Schwab US REIT ETFSCHHETF
13F holders, Q1 2025 (March 31)508holders −8
46new positions
50sold out
1famous investor
$21.50avg. 13F price*
At the end of Q1 2025, 508 institutions reported holding Schwab US REIT ETF (SCHH) in their 13F filings, down 8 from Q4 2024. 46 opened new positions and 50 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.2B), US Bancorp \de ($641.4M) and FMR LLC ($561.8M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Schwab US REIT ETF
- CUSIP
- 808524847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $14.0M |
| Exits | 50 | $14.5M |
All 13F filers, Q4 2024 → Q1 2025: 6,819,714 shares bought and 7,620,524 shares sold, net −800,810 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 508 holders
| Financial Engines Advisors L.L.C. | 2.50% | Add +0.6% | 54,164,614 | $1.2B |
| US Bancorp \de | 0.86% | Add +4.8% | 29,816,470 | $641.4M |
| FMR LLC | 0.04% | Add +2.6% | 26,117,525 | $561.8M |
| Creative Planning | 0.47% | Reduce -3.7% | 23,399,832 | $503.3M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +0.1% | 7,656,587 | $164.7M |
| Envestnet Portfolio Solutions, Inc. | 0.62% | Add +3.4% | 7,480,975 | $160.9M |
| Cerity Partners LLC | 0.12% | Reduce -9.0% | 2,720,664 | $58.5M |
| Rational Advisors, Inc. | 4.00% | Add +7.4% | 1,772,703 | $38.1M |
| Ameriprise Financial Inc. | 0.01% | Add +10.1% | 1,665,268 | $35.8M |
| Benjamin Edwards Inc. | 0.45% | Add +69.3% | 1,503,329 | $32.3M |
| Mason Street Advisors, LLC | 4.07% | No change | 1,486,000 | $32.0M |
| Quadrature Capital Ltd | 0.69% | Add +44.4% | 1,455,557 | $31.3M |
| Charles Schwab Trust Co | 2.18% | Add +12.0% | 1,212,900 | $26.1M |
| BNP Paribas Financial Markets | 0.02% | Reduce -40.4% | 1,126,127 | $24.2M |
| Moneta Group Investment Advisors LLC | 0.33% | Reduce -0.1% | 1,117,273 | $24.0M |
| Morningstar Investment Management LLC | 2.04% | Reduce -2.0% | 1,116,708 | $24.0M |
| M&T Bank Corp | 0.08% | Add +0.0% | 1,046,486 | $22.5M |
| Foster & Motley Inc. | 1.25% | Add +1.8% | 920,550 | $19.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.8% | 877,828 | $18.9M |
| BlueSky Wealth Advisors, LLC | 2.91% | Add +2.8% | 874,246 | $18.8M |
| Hantz Financial Services, Inc. | 0.32% | Reduce -18.9% | 841,506 | $18.1M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -10.5% | 820,873 | $17.7M |
| BlackRock, Inc. | 0.00% | Reduce -33.7% | 771,998 | $16.6M |
| ZynergyRetirementPlanningLLC | 10.32% | Add +2.5% | 690,665 | $14.5M |
| Raymond James Financial Inc. | 0.01% | Add +306.6% | 649,417 | $14.0M |
| Wealthfront Advisers LLC | 0.04% | Reduce -8.4% | 633,652 | $13.6M |
| Betterment LLC | 0.03% | Add +3.5% | 603,085 | $13.0M |
| Pure Portfolios Holdings LLC | 4.76% | Add +4.7% | 601,791 | $12.9M |
| Pioneer Wealth Management Group | 5.22% | — | 563,075 | $12.1M |
| Tortoise Investment Management, LLC | 1.20% | Add +3.9% | 536,642 | $11.5M |
| Elm Partners Management LLC | 0.67% | Reduce -42.3% | 480,551 | $10.3M |
| Courage Miller Partners, LLC | 3.32% | Add +2.8% | 455,456 | $9.8M |
| Jackson Thornton Wealth Management, LLC | 1.27% | Add +5.2% | 460,865 | $9.5M |
| Firestone Capital Management | 2.49% | Add +0.1% | 441,824 | $9.5M |
| Strategic Financial Planning, Inc. | 6.55% | Add +1.7% | 441,816 | $9.5M |
| Principal Securities, Inc. | 0.21% | Add +1.1% | 443,607 | $9.3M |
| Mariner, LLC | 0.01% | Reduce -13.2% | 413,310 | $8.9M |
| UBS Group AG | 0.00% | Reduce -51.8% | 384,463 | $8.3M |
| Townsquare Capital LLC | 0.09% | Add +6.3% | 379,595 | $8.2M |
| Krilogy Financial LLC | 0.52% | Add +4.5% | 371,355 | $8.0M |
| Brown Wealth Management, LLC | 2.72% | Add +6.1% | 367,620 | $7.9M |
| Wealth Management Resources, Inc. | 2.86% | Add +0.8% | 366,515 | $7.9M |
| Wells Fargo & Company | 0.00% | Reduce -9.8% | 360,463 | $7.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -18.8% | 356,421 | $7.7M |
| Sensible Financial Planning & Management, LLC. | 1.53% | Add +2.3% | 355,555 | $7.6M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -3.9% | 348,535 | $7.5M |
| Neuberger Berman Group LLC | 0.01% | Add +29.3% | 331,000 | $7.1M |
| Focus Partners Wealth | 0.02% | Reduce -0.4% | 308,729 | $6.6M |
| Avior Wealth Management, LLC | 0.24% | Add +2.0% | 297,408 | $6.4M |
| LPL Financial LLC | 0.00% | Reduce -46.9% | 285,930 | $6.2M |
| National Bank of Canada | 0.01% | Reduce -27.4% | 284,213 | $6.1M |
| Stratos Wealth Advisors, LLC | 0.31% | Reduce -4.5% | 259,237 | $5.6M |
| Jones Financial Companies LLLP | 0.01% | Add +4.1% | 259,878 | $5.5M |
| WealthCollab, LLC | 3.40% | Add +1.4% | 254,911 | $5.5M |
| Passive Capital Management, LLC. | 1.73% | Add +15.6% | 254,336 | $5.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -9.0% | 244,690 | $5.3M |
| White & Co Financial Planning Inc | 4.52% | Add +0.6% | 246,027 | $5.2M |
| D. E. Shaw & Co. | 0.01% | New | 238,997 | $5.1M |
| Morgan Stanley | 0.00% | Reduce -6.8% | 236,402 | $5.1M |
| Upper Left Wealth Management, LLC | 3.47% | Add +10.4% | 225,085 | $4.8M |
| Manning & Napier Advisors LLC | 0.06% | Reduce -22.5% | 224,137 | $4.8M |
| Moisand Fitzgerald Tamayo, LLC | 0.65% | Reduce -2.0% | 217,183 | $4.7M |
| Appleton Partners Inc. | 0.34% | Add +3.5% | 206,271 | $4.4M |
| Omega Financial Group, LLC | 1.70% | Reduce -3.2% | 205,748 | $4.4M |
| Cetera Investment Advisers | 0.01% | Reduce -1.9% | 202,202 | $4.3M |
| Asset Allocation Strategies LLC | 1.07% | Add +9.6% | 199,919 | $4.3M |
| Elevation Wealth Partners, LLC | 1.74% | Add +4.6% | 187,577 | $4.0M |
| Fiduciary Alliance LLC | 0.40% | Reduce -0.6% | 187,205 | $4.0M |
| Pure Financial Advisors, LLC | 0.08% | Add +7.4% | 186,897 | $4.0M |
| Frisco Financial Planning LLC | 3.81% | Add +3.4% | 182,665 | $3.9M |
| Grove Bank & Trust | 0.50% | Add +1360.0% | 173,190 | $3.7M |
| Smith, Moore & Co. | 0.34% | Add +7.0% | 171,646 | $3.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -6.0% | 168,062 | $3.6M |
| Cypress Point Wealth Management, LLC | 1.14% | Add +6.0% | 166,734 | $3.6M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +1325.3% | 164,539 | $3.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.09% | Reduce -4.0% | 157,459 | $3.4M |
| Vista Capital Partners, Inc. | 0.41% | Reduce -0.2% | 156,895 | $3.4M |
| RFG Holdings, Inc. | 1.09% | Add +10.3% | 155,142 | $3.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -39.0% | 153,663 | $3.3M |
| Jackson Creek Investment Advisors LLC | 1.03% | Add +2.6% | 151,319 | $3.3M |
| Rooted Wealth Advisors, Inc. | 1.40% | Reduce -3.7% | 162,314 | $3.2M |
| CW Advisors, LLC | 0.04% | Reduce -2.7% | 149,940 | $3.2M |
| Cibc World Markets Corp. | 0.03% | Add +17.2% | 149,229 | $3.2M |
| Baird Financial Group, Inc. | 0.01% | Reduce -6.7% | 148,624 | $3.2M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -86.7% | 144,994 | $3.1M |
| SWS Partners | 1.01% | Reduce -1.2% | 142,835 | $3.1M |
| Perigon Wealth Management, LLC | 0.08% | Add +1.2% | 141,492 | $3.0M |
| Epiq Partners, LLC | 1.60% | Add +10.9% | 133,815 | $2.9M |
| LifePlan Investment Advisors, Inc. | 1.64% | Add +2.8% | 132,254 | $2.8M |
| Texas Yale Capital Corp. | 0.12% | Add +32.4% | 131,948 | $2.8M |
| Sachem Hill LLC | 0.56% | Reduce -3.0% | 131,741 | $2.8M |
| Financial Counselors Inc. | 0.04% | Reduce -0.8% | 130,837 | $2.8M |
| CoreCap Advisors, LLC | 0.12% | Add +445.7% | 130,079 | $2.8M |
| Royal Bank of Canada | 0.00% | Add +140.7% | 127,006 | $2.7M |
| Brooklyn FI, LLC | 0.84% | Add +5.4% | 126,711 | $2.7M |
| Glassy Mountain Advisors, Inc. | 0.96% | Add +7.5% | 126,269 | $2.7M |
| Pacific Capital Wealth Advisors, Inc. | 0.46% | No change | 124,294 | $2.7M |
| JMG Financial Group, Ltd. | 0.09% | Add +11.6% | 120,957 | $2.6M |
| Black Diamond Financial, LLC | 0.39% | Add +1.5% | 119,550 | $2.6M |
| Jane Street Group, LLC | 0.00% | Add +734.2% | 117,136 | $2.5M |
| Kohmann Bosshard Financial Services, LLC | 0.30% | Add +3.5% | 116,933 | $2.5M |
| Bank of America Corp. | 0.00% | Reduce -32.7% | 116,029 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | New | 112,330 | $2.4M |
| Sagace Wealth Management LLC | 1.80% | Add +0.4% | 110,752 | $2.4M |
| Fairview Capital Investment Management, LLC | 0.12% | Reduce -1.5% | 107,315 | $2.3M |
| Johnson Financial Group, LLC | 0.24% | Add +0.8% | 106,666 | $2.3M |
| Atlas Capital Advisors Inc. | 0.29% | Add +40.3% | 106,215 | $2.3M |
| Guardian Financial Partners, LLC | 1.09% | Add +14.4% | 106,153 | $2.3M |
| Koss-Olinger Consulting, LLC | 0.19% | Add +0.0% | 105,751 | $2.3M |
| Brio Consultants, LLC | 0.35% | Add +1.0% | 103,318 | $2.2M |
| Madden Advisory Services, Inc. | 1.02% | Add +1.4% | 102,233 | $2.2M |
| Ballast Advisors LLC | 0.70% | Add +1.2% | 102,214 | $2.2M |
| Geneos Wealth Management Inc. | 0.07% | Add +4.6% | 96,579 | $2.1M |
| Awm Capital, LLC | 0.24% | Reduce -3.7% | 95,659 | $2.1M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -1.4% | 95,252 | $2.0M |
| Cascade Financial Partners, LLC | 0.26% | Reduce -26.4% | 95,052 | $2.0M |
| Davis Capital Management | 1.59% | Add +0.3% | 92,537 | $2.0M |
| Mgo One Seven LLC | 0.08% | Add +22.3% | 91,719 | $2.0M |
| Patriot Investment Management Group, Inc. | 0.15% | Reduce -4.9% | 91,348 | $2.0M |
| HHM Wealth Advisors, LLC | 0.26% | Reduce -1.9% | 89,087 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Add +4.1% | 88,644 | $1.9M |
| Modera Wealth Management, LLC | 0.03% | Reduce -0.5% | 88,547 | $1.9M |
| MAI Capital Management | 0.01% | Reduce -5.7% | 85,414 | $1.8M |
| Landmark Wealth Management, LLC | 0.79% | Add +2.6% | 83,121 | $1.8M |
| Alaska Wealth Advisors, LLC | 0.28% | Add +4.5% | 82,382 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -19.7% | 80,887 | $1.7M |
| Choreo, LLC | 0.03% | Reduce -1.7% | 77,752 | $1.7M |
| Debussy Capital Management LP | 0.27% | Add +2.8% | 76,755 | $1.7M |
| Stockman Wealth Management, Inc. | 0.24% | Add +81.7% | 76,325 | $1.6M |
| Independent Solutions Wealth Management, LLC | 0.37% | Add +5.4% | 76,175 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.1% | 75,683 | $1.6M |
| FC Advisory LLC | 0.54% | Reduce -2.1% | 74,905 | $1.6M |
| Braun-Bostich & Associates Inc. | 1.18% | Add +1.6% | 74,437 | $1.6M |
| Trillium Asset Management, LLC | 0.04% | No change | 67,760 | $1.5M |
| Rockbridge Investment Management, LCC | 0.17% | Reduce -15.6% | 67,319 | $1.4M |
| Peterson Wealth Advisors, LLC | 0.28% | Reduce -9.3% | 73,575 | $1.4M |
| IFG Advisors, LLC | 0.27% | Reduce -2.7% | 64,512 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +0.1% | 64,139 | $1.4M |
| SeaCrest Wealth Management, LLC | 0.15% | Reduce -1.5% | 61,931 | $1.3M |
| Ramiah Investment Group | 1.27% | Reduce -12.6% | 61,683 | $1.3M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -71.1% | 61,028 | $1.3M |
| Empower Advisory Group, LLC | 0.00% | Add +5.2% | 60,655 | $1.3M |
| Tempus Wealth Planning, LLC | 0.39% | Add +6.9% | 60,384 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +14.1% | 60,323 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +14.1% | 60,323 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Reduce -7.9% | 59,739 | $1.3M |
| Greenleaf Trust | 0.01% | No change | 57,386 | $1.2M |
| Clearview Wealth Advisors LLC | 0.92% | Reduce -1.0% | 57,030 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -53.8% | 57,001 | $1.2M |
| Roble, Belko & Company, Inc | 0.19% | Add +5.7% | 56,139 | $1.2M |
| Breakwater Investment Management | 0.51% | Reduce -2.2% | 55,820 | $1.2M |
| Hexagon Capital Partners LLC | 0.23% | Add +11.5% | 55,677 | $1.2M |
| Lido Advisors, LLC | 0.01% | New | 55,303 | $1.2M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -9.2% | 55,929 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +3.3% | 54,107 | $1.2M |
| SGL Investment Advisors, Inc. | 0.60% | Add +18.3% | 54,231 | $1.1M |
| Wrenne Financial Planning LLC | 0.60% | Add +6.3% | 52,170 | $1.1M |
| Lederer & Associates Investment Counsel | 0.82% | Add +0.0% | 52,118 | $1.1M |
| Corient Private Wealth LP | 0.00% | Reduce -4.3% | 51,768 | $1.1M |
| Curbstone Financial Management Corp | 0.23% | Reduce -3.5% | 49,832 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -1.6% | 48,675 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.0% | 47,156 | $1.0M |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Reduce -11.8% | 47,067 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +21.7% | 46,143 | $993K |
| Bestgate Wealth Advisors, LLC | 2.05% | Reduce -13.8% | 46,046 | $990K |
| North Forty Two & Co. | 1.08% | No change | 45,428 | $977K |
| Stonegate Investment Group, LLC | 0.03% | No change | 45,250 | $973K |
| Winthrop Capital Management, LLC | 0.26% | Add +0.1% | 44,390 | $955K |
| Citigroup Inc. | 0.00% | Add +235.4% | 43,858 | $943K |
| Gradient Capital Advisors, LLC | 0.30% | Add +0.5% | 43,308 | $932K |
| Murphy & Mullick Capital Management Corp | 0.88% | Reduce -2.6% | 42,044 | $904K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -15.0% | 39,495 | $850K |
| Aletheian Wealth Advisors LLC | 0.48% | Reduce -1.3% | 39,484 | $849K |
| Russell Investments Group, Ltd. | 0.00% | Add +11249.6% | 38,929 | $837K |
| Walkner Condon Financial Advisors LLC | 0.17% | Add +0.9% | 38,844 | $835K |
| Capital Insight Partners, LLC | 0.14% | Reduce -15.0% | 37,209 | $800K |
| Stifel Financial Corp. | 0.00% | Reduce -2.2% | 37,006 | $796K |
| Watershed Private Wealth LLC | 0.32% | Reduce -7.9% | 36,828 | $792K |
| Forza Wealth Management, LLC | 0.35% | No change | 36,556 | $786K |
| Integral Investment Advisors, Inc. | 0.25% | Reduce -6.3% | 36,536 | $786K |
| Root Financial Partners, LLC | 0.08% | Add +6.3% | 36,227 | $779K |
| Parallel Advisors, LLC | 0.02% | Add +29.3% | 36,118 | $777K |
| Altfest L J & Co. Inc. | 0.10% | Add +29.1% | 35,928 | $773K |
| Private Advisor Group, LLC | 0.00% | Reduce -8.3% | 35,902 | $772K |
| Comprehensive Money Management Services LLC | 0.62% | Add +1.5% | 35,842 | $771K |
| Juncture Wealth Strategies, LLC | 0.30% | Add +21.5% | 35,718 | $768K |
| BCS Wealth Management | 0.20% | Reduce -4.1% | 35,402 | $762K |
| CreativeOne Wealth, LLC | 0.02% | Add +88.7% | 35,261 | $758K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +12.5% | 35,242 | $758K |
| Focus Financial Network, Inc. | 0.03% | Reduce -2.5% | 34,861 | $750K |
| Allworth Financial LP | 0.00% | Reduce -12.6% | 35,641 | $737K |
| Christensen, King & Associates Investment Services, Inc. | 0.35% | Reduce -4.2% | 34,549 | $737K |
| JFG Wealth Management, LLC | 0.17% | Reduce -12.9% | 34,172 | $735K |
| WealthShield Partners, LLC | 0.09% | Add +5.8% | 33,222 | $715K |
| Mission Wealth Management, LP | 0.02% | Reduce -12.9% | 33,212 | $714K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -83.0% | 32,729 | $704K |
| MML Investors Services, LLC | 0.00% | Add +2.8% | 32,670 | $703K |
| Waverly Advisors, LLC | 0.01% | Add +15.7% | 32,485 | $699K |
| Victory Financial Group, LLC | 0.13% | New | 32,060 | $693K |
| Wakefield Asset Management LLLP | 0.21% | Add +1.4% | 31,948 | $687K |
| Values Added Financial LLC | 0.38% | Reduce -2.0% | 31,810 | $684K |
| Roundview Capital LLC | 0.05% | Reduce -2.6% | 31,758 | $683K |
| Parkside Financial Bank & Trust | 0.09% | Add +28.6% | 31,556 | $679K |
| Bigelow Investment Advisors, LLC | 0.32% | Reduce -16.8% | 31,317 | $674K |
| IFP Advisors, Inc | 0.02% | Add +9.8% | 30,841 | $663K |
| M Wealth Management, LLC | 0.62% | Reduce -2.4% | 30,734 | $661K |
| Interactive Financial Advisors, Inc. | 0.35% | Reduce -4.2% | 30,598 | $658K |
| Evergreen Capital Management LLC | 0.02% | No change | 29,934 | $644K |
| Ritholtz Wealth Management | 0.02% | New | 29,874 | $643K |
| Cahill Financial Advisors Inc. | 0.09% | Add +0.3% | 29,841 | $642K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Reduce -40.6% | 29,344 | $631K |
| Certuity, LLC | 0.07% | Add +32.4% | 28,983 | $623K |
| Liberty Capital Management, Inc. | 0.14% | Add +2.9% | 28,517 | $613K |
| Yoder Wealth Management, Inc. | 0.34% | Add +2.6% | 28,274 | $608K |
| Vanguard Group Inc. | 0.00% | Add +0.0% | 27,479 | $591K |
| Captrust Financial Advisors | 0.00% | Add +8.1% | 27,459 | $591K |
| EWG Elevate Inc. | 0.22% | Reduce -3.7% | 27,076 | $582K |
| Foster Group, Inc. | 0.02% | Add +0.4% | 26,799 | $576K |
| Grey Fox Wealth Advisors, LLC | 0.15% | Reduce -1.9% | 26,037 | $560K |
| SigFig Wealth Management, LLC | 0.02% | Add +7.7% | 47,622 | $557K |
| Friedenthal Financial | 0.33% | Reduce -10.4% | 25,384 | $546K |
| Carrera Capital Advisors | 0.12% | Add +0.4% | 25,192 | $542K |
| Bailard, Inc. | 0.01% | Add +29.7% | 25,087 | $540K |
| Natixis | 0.00% | Add +0.0% | 24,462 | $525K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -69.0% | 24,159 | $520K |
| Lee Financial Co | 0.08% | Reduce -1.2% | 24,085 | $518K |
| Strategic Family Wealth Counselors, L.L.C. | 0.17% | Add +90.7% | 23,806 | $512K |
| Natixis Advisors, LLC | 0.00% | Add +5.2% | 23,803 | $512K |
| Aegis Wealth Management LLC | 0.30% | Reduce -2.0% | 23,621 | $508K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.12% | Reduce -9.2% | 23,517 | $506K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -4.0% | 23,369 | $503K |
| Lodestar Private Asset Management LLC | 0.06% | Reduce -1.7% | 23,317 | $502K |
| Elser Financial Planning, Inc | 0.69% | Reduce -0.3% | 23,093 | $497K |
| Human Investing LLC | 0.09% | Reduce -4.1% | 22,911 | $493K |
| Integrated Wealth Concepts LLC | 0.01% | Add +16.5% | 22,767 | $490K |
| Bank of New York Mellon Corp | 0.00% | Reduce -31.9% | 22,712 | $489K |
| Droms Strauss Advisors Inc. /Mo/ | 0.17% | Reduce -0.2% | 22,601 | $486K |
| Waterloo Capital, L.P. | 0.04% | Reduce -5.0% | 21,881 | $471K |
| Prospect Financial Group LLC | 0.59% | Add +0.8% | 21,663 | $466K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +5.2% | 21,415 | $461K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -89.1% | 21,265 | $457K |
| Luts & Greenleigh Group, Inc. | 0.45% | No change | 21,200 | $456K |
| Portland Financial Advisors Inc | 1.16% | Add +6.4% | 21,133 | $455K |
| REDW Wealth LLC | 0.17% | Reduce -54.6% | 20,925 | $450K |
| Atria Investments, Inc | 0.01% | Add +2.5% | 20,855 | $449K |
| Valued Wealth Advisors LLC | 0.27% | Reduce -0.8% | 20,760 | $447K |
| Cape Investment Advisory, Inc. | 0.18% | Add +0.4% | 20,678 | $445K |
| Providence First Trust Co | 0.18% | Add +20.2% | 20,666 | $445K |
| WT Wealth Management | 0.14% | Add +10.4% | 20,634 | $444K |
| Stableford Capital II LLC | 0.19% | Add +6.7% | 21,416 | $443K |
| Bluestem Financial Advisors, LLC | 0.21% | Add +0.1% | 20,536 | $442K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -27.9% | 20,510 | $441K |
| Bangor Savings Bank | 0.04% | Reduce -20.9% | 20,442 | $440K |
| Discipline Wealth Solutions, LLC | 0.21% | Add +0.5% | 20,439 | $440K |
| Everhart Financial Group, Inc. | 0.06% | Reduce -0.3% | 20,404 | $439K |
| Summit Financial Strategies, Inc. | 0.04% | Reduce -13.1% | 20,328 | $437K |
| WBH Advisory Inc. | 0.04% | Reduce -4.9% | 20,070 | $432K |
| JTC Employer Solutions Trustee Ltd | 0.04% | No change | 19,850 | $427K |
| Ariadne Wealth Management, LP | 0.22% | No change | 20,050 | $425K |
| Heritage Financial Services, LLC | 0.04% | Add +3.1% | 19,422 | $418K |
| Whelan Financial | 0.16% | Reduce -4.8% | 19,279 | $415K |
| Rakuten Investment Management, Inc. | 0.00% | — | 19,429 | $414K |
| Cordant, Inc. | 0.21% | Reduce -0.8% | 19,075 | $410K |
| IVC Wealth Advisors LLC | 0.22% | Add +0.7% | 18,812 | $405K |
| VSM Wealth Advisory, LLC | 0.15% | Reduce -14.7% | 18,802 | $404K |
| Commerce Bank | 0.00% | Reduce -5.3% | 18,799 | $404K |
| Bensler, LLC | 0.05% | Reduce -37.5% | 18,723 | $403K |
| Fonville Wealth Management LLC | 0.12% | Reduce -3.3% | 19,117 | $398K |
| Pinnacle Bancorp, Inc. | 0.13% | Reduce -0.3% | 18,326 | $394K |
| Marshall Financial Group Inc. | 0.12% | Reduce -88.0% | 17,928 | $386K |
| Calton & Associates, Inc. | 0.09% | New | 17,861 | $384K |
| Callan Capital, LLC | 0.03% | No change | 17,730 | $381K |
| Embree Financial Group | 0.06% | Reduce -16.0% | 17,540 | $377K |
| Greenwood Capital Associates LLC | 0.05% | Add +57.9% | 17,426 | $375K |
| Hardin Capital Partners, LLC | 0.23% | Reduce -4.6% | 17,381 | $374K |
| Pathstone Holdings, LLC | 0.00% | New | 17,360 | $372K |
| Western Wealth Management, LLC | 0.02% | Add +1.5% | 17,269 | $371K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -9.7% | 17,210 | $370K |
| Truist Financial Corp. | 0.00% | Reduce -38.9% | 17,204 | $370K |
| Laraway Financial Advisors Inc | 0.29% | Reduce -0.6% | 16,983 | $365K |
| Phocas Financial Corp. | 0.05% | No change | 16,411 | $353K |
| Websterrogers Financial Advisors, LLC | 0.12% | Add +2.3% | 16,302 | $351K |
| Medallion Wealth Advisors, LLC | 0.16% | Add +9.5% | 16,282 | $351K |
| Keystone Global Partners, LLC | 0.25% | — | 16,289 | $350K |
| OneAscent Financial Services LLC | 0.02% | Reduce -2.4% | 16,128 | $347K |
| PFG Advisors | 0.02% | Add +16.6% | 15,919 | $342K |
| Garde Capital, Inc. | 0.02% | Reduce -26.5% | 15,511 | $334K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +0.8% | 15,487 | $333K |
| Legacy Capital Wealth Partners, LLC | 0.08% | Add +3.6% | 14,937 | $321K |
| Alpha Omega Wealth Management LLC | 0.06% | Reduce -2.9% | 14,928 | $321K |
| Koshinski Asset Management, Inc. | 0.03% | Add +0.4% | 14,769 | $318K |
| NorthCoast Asset Management LLC | 0.00% | New | 14,562 | $313K |
| Sax Wealth Advisors, LLC | 0.02% | New | 14,504 | $312K |
| Allen Capital Group, LLC | 0.04% | Reduce -14.6% | 14,437 | $311K |
| Red Door Wealth Management, LLC | 0.05% | New | 14,375 | $309K |
| Cambridge Advisors Inc. | 0.07% | Add +0.0% | 13,844 | $298K |
| Thompson Investment Management, Inc. | 0.04% | Add +1.7% | 13,765 | $296K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +95.2% | 13,654 | $294K |
| Cobblestone Capital Advisors LLC | 0.02% | Reduce -23.0% | 13,495 | $290K |
| MIdWestOne Financial Group, Inc. | 0.04% | No change | 13,452 | $289K |
| Creative Financial Designs Inc. | 0.02% | Reduce -2.9% | 13,374 | $288K |
| Clearstead Advisors, LLC | 0.00% | Add +0.2% | 13,061 | $281K |
| Cwm, LLC | 0.00% | Add +10.6% | 12,851 | $276K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -3.6% | 12,790 | $275K |
| FF Advisors,LLC | 0.15% | Add +6.7% | 12,751 | $270K |
| Ascension Capital Advisors, Inc. | 0.12% | No change | 12,494 | $269K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 12,413 | $267K |
| Park Avenue Securities LLC | 0.00% | Reduce -1.3% | 12,295 | $264K |
| RFG Advisory, LLC | 0.01% | New | 12,070 | $260K |
| CAP Partners, LLC | 0.19% | Reduce -2.5% | 12,050 | $259K |
| Cypress Financial Planning LLC | 0.09% | Add +4.1% | 12,007 | $258K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -6.0% | 11,565 | $249K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -4.5% | 11,562 | $249K |
| Rialto Wealth Management, LLC | 0.08% | Add +0.3% | 11,532 | $248K |
| Trivium Point Advisory, LLC | 0.03% | New | 11,280 | $243K |
| Wealthspire Retirement, LLC | 0.02% | Add +0.5% | 11,243 | $242K |
| Fortress Wealth Management, Inc. | 0.12% | Add +0.8% | 11,178 | $240K |
| Mason Investment Advisory Services, Inc. | 0.01% | No change | 11,165 | $240K |
| EP Wealth Advisors, LLC | 0.00% | Add +23.2% | 10,966 | $236K |
| Comerica Bank | 0.00% | Reduce -31.6% | 10,889 | $234K |
| Brand Asset Management Group, Inc. | 0.10% | Reduce -8.7% | 10,860 | $234K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.4% | 10,741 | $231K |
| Skyline Advisors, Inc. | 0.09% | No change | 10,736 | $231K |
| Armor Investment Advisors, LLC | 0.10% | Reduce -0.8% | 10,733 | $231K |
| Bridgewater Advisors Inc. | 0.02% | New | 10,944 | $229K |
| Marotta Asset Management | 0.04% | New | 9,822 | $228K |
| CIBC Private Wealth Group LLC | 0.00% | Add +39.5% | 11,978 | $227K |
| Perissos Private Wealth Management, LLC | 0.20% | Reduce -38.8% | 10,423 | $224K |
| Lewis Asset Management, LLC | 0.18% | Add +6.3% | 10,359 | $223K |
| Brighton Jones LLC | 0.01% | Add +2.8% | 10,142 | $218K |
| IFG Advisory, LLC | 0.01% | New | 10,009 | $215K |
| Integrated Advisors Network LLC | 0.01% | Reduce -2.9% | 9,993 | $215K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Reduce -17.4% | 10,726 | $213K |
| United Capital Financial Advisors, LLC | 0.00% | New | 9,875 | $212K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -11.5% | 9,823 | $211K |
| Strategic Financial Services, Inc. | 0.01% | No change | 9,800 | $211K |
| Tanglewood Wealth Management, Inc. | 0.02% | No change | 9,596 | $206K |
| Savant Capital, LLC | 0.00% | Reduce -9.3% | 9,551 | $205K |
| Dodds Wealth, LLC | 0.07% | Add +0.0% | 9,533 | $205K |
| Emergent Wealth Advisors, LLC | 0.15% | Reduce -1.9% | 9,528 | $205K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.6% | 9,453 | $203K |
| Fifth Third Bancorp | 0.00% | Add +1.5% | 9,101 | $196K |
| Kestra Advisory Services, LLC | 0.00% | New | 8,898 | $191K |
| Clear Investment Research, LLC | 0.23% | No change | 8,117 | $175K |
| Larson Financial Group LLC | 0.01% | Reduce -6.9% | 7,742 | $167K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 7,473 | $161K |
| Whittier Trust Co. | 0.00% | No change | 7,144 | $154K |
| Smallwood Wealth Investment Management, LLC | 0.09% | New | 6,435 | $138K |
| MJT & Associates Financial Advisory Group, Inc. | 0.13% | — | 6,395 | $138K |
| Indiana Trust & Investment Management Co | 0.05% | No change | 6,203 | $133K |
| NorthRock Partners, LLC | 0.00% | Add +0.0% | 5,931 | $128K |
| Private Wealth Asset Management, LLC | 0.02% | — | 5,448 | $117K |
| AE Wealth Management LLC | 0.00% | Add +13.4% | 5,307 | $114K |
| Assetmark, Inc. | 0.00% | Add +72.9% | 5,299 | $114K |
| CENTRAL TRUST Co | 0.00% | Add +264.8% | 5,184 | $112K |
| Blair William & Co. | 0.00% | Add +17.4% | 4,430 | $95K |
| Sound Income Strategies, LLC | 0.01% | Add +58.3% | 4,408 | $95K |
| Front Row Advisors LLC | 0.03% | No change | 4,178 | $90K |
| Future Financial Wealth Managment LLC | 0.06% | No change | 3,900 | $84K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -0.2% | 3,858 | $83K |
| Capital Analysts, LLC | 0.00% | Reduce -0.1% | 3,655 | $79K |
| Blume Capital Management, Inc. | 0.02% | No change | 3,630 | $78K |
| Ancora Advisors LLC | 0.00% | Add +16.5% | 3,456 | $74K |
| JDM Financial Group LLC | 0.04% | No change | 3,448 | $74K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +235.7% | 3,196 | $69K |
| Citizens National Bank Trust Department | 0.01% | New | 3,023 | $65K |
| Bristlecone Advisors, LLC | 0.01% | Add +0.4% | 2,950 | $63K |
| Glenmede Trust Co. NA | 0.00% | New | 2,910 | $63K |
| Optimum Investment Advisors | 0.03% | Add +4.0% | 2,653 | $57K |
| SRH Advisors, LLC | 0.02% | Add +0.3% | 2,588 | $56K |
| Independence Bank of Kentucky | 0.01% | Add +2478.9% | 2,321 | $50K |
| Private Trust Co. NA | 0.01% | No change | 2,299 | $49K |
| West Oak Capital, LLC | 0.03% | No change | 2,226 | $48K |
| Harbour Investments, Inc. | 0.00% | Add +87.9% | 2,080 | $45K |
| Grey Ledge Advisors, LLC | 0.01% | New | 1,965 | $42K |
| CVA Family Office, LLC | 0.01% | Add +0.1% | 1,943 | $42K |
| Gables Capital Management Inc. | 0.02% | No change | 1,908 | $41K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +59.8% | 1,886 | $41K |
| AlphaCore Capital LLC | 0.00% | Add +1.6% | 1,822 | $39K |
| MeadowBrook Investment Advisors LLC | 0.04% | No change | 1,800 | $39K |
| Howe & Rusling Inc. | 0.00% | Add +196.8% | 1,594 | $34K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 1,536 | $33K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 1,499 | $32K |
| Covestor Ltd | 0.02% | Add +36.2% | 1,433 | $31K |
| Arax Advisory Partners | 0.00% | Add +32.9% | 1,425 | $31K |
| Signaturefd, LLC | 0.00% | Add +10.2% | 1,366 | $29K |
| NewEdge Advisors, LLC | 0.00% | Add +313.8% | 1,324 | $28K |
| Crewe Advisors LLC | 0.00% | No change | 1,280 | $28K |
| Wood Tarver Financial Group, LLC | 0.01% | No change | 1,277 | $27K |
| Eastern Bank | 0.00% | Add +22.9% | 1,229 | $26K |
| Asset Dedication, LLC | 0.00% | No change | 1,205 | $26K |
| Tompkins Financial Corp. | 0.00% | No change | 1,106 | $24K |
| Lanark Financial, Inc. | 0.00% | — | 1,102 | $23K |
| Birchbrook, Inc. | 0.01% | Add +0.5% | 1,037 | $22K |
| North Star Investment Management Corp. | 0.00% | Add +0.5% | 999 | $21K |
| Noble Wealth Management PBC | 0.01% | No change | 983 | $21K |
| Qube Research & Technologies Ltd | 0.00% | New | 948 | $20K |
| Sandy Spring Bank | 0.00% | Add +23.4% | 938 | $20K |
| Global Financial Private Client, LLC | 0.01% | No change | 930 | $20K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -74.1% | 879 | $19K |
| Fairway Wealth LLC | 0.01% | New | 870 | $19K |
| McIlrath & Eck, LLC | 0.00% | Add +9.0% | 869 | $19K |
| Sunbelt Securities, Inc. | 0.00% | Add +325.7% | 860 | $18K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 810 | $17K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 733 | $16K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.6% | 727 | $16K |
| Investors Research Corp | 0.00% | Reduce -18.9% | 719 | $15K |
| Highline Wealth Partners LLC | 0.01% | Add +738.8% | 713 | $15K |
| Continuum Advisory, LLC | 0.00% | Add +537.8% | 708 | $15K |
| Wagner Wealth Management, LLC | 0.00% | Add +10.4% | 678 | $15K |
| St Germain D J Co. Inc. | 0.00% | New | 675 | $15K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +0.1% | 662 | $14K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +0.5% | 632 | $14K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -42.5% | 621 | $13K |
| Spire Wealth Management | 0.00% | Reduce -19.1% | 572 | $12K |
| CX Institutional | 0.00% | New | 581 | $12K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 502 | $11K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 480 | $10K |
| Coldstream Capital Management Inc. | 0.00% | New | 473 | $10K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 456 | $10K |
| Westside Investment Management, Inc. | 0.00% | No change | 430 | $9K |
| Bellevue Asset Management, LLC | 0.00% | No change | 420 | $9K |
| Valley National Advisers Inc. | 0.00% | Reduce -0.2% | 453 | $9K |
| Towne Trust Company, N.A | 0.00% | No change | 412 | $9K |
| Aventura Private Wealth, LLC | 0.00% | No change | 382 | $8K |
| Key Financial Inc | 0.00% | Add +32.3% | 381 | $8K |
| Main Street Group, LTD | 0.00% | No change | 380 | $8K |
| Bfsg, LLC | 0.00% | Add +1.4% | 376 | $8K |
| Graybill Wealth Management, LTD. | 0.00% | — | 370 | $8K |
| Pillar Financial Advisors, LLC | 0.01% | No change | 365 | $8K |
| MCF Advisors LLC | 0.00% | Reduce -90.5% | 356 | $8K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 351 | $8K |
| Promus Capital, LLC | 0.01% | No change | 326 | $7K |
| Smithfield Trust Co | 0.00% | No change | 312 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Add +0.6% | 320 | $7K |
| GeoWealth Management, LLC | 0.00% | Add +0.6% | 320 | $7K |
| Barrett & Company, Inc. | 0.00% | No change | 300 | $6K |
| Delta Asset Management LLC | 0.00% | No change | 296 | $6K |
| Marquette Associates, Inc. | 0.01% | New | 293 | $6K |
| Abound Wealth Management | 0.00% | Add +0.3% | 290 | $6K |
| Hager Investment Management Services, LLC | 0.00% | New | 280 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +2690.0% | 279 | $6K |
| Lindbrook Capital, LLC | 0.00% | New | 265 | $6K |
| Financial Management Professionals, Inc. | 0.00% | Add +1525.0% | 260 | $6K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +157.4% | 260 | $6K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 257 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 250 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | Add +0.4% | 249 | $5K |
| Arlington Trust Co LLC | 0.00% | No change | 242 | $5K |
| Tsfg, LLC | 0.00% | No change | 228 | $5K |
| Bridge Generations Wealth Management LLC | 0.00% | Add +155.1% | 227 | $5K |
| Pflug Koory, LLC | 0.00% | No change | 224 | $5K |
| Horrell Capital Management, Inc. | 0.00% | No change | 220 | $5K |
| Bernard Wealth Management Corp. | 0.00% | New | 203 | $4K |
| Tidemark, LLC | 0.00% | Add +0.5% | 201 | $4K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | Add +0.5% | 189 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 185 | $4K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 184 | $4K |
| Transce3nd, LLC | 0.00% | New | 174 | $4K |
| Sachetta, LLC | 0.00% | Reduce -33.3% | 156 | $3K |
| First Horizon Advisors, Inc. | 0.00% | New | 141 | $3K |
| Archer Investment Corp | 0.00% | No change | 133 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 130 | $3K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | Add +12.0% | 121 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 120 | $3K |
| Costello Asset Management, INC | 0.00% | New | 119 | $3K |
| FSA Wealth Management LLC | 0.00% | No change | 114 | $2K |
| ORG Partners LLC | 0.00% | No change | 113 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 102 | $2K |
| Oakworth Capital, Inc. | 0.00% | New | 102 | $2K |
| Bank of Montreal | 0.00% | Reduce -96.1% | 102 | $2K |
| Sellwood Investment Partners LLC | 0.00% | No change | 96 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 96 | $2K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 90 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 86 | $2K |
| Atticus Wealth Management, LLC | 0.00% | Add +1.2% | 86 | $2K |
| Anfield Capital Management, LLC | 0.00% | No change | 85 | $2K |
| City State Bank | 0.00% | No change | 85 | $2K |
| Atmos Advisory, LLC | 0.00% | Add +16.4% | 78 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 70 | $2K |
| Salomon & Ludwin, LLC | 0.00% | No change | 67 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 67 | $1K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 64 | $1K |
| 1 North Wealth Services LLC | 0.00% | New | 63 | $1K |
| Greykasell Wealth Strategies, Inc. | 0.00% | New | 61 | $1K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 59 | $1K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -100.0% | 55 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 2 | $1K |
| MTM Investment Management, LLC | 0.00% | New | 39 | $840 |
| Kiker Wealth Management, LLC | 0.00% | New | 26 | $559 |
| Dunhill Financial, LLC | 0.00% | New | 26 | $559 |
| Rothschild Investment LLC | 0.00% | No change | 26 | $559 |
| FAS Wealth Partners, Inc. | 0.00% | No change | 24 | $519 |
| Robinswood Financial LLC | 0.00% | No change | 22 | $475 |
| Founders Financial Alliance, LLC | 0.00% | Reduce -92.4% | 22 | $473 |
| Center for Financial Planning, Inc. | 0.00% | New | 19 | $409 |
| Bokf, NA | 0.00% | New | 18 | $387 |
| Peachtree Investment Partners, LLC | 0.00% | No change | 15 | $324 |
| Smartleaf Asset Management LLC | 0.00% | Add +87.5% | 15 | $319 |
| Graney & King, LLC | 0.00% | No change | 13 | $288 |
| Maryland Capital Advisors Inc. | 0.00% | No change | 13 | $280 |
| Kozak & Associates, Inc. | 0.00% | New | 10 | $203 |
| Legacy Wealth Managment, LLC | 0.00% | New | 5 | $108 |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 4 | $86 |
| NewSquare Capital LLC | 0.00% | No change | 2 | $48 |
| Tucker Asset Management LLC | 0.00% | Reduce -50.0% | 2 | $43 |
| POM Investment Strategies, LLC | 0.00% | Reduce -100.0% | 1 | $15 |
| Avion Wealth | 0.00% | New | 20 | $0 |
"% of holder's portfolio" is SCHH's weight in each manager's 13F, not the share of Schwab US REIT ETF the manager owns.