Schwab US REIT ETFSCHHETF
13F holders, Q2 2025 (June 30)517holders +9
55new positions
48sold out
3famous investors
$21.16avg. 13F price*
At the end of Q2 2025, 517 institutions reported holding Schwab US REIT ETF (SCHH) in their 13F filings, up 9 from Q1 2025. 55 opened new positions and 48 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.2B), US Bancorp \de ($646.3M) and FMR LLC ($559.1M). 3 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Schwab US REIT ETF
- CUSIP
- 808524847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $27.1M |
| Exits | 48 | $59.9M |
All 13F filers, Q1 2025 → Q2 2025: 6,502,579 shares bought and 6,447,120 shares sold, net +55,459 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 517 holders
| Financial Engines Advisors L.L.C. | 2.34% | Add +2.5% | 55,517,741 | $1.2B |
| US Bancorp \de | 0.81% | Add +2.4% | 30,541,227 | $646.3M |
| FMR LLC | 0.03% | Add +1.2% | 26,423,217 | $559.1M |
| Creative Planning | 0.41% | Reduce -3.3% | 22,634,627 | $478.9M |
| Envestnet Portfolio Solutions, Inc. | 0.61% | Add +5.2% | 7,866,902 | $166.5M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +2.6% | 7,856,664 | $166.2M |
| Cerity Partners LLC | 0.10% | Reduce -2.6% | 2,650,816 | $56.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.7% | 1,621,005 | $34.3M |
| Benjamin Edwards Inc. | 0.42% | Add +3.9% | 1,562,239 | $33.1M |
| Rational Advisors, Inc. | 3.41% | Reduce -12.5% | 1,550,514 | $32.8M |
| Mason Street Advisors, LLC | 3.68% | No change | 1,486,000 | $31.4M |
| Charles Schwab Trust Co | 1.90% | Reduce -1.4% | 1,196,513 | $25.3M |
| BlackRock, Inc. | 0.00% | Add +54.2% | 1,190,343 | $25.2M |
| Morningstar Investment Management LLC | 2.20% | Add +6.3% | 1,187,440 | $25.1M |
| Moneta Group Investment Advisors LLC | 0.29% | Add +3.7% | 1,159,031 | $24.5M |
| M&T Bank Corp | 0.08% | Reduce -0.0% | 1,046,400 | $22.1M |
| Foster & Motley Inc. | 1.17% | Add +3.7% | 954,619 | $20.2M |
| BlueSky Wealth Advisors, LLC | 2.85% | Add +5.9% | 925,957 | $19.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.0% | 903,722 | $19.1M |
| Hantz Financial Services, Inc. | 0.29% | Reduce -0.7% | 836,067 | $17.7M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -4.0% | 788,285 | $16.7M |
| ZynergyRetirementPlanningLLC | 10.35% | Add +5.6% | 729,453 | $15.4M |
| Wealthfront Advisers LLC | 0.04% | Add +5.0% | 665,432 | $14.1M |
| Betterment LLC | 0.03% | Add +5.1% | 633,937 | $13.4M |
| Pioneer Wealth Management Group | 4.81% | Add +8.8% | 612,777 | $13.0M |
| Pure Portfolios Holdings LLC | 4.22% | Reduce -2.2% | 588,659 | $12.5M |
| Focus Partners Wealth | 0.03% | Add +81.5% | 560,178 | $11.9M |
| Tortoise Investment Management, LLC | 1.05% | Reduce -2.9% | 520,883 | $11.0M |
| Principal Securities, Inc. | 0.20% | Add +11.2% | 493,298 | $10.4M |
| Courage Miller Partners, LLC | 3.24% | Add +6.1% | 483,252 | $10.2M |
| Strategic Financial Planning, Inc. | 5.99% | Add +2.9% | 454,559 | $9.6M |
| Jackson Thornton Wealth Management, LLC | 1.09% | Reduce -2.7% | 448,447 | $9.5M |
| Firestone Capital Management | 2.16% | Reduce -2.0% | 433,000 | $9.2M |
| Mariner, LLC | 0.01% | Reduce -0.3% | 412,061 | $8.7M |
| Tudor Investment Corporation | 0.06% | New | 402,763 | $8.5M |
| Christopher J. Hasenberg, Inc | 3.16% | New | 401,402 | $8.5M |
| Wealth Management Resources, Inc. | 2.82% | Add +6.5% | 390,304 | $8.3M |
| UBS Group AG | 0.00% | Add +1.2% | 389,227 | $8.2M |
| Wells Fargo & Company | 0.00% | Add +7.1% | 386,183 | $8.2M |
| Krilogy Financial LLC | 0.47% | Add +3.2% | 383,124 | $8.1M |
| Vise Technologies, Inc. | 0.33% | — | 381,474 | $8.1M |
| Brown Wealth Management, LLC | 2.37% | Reduce -1.9% | 360,476 | $7.6M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -0.1% | 348,237 | $7.4M |
| Elm Partners Management LLC | 0.42% | Reduce -28.1% | 345,732 | $7.3M |
| Vista Capital Partners, Inc. | 0.78% | Add +114.9% | 337,166 | $7.1M |
| Sensible Financial Planning & Management, LLC. | 1.34% | Reduce -6.1% | 333,901 | $7.1M |
| BNP Paribas Financial Markets | 0.01% | Reduce -70.4% | 333,356 | $7.1M |
| Neuberger Berman Group LLC | 0.01% | No change | 331,000 | $7.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -8.9% | 324,547 | $6.9M |
| Grove Bank & Trust | 0.85% | Add +85.1% | 320,589 | $6.8M |
| National Bank of Canada | 0.01% | Add +9.8% | 312,068 | $6.6M |
| Avior Wealth Management, LLC | 0.23% | Add +4.0% | 309,388 | $6.5M |
| LPL Financial LLC | 0.00% | Reduce -2.1% | 279,776 | $5.9M |
| Jones Financial Companies LLLP | 0.00% | Add +7.5% | 279,388 | $5.9M |
| Passive Capital Management, LLC. | 1.78% | Add +5.9% | 269,253 | $5.7M |
| Morgan Stanley | 0.00% | Add +9.3% | 258,501 | $5.5M |
| WealthCollab, LLC | 3.04% | Add +0.3% | 255,607 | $5.4M |
| White & Co Financial Planning Inc | 4.17% | Add +1.0% | 248,468 | $5.2M |
| Manning & Napier Advisors LLC | 0.06% | Add +1.2% | 226,848 | $4.8M |
| Asset Allocation Strategies LLC | 1.05% | Add +12.5% | 224,992 | $4.8M |
| Upper Left Wealth Management, LLC | 3.07% | Reduce -3.3% | 217,758 | $4.6M |
| Cetera Investment Advisers | 0.01% | Add +5.0% | 212,355 | $4.5M |
| Appleton Partners Inc. | 0.31% | Add +0.5% | 207,261 | $4.4M |
| Omega Financial Group, LLC | 1.52% | Reduce -3.3% | 198,979 | $4.2M |
| Pure Financial Advisors, LLC | 0.07% | Add +6.3% | 198,592 | $4.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -70.1% | 194,373 | $4.1M |
| Elevation Wealth Partners, LLC | 1.61% | Add +2.9% | 192,940 | $4.1M |
| Frisco Financial Planning LLC | 3.57% | Add +1.5% | 185,433 | $3.9M |
| Moisand Fitzgerald Tamayo, LLC | 0.49% | Reduce -15.3% | 183,863 | $3.9M |
| Fiduciary Alliance LLC | 0.29% | Reduce -2.9% | 181,777 | $3.8M |
| Stratos Wealth Advisors, LLC | 0.20% | Reduce -31.7% | 177,149 | $3.7M |
| Cypress Point Wealth Management, LLC | 0.91% | Add +5.7% | 176,210 | $3.7M |
| HighTower Advisors, LLC | 0.00% | Add +4.6% | 175,795 | $3.7M |
| Baird Financial Group, Inc. | 0.01% | Add +16.8% | 173,551 | $3.7M |
| Rooted Wealth Advisors, Inc. | 1.27% | Add +6.1% | 172,208 | $3.7M |
| Smith, Moore & Co. | 0.30% | Reduce -0.9% | 170,157 | $3.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.08% | Add +3.4% | 162,883 | $3.4M |
| RFG Holdings, Inc. | 0.97% | Add +1.7% | 157,750 | $3.3M |
| Brooklyn FI, LLC | 0.85% | Add +24.2% | 157,389 | $3.3M |
| CW Advisors, LLC | 0.03% | Add +1.1% | 151,668 | $3.2M |
| Jackson Creek Investment Advisors LLC | 0.85% | Reduce -1.1% | 149,694 | $3.2M |
| Epiq Partners, LLC | 1.67% | Add +11.0% | 148,515 | $3.1M |
| SWS Partners | 0.82% | Add +0.7% | 143,792 | $3.0M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -0.8% | 140,348 | $3.0M |
| CoreCap Advisors, LLC | 0.12% | Add +7.6% | 139,973 | $3.0M |
| Texas Yale Capital Corp. | 0.10% | Add +5.3% | 138,971 | $2.9M |
| Cibc World Markets Corp. | 0.02% | Reduce -8.3% | 136,890 | $2.9M |
| LifePlan Investment Advisors, Inc. | 1.39% | Add +0.3% | 132,596 | $2.8M |
| Midwest Trust Co | 0.04% | — | 130,837 | $2.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -14.9% | 130,694 | $2.8M |
| Glassy Mountain Advisors, Inc. | 0.87% | Add +0.7% | 127,119 | $2.7M |
| Guardian Financial Partners, LLC | 1.16% | Add +15.3% | 122,349 | $2.6M |
| Sachem Hill LLC | 0.53% | Reduce -7.3% | 122,184 | $2.6M |
| JMG Financial Group, Ltd. | 0.08% | Add +0.9% | 122,020 | $2.6M |
| Kohmann Bosshard Financial Services, LLC | 0.29% | Add +4.1% | 121,679 | $2.6M |
| Bank of America Corp. | 0.00% | Add +3.0% | 119,519 | $2.5M |
| Pacific Capital Wealth Advisors, Inc. | 0.46% | Reduce -5.0% | 118,138 | $2.5M |
| Sagace Wealth Management LLC | 1.83% | Add +4.2% | 115,418 | $2.4M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -23.0% | 111,594 | $2.4M |
| Fairview Capital Investment Management, LLC | 0.12% | Reduce -0.5% | 106,765 | $2.3M |
| Koss-Olinger Consulting, LLC | 0.18% | Reduce -0.2% | 105,540 | $2.2M |
| Madden Advisory Services, Inc. | 0.95% | Add +3.0% | 105,325 | $2.2M |
| Ballast Advisors LLC | 0.64% | Add +1.0% | 103,271 | $2.2M |
| Brio Consultants, LLC | 0.30% | Reduce -4.5% | 98,645 | $2.1M |
| D. E. Shaw & Co. | 0.00% | Reduce -59.2% | 97,526 | $2.1M |
| Mgo One Seven LLC | 0.07% | Add +4.5% | 95,820 | $2.0M |
| Awm Capital, LLC | 0.21% | No change | 95,659 | $2.0M |
| Cascade Financial Partners, LLC | 0.24% | Reduce -2.0% | 93,169 | $2.0M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -3.6% | 93,095 | $2.0M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -2.8% | 92,612 | $2.0M |
| FC Advisory LLC | 0.60% | Add +22.4% | 91,680 | $1.9M |
| Patriot Investment Management Group, Inc. | 0.13% | Reduce -1.1% | 90,368 | $1.9M |
| Modera Wealth Management, LLC | 0.02% | Reduce -0.0% | 88,535 | $1.9M |
| HHM Wealth Advisors, LLC | 0.22% | Reduce -3.7% | 85,772 | $1.8M |
| Johnson Financial Group, LLC | 0.17% | Reduce -19.7% | 85,667 | $1.8M |
| MAI Capital Management | 0.01% | Reduce -0.1% | 85,372 | $1.8M |
| Landmark Wealth Management, LLC | 0.76% | Add +1.2% | 84,102 | $1.8M |
| Black Diamond Financial, LLC | 0.27% | Reduce -31.6% | 81,784 | $1.7M |
| Alaska Wealth Advisors, LLC | 0.25% | Reduce -1.4% | 81,259 | $1.7M |
| Independent Solutions Wealth Management, LLC | 0.34% | Add +6.6% | 81,188 | $1.7M |
| Summit Financial, LLC | 0.04% | New | 80,060 | $1.7M |
| Stockman Wealth Management, Inc. | 0.23% | Add +3.2% | 78,795 | $1.7M |
| Debussy Capital Management LP | 0.24% | Reduce -0.4% | 76,436 | $1.6M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -6.1% | 75,967 | $1.6M |
| Peterson Wealth Advisors, LLC | 0.26% | Add +2.8% | 75,618 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.2% | 73,253 | $1.6M |
| Braun-Bostich & Associates Inc. | 1.02% | Reduce -5.1% | 70,630 | $1.5M |
| Carter Financial Group, INC. | 0.96% | — | 69,364 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -38.8% | 68,769 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +12.9% | 68,102 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +39.1% | 67,726 | $1.4M |
| Wrenne Financial Planning LLC | 0.67% | Add +29.3% | 67,443 | $1.4M |
| Trillium Asset Management, LLC | 0.04% | Reduce -0.7% | 67,289 | $1.4M |
| Bleakley Financial Group, LLC | 0.04% | New | 66,858 | $1.4M |
| Choreo, LLC | 0.02% | Reduce -15.6% | 65,592 | $1.4M |
| Ramiah Investment Group | 1.48% | Add +5.4% | 65,027 | $1.4M |
| Tempus Wealth Planning, LLC | 0.34% | Add +7.2% | 64,742 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +13.5% | 64,709 | $1.4M |
| Rockbridge Investment Management, LCC | 0.15% | Reduce -4.0% | 64,626 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.5% | 63,821 | $1.4M |
| Empower Advisory Group, LLC | 0.00% | Add +3.6% | 62,823 | $1.3M |
| SGL Investment Advisors, Inc. | 0.64% | Add +14.9% | 62,330 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Add +1.7% | 60,777 | $1.3M |
| IFG Advisors, LLC | 0.21% | Reduce -7.0% | 60,031 | $1.3M |
| SeaCrest Wealth Management, LLC | 0.14% | Reduce -3.2% | 59,960 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.10% | Add +10.0% | 59,518 | $1.3M |
| Clearview Wealth Advisors LLC | 0.85% | Add +1.2% | 57,696 | $1.2M |
| Breakwater Investment Management | 0.47% | Add +2.8% | 57,358 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +21.4% | 57,258 | $1.2M |
| Hexagon Capital Partners LLC | 0.27% | Add +1.8% | 56,688 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -56.8% | 54,918 | $1.2M |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -8.0% | 51,450 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +1.7% | 52,652 | $1.1M |
| Lederer & Associates Investment Counsel | 0.72% | Reduce -0.7% | 51,759 | $1.1M |
| Atlas Capital Advisors Inc. | 0.13% | Reduce -53.4% | 49,519 | $1.0M |
| Curbstone Financial Management Corp | 0.21% | Reduce -1.0% | 49,332 | $1.0M |
| Stark Wealth Management LLC | 1.45% | New | 49,676 | $1.0M |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Add +0.2% | 47,151 | $998K |
| SigFig Wealth Management, LLC | 0.03% | Reduce -0.8% | 47,265 | $992K |
| Bestgate Wealth Advisors, LLC | 2.05% | No change | 46,046 | $990K |
| Stonegate Investment Group, LLC | 0.02% | No change | 45,250 | $957K |
| North Forty Two & Co. | 1.02% | Reduce -0.4% | 45,236 | $957K |
| CreativeOne Wealth, LLC | 0.02% | Add +27.4% | 44,912 | $950K |
| Gradient Capital Advisors, LLC | 0.27% | Reduce -0.6% | 43,047 | $911K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.4% | 42,745 | $904K |
| Winthrop Capital Management, LLC | 0.23% | Reduce -5.1% | 42,110 | $891K |
| Murphy & Mullick Capital Management Corp | 0.71% | Reduce -0.9% | 41,674 | $876K |
| Stifel Financial Corp. | 0.00% | Add +10.9% | 41,035 | $868K |
| BCS Wealth Management | 0.19% | Add +14.8% | 40,638 | $860K |
| Aletheian Wealth Advisors LLC | 0.42% | Add +2.8% | 40,588 | $859K |
| Russell Investments Group, Ltd. | 0.00% | Add +3.9% | 40,457 | $856K |
| Jane Street Group, LLC | 0.00% | Reduce -66.4% | 39,399 | $834K |
| Comprehensive Money Management Services LLC | 0.62% | Add +8.3% | 38,834 | $822K |
| Roble, Belko & Company, Inc | 0.12% | Reduce -31.0% | 38,714 | $819K |
| Fund Evaluation Group, LLC | 0.03% | New | 38,294 | $810K |
| Parkside Financial Bank & Trust | 0.09% | Add +20.2% | 37,928 | $803K |
| Forza Wealth Management, LLC | 0.32% | No change | 36,556 | $774K |
| IFP Advisors, Inc | 0.02% | Add +17.2% | 36,154 | $765K |
| Altfest L J & Co. Inc. | 0.09% | Add +0.1% | 35,960 | $761K |
| Integral Investment Advisors, Inc. | 0.22% | Reduce -1.6% | 35,957 | $761K |
| Capital Insight Partners, LLC | 0.13% | Reduce -3.8% | 35,803 | $758K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.2% | 35,483 | $751K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +17.7% | 34,526 | $731K |
| Christensen, King & Associates Investment Services, Inc. | 0.33% | Reduce -0.7% | 34,318 | $726K |
| Kingsview Wealth Management, LLC | 0.01% | Add +4.1% | 34,060 | $721K |
| WealthShield Partners, LLC | 0.09% | Add +1.9% | 33,854 | $716K |
| Juncture Wealth Strategies, LLC | 0.25% | Reduce -5.7% | 33,678 | $713K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -45.1% | 33,503 | $709K |
| Focus Financial Network, Inc. | 0.03% | Reduce -4.9% | 33,164 | $702K |
| Mission Wealth Management, LP | 0.02% | Reduce -0.4% | 33,094 | $700K |
| Walkner Condon Financial Advisors LLC | 0.13% | Reduce -15.5% | 32,829 | $695K |
| Wakefield Asset Management LLLP | 0.19% | Add +2.6% | 32,780 | $694K |
| Victory Financial Group, LLC | 0.11% | Add +1.1% | 32,422 | $686K |
| JFG Wealth Management, LLC | 0.14% | Reduce -5.4% | 32,330 | $684K |
| MML Investors Services, LLC | 0.00% | Reduce -1.7% | 32,118 | $680K |
| Roundview Capital LLC | 0.05% | Add +0.4% | 31,892 | $675K |
| Bigelow Investment Advisors, LLC | 0.30% | Add +1.5% | 31,775 | $672K |
| Foster Group, Inc. | 0.02% | Add +16.6% | 31,258 | $661K |
| Interactive Financial Advisors, Inc. | 0.32% | Add +2.1% | 31,230 | $661K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -11.6% | 31,150 | $659K |
| Certuity, LLC | 0.06% | Add +6.8% | 30,948 | $655K |
| M Wealth Management, LLC | 0.60% | No change | 30,734 | $650K |
| Evergreen Capital Management LLC | 0.02% | Add +0.1% | 29,949 | $634K |
| Liberty Capital Management, Inc. | 0.13% | Add +4.5% | 29,789 | $630K |
| Yoder Wealth Management, Inc. | 0.32% | Add +3.1% | 29,162 | $617K |
| Waverly Advisors, LLC | 0.01% | Reduce -10.7% | 29,001 | $614K |
| Tanglewood Wealth Management, Inc. | 0.06% | Add +197.1% | 28,507 | $603K |
| Droms Strauss Advisors Inc. /Mo/ | 0.18% | Add +25.9% | 28,467 | $602K |
| Parallel Advisors, LLC | 0.01% | Reduce -21.5% | 28,353 | $600K |
| Values Added Financial LLC | 0.29% | Reduce -11.3% | 28,221 | $597K |
| Everhart Financial Group, Inc. | 0.07% | Add +35.4% | 27,624 | $585K |
| Vanguard Group Inc. | 0.00% | Reduce -0.2% | 27,429 | $580K |
| Cahill Financial Advisors Inc. | 0.07% | Reduce -8.8% | 27,199 | $576K |
| Valued Wealth Advisors LLC | 0.30% | Add +30.8% | 27,149 | $574K |
| Captrust Financial Advisors | 0.00% | Reduce -1.7% | 26,983 | $571K |
| Integrated Wealth Concepts LLC | 0.01% | Add +16.5% | 26,518 | $561K |
| Cape Investment Advisory, Inc. | 0.20% | Add +28.2% | 26,515 | $561K |
| EWG Elevate Inc. | 0.17% | Reduce -3.3% | 26,194 | $554K |
| Allworth Financial LP | 0.00% | Reduce -27.3% | 25,925 | $549K |
| Prospect Financial Group LLC | 0.57% | Add +19.1% | 25,795 | $546K |
| Carrera Capital Advisors | 0.11% | Add +0.7% | 25,372 | $537K |
| Human Investing LLC | 0.08% | Add +9.8% | 25,157 | $532K |
| Friedenthal Financial | 0.29% | Reduce -1.1% | 25,116 | $531K |
| Grey Fox Wealth Advisors, LLC | 0.12% | Reduce -6.0% | 24,465 | $518K |
| Lodestar Private Asset Management LLC | 0.06% | Add +3.6% | 24,169 | $511K |
| Watershed Private Wealth LLC | 0.19% | Reduce -34.5% | 24,124 | $510K |
| Strategic Family Wealth Counselors, L.L.C. | 0.14% | Add +0.9% | 24,021 | $508K |
| Aegis Wealth Management LLC | 0.30% | No change | 23,621 | $508K |
| Bailard, Inc. | 0.01% | Reduce -4.4% | 23,974 | $507K |
| Natixis Advisors, LLC | 0.00% | Reduce -0.4% | 23,715 | $502K |
| Summit Financial Strategies, Inc. | 0.05% | Add +15.2% | 23,412 | $495K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -0.1% | 23,346 | $494K |
| Commerce Bank | 0.00% | Add +23.4% | 23,191 | $491K |
| Lee Financial Co | 0.07% | Reduce -4.7% | 22,946 | $486K |
| Bank of New York Mellon Corp | 0.00% | Add +0.7% | 22,868 | $484K |
| Natixis | 0.00% | Reduce -5.4% | 23,131 | $483K |
| Bluestem Financial Advisors, LLC | 0.21% | Add +10.9% | 22,779 | $482K |
| Elser Financial Planning, Inc | 0.60% | Reduce -1.6% | 22,728 | $481K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.10% | Reduce -3.4% | 22,716 | $481K |
| Goldman Sachs Group Inc. | 0.00% | Add +6.4% | 22,630 | $479K |
| Medallion Wealth Advisors, LLC | 0.18% | Add +35.1% | 21,990 | $468K |
| WT Wealth Management | 0.14% | Add +6.4% | 21,961 | $465K |
| Stableford Capital II LLC | 0.17% | No change | 21,416 | $464K |
| Waterloo Capital, L.P. | 0.04% | Reduce -0.1% | 21,855 | $462K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.5% | 21,519 | $459K |
| Root Financial Partners, LLC | 0.04% | Reduce -40.9% | 21,407 | $453K |
| Luts & Greenleigh Group, Inc. | 0.43% | No change | 21,200 | $449K |
| Kestra Advisory Services, LLC | 0.00% | Add +137.9% | 21,172 | $448K |
| Portland Financial Advisors Inc | 1.07% | Reduce -0.6% | 21,000 | $444K |
| Atria Investments, Inc | 0.01% | Add +0.3% | 20,915 | $443K |
| NorthCoast Asset Management LLC | 0.00% | Add +42.0% | 20,676 | $438K |
| Providence First Trust Co | 0.15% | No change | 20,666 | $437K |
| Discipline Wealth Solutions, LLC | 0.17% | Add +0.8% | 20,593 | $436K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -0.4% | 20,427 | $432K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +64.3% | 20,389 | $431K |
| AlphaCore Capital LLC | 0.02% | Add +1012.6% | 20,272 | $429K |
| Citigroup Inc. | 0.00% | Reduce -53.9% | 20,231 | $428K |
| Bangor Savings Bank | 0.04% | Reduce -3.0% | 19,819 | $419K |
| JTC Employer Solutions Trustee Ltd | 0.04% | No change | 19,850 | $419K |
| IVC Wealth Advisors LLC | 0.20% | Add +4.6% | 19,671 | $416K |
| Nwam LLC | 0.02% | New | 19,375 | $410K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -51.2% | 19,269 | $408K |
| WBH Advisory Inc. | 0.03% | Reduce -4.0% | 19,260 | $408K |
| Fonville Wealth Management LLC | 0.10% | Add +0.1% | 19,129 | $405K |
| Cordant, Inc. | 0.19% | Reduce -0.5% | 18,990 | $402K |
| Whelan Financial | 0.14% | Reduce -3.7% | 18,558 | $393K |
| Heritage Financial Services, LLC | 0.04% | Reduce -4.5% | 18,538 | $392K |
| Fort Point Capital Partners LLC | 0.04% | New | 18,302 | $387K |
| Calton & Associates, Inc. | 0.07% | Reduce -0.3% | 17,811 | $377K |
| Integrated Advisors Network LLC | 0.02% | Add +77.8% | 17,764 | $376K |
| VSM Wealth Advisory, LLC | 0.12% | Reduce -6.2% | 17,629 | $373K |
| Hardin Capital Partners, LLC | 0.22% | Add +0.3% | 17,424 | $371K |
| Embree Financial Group | 0.06% | Reduce -1.1% | 17,346 | $367K |
| Pinnacle Bancorp, Inc. | 0.11% | Reduce -5.4% | 17,344 | $367K |
| Greenwood Capital Associates LLC | 0.04% | Reduce -2.0% | 17,084 | $361K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -29.6% | 17,007 | $360K |
| Laraway Financial Advisors Inc | 0.27% | Add +0.0% | 16,986 | $359K |
| Western Wealth Management, LLC | 0.02% | Reduce -1.9% | 16,948 | $359K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -1.6% | 16,932 | $358K |
| Truist Financial Corp. | 0.00% | Reduce -1.9% | 16,872 | $357K |
| Phocas Financial Corp. | 0.05% | No change | 16,411 | $347K |
| Keystone Global Partners, LLC | 0.19% | Reduce -0.0% | 16,288 | $345K |
| Grey Ledge Advisors, LLC | 0.08% | Add +516.0% | 12,104 | $341K |
| Strata Wealth Advisors, LLC | 0.09% | New | 15,819 | $335K |
| Advantage Trust Co | 0.16% | New | 15,740 | $333K |
| OneAscent Financial Services LLC | 0.02% | Reduce -2.7% | 15,696 | $332K |
| Savant Capital, LLC | 0.00% | Add +59.9% | 15,275 | $323K |
| Creative Financial Designs Inc. | 0.02% | Add +12.7% | 15,071 | $319K |
| Ariadne Wealth Management, LP | 0.15% | Reduce -25.4% | 14,950 | $315K |
| Koshinski Asset Management, Inc. | 0.02% | Add +0.3% | 14,815 | $313K |
| Thompson Investment Management, Inc. | 0.04% | Add +6.8% | 14,701 | $311K |
| Legacy Capital Wealth Partners, LLC | 0.07% | Reduce -2.4% | 14,584 | $309K |
| Websterrogers Financial Advisors, LLC | 0.10% | Reduce -10.6% | 14,570 | $308K |
| Sanctuary Advisors, LLC | 0.00% | Add +13.6% | 14,529 | $307K |
| Alpha Omega Wealth Management LLC | 0.05% | Reduce -2.9% | 14,499 | $307K |
| Red Door Wealth Management, LLC | 0.04% | Reduce -0.1% | 14,354 | $304K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -1.7% | 14,258 | $302K |
| Cambridge Advisors Inc. | 0.06% | Add +0.0% | 13,849 | $293K |
| Two Sigma Securities, LLC | 0.04% | New | 13,662 | $289K |
| Allen Capital Group, LLC | 0.03% | Reduce -6.5% | 13,492 | $285K |
| Cypress Financial Planning LLC | 0.09% | Add +6.7% | 12,814 | $271K |
| FF Advisors,LLC | 0.14% | No change | 12,751 | $270K |
| Hillcrest Wealth Advisors - NY, LLC | 0.13% | New | 12,675 | $268K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | New | 12,658 | $268K |
| Cobblestone Capital Advisors LLC | 0.01% | Reduce -6.3% | 12,640 | $267K |
| Rialto Wealth Management, LLC | 0.07% | Add +9.3% | 12,607 | $267K |
| REDW Wealth LLC | 0.10% | Reduce -40.7% | 12,401 | $262K |
| Garde Capital, Inc. | 0.01% | Reduce -20.1% | 12,396 | $262K |
| Cwm, LLC | 0.00% | Reduce -7.3% | 11,907 | $252K |
| AQR Capital Management | 0.00% | New | 11,838 | $250K |
| Aurora Investment Managers, LLC. | 0.15% | New | 11,781 | $249K |
| Regal Partners Ltd | 0.02% | New | 11,651 | $247K |
| Family Legacy Financial Solutions, LLC | 0.21% | — | 11,623 | $246K |
| CAP Partners, LLC | 0.15% | Reduce -4.0% | 11,563 | $245K |
| Trivium Point Advisory, LLC | 0.03% | Add +1.8% | 11,479 | $243K |
| Bensler, LLC | 0.03% | Reduce -38.8% | 11,457 | $242K |
| Meridian Wealth Management, LLC | 0.01% | New | 11,424 | $242K |
| Pine Haven Investment Counsel, Inc | 0.19% | New | 11,341 | $240K |
| IFG Advisory, LLC | 0.01% | Add +13.3% | 11,336 | $240K |
| Moss Adams Wealth Advisors LLC | 0.02% | New | 11,307 | $239K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -2.3% | 11,296 | $239K |
| Ascension Capital Advisors, Inc. | 0.10% | Reduce -10.0% | 11,244 | $238K |
| Bridgewater Advisors Inc. | 0.02% | Add +0.0% | 10,948 | $236K |
| Mason Investment Advisory Services, Inc. | 0.01% | No change | 11,165 | $236K |
| Fortress Wealth Management, Inc. | 0.11% | Reduce -0.8% | 11,083 | $235K |
| CENTRAL TRUST Co | 0.01% | Add +112.9% | 11,039 | $234K |
| Park Avenue Securities LLC | 0.00% | Reduce -11.0% | 10,944 | $232K |
| Lewis Asset Management, LLC | 0.11% | Add +3.8% | 10,757 | $228K |
| Skyline Advisors, Inc. | 0.08% | No change | 10,736 | $227K |
| Brighton Jones LLC | 0.01% | Add +3.9% | 10,535 | $223K |
| Perissos Private Wealth Management, LLC | 0.17% | Add +0.2% | 10,445 | $221K |
| Larson Financial Group LLC | 0.01% | Add +33.8% | 10,355 | $219K |
| Brand Asset Management Group, Inc. | 0.08% | Reduce -5.3% | 10,289 | $218K |
| MIdWestOne Financial Group, Inc. | 0.03% | Reduce -23.9% | 10,244 | $217K |
| Capital Investment Advisors, LLC | 0.00% | New | 10,096 | $214K |
| Brevan Howard Capital Management LP | 0.00% | New | 10,092 | $214K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -16.4% | 10,010 | $212K |
| Tactive Advisors, LLC | 0.07% | — | 9,896 | $209K |
| Clearstead Advisors, LLC | 0.00% | Reduce -26.1% | 9,649 | $204K |
| Dodds Wealth, LLC | 0.05% | Add +0.1% | 9,538 | $202K |
| Palisades Hudson Asset Management, L.P. | 0.08% | New | 9,505 | $201K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.7% | 9,384 | $199K |
| Armor Investment Advisors, LLC | 0.07% | Reduce -14.1% | 9,222 | $195K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -9.0% | 8,942 | $189K |
| Glenmede Investment Management, LP | 0.00% | — | 8,874 | $188K |
| Total Investment Management Inc. | 0.03% | New | 8,804 | $186K |
| Comerica Bank | 0.00% | Reduce -22.2% | 8,467 | $179K |
| Clear Investment Research, LLC | 0.21% | Reduce -1.9% | 7,959 | $169K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 7,473 | $158K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -47.0% | 7,234 | $153K |
| Whittier Trust Co. | 0.00% | No change | 7,144 | $151K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -39.2% | 6,671 | $141K |
| MJT & Associates Financial Advisory Group, Inc. | 0.17% | Reduce -0.8% | 6,346 | $134K |
| Smallwood Wealth Investment Management, LLC | 0.08% | Reduce -3.3% | 6,220 | $132K |
| Indiana Trust & Investment Management Co | 0.04% | No change | 6,203 | $131K |
| Brooklyn Investment Group | 0.02% | New | 5,909 | $125K |
| Private Wealth Asset Management, LLC | 0.02% | Add +5.3% | 5,734 | $121K |
| Blair William & Co. | 0.00% | Add +20.4% | 5,336 | $113K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 5,074 | $107K |
| Ameritas Advisory Services, LLC | 0.00% | New | 4,458 | $94K |
| AE Wealth Management LLC | 0.00% | Reduce -18.9% | 4,304 | $91K |
| Future Financial Wealth Managment LLC | 0.06% | No change | 3,900 | $83K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.1% | 3,863 | $82K |
| Front Row Advisors LLC | 0.03% | Reduce -14.2% | 3,583 | $76K |
| Blume Capital Management, Inc. | 0.02% | Reduce -2.8% | 3,530 | $75K |
| Capital Analysts, LLC | 0.00% | Reduce -4.4% | 3,494 | $74K |
| Global Retirement Partners, LLC | 0.00% | — | 3,454 | $73K |
| JDM Financial Group LLC | 0.03% | No change | 3,448 | $73K |
| Qube Research & Technologies Ltd | 0.00% | Add +256.6% | 3,381 | $72K |
| Howe & Rusling Inc. | 0.01% | Add +103.6% | 3,245 | $69K |
| Citizens National Bank Trust Department | 0.01% | No change | 3,023 | $64K |
| Bristlecone Advisors, LLC | 0.01% | Add +0.8% | 2,973 | $63K |
| Ancora Advisors LLC | 0.00% | Reduce -14.8% | 2,943 | $62K |
| Optimum Investment Advisors | 0.03% | Add +3.8% | 2,755 | $58K |
| Harbour Investments, Inc. | 0.00% | Add +27.0% | 2,642 | $56K |
| SRH Advisors, LLC | 0.02% | Add +0.5% | 2,600 | $55K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +37.1% | 2,585 | $55K |
| Assetmark, Inc. | 0.00% | Reduce -53.2% | 2,481 | $52K |
| Johnson Financial Group, Inc. | 0.00% | New | 2,407 | $51K |
| Covestor Ltd | 0.03% | Add +63.5% | 2,343 | $50K |
| Independence Bank of Kentucky | 0.01% | No change | 2,321 | $49K |
| Private Trust Co. NA | 0.00% | No change | 2,299 | $49K |
| West Oak Capital, LLC | 0.02% | No change | 2,226 | $47K |
| CVA Family Office, LLC | 0.01% | Add +0.1% | 1,946 | $41K |
| Abound Wealth Management | 0.01% | Add +569.7% | 1,942 | $41K |
| Gables Capital Management Inc. | 0.02% | No change | 1,908 | $40K |
| Fifth Third Bancorp | 0.00% | Reduce -80.2% | 1,805 | $38K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 1,536 | $33K |
| Signaturefd, LLC | 0.00% | Add +8.1% | 1,476 | $31K |
| Arax Advisory Partners | 0.00% | Reduce -0.1% | 1,423 | $30K |
| Crewe Advisors LLC | 0.00% | Add +9.5% | 1,402 | $30K |
| NewEdge Advisors, LLC | 0.00% | Add +1.3% | 1,341 | $28K |
| Wood Tarver Financial Group, LLC | 0.01% | No change | 1,277 | $27K |
| Webster Bank, N. A. | 0.00% | New | 1,212 | $26K |
| Asset Dedication, LLC | 0.00% | No change | 1,205 | $25K |
| Tompkins Financial Corp. | 0.00% | No change | 1,106 | $23K |
| Lanark Financial, Inc. | 0.00% | Add +0.6% | 1,109 | $23K |
| Birchbrook, Inc. | 0.01% | Add +0.8% | 1,045 | $22K |
| Evermay Wealth Management LLC | 0.00% | New | 1,015 | $21K |
| Atlantic Union Bankshares Corp | 0.00% | New | 939 | $20K |
| McIlrath & Eck, LLC | 0.00% | Add +0.6% | 874 | $18K |
| Fairway Wealth LLC | 0.01% | No change | 870 | $18K |
| Exchange Traded Concepts, LLC | 0.00% | New | 815 | $17K |
| Sound Income Strategies, LLC | 0.00% | Reduce -82.8% | 757 | $16K |
| Trust Co. of Vermont | 0.00% | New | 748 | $16K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 733 | $16K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.7% | 732 | $15K |
| Investors Research Corp | 0.00% | No change | 719 | $15K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -24.9% | 660 | $14K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +0.8% | 637 | $13K |
| Golden State Wealth Management, LLC | 0.00% | No change | 621 | $13K |
| CX Institutional | 0.00% | Reduce -0.5% | 578 | $12K |
| Moser Wealth Advisors, LLC | 0.01% | New | 566 | $12K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +16.7% | 560 | $12K |
| SOA Wealth Advisors, LLC. | 0.00% | New | 557 | $12K |
| Strategic Investment Solutions, Inc. | 0.00% | Reduce -20.2% | 528 | $11K |
| Aventura Private Wealth, LLC | 0.00% | Add +37.2% | 524 | $11K |
| Glass Jacobson Investment Advisors llc | 0.00% | Reduce -69.0% | 464 | $10K |
| Hoey Investments, Inc. | 0.00% | New | 460 | $10K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 456 | $10K |
| SYM FINANCIAL Corp | 0.00% | New | 435 | $9K |
| Westside Investment Management, Inc. | 0.00% | No change | 430 | $9K |
| Bellevue Asset Management, LLC | 0.00% | No change | 420 | $9K |
| Essential Partners LLC | 0.00% | — | 403 | $9K |
| Key Financial Inc | 0.00% | No change | 381 | $8K |
| Main Street Group, LTD | 0.00% | No change | 380 | $8K |
| Valley National Advisers Inc. | 0.00% | Reduce -7.1% | 421 | $8K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 357 | $8K |
| Bfsg, LLC | 0.00% | No change | 376 | $8K |
| Pillar Financial Advisors, LLC | 0.01% | No change | 365 | $8K |
| MCF Advisors LLC | 0.00% | No change | 356 | $8K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 351 | $7K |
| Smithfield Trust Co | 0.00% | No change | 312 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Add +0.6% | 322 | $7K |
| GeoWealth Management, LLC | 0.00% | Add +0.6% | 322 | $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% | Add +0.7% | 295 | $6K |
| Pin Oak Investment Advisors Inc. | 0.01% | New | 312 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 279 | $6K |
| Bank of Montreal | 0.00% | Add +166.7% | 272 | $6K |
| Financial Management Professionals, Inc. | 0.00% | No change | 260 | $6K |
| Wolff Wiese Magana LLC | 0.00% | Add +2.8% | 257 | $5K |
| Prestige Wealth Management Group LLC | 0.00% | Add +0.8% | 251 | $5K |
| Arlington Trust Co LLC | 0.00% | No change | 242 | $5K |
| Promus Capital, LLC | 0.00% | Reduce -26.4% | 240 | $5K |
| Tsfg, LLC | 0.00% | No change | 228 | $5K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 235 | $5K |
| Cherry Tree Wealth Management, LLC | 0.00% | Reduce -54.2% | 230 | $5K |
| Eastern Bank | 0.00% | Reduce -81.4% | 229 | $5K |
| Pflug Koory, LLC | 0.00% | No change | 224 | $5K |
| Horrell Capital Management, Inc. | 0.00% | No change | 220 | $5K |
| Tidemark, LLC | 0.00% | Add +0.5% | 202 | $4K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -76.5% | 202 | $4K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | Add +0.5% | 190 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 185 | $4K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 184 | $4K |
| Sachetta, LLC | 0.00% | No change | 156 | $3K |
| Binnacle Investments Inc | 0.00% | New | 149 | $3K |
| Paladin Advisory Group, LLC | 0.00% | New | 143 | $3K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | Add +17.4% | 142 | $3K |
| Archer Investment Corp | 0.00% | Add +0.8% | 134 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 130 | $3K |
| Costello Asset Management, INC | 0.00% | Add +0.8% | 120 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 120 | $3K |
| IMA Advisory Services, Inc. | 0.00% | New | 116 | $2K |
| FSA Wealth Management LLC | 0.00% | Add +0.9% | 115 | $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% | Reduce -4.9% | 97 | $2K |
| Sellwood Investment Partners LLC | 0.00% | No change | 96 | $2K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -63.9% | 94 | $2K |
| Atticus Wealth Management, LLC | 0.00% | Add +1.2% | 87 | $2K |
| Anfield Capital Management, LLC | 0.00% | No change | 85 | $2K |
| Tucker Asset Management LLC | 0.00% | Add +4150.0% | 85 | $2K |
| City State Bank | 0.00% | No change | 85 | $2K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | New | 79 | $2K |
| Atmos Advisory, LLC | 0.00% | No change | 78 | $2K |
| Team Financial Group, LLC | 0.00% | New | 72 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 70 | $1K |
| Beacon Capital Management, LLC | 0.00% | New | 70 | $1K |
| Spire Wealth Management | 0.00% | Reduce -87.9% | 69 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 67 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 67 | $1K |
| Montag A & Associates Inc. | 0.00% | New | 66 | $1K |
| Financial Gravity Companies, Inc. | 0.00% | — | 64 | $1K |
| 1 North Wealth Services LLC | 0.00% | No change | 63 | $1K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 61 | $1K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 55 | $1K |
| Dogwood Wealth Management LLC | 0.00% | New | 51 | $1K |
| Highline Wealth Partners LLC | 0.00% | Reduce -93.8% | 44 | $931 |
| Solstein Capital, LLC | 0.00% | New | 40 | $846 |
| MTM Investment Management, LLC | 0.00% | No change | 39 | $825 |
| Dunhill Financial, LLC | 0.00% | No change | 26 | $550 |
| Rothschild Investment LLC | 0.00% | No change | 26 | $550 |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 24 | $516 |
| FAS Wealth Partners, Inc. | 0.00% | No change | 24 | $511 |
| Robinswood Financial LLC | 0.00% | No change | 22 | $468 |
| Legend Financial Advisors, Inc. | 0.00% | New | 22 | $466 |
| Founders Financial Alliance, LLC | 0.00% | No change | 22 | $466 |
| Peachtree Investment Partners, LLC | 0.00% | No change | 15 | $321 |
| Wagner Wealth Management, LLC | 0.00% | Reduce -97.9% | 14 | $293 |
| Graney & King, LLC | 0.00% | Add +7.7% | 14 | $286 |
| Maryland Capital Advisors Inc. | 0.00% | No change | 13 | $276 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -13.3% | 13 | $272 |
| Kilter Group LLC | 0.00% | New | 13 | $270 |
| TD Private Client Wealth LLC | 0.00% | New | 12 | $254 |
| Kozak & Associates, Inc. | 0.00% | No change | 10 | $211 |
| Headlands Technologies LLC | 0.00% | New | 8 | $169 |
| Brown Brothers Harriman & Co. | 0.00% | New | 6 | $127 |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 4 | $85 |
| NewSquare Capital LLC | 0.00% | No change | 2 | $47 |
| Cordgrass Capital Advisors, LLC | 0.00% | New | 2 | $42 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 2 | $41 |
| Kings Path Partners LLC | 0.00% | New | 1 | $18 |
| POM Investment Strategies, LLC | 0.00% | No change | 1 | $15 |
| Avion Wealth | 0.00% | No change | 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.