Schwab Emrg Mrkts Eqty ETFSCHEETF

13F holders, Q2 2025 (June 30)
769holders +8
53new positions
47sold out
3famous investors
$30.11avg. 13F price*

At the end of Q2 2025, 769 institutions reported holding Schwab Emrg Mrkts Eqty ETF (SCHE) in their 13F filings, up 8 from Q1 2025. 53 opened new positions and 47 sold out. The largest holders were Creative Planning ($588.5M), Financial Engines Advisors L.L.C. ($530.6M) and HighTower Advisors, LLC ($305.7M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Schwab Emrg Mrkts Eqty ETF
CUSIP
808524706
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 724Q1 2024Q2 2024: 721Q2 2024Q3 2024: 727Q3 2024Q4 2024: 758Q4 2024Q1 2025: 761Q1 2025Q2 2025: 769Q2 2025Q3 2025: 784Q3 2025Q4 2025: 835Q4 2025Q1 2026: 870Q1 2026Q2 2026: 899Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions53$18.7M
Exits47$21.1M

All 13F filers, Q1 2025 → Q2 2025: 7,907,528 shares bought and 6,398,687 shares sold, net +1,508,841 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 769 holders

Creative Planning 0.50% Reduce -2.8% 19,526,618 $588.5M
Financial Engines Advisors L.L.C. 1.06% Reduce -3.0% 17,603,682 $530.6M
HighTower Advisors, LLC 0.38% Add +2.9% 10,141,479 $305.7M
SageView Advisory Group, LLC 4.39% Add +5.0% 3,764,296 $116.1M
Northwestern Mutual Wealth Management Co. 0.08% Add +86.8% 3,693,479 $111.3M
US Bancorp \de 0.13% Reduce -5.7% 3,445,757 $103.9M
Wealth Enhancement Advisory Services, LLC 0.11% Reduce -2.6% 2,256,257 $68.7M
Envestnet Asset Management Inc. 0.02% Reduce -0.1% 2,276,317 $68.6M
Morgan Stanley 0.00% Add +6.4% 2,132,115 $64.3M
Mather Group, Llc. 0.68% Add +0.1% 2,114,862 $63.7M
Rebalance, LLC 4.09% Reduce -5.9% 1,996,502 $60.2M
Orgel Wealth Management, LLC 1.42% Add +4.3% 1,950,673 $58.8M
Wealthspire Advisors, LLC 0.32% Add +0.9% 1,908,570 $57.5M
Moneta Group Investment Advisors LLC 0.64% Add +4.5% 1,768,550 $53.3M
FMR LLC 0.00% Add +2.5% 1,633,262 $49.2M
Mercer Global Advisors Inc. 0.11% Reduce -6.4% 1,628,282 $49.1M
Heartwood Wealth Advisors LLC 4.82% Add +0.4% 1,530,631 $46.1M
Sanctuary Advisors, LLC 0.27% Add +47.4% 1,464,286 $44.1M
Krilogy Financial LLC 2.48% Add +2.3% 1,436,488 $43.3M
Mariner, LLC 0.06% Reduce -0.2% 1,407,161 $42.4M
HBK Sorce Advisory LLC 1.10% Add +19.2% 1,352,414 $40.8M
Wells Fargo & Company 0.01% Reduce -1.0% 1,325,780 $40.0M
Cooper/Haims Advisors, LLC 18.82% Add +2.1% 1,267,630 $38.2M
JPMorgan Chase & Co. 0.00% Add +51.1% 1,257,688 $37.9M
Jones Financial Companies LLLP 0.03% Add +2.2% 1,209,821 $36.5M
BlueSky Wealth Advisors, LLC 5.15% Add +3.6% 1,177,126 $35.5M
JMG Financial Group, Ltd. 0.97% Add +14.0% 1,058,272 $31.9M
Rainey & Randall Wealth Advisors Inc. 5.77% Reduce -0.6% 1,045,319 $31.5M
McAdam, LLC 1.68% Reduce -7.1% 1,018,940 $30.7M
Fund Evaluation Group, LLC 1.07% Reduce -1.3% 918,885 $27.7M
Cerity Partners LLC 0.05% Reduce -4.1% 838,237 $25.3M
Cetera Investment Advisers 0.04% Add +3.6% 777,501 $23.4M
SCS Capital Management LLC 0.25% Add +2.1% 749,377 $22.6M
Ballentine Partners, LLC 0.32% Add +0.1% 709,215 $21.4M
Benjamin Edwards Inc. 0.27% Add +4.7% 704,543 $21.2M
UBS Group AG 0.00% Add +1.0% 687,642 $20.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.45% Add +1.4% 662,657 $20.0M
Charles Schwab Trust Co 1.38% Reduce -0.2% 610,498 $18.4M
Summit Wealth & Retirement Planning, Inc. 4.72% Add +4.9% 583,127 $17.6M
Osaic Holdings, Inc. 0.03% Reduce -2.2% 531,665 $16.0M
Alliance Wealth Management Group 4.00% Reduce -2.1% 521,628 $15.7M
Towercrest Capital Management 2.81% Reduce -2.1% 521,628 $15.7M
Pure Portfolios Holdings LLC 5.05% Add +1.2% 494,578 $14.9M
Waverly Advisors, LLC 0.16% Add +0.3% 488,200 $14.7M
Klingenstein Fields & Co. LP 0.56% Reduce -5.2% 465,078 $14.0M
Wooster Corthell Wealth Management, Inc. 2.53% Reduce -1.1% 453,615 $13.7M
Pathstone Holdings, LLC 0.05% Reduce -0.8% 732,846 $13.4M
Focus Partners Wealth 0.03% Add +6.3% 440,159 $13.3M
LPL Financial LLC 0.00% Reduce -11.2% 439,210 $13.2M
Naples Global Advisors, LLC 1.13% Add +4.6% 437,596 $13.2M
Commonwealth Equity Services, LLC 0.02% Add +24.0% 432,000 $13.0M
TruNorth Capital Management, LLC 2.78% Add +20.3% 415,568 $12.5M
Adamsbrown Wealth Consultants LLC 3.58% Reduce -4.6% 409,084 $12.3M
SigFig Wealth Management, LLC 0.38% Reduce -2.6% 379,446 $11.4M
Ameriprise Financial Inc. 0.00% Add +146.9% 372,272 $11.2M
Prime Capital Investment Advisors, LLC 0.14% Reduce -48.9% 348,518 $10.5M
Hantz Financial Services, Inc. 0.17% Add +0.1% 341,231 $10.3M
Cabot Wealth Management Inc. 1.22% Add +33.2% 339,787 $10.2M
HC Advisors, LLC 7.17% Reduce -1.5% 336,801 $10.2M
Steele Capital Management, Inc. 0.49% Reduce -0.6% 336,523 $10.1M
Cresset Asset Management, LLC 0.05% Reduce -3.6% 332,823 $10.0M
AlphaCore Capital LLC 0.38% Add +71480.2% 329,269 $9.9M
IHT Wealth Management, LLC 0.27% Add +1505.0% 324,196 $9.8M
North Star Asset Management Inc. 0.41% Reduce -2.0% 321,806 $9.7M
MorganRosel Wealth Management, LLC 2.62% Add +0.6% 317,991 $9.6M
Red Tortoise LLC 4.44% Reduce -6.8% 302,081 $9.1M
Seneca Financial Advisors LLC 3.48% Reduce -0.6% 299,987 $9.0M
Goldman Sachs Group Inc. 0.00% Add +1463.0% 297,760 $9.0M
Cambridge Investment Research Advisors, Inc. 0.03% Add +0.3% 297,716 $9.0M
Brand Asset Management Group, Inc. 3.27% Reduce -8.7% 290,844 $8.8M
Garde Capital, Inc. 0.47% Reduce -2.2% 289,932 $8.7M
DRW Securities, LLC 0.61% Add +340.0% 288,851 $8.7M
Zacks Investment Management 0.07% Reduce -4.7% 287,840 $8.7M
Main Street Financial Solutions, LLC 0.63% Add +2.5% 285,937 $8.6M
Wedmont Private Capital 0.36% Add +1.6% 281,835 $8.5M
Sierra Ocean, LLC 6.10% Add +2.9% 280,849 $8.5M
Apriem Advisors 0.87% Reduce -7.8% 272,974 $8.2M
Ballast Advisors LLC 2.42% Reduce -0.9% 272,280 $8.2M
Captrust Financial Advisors 0.02% Reduce -6.6% 262,346 $7.9M
Gemmer Asset Management LLC 0.69% Add +10.4% 257,789 $7.8M
Invst, LLC 0.97% Add +2.5% 257,561 $7.8M
Bank of America Corp. 0.00% Add +5.9% 251,611 $7.6M
Visionary Wealth Advisors 0.39% Reduce -20.4% 250,922 $7.6M
Atria Investments, Inc 0.09% Add +11.3% 247,722 $7.5M
Geneos Wealth Management Inc. 0.18% Reduce -0.8% 245,601 $7.4M
Boltwood Capital Management 2.06% Add +0.3% 240,631 $7.3M
Freedom Investment Management, Inc. 0.57% Reduce -0.7% 236,490 $7.1M
Courage Miller Partners, LLC 2.17% Add +2.3% 227,292 $6.9M
Nicholas Hoffman & Company, LLC. 0.18% Add +7.5% 227,256 $6.8M
St. Louis Trust Co 0.91% Add +3.0% 226,568 $6.8M
Sherwood Financial Partners, LLC 6.25% Reduce -3.5% 226,464 $6.8M
Ackerman Capital Advisors, LLC 1.58% Reduce -0.6% 225,814 $6.8M
Boyd Wealth Management, LLC 2.90% Add +3.3% 222,524 $6.7M
Arkansas Financial Group, Inc. 1.01% Reduce -1.1% 215,636 $6.5M
Raymond James Financial Inc. 0.00% Add +5.7% 213,009 $6.4M
Stifel Financial Corp. 0.01% Reduce -2.2% 202,696 $6.1M
Guardian Financial Partners, LLC 2.72% Add +2.4% 201,254 $6.1M
Cornerstone Wealth Advisors, Inc. 1.55% Reduce -2.4% 199,511 $6.0M
Strid Group, LLC 0.83% Reduce -4.0% 196,633 $5.9M
Payne Capital Management, LLC 2.28% Add +14.5% 196,018 $5.9M
Kohmann Bosshard Financial Services, LLC 0.62% Add +2.6% 185,129 $5.6M
Mission Wealth Management, LP 0.12% Add +420.8% 180,113 $5.4M
LifePlan Investment Advisors, Inc. 2.69% Reduce -1.4% 179,966 $5.4M
Power Wealth Management LLC 2.08% Add +2.1% 179,825 $5.4M
Rockbridge Investment Management, LCC 0.58% Reduce -1.8% 178,588 $5.4M
WBH Advisory Inc. 0.46% Reduce -10.6% 177,368 $5.3M
CX Institutional 0.18% No change 174,090 $5.2M
Beacon Pointe Advisors, LLC 0.05% Add +2.0% 172,420 $5.2M
Parallel Advisors, LLC 0.10% Add +0.1% 166,807 $5.0M
Joule Financial, LLC 1.63% Add +1.3% 166,782 $5.0M
JFS Wealth Advisors, LLC 0.32% Reduce -3.0% 166,552 $5.0M
Patriot Investment Management Group, Inc. 0.34% Reduce -1.9% 165,182 $5.0M
Rwa Wealth Partners, LLC 0.06% Add +0.3% 163,299 $4.9M
Berkshire Asset Management LLC 0.22% Add +0.3% 162,991 $4.9M
Brightwater Advisory LLC 3.49% Reduce -0.5% 161,053 $4.9M
Cliftonlarsonallen Wealth Advisors, LLC 0.08% Add +172.2% 160,686 $4.8M
MAI Capital Management 0.03% Add +15.5% 158,309 $4.8M
Upper Left Wealth Management, LLC 3.15% Add +3.2% 156,440 $4.7M
Bangor Savings Bank 0.42% Reduce -2.2% 156,127 $4.7M
Marotta Asset Management 0.94% Reduce -24.9% 155,361 $4.7M
Johnson Financial Group, LLC 0.44% Reduce -18.1% 154,355 $4.7M
Savant Capital, LLC 0.03% Reduce -2.4% 152,783 $4.6M
Wakefield Asset Management LLLP 1.28% Reduce -1.5% 151,485 $4.6M
RKL Wealth Management LLC 0.40% Reduce -41.7% 151,391 $4.6M
Sightline Wealth Advisors, LLC 2.20% Add +4.0% 151,163 $4.6M
Fairway Financial, LLC 3.80% Reduce -3.4% 148,819 $4.5M
Fortis Capital Management LLC 0.68% Add +1.5% 144,662 $4.4M
Valley National Advisers Inc. 0.71% Add +5.0% 144,107 $4.3M
Bishop & Co Investment Management, LLC 1.54% Reduce -4.5% 142,239 $4.3M
MML Investors Services, LLC 0.01% Add +5.1% 141,965 $4.3M
Perigon Wealth Management, LLC 0.10% Add +1.0% 141,572 $4.3M
Royal Bank of Canada 0.00% Reduce -1.3% 141,297 $4.3M
Armor Investment Advisors, LLC 1.55% Add +1.4% 136,084 $4.1M
Bogart Wealth, LLC 0.17% Reduce -0.0% 132,759 $4.0M
White & Co Financial Planning Inc 3.20% Add +0.9% 132,764 $4.0M
FIDELIS iM, LLC 1.76% Add +3.5% 131,559 $4.0M
Bartlett & Co. Wealth Management LLC 0.06% Reduce -9.4% 131,519 $4.0M
Christensen, King & Associates Investment Services, Inc. 1.79% Reduce -2.4% 129,259 $3.9M
Plum Street Advisors, LLC 1.70% Add +24.2% 127,498 $3.8M
Texas Yale Capital Corp. 0.12% Reduce -0.6% 126,424 $3.8M
Ethos Financial Group, LLC 0.32% Add +9.1% 124,163 $3.7M
Pinkerton Wealth, LLC 0.43% Add +9.8% 120,864 $3.6M
Composition Wealth, LLC 0.06% Add +0.4% 120,481 $3.6M
Debussy Capital Management LP 0.54% Add +0.2% 120,135 $3.6M
Retirement Guys Formula LLC 1.37% Reduce -0.0% 119,322 $3.6M
Cascade Financial Partners, LLC 0.43% Add +0.0% 119,109 $3.6M
Cape Investment Advisory, Inc. 1.30% Add +0.3% 118,319 $3.6M
Nations Financial Group Inc, /Ia/ 0.24% Reduce -4.3% 117,451 $3.5M
Corient Private Wealth LP 0.00% Reduce -87.8% 116,562 $3.5M
Citigroup Inc. 0.00% Add +1436.9% 116,480 $3.5M
Creekside Partners 1.66% Add +12.8% 115,876 $3.5M
ZynergyRetirementPlanningLLC 2.33% Add +2.0% 115,021 $3.5M
Myecfo, LLC 1.69% Reduce -0.8% 114,430 $3.4M
Kathmere Capital Management, LLC 0.26% Add +20.0% 113,375 $3.4M
United Capital Financial Advisors, LLC 0.03% Reduce -10.6% 112,811 $3.4M
WealthShield Partners, LLC 0.41% Add +1.6% 111,902 $3.4M
Stonekeep Investments, LLC 2.26% Add +5.0% 111,409 $3.4M
Gleason Group, Inc. 0.36% Add +0.2% 111,154 $3.4M
Brandywine Oak Private Wealth LLC 0.31% Add +3.9% 110,236 $3.3M
Farther Finance Advisors, LLC 0.07% Reduce -2.9% 108,939 $3.3M
Ausdal Financial Partners, Inc. 0.22% Add +0.5% 108,653 $3.3M
Betterment LLC 0.01% Add +17.9% 105,595 $3.2M
Strategic Financial Planning, Inc. 1.97% Reduce -0.4% 105,162 $3.2M
Pioneer Wealth Management Group 1.17% Add +14.8% 104,790 $3.2M
Seek First Inc. 2.54% Add +6.2% 103,968 $3.1M
Destination Wealth Management 0.09% Reduce -8.3% 101,543 $3.1M
Bank of New York Mellon Corp 0.00% Add +2.5% 100,982 $3.0M
Apollon Wealth Management, LLC 0.06% Reduce -4.2% 100,651 $3.0M
Omega Financial Group, LLC 1.09% Reduce -0.4% 100,587 $3.0M
Asset Allocation Strategies LLC 0.67% Add +7.7% 99,855 $3.0M
BCK Partners, Inc. 1.76% Reduce -2.2% 99,457 $3.0M
Bluespring Wealth Management, LLC 0.28% Reduce -4.0% 98,540 $3.0M
Cobblestone Capital Advisors LLC 0.15% Add +2.1% 98,352 $3.0M
Badgley Phelps Wealth Managers, LLC 0.07% Reduce -2.5% 98,063 $3.0M
Lee Financial Co 0.42% Add +1.8% 97,708 $2.9M
Koesten, Hirschmann & Crabtree, INC. 1.52% Reduce -2.8% 97,407 $2.9M
Fort Point Capital Partners LLC 0.29% Add +2.5% 97,131 $2.9M
MBE Wealth Management, LLC 1.26% Add +2.6% 96,470 $2.9M
Sunbelt Securities, Inc. 0.26% Add +0.1% 108,597 $2.9M
Leavell Investment Management, Inc. 0.13% Reduce -1.7% 95,212 $2.9M
EP Wealth Advisors, LLC 0.02% Add +1.3% 95,094 $2.9M
PrairieView Partners, LLC 0.27% Reduce -3.9% 94,173 $2.8M
Cwm, LLC 0.01% Reduce -14.5% 93,689 $2.8M
Bleakley Financial Group, LLC 0.07% New 91,342 $2.8M
Great Valley Advisor Group, Inc. 0.06% Reduce -5.1% 91,130 $2.7M
Ifrah Financial Services, Inc. 0.74% Reduce -0.8% 90,362 $2.7M
FAS Wealth Partners, Inc. 0.20% Add +0.2% 87,508 $2.6M
Curbstone Financial Management Corp 0.54% Reduce -2.2% 86,850 $2.6M
Hengehold Capital Management LLC 0.24% Reduce -2.9% 86,748 $2.6M
Orcam Financial Group 2.25% Add +0.1% 85,838 $2.6M
Mutual Advisors, LLC 0.06% Reduce -3.3% 83,198 $2.6M
Arcataur Capital Management LLC 0.80% Reduce -1.6% 85,432 $2.6M
Empowered Funds, LLC 0.03% New 84,966 $2.6M
Accurate Wealth Management, LLC 0.39% Add +13.0% 83,842 $2.5M
Dakota Wealth Management 0.05% Add +66.3% 83,202 $2.5M
AllSquare Wealth Management LLC 1.40% Reduce -0.8% 82,701 $2.5M
Ritholtz Wealth Management 0.05% Add +510.6% 82,420 $2.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% Add +5.5% 82,336 $2.5M
Howard Financial Services, LTD. 0.33% Reduce -1.6% 82,254 $2.5M
Principal Securities, Inc. 0.05% Add +281.2% 81,707 $2.5M
North Forty Two & Co. 2.61% Add +2.6% 81,578 $2.5M
World Investment Advisors 0.06% Add +35.0% 81,296 $2.5M
Marshall Financial Group Inc. 0.72% Reduce -0.5% 79,680 $2.4M
Private Advisor Group, LLC 0.01% Add +1.3% 79,348 $2.4M
Holistic Financial Partners 1.04% Reduce -57.6% 79,113 $2.4M
Schneider Downs Wealth Management Advisors, LP 0.36% Add +21.0% 79,060 $2.4M
Asset Management Group, Inc. 0.41% Add +0.1% 78,796 $2.4M
Breed's Hill Capital LLC 1.14% No change 78,457 $2.4M
Tortoise Investment Management, LLC 0.22% Add +0.9% 77,981 $2.4M
Breakwater Investment Management 0.90% Reduce -3.1% 77,522 $2.3M
Embree Financial Group 0.35% Reduce -13.9% 77,474 $2.3M
Up Strategic Wealth Investment Advisors LLC 1.78% Add +9.9% 75,786 $2.3M
Etesian Wealth Advisors, Inc. 0.85% Reduce -10.5% 75,247 $2.3M
L2 Asset Management, LLC 0.37% Add +80.3% 75,184 $2.3M
Chesapeake Wealth Management 0.74% Add +3.3% 73,445 $2.2M
TPG Advisors LLC 1.59% Add +5.5% 72,861 $2.2M
Hamilton Capital, LLC 0.12% Add +5.7% 72,015 $2.2M
Roberts Wealth Advisors, LLC 0.62% Reduce -1.5% 71,950 $2.2M
Sequoia Financial Advisors, LLC 0.01% Reduce -64.2% 71,608 $2.2M
Oakwell Private Wealth Management, LLC 0.49% No change 70,151 $2.1M
Valmark Advisers, Inc. 0.03% Add +2.6% 70,122 $2.1M
Integrity Alliance, Llc. 0.12% Add +0.4% 69,873 $2.1M
Cambridge Financial Group, LLC 0.79% Add +37.3% 69,467 $2.1M
Walkner Condon Financial Advisors LLC 0.38% Add +12.0% 67,935 $2.0M
Lodestar Private Asset Management LLC 0.23% Reduce -6.8% 67,673 $2.0M
Avior Wealth Management, LLC 0.07% Reduce -0.6% 67,366 $2.0M
NewEdge Advisors, LLC 0.01% Add +17.4% 67,261 $2.0M
Sollinda Capital Management LLC 0.52% Add +33.5% 66,838 $2.0M
Blankinship & Foster, LLC 0.47% Add +0.1% 66,207 $2.0M
Hancock Whitney Corp. 0.04% Add +0.2% 64,760 $2.0M
Northwest Capital Management Inc 1.03% Reduce -34.6% 63,099 $1.9M
Nalls Sherbakoff Group, LLC 1.38% Add +0.1% 62,829 $1.9M
Ami Investment Management Inc. 0.48% Add +2.5% 62,308 $1.9M
Anchor Investment Management, LLC 0.16% Reduce -11.2% 61,212 $1.8M
Focus Financial Network, Inc. 0.07% Add +0.0% 60,629 $1.8M
James J. Burns & Company, LLC 0.29% Add +3.5% 59,664 $1.8M
CoreCap Advisors, LLC 0.07% Add +20.6% 59,580 $1.8M
HRT Financial LP 0.01% Add +20.2% 59,515 $1.8M
Droms Strauss Advisors Inc. /Mo/ 0.55% Add +5.5% 58,966 $1.8M
West Paces Advisors Inc. 0.38% Reduce -21.7% 58,598 $1.8M
Diversified Enterprises, LLC 0.13% Add +13.6% 57,482 $1.7M
Jackson Creek Investment Advisors LLC 0.46% Reduce -3.9% 57,177 $1.7M
Winthrop Capital Management, LLC 0.43% Add +0.0% 56,960 $1.7M
Axxcess Wealth Management, LLC 0.04% Add +7.8% 56,760 $1.7M
Mill Creek Capital Advisors, LLC 0.04% Add +52.1% 56,455 $1.7M
Valeo Financial Advisors, LLC 0.04% Add +323.9% 56,348 $1.7M
Allworth Financial LP 0.01% Reduce -14.4% 56,295 $1.7M
Thompson Investment Management, Inc. 0.24% Add +0.9% 56,154 $1.7M
Allen Capital Group, LLC 0.17% Add +1.1% 54,819 $1.7M
Passive Capital Management, LLC. 0.51% Reduce -1.0% 54,586 $1.7M
Tenret Co LLC 0.90% Add +188.3% 54,462 $1.6M
Whittier Trust Co. 0.02% Reduce -7.1% 54,029 $1.6M
CAP Partners, LLC 1.00% Add +64.6% 52,472 $1.6M
Bell Investment Advisors, Inc 0.27% Add +10.1% 52,316 $1.6M
Von Berge Wealth Management Group, LLC 0.88% Add +0.3% 50,336 $1.6M
Peapack Gladstone Financial Corp. 0.02% Reduce -2.8% 51,510 $1.6M
Jane Street Group, LLC 0.00% Reduce -19.4% 51,487 $1.6M
Aptus Capital Advisors, LLC 0.02% Add +1.4% 51,228 $1.5M
Bailard, Inc. 0.04% Reduce -7.3% 50,199 $1.5M
Opus Capital Group, LLC 0.18% Reduce -5.5% 49,907 $1.5M
OneDigital Investment Advisors LLC 0.02% Reduce -2.1% 49,420 $1.5M
Rialto Wealth Management, LLC 0.41% Add +0.0% 49,223 $1.5M
Quadrant Capital Group LLC 0.05% Reduce -39.8% 48,916 $1.5M
Clay Northam Wealth Management, LLC 0.93% Reduce -1.5% 48,247 $1.5M
Indie Asset Partners, LLC 2.63% Add +348.4% 47,942 $1.4M
Windward Private Wealth Management Inc. 0.51% Reduce -0.9% 47,030 $1.4M
Natixis Advisors, LLC 0.00% Add +38.4% 47,020 $1.4M
OLIO Financial Planning 0.44% Reduce -14.8% 46,429 $1.4M
Goldstone Financial Group, LLC 0.18% Add +17.9% 45,818 $1.4M
Empower Advisory Group, LLC 0.00% Add +2.7% 45,536 $1.4M
Brighton Jones LLC 0.04% Add +0.3% 45,505 $1.4M
Noble Family Wealth, LLC 0.33% Reduce -2.4% 44,852 $1.4M
Silver Oak Securities, Incorporated 0.11% Reduce -3.0% 44,607 $1.3M
Modera Wealth Management, LLC 0.02% Reduce -1.6% 44,301 $1.3M
Bank of Montreal 0.00% Add +5.3% 44,285 $1.3M
Athena Investment Management 0.74% Reduce -0.7% 44,152 $1.3M
Citadel Advisors 0.00% Add +73.4% 44,104 $1.3M
Ignite Planners, LLC 0.23% Add +5.9% 42,778 $1.3M
Greenline Partners, LLC 0.17% Add +20.0% 42,703 $1.3M
Capital Investment Advisory Services, LLC 0.10% Add +12.1% 42,341 $1.3M
Johnson Bixby & Associates, LLC 0.18% Reduce -7.6% 42,305 $1.3M
Alpha Omega Wealth Management LLC 0.23% Reduce -0.0% 41,766 $1.3M
Almanack Investment Partners, LLC. 0.20% New 41,694 $1.3M
Soltis Investment Advisors LLC 0.10% Reduce -7.2% 41,232 $1.2M
BCS Wealth Management 0.27% Add +10.3% 41,191 $1.2M
Creative Financial Designs Inc. 0.09% Add +6.1% 40,958 $1.2M
Foster Group, Inc. 0.04% Add +5.4% 40,875 $1.2M
Ironwood Wealth Management, LLC. 0.45% Reduce -38.1% 40,835 $1.2M
Waterford Advisors, LLC 0.45% Reduce -100.0% 3 $1.2M
Integrated Wealth Concepts LLC 0.01% Add +6.4% 40,664 $1.2M
JFG Wealth Management, LLC 0.26% Reduce -14.8% 40,489 $1.2M
Emerald Advisors, LLC 0.16% New 40,218 $1.2M
Madden Advisory Services, Inc. 0.51% Reduce -2.2% 40,069 $1.2M
Values Added Financial LLC 0.58% Add +51.4% 39,980 $1.2M
Trust Point Inc. 0.11% New 39,468 $1.2M
Sunburst Financial Group, LLC 0.26% Reduce -0.4% 39,195 $1.2M
Laird Norton Wetherby Wealth Management, LLC 0.05% — 39,145 $1.2M
FSM Wealth Advisors, LLC 0.19% Add +117.8% 38,241 $1.2M
Lowe Brockenbrough & Co. Inc. 0.06% Reduce -1.2% 38,108 $1.1M
Bond & Devick Financial Network, Inc. 0.38% No change 38,000 $1.1M
Kiley Juergens Wealth Management, LLC 0.26% Reduce -1.0% 37,782 $1.1M
SeaCrest Wealth Management, LLC 0.12% Reduce -3.2% 37,541 $1.1M
Sebold Capital Management, Inc. 0.69% Reduce -2.1% 37,169 $1.1M
Global Financial Private Client, LLC 0.41% Add +6.4% 36,571 $1.1M
Truist Financial Corp. 0.00% Reduce -1.7% 36,556 $1.1M
Carolina Wealth Advisors, LLC 0.54% Reduce -3.1% 36,469 $1.1M
Wilkins Miller Wealth Management, LLC 0.74% Reduce -1.9% 36,251 $1.1M
Rovin Capital /Ut/ 0.33% Reduce -10.1% 35,804 $1.1M
Roundview Capital LLC 0.07% Reduce -15.6% 35,526 $1.1M
Armbruster Capital Management, Inc. 0.19% Reduce -1.5% 35,285 $1.1M
Global Retirement Partners, LLC 0.03% — 35,110 $1.1M
Quantinno Capital Management LP 0.00% Add +120.5% 34,567 $1.0M
AQR Capital Management 0.00% Add +145.1% 34,463 $1.0M
L.K. Benson & Company, P.C. 0.64% Add +0.1% 34,440 $1.0M
Y-Intercept (Hong Kong) Ltd 0.03% New 34,276 $1.0M
Disciplined Investors, L.L.C. 0.80% Reduce -1.6% 34,258 $1.0M
Comerica Bank 0.00% Reduce -3.1% 33,644 $1.0M
Cahill Financial Advisors Inc. 0.12% Reduce -0.2% 33,357 $1.0M
Signature Estate & Investment Advisors LLC 0.02% Add +1.8% 32,739 $987K
Keyvantage Wealth, LLC 0.44% Reduce -7.2% 32,520 $980K
Tradition Wealth Management, LLC 0.08% Reduce -33.2% 32,447 $978K
Whitcomb & Hess, Inc. 0.27% Reduce -0.5% 32,126 $968K
C M Bidwell & Associates Ltd. 0.50% Add +7.2% 31,803 $959K
Fort Vancouver Investment Management, LLC 0.65% Reduce -4.1% 31,611 $953K
Element Wealth, LLC 0.44% Reduce -2.4% 31,496 $949K
Orion Porfolio Solutions, LLC 0.01% Add +19.0% 31,469 $948K
HB Wealth Management, LLC 0.01% Reduce -10.4% 31,422 $947K
CVA Family Office, LLC 0.13% Add +0.6% 31,393 $946K
Lyell Wealth Management, LP 0.07% Add +9.6% 31,315 $944K
Concurrent Investment Advisors, LLC 0.02% Add +54.3% 31,268 $942K
Oxford Financial Group, LTD. LLC 0.06% No change 31,160 $939K
Broadview Financial Management, LLC 0.64% Reduce -0.3% 31,060 $936K
Chicago Partners Investment Group LLC 0.03% Reduce -0.7% 29,869 $935K
Altfest L J & Co. Inc. 0.11% Reduce -4.7% 30,626 $923K
Advisory Services Network, LLC 0.01% Add +42.6% 30,315 $923K
Focus Partners Advisor Solutions, LLC 0.01% Add +7.3% 30,144 $909K
Fearless Solutions, LLC dba Best Invest 0.63% Reduce -0.4% 30,055 $906K
FinDec Wealth Services, Inc. 0.94% Reduce -15.7% 29,695 $895K
Diversified Trust Co. 0.02% Add +108.0% 29,635 $893K
American Investment Services, Inc. 0.23% Reduce -0.0% 29,483 $889K
Morling Financial Advisors, LLC 0.29% Reduce -0.5% 29,392 $886K
Clearwater Capital Advisors, LLC 0.08% Reduce -96.0% 28,747 $866K
Blair William & Co. 0.00% Add +25.8% 28,719 $866K
Koshinski Asset Management, Inc. 0.07% Reduce -6.8% 28,639 $863K
Sei Investments Co. 0.00% Reduce -1.2% 28,586 $862K
Watershed Private Wealth LLC 0.31% Reduce -16.9% 28,254 $852K
Elser Financial Planning, Inc 1.06% Reduce -2.5% 28,190 $850K
Firestone Capital Management 0.20% Reduce -2.2% 27,917 $841K
Avantax Advisory Services, Inc. 0.00% Add +7.6% 27,797 $838K
Westmount Partners, LLC 0.23% No change 27,508 $829K
OneAscent Financial Services LLC 0.06% Reduce -51.4% 27,138 $818K
Murphy, Middleton, Hinkle & Parker, Inc. 0.45% No change 28,852 $795K
Savvy Advisors, Inc. 0.05% Add +26.5% 26,340 $794K
CW Advisors, LLC 0.01% Reduce -0.9% 26,335 $794K
HHM Wealth Advisors, LLC 0.09% Reduce -0.1% 26,227 $790K
Per Stirling Capital Management, LLC. 0.10% Add +0.2% 26,064 $786K
Murphy & Mullick Capital Management Corp 0.64% Reduce -3.2% 25,529 $784K
Frontier Asset Management, LLC 0.21% Reduce -10.7% 26,006 $784K
Sigma Planning Corp 0.02% Add +0.5% 25,951 $782K
Arete Wealth Advisors, LLC 0.06% Add +109.9% 25,824 $778K
Everhart Financial Group, Inc. 0.09% Reduce -3.3% 25,635 $773K
IFP Advisors, Inc 0.02% Add +12.5% 25,568 $771K
Alaska Wealth Advisors, LLC 0.11% Add +2.5% 25,512 $769K
Strategic Blueprint, LLC 0.04% Reduce -11.3% 25,413 $766K
James Investment Research, Inc. 0.09% Add +4.3% 25,412 $766K
Kearns & Associates LLC 0.44% No change 25,239 $761K
Baird Financial Group, Inc. 0.00% Add +5.7% 24,826 $748K
Balboa Wealth Partners 0.15% Add +20.0% 24,729 $745K
Fonville Wealth Management LLC 0.19% Add +0.0% 24,367 $734K
Ameritas Investment Partners, Inc. 0.02% Reduce -0.2% 24,165 $728K
Bourgeon Capital Management LLC 0.15% Reduce -0.1% 23,896 $720K
Sand Hill Global Advisors, LLC 0.03% No change 23,792 $717K
Sage Financial Group Inc. 0.05% Add +38.2% 23,237 $700K
Merit Financial Group, LLC 0.01% Reduce -0.3% 23,149 $698K
Fragasso Financial Advisors Inc 0.05% Reduce -30.3% 23,118 $697K
MCF Advisors LLC 0.05% Add +0.1% 23,052 $695K
First Manhattan Co. Llc. 0.00% Add +1.4% 23,044 $695K
Brown Advisory Inc. 0.00% Add +1.6% 23,038 $694K
Fortis Capital Advisors, LLC 0.12% Reduce -20.6% 22,937 $691K
Belpointe Asset Management LLC 0.03% Reduce -20.6% 22,937 $691K
Rockefeller Capital Management L.P. 0.00% Add +97.3% 22,894 $690K
Valued Wealth Advisors LLC 0.36% Add +40.7% 22,687 $684K
Parsonex Advisory Services, Inc. 0.57% — 22,634 $682K
Aspen Investment Management Inc 0.28% Add +0.0% 22,457 $677K
Tempus Wealth Planning, LLC 0.17% Add +6.7% 22,381 $675K
Wealthspire Retirement, LLC 0.04% Reduce -36.5% 22,278 $671K
Asset Dedication, LLC 0.05% Reduce -0.4% 22,180 $669K
Rothschild Wealth LLC 0.16% Add +6.0% 21,958 $662K
Glenmede Investment Management, LP 0.00% — 21,909 $660K
Navigation Wealth Management, Inc. 0.97% New 21,904 $660K
Northern Trust Corp. 0.00% Add +1.5% 21,524 $649K
BIP Alliance, LLC 0.25% Reduce -2.8% 21,202 $639K
Brookstone Capital Management 0.01% Add +2.8% 21,158 $638K
FC Advisory LLC 0.19% Add +7.3% 20,756 $626K
Foster & Motley Inc. 0.04% Reduce -20.8% 20,608 $621K
Commerce Bank 0.00% Add +1.0% 20,548 $619K
Csenge Advisory Group 0.03% Add +4.0% 21,512 $616K
Capital Planning LLC 0.19% Add +9.6% 20,338 $613K
Nikulski Financial, Inc. 0.17% Add +61.1% 20,332 $613K
Clearview Wealth Advisors LLC 0.43% Reduce -1.2% 20,325 $613K
Elwood & Goetz Wealth Advisory Group, LLC 0.13% Add +19.1% 20,315 $612K
Coldstream Capital Management Inc. 0.01% Reduce -4.7% 20,254 $610K
Jentner Corp 0.16% Reduce -3.4% 20,182 $608K
Falcon Wealth Planning 0.06% Reduce -0.6% 20,149 $607K
Fiducient Advisors LLC 0.07% New 20,138 $607K
Capital Advisors Inc. 0.01% New 20,068 $605K
Calton & Associates, Inc. 0.10% Reduce -0.3% 19,939 $601K
Abacus Planning Group, Inc. 0.09% Reduce -3.6% 19,846 $598K
Reston Wealth Management LLC 0.21% Reduce -1.6% 19,816 $597K
Avant Financial Advisors LLC 0.49% No change 19,634 $592K
Smartleaf Asset Management LLC 0.05% Reduce -10.8% 19,515 $588K
Rosenberg Matthew Hamilton 0.14% Reduce -0.9% 19,264 $581K
Evensky & Katz LLC 0.04% Reduce -3.5% 19,035 $574K
Capital Analysts, LLC 0.02% Add +44.9% 18,707 $564K
Aegis Wealth Management LLC 0.34% No change 20,394 $562K
FF Advisors,LLC 0.29% No change 18,526 $558K
WealthPlan Investment Management, LLC 0.04% Reduce -2.0% 18,436 $556K
PNC Financial Services Group, Inc. 0.00% Reduce -2.4% 18,399 $555K
Bcwm, LLC 0.18% Reduce -3.7% 18,297 $551K
One Capital Management, LLC 0.02% Reduce -0.2% 18,174 $548K
Vise Technologies, Inc. 0.02% — 18,092 $545K
Choreo, LLC 0.01% Add +16.4% 17,828 $537K
BWM Planning, LLC 0.19% No change 17,828 $537K
Sachetta, LLC 0.21% No change 17,762 $535K
Modern Wealth Management, LLC 0.01% Add +7.5% 17,699 $533K
Signaturefd, LLC 0.01% Reduce -0.1% 17,297 $521K
Act Wealth Management, LLC 0.22% Reduce -3.6% 17,292 $521K
Laraway Financial Advisors Inc 0.39% No change 17,196 $518K
Victrix Investment Advisors 0.23% Reduce -3.6% 17,074 $515K
Larson Financial Group LLC 0.02% Add +169.1% 16,999 $512K
Clarity Capital Advisors, LLC 0.29% Add +0.1% 16,705 $503K
Janney Montgomery Scott LLC 0.00% Reduce -67.3% 16,681 $503K
Abound Wealth Management 0.14% Reduce -9.0% 16,681 $503K
Sachem Hill LLC 0.10% Reduce -4.4% 16,665 $502K
Blue Bell Private Wealth Management, LLC 0.08% Reduce -0.9% 16,665 $502K
Meeder Advisory Services, Inc. 0.03% Reduce -36.8% 16,556 $499K
Acropolis Investment Management, LLC 0.03% Reduce -1.6% 16,512 $498K
Coastwise Capital Group, LLC 0.39% Reduce -1.3% 16,227 $489K
Sterling Financial Planning, Inc. 0.16% Reduce -10.1% 16,208 $488K
Aspiring Ventures, LLC 0.23% No change 16,202 $488K
Cherry Tree Wealth Management, LLC 0.11% Reduce -0.2% 16,146 $487K
Wilson & Boucher Capital Management, LLC 0.34% No change 16,095 $485K
O'shaughnessy Asset Management, LLC 0.00% Add +2.8% 16,037 $483K
Modus Advisors, LLC 0.14% Reduce -2.2% 15,971 $481K
Motive Wealth Advisors 0.22% No change 15,945 $481K
SYM FINANCIAL Corp 0.05% Reduce -4.4% 15,869 $478K
Summit Financial, LLC 0.01% New 15,827 $477K
Worth Asset Management, LLC 0.23% Add +22.6% 15,794 $476K
Valley Forge Investment Consultants Inc. Adv 0.15% Add +0.1% 15,752 $475K
Continental Investors Services, Inc. 0.85% Add +9.4% 14,709 $472K
Procyon Advisors, LLC 0.04% Reduce -20.6% 15,617 $471K
Blue Barn Wealth, LLC 0.22% Reduce -10.3% 15,603 $470K
Atlas Capital Advisors Inc. 0.06% Add +0.1% 15,601 $470K
McKinley Carter Wealth Services, Inc. 0.03% Add +44.1% 15,489 $467K
Evermay Wealth Management LLC 0.06% Reduce -1.0% 15,370 $463K
Curtis Advisory Group, LLC 0.12% Reduce -79.8% 15,237 $459K
HORAN Wealth, LLC 0.14% — 15,137 $456K
Wealthfront Advisers LLC 0.00% Reduce -10.8% 15,056 $454K
Meridian Wealth Management, LLC 0.02% Reduce -3.1% 15,013 $452K
Gradient Capital Advisors, LLC 0.13% Reduce -0.8% 14,873 $448K
Salem Investment Counselors Inc. 0.01% Reduce -1.9% 14,844 $447K
M1 Capital Management LLC 0.22% Add +62.3% 14,806 $446K
Sheets Smith Wealth Management 0.05% Reduce -2.7% 14,726 $444K
Rehmann Capital Advisory Group 0.03% No change 14,683 $443K
Fifth Third Bancorp 0.00% Add +47.0% 14,651 $442K
Econ Financial Services Corp 0.23% Reduce -3.3% 14,644 $441K
Smart Portfolios, LLC 0.44% Add +7.4% 14,580 $439K
Diversified Portfolios, Inc. 0.04% Reduce -17.7% 14,559 $439K
Keeler & Nadler Financial Planning & Wealth Management 0.18% Reduce -1.1% 14,556 $439K
Cornerstone Wealth Group, LLC 0.03% Add +0.3% 14,550 $439K
Brown Brothers Harriman & Co. 0.00% New 14,515 $437K
SimpliFi, Inc. 0.19% Add +5.8% 14,433 $435K
Nicolet Bankshares Inc. 0.07% Add +39.4% 14,342 $432K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -27.0% 14,292 $431K
Retirement Planning Group, LLC 0.02% Add +4.5% 14,231 $429K
Evanson Asset Management, LLC 0.03% Add +0.1% 14,066 $424K
Oldfather Financial Services, LLC 0.14% Reduce -0.8% 13,954 $421K
Summit Financial Strategies, Inc. 0.04% Reduce -2.2% 13,860 $418K
Strategic Financial Concepts, LLC 0.06% Reduce -1.8% 13,739 $414K
Pure Financial Advisors, LLC 0.01% Reduce -14.8% 13,378 $403K
SWS Partners 0.11% Add +0.0% 13,364 $403K
Yoffe Investment Management, LLC 0.55% Add +0.0% 13,228 $399K
Geometric Wealth Advisors 0.06% Reduce -12.3% 13,148 $396K
Marshall Wace, LLP 0.00% New 13,050 $393K
AdvisorNet Financial, Inc 0.03% Add +2.7% 13,001 $392K
Apeiron RIA LLC 0.10% Add +0.9% 12,982 $391K
Parkside Advisors LLC 0.09% Add +27.7% 12,949 $390K
Ancora Advisors LLC 0.01% Reduce -1.8% 12,933 $390K
Old Mission Capital LLC 0.01% Reduce -96.5% 12,879 $388K
CIBC Private Wealth Group LLC 0.00% Reduce -12.2% 12,788 $385K
Grey Ledge Advisors, LLC 0.09% Reduce -2.3% 12,655 $381K
Park Avenue Securities LLC 0.00% Reduce -17.9% 12,526 $378K
Bensler, LLC 0.04% Reduce -34.4% 12,428 $375K
Integrated Advisors Network LLC 0.02% Reduce -2.0% 12,424 $374K
Exencial Wealth Advisors, LLC 0.01% Reduce -1.3% 12,297 $371K
Bfsg, LLC 0.04% Reduce -1.9% 12,258 $369K
Sax Wealth Advisors, LLC 0.02% No change 12,234 $369K
Cassaday & Co Wealth Management LLC 0.01% Reduce -22.2% 12,164 $367K
Comprehensive Money Management Services LLC 0.28% Reduce -3.7% 12,133 $366K
Arlington Trust Co LLC 0.07% No change 12,061 $364K
Pine Valley Investments Ltd Liability Co 0.02% Add +2.5% 11,991 $361K
Appleton Partners Inc. 0.03% Add +16.8% 11,966 $361K
Tru Independence Asset Management 2, LLC 0.25% Reduce -14.4% 11,910 $359K
Warwick Investment Management, Inc. 0.07% Reduce -1.0% 11,848 $357K
Paragon Private Wealth Management, LLC 0.14% Add +27.6% 11,806 $356K
Planned Solutions, Inc. 0.14% Reduce -5.2% 11,760 $354K
Hardin Capital Partners, LLC 0.21% Add +0.3% 11,660 $353K
Creegan & Nassoura Financial Group, LLC 0.23% Reduce -0.6% 11,640 $351K
WorthPointe, LLC 0.15% New 11,528 $347K
Roble, Belko & Company, Inc 0.05% Add +0.0% 11,524 $347K
Brass Tax Wealth Management, Inc. 0.07% Reduce -2.3% 11,490 $346K
BSW Wealth Partners 0.05% Reduce -11.1% 11,397 $344K
Snider Financial Group 0.10% Add +2.6% 11,036 $333K
Gilbert & Cook, Inc. 0.04% Reduce -3.0% 11,030 $332K
Vishria Bird Financial Group, LLC 0.11% No change 11,007 $332K
Old National Bancorp 0.01% Reduce -34.7% 10,985 $331K
Private Trust Co. NA 0.03% Reduce -7.3% 10,972 $331K
Balefire, LLC 0.07% Add +33.7% 10,924 $329K
Capital Advisors, Ltd. LLC 0.04% Reduce -12.2% 10,913 $329K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Reduce -0.9% 10,852 $327K
Kestra Advisory Services, LLC 0.00% Add +30.8% 10,790 $325K
Avantax Planning Partners, Inc. 0.01% Add +1.5% 10,639 $321K
Red Door Wealth Management, LLC 0.04% Add +0.0% 10,617 $320K
Pflug Koory, LLC 0.16% Reduce -1.9% 10,595 $319K
Empirical Asset Management, LLC 0.10% Reduce -1.7% 10,551 $318K
Golden State Wealth Management, LLC 0.04% Reduce -48.5% 10,447 $315K
Sigma Investment Counselors Inc. 0.02% Add +33.7% 10,430 $314K
Kingsview Wealth Management, LLC 0.01% Reduce -3.5% 10,424 $314K
Front Row Advisors LLC 0.11% Add +5.5% 10,331 $311K
Plancorp, LLC 0.01% No change 10,250 $309K
Prairieview Wealth Partners, LLC 0.32% New 10,236 $309K
Twele Capital Management, Inc. 0.06% Add +2.8% 10,140 $306K
MJT & Associates Financial Advisory Group, Inc. 0.38% No change 10,073 $304K
Compound Planning, Inc. 0.01% Reduce -5.8% 10,073 $304K
Advisor OS, LLC 0.03% New 10,011 $302K
Stratos Wealth Advisors, LLC 0.02% Reduce -40.5% 10,010 $302K
VSM Wealth Advisory, LLC 0.10% Add +0.0% 9,972 $301K
Argent Trust Co 0.01% No change 9,864 $297K
Schaeffer Financial LLC 0.29% Add +0.1% 9,832 $296K
Dynamic Advisor Solutions LLC 0.01% Reduce -9.8% 9,818 $296K
Peterson Wealth Advisors, LLC 0.05% Add +3.7% 9,795 $295K
Riversedge Advisors, LLC 0.06% Reduce -13.1% 9,775 $295K
J.W. Cole Advisors, Inc. 0.01% Add +26.7% 9,720 $293K
Washington Trust Advisors, Inc. 0.02% Reduce -6.6% 9,655 $291K
Global Strategic Investment Solutions, LLC 0.03% Reduce -55.0% 9,644 $291K
Tudor Investment Corporation 0.00% New 9,610 $290K
Gill Capital Partners, LLC 0.09% No change 9,473 $286K
Great Waters Wealth Management 0.04% Add +3.6% 9,425 $284K
Medallion Wealth Advisors, LLC 0.11% Reduce -6.2% 9,366 $283K
Sterling Investment Management, LLC 0.19% Reduce -1.7% 9,395 $283K
Richardson Capital Management LLC 0.15% Reduce -2.0% 9,377 $283K
Marietta Investment Partners LLC 0.06% Reduce -3.2% 9,329 $281K
Stone Summit Wealth LLC 0.09% Reduce -3.6% 9,296 $280K
Freestone Capital Holdings, LLC 0.01% Add +1.0% 9,295 $280K
Arbor Trust Wealth Advisors, LLC 0.14% Reduce -32.7% 9,259 $279K
Evergreen Capital Management LLC 0.01% Add +0.0% 9,249 $279K
Voisard Asset Management Group, Inc. 0.07% Reduce -28.9% 9,206 $277K
PDS Planning, Inc 0.02% Add +0.8% 9,153 $276K
Ieq Capital, LLC 0.00% Reduce -52.1% 9,147 $276K
FFT Wealth Management LLC 0.05% Reduce -22.2% 8,848 $275K
Warner Financial, Inc. 0.11% Add +2.9% 9,119 $275K
Elite Life Management LLC 0.69% New 8,927 $269K
ETF Store, Inc. 0.31% No change 8,880 $268K
Walter & Keenan Wealth Management LLC /in/ 0.08% Add +0.0% 8,849 $267K
International Assets Investment Management, LLC 0.02% New 8,835 $266K
Joseph P. Lucia & Associates, LLC 0.11% Reduce -5.3% 8,734 $263K
Harbour Investments, Inc. 0.01% Reduce -3.7% 8,712 $263K
Guardian Wealth Advisors, LLC 0.15% Add +0.1% 8,634 $260K
Equitable Holdings, Inc. 0.00% Add +10.6% 8,575 $258K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -8.7% 8,548 $258K
State Street Corp. 0.00% Reduce -8.7% 8,548 $258K
Cordant, Inc. 0.12% Add +2.5% 8,508 $256K
Zhang Financial LLC 0.01% Reduce -9.6% 8,482 $256K
Thrive Wealth Management, LLC 0.04% Add +8.8% 8,473 $255K
Morris Financial Concepts, Inc. 0.10% Reduce -0.9% 8,430 $254K
Clearstead Advisors, LLC 0.00% Add +0.0% 8,398 $253K
Glaxis Capital Management, LLC 0.34% Add +0.1% 8,351 $252K
Private Capital Management, LLC 0.03% Add +0.1% 8,332 $251K
Acas, LLC 0.17% No change 7,919 $251K
Pine Haven Investment Counsel, Inc 0.20% Reduce -3.5% 8,322 $251K
Stevens Capital Partners 0.09% New 8,100 $250K
Pinnacle Financial Partners Inc 0.01% No change 8,266 $249K
Parkshore Wealth Management, Inc. 0.12% Reduce -9.8% 8,248 $249K
DBK Financial Counsel, LLC 0.22% No change 8,240 $248K
Ironwood Investment Management LLC 0.12% Reduce -1.8% 8,200 $247K
Simon Quick Advisors, LLC 0.01% Reduce -26.2% 8,174 $246K
Stratos Wealth Partners, LTD. 0.00% Reduce -0.1% 8,136 $245K
David Wealth Management LLC 0.18% New 7,992 $241K
Sage Rhino Capital LLC 0.05% Add +0.1% 7,925 $239K
Vermillion Wealth Management, Inc. 0.11% Reduce -0.8% 7,779 $234K
Advisory Alpha, LLC 0.01% Add +0.2% 7,656 $231K
Certior Financial Group, LLC 0.18% Reduce -9.7% 7,592 $229K
XTX Topco Ltd 0.01% New 7,537 $227K
Family Legacy Financial Solutions, LLC 0.19% — 7,509 $226K
Alteri Wealth LLC 0.09% New 7,497 $226K
Franklin Resources Inc. 0.00% No change 7,455 $225K
Blue Sky Capital Consultants Group, Inc. 0.11% Reduce -4.1% 7,414 $223K
HUB Investment Partners, LLC 0.01% New 7,318 $221K
Rollins Financial Advisors, LLC 0.04% New 7,306 $220K
Flower City Capital 0.13% No change 7,271 $219K
Avidian Wealth Enterprises, LLC 0.01% Reduce -5.7% 7,261 $219K
United Advisor Group, LLC 0.04% New 7,254 $219K
RHS Financial, LLC 0.12% Reduce -20.9% 7,236 $218K
Tiaa Trust, National Association 0.00% New 7,227 $218K
Facet Wealth, Inc. 0.00% Reduce -0.5% 7,155 $218K
REDW Wealth LLC 0.09% New 7,218 $218K
Factor Wealth Management LTD 0.06% New 7,191 $217K
Ironwood Financial, llc 0.05% No change 7,699 $212K
Liberty Capital Management, Inc. 0.04% New 7,037 $212K
Ameritas Advisory Services, LLC 0.01% Reduce -49.2% 7,010 $211K
CRA Financial Services, LLC 0.03% New 7,007 $211K
Johnson Investment Counsel Inc. 0.00% Reduce -28.5% 6,894 $208K
Carter Financial Group, INC. 0.14% — 6,877 $207K
Pacific Point Advisors, LLC 0.11% Reduce -10.0% 6,864 $207K
NorthRock Partners, LLC 0.01% Reduce -5.6% 6,795 $205K
Prudent Investors Network, Inc. 0.05% New 6,754 $204K
BlackRock, Inc. 0.00% Reduce -0.0% 6,752 $204K
Private Wealth Management Group, LLC 0.07% No change 6,665 $201K
Wedbush Securities Inc. 0.01% New 6,641 $200K
AE Wealth Management LLC 0.00% Reduce -8.6% 6,395 $193K
Proffitt & Goodson Inc. 0.03% No change 6,079 $183K
SouthState Bank Corp 0.01% Reduce -19.3% 5,447 $164K
WFA of San Diego, LLC 0.12% — 5,391 $162K
Qube Research & Technologies Ltd 0.00% New 5,163 $156K
Howe & Rusling Inc. 0.01% Add +48.0% 5,133 $155K
Birchbrook, Inc. 0.08% No change 4,966 $150K
Evolution Advisers, Inc. 0.07% No change 4,957 $149K
Versant Capital Management, Inc 0.02% Add +0.1% 4,937 $149K
Newton One Investments LLC 0.05% Add +0.1% 4,865 $147K
Robinswood Financial LLC 0.05% Add +0.0% 4,845 $146K
Chapman Financial Group, LLC 0.12% — 4,702 $142K
Bessemer Group Inc. 0.00% No change 4,607 $139K
Financial Management Professionals, Inc. 0.02% Add +573.9% 4,535 $137K
Parkside Financial Bank & Trust 0.01% Reduce -2.5% 4,430 $134K
Pinnacle Bancorp, Inc. 0.04% No change 4,403 $133K
Pittenger & Anderson Inc. 0.00% No change 4,350 $131K
Guardian Wealth Advisors, LLC / NC 0.01% Reduce -4.4% 4,143 $125K
Whittier Trust Co. of Nevada Inc. 0.00% No change 4,140 $125K
Jackson Hole Capital Partners, LLC 0.02% No change 4,000 $121K
Crewe Advisors LLC 0.02% Add +7.7% 3,977 $120K
Clear Investment Research, LLC 0.15% Reduce -0.3% 3,878 $117K
Bellwether Advisors, LLC 0.02% No change 3,676 $111K
Colonial Trust Co / SC 0.02% Reduce -18.6% 3,500 $105K
UMB Bank, n.a. 0.00% Add +336.9% 3,495 $105K
Rossby Financial, LCC 0.04% Reduce -0.9% 3,349 $101K
SIMA Wealth Partners, LLC 0.08% Add +0.0% 3,325 $100K
Exchange Traded Concepts, LLC 0.00% New 3,263 $98K
Cardiff Park Advisors, LLC 0.01% No change 3,167 $95K
Islay Capital Management, LLC 0.06% No change 3,157 $95K
GeoWealth Management, LLC 0.00% New 3,146 $95K
Compass Planning Associates Inc 0.09% Add +0.1% 3,071 $93K
RMG Wealth Management LLC 0.01% — 2,644 $89K
Assetmark, Inc. 0.00% Add +105.4% 2,925 $88K
MeadowBrook Investment Advisors LLC 0.08% No change 2,905 $88K
WealthCollab, LLC 0.05% Reduce -0.8% 2,807 $85K
Smithfield Trust Co 0.00% No change 2,665 $81K
Bristlecone Advisors, LLC 0.01% Add +0.1% 2,498 $75K
LOM Asset Management Ltd 0.02% — 2,410 $73K
Signature Resources Capital Management, LLC 0.04% Reduce -41.6% 2,232 $67K
Glassman Wealth Services 0.01% Reduce -23.1% 2,148 $65K
Prudent Man Investment Management, Inc. 0.04% No change 2,371 $63K
Hollencrest Capital Management 0.00% No change 2,061 $62K
Game Plan Financial Advisors, LLC 0.03% Add +24.2% 2,055 $62K
Hurley Capital, LLC 0.04% Add +0.1% 2,049 $62K
JDM Financial Group LLC 0.03% No change 2,029 $61K
Friedenthal Financial 0.03% Add +0.4% 2,012 $61K
Glass Jacobson Investment Advisors llc 0.02% Reduce -70.6% 2,002 $60K
Ascentis Wealth Management, LLC 0.02% New 1,974 $60K
HM Payson & Co. 0.00% No change 1,978 $60K
Russell Investments Group, Ltd. 0.00% Add +183.1% 1,778 $54K
Godsey & Gibb, Inc. 0.00% New 1,659 $50K
Steward Partners Investment Advisory, LLC 0.00% Reduce -23.8% 1,614 $49K
Phillips Financial Management, LLC 0.00% No change 1,558 $47K
GS Investments, Inc. 0.02% No change 1,490 $45K
Headlands Technologies LLC 0.01% New 1,436 $43K
Tompkins Financial Corp. 0.00% No change 1,358 $41K
Keener Financial Planning LLC 0.02% Add +5945.4% 1,330 $40K
GPS Wealth Strategies Group, LLC 0.00% Reduce -4.3% 1,307 $39K
TFC Financial Management, Inc. 0.01% No change 1,307 $39K
Joseph Group Capital Management 0.01% No change 1,249 $38K
Sound Income Strategies, LLC 0.00% Add +10.7% 1,210 $36K
Your Advocates Ltd., LLP 0.01% No change 1,189 $36K
Physician Wealth Advisors, Inc. 0.01% No change 1,138 $34K
Hoey Investments, Inc. 0.01% New 1,100 $33K
GHP Investment Advisors, Inc. 0.00% Reduce -54.2% 1,091 $33K
Brooklyn Investment Group 0.00% New 1,039 $31K
Pin Oak Investment Advisors Inc. 0.02% New 1,070 $29K
Whipplewood Advisors, LLC 0.02% Add +1395.2% 927 $28K
American Capital Advisory, LLC 0.01% Reduce -64.8% 860 $26K
Strategic Investment Solutions, Inc. 0.01% No change 802 $24K
Blue Trust, Inc. 0.00% No change 777 $23K
Operose Advisors LLC 0.01% Add +0.1% 772 $23K
Avion Wealth 0.01% Reduce -35.6% 761 $22K
Iron Horse Wealth Management, LLC 0.01% No change 727 $22K
New Republic Capital, LLC 0.01% No change 721 $22K
Arax Advisory Partners 0.00% Add +1802.7% 704 $21K
Tradewinds Capital Management, LLC 0.00% Reduce -0.6% 628 $19K
North Capital, Inc. 0.02% No change 618 $19K
Main Street Group, LTD 0.01% Add +0.2% 613 $18K
Blume Capital Management, Inc. 0.00% No change 611 $18K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 592 $18K
Bellevue Asset Management, LLC 0.01% Add +1230.2% 572 $17K
Beacon Capital Management, LLC 0.00% Reduce -20.4% 571 $17K
Cheviot Value Management, LLC 0.00% Add +3.5% 539 $17K
EverSource Wealth Advisors, LLC 0.00% Add +1318.4% 539 $16K
DHJJ Financial Advisors, Ltd. 0.01% No change 521 $16K
Gables Capital Management Inc. 0.01% No change 500 $15K
Mogy Joel R Investment Counsel Inc. 0.00% New 488 $15K
Fairway Wealth LLC 0.00% Reduce -2.0% 483 $15K
Dunhill Financial, LLC 0.00% Reduce -62.3% 463 $14K
Key Financial Inc 0.00% No change 452 $14K
Gladwyn Financial Advisors, Inc. 0.01% — 452 $14K
Promus Capital, LLC 0.01% Reduce -33.3% 444 $13K
Legacy Bridge, LLC 0.01% No change 440 $13K
Milestone Investment Advisors LLC 0.00% No change 423 $13K
Morton Brown Family Wealth, LLC 0.00% No change 401 $12K
Providence Capital Advisors, LLC 0.00% New 396 $12K
Orion Capital Management LLC 0.00% No change 394 $12K
Investors Research Corp 0.00% No change 385 $12K
Moser Wealth Advisors, LLC 0.01% Add +57.1% 377 $11K
Spire Wealth Management 0.00% No change 364 $11K
Hamilton Point Investment Advisors, LLC 0.00% No change 345 $10K
NBT Bank, N.A. 0.00% No change 342 $10K
Tower Research Capital LLC (TRC) 0.00% Reduce -89.7% 324 $10K
Westside Investment Management, Inc. 0.00% No change 323 $10K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 320 $10K
Rothschild Investment LLC 0.00% No change 319 $10K
Wilmington Savings Fund Society, FSB 0.00% No change 308 $9K
Hazlett, Burt & Watson, Inc. 0.00% Reduce -45.2% 317 $9K
Financial Freedom, LLC 0.00% No change 271 $8K
Horrell Capital Management, Inc. 0.00% No change 251 $8K
Strategic Wealth Partners, Ltd. 0.00% — 233 $7K
Tower View Wealth Management LLC 0.00% No change 232 $7K
Retirement Wealth Solutions LLC 0.00% Add +13.0% 200 $6K
Sellwood Investment Partners LLC 0.00% Add +0.5% 197 $6K
First Horizon Advisors, Inc. 0.00% Reduce -54.9% 153 $5K
Archer Investment Corp 0.00% No change 141 $4K
Total Investment Management Inc. 0.00% New 139 $4K
Atlantic Union Bankshares Corp 0.00% New 126 $4K
Ridgewood Investments LLC 0.00% No change 122 $4K
Atmos Advisory, LLC 0.00% No change 115 $3K
Pillar Financial Advisors, LLC 0.00% No change 111 $3K
Delta Asset Management LLC 0.00% No change 111 $3K
Group One Trading LLC 0.00% New 100 $3K
Greykasell Wealth Strategies, Inc. 0.00% No change 92 $3K
Highline Wealth Partners LLC 0.00% New 87 $3K
Financial Gravity Companies, Inc. 0.00% — 76 $2K
Salomon & Ludwin, LLC 0.00% No change 74 $2K
Glen Eagle Advisors, LLC 0.00% No change 73 $2K
Founders Financial Alliance, LLC 0.00% No change 70 $2K
Coston, McIsaac & Partners 0.00% No change 67 $2K
Traub Capital Management LLC 0.00% — 50 $2K
Brown, Lisle/Cummings, Inc. 0.00% No change 47 $1K
Trust Co. of Vermont 0.00% No change 33 $995
Solstein Capital, LLC 0.00% New 29 $874
Frazier Financial Advisors, LLC 0.00% New 28 $844
Graney & King, LLC 0.00% No change 27 $820
CENTRAL TRUST Co 0.00% New 26 $784
Wolff Wiese Magana LLC 0.00% New 24 $724
Maryland Capital Advisors Inc. 0.00% No change 22 $664
Harbor Investment Advisory, LLC 0.00% No change 15 $452
NWK Group, Inc. 0.00% Reduce -6.7% 14 $422
TCTC Holdings, LLC 0.00% No change 10 $301
NewSquare Capital LLC 0.00% No change 10 $301
Wagner Wealth Management, LLC 0.00% Reduce -98.6% 5 $155
Independence Bank of Kentucky 0.00% No change 2 $60
Cordgrass Capital Advisors, LLC 0.00% New 2 $60
FSA Wealth Management LLC 0.00% No change 1 $30
Wood Tarver Financial Group, LLC 0.00% No change 29 $0

"% of holder's portfolio" is SCHE's weight in each manager's 13F, not the share of Schwab Emrg Mrkts Eqty ETF the manager owns.