 | $990K |
| Axxcess Wealth Management, LLC | 0.02% | New | 20,335 | $979K |
| Index Fund Advisors, Inc. | 0.04% | Add +4.1% | 20,290 | $976K |
| OneAscent Financial Services LLC | 0.05% | Reduce -1.5% | 20,168 | $970K |
| Blueline Advisors LLC | 0.67% | No change | 20,116 | $968K |
| ZynergyRetirementPlanningLLC | 0.52% | Add +5.5% | 20,028 | $964K |
| Sand Hill Global Advisors, LLC | 0.03% | No change | 19,894 | $957K |
| CFG Wealth Management Services, Inc. | 0.93% | No change | 20,676 | $953K |
| Yoffe Investment Management, LLC | 1.07% | Add +0.0% | 19,452 | $936K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +0.7% | 19,424 | $932K |
| Envision Financial LLC | 0.42% | Reduce -2.5% | 18,944 | $912K |
| K2 Financial Inc. | 0.62% | Reduce -0.7% | 18,028 | $884K |
| Murphy & Mullick Capital Management Corp | 0.54% | No change | 18,201 | $876K |
| Avior Wealth Management, LLC | 0.02% | Reduce -0.2% | 18,166 | $874K |
| Moisand Fitzgerald Tamayo, LLC | 0.08% | Reduce -4.5% | 17,718 | $853K |
| Investment Partners Asset Management, Inc. | 0.48% | Reduce -0.7% | 17,695 | $851K |
| AE Wealth Management LLC | 0.00% | Add +29.9% | 17,572 | $846K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -25.3% | 17,164 | $826K |
| Smith Partners Wealth Management, LLC | 0.65% | Reduce -31.1% | 17,040 | $820K |
| Nuveen, LLC | 0.00% | New | 16,799 | $808K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 16,737 | $805K |
| Savvy Advisors, Inc. | 0.02% | Add +0.7% | 16,625 | $800K |
| Composition Wealth, LLC | 0.01% | Add +0.6% | 16,593 | $798K |
| Vawter Financial, Ltd. | 0.30% | Reduce -1.9% | 16,390 | $789K |
| Kingsview Wealth Management, LLC | 0.01% | Add +127.3% | 16,274 | $783K |
| Equitable Holdings, Inc. | 0.00% | Add +9.9% | 16,115 | $775K |
| AlphaCore Capital LLC | 0.01% | Add +255.0% | 16,034 | $772K |
| Noble Wealth Partners LLC | 0.67% | — | 15,958 | $768K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -1.0% | 15,957 | $768K |
| Argent Trust Co | 0.02% | No change | 15,831 | $762K |
| Collective Family Office LLC | 0.15% | Reduce -1.6% | 15,470 | $744K |
| Factor Wealth Management LTD | 0.11% | Reduce -2.5% | 15,234 | $733K |
| Peak Financial Management, Inc. | 0.17% | Add +0.8% | 15,230 | $733K |
| Altfest L J & Co. Inc. | 0.07% | Reduce -3.4% | 15,193 | $731K |
| Passive Capital Management, LLC. | 0.23% | Add +3.2% | 15,980 | $728K |
| Klingman & Associates, LLC | 0.03% | Add +0.1% | 14,799 | $712K |
| Fidelis Capital Partners, LLC | 0.04% | Reduce -4.8% | 14,581 | $702K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +1.6% | 14,408 | $693K |
| Parkside Financial Bank & Trust | 0.05% | Reduce -12.3% | 14,376 | $692K |
| Bank of Montreal | 0.00% | Reduce -5.3% | 14,355 | $691K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +1.4% | 14,199 | $683K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -27.5% | 14,049 | $676K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -20.2% | 13,635 | $656K |
| Betterment LLC | 0.00% | Add +19.0% | 13,167 | $634K |
| Livet Wealth, LLC | 0.36% | Reduce -0.9% | 13,018 | $626K |
| McLean Asset Management Corp | 0.08% | Reduce -19.2% | 12,666 | $612K |
| American Century Companies Inc. | 0.00% | Reduce -89.4% | 12,512 | $602K |
| Balboa Wealth Partners | 0.08% | New | 12,505 | $602K |
| Omega Financial Group, LLC | 0.18% | Reduce -0.7% | 12,389 | $596K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +7.5% | 12,200 | $587K |
| Essex Financial Services, Inc. | 0.03% | Add +0.1% | 12,174 | $586K |
| Blue Bell Private Wealth Management, LLC | 0.07% | Add +0.1% | 12,050 | $580K |
| Breakwater Investment Management | 0.19% | Add +183.7% | 11,618 | $559K |
| Amara Financial, Llc. | 0.33% | Add +0.2% | 11,607 | $559K |
| Simon Quick Advisors, LLC | 0.02% | No change | 11,533 | $555K |
| Oath Planning, LLC | 0.41% | Add +0.2% | 11,498 | $553K |
| Hardin Capital Partners, LLC | 0.26% | Add +4.3% | 11,432 | $550K |
| Lantz Financial LLC | 0.10% | No change | 11,333 | $545K |
| Fortis Capital Advisors, LLC | 0.06% | Reduce -1.5% | 11,260 | $542K |
| Belpointe Asset Management LLC | 0.02% | Reduce -1.5% | 11,260 | $542K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -13.4% | 11,151 | $537K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -9.8% | 11,137 | $536K |
| Allworth Financial LP | 0.00% | Add +33.1% | 10,733 | $516K |
| Capital Analysts, LLC | 0.01% | Add +33.4% | 10,539 | $507K |
| Life Planning Partners, Inc | 0.37% | No change | 10,338 | $497K |
| International Private Wealth Advisors LLC | 0.26% | Add +0.2% | 10,321 | $497K |
| Chesley Taft & Associates LLC | 0.02% | No change | 10,296 | $495K |
| Ifrah Financial Services, Inc. | 0.12% | Reduce -2.6% | 10,161 | $489K |
| Cardiff Park Advisors, LLC | 0.04% | Reduce -14.2% | 10,129 | $487K |
| Krilogy Financial LLC | 0.01% | Add +1.7% | 9,982 | $480K |
| Virginia Estate & Retirement Planning Advisors Inc. | 0.56% | New | 467,217 | $467K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -0.5% | 9,569 | $460K |
| Private Wealth Management Group, LLC | 0.11% | Reduce -0.8% | 9,496 | $457K |
| Bank of New York Mellon Corp | 0.00% | Add +78.0% | 9,464 | $455K |
| Morris Financial Concepts, Inc. | 0.14% | Reduce -3.9% | 9,302 | $448K |
| Cooke Wealth Management, LLC | 0.36% | Add +0.0% | 9,243 | $445K |
| Sei Investments Co. | 0.00% | Add +1.4% | 9,207 | $443K |
| Zhang Financial LLC | 0.01% | Reduce -0.3% | 9,079 | $437K |
| Sachem Hill LLC | 0.08% | Reduce -5.7% | 8,879 | $427K |
| Advisory Services Network, LLC | 0.00% | Reduce -1.6% | 8,681 | $418K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.2% | 8,661 | $417K |
| Sovran Advisors, LLC | 0.03% | Add +38.8% | 8,691 | $416K |
| Gilbert & Cook, Inc. | 0.05% | No change | 8,618 | $415K |
| Visionary Horizons, LLC | 0.17% | Add +36.4% | 8,501 | $409K |
| IVC Wealth Advisors LLC | 0.16% | Add +7.8% | 8,440 | $406K |
| Busey Bank | 0.01% | No change | 8,293 | $399K |
| Berger Financial Group, Inc | 0.02% | Reduce -23.6% | 8,289 | $399K |
| American Capital Advisory, LLC | 0.14% | Reduce -0.7% | 8,187 | $394K |
| Geometric Wealth Advisors | 0.04% | Add +8.6% | 8,114 | $390K |
| CWC Advisors, LLC. | 0.17% | Add +0.7% | 8,089 | $389K |
| HRT Financial LP | 0.00% | New | 8,091 | $389K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +4.6% | 8,073 | $388K |
| Clearstead Advisors, LLC | 0.00% | Add +0.0% | 8,068 | $388K |
| Garde Capital, Inc. | 0.02% | No change | 8,065 | $388K |
| Ballast Financial Advisors LLC | 0.35% | Reduce -2.6% | 7,982 | $384K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.2% | 7,939 | $382K |
| Maseco LLP | 0.01% | No change | 7,889 | $379K |
| Empower Advisory Group, LLC | 0.00% | Add +19.2% | 7,868 | $379K |
| Flaharty Asset Management, LLC | 0.54% | Reduce -12.9% | 7,790 | $378K |
| Dorsey & Whitney Trust CO LLC | 0.02% | New | 7,779 | $374K |
| Seaside Wealth Management, Inc. | 0.09% | Reduce -1.4% | 7,590 | $365K |
| May Hill Capital, LLC | 0.08% | Reduce -0.9% | 7,584 | $365K |
| TIAA Wealth Investment Management LLC | 0.00% | Reduce -19.0% | 7,580 | $364K |
| PFG Advisors | 0.02% | Add +13.0% | 7,434 | $358K |
| Members Trust Co | 0.01% | No change | 7,419 | $357K |
| Obermeyer Wealth Partners | 0.01% | No change | 7,231 | $348K |
| One Wealth Capital Management, LLC | 0.10% | New | 7,184 | $346K |
| Smartleaf Asset Management LLC | 0.01% | No change | 7,143 | $343K |
| White Lighthouse Investment Management Inc. | 0.04% | Reduce -0.8% | 7,130 | $343K |
| Tranquility Partners, LLC | 0.11% | No change | 6,853 | $330K |
| Ethic Inc. | 0.00% | New | 6,811 | $328K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 6,780 | $326K |
| Kestra Advisory Services, LLC | 0.00% | New | 6,676 | $321K |
| Sax Wealth Advisors, LLC | 0.01% | Add +0.6% | 6,855 | $320K |
| Fifth Third Bancorp | 0.00% | Add +7.6% | 6,625 | $319K |
| Brookstone Capital Management | 0.00% | New | 6,563 | $316K |
| Pension & Wealth Management Advisors, Inc. | 0.08% | Reduce -3.8% | 6,536 | $315K |
| Comprehensive Money Management Services LLC | 0.20% | Add +1.6% | 6,530 | $314K |
| Payne Capital Management, LLC | 0.08% | Reduce -8.3% | 6,468 | $311K |
| Compass Financial Group, INC | 0.04% | New | 6,456 | $311K |
| Advisory Alpha, LLC | 0.01% | Reduce -5.6% | 6,434 | $310K |
| Blair William & Co. | 0.00% | Add +0.3% | 6,258 | $301K |
| Simplicity Wealth,LLC | 0.01% | Reduce -6.9% | 6,224 | $299K |
| Asset Dedication, LLC | 0.02% | Reduce -6.3% | 6,153 | $296K |
| Aspiring Ventures, LLC | 0.08% | Reduce -2.4% | 6,043 | $291K |
| &partners | 0.00% | Add +23.6% | 6,001 | $289K |
| Port Capital LLC | 0.01% | No change | 6,000 | $289K |
| Uptown Financial Advisors LLC | 0.21% | Reduce -0.4% | 5,961 | $287K |
| Aptus Capital Advisors, LLC | 0.00% | Add +12.8% | 5,918 | $285K |
| Birchwood Financial Partners, Inc. | 0.23% | Add +0.2% | 5,882 | $283K |
| Kathmere Capital Management, LLC | 0.01% | No change | 5,852 | $282K |
| Alpha Omega Wealth Management LLC | 0.04% | Reduce -1.2% | 5,795 | $279K |
| Financial Concepts Unlimited, Inc. | 0.22% | Add +0.3% | 5,743 | $276K |
| Brandywine Oak Private Wealth LLC | 0.02% | No change | 5,623 | $271K |
| Black Diamond Financial, LLC | 0.02% | Add +0.0% | 5,579 | $268K |
| Arvest Bank Trust Division | 0.01% | No change | 5,572 | $268K |
| Vista Capital Partners, Inc. | 0.02% | Reduce -13.2% | 5,539 | $267K |
| Single Point Partners, LLC | 0.05% | Reduce -0.3% | 5,525 | $266K |
| Worth Asset Management, LLC | 0.08% | Reduce -0.5% | 5,511 | $265K |
| Quadrant Capital Group LLC | 0.01% | No change | 5,511 | $265K |
| Ritholtz Wealth Management | 0.00% | Reduce -34.2% | 5,477 | $264K |
| Aurelius Family Office LLC | 0.10% | No change | 5,339 | $257K |
| Aspen Grove Capital, LLC | 0.04% | Add +0.1% | 5,201 | $250K |
| Wealthspire Advisors, LLC | 0.00% | New | 5,078 | $244K |
| North Forty Two & Co. | 0.21% | No change | 5,067 | $244K |
| Range Advisory, LLC | 0.03% | Add +12.5% | 5,058 | $243K |
| Sensible Money, LLC | 0.06% | Add +0.1% | 5,035 | $242K |
| MBL Wealth, LLC | 0.02% | Reduce -23.1% | 5,000 | $241K |
| Kovack Advisors, Inc. | 0.01% | New | 4,985 | $240K |
| Brickley Wealth Management | 0.03% | Add +0.8% | 4,856 | $234K |
| Wilson & Boucher Capital Management, LLC | 0.14% | No change | 4,850 | $233K |
| Odyssey Capital Advisors, Inc. | 0.17% | New | 4,830 | $232K |
| Facet Wealth, Inc. | 0.00% | New | 4,820 | $232K |
| Tribridge Partners Financial LLC | 0.09% | No change | 4,803 | $231K |
| Truist Financial Corp. | 0.00% | Reduce -3.9% | 4,774 | $230K |
| Fiduciary Financial Advisors | 0.02% | New | 4,762 | $229K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 4,715 | $227K |
| Accredited Investors Inc. | 0.01% | Add +2.3% | 4,690 | $226K |
| Manuka Financial, LLC | 0.11% | No change | 4,597 | $221K |
| Advus Financial Partners, LLC | 0.05% | New | 4,562 | $220K |
| Carolina Wealth Advisors, LLC | 0.09% | Reduce -5.0% | 4,549 | $219K |
| Landmark Wealth Management, LLC | 0.05% | Reduce -2.0% | 4,529 | $218K |
| Broussard Financial Group LLC | 0.17% | New | 4,507 | $217K |
| First National Bank of Mount Dora, Trust Investment Services | 0.04% | No change | 4,500 | $217K |
| Ironsides Asset Advisors, LLC | 0.05% | No change | 4,490 | $216K |
| Sanctuary Advisors, LLC | 0.00% | New | 4,489 | $216K |
| PFG Investments, LLC | 0.01% | New | 4,481 | $216K |
| Parcion Private Wealth LLC | 0.01% | Reduce -10.9% | 4,471 | $215K |
| Creative Financial Designs Inc. | 0.01% | Add +0.9% | 4,464 | $215K |
| Evanson Financial, LLC | 0.01% | — | 4,433 | $213K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.0% | 4,420 | $213K |
| Clarity Capital Advisors, LLC | 0.09% | Add +0.2% | 4,402 | $212K |
| LBMC Investment Advisors, LLC | 0.01% | No change | 4,339 | $209K |
| Auxano Advisors, LLC | 0.04% | No change | 4,316 | $208K |
| Brown Advisory Inc. | 0.00% | Reduce -5.4% | 4,224 | $203K |
| Alesco Advisors, LLC, An ESL Co | 0.00% | Reduce -20.6% | 4,218 | $203K |
| Motco | 0.02% | Reduce -41.1% | 3,921 | $189K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +39.1% | 3,715 | $179K |
| Vanguard Advisers Inc. | 0.00% | Add +6.7% | 3,714 | $179K |
| Exchange Traded Concepts, LLC | 0.00% | New | 3,612 | $174K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 3,155 | $152K |
| Evolution Advisers, Inc. | 0.06% | New | 3,153 | $151K |
| Compass Financial Management LLC | 0.02% | — | 3,016 | $145K |
| Citigroup Inc. | 0.00% | Add +66.8% | 2,933 | $141K |
| IFG Advisory, LLC | 0.00% | New | 2,910 | $140K |
| Duncker Streett & Co. Inc. | 0.02% | Add +0.1% | 2,646 | $127K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.5% | 2,633 | $127K |
| Pinney & Scofield, Inc. | 0.06% | No change | 2,625 | $126K |
| Meramec Financial Planners, LLC | 0.05% | Add +0.2% | 2,600 | $125K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.4% | 2,600 | $125K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,590 | $125K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,570 | $124K |
| Larson Financial Group LLC | 0.00% | Reduce -3.9% | 2,439 | $117K |
| Versant Capital Management, Inc | 0.01% | Add +0.1% | 2,436 | $117K |
| Raleigh Capital Management Inc. | 0.04% | Add +18.1% | 2,377 | $114K |
| Clearstead Trust, LLC | 0.01% | No change | 2,361 | $114K |
| National Bank of Canada | 0.00% | No change | 2,303 | $111K |
| Bayban | 0.08% | Reduce -2.1% | 2,251 | $108K |
| Global Retirement Partners, LLC | 0.00% | — | 2,239 | $108K |
| Daytona Street Capital LLC | 0.08% | No change | 2,198 | $106K |
| CoreCap Advisors, LLC | 0.00% | Reduce -40.7% | 2,089 | $101K |
| Access Investment Management LLC | 0.02% | No change | 2,000 | $96K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,969 | $95K |
| GW&K Investment Management, LLC | 0.00% | Reduce -0.6% | 1,951 | $94K |
| Hantz Financial Services, Inc. | 0.00% | No change | 1,927 | $93K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +734.9% | 1,912 | $92K |
| Newton One Investments LLC | 0.02% | Add +0.3% | 1,904 | $92K |
| Angeles Wealth Management, LLC | 0.00% | Add +352.1% | 1,899 | $91K |
| Godfrey Financial Associates, Inc. | 0.07% | No change | 1,870 | $90K |
| Blue Trust, Inc. | 0.00% | Reduce -0.3% | 1,773 | $85K |
| Parallel Advisors, LLC | 0.00% | Add +35.5% | 1,768 | $85K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 1,766 | $85K |
| CVA Family Office, LLC | 0.01% | No change | 1,702 | $82K |
| Operose Advisors LLC | 0.02% | Reduce -22.9% | 1,693 | $81K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.2% | 1,399 | $67K |
| Chapman Financial Group, LLC | 0.04% | No change | 1,391 | $67K |
| Atlantic Union Bankshares Corp | 0.00% | Add +1.3% | 1,252 | $60K |
| Kilter Group LLC | 0.02% | Add +29.2% | 1,196 | $58K |
| MCF Advisors LLC | 0.00% | No change | 1,190 | $57K |
| Franklin Resources Inc. | 0.00% | No change | 1,120 | $54K |
| SJS Investment Consulting Inc. | 0.01% | No change | 1,088 | $52K |
| Abound Wealth Management | 0.01% | Add +8.0% | 1,028 | $49K |
| WealthCollab, LLC | 0.02% | No change | 1,013 | $49K |
| First Community Trust NA | 0.02% | No change | 1,000 | $48K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Add +2494.7% | 986 | $47K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -43.0% | 983 | $47K |
| Maryland Capital Advisors Inc. | 0.01% | — | 970 | $47K |
| CX Institutional | 0.00% | New | 958 | $46K |
| Red Reef Advisors LLC | 0.04% | Add +0.2% | 955 | $46K |
| Arax Advisory Partners | 0.00% | Add +55.7% | 928 | $45K |
| Dunhill Financial, LLC | 0.01% | Add +0.2% | 916 | $44K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -4.2% | 911 | $44K |
| Fairway Wealth LLC | 0.01% | No change | 879 | $42K |
| Crews Bank & Trust | 0.01% | New | 806 | $39K |
| UMB Bank, n.a. | 0.00% | New | 750 | $36K |
| IMG Wealth Management, Inc. | 0.02% | Add +4.6% | 706 | $34K |
| Whittier Trust Co. | 0.00% | Add +0.1% | 685 | $34K |
| Front Row Advisors LLC | 0.01% | No change | 662 | $34K |
| Independence Bank of Kentucky | 0.00% | No change | 684 | $33K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -54.6% | 673 | $32K |
| Geneos Wealth Management Inc. | 0.00% | No change | 616 | $30K |
| Activest Wealth Management | 0.01% | Add +0.2% | 611 | $29K |
| Smithfield Trust Co | 0.00% | No change | 589 | $29K |
| Cassaday & Co Wealth Management LLC | 0.00% | Add +13.1% | 594 | $29K |
| Proffitt & Goodson Inc. | 0.00% | No change | 559 | $27K |
| Cape Investment Advisory, Inc. | 0.01% | New | 537 | $26K |
| Howe & Rusling Inc. | 0.00% | Add +71.2% | 522 | $25K |
| Ancora Advisors LLC | 0.00% | No change | 502 | $24K |
| Anchor Investment Management, LLC | 0.00% | No change | 500 | $24K |
| Burk Holdings LLC | 0.01% | Reduce -22.8% | 494 | $24K |
| TFC Financial Management, Inc. | 0.00% | No change | 479 | $23K |
| Crewe Advisors LLC | 0.00% | No change | 467 | $22K |
| Hoey Investments, Inc. | 0.00% | Reduce -2.2% | 450 | $22K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 440 | $21K |
| Vanguard National Trust Co | 0.00% | No change | 386 | $19K |
| 4Thought Financial Group Inc. | 0.01% | Reduce -2.3% | 379 | $18K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 372 | $18K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 348 | $17K |
| PFC Capital Group, Inc. | 0.01% | Add +0.3% | 369 | $17K |
| Assetmark, Inc. | 0.00% | Add +34.7% | 353 | $17K |
| PFS Partners, LLC | 0.01% | No change | 346 | $17K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 340 | $16K |
| Gill Capital Partners, LLC | 0.00% | No change | 331 | $16K |
| Van Den Berg Management I, Inc. | 0.00% | New | 300 | $14K |
| Allied Private Wealth LLC | 0.01% | — | 278 | $13K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 265 | $13K |
| Bogart Wealth, LLC | 0.00% | No change | 263 | $13K |
| Grey Ledge Advisors, LLC | 0.00% | Add +4.0% | 258 | $12K |
| Wagner Wealth Management, LLC | 0.00% | No change | 246 | $12K |
| Financial Consulate, Inc. | 0.00% | No change | 245 | $12K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 214 | $10K |
| Key Capital Management, INC | 0.01% | Reduce -12.4% | 212 | $10K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 210 | $10K |
| JPL Wealth Management, LLC | 0.00% | No change | 204 | $10K |
| Key Financial Inc | 0.00% | No change | 198 | $10K |
| CrossGen Wealth, LLC | 0.01% | New | 190 | $9K |
| Harborfront Financial Group LLC | 0.03% | — | 162 | $8K |
| Nalls Sherbakoff Group, LLC | 0.01% | No change | 160 | $8K |
| Pittenger & Anderson Inc. | 0.00% | No change | 150 | $7K |
| Harbor Asset Planning, Inc. | 0.01% | New | 138 | $7K |
| JDM Financial Group LLC | 0.00% | No change | 131 | $6K |
| Lanark Financial, Inc. | 0.00% | No change | 122 | $6K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 120 | $6K |
| Synergy Investment Management, LLC | 0.00% | Reduce -63.8% | 119 | $6K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 114 | $5K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 110 | $5K |
| HM Payson & Co. | 0.00% | No change | 110 | $5K |
| Tompkins Financial Corp. | 0.00% | Reduce -95.2% | 108 | $5K |
| Triumph Capital Management | 0.00% | Add +8.1% | 107 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -16.0% | 89 | $4K |
| Kozak & Associates, Inc. | 0.00% | No change | 87 | $4K |
| Waverly Advisors, LLC | 0.00% | Reduce -74.4% | 87 | $4K |
| Archer Investment Corp | 0.00% | Reduce -66.9% | 83 | $4K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -72.3% | 74 | $4K |
| International Assets Investment Management, LLC | 0.00% | No change | 71 | $3K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 71 | $3K |
| Napier Financial, LLC | 0.00% | No change | 66 | $3K |
| Golden State Wealth Management, LLC | 0.00% | No change | 66 | $3K |
| Continuum Advisory, LLC | 0.00% | New | 66 | $3K |
| Trust Co. of Vermont | 0.00% | — | 64 | $3K |
| Signaturefd, LLC | 0.00% | No change | 62 | $3K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -45.5% | 61 | $3K |
| Ameriflex Group, Inc. | 0.00% | New | 58 | $3K |
| Vermillion Wealth Management, Inc. | 0.00% | Reduce -81.1% | 57 | $3K |
| Anchor Bay Capital, Inc. | 0.00% | — | 52 | $3K |
| Prosperity Bancshares Inc | 0.00% | No change | 54 | $3K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 50 | $2K |
| Bessemer Group Inc. | 0.00% | Reduce -77.0% | 50 | $2K |
| Game Plan Financial Advisors, LLC | 0.00% | Reduce -79.7% | 61 | $2K |
| Downshift Financial, LLC | 0.00% | New | 37 | $2K |
| Addison Advisors LLC | 0.00% | No change | 37 | $2K |
| Main Street Group, LTD | 0.00% | No change | 37 | $2K |
| Bfsg, LLC | 0.00% | No change | 36 | $2K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 36 | $2K |
| Community Bank, N.A. | 0.00% | No change | 33 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 31 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 29 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 29 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 27 | $1K |
| Founders Financial Alliance, LLC | 0.00% | No change | 25 | $1K |
| Rossby Financial, LCC | 0.00% | Reduce -93.6% | 25 | $1K |
| 3 Factor Indexing, LLC | 0.00% | No change | 25 | $1K |
| Solstein Capital, LLC | 0.00% | No change | 23 | $1K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 12 | $1K |
| Cordgrass Capital Advisors, LLC | 0.00% | Reduce -96.1% | 20 | $962 |
| Graney & King, LLC | 0.00% | Add +5.9% | 18 | $842 |
| Valued Wealth Advisors LLC | 0.00% | No change | 16 | $770 |
| Networth Advisors, LLC | 0.00% | Reduce -98.2% | 15 | $722 |
| McGuire Capital Advisors Inc. | 0.00% | No change | 14 | $674 |
| Mosley Wealth Management | 0.00% | New | 13 | $626 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 12 | $599 |
| Cordant, Inc. | 0.00% | New | 12 | $578 |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -47.8% | 12 | $577 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 8 | $385 |
| American National Bank & Trust | 0.00% | No change | 5 | $240 |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 2 | $96 |
"% of holder's portfolio" is SCHC's weight in each manager's 13F, not the share of Schwab Intl Small-Cap Equity the manager owns.