Schwab US REIT ETFSCHHETF
13F holders, Q2 2026 (June 30)596holders +27
73new positions
44sold out
5famous investors
$23.67avg. 13F price*
At the end of Q2 2026, 596 institutions reported holding Schwab US REIT ETF (SCHH) in their 13F filings, up 27 from Q1 2026. 73 opened new positions and 44 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.4B), Northwestern Mutual Wealth Management Co. ($1.2B) and US Bancorp \de ($813.1M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Schwab US REIT ETF
- CUSIP
- 808524847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $45.2M |
| Exits | 44 | $13.3M |
All 13F filers, Q1 2026 → Q2 2026: 50,474,857 shares bought and 12,064,575 shares sold, net +38,410,282 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 596 holders
| Financial Engines Advisors L.L.C. | 2.52% | Reduce -0.1% | 59,841,430 | $1.4B |
| Northwestern Mutual Wealth Management Co. | 0.63% | Add +557.8% | 49,794,731 | $1.2B |
| US Bancorp \de | 0.89% | Add +1.9% | 34,334,144 | $813.1M |
| FMR LLC | 0.03% | Reduce -1.6% | 24,732,957 | $585.7M |
| Creative Planning | 0.27% | Reduce -3.4% | 19,656,745 | $465.5M |
| Envestnet Asset Management Inc. | 0.07% | Add +6.5% | 11,756,832 | $278.4M |
| Dumac, Inc. | 17.06% | No change | 7,929,093 | $187.8M |
| Two Sigma Investments, LP | 0.06% | Reduce -73.5% | 3,186,737 | $75.5M |
| Cerity Partners LLC | 0.08% | Add +2.4% | 2,724,095 | $64.5M |
| Benjamin Edwards Inc. | 0.48% | Add +6.2% | 2,229,955 | $52.8M |
| Ameriprise Financial Inc. | 0.01% | Add +7.5% | 2,178,577 | $51.6M |
| Mason Street Advisors, LLC | 4.61% | Add +31.3% | 2,161,115 | $51.2M |
| Elm Partners Management LLC | 1.54% | Add +79.8% | 1,816,239 | $43.0M |
| Charles Schwab Trust Co | 1.98% | Reduce -0.0% | 1,498,729 | $35.5M |
| Rational Advisors, Inc. | 3.12% | Add +12.1% | 1,366,280 | $32.4M |
| Moneta Group Investment Advisors LLC | 0.19% | Add +4.2% | 1,109,653 | $26.3M |
| M&T Bank Corp | 0.07% | Add +0.2% | 1,048,116 | $24.8M |
| Manning & Napier Advisors LLC | 0.30% | Add +35.8% | 963,416 | $23.2M |
| Hantz Financial Services, Inc. | 0.31% | Add +5.2% | 975,230 | $23.1M |
| Foster & Motley Inc. | 1.03% | Reduce -4.6% | 944,793 | $22.4M |
| Invesco Ltd. | 0.00% | Add +42.4% | 944,500 | $22.4M |
| Pioneer Wealth Management Group | 5.05% | Add +8.3% | 883,192 | $20.9M |
| BlackRock, Inc. | 0.00% | Reduce -25.4% | 874,401 | $20.7M |
| ZynergyRetirementPlanningLLC | 10.54% | Add +1.8% | 820,717 | $19.4M |
| Betterment LLC | 0.03% | Reduce -0.1% | 794,598 | $18.8M |
| Waverly Advisors, LLC | 0.11% | Add +3.3% | 770,626 | $18.2M |
| Principal Securities, Inc. | 0.21% | Add +7.7% | 733,151 | $17.4M |
| Morningstar Investment Management LLC | 0.93% | No change | 705,180 | $15.2M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +2.5% | 625,162 | $14.8M |
| D. E. Shaw & Co. | 0.01% | Add +430.3% | 595,924 | $14.1M |
| Tortoise Investment Management, LLC | 1.01% | Add +1.7% | 570,742 | $13.5M |
| Krilogy Financial LLC | 0.37% | Add +2.1% | 527,590 | $12.5M |
| LPL Financial LLC | 0.00% | Add +41.3% | 519,851 | $12.3M |
| Courage Miller Partners, LLC | 3.24% | Reduce -0.6% | 518,727 | $12.3M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -2.6% | 503,191 | $11.9M |
| Strategic Financial Planning, Inc. | 6.17% | New | 499,423 | $11.8M |
| Firestone Capital Management | 2.17% | Add +3.2% | 491,986 | $11.7M |
| Jones Financial Companies LLLP | 0.00% | Add +25.9% | 478,950 | $11.6M |
| Assetmark, Inc. | 0.02% | Add +150.0% | 463,449 | $11.0M |
| Wealthfront Advisers LLC | 0.02% | Add +7.9% | 429,425 | $10.2M |
| Vise Technologies, Inc. | 0.11% | Add +1.3% | 423,519 | $10.0M |
| Mariner, LLC | 0.01% | Add +5.7% | 423,395 | $10.0M |
| Waterford Advisors, LLC | 2.71% | Add +6.6% | 429,163 | $9.9M |
| Wealth Management Resources, Inc. | 2.97% | Add +0.1% | 407,235 | $9.6M |
| Avior Wealth Management, LLC | 0.25% | Add +1.5% | 403,264 | $9.5M |
| Focus Partners Wealth | 0.01% | Add +9.8% | 395,395 | $9.4M |
| Morgan Stanley | 0.00% | Add +0.9% | 395,081 | $9.4M |
| Jackson Thornton Wealth Management, LLC | 0.74% | Reduce -1.3% | 394,256 | $9.3M |
| Flow Traders U.S. LLC | 0.37% | New | 382,561 | $9.1M |
| Wells Fargo & Company | 0.00% | Reduce -0.6% | 354,243 | $8.4M |
| Vista Capital Partners, Inc. | 0.72% | Add +1.1% | 349,509 | $8.3M |
| Amicus Financial Advisors, LLC | 2.02% | Reduce -1.8% | 347,827 | $8.2M |
| Osaic Holdings, Inc. | 0.01% | Add +7.7% | 343,604 | $8.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -3.3% | 342,801 | $8.1M |
| National Bank of Canada | 0.01% | Reduce -6.1% | 336,652 | $8.0M |
| Neuberger Berman Group LLC | 0.01% | Reduce -0.1% | 332,271 | $7.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.0% | 293,979 | $7.0M |
| Upper Left Wealth Management, LLC | 3.78% | Add +3.5% | 288,256 | $6.8M |
| CoreCap Advisors, LLC | 0.20% | Add +7.7% | 285,187 | $6.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -4.8% | 283,561 | $6.7M |
| Bank of America Corp. | 0.00% | Add +13.6% | 283,405 | $6.7M |
| White & Co Financial Planning Inc | 4.13% | Add +0.8% | 281,314 | $6.7M |
| Passive Capital Management, LLC. | 1.96% | Reduce -3.9% | 299,841 | $6.3M |
| WealthCollab, LLC | 2.25% | Add +0.2% | 262,197 | $6.2M |
| UBS Group AG | 0.00% | Reduce -48.2% | 253,725 | $6.0M |
| Asset Allocation Strategies LLC | 0.92% | Add +1.8% | 252,804 | $6.0M |
| Stanich Group LLC | 3.65% | Add +7.9% | 245,088 | $5.8M |
| Williams Financial, LLC | 2.95% | Add +4.8% | 240,915 | $5.7M |
| Texas Yale Capital Corp. | 0.12% | Reduce -4.9% | 240,795 | $5.7M |
| Cypress Point Wealth Management, LLC | 1.16% | Add +3.7% | 240,432 | $5.7M |
| Elevation Wealth Partners, LLC | 1.67% | Add +1.8% | 235,300 | $5.6M |
| Appleton Partners Inc. | 0.34% | Add +2.0% | 233,742 | $5.5M |
| Frisco Financial Planning LLC | 4.14% | Add +4.8% | 232,260 | $5.5M |
| Pure Financial Advisors, LLC | 0.07% | Add +0.2% | 221,578 | $5.2M |
| Good Steward Wealth Advisors,LLC | 3.11% | Reduce -0.4% | 217,166 | $5.1M |
| Smith, Moore & Co. | 0.32% | Add +2.1% | 210,944 | $5.0M |
| Baird Financial Group, Inc. | 0.01% | Add +0.8% | 209,614 | $5.0M |
| HighTower Advisors, LLC | 0.00% | Add +1.6% | 209,295 | $5.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -6.2% | 201,709 | $4.8M |
| Fiduciary Alliance LLC | 0.32% | Reduce -1.0% | 200,307 | $4.7M |
| Almitas Capital LLC | 1.13% | New | 198,600 | $4.7M |
| Perigon Wealth Management, LLC | 0.07% | Add +14.5% | 193,274 | $4.6M |
| Cetera Investment Advisers | 0.00% | Add +0.5% | 191,167 | $4.5M |
| Quadrature Capital Ltd | 0.04% | Add +602.3% | 186,362 | $4.4M |
| Omega Financial Group, LLC | 1.29% | Reduce -0.7% | 178,953 | $4.2M |
| Raymond James Financial Inc. | 0.00% | Add +18.2% | 170,239 | $4.0M |
| Moisand Fitzgerald Tamayo, LLC | 0.39% | Reduce -1.4% | 167,885 | $4.0M |
| Brooklyn FI, LLC | 0.72% | Add +3.4% | 161,309 | $3.9M |
| SWS Partners | 0.84% | Reduce -0.4% | 164,597 | $3.9M |
| Rooted Wealth Advisors, Inc. | 0.95% | Add +5.6% | 164,400 | $3.9M |
| Tower Research Capital LLC (TRC) | 0.09% | Reduce -44.4% | 158,756 | $3.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Reduce -2.9% | 157,493 | $3.7M |
| Flatrock Wealth Partners LLC | 1.46% | Add +5.9% | 157,233 | $3.7M |
| Clearstead Advisors, LLC | 0.03% | Add +0.0% | 150,303 | $3.6M |
| LifePlan Investment Advisors, Inc. | 1.22% | Reduce -0.9% | 149,269 | $3.5M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +11.0% | 137,744 | $3.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +30.5% | 136,340 | $3.2M |
| Plancorp, LLC | 0.08% | New | 128,099 | $3.1M |
| CIBC Bancorp USA Inc. | 0.00% | Add +14.4% | 129,902 | $3.1M |
| JMG Financial Group, Ltd. | 0.07% | Add +14.3% | 125,419 | $3.0M |
| Renaissance Technologies | 0.00% | New | 124,900 | $3.0M |
| Ballast Advisors LLC | 0.70% | Reduce -1.4% | 124,138 | $2.9M |
| Guardian Financial Partners, LLC | 1.13% | Add +0.2% | 122,537 | $2.9M |
| Glassy Mountain Advisors, Inc. | 0.79% | Add +0.2% | 121,698 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -28.6% | 119,745 | $2.8M |
| Sagace Wealth Management LLC | 1.79% | Reduce -2.8% | 119,715 | $2.8M |
| Landmark Wealth Management, LLC | 0.67% | Add +2.6% | 118,582 | $2.8M |
| Brand Asset Management Group, Inc. | 0.61% | Reduce -2.7% | 115,591 | $2.7M |
| Alaska Wealth Advisors, LLC | 0.28% | Add +6.5% | 107,660 | $2.5M |
| Madden Advisory Services, Inc. | 0.91% | Reduce -0.9% | 107,454 | $2.5M |
| Koss-Olinger Consulting, LLC | 0.19% | Add +0.7% | 106,854 | $2.5M |
| Black Diamond Financial, LLC | 0.22% | Add +1.4% | 105,377 | $2.5M |
| Midwest Trust Co | 0.03% | Reduce -0.7% | 105,203 | $2.5M |
| Ramiah Investment Group | 1.89% | Add +0.8% | 104,328 | $2.5M |
| Davis Capital Management | 1.46% | Add +5.5% | 104,130 | $2.5M |
| Sachem Hill LLC | 0.44% | Reduce -0.7% | 103,408 | $2.4M |
| HRT Financial LP | 0.00% | Reduce -8.4% | 103,340 | $2.4M |
| Mgo One Seven LLC | 0.04% | Reduce -0.9% | 103,094 | $2.4M |
| Brio Consultants, LLC | 0.29% | Add +3.1% | 102,848 | $2.4M |
| Summit Financial, LLC | 0.03% | Add +7.0% | 102,335 | $2.4M |
| Hexagon Capital Partners LLC | 0.34% | Add +11.6% | 101,837 | $2.4M |
| Wrenne Financial Planning LLC | 0.80% | Add +3.5% | 100,039 | $2.4M |
| Gotham Asset Management | 0.01% | No change | 99,058 | $2.3M |
| Stockman Wealth Management, Inc. | 0.24% | Add +7.5% | 98,351 | $2.3M |
| FC Advisory LLC | 0.61% | Reduce -3.8% | 97,213 | $2.3M |
| Epiq Partners, LLC | 1.00% | Reduce -0.2% | 97,151 | $2.3M |
| Awm Capital, LLC | 0.18% | Add +0.2% | 96,936 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +79.9% | 95,279 | $2.3M |
| Farther Finance Advisors, LLC | 0.02% | Add +4.0% | 95,223 | $2.3M |
| MML Investors Services, LLC | 0.00% | Add +84.0% | 92,041 | $2.2M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -4.5% | 90,471 | $2.1M |
| Geneos Wealth Management Inc. | 0.04% | Add +0.3% | 89,581 | $2.1M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 88,241 | $2.1M |
| Kohmann Bosshard Financial Services, LLC | 0.18% | Add +3.0% | 87,755 | $2.1M |
| Patriot Investment Management Group, Inc. | 0.12% | Reduce -0.2% | 87,137 | $2.1M |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +11.5% | 85,528 | $2.0M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -2.7% | 84,514 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Add +18.1% | 81,863 | $2.0M |
| Independent Solutions Wealth Management, LLC | 0.25% | Reduce -0.3% | 79,748 | $1.9M |
| Cascade Financial Partners, LLC | 0.16% | Reduce -9.7% | 78,649 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +0.9% | 78,212 | $1.9M |
| Cape Investment Advisory, Inc. | 0.49% | Reduce -6.5% | 77,521 | $1.8M |
| Carter Financial Group, INC. | 0.94% | Add +2.7% | 76,887 | $1.8M |
| Csenge Advisory Group | 0.07% | Add +27.0% | 76,304 | $1.8M |
| Atlas Capital Advisors Inc. | 0.19% | Add +138.3% | 74,771 | $1.8M |
| Braun-Bostich & Associates Inc. | 0.97% | Reduce -3.6% | 73,667 | $1.7M |
| Tempus Wealth Planning, LLC | 0.34% | Add +3.7% | 72,954 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Add +6.1% | 72,920 | $1.7M |
| MAI Capital Management | 0.01% | Add +3.6% | 72,486 | $1.7M |
| BlueSky Wealth Advisors, LLC | 0.20% | Reduce -37.4% | 71,692 | $1.7M |
| Bleakley Financial Group, LLC | 0.02% | Reduce -26.3% | 70,114 | $1.7M |
| HHM Wealth Advisors, LLC | 0.17% | Reduce -3.3% | 69,932 | $1.7M |
| SGL Investment Advisors, Inc. | 0.57% | Reduce -37.1% | 68,583 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Add +64.9% | 66,205 | $1.6M |
| Royal Bank of Canada | 0.00% | Reduce -2.6% | 65,757 | $1.6M |
| IFP Advisors, Inc | 0.03% | Add +22.4% | 64,394 | $1.5M |
| Johnson Financial Group, LLC | 0.08% | Reduce -36.5% | 64,289 | $1.5M |
| Trillium Asset Management, LLC | 0.05% | No change | 63,978 | $1.5M |
| Comprehensive Money Management Services LLC | 0.95% | Add +13.8% | 63,479 | $1.5M |
| Choreo, LLC | 0.02% | Reduce -1.7% | 62,930 | $1.5M |
| Fairview Capital Investment Management, LLC | 0.08% | Reduce -5.7% | 62,254 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.0% | 60,664 | $1.4M |
| Savant Capital, LLC | 0.00% | Add +93.6% | 61,563 | $1.4M |
| SeaCrest Wealth Management, LLC | 0.16% | Reduce -1.2% | 60,141 | $1.4M |
| Valmark Advisers, Inc. | 0.01% | Reduce -4.6% | 58,819 | $1.4M |
| Breakwater Investment Management | 0.47% | Reduce -5.1% | 58,738 | $1.4M |
| Empower Advisory Group, LLC | 0.00% | Reduce -2.8% | 58,330 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Add +127.8% | 57,938 | $1.4M |
| Allstreet Capital Advisors LLC | 0.89% | Add +6.3% | 57,859 | $1.4M |
| CreativeOne Wealth, LLC | 0.03% | Add +7.7% | 56,882 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -5.8% | 56,582 | $1.3M |
| Hillcrest Wealth Advisors - NY, LLC | 0.46% | Add +3.6% | 54,600 | $1.3M |
| Bestgate Wealth Advisors, LLC | 2.04% | Add +0.8% | 54,181 | $1.3M |
| Private Advisory Group LLC | 0.07% | Add +33.9% | 53,792 | $1.3M |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Add +0.6% | 52,282 | $1.2M |
| IFG Advisors, LLC | 0.17% | Reduce -7.6% | 52,010 | $1.2M |
| Peterson Wealth Advisors, LLC | 0.14% | Reduce -8.0% | 50,779 | $1.2M |
| Peloton Wealth Strategists | 0.46% | Add +3.6% | 50,773 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | Add +2.1% | 50,346 | $1.2M |
| Integrity Alliance, Llc. | 0.04% | Reduce -0.1% | 49,980 | $1.2M |
| Liberty Capital Management, Inc. | 0.20% | — | 49,047 | $1.2M |
| Curbstone Financial Management Corp | 0.20% | Reduce -0.8% | 48,732 | $1.2M |
| Parkside Financial Bank & Trust | 0.08% | Add +14.3% | 47,278 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Add +163.0% | 47,251 | $1.1M |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.7% | 44,562 | $1.1M |
| SigFig Wealth Management, LLC | 0.03% | Add +0.9% | 44,919 | $1.1M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.16% | Reduce -8.1% | 44,511 | $1.1M |
| Greenwood Capital Associates LLC | 0.10% | Add +38.1% | 44,198 | $1.0M |
| Quantinno Capital Management LP | 0.00% | Add +67.7% | 44,173 | $1.0M |
| North Forty Two & Co. | 0.88% | No change | 43,824 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Reduce -2.8% | 43,817 | $1.0M |
| Rockbridge Investment Management, LCC | 0.08% | Reduce -7.0% | 43,791 | $1.0M |
| Cooke Wealth Management, LLC | 0.84% | Reduce -1.7% | 43,081 | $1.0M |
| Odyssey Capital Advisors, Inc. | 0.70% | Add +15.6% | 41,467 | $982K |
| Foster Group, Inc. | 0.03% | Add +0.7% | 40,990 | $971K |
| Gradient Capital Advisors, LLC | 0.22% | Add +0.1% | 39,899 | $945K |
| Captrust Financial Advisors | 0.00% | Add +8.5% | 39,812 | $943K |
| Wakefield Asset Management LLLP | 0.21% | Reduce -0.4% | 39,401 | $933K |
| Fund Evaluation Group, LLC | 0.03% | Reduce -2.3% | 39,129 | $927K |
| Murphy & Mullick Capital Management Corp | 0.57% | Reduce -0.7% | 39,024 | $924K |
| Yoder Wealth Management, Inc. | 0.36% | Reduce -19.7% | 38,779 | $918K |
| Corient Private Wealth LP | 0.00% | Add +285.6% | 38,496 | $912K |
| Northern Trust Corp. | 0.00% | Reduce -10.9% | 38,019 | $900K |
| LCW Services, LLC | 0.39% | Reduce -3.8% | 37,622 | $891K |
| Villere St Denis J & Co. LLC | 0.11% | New | 37,168 | $880K |
| Aletheian Wealth Advisors LLC | 0.37% | Reduce -0.0% | 36,760 | $870K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +105.4% | 36,671 | $868K |
| RCW Management, LLC | 0.78% | Add +2.0% | 36,619 | $867K |
| WT Wealth Management | 0.24% | Reduce -0.4% | 36,523 | $865K |
| Kingsview Wealth Management, LLC | 0.01% | Add +6.0% | 34,142 | $808K |
| Bailard, Inc. | 0.02% | Add +58.4% | 33,668 | $797K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +125.7% | 33,287 | $788K |
| Banque Cantonale Vaudoise | 0.03% | Reduce -0.6% | 32,967 | $781K |
| IF Advisors, LLC | 0.51% | No change | 32,945 | $780K |
| Droms Strauss Advisors Inc. /Mo/ | 0.18% | Add +2.1% | 32,622 | $772K |
| Roble, Belko & Company, Inc | 0.08% | Reduce -2.6% | 32,499 | $770K |
| Walkner Condon Financial Advisors LLC | 0.09% | Add +1.3% | 32,366 | $766K |
| Money Concepts Capital Corp. | 0.04% | Reduce -0.8% | 32,016 | $758K |
| Integrated Wealth Concepts LLC | 0.00% | Add +11.7% | 31,605 | $748K |
| Natixis Advisors, LLC | 0.00% | Add +20.8% | 31,402 | $743K |
| Brown Wealth Management, LLC | 0.17% | Reduce -13.8% | 31,233 | $740K |
| Parallel Advisors, LLC | 0.01% | Add +8.8% | 31,109 | $737K |
| Focus Financial Network, Inc. | 0.02% | Add +6.0% | 30,910 | $732K |
| Balboa Wealth Partners | 0.10% | New | 30,614 | $725K |
| Axxcess Wealth Management, LLC | 0.01% | New | 30,308 | $718K |
| Evergreen Capital Management LLC | 0.01% | No change | 29,959 | $709K |
| Christensen, King & Associates Investment Services, Inc. | 0.28% | Reduce -9.9% | 29,878 | $708K |
| Trivium Point Advisory, LLC | 0.06% | New | 29,520 | $699K |
| Pacific Capital Wealth Advisors, Inc. | 0.11% | Reduce -67.6% | 29,511 | $699K |
| Range Advisory, LLC | 0.08% | New | 29,353 | $695K |
| Roundview Capital LLC | 0.04% | Reduce -1.0% | 28,755 | $681K |
| Altfest L J & Co. Inc. | 0.07% | Reduce -14.3% | 28,337 | $671K |
| Nuveen, LLC | 0.00% | New | 28,307 | $670K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -21.0% | 28,304 | $670K |
| Medallion Wealth Advisors, LLC | 0.21% | Add +2.3% | 27,902 | $664K |
| Fort Point Capital Partners LLC | 0.07% | Add +56.7% | 27,944 | $662K |
| Dorato Capital Management | 0.44% | Add +0.5% | 26,995 | $645K |
| Prospect Financial Group LLC | 0.51% | Reduce -2.3% | 26,635 | $631K |
| Rothschild Wealth LLC | 0.05% | Add +96.5% | 26,616 | $630K |
| AQR Capital Management | 0.00% | Add +38.4% | 26,513 | $628K |
| Lodestar Private Asset Management LLC | 0.05% | Reduce -4.3% | 26,404 | $625K |
| Rakuten Investment Management, Inc. | 0.00% | Reduce -40.0% | 25,690 | $619K |
| Atria Investments, Inc | 0.01% | Add +104.3% | 26,094 | $618K |
| OneDigital Investment Advisors LLC | 0.01% | Add +8.4% | 25,946 | $614K |
| Pine Haven Investment Counsel, Inc | 0.41% | Add +13.1% | 25,572 | $606K |
| PFG Advisors | 0.03% | Reduce -4.0% | 25,171 | $596K |
| Park Avenue Securities LLC | 0.00% | New | 24,931 | $590K |
| Grey Fox Wealth Advisors, LLC | 0.09% | Add +2.1% | 24,656 | $584K |
| Mission Wealth Management, LP | 0.01% | Reduce -31.8% | 24,523 | $581K |
| Bluestem Financial Advisors, LLC | 0.20% | Reduce -0.9% | 24,438 | $579K |
| Friedenthal Financial | 0.27% | Reduce -1.4% | 24,257 | $574K |
| Clear Retirement Advice LLC | 0.39% | No change | 24,235 | $574K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -10.9% | 23,921 | $566K |
| Human Investing LLC | 0.07% | Reduce -0.1% | 23,789 | $563K |
| Valued Wealth Advisors LLC | 0.20% | Reduce -2.1% | 23,584 | $558K |
| Watershed Private Wealth LLC | 0.16% | No change | 23,440 | $555K |
| Interactive Financial Advisors, Inc. | 0.34% | Add +6.8% | 24,780 | $551K |
| Tradition Wealth Management, LLC | 0.03% | Add +0.1% | 23,210 | $550K |
| Wilkins Miller Wealth Management, LLC | 0.30% | Add +27.5% | 23,105 | $547K |
| Portland Financial Advisors Inc | 1.00% | Add +2.9% | 23,052 | $546K |
| Qube Research & Technologies Ltd | 0.00% | New | 22,864 | $541K |
| Commerce Bank | 0.00% | Add +15.3% | 22,798 | $540K |
| Menora Mivtachim Holdings LTD. | 0.00% | No change | 22,500 | $533K |
| Integral Investment Advisors, Inc. | 0.11% | Reduce -20.0% | 21,875 | $518K |
| BCS Wealth Management | 0.09% | Reduce -7.5% | 21,704 | $514K |
| Discipline Wealth Solutions, LLC | 0.04% | Add +0.7% | 21,223 | $503K |
| Luts & Greenleigh Group, Inc. | 0.38% | No change | 21,200 | $502K |
| R2 Capital Strategies, LLC | 0.23% | — | 21,150 | $501K |
| Aegis Wealth Management LLC | 0.23% | No change | 21,038 | $498K |
| Hardin Capital Partners, LLC | 0.23% | Add +7.5% | 20,582 | $490K |
| Sei Investments Co. | 0.00% | Add +0.3% | 20,653 | $489K |
| IVC Wealth Advisors LLC | 0.19% | Add +1.0% | 20,560 | $487K |
| Bigelow Investment Advisors, LLC | 0.18% | Reduce -13.6% | 20,451 | $484K |
| Nwam LLC | 0.02% | Add +4.7% | 20,343 | $482K |
| Carrera Capital Advisors | 0.07% | Add +0.5% | 20,176 | $478K |
| Compound Planning, Inc. | 0.01% | Reduce -10.2% | 20,156 | $477K |
| JTC Employer Solutions Trustee Ltd | 0.04% | No change | 19,850 | $470K |
| Fonville Wealth Management LLC | 0.08% | Add +0.1% | 19,717 | $467K |
| GTS Securities LLC | 0.01% | New | 19,496 | $462K |
| XY Planning Network, Inc. | 0.06% | Add +5.2% | 19,186 | $454K |
| Swmg, LLC | 0.11% | Add +82.5% | 18,849 | $453K |
| Creative Financial Designs Inc. | 0.02% | Add +4.5% | 19,117 | $453K |
| Cordant, Inc. | 0.16% | Reduce -2.2% | 18,960 | $449K |
| Whelan Financial | 0.12% | Add +8.2% | 18,913 | $448K |
| Waterloo Capital, L.P. | 0.02% | Add +11.8% | 18,559 | $439K |
| WBH Advisory Inc. | 0.03% | Reduce -1.0% | 18,423 | $436K |
| Rialto Wealth Management, LLC | 0.09% | Reduce -4.0% | 18,420 | $436K |
| Thompson Investment Management, Inc. | 0.05% | Add +5.2% | 18,086 | $428K |
| Blueline Advisors LLC | 0.29% | No change | 17,906 | $424K |
| Lederer & Associates Investment Counsel | 0.28% | Reduce -2.7% | 17,882 | $423K |
| Maripau Wealth Management LLC | 0.15% | Add +16.7% | 17,814 | $422K |
| Jacobs Equity LLC | 0.29% | Reduce -0.5% | 17,756 | $420K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -10.4% | 17,331 | $420K |
| Savvy Advisors, Inc. | 0.01% | Add +4.9% | 17,580 | $416K |
| CWA Asset Management Group, LLC | 0.01% | Add +1.6% | 17,543 | $415K |
| Poinciana Advisors Group, LLC | 0.31% | Add +11.8% | 17,503 | $414K |
| Certuity, LLC | 0.02% | No change | 17,305 | $410K |
| Goldman Sachs Group Inc. | 0.00% | Add +8.1% | 17,232 | $408K |
| Pinnacle Bancorp, Inc. | 0.11% | Reduce -0.4% | 17,228 | $408K |
| RFG Holdings, Inc. | 0.09% | Reduce -14.3% | 17,140 | $406K |
| Antonelli Financial Advisors, LLC | 0.27% | Reduce -15.8% | 16,758 | $397K |
| Everhart Financial Group, Inc. | 0.03% | Reduce -15.6% | 16,668 | $395K |
| Laraway Financial Advisors Inc | 0.24% | Reduce -1.0% | 16,641 | $394K |
| Lee Financial Co | 0.05% | Reduce -0.2% | 16,621 | $394K |
| Strategic Family Wealth Counselors, L.L.C. | 0.09% | No change | 16,461 | $390K |
| Fifth Third Bancorp | 0.00% | Add +244.6% | 16,446 | $389K |
| OneAscent Financial Services LLC | 0.02% | Reduce -0.9% | 16,424 | $389K |
| Phocas Financial Corp. | 0.05% | No change | 16,411 | $389K |
| Keystone Global Partners, LLC | 0.15% | No change | 16,285 | $386K |
| Ariadne Wealth Management, LP | 0.17% | Add +0.1% | 16,239 | $385K |
| Bangor Savings Bank | 0.03% | Reduce -3.7% | 16,104 | $381K |
| VSM Wealth Advisory, LLC | 0.10% | Reduce -1.5% | 15,914 | $377K |
| United Advisor Group, LLC | 0.04% | Reduce -9.2% | 15,866 | $376K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +46.5% | 15,797 | $374K |
| Allworth Financial LP | 0.00% | Reduce -7.5% | 15,788 | $374K |
| Strata Wealth Advisors, LLC | 0.09% | No change | 15,775 | $374K |
| Sanctuary Advisors, LLC | 0.00% | Add +67.5% | 15,760 | $373K |
| Advantage Trust Co | 0.13% | New | 15,740 | $373K |
| Modera Wealth Management, LLC | 0.00% | Reduce -4.8% | 15,688 | $372K |
| Merit Financial Group, LLC | 0.00% | Reduce -18.4% | 15,579 | $369K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.6% | 15,571 | $369K |
| M Wealth Management, LLC | 0.29% | Reduce -1.0% | 15,343 | $363K |
| Koshinski Asset Management, Inc. | 0.02% | Add +0.6% | 15,204 | $360K |
| Western Wealth Management, LLC | 0.01% | Reduce -16.6% | 15,184 | $360K |
| Legacy Capital Wealth Partners, LLC | 0.07% | Add +0.7% | 15,030 | $356K |
| Values Added Financial LLC | 0.13% | Add +1.4% | 14,986 | $355K |
| Kestra Advisory Services, LLC | 0.00% | Add +44.8% | 14,952 | $354K |
| Stableford Capital II LLC | 0.12% | Reduce -24.1% | 14,899 | $353K |
| Prepared Retirement Institute LLC | 0.15% | New | 14,664 | $347K |
| Elser Financial Planning, Inc | 0.01% | Reduce -5.2% | 14,316 | $339K |
| Rinkey Investments | 0.08% | Reduce -2.0% | 14,263 | $338K |
| AlphaCore Capital LLC | 0.01% | Reduce -0.1% | 14,220 | $337K |
| Alpha Omega Wealth Management LLC | 0.05% | No change | 14,180 | $336K |
| Orographic Financial Advisors, LLC | 0.22% | Reduce -0.5% | 14,000 | $333K |
| Composition Wealth, LLC | 0.00% | New | 14,033 | $332K |
| Invst, LLC | 0.03% | Add +49.7% | 13,938 | $330K |
| UMB Bank, n.a. | 0.00% | Add +127.9% | 13,505 | $320K |
| Visionary Wealth Advisors | 0.01% | Reduce -0.6% | 13,465 | $319K |
| Harbour Investments, Inc. | 0.00% | Add +17.9% | 13,371 | $317K |
| Piscataqua Savings Bank | 0.21% | No change | 13,196 | $312K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -11.4% | 12,868 | $305K |
| Facet Wealth, Inc. | 0.00% | Reduce -25.9% | 12,713 | $301K |
| Point72 Asset Management | 0.00% | Reduce -82.7% | 12,603 | $298K |
| Pathstone Holdings, LLC | 0.00% | New | 12,377 | $293K |
| Downshift Financial, LLC | 0.13% | Reduce -2.6% | 12,375 | $293K |
| FF Advisors,LLC | 0.11% | No change | 12,289 | $291K |
| Heartwood Wealth Advisors LLC | 0.02% | Add +16.9% | 12,285 | $291K |
| Cypress Financial Planning LLC | 0.07% | Reduce -1.7% | 12,250 | $290K |
| Synergy Financial Group, LTD | 0.21% | No change | 12,179 | $288K |
| Root Financial Partners, LLC | 0.01% | Reduce -9.5% | 12,002 | $284K |
| Allen Capital Group, LLC | 0.02% | Reduce -3.7% | 11,908 | $282K |
| Cambridge Advisors Inc. | 0.05% | Reduce -3.2% | 11,857 | $281K |
| CAP Partners, LLC | 0.14% | Add +0.4% | 11,783 | $279K |
| WCG Wealth Advisors LLC | 0.01% | New | 11,681 | $277K |
| One Charles Private Wealth Services, LLC | 0.06% | Reduce -1.8% | 11,409 | $270K |
| Moss Adams Wealth Advisors LLC | 0.02% | No change | 11,307 | $268K |
| Mason Investment Advisory Services, Inc. | 0.01% | No change | 11,165 | $264K |
| Lewis Asset Management, LLC | 0.09% | Add +1.2% | 11,017 | $261K |
| Embree Financial Group | 0.03% | Reduce -0.1% | 10,861 | $257K |
| Skyline Advisors, Inc. | 0.08% | No change | 10,736 | $254K |
| KRM Wealth Management L.L.C. | 0.11% | Add +0.6% | 10,652 | $252K |
| Two Sigma Securities, LLC | 0.02% | Reduce -79.0% | 10,505 | $249K |
| Compass Financial Group, INC | 0.03% | New | 10,405 | $246K |
| Compass Financial Management LLC | 0.03% | — | 10,277 | $243K |
| Meridian Wealth Management, LLC | 0.01% | Add +0.1% | 10,207 | $242K |
| Godfrey Financial Associates, Inc. | 0.18% | Add +0.1% | 9,767 | $240K |
| Palisades Hudson Asset Management, L.P. | 0.08% | Reduce -2.4% | 10,001 | $237K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -7.2% | 10,004 | $237K |
| Founders Financial Securities LLC | 0.01% | Reduce -5.6% | 9,990 | $237K |
| First Western Trust Bank | 0.01% | No change | 9,860 | $233K |
| First National Bank of Omaha | 0.01% | Reduce -17.1% | 9,824 | $233K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -1.8% | 9,775 | $231K |
| SMI Advisory Services, LLC | 0.04% | New | 9,630 | $230K |
| Websterrogers Financial Advisors, LLC | 0.06% | Add +0.1% | 9,623 | $228K |
| AE Wealth Management LLC | 0.00% | Add +35.3% | 9,604 | $227K |
| Private Wealth Asset Management, LLC | 0.02% | Add +11.8% | 9,560 | $226K |
| Paladin Advisory Group, LLC | 0.15% | No change | 9,550 | $226K |
| IMA Advisory Services, Inc. | 0.01% | Add +8094.0% | 9,505 | $225K |
| Worth Asset Management, LLC | 0.07% | New | 9,425 | $223K |
| Signal Advisors Wealth, LLC | 0.01% | New | 9,415 | $223K |
| IFG Advisory, LLC | 0.01% | New | 9,349 | $221K |
| Plan A Wealth LLC | 0.09% | New | 9,310 | $220K |
| Cornerstone Advisors Asset Management, LLC | 0.03% | New | 9,218 | $218K |
| JDH Wealth Management, LLC | 0.13% | New | 9,177 | $217K |
| Summit Financial Strategies, Inc. | 0.01% | Reduce -48.4% | 8,997 | $213K |
| Nicolet Bankshares Inc. | 0.01% | Reduce -13.0% | 8,910 | $211K |
| QRG Capital Management, Inc. | 0.00% | New | 8,903 | $211K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -27.9% | 8,862 | $210K |
| XTX Topco Ltd | 0.00% | Reduce -30.5% | 8,825 | $209K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -10.7% | 8,797 | $208K |
| ETF Store, Inc. | 0.17% | Reduce -5.8% | 8,769 | $208K |
| Red Door Wealth Management, LLC | 0.02% | New | 8,757 | $207K |
| Emergent Wealth Advisors, LLC | 0.11% | New | 8,820 | $207K |
| Greenleaf Trust | 0.00% | New | 8,739 | $207K |
| Simplicity Wealth,LLC | 0.01% | Reduce -37.1% | 8,690 | $206K |
| Ketron Financial | 0.06% | New | 8,675 | $205K |
| Strategic Financial Services, Inc. | 0.01% | New | 8,650 | $205K |
| Creekside Partners | 0.07% | New | 8,547 | $202K |
| Integrity Advisory Solutions, LLC | 0.02% | New | 8,464 | $200K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +63.9% | 8,366 | $198K |
| Aptus Capital Advisors, LLC | 0.00% | Add +5.3% | 7,353 | $174K |
| 3 Factor Indexing, LLC | 0.13% | No change | 6,522 | $154K |
| Capital Analysts, LLC | 0.00% | Reduce -2.3% | 6,274 | $149K |
| JDM Financial Group LLC | 0.05% | Reduce -4.3% | 6,252 | $148K |
| LGT Financial Advisors LLC | 0.77% | No change | 6,109 | $145K |
| Smallwood Wealth Investment Management, LLC | 0.06% | No change | 6,008 | $142K |
| Indiana Trust & Investment Management Co | 0.04% | No change | 5,683 | $135K |
| MidFirst Bank | 0.01% | Reduce -43.2% | 5,607 | $133K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +49.5% | 5,283 | $125K |
| Vanguard National Trust Co | 0.01% | No change | 5,187 | $123K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 4,970 | $118K |
| Birchwood Financial Partners, Inc. | 0.09% | Add +1.3% | 4,815 | $114K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -25.7% | 4,619 | $109K |
| Three Bearings Fiduciary Advisors, Inc. | 0.09% | Reduce -0.5% | 4,406 | $104K |
| Glenmede Trust Co. NA | 0.00% | No change | 4,193 | $99K |
| Private Trust Co. NA | 0.01% | Add +12.8% | 3,896 | $92K |
| Grove Bank & Trust | 0.01% | Reduce -42.9% | 3,583 | $85K |
| Global Retirement Partners, LLC | 0.00% | — | 3,477 | $82K |
| Arax Advisory Partners | 0.00% | Add +34.1% | 3,337 | $79K |
| Front Row Advisors LLC | 0.02% | No change | 3,307 | $78K |
| Blume Capital Management, Inc. | 0.01% | No change | 3,230 | $76K |
| Larson Financial Group LLC | 0.00% | Reduce -47.5% | 2,988 | $71K |
| LifeSteps Financial, Inc. | 0.03% | New | 2,965 | $70K |
| Russell Investments Group, Ltd. | 0.00% | Add +7.5% | 2,947 | $70K |
| Bullock Wealth Management Group | 0.03% | Reduce -10.2% | 2,849 | $68K |
| CENTRAL TRUST Co | 0.00% | Add +0.3% | 2,832 | $67K |
| Meramec Financial Planners, LLC | 0.02% | Add +1.3% | 2,562 | $63K |
| Covestor Ltd | 0.03% | No change | 2,485 | $59K |
| Burk Holdings LLC | 0.02% | Reduce -16.9% | 2,371 | $56K |
| Mather Group, Llc. | 0.00% | No change | 2,331 | $55K |
| Lanark Financial, Inc. | 0.00% | Reduce -16.4% | 2,227 | $53K |
| Atlantic Union Bankshares Corp | 0.00% | Add +129.2% | 2,063 | $49K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.1% | 2,050 | $49K |
| CVA Family Office, LLC | 0.00% | Add +0.1% | 1,978 | $47K |
| Ancora Advisors LLC | 0.00% | No change | 1,921 | $45K |
| Gables Capital Management Inc. | 0.02% | No change | 1,908 | $45K |
| Institute for Wealth Management, LLC. | 0.00% | New | 1,900 | $45K |
| TD Private Client Wealth LLC | 0.00% | New | 1,850 | $44K |
| Blair William & Co. | 0.00% | Reduce -59.6% | 1,841 | $44K |
| Grey Ledge Advisors, LLC | 0.01% | Add +0.9% | 1,837 | $43K |
| Bank of Montreal | 0.00% | Add +693.9% | 1,826 | $43K |
| Signaturefd, LLC | 0.00% | Add +0.8% | 1,624 | $38K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 1,559 | $37K |
| EFG International AG | 0.00% | No change | 1,500 | $36K |
| Chesapeake Asset Management LLC | 0.03% | New | 1,467 | $35K |
| Hoey Investments, Inc. | 0.00% | Reduce -0.8% | 1,460 | $35K |
| Independence Bank of Kentucky | 0.00% | No change | 1,419 | $34K |
| Crewe Advisors LLC | 0.00% | No change | 1,402 | $33K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1,312 | $31K |
| Asset Dedication, LLC | 0.00% | Reduce -32.0% | 1,205 | $29K |
| Gilpin Wealth Management, LLC | 0.02% | No change | 1,200 | $28K |
| Topsail Wealth Management, LLC | 0.00% | New | 1,140 | $27K |
| Quent Capital, LLC | 0.00% | New | 1,121 | $27K |
| SHP Wealth Management | 0.00% | No change | 1,118 | $26K |
| Tompkins Financial Corp. | 0.00% | No change | 1,106 | $26K |
| Caldwell Trust Co | 0.00% | Add +157.8% | 1,093 | $26K |
| REAP Financial Group, LLC | 0.00% | New | 1,089 | $26K |
| Abound Wealth Management | 0.01% | Add +4.6% | 1,083 | $26K |
| Armor Investment Advisors, LLC | 0.01% | Reduce -6.1% | 1,082 | $26K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +43.8% | 1,077 | $25K |
| Avion Wealth | 0.00% | Add +5060.0% | 1,032 | $24K |
| MJT & Associates Financial Advisory Group, Inc. | 0.02% | Reduce -2.8% | 991 | $23K |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 940 | $22K |
| Pacific Center for Financial Services | 0.00% | No change | 929 | $22K |
| Spectrum Wealth Advisory Group, LLC | 0.01% | New | 881 | $21K |
| Fairway Wealth LLC | 0.00% | No change | 870 | $21K |
| Security National Bank of So Dak | 0.01% | New | 825 | $20K |
| International Assets Investment Management, LLC | 0.00% | Add +466.4% | 776 | $18K |
| Financial Consulate, Inc. | 0.00% | No change | 742 | $18K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +0.3% | 738 | $17K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 708 | $17K |
| Howe & Rusling Inc. | 0.00% | Reduce -5.8% | 705 | $17K |
| Mosley Wealth Management | 0.01% | New | 675 | $16K |
| Bfsg, LLC | 0.00% | Add +0.6% | 653 | $15K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 637 | $15K |
| Tidemark, LLC | 0.00% | Add +11.1% | 623 | $15K |
| Golden State Wealth Management, LLC | 0.00% | No change | 609 | $14K |
| Smartleaf Asset Management LLC | 0.00% | No change | 582 | $14K |
| FAS Wealth Partners, Inc. | 0.00% | Add +9733.3% | 590 | $14K |
| Gill Capital Partners, LLC | 0.00% | No change | 588 | $14K |
| Noble Wealth Management PBC | 0.01% | No change | 566 | $13K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 557 | $13K |
| Activest Wealth Management | 0.00% | Add +0.8% | 538 | $13K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +0.4% | 537 | $13K |
| CDKV Holdings LLC | 0.01% | No change | 532 | $13K |
| Aventura Private Wealth, LLC | 0.00% | No change | 524 | $12K |
| CX Institutional | 0.00% | Reduce -7.8% | 522 | $12K |
| Darwin Wealth Management, LLC | 0.00% | New | 503 | $12K |
| Buck Wealth Strategies, LLC | 0.00% | New | 479 | $11K |
| Continuum Advisory, LLC | 0.00% | New | 473 | $11K |
| McGuire Capital Advisors Inc. | 0.01% | Add +2775.0% | 460 | $11K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 446 | $11K |
| Godsey & Gibb, Inc. | 0.00% | New | 441 | $10K |
| Bellevue Asset Management, LLC | 0.00% | Add +0.5% | 428 | $10K |
| Valley National Advisers Inc. | 0.00% | No change | 417 | $10K |
| Lodestone Wealth Management LLC | 0.00% | Add +0.5% | 414 | $10K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 404 | $10K |
| GAMMA Investing LLC | 0.00% | New | 391 | $9K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 386 | $9K |
| Key Financial Inc | 0.00% | Add +1.1% | 385 | $9K |
| Main Street Group, LTD | 0.00% | No change | 380 | $9K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 365 | $9K |
| MCF Advisors LLC | 0.00% | No change | 356 | $8K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +97.7% | 340 | $8K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 357 | $8K |
| Bell Investment Advisors, Inc | 0.00% | Add +0.6% | 332 | $8K |
| Triumph Capital Management | 0.00% | No change | 332 | $8K |
| PFS Partners, LLC | 0.00% | No change | 323 | $8K |
| Barrett & Company, Inc. | 0.00% | No change | 300 | $7K |
| Addison Advisors LLC | 0.00% | New | 296 | $7K |
| Delta Asset Management LLC | 0.00% | No change | 296 | $7K |
| Smithfield Trust Co | 0.00% | No change | 312 | $7K |
| HM Payson & Co. | 0.00% | No change | 289 | $7K |
| Motco | 0.00% | New | 283 | $7K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Add +0.7% | 280 | $7K |
| High Note Wealth, LLC | 0.00% | New | 274 | $6K |
| Prestige Wealth Management Group LLC | 0.00% | Add +0.8% | 259 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 250 | $6K |
| Arlington Trust Co LLC | 0.00% | No change | 242 | $6K |
| Investors Research Corp | 0.00% | No change | 231 | $5K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 230 | $5K |
| CrossGen Wealth, LLC | 0.00% | New | 226 | $5K |
| Pflug Koory, LLC | 0.00% | No change | 224 | $5K |
| Horrell Capital Management, Inc. | 0.00% | No change | 220 | $5K |
| KERR FINANCIAL PLANNING Corp | 0.01% | Add +0.9% | 217 | $5K |
| Tsfg, LLC | 0.00% | No change | 228 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 208 | $5K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 202 | $5K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | Add +0.5% | 196 | $5K |
| Sellwood Investment Partners LLC | 0.00% | Add +37.3% | 195 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -13.4% | 194 | $5K |
| Spire Wealth Management | 0.00% | No change | 193 | $5K |
| Bogart Wealth, LLC | 0.00% | Reduce -51.8% | 190 | $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% | No change | 172 | $4K |
| Adirondack Trust Co. | 0.00% | No change | 167 | $4K |
| CGC Financial Services, LLC | 0.00% | New | 147 | $3K |
| Costello Asset Management, INC | 0.00% | Add +0.8% | 124 | $3K |
| Johnson Financial Group, Inc. | 0.00% | No change | 122 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 120 | $3K |
| Red Reef Advisors LLC | 0.00% | Reduce -51.0% | 118 | $3K |
| Archer Investment Corp | 0.00% | Reduce -78.9% | 116 | $3K |
| Investment Counsel Co. of Nevada | 0.01% | New | 113 | $3K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 112 | $3K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 109 | $3K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 102 | $2K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 98 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -13.1% | 93 | $2K |
| Atmos Advisory, LLC | 0.00% | No change | 92 | $2K |
| City State Bank | 0.00% | No change | 85 | $2K |
| Bessemer Group Inc. | 0.00% | New | 68 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 70 | $2K |
| Salomon & Ludwin, LLC | 0.00% | No change | 67 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 65 | $2K |
| Westside Investment Management, Inc. | 0.00% | Add +220.0% | 64 | $2K |
| Ameriflex Group, Inc. | 0.00% | New | 63 | $1K |
| 1 North Wealth Services LLC | 0.00% | No change | 63 | $1K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 63 | $1K |
| Prosperity Bancshares Inc | 0.00% | No change | 62 | $1K |
| IMG Wealth Management, Inc. | 0.00% | New | 61 | $1K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 61 | $1K |
| Community Bank, N.A. | 0.00% | No change | 59 | $1K |
| Midwest Capital Advisors, LLC | 0.00% | New | 54 | $1K |
| True Wealth Design, LLC | 0.00% | New | 53 | $1K |
| Hurley Capital, LLC | 0.00% | Reduce -24.6% | 52 | $1K |
| Essential Partners LLC | 0.00% | No change | 51 | $1K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 49 | $1K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 49 | $1K |
| Solstein Capital, LLC | 0.00% | No change | 40 | $947 |
| MTM Investment Management, LLC | 0.00% | No change | 39 | $924 |
| Rachor Investment Advisory Services, LLC | 0.00% | No change | 38 | $912 |
| NFSG Corp | 0.00% | New | 38 | $900 |
| Trust Co. of Toledo NA | 0.00% | New | 36 | $852 |
| SWAN Capital LLC | 0.00% | New | 35 | $829 |
| Citigroup Inc. | 0.00% | Reduce -95.4% | 34 | $805 |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -99.3% | 33 | $787 |
| American Capital Advisory, LLC | 0.00% | New | 32 | $758 |
| Insight Inv LLC | 0.00% | New | 28 | $663 |
| Dunhill Financial, LLC | 0.00% | No change | 26 | $615 |
| Blue Trust, Inc. | 0.00% | New | 25 | $592 |
| Sachetta, LLC | 0.00% | Reduce -78.1% | 23 | $545 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 16 | $388 |
| Financial Management Professionals, Inc. | 0.00% | No change | 16 | $379 |
| Basepoint Wealth LLC | 0.00% | New | 14 | $334 |
| Graney & King, LLC | 0.00% | No change | 14 | $330 |
| Wagner Wealth Management, LLC | 0.00% | Reduce -57.6% | 14 | $326 |
| Networth Advisors, LLC | 0.00% | Reduce -42.1% | 11 | $262 |
| Maryland Capital Advisors Inc. | 0.00% | — | 6 | $143 |
| Tucker Asset Management LLC | 0.00% | No change | 2 | $47 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 2 | $47 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $28 |
| Kings Path Partners LLC | 0.00% | No change | 1 | $21 |
| Cambient Family Office, LLC | 0.00% | No change | 1 | $15 |
| GW&K Investment Management, LLC | 0.00% | New | 6 | $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.