Schwab US REIT ETFSCHHETF
13F holders, Q1 2026 (March 31)569holders +11
63new positions
45sold out
5famous investors
$21.50avg. 13F price*
At the end of Q1 2026, 569 institutions reported holding Schwab US REIT ETF (SCHH) in their 13F filings, up 11 from Q4 2025. 63 opened new positions and 45 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.3B), US Bancorp \de ($723.7M) and FMR LLC ($540.2M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Steve Cohen (0.0% of Point72 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $33.8M |
| Exits | 45 | $24.1M |
All 13F filers, Q4 2025 → Q1 2026: 17,776,196 shares bought and 14,821,098 shares sold, net +2,955,098 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 569 holders
| Financial Engines Advisors L.L.C. | 2.61% | Reduce -0.3% | 59,885,676 | $1.3B |
| US Bancorp \de | 0.88% | Add +2.8% | 33,676,678 | $723.7M |
| FMR LLC | 0.03% | Add +3.3% | 25,136,358 | $540.2M |
| Creative Planning | 0.30% | Reduce -3.5% | 20,357,903 | $437.5M |
| Two Sigma Investments, LP | 0.22% | Add +2.9% | 12,023,737 | $258.4M |
| Envestnet Asset Management Inc. | 0.06% | Add +848.6% | 11,044,733 | $237.4M |
| Dumac, Inc. | 20.77% | Add +1.1% | 7,929,093 | $170.4M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Reduce -1.0% | 7,570,352 | $162.7M |
| Cerity Partners LLC | 0.08% | Add +0.1% | 2,659,675 | $57.2M |
| Benjamin Edwards Inc. | 0.45% | Add +15.9% | 2,100,294 | $45.1M |
| Ameriprise Financial Inc. | 0.01% | Add +1.5% | 2,027,148 | $43.6M |
| Mason Street Advisors, LLC | 3.46% | Reduce -3.9% | 1,646,125 | $35.4M |
| Charles Schwab Trust Co | 2.09% | Add +10.2% | 1,499,321 | $32.2M |
| Rational Advisors, Inc. | 2.85% | Reduce -17.5% | 1,218,575 | $26.2M |
| BlackRock, Inc. | 0.00% | Reduce -10.5% | 1,172,980 | $25.2M |
| Moneta Group Investment Advisors LLC | 0.17% | Add +0.5% | 1,064,539 | $22.9M |
| M&T Bank Corp | 0.07% | No change | 1,046,422 | $22.5M |
| Elm Partners Management LLC | 0.93% | Add +61.1% | 1,010,445 | $21.4M |
| Foster & Motley Inc. | 1.10% | Add +2.5% | 990,058 | $21.3M |
| Hantz Financial Services, Inc. | 0.30% | Add +6.7% | 927,321 | $19.9M |
| Pioneer Wealth Management Group | 4.92% | Add +14.9% | 815,731 | $17.5M |
| ZynergyRetirementPlanningLLC | 10.48% | Add +7.3% | 806,322 | $17.3M |
| Betterment LLC | 0.03% | Add +3.5% | 795,744 | $17.1M |
| Waverly Advisors, LLC | 0.12% | Add +2599.4% | 746,140 | $16.0M |
| Manning & Napier Advisors LLC | 0.21% | Add +44.4% | 709,478 | $15.2M |
| Morningstar Investment Management LLC | 0.94% | Add +24.7% | 705,180 | $15.2M |
| Principal Securities, Inc. | 0.21% | Add +6.6% | 680,970 | $14.6M |
| Invesco Ltd. | 0.00% | Add +231.1% | 663,187 | $14.3M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +1.1% | 609,930 | $13.1M |
| Tortoise Investment Management, LLC | 1.00% | Add +7.1% | 561,307 | $12.1M |
| Krilogy Financial LLC | 0.38% | Add +1.8% | 516,526 | $11.9M |
| Courage Miller Partners, LLC | 3.17% | Add +0.0% | 522,062 | $11.2M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -35.6% | 516,843 | $11.1M |
| UBS Group AG | 0.00% | Reduce -9.1% | 489,474 | $10.5M |
| Firestone Capital Management | 2.13% | Add +7.1% | 476,701 | $10.2M |
| Waterford Advisors, LLC | 2.96% | New | 402,510 | $9.3M |
| Jackson Thornton Wealth Management, LLC | 0.81% | Reduce -6.4% | 399,423 | $9.0M |
| Wealth Management Resources, Inc. | 3.04% | Add +1.1% | 406,889 | $8.7M |
| Vise Technologies, Inc. | 0.17% | No change | 418,055 | $8.7M |
| Mariner, LLC | 0.01% | Reduce -2.7% | 400,565 | $8.6M |
| Wealthfront Advisers LLC | 0.02% | Add +17.3% | 397,966 | $8.6M |
| Avior Wealth Management, LLC | 0.24% | Add +6.3% | 397,445 | $8.5M |
| Morgan Stanley | 0.00% | Reduce -2.2% | 391,700 | $8.4M |
| Jones Financial Companies LLLP | 0.00% | Add +18.4% | 380,550 | $8.0M |
| LPL Financial LLC | 0.00% | Add +5.8% | 367,849 | $7.9M |
| Focus Partners Wealth | 0.01% | Reduce -1.4% | 359,962 | $7.7M |
| National Bank of Canada | 0.01% | Add +5.2% | 358,572 | $7.7M |
| Wells Fargo & Company | 0.00% | Reduce -12.9% | 356,186 | $7.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.2% | 354,640 | $7.6M |
| Amicus Financial Advisors, LLC | 2.10% | Add +2.2% | 354,241 | $7.6M |
| Vista Capital Partners, Inc. | 0.75% | Reduce -1.3% | 345,641 | $7.4M |
| Neuberger Berman Group LLC | 0.01% | Reduce -0.0% | 332,682 | $7.1M |
| Osaic Holdings, Inc. | 0.01% | Add +15.1% | 319,173 | $6.9M |
| Passive Capital Management, LLC. | 2.00% | Add +4.0% | 311,865 | $6.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -27.4% | 297,738 | $6.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +4.5% | 294,005 | $6.3M |
| Tower Research Capital LLC (TRC) | 0.16% | Add +169.5% | 285,716 | $6.1M |
| White & Co Financial Planning Inc | 4.22% | Add +10.6% | 279,230 | $6.0M |
| Upper Left Wealth Management, LLC | 3.53% | Add +8.0% | 278,580 | $6.0M |
| CoreCap Advisors, LLC | 0.19% | Add +13.0% | 264,821 | $5.7M |
| WealthCollab, LLC | 2.32% | Add +0.5% | 261,708 | $5.6M |
| Texas Yale Capital Corp. | 0.15% | Add +0.7% | 253,118 | $5.4M |
| Bank of America Corp. | 0.00% | Reduce -21.7% | 249,408 | $5.4M |
| Asset Allocation Strategies LLC | 0.95% | Add +2.5% | 248,316 | $5.3M |
| Cypress Point Wealth Management, LLC | 1.07% | Add +9.5% | 231,864 | $5.0M |
| Elevation Wealth Partners, LLC | 1.78% | Add +3.8% | 231,107 | $5.0M |
| Williams Financial, LLC | 2.88% | Reduce -0.4% | 229,928 | $4.9M |
| Appleton Partners Inc. | 0.34% | Add +2.5% | 229,197 | $4.9M |
| Stanich Group LLC | 3.72% | Add +7.9% | 227,071 | $4.9M |
| Frisco Financial Planning LLC | 3.93% | Add +3.8% | 221,690 | $4.8M |
| Pure Financial Advisors, LLC | 0.07% | Add +6.8% | 221,134 | $4.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -29.7% | 214,979 | $4.7M |
| Good Steward Wealth Advisors,LLC | 3.01% | Add +0.7% | 218,046 | $4.7M |
| Fiduciary Alliance LLC | 0.28% | Add +4.5% | 202,261 | $4.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.4% | 207,839 | $4.5M |
| Smith, Moore & Co. | 0.32% | Add +6.7% | 206,643 | $4.4M |
| HighTower Advisors, LLC | 0.00% | Add +9.6% | 206,034 | $4.4M |
| Cetera Investment Advisers | 0.00% | Reduce -41.4% | 190,278 | $4.1M |
| Assetmark, Inc. | 0.01% | Reduce -0.7% | 185,356 | $4.0M |
| Omega Financial Group, LLC | 1.28% | Reduce -6.7% | 180,169 | $3.9M |
| Moisand Fitzgerald Tamayo, LLC | 0.39% | Reduce -1.4% | 170,327 | $3.7M |
| Rooted Wealth Advisors, Inc. | 0.96% | Add +7.0% | 155,704 | $3.7M |
| Perigon Wealth Management, LLC | 0.07% | Add +12.7% | 168,788 | $3.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +71.8% | 167,737 | $3.6M |
| SWS Partners | 0.88% | Reduce -1.4% | 165,200 | $3.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Reduce -2.6% | 162,140 | $3.5M |
| Tudor Investment Corporation | 0.02% | New | 160,588 | $3.5M |
| Brooklyn FI, LLC | 0.70% | Add +0.7% | 155,955 | $3.4M |
| LifePlan Investment Advisors, Inc. | 1.27% | Reduce -1.1% | 150,569 | $3.2M |
| Clearstead Advisors, LLC | 0.03% | Add +0.0% | 150,274 | $3.2M |
| Flatrock Wealth Partners LLC | 1.44% | Add +2.7% | 148,526 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.1% | 144,067 | $3.1M |
| Ballast Advisors LLC | 0.79% | Add +9.3% | 125,904 | $2.7M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +88.1% | 124,084 | $2.7M |
| Sagace Wealth Management LLC | 1.79% | Reduce -0.9% | 123,193 | $2.6M |
| Guardian Financial Partners, LLC | 1.11% | Reduce -5.4% | 122,317 | $2.6M |
| Glassy Mountain Advisors, Inc. | 0.81% | Add +6.3% | 121,439 | $2.6M |
| SGL Investment Advisors, Inc. | 0.97% | Add +12.0% | 108,984 | $2.6M |
| Brand Asset Management Group, Inc. | 0.66% | Reduce -15.3% | 118,780 | $2.6M |
| Barclays PLC | 0.00% | New | 118,383 | $2.5M |
| Landmark Wealth Management, LLC | 0.67% | Add +22.1% | 115,596 | $2.5M |
| BlueSky Wealth Advisors, LLC | 0.32% | Reduce -88.8% | 114,508 | $2.5M |
| CIBC Bancorp USA Inc. | 0.00% | — | 113,537 | $2.4M |
| HRT Financial LP | 0.01% | New | 112,814 | $2.4M |
| D. E. Shaw & Co. | 0.00% | Reduce -45.1% | 112,382 | $2.4M |
| Debussy Capital Management LP | 0.33% | Add +6.0% | 111,181 | $2.4M |
| JMG Financial Group, Ltd. | 0.06% | Reduce -5.8% | 109,682 | $2.4M |
| Madden Advisory Services, Inc. | 0.92% | No change | 108,467 | $2.3M |
| Brio Consultants, LLC | 0.28% | Reduce -4.0% | 99,728 | $2.3M |
| Koss-Olinger Consulting, LLC | 0.19% | Add +0.5% | 106,108 | $2.3M |
| Midwest Trust Co | 0.03% | No change | 105,910 | $2.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -14.5% | 104,478 | $2.2M |
| Sachem Hill LLC | 0.43% | Reduce -0.2% | 104,160 | $2.2M |
| Mgo One Seven LLC | 0.04% | Reduce -0.9% | 104,000 | $2.2M |
| Black Diamond Financial, LLC | 0.24% | Add +6.5% | 103,908 | $2.2M |
| Ramiah Investment Group | 1.94% | Add +8.4% | 103,511 | $2.2M |
| Johnson Financial Group, LLC | 0.14% | Reduce -21.5% | 101,221 | $2.2M |
| Alaska Wealth Advisors, LLC | 0.26% | Add +7.3% | 101,126 | $2.2M |
| FC Advisory LLC | 0.63% | Add +8.5% | 101,088 | $2.2M |
| Gotham Asset Management | 0.01% | Reduce -14.6% | 99,058 | $2.1M |
| Davis Capital Management | 1.44% | Add +3.6% | 98,736 | $2.1M |
| Epiq Partners, LLC | 1.01% | Reduce -0.7% | 97,373 | $2.1M |
| Awm Capital, LLC | 0.19% | Add +0.4% | 96,777 | $2.1M |
| Wrenne Financial Planning LLC | 0.81% | Add +4.8% | 96,662 | $2.1M |
| Summit Financial, LLC | 0.03% | Add +1.4% | 95,622 | $2.1M |
| Bleakley Financial Group, LLC | 0.03% | Add +94.0% | 95,179 | $2.0M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -5.3% | 94,696 | $2.0M |
| Farther Finance Advisors, LLC | 0.02% | Add +127.8% | 91,529 | $2.0M |
| Stockman Wealth Management, Inc. | 0.22% | Add +3.7% | 91,531 | $2.0M |
| Hexagon Capital Partners LLC | 0.29% | Add +8.9% | 91,239 | $2.0M |
| Pacific Capital Wealth Advisors, Inc. | 0.33% | Reduce -8.8% | 91,104 | $2.0M |
| Geneos Wealth Management Inc. | 0.04% | Add +0.9% | 89,355 | $1.9M |
| Patriot Investment Management Group, Inc. | 0.12% | Reduce -4.7% | 87,331 | $1.9M |
| Cascade Financial Partners, LLC | 0.19% | Reduce -0.7% | 87,049 | $1.9M |
| EP Wealth Advisors, LLC | 0.01% | Add +21.3% | 86,849 | $1.9M |
| Kohmann Bosshard Financial Services, LLC | 0.18% | Add +17.2% | 85,232 | $1.8M |
| Cape Investment Advisory, Inc. | 0.59% | Add +1.1% | 82,870 | $1.8M |
| Independent Solutions Wealth Management, LLC | 0.25% | Reduce -3.7% | 80,018 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +81.3% | 77,484 | $1.7M |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +10.0% | 76,725 | $1.6M |
| Braun-Bostich & Associates Inc. | 1.03% | Reduce -1.0% | 76,413 | $1.6M |
| Carter Financial Group, INC. | 1.00% | Reduce -7.6% | 74,863 | $1.6M |
| Point72 Asset Management | 0.00% | New | 72,967 | $1.6M |
| HHM Wealth Advisors, LLC | 0.18% | Reduce -10.3% | 72,282 | $1.6M |
| Tempus Wealth Planning, LLC | 0.35% | Reduce -1.0% | 70,351 | $1.5M |
| MAI Capital Management | 0.01% | Reduce -15.4% | 69,954 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Add +27.2% | 68,725 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.6% | 69,332 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -31.7% | 67,496 | $1.5M |
| Fairview Capital Investment Management, LLC | 0.08% | Reduce -14.0% | 65,979 | $1.4M |
| Choreo, LLC | 0.02% | Reduce -4.8% | 64,008 | $1.4M |
| Trillium Asset Management, LLC | 0.05% | Reduce -3.3% | 63,978 | $1.4M |
| Sanders Morris Harris LLC | 0.22% | New | 63,401 | $1.4M |
| Breakwater Investment Management | 0.49% | Add +3.3% | 61,899 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Reduce -2.2% | 61,676 | $1.3M |
| SeaCrest Wealth Management, LLC | 0.14% | Reduce -0.7% | 60,867 | $1.3M |
| Csenge Advisory Group | 0.06% | Add +17.2% | 60,084 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +3.4% | 60,071 | $1.3M |
| Empower Advisory Group, LLC | 0.00% | Reduce -32.5% | 60,006 | $1.3M |
| IFG Advisors, LLC | 0.20% | Reduce -1.4% | 56,302 | $1.2M |
| Comprehensive Money Management Services LLC | 0.79% | Add +28.5% | 55,759 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.6% | 55,671 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.4% | 55,436 | $1.2M |
| Peterson Wealth Advisors, LLC | 0.16% | Reduce -4.6% | 55,173 | $1.2M |
| Allstreet Capital Advisors LLC | 0.87% | Add +7.4% | 54,452 | $1.2M |
| Bestgate Wealth Advisors, LLC | 2.08% | Add +18.4% | 53,741 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.6% | 52,958 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -4.4% | 52,805 | $1.1M |
| Hillcrest Wealth Advisors - NY, LLC | 0.46% | Reduce -10.8% | 52,700 | $1.1M |
| IFP Advisors, Inc | 0.02% | Add +7.1% | 52,614 | $1.1M |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Add +0.1% | 51,949 | $1.1M |
| Integrity Alliance, Llc. | 0.04% | New | 50,057 | $1.1M |
| Two Sigma Securities, LLC | 0.12% | New | 50,016 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -6.9% | 50,014 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.4% | 49,330 | $1.1M |
| Curbstone Financial Management Corp | 0.20% | Reduce -0.4% | 49,132 | $1.1M |
| Peloton Wealth Strategists | 0.44% | New | 49,028 | $1.1M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.18% | Add +114.7% | 48,420 | $1.0M |
| Yoder Wealth Management, Inc. | 0.47% | Add +3.7% | 48,302 | $1.0M |
| Rockbridge Investment Management, LCC | 0.09% | Reduce -7.1% | 47,062 | $1.0M |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -4.7% | 44,243 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Reduce -7.9% | 45,070 | $969K |
| SigFig Wealth Management, LLC | 0.03% | Reduce -0.2% | 44,533 | $957K |
| Cooke Wealth Management, LLC | 0.83% | Add +0.1% | 43,831 | $942K |
| North Forty Two & Co. | 0.87% | No change | 43,824 | $942K |
| Rakuten Investment Management, Inc. | 0.00% | Add +100.0% | 42,840 | $918K |
| Northern Trust Corp. | 0.00% | Add +132.0% | 42,693 | $917K |
| Parkside Financial Bank & Trust | 0.07% | Add +4.0% | 41,376 | $889K |
| Foster Group, Inc. | 0.03% | Add +15.3% | 40,709 | $875K |
| Private Advisory Group LLC | 0.06% | New | 40,180 | $863K |
| Bank of New York Mellon Corp | 0.00% | Add +10.2% | 40,153 | $863K |
| Fund Evaluation Group, LLC | 0.03% | Add +10.3% | 40,044 | $861K |
| Gradient Capital Advisors, LLC | 0.22% | Reduce -4.5% | 39,881 | $857K |
| Wakefield Asset Management LLLP | 0.23% | Add +12.4% | 39,545 | $850K |
| Murphy & Mullick Capital Management Corp | 0.63% | Reduce -1.1% | 39,308 | $845K |
| LCW Services, LLC | 0.42% | Add +197.9% | 39,121 | $841K |
| Aletheian Wealth Advisors LLC | 0.39% | — | 36,762 | $790K |
| Captrust Financial Advisors | 0.00% | Reduce -1.6% | 36,686 | $788K |
| WT Wealth Management | 0.23% | Add +4.5% | 36,681 | $788K |
| Brown Wealth Management, LLC | 0.20% | Reduce -29.9% | 36,228 | $779K |
| Mission Wealth Management, LP | 0.02% | Add +9.2% | 35,942 | $772K |
| RCW Management, LLC | 0.79% | No change | 35,897 | $771K |
| Odyssey Capital Advisors, Inc. | 0.69% | Add +14.7% | 35,888 | $771K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -9.2% | 35,831 | $770K |
| WealthShield Partners, LLC | 0.08% | Add +1.6% | 35,437 | $762K |
| Roble, Belko & Company, Inc | 0.09% | Reduce -3.6% | 33,380 | $717K |
| Banque Cantonale Vaudoise | 0.03% | New | 33,156 | $713K |
| Christensen, King & Associates Investment Services, Inc. | 0.31% | Reduce -2.2% | 33,161 | $713K |
| Altfest L J & Co. Inc. | 0.08% | Add +0.7% | 33,080 | $711K |
| IF Advisors, LLC | 0.50% | No change | 32,945 | $708K |
| Money Concepts Capital Corp. | 0.04% | New | 32,260 | $693K |
| Kingsview Wealth Management, LLC | 0.01% | Add +2.2% | 32,196 | $692K |
| Greenwood Capital Associates LLC | 0.08% | Add +24.7% | 32,003 | $688K |
| Droms Strauss Advisors Inc. /Mo/ | 0.18% | Add +5.4% | 31,961 | $687K |
| Walkner Condon Financial Advisors LLC | 0.09% | Reduce -0.4% | 31,957 | $687K |
| Savant Capital, LLC | 0.00% | Add +99.4% | 31,794 | $683K |
| Atlas Capital Advisors Inc. | 0.08% | Reduce -24.0% | 31,372 | $674K |
| Evergreen Capital Management LLC | 0.01% | No change | 29,959 | $644K |
| Saxony Capital Management, LLC | 0.37% | New | 29,622 | $637K |
| Focus Financial Network, Inc. | 0.02% | Reduce -5.7% | 29,169 | $627K |
| Roundview Capital LLC | 0.04% | Add +0.9% | 29,044 | $624K |
| Parallel Advisors, LLC | 0.01% | Add +0.5% | 28,605 | $615K |
| Integrated Wealth Concepts LLC | 0.00% | Add +188.8% | 28,291 | $608K |
| Dorato Capital Management | 0.44% | Reduce -1.6% | 26,855 | $600K |
| Lodestar Private Asset Management LLC | 0.06% | Add +9.8% | 27,589 | $593K |
| Integral Investment Advisors, Inc. | 0.15% | Reduce -10.8% | 27,340 | $588K |
| Medallion Wealth Advisors, LLC | 0.19% | Add +7.3% | 27,270 | $586K |
| Prospect Financial Group LLC | 0.54% | Reduce -4.4% | 27,266 | $586K |
| Fifth Third Securities, Inc. | 0.04% | Add +32.0% | 26,834 | $577K |
| Quadrature Capital Ltd | 0.01% | New | 26,538 | $570K |
| Quantinno Capital Management LP | 0.00% | Reduce -4.7% | 26,334 | $566K |
| PFG Advisors | 0.03% | Add +6.0% | 26,212 | $563K |
| Natixis Advisors, LLC | 0.00% | Reduce -5.7% | 25,992 | $559K |
| Cresset Asset Management, LLC | 0.00% | New | 25,432 | $547K |
| Bluestem Financial Advisors, LLC | 0.20% | Add +0.2% | 24,652 | $530K |
| Friedenthal Financial | 0.27% | Add +2.4% | 24,589 | $528K |
| Clear Retirement Advice LLC | 0.41% | Reduce -15.1% | 24,235 | $521K |
| Grey Fox Wealth Advisors, LLC | 0.10% | Reduce -6.6% | 24,153 | $519K |
| Valued Wealth Advisors LLC | 0.21% | Reduce -7.4% | 24,085 | $518K |
| OneDigital Investment Advisors LLC | 0.01% | Add +19.3% | 23,927 | $514K |
| StoneX Group Inc. | 0.03% | New | 23,871 | $513K |
| Human Investing LLC | 0.07% | Reduce -4.3% | 23,814 | $512K |
| Bigelow Investment Advisors, LLC | 0.20% | Reduce -6.2% | 23,674 | $509K |
| BCS Wealth Management | 0.10% | Reduce -53.6% | 23,457 | $504K |
| Watershed Private Wealth LLC | 0.16% | Reduce -2.6% | 23,440 | $504K |
| Brooklyn Investment Group | 0.02% | Add +19.9% | 23,320 | $501K |
| Interactive Financial Advisors, Inc. | 0.33% | Reduce -4.0% | 23,206 | $499K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -0.9% | 23,183 | $498K |
| Pine Haven Investment Counsel, Inc | 0.36% | Add +40.2% | 22,614 | $486K |
| Menora Mivtachim Holdings LTD. | 0.00% | No change | 22,500 | $484K |
| Compound Planning, Inc. | 0.01% | Reduce -15.3% | 22,455 | $483K |
| Portland Financial Advisors Inc | 1.00% | Add +6.7% | 22,413 | $482K |
| Bailard, Inc. | 0.01% | Reduce -10.0% | 21,259 | $457K |
| Luts & Greenleigh Group, Inc. | 0.36% | No change | 21,200 | $456K |
| HBK Sorce Advisory LLC | 0.01% | Add +12.4% | 19,341 | $455K |
| Discipline Wealth Solutions, LLC | 0.05% | Add +0.5% | 21,075 | $453K |
| Aegis Wealth Management LLC | 0.26% | Add +0.7% | 21,038 | $452K |
| Sei Investments Co. | 0.00% | Reduce -3.6% | 20,595 | $443K |
| IVC Wealth Advisors LLC | 0.19% | Reduce -8.5% | 20,361 | $438K |
| Carrera Capital Advisors | 0.07% | Reduce -22.2% | 20,069 | $431K |
| RFG Holdings, Inc. | 0.11% | Reduce -87.9% | 19,992 | $430K |
| Antonelli Financial Advisors, LLC | 0.30% | New | 19,913 | $428K |
| JTC Employer Solutions Trustee Ltd | 0.04% | No change | 19,850 | $427K |
| Commerce Bank | 0.00% | Reduce -3.3% | 19,768 | $425K |
| Everhart Financial Group, Inc. | 0.04% | Reduce -15.7% | 19,746 | $424K |
| Fonville Wealth Management LLC | 0.08% | Add +3.6% | 19,688 | $423K |
| Stableford Capital II LLC | 0.16% | Reduce -8.8% | 19,616 | $422K |
| Nwam LLC | 0.02% | Reduce -0.1% | 19,440 | $418K |
| Cordant, Inc. | 0.17% | Add +0.1% | 19,382 | $417K |
| Rialto Wealth Management, LLC | 0.09% | Add +1.9% | 19,180 | $412K |
| AQR Capital Management | 0.00% | Add +33.3% | 19,154 | $412K |
| Hardin Capital Partners, LLC | 0.19% | Add +4.4% | 19,148 | $412K |
| Merit Financial Group, LLC | 0.00% | New | 19,089 | $410K |
| WBH Advisory Inc. | 0.03% | Reduce -1.7% | 18,602 | $401K |
| Lederer & Associates Investment Counsel | 0.28% | Add +2.2% | 18,373 | $395K |
| XY Planning Network, Inc. | 0.06% | Reduce -17.2% | 18,247 | $394K |
| Creative Financial Designs Inc. | 0.02% | Add +3.3% | 18,286 | $393K |
| Western Wealth Management, LLC | 0.01% | Add +5.1% | 18,213 | $391K |
| Wilkins Miller Wealth Management, LLC | 0.24% | Add +86.4% | 18,120 | $389K |
| State of Alaska, Department of Revenue | 0.00% | Add +64.5% | 17,966 | $385K |
| Blueline Advisors LLC | 0.30% | Reduce -0.5% | 17,906 | $385K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -99.8% | 17,853 | $384K |
| Jacobs Equity LLC | 0.34% | Add +52.4% | 17,846 | $384K |
| Fort Point Capital Partners LLC | 0.05% | No change | 17,834 | $383K |
| Advisory Services Network, LLC | 0.01% | New | 17,677 | $380K |
| Whelan Financial | 0.12% | Reduce -0.1% | 17,476 | $376K |
| United Advisor Group, LLC | 0.05% | Add +5.9% | 17,474 | $376K |
| Summit Financial Strategies, Inc. | 0.03% | Add +31.1% | 17,431 | $375K |
| Certuity, LLC | 0.02% | Add +35.1% | 17,305 | $372K |
| Pinnacle Bancorp, Inc. | 0.11% | Reduce -0.7% | 17,296 | $372K |
| CWA Asset Management Group, LLC | 0.01% | Add +1.8% | 17,260 | $371K |
| Thompson Investment Management, Inc. | 0.05% | Add +5.1% | 17,188 | $369K |
| Facet Wealth, Inc. | 0.01% | Add +13.7% | 17,169 | $369K |
| Allworth Financial LP | 0.00% | Reduce -8.9% | 17,071 | $367K |
| Laraway Financial Advisors Inc | 0.25% | Reduce -0.3% | 16,809 | $361K |
| Savvy Advisors, Inc. | 0.01% | Add +8.8% | 16,756 | $360K |
| Bangor Savings Bank | 0.03% | Reduce -9.0% | 16,724 | $359K |
| Lee Financial Co | 0.05% | Reduce -22.7% | 16,660 | $358K |
| Waterloo Capital, L.P. | 0.03% | Add +0.1% | 16,597 | $357K |
| OneAscent Financial Services LLC | 0.02% | Reduce -24.3% | 16,566 | $356K |
| Modera Wealth Management, LLC | 0.00% | Reduce -81.1% | 16,477 | $354K |
| Strategic Family Wealth Counselors, L.L.C. | 0.09% | Reduce -14.8% | 16,461 | $354K |
| Phocas Financial Corp. | 0.06% | No change | 16,411 | $353K |
| Keystone Global Partners, LLC | 0.16% | No change | 16,285 | $350K |
| Ariadne Wealth Management, LP | 0.16% | Add +0.0% | 16,230 | $349K |
| VSM Wealth Advisory, LLC | 0.10% | Add +1.4% | 16,152 | $347K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -18.4% | 15,944 | $343K |
| Strata Wealth Advisors, LLC | 0.09% | Reduce -0.3% | 15,775 | $339K |
| Poinciana Advisors Group, LLC | 0.27% | Add +16.3% | 15,657 | $336K |
| M Wealth Management, LLC | 0.28% | Reduce -38.0% | 15,495 | $333K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.5% | 15,472 | $332K |
| Maripau Wealth Management LLC | 0.14% | New | 15,270 | $328K |
| Elser Financial Planning, Inc | 0.02% | Reduce -6.3% | 15,101 | $327K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -2.4% | 15,112 | $325K |
| Legacy Capital Wealth Partners, LLC | 0.07% | Add +0.5% | 14,925 | $321K |
| Values Added Financial LLC | 0.13% | Add +0.1% | 14,779 | $318K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -24.3% | 14,748 | $317K |
| Rinkey Investments | 0.08% | No change | 14,560 | $313K |
| Dorsey & Whitney Trust CO LLC | 0.02% | New | 14,520 | $312K |
| AlphaCore Capital LLC | 0.01% | Reduce -27.9% | 14,228 | $306K |
| Alpha Omega Wealth Management LLC | 0.05% | Reduce -2.2% | 14,180 | $305K |
| Orographic Financial Advisors, LLC | 0.21% | — | 14,073 | $302K |
| Simplicity Wealth,LLC | 0.02% | Reduce -49.4% | 13,818 | $297K |
| Downshift Financial, LLC | 0.15% | Add +14.6% | 12,701 | $293K |
| Rothschild Wealth LLC | 0.03% | Add +0.4% | 13,547 | $291K |
| Visionary Wealth Advisors | 0.01% | New | 13,545 | $291K |
| Root Financial Partners, LLC | 0.01% | Reduce -18.1% | 13,264 | $285K |
| FF Advisors,LLC | 0.12% | Reduce -0.5% | 12,289 | $284K |
| Piscataqua Savings Bank | 0.20% | No change | 13,196 | $283K |
| Atria Investments, Inc | 0.00% | Add +1.6% | 12,771 | $274K |
| Aurora Investment Managers, LLC. | 0.20% | Reduce -9.6% | 12,694 | $273K |
| XTX Topco Ltd | 0.00% | New | 12,702 | $273K |
| &partners | 0.00% | Reduce -67.0% | 12,858 | $272K |
| Cypress Financial Planning LLC | 0.07% | Add +4.0% | 12,461 | $268K |
| Cwm, LLC | 0.00% | Reduce -5.1% | 12,431 | $267K |
| Allen Capital Group, LLC | 0.02% | Add +0.9% | 12,361 | $266K |
| Johnson Investment Counsel Inc. | 0.00% | New | 12,291 | $264K |
| Cambridge Advisors Inc. | 0.05% | Add +0.0% | 12,253 | $263K |
| Brighton Jones LLC | 0.01% | New | 12,190 | $262K |
| Synergy Financial Group, LTD | 0.20% | New | 12,179 | $262K |
| First National Bank of Omaha | 0.01% | Add +20.6% | 11,849 | $255K |
| CAP Partners, LLC | 0.14% | Add +0.3% | 11,732 | $252K |
| One Charles Private Wealth Services, LLC | 0.06% | No change | 11,621 | $250K |
| Harbour Investments, Inc. | 0.00% | Add +350.6% | 11,336 | $244K |
| Moss Adams Wealth Advisors LLC | 0.02% | No change | 11,307 | $243K |
| Mason Investment Advisory Services, Inc. | 0.01% | No change | 11,165 | $240K |
| Founders Financial Securities LLC | 0.01% | Reduce -5.7% | 10,578 | $239K |
| Lewis Asset Management, LLC | 0.10% | Reduce -1.2% | 10,886 | $234K |
| Embree Financial Group | 0.03% | Reduce -7.1% | 10,868 | $234K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -19.1% | 10,786 | $232K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -11.7% | 10,784 | $232K |
| Skyline Advisors, Inc. | 0.08% | No change | 10,736 | $231K |
| KRM Wealth Management L.L.C. | 0.12% | Add +1.1% | 10,588 | $228K |
| Garde Capital, Inc. | 0.01% | Add +2.5% | 10,527 | $226K |
| Heartwood Wealth Advisors LLC | 0.02% | New | 10,510 | $226K |
| Swmg, LLC | 0.06% | Add +1.2% | 10,330 | $222K |
| Kestra Advisory Services, LLC | 0.00% | Add +58.4% | 10,324 | $222K |
| Nicolet Bankshares Inc. | 0.01% | New | 10,244 | $220K |
| Palisades Hudson Asset Management, L.P. | 0.09% | Add +3.0% | 10,243 | $220K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -2.8% | 10,201 | $219K |
| Stevens Capital Partners | 0.05% | New | 10,119 | $217K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +3.6% | 9,957 | $214K |
| MidFirst Bank | 0.02% | No change | 9,877 | $212K |
| First Western Trust Bank | 0.01% | New | 9,860 | $212K |
| AdvisorNet Financial, Inc | 0.01% | Add +1.6% | 9,853 | $212K |
| Godfrey Financial Associates, Inc. | 0.18% | Add +2.2% | 9,752 | $210K |
| Corient Private Wealth LP | 0.00% | Reduce -81.3% | 9,984 | $207K |
| Websterrogers Financial Advisors, LLC | 0.06% | Reduce -28.3% | 9,613 | $207K |
| Integrated Advisors Network LLC | 0.01% | Reduce -18.7% | 9,586 | $206K |
| Paladin Advisory Group, LLC | 0.16% | Reduce -9.4% | 9,550 | $205K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -18.8% | 9,406 | $202K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 9,338 | $201K |
| Bahl & Gaynor LLC | 0.00% | New | 9,313 | $200K |
| Invst, LLC | 0.02% | Reduce -6.4% | 9,313 | $200K |
| ETF Store, Inc. | 0.19% | New | 9,309 | $200K |
| Private Wealth Asset Management, LLC | 0.02% | Add +0.1% | 8,551 | $184K |
| Clear Investment Research, LLC | 0.27% | New | 7,959 | $171K |
| AE Wealth Management LLC | 0.00% | Add +1.8% | 7,101 | $153K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -4.3% | 6,981 | $150K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +38.2% | 6,214 | $144K |
| JDM Financial Group LLC | 0.05% | No change | 6,530 | $140K |
| 3 Factor Indexing, LLC | 0.13% | — | 6,522 | $140K |
| Capital Analysts, LLC | 0.00% | Add +2.8% | 6,420 | $138K |
| Grove Bank & Trust | 0.02% | Reduce -98.4% | 6,276 | $135K |
| LGT Financial Advisors LLC | 0.67% | Add +0.2% | 6,109 | $131K |
| Smallwood Wealth Investment Management, LLC | 0.07% | No change | 6,008 | $129K |
| UMB Bank, n.a. | 0.00% | New | 5,925 | $127K |
| Larson Financial Group LLC | 0.00% | Reduce -35.3% | 5,694 | $122K |
| Indiana Trust & Investment Management Co | 0.04% | No change | 5,683 | $122K |
| Vanguard National Trust Co | 0.01% | — | 5,187 | $111K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +11.9% | 5,104 | $110K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 4,970 | $107K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -20.1% | 4,903 | $105K |
| Fifth Third Bancorp | 0.00% | Add +158.3% | 4,773 | $103K |
| Birchwood Financial Partners, Inc. | 0.10% | Add +0.5% | 4,754 | $102K |
| Winthrop Capital Management, LLC | 0.03% | Reduce -89.1% | 4,599 | $99K |
| Blair William & Co. | 0.00% | Reduce -21.5% | 4,558 | $98K |
| Three Bearings Fiduciary Advisors, Inc. | 0.09% | Reduce -0.9% | 4,430 | $95K |
| Glenmede Trust Co. NA | 0.00% | Reduce -58.1% | 4,193 | $90K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.5% | 3,534 | $76K |
| Private Trust Co. NA | 0.01% | Reduce -7.5% | 3,455 | $74K |
| Ascentis Independent Advisors | 0.01% | New | 3,452 | $74K |
| Front Row Advisors LLC | 0.02% | Add +0.6% | 3,307 | $71K |
| Blume Capital Management, Inc. | 0.01% | No change | 3,230 | $69K |
| Bullock Wealth Management Group | 0.03% | Add +335.4% | 3,174 | $68K |
| Burk Holdings LLC | 0.03% | New | 2,853 | $61K |
| CENTRAL TRUST Co | 0.00% | Reduce -19.9% | 2,823 | $61K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 2,765 | $59K |
| Meramec Financial Planners, LLC | 0.02% | Add +0.7% | 2,528 | $59K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -93.3% | 2,741 | $59K |
| Lanark Financial, Inc. | 0.00% | Reduce -9.3% | 2,663 | $57K |
| Hamrick Investment Counsel, llc | 0.03% | New | 2,600 | $56K |
| Arax Advisory Partners | 0.00% | Add +35.2% | 2,488 | $53K |
| Covestor Ltd | 0.04% | Reduce -12.6% | 2,485 | $53K |
| Mather Group, Llc. | 0.00% | New | 2,331 | $50K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -36.4% | 2,047 | $44K |
| CVA Family Office, LLC | 0.00% | Add +1.3% | 1,976 | $42K |
| Ancora Advisors LLC | 0.00% | Add +3.8% | 1,921 | $41K |
| Gables Capital Management Inc. | 0.02% | No change | 1,908 | $41K |
| Horizon Investments, LLC | 0.00% | Add +58.1% | 1,880 | $40K |
| Grey Ledge Advisors, LLC | 0.01% | Reduce -7.5% | 1,820 | $39K |
| Asset Dedication, LLC | 0.00% | Add +47.0% | 1,771 | $38K |
| Signaturefd, LLC | 0.00% | Add +1.4% | 1,611 | $35K |
| Morris Financial Concepts, Inc. | 0.01% | Add +1.5% | 1,559 | $34K |
| EFG International AG | 0.00% | Add +200.0% | 1,500 | $32K |
| Hoey Investments, Inc. | 0.00% | Reduce -40.2% | 1,471 | $32K |
| Independence Bank of Kentucky | 0.00% | No change | 1,419 | $30K |
| Crewe Advisors LLC | 0.00% | No change | 1,402 | $30K |
| Strategic Advisory Partners, LLC | 0.02% | New | 1,340 | $29K |
| Beacon Capital Management, Inc. | 0.00% | New | 1,293 | $28K |
| Webster Bank, N. A. | 0.00% | No change | 1,212 | $26K |
| Gilpin Wealth Management, LLC | 0.02% | No change | 1,200 | $26K |
| Armor Investment Advisors, LLC | 0.01% | No change | 1,152 | $25K |
| SHP Wealth Management | 0.00% | No change | 1,118 | $24K |
| Tompkins Financial Corp. | 0.00% | No change | 1,106 | $24K |
| Cordgrass Capital Advisors, LLC | 0.01% | Add +15.3% | 1,086 | $23K |
| Abound Wealth Management | 0.01% | Add +5.1% | 1,035 | $22K |
| MJT & Associates Financial Advisory Group, Inc. | 0.02% | Reduce -80.2% | 1,019 | $22K |
| Pacific Center for Financial Services | 0.01% | No change | 929 | $20K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.2% | 900 | $19K |
| Fairway Wealth LLC | 0.00% | No change | 870 | $19K |
| Franklin Resources Inc. | 0.00% | No change | 824 | $18K |
| Sunbelt Securities, Inc. | 0.00% | Add +2.7% | 796 | $17K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.5% | 749 | $16K |
| Howe & Rusling Inc. | 0.00% | Reduce -93.2% | 748 | $16K |
| Financial Consulate, Inc. | 0.00% | Reduce -28.3% | 742 | $16K |
| Citigroup Inc. | 0.00% | Reduce -98.3% | 742 | $16K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +0.1% | 736 | $16K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 733 | $16K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 708 | $15K |
| Bfsg, LLC | 0.00% | Add +0.1% | 649 | $14K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 637 | $14K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -1.9% | 609 | $13K |
| Gill Capital Partners, LLC | 0.00% | New | 588 | $13K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -1.5% | 582 | $12K |
| Noble Wealth Management PBC | 0.01% | Reduce -26.1% | 566 | $12K |
| Tidemark, LLC | 0.00% | Add +42.8% | 561 | $12K |
| CX Institutional | 0.00% | Reduce -3.4% | 566 | $12K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 557 | $12K |
| Archer Investment Corp | 0.00% | Add +382.5% | 550 | $12K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +0.2% | 535 | $11K |
| Activest Wealth Management | 0.00% | Add +0.8% | 534 | $11K |
| CDKV Holdings LLC | 0.01% | No change | 532 | $11K |
| Aventura Private Wealth, LLC | 0.00% | No change | 524 | $11K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 446 | $10K |
| Bellevue Asset Management, LLC | 0.00% | Add +0.2% | 426 | $9K |
| Caldwell Trust Co | 0.00% | No change | 424 | $9K |
| Lodestone Wealth Management LLC | 0.00% | Add +0.5% | 412 | $9K |
| 1620 Investment Advisors, Inc. | 0.01% | Reduce -11.4% | 404 | $9K |
| McIlrath & Eck, LLC | 0.00% | Reduce -62.7% | 399 | $9K |
| Bogart Wealth, LLC | 0.00% | No change | 394 | $8K |
| Comprehensive Financial Planning, Inc. | 0.01% | New | 386 | $8K |
| Key Financial Inc | 0.00% | Reduce -1.0% | 381 | $8K |
| Main Street Group, LTD | 0.00% | New | 380 | $8K |
| Scarborough Advisors, LLC | 0.00% | New | 372 | $8K |
| Valley National Advisers Inc. | 0.00% | No change | 417 | $8K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 357 | $8K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 365 | $8K |
| MCF Advisors LLC | 0.00% | No change | 356 | $8K |
| Triumph Capital Management | 0.00% | Add +13.7% | 332 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Add +0.6% | 330 | $7K |
| Smithfield Trust Co | 0.00% | No change | 312 | $7K |
| PFS Partners, LLC | 0.00% | No change | 323 | $7K |
| Barrett & Company, Inc. | 0.00% | No change | 300 | $6K |
| Delta Asset Management LLC | 0.00% | No change | 296 | $6K |
| HM Payson & Co. | 0.00% | New | 289 | $6K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Add +0.4% | 278 | $6K |
| Synergy Investment Management, LLC | 0.00% | New | 262 | $6K |
| Prestige Wealth Management Group LLC | 0.00% | Add +0.8% | 257 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 250 | $5K |
| Arlington Trust Co LLC | 0.00% | No change | 242 | $5K |
| Red Reef Advisors LLC | 0.01% | Add +0.8% | 241 | $5K |
| Tsfg, LLC | 0.00% | No change | 228 | $5K |
| Investors Research Corp | 0.00% | Reduce -67.9% | 231 | $5K |
| KERR FINANCIAL PLANNING Corp | 0.00% | Add +0.9% | 215 | $5K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 230 | $5K |
| Bank of Montreal | 0.00% | Reduce -97.8% | 230 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | Add +85.1% | 224 | $5K |
| Pflug Koory, LLC | 0.00% | No change | 224 | $5K |
| Horrell Capital Management, Inc. | 0.00% | No change | 220 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | New | 208 | $4K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | Add +0.5% | 195 | $4K |
| Spire Wealth Management | 0.00% | No change | 193 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 185 | $4K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 184 | $4K |
| Integrity Financial Corp | 0.00% | No change | 182 | $4K |
| Van Den Berg Management I, Inc. | 0.00% | New | 172 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -26.8% | 172 | $4K |
| Adirondack Trust Co. | 0.00% | New | 167 | $4K |
| Sound Income Strategies, LLC | 0.00% | Reduce -59.2% | 151 | $3K |
| Sellwood Investment Partners LLC | 0.00% | No change | 142 | $3K |
| International Assets Investment Management, LLC | 0.00% | No change | 137 | $3K |
| Costello Asset Management, INC | 0.00% | Add +0.8% | 123 | $3K |
| Johnson Financial Group, Inc. | 0.00% | No change | 122 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 120 | $3K |
| IMA Advisory Services, Inc. | 0.00% | No change | 116 | $2K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 112 | $2K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 109 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | Add +7.0% | 107 | $2K |
| Sachetta, LLC | 0.00% | Reduce -32.7% | 105 | $2K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 102 | $2K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 98 | $2K |
| Global Wealth Strategies & Associates | 0.00% | New | 97 | $2K |
| Atmos Advisory, LLC | 0.00% | Add +17.9% | 92 | $2K |
| Anfield Capital Management, LLC | 0.00% | No change | 85 | $2K |
| City State Bank | 0.00% | No change | 85 | $2K |
| Kozak & Associates, Inc. | 0.00% | New | 72 | $2K |
| First Pacific Financial | 0.00% | New | 74 | $2K |
| Team Financial Group, LLC | 0.00% | Add +1.4% | 74 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 70 | $2K |
| Hurley Capital, LLC | 0.00% | New | 69 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 67 | $1K |
| Key Capital Management, INC | 0.00% | New | 63 | $1K |
| 1 North Wealth Services LLC | 0.00% | No change | 63 | $1K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 63 | $1K |
| Prosperity Bancshares Inc | 0.00% | No change | 62 | $1K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 61 | $1K |
| Community Bank, N.A. | 0.00% | New | 59 | $1K |
| Kelleher Financial Advisors | 0.00% | New | 54 | $1K |
| Essential Partners LLC | 0.00% | Reduce -51.4% | 51 | $1K |
| Game Plan Financial Advisors, LLC | 0.00% | Add +44.1% | 49 | $1K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -38.8% | 49 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 43 | $925 |
| Solstein Capital, LLC | 0.00% | No change | 40 | $860 |
| GHP Investment Advisors, Inc. | 0.00% | New | 40 | $860 |
| MTM Investment Management, LLC | 0.00% | No change | 39 | $838 |
| Rachor Investment Advisory Services, LLC | 0.00% | New | 38 | $822 |
| Clayton Financial Group LLC | 0.00% | Add +131.3% | 37 | $798 |
| Wagner Wealth Management, LLC | 0.00% | Add +135.7% | 33 | $702 |
| Princeton Global Asset Management LLC | 0.00% | New | 30 | $645 |
| Dunhill Financial, LLC | 0.00% | No change | 26 | $558 |
| Westside Investment Management, Inc. | 0.00% | No change | 20 | $430 |
| Portus Wealth Advisors, LLC | 0.00% | New | 19 | $408 |
| Networth Advisors, LLC | 0.00% | Add +72.7% | 19 | $408 |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -89.2% | 16 | $350 |
| McGuire Capital Advisors Inc. | 0.00% | No change | 16 | $344 |
| Creative Capital Management Investments LLC | 0.00% | Add +77.8% | 16 | $344 |
| Financial Management Professionals, Inc. | 0.00% | No change | 16 | $344 |
| Graney & King, LLC | 0.00% | No change | 14 | $297 |
| NBT Bank, N.A. | 0.00% | Reduce -42.9% | 12 | $258 |
| Biltmore Family Office, LLC | 0.00% | New | 7 | $150 |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -75.0% | 6 | $121 |
| Vanguard Advisers Inc. | 0.00% | — | 4 | $79 |
| Tucker Asset Management LLC | 0.00% | No change | 2 | $43 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 2 | $43 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -50.0% | 1 | $41 |
| Kings Path Partners LLC | 0.00% | No change | 1 | $19 |
| Cambient Family Office, LLC | 0.00% | No change | 1 | $14 |
| 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.