Schwab US REIT ETFSCHHETF
13F holders, Q4 2024 (December 31)516holders +10
42new positions
49sold out
3famous investors
$21.07avg. 13F price*
At the end of Q4 2024, 516 institutions reported holding Schwab US REIT ETF (SCHH) in their 13F filings, up 10 from Q3 2024. 42 opened new positions and 49 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.1B), US Bancorp \de ($599.1M) and FMR LLC ($536.2M). 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 Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Schwab US REIT ETF
- CUSIP
- 808524847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $45.4M |
| Exits | 49 | $27.8M |
All 13F filers, Q3 2024 → Q4 2024: 8,890,110 shares bought and 7,765,019 shares sold, net +1,125,091 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 516 holders
| Financial Engines Advisors L.L.C. | 2.39% | Add +1.7% | 53,827,142 | $1.1B |
| US Bancorp \de | 0.78% | Add +3.1% | 28,445,009 | $599.1M |
| FMR LLC | 0.03% | Add +3.3% | 25,459,549 | $536.2M |
| Creative Planning | 0.50% | Reduce -5.5% | 24,294,749 | $511.6M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Add +1.4% | 7,649,861 | $161.1M |
| Envestnet Portfolio Solutions, Inc. | 0.50% | Add +3.6% | 7,234,435 | $152.4M |
| Cerity Partners LLC | 0.14% | Reduce -9.2% | 2,991,044 | $63.0M |
| BNP Paribas Financial Markets | 0.03% | Add +76.2% | 1,889,167 | $39.8M |
| Rational Advisors, Inc. | 3.52% | Reduce -15.9% | 1,650,624 | $34.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -4.4% | 1,512,887 | $31.9M |
| Mason Street Advisors, LLC | 4.05% | Reduce -4.5% | 1,486,000 | $31.3M |
| BlackRock, Inc. | 0.00% | Reduce -66.4% | 1,164,909 | $24.5M |
| Morningstar Investment Management LLC | 1.89% | Reduce -1.9% | 1,139,456 | $24.0M |
| Moneta Group Investment Advisors LLC | 0.33% | Add +1.6% | 1,118,663 | $23.6M |
| Apollon Wealth Management, LLC | 0.53% | Add +1.3% | 1,085,766 | $22.9M |
| Charles Schwab Trust Co | 1.96% | Add +5.9% | 1,083,343 | $22.8M |
| M&T Bank Corp | 0.07% | Add +21.0% | 1,046,400 | $22.0M |
| Hantz Financial Services, Inc. | 0.38% | Reduce -3.3% | 1,037,627 | $21.9M |
| Quadrature Capital Ltd | 0.42% | New | 1,007,838 | $21.2M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -4.1% | 916,850 | $19.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +22.5% | 912,204 | $19.2M |
| Foster & Motley Inc. | 1.24% | Add +0.7% | 904,666 | $19.1M |
| Benjamin Edwards Inc. | 0.27% | Add +3.7% | 888,041 | $18.7M |
| BlueSky Wealth Advisors, LLC | 2.80% | Add +2.7% | 850,696 | $17.9M |
| Elm Partners Management LLC | 1.20% | Add +2.7% | 833,340 | $17.6M |
| UBS Group AG | 0.00% | Add +37.1% | 797,432 | $16.8M |
| ZynergyRetirementPlanningLLC | 11.00% | No change | 673,547 | $15.6M |
| Wealthfront Advisers LLC | 0.04% | Add +18.1% | 691,502 | $14.6M |
| Betterment LLC | 0.03% | Add +6.4% | 582,627 | $12.3M |
| Pure Portfolios Holdings LLC | 4.50% | Add +6.3% | 575,078 | $12.1M |
| LPL Financial LLC | 0.00% | Reduce -2.6% | 538,565 | $11.3M |
| Tortoise Investment Management, LLC | 1.15% | Reduce -0.4% | 516,416 | $10.9M |
| Tradewinds Capital Management, LLC | 2.78% | Add +910294.6% | 500,717 | $10.5M |
| Mariner, LLC | 0.02% | Add +6.1% | 475,879 | $10.0M |
| Courage Miller Partners, LLC | 3.20% | Add +0.8% | 443,164 | $9.3M |
| Firestone Capital Management | 2.31% | Add +3.8% | 441,233 | $9.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -5.8% | 439,010 | $9.2M |
| Principal Securities, Inc. | 0.21% | Add +3.0% | 438,915 | $9.2M |
| Jackson Thornton Wealth Management, LLC | 1.17% | Reduce -4.1% | 438,243 | $9.2M |
| Strategic Financial Planning, Inc. | 6.24% | Add +0.8% | 434,521 | $9.2M |
| Wells Fargo & Company | 0.00% | Add +16.2% | 399,679 | $8.4M |
| National Bank of Canada | 0.01% | Add +1.8% | 391,409 | $8.2M |
| Vise Technologies, Inc. | 0.64% | Add +4.7% | 367,407 | $7.7M |
| Wealth Management Resources, Inc. | 2.83% | Reduce -6.2% | 363,799 | $7.7M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -1.0% | 362,515 | $7.6M |
| Townsquare Capital LLC | 0.08% | Reduce -1.0% | 357,042 | $7.5M |
| Krilogy Financial LLC | 0.50% | Add +4.0% | 355,203 | $7.5M |
| Sensible Financial Planning & Management, LLC. | 1.52% | Reduce -1.2% | 347,612 | $7.3M |
| Brown Wealth Management, LLC | 2.59% | Reduce -0.2% | 346,394 | $7.3M |
| Focus Partners Wealth | 0.02% | Add +88.3% | 310,108 | $6.5M |
| Avior Wealth Management, LLC | 0.22% | Add +3.3% | 291,421 | $6.1M |
| Manning & Napier Advisors LLC | 0.07% | New | 289,276 | $6.1M |
| Stratos Wealth Advisors, LLC | 0.27% | Reduce -2.7% | 271,461 | $5.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -11.1% | 268,790 | $5.7M |
| Neuberger Berman Group LLC | 0.00% | New | 256,000 | $5.4M |
| Morgan Stanley | 0.00% | Reduce -32.0% | 253,581 | $5.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +98.9% | 251,717 | $5.3M |
| WealthCollab, LLC | 3.39% | Add +7.3% | 251,326 | $5.3M |
| Jones Financial Companies LLLP | 0.01% | Add +4.9% | 249,557 | $5.3M |
| White & Co Financial Planning Inc | 4.37% | — | 244,549 | $5.2M |
| Moisand Fitzgerald Tamayo, LLC | 0.66% | Reduce -4.8% | 221,536 | $4.7M |
| Passive Capital Management, LLC. | 1.63% | Add +4.4% | 220,079 | $4.6M |
| Omega Financial Group, LLC | 1.69% | Reduce -9.7% | 212,532 | $4.5M |
| Farther Finance Advisors, LLC | 0.16% | Add +49.0% | 210,945 | $4.4M |
| Cetera Investment Advisers | 0.01% | Add +2.6% | 206,170 | $4.3M |
| Upper Left Wealth Management, LLC | 3.67% | Add +0.6% | 203,912 | $4.3M |
| Appleton Partners Inc. | 0.31% | Reduce -0.1% | 199,386 | $4.2M |
| Goldman Sachs Group Inc. | 0.00% | No change | 194,470 | $4.1M |
| Kingsview Wealth Management, LLC | 0.08% | Add +499.7% | 192,186 | $4.0M |
| Fiduciary Alliance LLC | 0.40% | Add +8.6% | 188,405 | $4.0M |
| Asset Allocation Strategies LLC | 0.94% | Add +114.3% | 182,457 | $3.9M |
| Elevation Wealth Partners, LLC | 1.60% | Reduce -5.0% | 179,366 | $3.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -69.4% | 178,718 | $3.8M |
| Frisco Financial Planning LLC | 3.68% | — | 176,630 | $3.7M |
| Pure Financial Advisors, LLC | 0.08% | Reduce -1.8% | 173,986 | $3.7M |
| Bank of America Corp. | 0.00% | Add +0.6% | 172,360 | $3.6M |
| Rooted Wealth Advisors, Inc. | 1.36% | Add +3.4% | 168,478 | $3.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.09% | Reduce -10.0% | 163,935 | $3.5M |
| Smith, Moore & Co. | 0.31% | Add +4.3% | 160,498 | $3.4M |
| Raymond James Financial Inc. | 0.00% | — | 159,740 | $3.4M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.1% | 159,217 | $3.4M |
| Cypress Point Wealth Management, LLC | 1.03% | Add +16.0% | 157,276 | $3.3M |
| Vista Capital Partners, Inc. | 0.39% | Reduce -2.3% | 157,234 | $3.3M |
| CW Advisors, LLC | 0.04% | Add +0.1% | 154,127 | $3.2M |
| Marshall Financial Group Inc. | 0.96% | Reduce -12.6% | 148,893 | $3.1M |
| Jackson Creek Investment Advisors LLC | 0.94% | Add +2.6% | 147,474 | $3.1M |
| SWS Partners | 0.92% | Add +25.5% | 144,556 | $3.0M |
| Becker Capital Management Inc. | 0.10% | No change | 142,331 | $3.0M |
| RFG Holdings, Inc. | 0.98% | New | 140,676 | $3.0M |
| Perigon Wealth Management, LLC | 0.07% | Add +14.9% | 139,873 | $3.0M |
| Sachem Hill LLC | 0.60% | Reduce -1.9% | 135,806 | $2.9M |
| Financial Counselors Inc. | 0.04% | Reduce -8.3% | 131,879 | $2.8M |
| Cascade Financial Partners, LLC | 0.35% | Add +2.5% | 129,179 | $2.7M |
| LifePlan Investment Advisors, Inc. | 1.68% | Reduce -2.0% | 128,628 | $2.7M |
| Cibc World Markets Corp. | 0.02% | Reduce -9.8% | 127,291 | $2.7M |
| Pacific Capital Wealth Advisors, Inc. | 0.44% | No change | 124,294 | $2.6M |
| Osaic Holdings, Inc. | 0.01% | Add +19.9% | 123,260 | $2.6M |
| Tudor Investment Corporation | 0.03% | Reduce -59.1% | 122,801 | $2.6M |
| Epiq Partners, LLC | 1.43% | Add +137.0% | 120,615 | $2.5M |
| Brooklyn FI, LLC | 0.84% | Add +0.0% | 120,181 | $2.5M |
| Black Diamond Financial, LLC | 0.37% | Add +40.6% | 117,797 | $2.5M |
| Glassy Mountain Advisors, Inc. | 0.85% | Add +12.6% | 117,412 | $2.5M |
| Kohmann Bosshard Financial Services, LLC | 0.29% | Reduce -5.3% | 113,032 | $2.4M |
| Sagace Wealth Management LLC | 1.74% | New | 110,289 | $2.3M |
| Fairview Capital Investment Management, LLC | 0.12% | Add +0.6% | 108,973 | $2.3M |
| JMG Financial Group, Ltd. | 0.08% | Reduce -2.1% | 108,430 | $2.3M |
| Johnson Financial Group, LLC | 0.26% | Add +32.3% | 105,772 | $2.2M |
| Koss-Olinger Consulting, LLC | 0.20% | Add +0.0% | 105,749 | $2.2M |
| Brio Consultants, LLC | 0.34% | Add +0.9% | 102,291 | $2.2M |
| Ballast Advisors LLC | 0.66% | Add +5.7% | 101,019 | $2.1M |
| Madden Advisory Services, Inc. | 0.99% | Add +2.7% | 100,780 | $2.1M |
| State of Alaska, Department of Revenue | 0.02% | Add +198.5% | 100,750 | $2.1M |
| Texas Yale Capital Corp. | 0.08% | Add +3.4% | 99,637 | $2.1M |
| Awm Capital, LLC | 0.26% | No change | 99,358 | $2.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +5.3% | 96,647 | $2.0M |
| Patriot Investment Management Group, Inc. | 0.15% | Reduce -2.6% | 96,017 | $2.0M |
| Guardian Financial Partners, LLC | 1.16% | Add +18.3% | 92,796 | $2.0M |
| Geneos Wealth Management Inc. | 0.07% | Reduce -0.3% | 92,344 | $1.9M |
| Davis Capital Management | 1.58% | Reduce -2.3% | 92,215 | $1.9M |
| HHM Wealth Advisors, LLC | 0.26% | Add +3.5% | 90,768 | $1.9M |
| MAI Capital Management | 0.01% | Add +26.0% | 90,558 | $1.9M |
| Modera Wealth Management, LLC | 0.02% | Reduce -0.8% | 88,958 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.1% | 85,142 | $1.8M |
| Peterson Wealth Advisors, LLC | 0.31% | Reduce -4.3% | 81,134 | $1.7M |
| Landmark Wealth Management, LLC | 0.76% | Add +3.4% | 81,013 | $1.7M |
| Rockbridge Investment Management, LCC | 0.22% | Reduce -19.9% | 79,789 | $1.7M |
| Peloton Wealth Strategists | 0.69% | Reduce -0.9% | 79,271 | $1.7M |
| Choreo, LLC | 0.02% | Reduce -7.6% | 79,067 | $1.7M |
| Alaska Wealth Advisors, LLC | 0.26% | Add +30.3% | 78,802 | $1.7M |
| Citadel Advisors | 0.00% | New | 78,398 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Add +2.4% | 78,093 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Add +0.2% | 77,888 | $1.6M |
| Debussy Capital Management LP | 0.25% | Add +6.9% | 74,647 | $1.6M |
| FC Advisory LLC | 0.54% | Add +5.4% | 76,510 | $1.6M |
| Atlas Capital Advisors Inc. | 0.20% | Reduce -51.2% | 75,719 | $1.6M |
| Mgo One Seven LLC | 0.06% | Add +13.3% | 75,013 | $1.6M |
| Braun-Bostich & Associates Inc. | 1.11% | Add +0.8% | 73,288 | $1.5M |
| Independent Solutions Wealth Management, LLC | 0.33% | Reduce -11.9% | 72,259 | $1.5M |
| Ramiah Investment Group | 1.35% | Add +16.3% | 70,592 | $1.5M |
| Trillium Asset Management, LLC | 0.04% | Add +9.1% | 67,760 | $1.4M |
| IFG Advisors, LLC | 0.28% | Reduce -0.5% | 66,279 | $1.4M |
| Valmark Advisers, Inc. | 0.02% | Add +0.7% | 64,839 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.9% | 64,091 | $1.3M |
| SeaCrest Wealth Management, LLC | 0.14% | Reduce -5.4% | 62,870 | $1.3M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -1.9% | 61,601 | $1.3M |
| Apollon Financial, LLC | 0.32% | Add +14.9% | 60,016 | $1.3M |
| Empower Advisory Group, LLC | 0.00% | Add +14.1% | 57,670 | $1.2M |
| Clearview Wealth Advisors LLC | 0.92% | Add +0.4% | 57,624 | $1.2M |
| Greenleaf Trust | 0.01% | No change | 57,386 | $1.2M |
| Breakwater Investment Management | 0.51% | Add +4.6% | 57,087 | $1.2M |
| Tempus Wealth Planning, LLC | 0.36% | Add +3.0% | 56,467 | $1.2M |
| Corient Private Wealth LP | 0.00% | Add +8.6% | 54,068 | $1.1M |
| Bestgate Wealth Advisors, LLC | 2.26% | — | 53,402 | $1.1M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | Reduce -3.8% | 53,370 | $1.1M |
| Roble, Belko & Company, Inc | 0.18% | Add +405.7% | 53,091 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +20.8% | 52,892 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +20.8% | 52,892 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -75.8% | 52,763 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +25.2% | 52,400 | $1.1M |
| Lederer & Associates Investment Counsel | 0.77% | Add +0.3% | 52,107 | $1.1M |
| Curbstone Financial Management Corp | 0.23% | Reduce -1.7% | 51,632 | $1.1M |
| Hexagon Capital Partners LLC | 0.19% | Add +4.3% | 49,925 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +23.4% | 49,647 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -0.2% | 49,494 | $1.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Add +0.1% | 49,404 | $1.0M |
| Wrenne Financial Planning LLC | 0.59% | Add +18.0% | 49,063 | $1.0M |
| SGL Investment Advisors, Inc. | 0.50% | Add +4.3% | 45,853 | $983K |
| HBK Sorce Advisory LLC | 0.03% | Reduce -10.0% | 46,446 | $978K |
| REDW Wealth LLC | 0.34% | Reduce -34.5% | 46,131 | $972K |
| North Forty Two & Co. | 1.10% | — | 45,428 | $957K |
| Stonegate Investment Group, LLC | 0.03% | New | 45,250 | $953K |
| Winthrop Capital Management, LLC | 0.25% | New | 44,370 | $925K |
| Capital Insight Partners, LLC | 0.16% | Reduce -4.9% | 43,775 | $922K |
| Kades & Cheifetz LLC | 0.47% | Reduce -3.3% | 43,397 | $914K |
| Murphy & Mullick Capital Management Corp | 0.84% | — | 43,147 | $909K |
| Gradient Capital Advisors, LLC | 0.29% | Reduce -1.2% | 43,110 | $908K |
| Stockman Wealth Management, Inc. | 0.14% | Add +24.7% | 42,010 | $885K |
| Prelude Capital Management, LLC | 0.07% | New | 41,450 | $873K |
| Allworth Financial LP | 0.00% | Add +7.3% | 40,771 | $860K |
| Aletheian Wealth Advisors LLC | 0.50% | Reduce -2.5% | 40,022 | $843K |
| Watershed Private Wealth LLC | 0.33% | Reduce -2.9% | 39,979 | $842K |
| JFG Wealth Management, LLC | 0.19% | Add +10.5% | 39,217 | $826K |
| Private Advisor Group, LLC | 0.00% | Add +0.5% | 39,145 | $824K |
| Integral Investment Advisors, Inc. | 0.27% | Reduce -8.8% | 38,970 | $821K |
| Walkner Condon Financial Advisors LLC | 0.16% | Reduce -9.1% | 38,512 | $811K |
| Mission Wealth Management, LP | 0.02% | Add +7.9% | 38,114 | $803K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -31.0% | 37,917 | $799K |
| Stifel Financial Corp. | 0.00% | Add +12.3% | 37,828 | $797K |
| Bigelow Investment Advisors, LLC | 0.37% | Add +11.2% | 37,620 | $792K |
| BCS Wealth Management | 0.19% | New | 36,918 | $777K |
| Forza Wealth Management, LLC | 0.35% | No change | 36,556 | $770K |
| Christensen, King & Associates Investment Services, Inc. | 0.36% | Reduce -4.2% | 36,063 | $761K |
| Focus Financial Network, Inc. | 0.03% | Reduce -3.5% | 35,747 | $753K |
| Comprehensive Money Management Services LLC | 0.61% | — | 35,317 | $744K |
| Root Financial Partners, LLC | 0.09% | Reduce -8.3% | 34,064 | $717K |
| Bank of New York Mellon Corp | 0.00% | Add +71.6% | 33,352 | $702K |
| Roundview Capital LLC | 0.05% | Add +3.0% | 32,597 | $686K |
| Values Added Financial LLC | 0.40% | Reduce -1.5% | 32,447 | $683K |
| Interactive Financial Advisors, Inc. | 0.35% | Reduce -5.5% | 31,938 | $673K |
| MML Investors Services, LLC | 0.00% | Add +1.8% | 31,773 | $669K |
| Wakefield Asset Management LLLP | 0.22% | Reduce -0.9% | 31,495 | $663K |
| M Wealth Management, LLC | 0.61% | — | 31,475 | $663K |
| WealthShield Partners, LLC | 0.09% | Add +5.1% | 31,412 | $662K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +7.5% | 31,315 | $660K |
| Bensler, LLC | 0.07% | Reduce -11.4% | 29,952 | $631K |
| Evergreen Capital Management LLC | 0.02% | No change | 29,934 | $630K |
| Cahill Financial Advisors Inc. | 0.08% | Add +14.9% | 29,759 | $627K |
| Juncture Wealth Strategies, LLC | 0.23% | Reduce -3.4% | 29,395 | $619K |
| Palisades Hudson Asset Management, L.P. | 0.26% | Reduce -0.9% | 29,387 | $619K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -4.8% | 28,439 | $599K |
| Friedenthal Financial | 0.35% | Reduce -5.1% | 28,317 | $596K |
| Truist Financial Corp. | 0.00% | Reduce -60.7% | 28,153 | $593K |
| EWG Elevate Inc. | 0.18% | Add +1.0% | 28,121 | $592K |
| IFP Advisors, Inc | 0.02% | Add +22.1% | 28,096 | $592K |
| Waverly Advisors, LLC | 0.01% | Add +3.8% | 28,071 | $591K |
| Parallel Advisors, LLC | 0.01% | Add +6.1% | 27,925 | $588K |
| Altfest L J & Co. Inc. | 0.07% | Add +3.2% | 27,822 | $586K |
| Liberty Capital Management, Inc. | 0.13% | Reduce -1.2% | 27,704 | $583K |
| Yoder Wealth Management, Inc. | 0.32% | Add +24.8% | 27,549 | $580K |
| Vanguard Group Inc. | 0.00% | Add +0.1% | 27,476 | $579K |
| SigFig Wealth Management, LLC | 0.02% | Add +3.2% | 44,214 | $568K |
| Foster Group, Inc. | 0.02% | Reduce -1.1% | 26,681 | $562K |
| Grey Fox Wealth Advisors, LLC | 0.15% | Add +0.3% | 26,552 | $559K |
| Brevan Howard Capital Management LP | 0.01% | New | 26,544 | $559K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.13% | Add +154.3% | 25,893 | $545K |
| Bangor Savings Bank | 0.05% | Reduce -0.9% | 25,834 | $544K |
| Captrust Financial Advisors | 0.00% | Add +62.6% | 25,410 | $535K |
| Carrera Capital Advisors | 0.12% | Add +10.7% | 25,082 | $528K |
| Parkside Financial Bank & Trust | 0.07% | Add +15.4% | 24,534 | $517K |
| Lee Financial Co | 0.07% | Reduce -2.0% | 24,379 | $513K |
| Tradition Wealth Management, LLC | 0.05% | Add +11.6% | 24,356 | $513K |
| Aegis Wealth Management LLC | 0.34% | — | 24,101 | $508K |
| Natixis | 0.00% | Reduce -0.3% | 24,460 | $507K |
| Human Investing LLC | 0.09% | Add +2.1% | 23,894 | $503K |
| CoreCap Advisors, LLC | 0.02% | Add +190.4% | 23,837 | $502K |
| Lodestar Private Asset Management LLC | 0.06% | Add +2.9% | 23,718 | $499K |
| Summit Financial Strategies, Inc. | 0.05% | Add +11.2% | 23,381 | $492K |
| Elser Financial Planning, Inc | 0.03% | No change | 23,153 | $488K |
| Waterloo Capital, L.P. | 0.05% | Reduce -14.7% | 23,020 | $485K |
| Natixis Advisors, LLC | 0.00% | Add +5.3% | 22,633 | $477K |
| Droms Strauss Advisors Inc. /Mo/ | 0.16% | Reduce -2.4% | 22,648 | $477K |
| VSM Wealth Advisory, LLC | 0.17% | — | 22,051 | $464K |
| Certuity, LLC | 0.05% | Add +0.1% | 21,885 | $461K |
| Prospect Financial Group LLC | 0.56% | — | 21,482 | $452K |
| Luts & Greenleigh Group, Inc. | 0.44% | No change | 21,200 | $446K |
| WBH Advisory Inc. | 0.04% | Reduce -3.6% | 21,104 | $444K |
| Garde Capital, Inc. | 0.03% | Reduce -7.5% | 21,094 | $444K |
| Valued Wealth Advisors LLC | 0.28% | Add +8.0% | 20,921 | $441K |
| Embree Financial Group | 0.08% | Reduce -1.0% | 20,880 | $440K |
| Cape Investment Advisory, Inc. | 0.17% | Add +25.7% | 20,593 | $434K |
| Bluestem Financial Advisors, LLC | 0.20% | Add +0.3% | 20,510 | $432K |
| Everhart Financial Group, Inc. | 0.09% | Reduce -2.5% | 20,472 | $431K |
| Ariadne Wealth Management, LP | 0.20% | Add +34.1% | 20,050 | $431K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -4.7% | 20,359 | $429K |
| Atria Investments, Inc | 0.01% | Reduce -1.6% | 20,347 | $429K |
| Discipline Wealth Solutions, LLC | 0.20% | New | 20,345 | $428K |
| Whelan Financial | 0.17% | Reduce -0.0% | 20,260 | $427K |
| Stableford Capital II LLC | 0.17% | Reduce -68.1% | 20,081 | $423K |
| Portland Financial Advisors Inc | 1.13% | — | 19,868 | $418K |
| Commerce Bank | 0.00% | Reduce -8.1% | 19,842 | $418K |
| Fonville Wealth Management LLC | 0.14% | Reduce -3.5% | 19,769 | $416K |
| JTC Employer Solutions Trustee Ltd | 0.03% | No change | 19,850 | $414K |
| Integrated Wealth Concepts LLC | 0.00% | Add +13.2% | 19,545 | $412K |
| Bailard, Inc. | 0.01% | Add +11.9% | 19,338 | $407K |
| Cordant, Inc. | 0.21% | Reduce -2.0% | 19,225 | $405K |
| CWA Asset Management Group, LLC | 0.02% | Add +15.6% | 19,063 | $401K |
| Heritage Financial Services, LLC | 0.05% | Reduce -7.4% | 18,833 | $397K |
| Nwam LLC | 0.02% | Reduce -11.4% | 18,731 | $394K |
| CreativeOne Wealth, LLC | 0.01% | Add +48.3% | 18,685 | $394K |
| WT Wealth Management | 0.12% | Reduce -0.8% | 18,683 | $393K |
| IVC Wealth Advisors LLC | 0.22% | Add +39.0% | 18,674 | $393K |
| Pinnacle Bancorp, Inc. | 0.13% | Reduce -0.0% | 18,372 | $387K |
| Hardin Capital Partners, LLC | 0.23% | Reduce -0.6% | 18,225 | $384K |
| Callan Capital, LLC | 0.03% | Reduce -1.1% | 17,730 | $373K |
| Cobblestone Capital Advisors LLC | 0.02% | Reduce -9.0% | 17,535 | $369K |
| Providence First Trust Co | 0.14% | No change | 17,193 | $362K |
| Laraway Financial Advisors Inc | 0.28% | Reduce -1.5% | 17,090 | $360K |
| Perissos Private Wealth Management, LLC | 0.27% | Add +3.4% | 17,023 | $359K |
| Western Wealth Management, LLC | 0.02% | Add +7.6% | 17,020 | $358K |
| Allen Capital Group, LLC | 0.04% | Add +1.2% | 16,913 | $356K |
| OneAscent Financial Services LLC | 0.03% | New | 16,523 | $348K |
| Phocas Financial Corp. | 0.05% | No change | 16,411 | $346K |
| Websterrogers Financial Advisors, LLC | 0.12% | Reduce -0.6% | 15,938 | $336K |
| Comerica Bank | 0.00% | Reduce -19.3% | 15,921 | $335K |
| Alpha Omega Wealth Management LLC | 0.06% | No change | 15,378 | $324K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -4.0% | 15,356 | $323K |
| Lifeworks Advisors, LLC | 0.06% | Add +26.5% | 15,168 | $319K |
| Medallion Wealth Advisors, LLC | 0.16% | — | 14,872 | $313K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -6.9% | 14,709 | $310K |
| Legacy Capital Wealth Partners, LLC | 0.08% | Add +1.1% | 14,413 | $304K |
| Maia Wealth LLC | 0.06% | Reduce -7.5% | 13,746 | $297K |
| Jane Street Group, LLC | 0.00% | New | 14,042 | $296K |
| Fisher Asset Management | 0.00% | Add +61.6% | 14,014 | $295K |
| Cambridge Advisors Inc. | 0.07% | Reduce -3.5% | 13,841 | $291K |
| Creative Financial Designs Inc. | 0.02% | Reduce -5.7% | 13,768 | $290K |
| SignalPoint Asset Management, LLC | 0.07% | Reduce -0.4% | 13,741 | $289K |
| PFG Advisors | 0.02% | Reduce -1.3% | 13,649 | $287K |
| Thompson Investment Management, Inc. | 0.04% | Add +7.6% | 13,535 | $285K |
| Momentous Wealth Management, Inc. | 0.23% | — | 13,461 | $283K |
| MIdWestOne Financial Group, Inc. | 0.04% | Add +4.4% | 13,452 | $283K |
| Sanctuary Advisors, LLC | 0.00% | Add +3.6% | 13,266 | $282K |
| Citigroup Inc. | 0.00% | Reduce -5.9% | 13,077 | $275K |
| Clearstead Advisors, LLC | 0.00% | Add +6.1% | 13,039 | $275K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Reduce -3.4% | 12,982 | $274K |
| Ascension Capital Advisors, Inc. | 0.11% | No change | 12,494 | $263K |
| Strategic Family Wealth Counselors, L.L.C. | 0.09% | Add +21.1% | 12,487 | $263K |
| FF Advisors,LLC | 0.18% | Reduce -38.6% | 11,956 | $262K |
| Park Avenue Securities LLC | 0.00% | Reduce -20.8% | 12,452 | $262K |
| CAP Partners, LLC | 0.18% | Reduce -1.6% | 12,354 | $260K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +19.9% | 12,302 | $259K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +0.1% | 12,101 | $255K |
| Brand Asset Management Group, Inc. | 0.10% | Add +2.6% | 11,900 | $251K |
| Grove Bank & Trust | 0.03% | Add +116.0% | 11,862 | $250K |
| Cwm, LLC | 0.00% | Reduce -5.3% | 11,615 | $245K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -36.4% | 11,544 | $243K |
| Cypress Financial Planning LLC | 0.09% | Add +10.7% | 11,530 | $243K |
| Rialto Wealth Management, LLC | 0.08% | — | 11,496 | $242K |
| Wealthspire Retirement, LLC | 0.02% | Reduce -0.2% | 11,183 | $236K |
| Mason Investment Advisory Services, Inc. | 0.01% | No change | 11,165 | $235K |
| AdvisorNet Financial, Inc | 0.02% | Add +6.4% | 11,100 | $234K |
| Fortress Wealth Management, Inc. | 0.11% | Add +1.9% | 11,092 | $234K |
| Greenwood Capital Associates LLC | 0.03% | Reduce -20.7% | 11,035 | $232K |
| Armor Investment Advisors, LLC | 0.09% | Add +0.3% | 10,821 | $228K |
| Skyline Advisors, Inc. | 0.09% | No change | 10,736 | $226K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -5.2% | 10,697 | $225K |
| Savant Capital, LLC | 0.00% | Reduce -8.8% | 10,526 | $222K |
| Integrated Advisors Network LLC | 0.01% | Add +0.9% | 10,289 | $217K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Reduce -55.4% | 9,981 | $210K |
| Brighton Jones LLC | 0.01% | New | 9,869 | $208K |
| Strategic Financial Services, Inc. | 0.01% | No change | 9,800 | $206K |
| Lewis Asset Management, LLC | 0.16% | Reduce -3.0% | 9,748 | $205K |
| Emergent Wealth Advisors, LLC | 0.15% | Add +4.8% | 9,708 | $204K |
| Aptus Capital Advisors, LLC | 0.00% | Add +55.9% | 9,607 | $202K |
| Tanglewood Wealth Management, Inc. | 0.02% | Reduce -3.9% | 9,596 | $202K |
| Dodds Wealth, LLC | 0.06% | Add +0.1% | 9,529 | $201K |
| Fifth Third Bancorp | 0.00% | Add +21.5% | 8,967 | $189K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -0.6% | 8,898 | $187K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.8% | 8,588 | $178K |
| Larson Financial Group LLC | 0.01% | Add +310.1% | 8,317 | $175K |
| Clear Investment Research, LLC | 0.22% | No change | 8,117 | $171K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 7,473 | $157K |
| Whittier Trust Co. | 0.00% | Reduce -38.2% | 7,144 | $150K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +62.6% | 6,995 | $147K |
| POM Investment Strategies, LLC | 0.10% | Reduce -98.7% | 6,341 | $134K |
| Indiana Trust & Investment Management Co | 0.04% | No change | 6,203 | $131K |
| Global Retirement Partners, LLC | 0.00% | Reduce -37.6% | 5,947 | $125K |
| NorthRock Partners, LLC | 0.00% | Add +2.9% | 5,930 | $125K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +22.4% | 5,600 | $118K |
| AE Wealth Management LLC | 0.00% | New | 4,680 | $99K |
| Front Row Advisors LLC | 0.03% | Add +0.0% | 4,178 | $88K |
| Financial Life Planners | 0.07% | — | 4,109 | $87K |
| Future Financial Wealth Managment LLC | 0.06% | No change | 3,900 | $82K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -1.5% | 3,867 | $81K |
| Blair William & Co. | 0.00% | Add +22.8% | 3,774 | $79K |
| MCF Advisors LLC | 0.01% | Add +951.7% | 3,744 | $79K |
| Capital Analysts, LLC | 0.00% | Add +21.4% | 3,660 | $77K |
| Blume Capital Management, Inc. | 0.02% | No change | 3,630 | $76K |
| JDM Financial Group LLC | 0.04% | Add +6.8% | 3,448 | $73K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -13.7% | 3,390 | $71K |
| Headlands Technologies LLC | 0.01% | New | 3,293 | $69K |
| Assetmark, Inc. | 0.00% | Add +311.3% | 3,064 | $65K |
| Ancora Advisors LLC | 0.00% | Add +55.0% | 2,966 | $62K |
| Bristlecone Advisors, LLC | 0.00% | Add +1.1% | 2,937 | $62K |
| Sound Income Strategies, LLC | 0.00% | Add +266.9% | 2,785 | $59K |
| Criterion Capital Advisors, LLC | 0.04% | No change | 2,935 | $59K |
| Bank of Montreal | 0.00% | Add +39.2% | 2,610 | $55K |
| SRH Advisors, LLC | 0.02% | Add +0.7% | 2,580 | $54K |
| Optimum Investment Advisors | 0.02% | Reduce -1.5% | 2,550 | $54K |
| Private Trust Co. NA | 0.01% | Reduce -5.7% | 2,299 | $48K |
| West Oak Capital, LLC | 0.02% | Reduce -15.6% | 2,226 | $47K |
| CVA Family Office, LLC | 0.01% | Add +118.9% | 1,942 | $41K |
| Gables Capital Management Inc. | 0.02% | No change | 1,908 | $40K |
| MeadowBrook Investment Advisors LLC | 0.03% | No change | 1,800 | $38K |
| AlphaCore Capital LLC | 0.01% | Reduce -28.1% | 1,793 | $38K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 1,536 | $32K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 1,499 | $32K |
| CENTRAL TRUST Co | 0.00% | New | 1,421 | $30K |
| JNBA Financial Advisors | 0.00% | New | 1,334 | $28K |
| Crewe Advisors LLC | 0.00% | No change | 1,280 | $27K |
| Signaturefd, LLC | 0.00% | Reduce -2.1% | 1,240 | $26K |
| Wood Tarver Financial Group, LLC | 0.01% | — | 1,277 | $26K |
| Asset Dedication, LLC | 0.00% | Reduce -27.0% | 1,205 | $25K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +13.1% | 1,180 | $25K |
| UMB Bank, n.a. | 0.00% | No change | 1,160 | $24K |
| Harbour Investments, Inc. | 0.00% | Reduce -58.1% | 1,107 | $23K |
| Tompkins Financial Corp. | 0.00% | No change | 1,106 | $23K |
| Golden State Wealth Management, LLC | 0.00% | — | 1,080 | $23K |
| Arax Advisory Partners | 0.00% | Add +1500.0% | 1,072 | $23K |
| Covestor Ltd | 0.01% | Add +4.8% | 1,052 | $22K |
| Birchbrook, Inc. | 0.01% | Add +1.1% | 1,032 | $22K |
| Eastern Bank | 0.00% | No change | 1,000 | $21K |
| North Star Investment Management Corp. | 0.00% | No change | 994 | $21K |
| Noble Wealth Management PBC | 0.01% | — | 983 | $21K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 952 | $20K |
| Global Financial Private Client, LLC | 0.01% | No change | 930 | $20K |
| Investors Research Corp | 0.00% | Add +1.6% | 887 | $19K |
| Roxbury Financial LLC | 0.02% | — | 783 | $18K |
| Lee Danner & Bass Inc. | 0.00% | New | 824 | $17K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 810 | $17K |
| MV Capital Management, Inc. | 0.00% | No change | 808 | $17K |
| Synergy Asset Management, LLC | 0.00% | New | 730 | $17K |
| McIlrath & Eck, LLC | 0.00% | Reduce -1.1% | 797 | $17K |
| Sandy Spring Bank | 0.00% | Reduce -10.7% | 760 | $16K |
| Johnson Financial Group, Inc. | 0.00% | New | 730 | $15K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 733 | $15K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.1% | 723 | $15K |
| Spire Wealth Management | 0.00% | Add +115.5% | 707 | $15K |
| Strategic Investment Solutions, Inc. | 0.00% | Reduce -86.0% | 661 | $14K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +1.1% | 629 | $13K |
| Wagner Wealth Management, LLC | 0.00% | Add +18.5% | 614 | $13K |
| Oarsman Capital, Inc. | 0.00% | Add +24.8% | 599 | $13K |
| Howe & Rusling Inc. | 0.00% | Reduce -70.2% | 537 | $11K |
| Cherry Tree Wealth Management, LLC | 0.00% | Add +84.6% | 502 | $11K |
| Windsor Advisory Group, LLC | 0.01% | New | 493 | $10K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 480 | $10K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 456 | $10K |
| Brown Brothers Harriman & Co. | 0.00% | New | 442 | $9K |
| Montag A & Associates Inc. | 0.00% | Reduce -79.1% | 439 | $9K |
| Westside Investment Management, Inc. | 0.00% | No change | 430 | $9K |
| NWK Group, Inc. | 0.00% | New | 428 | $9K |
| Valley National Advisers Inc. | 0.00% | Reduce -16.9% | 454 | $9K |
| Bellevue Asset Management, LLC | 0.00% | Add +110.0% | 420 | $9K |
| Towne Trust Company, N.A | 0.00% | New | 412 | $9K |
| Aventura Private Wealth, LLC | 0.00% | — | 382 | $8K |
| Main Street Group, LTD | 0.00% | Reduce -53.7% | 380 | $8K |
| Bfsg, LLC | 0.00% | No change | 371 | $8K |
| Pillar Financial Advisors, LLC | 0.01% | — | 365 | $8K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 351 | $7K |
| Russell Investments Group, Ltd. | 0.00% | Add +971.9% | 343 | $7K |
| Smithfield Trust Co | 0.00% | No change | 312 | $7K |
| Promus Capital, LLC | 0.01% | — | 326 | $7K |
| NewEdge Advisors, LLC | 0.00% | Reduce -31.8% | 320 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Add +0.9% | 318 | $7K |
| GeoWealth Management, LLC | 0.00% | Add +0.9% | 318 | $7K |
| Barrett & Company, Inc. | 0.00% | No change | 300 | $6K |
| HM Payson & Co. | 0.00% | New | 300 | $6K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +43.1% | 299 | $6K |
| Delta Asset Management LLC | 0.00% | No change | 296 | $6K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -17.9% | 290 | $6K |
| Abound Wealth Management | 0.00% | Reduce -70.1% | 289 | $6K |
| Key Financial Inc | 0.00% | No change | 288 | $6K |
| American Capital Advisory, LLC | 0.00% | Add +1.1% | 279 | $6K |
| REAP Financial Group, LLC | 0.00% | Add +1.2% | 258 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 257 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 250 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | Add +1.2% | 248 | $5K |
| Arlington Trust Co LLC | 0.00% | No change | 242 | $5K |
| Horrell Capital Management, Inc. | 0.00% | No change | 220 | $5K |
| Tsfg, LLC | 0.00% | No change | 228 | $5K |
| Sachetta, LLC | 0.00% | No change | 234 | $5K |
| Pflug Koory, LLC | 0.00% | Reduce -21.1% | 224 | $5K |
| Chilton Capital Management LLC | 0.00% | No change | 220 | $5K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -68.0% | 202 | $4K |
| Tidemark, LLC | 0.00% | Add +1.5% | 200 | $4K |
| BankPlus Trust Department | 0.00% | — | 192 | $4K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | Add +1.1% | 188 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 185 | $4K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 184 | $4K |
| Salem Investment Counselors Inc. | 0.00% | New | 170 | $4K |
| Princeton Global Asset Management LLC | 0.00% | Add +0.7% | 154 | $3K |
| Simplex Trading, LLC | 0.00% | New | 156 | $3K |
| Blue Trust, Inc. | 0.00% | Reduce -91.6% | 140 | $3K |
| Archer Investment Corp | 0.00% | Add +0.8% | 133 | $3K |
| Coppell Advisory Solutions LLC | 0.00% | Add +670.6% | 131 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 130 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 120 | $3K |
| FSA Wealth Management LLC | 0.00% | Add +0.9% | 114 | $2K |
| ORG Partners LLC | 0.00% | No change | 113 | $2K |
| Continuum Advisory, LLC | 0.00% | Add +0.9% | 111 | $2K |
| WR Wealth Planners, LLC | 0.00% | No change | 109 | $2K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | Add +30.1% | 108 | $2K |
| Kathleen S. Wright Associates Inc. | 0.00% | No change | 105 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 102 | $2K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 101 | $2K |
| Private Capital Management LLC | 0.00% | Reduce -47.4% | 100 | $2K |
| Hoey Investments, Inc. | 0.00% | New | 100 | $2K |
| Sellwood Investment Partners LLC | 0.00% | — | 96 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 96 | $2K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 90 | $2K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 90 | $2K |
| Independence Bank of Kentucky | 0.00% | No change | 90 | $2K |
| Bridge Generations Wealth Management LLC | 0.00% | — | 89 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 86 | $2K |
| Atticus Wealth Management, LLC | 0.00% | No change | 85 | $2K |
| Anfield Capital Management, LLC | 0.00% | No change | 85 | $2K |
| City State Bank | 0.00% | No change | 85 | $2K |
| Highline Wealth Partners LLC | 0.00% | New | 85 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 70 | $1K |
| Atmos Advisory, LLC | 0.00% | No change | 67 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 67 | $1K |
| Salomon & Ludwin, LLC | 0.00% | Add +109.4% | 67 | $1K |
| Financial Gravity Companies, Inc. | 0.00% | New | 64 | $1K |
| Element Wealth, LLC | 0.00% | No change | 62 | $1K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 59 | $1K |
| IAG Wealth Partners, LLC | 0.00% | New | 52 | $1K |
| Truvestments Capital LLC | 0.00% | No change | 39 | $821 |
| Rothschild Investment LLC | 0.00% | Reduce -16.1% | 26 | $548 |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -98.8% | 24 | $507 |
| Robinswood Financial LLC | 0.00% | No change | 22 | $465 |
| Legend Financial Advisors, Inc. | 0.00% | New | 22 | $463 |
| Mattson Financial Services, LLC | 0.00% | New | 20 | $463 |
| NBZ Investment Advisors LLC | 0.00% | — | 18 | $379 |
| Raleigh Capital Management Inc. | 0.00% | Add +6.3% | 17 | $355 |
| Financial Management Professionals, Inc. | 0.00% | No change | 16 | $337 |
| Peachtree Investment Partners, LLC | 0.00% | New | 15 | $316 |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 14 | $295 |
| Graney & King, LLC | 0.00% | — | 13 | $281 |
| Maryland Capital Advisors Inc. | 0.00% | No change | 13 | $274 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 10 | $211 |
| Smartleaf Asset Management LLC | 0.00% | No change | 8 | $166 |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 4 | $84 |
| Tucker Asset Management LLC | 0.00% | Reduce -98.0% | 4 | $84 |
| Van Hulzen Asset Management, LLC | 0.00% | New | 3 | $64 |
| United Community Bank | 0.00% | New | 3 | $63 |
| NewSquare Capital LLC | 0.00% | No change | 2 | $47 |
| Lanark Financial, Inc. | 0.00% | — | 1 | $23 |
"% of holder's portfolio" is SCHH's weight in each manager's 13F, not the share of Schwab US REIT ETF the manager owns.