Schwab Short-Term US TreasSCHOETF
13F holders, Q3 2024 (September 30)587holders +2
50new positions
48sold out
2famous investors
$48.16avg. 13F price*
At the end of Q3 2024, 587 institutions reported holding Schwab Short-Term US Treas (SCHO) in their 13F filings, up 2 from Q2 2024. 50 opened new positions and 48 sold out. The largest holders were Bank of America Corp. ($3.8B), Ameriprise Financial Inc. ($601.1M) and JPMorgan Chase & Co. ($426.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Schwab Short-Term US Treas
- CUSIP
- 808524862
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $489.3M |
| Exits | 48 | $173.7M |
All 13F filers, Q2 2024 → Q3 2024: 23,878,514 shares bought and 8,577,394 shares sold, net +15,301,120 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 587 holders
| Bank of America Corp. | 0.34% | Add +3.7% | 78,193,055 | $3.8B |
| Ameriprise Financial Inc. | 0.15% | Add +14.7% | 12,194,469 | $601.1M |
| JPMorgan Chase & Co. | 0.03% | Reduce -4.1% | 8,713,529 | $426.8M |
| Jane Street Group, LLC | 0.68% | New | 8,652,137 | $423.8M |
| Sei Investments Co. | 0.49% | Add +2.0% | 7,753,566 | $379.8M |
| Stifel Financial Corp. | 0.15% | Add +4.5% | 2,999,027 | $146.9M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -13.8% | 2,750,686 | $134.7M |
| Bank of Montreal | 0.06% | Add +15996.5% | 2,607,963 | $127.9M |
| Wealthfront Advisers LLC | 0.36% | Add +29.2% | 2,422,908 | $118.7M |
| LPL Financial LLC | 0.04% | Add +2.4% | 1,718,694 | $84.2M |
| State Street Corp. | 0.00% | No change | 1,550,000 | $75.9M |
| Morgan Stanley | 0.00% | Reduce -3.7% | 1,342,987 | $65.8M |
| Renaissance Technologies | 0.10% | Add +29.5% | 1,331,427 | $65.2M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -3.5% | 1,307,717 | $64.1M |
| MCF Advisors LLC | 4.31% | Add +6.7% | 1,254,410 | $61.4M |
| Clearwater Capital Advisors, LLC | 5.55% | Reduce -32.3% | 1,164,510 | $57.0M |
| SCS Capital Management LLC | 1.05% | Reduce -17.9% | 1,064,648 | $52.1M |
| Mercer Global Advisors Inc. | 0.12% | Add +72.4% | 2,078,664 | $50.8M |
| Morningstar Investment Management LLC | 5.02% | Add +77.3% | 2,087,074 | $50.7M |
| West Coast Financial LLC | 5.05% | Add +19.3% | 937,222 | $45.9M |
| Bangor Savings Bank | 3.67% | Add +1.2% | 796,381 | $39.0M |
| Moisand Fitzgerald Tamayo, LLC | 5.01% | Add +4.8% | 745,290 | $36.5M |
| United Capital Management of KS, Inc. | 7.92% | Add +4.0% | 743,358 | $36.4M |
| Fiduciary Financial Group, LLC | 8.16% | Add +10.5% | 731,317 | $35.5M |
| Brandywine Oak Private Wealth LLC | 3.40% | Reduce -0.4% | 715,698 | $35.1M |
| TruNorth Capital Management, LLC | 9.84% | Add +9.2% | 678,242 | $33.2M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +51.2% | 651,237 | $31.9M |
| FLC Capital Advisors | 6.59% | Add +2.8% | 582,723 | $28.5M |
| High Probability Advisors, LLC | 4.77% | Reduce -1.8% | 571,796 | $28.0M |
| DAVENPORT & Co LLC | 0.16% | Add +0.2% | 565,443 | $27.7M |
| Passive Capital Management, LLC. | 9.43% | Add +0.2% | 551,521 | $27.0M |
| Assetmark, Inc. | 0.08% | Add +1.1% | 545,444 | $26.7M |
| Stratos Wealth Advisors, LLC | 1.19% | Add +2.5% | 530,625 | $26.0M |
| Financial Counselors Inc. | 0.38% | Reduce -27.8% | 528,163 | $25.9M |
| LVW Advisors, LLC | 3.31% | Add +4.9% | 528,070 | $25.9M |
| Busey Bank | 0.82% | Reduce -4.5% | 513,871 | $25.2M |
| Altiora Financial Group, LLC | 5.54% | Reduce -4.3% | 511,639 | $25.1M |
| Wells Fargo & Company | 0.01% | Reduce -6.9% | 490,583 | $24.0M |
| Leavell Investment Management, Inc. | 1.13% | Add +9.1% | 462,524 | $22.7M |
| Apella Capital, LLC | 0.91% | Reduce -1.4% | 454,962 | $22.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +52.5% | 436,316 | $21.4M |
| Truist Financial Corp. | 0.03% | Reduce -2.2% | 411,809 | $20.2M |
| Williams Financial, LLC | 12.03% | Add +2.6% | 392,970 | $19.2M |
| Avior Wealth Management, LLC | 0.76% | Add +4.1% | 391,978 | $19.2M |
| Stephens Group Asset Management, LLC | 1.60% | Reduce -19.6% | 391,325 | $19.2M |
| Charles Schwab Trust Co | 1.65% | Add +18.9% | 390,649 | $19.1M |
| Fund Evaluation Group, LLC | 1.05% | Add +189.8% | 386,462 | $18.9M |
| Towneley Capital Management, Inc / DE | 4.25% | Add +2.3% | 383,053 | $18.8M |
| Cetera Investment Advisers | 0.04% | Add +40.1% | 377,817 | $18.5M |
| MassMutual Private Wealth & Trust, FSB | 0.52% | Reduce -35.1% | 369,293 | $18.1M |
| Courage Miller Partners, LLC | 5.98% | Add +5.0% | 363,279 | $17.8M |
| Westover Capital Advisors, LLC | 3.38% | New | 358,660 | $17.6M |
| World Investment Advisors | 0.53% | Add +1.3% | 346,995 | $17.0M |
| UBS Group AG | 0.00% | Add +5.1% | 346,580 | $17.0M |
| Greenline Partners, LLC | 2.32% | Add +2.7% | 330,620 | $16.2M |
| First National Trust Co | 0.58% | Add +6.3% | 305,565 | $15.0M |
| BNP Paribas Financial Markets | 0.01% | Add +5.1% | 298,330 | $14.6M |
| Robinswood Financial LLC | 5.38% | Reduce -0.9% | 295,367 | $14.5M |
| Resonant Capital Advisors, LLC | 1.06% | Add +14.7% | 294,818 | $14.4M |
| Nisa Investment Advisors, LLC | 0.08% | New | 290,000 | $14.2M |
| Marotta Asset Management | 2.76% | Add +0.4% | 287,288 | $14.1M |
| Diversify Wealth Management, LLC | 1.29% | Add +2410.8% | 551,995 | $13.4M |
| Pure Financial Advisors, LLC | 0.32% | Add +2.3% | 273,057 | $13.4M |
| Journey Advisory Group, LLC | 1.57% | Reduce -0.0% | 271,689 | $13.1M |
| Ballast Advisors LLC | 3.90% | Add +2.4% | 257,522 | $12.6M |
| AlphaStar Capital Management, LLC | 1.00% | Add +2.9% | 257,478 | $12.6M |
| Townsquare Capital LLC | 0.15% | Add +9.3% | 252,659 | $12.4M |
| Farther Finance Advisors, LLC | 0.46% | Reduce -7.0% | 252,631 | $12.4M |
| WT Wealth Management | 3.94% | Add +316.2% | 506,722 | $12.3M |
| AdvisorNet Financial, Inc | 0.91% | Add +2.6% | 248,478 | $12.2M |
| Brown Wealth Management, LLC | 4.33% | Add +9.5% | 244,768 | $12.0M |
| Creative Planning | 0.01% | Reduce -1.8% | 244,491 | $12.0M |
| Royal Bank of Canada | 0.00% | Add +0.5% | 235,767 | $11.5M |
| Galvin, Gaustad & Stein, LLC | 1.04% | Add +18.4% | 235,169 | $11.5M |
| Waverly Advisors, LLC | 0.21% | Add +2.7% | 230,071 | $11.3M |
| Northeast Financial Group, Inc. | 4.31% | Reduce -38.5% | 228,823 | $11.2M |
| Main Street Group, LTD | 4.93% | Add +12.9% | 225,570 | $11.0M |
| Debussy Capital Management LP | 3.19% | Reduce -11.7% | 224,420 | $11.0M |
| Meridian Wealth Partners, LLC | 1.63% | Add +12.0% | 214,561 | $10.5M |
| Osaic Holdings, Inc. | 0.02% | Reduce -11.2% | 203,375 | $10.0M |
| MBM Wealth Consultants, LLC | 3.13% | Add +33.9% | 202,919 | $9.9M |
| Mariner, LLC | 0.02% | Add +3.0% | 202,436 | $9.9M |
| Harbour Investments, Inc. | 0.30% | Reduce -3.9% | 200,678 | $9.8M |
| Bouchey Financial Group, Ltd. | 0.85% | Reduce -11.1% | 195,075 | $9.6M |
| Merit Financial Group, LLC | 0.21% | Add +11.4% | 192,581 | $9.4M |
| BlackRock, Inc. | 0.00% | — | 190,299 | $9.3M |
| Roundview Capital LLC | 0.67% | Reduce -1.6% | 188,431 | $9.2M |
| Avidian Wealth Enterprises, LLC | 0.42% | Add +1.5% | 188,345 | $9.2M |
| Evensky & Katz LLC | 0.60% | Reduce -6.8% | 187,883 | $9.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -51.4% | 186,024 | $9.1M |
| Alesco Advisors, LLC, An ESL Co | 0.28% | Add +8.7% | 184,594 | $9.0M |
| Dakota Wealth Management | 0.20% | Reduce -8.2% | 183,566 | $9.0M |
| Dean Investment Associates, LLC | 1.18% | Add +2.1% | 177,990 | $8.7M |
| Savant Capital, LLC | 0.07% | Reduce -8.4% | 171,872 | $8.4M |
| ZynergyRetirementPlanningLLC | 5.90% | Add +14.1% | 170,994 | $8.4M |
| Peterson Wealth Advisors, LLC | 1.58% | Add +8.2% | 170,830 | $8.4M |
| B. Riley Wealth Advisors, Inc. | 0.23% | Reduce -1.7% | 167,415 | $8.2M |
| Captrust Financial Advisors | 0.02% | Reduce -19.4% | 164,997 | $8.1M |
| Mutual Advisors, LLC | 0.23% | Add +110.5% | 328,813 | $8.0M |
| Abacus Planning Group, Inc. | 1.40% | Add +1.7% | 160,201 | $7.8M |
| Prairiewood Capital, LLC | 3.27% | Add +8.3% | 157,577 | $7.7M |
| MML Investors Services, LLC | 0.03% | Reduce -51.9% | 155,514 | $7.6M |
| Pure Portfolios Holdings LLC | 2.85% | — | 154,012 | $7.5M |
| Dynamic Advisor Solutions LLC | 0.22% | Reduce -1.9% | 152,903 | $7.5M |
| SMI Advisory Services, LLC | 1.65% | Reduce -0.1% | 153,762 | $7.5M |
| Mgo One Seven LLC | 0.32% | Add +121.7% | 151,117 | $7.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +1.7% | 133,442 | $6.5M |
| Rosenberg Matthew Hamilton | 1.69% | Add +10.5% | 132,184 | $6.5M |
| CreativeOne Wealth, LLC | 0.22% | Add +11.3% | 131,100 | $6.4M |
| BWM Planning, LLC | 2.83% | — | 130,098 | $6.4M |
| Associated Banc-Corp | 0.18% | Add +1.4% | 126,590 | $6.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -69.4% | 123,712 | $6.1M |
| US Bancorp \de | 0.01% | Add +25.5% | 117,409 | $5.8M |
| Frontier Asset Management, LLC | 1.90% | Add +12.8% | 117,352 | $5.7M |
| Raymond James & Associates | 0.00% | Add +2.4% | 115,095 | $5.6M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2.05% | Add +106.8% | 222,384 | $5.4M |
| Aspen Wealth Strategies, LLC | 3.42% | Add +3.3% | 108,355 | $5.3M |
| Successful Portfolios LLC | 3.51% | Add +1.3% | 105,782 | $5.2M |
| Kades & Cheifetz LLC | 2.95% | Add +4.1% | 105,101 | $5.1M |
| Independent Solutions Wealth Management, LLC | 1.16% | Add +15.5% | 104,707 | $5.1M |
| Curran Financial Partners, LLC | 1.44% | Add +7.7% | 103,655 | $5.1M |
| Seneca Financial Advisors LLC | 2.43% | Add +2.4% | 101,959 | $5.0M |
| Maltin Wealth Management, Inc. | 2.41% | Reduce -3.3% | 101,236 | $5.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.4% | 100,360 | $4.9M |
| Bank of Nova Scotia | 0.01% | No change | 100,000 | $4.9M |
| Forza Wealth Management, LLC | 2.22% | Reduce 0.0% | 98,942 | $4.8M |
| Tortoise Investment Management, LLC | 0.50% | Add +2.0% | 98,566 | $4.8M |
| National Wealth Management Group, LLC | 3.23% | Add +7.5% | 97,325 | $4.8M |
| Meritage Portfolio Management | 0.29% | Reduce -2.4% | 97,027 | $4.8M |
| Roberts Financial Services LLC | 0.88% | Add +4.9% | 95,624 | $4.7M |
| RMR Wealth Builders | 0.49% | Add +8.6% | 94,794 | $4.6M |
| Studio Investment Management LLC | 0.97% | Add +3.3% | 93,972 | $4.6M |
| Bleakley Financial Group, LLC | 0.14% | Add +4.3% | 93,830 | $4.6M |
| Hamilton Capital, LLC | 0.34% | Add +100.4% | 188,506 | $4.6M |
| Harrington Investments, INC | 2.49% | Reduce -0.5% | 93,184 | $4.6M |
| Red Tortoise LLC | 2.28% | Add +5.0% | 92,251 | $4.5M |
| Citadel Advisors | 0.00% | New | 92,239 | $4.5M |
| Integrated Wealth Concepts LLC | 0.06% | Add +1.4% | 92,092 | $4.5M |
| Commerce Bank | 0.03% | Reduce -11.0% | 91,506 | $4.5M |
| Allworth Financial LP | 0.03% | Reduce -4.5% | 90,566 | $4.4M |
| Berkshire Asset Management LLC | 0.22% | No change | 91,849 | $4.4M |
| Tradition Wealth Management, LLC | 0.39% | Add +3.5% | 90,030 | $4.4M |
| Focus Financial Network, Inc. | 0.18% | Reduce -38.8% | 87,604 | $4.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -80.0% | 87,294 | $4.3M |
| Flow Traders U.S. LLC | 0.21% | New | 84,601 | $4.1M |
| Breakwater Investment Management | 1.70% | Reduce -4.3% | 83,312 | $4.1M |
| Lowery Thomas, LLC | 2.77% | Reduce -32.1% | 83,285 | $4.1M |
| Hutchinson Capital Management | 0.77% | Add +6.0% | 82,882 | $4.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.09% | Add +0.1% | 82,312 | $4.0M |
| GW Henssler & Associates Ltd. | 0.23% | Reduce -16.7% | 81,219 | $4.0M |
| Sheets Smith Wealth Management | 0.47% | Reduce -3.3% | 78,640 | $3.9M |
| Christensen, King & Associates Investment Services, Inc. | 1.77% | Reduce -3.2% | 76,602 | $3.8M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +5.2% | 76,146 | $3.7M |
| Mendota Financial Group, LLC | 1.68% | Add +6.5% | 71,824 | $3.5M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +19.4% | 71,551 | $3.5M |
| Focus Partners Wealth | 0.01% | New | 70,609 | $3.5M |
| DBK Financial Counsel, LLC | 3.38% | Add +6.0% | 68,384 | $3.3M |
| NewEdge Advisors, LLC | 0.02% | Reduce -4.7% | 64,022 | $3.1M |
| GLOBALT Investments LLC / GA | 0.12% | Reduce -2.6% | 63,778 | $3.1M |
| WBH Advisory Inc. | 0.29% | Reduce -5.3% | 63,499 | $3.1M |
| Ahl Investment Management, Inc. | 2.10% | Reduce -0.8% | 62,017 | $3.0M |
| Atria Investments, Inc | 0.04% | Add +5.5% | 61,872 | $3.0M |
| SIMA Wealth Partners, LLC | 2.61% | Add +6.6% | 61,454 | $3.0M |
| StoneX Group Inc. | 0.22% | New | 61,147 | $3.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +771.4% | 59,192 | $2.9M |
| Cornerstone Wealth Advisors, Inc. | 0.80% | Reduce -42.5% | 58,762 | $2.9M |
| ETF Store, Inc. | 2.89% | Reduce -1.9% | 57,372 | $2.8M |
| PrairieView Partners, LLC | 0.28% | Reduce -18.6% | 55,581 | $2.7M |
| Robinson Smith Wealth Advisors LLC | 2.31% | Add +51.6% | 55,462 | $2.7M |
| American Investment Services, Inc. | 0.45% | Add +5.8% | 55,294 | $2.7M |
| Dover Advisors, LLC | 1.52% | New | 54,550 | $2.7M |
| Rede Wealth, LLC | 1.02% | Add +7.0% | 54,377 | $2.7M |
| HRT Financial LP | 0.01% | New | 54,242 | $2.7M |
| Cedar Mountain Advisors, LLC | 0.59% | Reduce -11.8% | 53,748 | $2.6M |
| Valley Financial Group, Inc. | 1.84% | Reduce -77.5% | 53,619 | $2.6M |
| Lifeworks Advisors, LLC | 0.50% | Add +11.0% | 52,120 | $2.6M |
| Vise Technologies, Inc. | 0.31% | Reduce -11.3% | 50,167 | $2.5M |
| Juncture Wealth Strategies, LLC | 0.94% | Reduce -2.4% | 49,429 | $2.4M |
| Islay Capital Management, LLC | 1.61% | Add +1.0% | 48,646 | $2.4M |
| Walkner Condon Financial Advisors LLC | 0.48% | Add +14.5% | 48,519 | $2.4M |
| Fortis Advisors, LLC | 1.53% | Reduce -0.7% | 48,292 | $2.4M |
| Cobblestone Capital Advisors LLC | 0.13% | Add +3.6% | 48,119 | $2.4M |
| WNY Asset Management, LLC | 0.27% | Add +90.0% | 47,865 | $2.3M |
| Blair William & Co. | 0.01% | Add +25.9% | 47,599 | $2.3M |
| Silver Oak Securities, Incorporated | 0.25% | Add +1623.7% | 47,401 | $2.3M |
| Great Lakes Retirement, Inc. | 0.30% | New | 47,234 | $2.3M |
| McLean Asset Management Corp | 0.69% | Add +44.7% | 46,761 | $2.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -6.3% | 46,190 | $2.3M |
| Diversified Trust Co. | 0.06% | Add +2.8% | 45,772 | $2.2M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -20.8% | 45,663 | $2.2M |
| Strategic Blueprint, LLC | 0.14% | Add +23.9% | 45,426 | $2.2M |
| Cedar Wealth Management, LLC | 0.67% | Add +13.9% | 44,242 | $2.2M |
| Milestone Investment Advisors LLC | 0.60% | Add +2.1% | 43,837 | $2.1M |
| Lodestar Private Asset Management LLC | 0.27% | Add +13.4% | 42,806 | $2.1M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -5.8% | 42,425 | $2.1M |
| Jackson Creek Investment Advisors LLC | 0.61% | Reduce -10.3% | 41,859 | $2.0M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +368.2% | 41,538 | $2.0M |
| Vantage Financial Partners, LLC | 0.50% | Reduce -28.0% | 41,361 | $2.0M |
| Lantern Wealth Advisors, LLC | 1.39% | Reduce -40.3% | 41,020 | $2.0M |
| Herold Advisors, Inc. | 0.43% | Add +5.6% | 40,890 | $2.0M |
| Principal Securities, Inc. | 0.05% | Add +2.9% | 40,877 | $2.0M |
| Evermay Wealth Management LLC | 0.32% | Add +26.7% | 40,757 | $2.0M |
| Corient Private Wealth LP | 0.00% | Reduce -3.5% | 40,374 | $2.0M |
| Clear Investment Research, LLC | 2.43% | Reduce -6.1% | 38,126 | $1.9M |
| Bigelow Investment Advisors, LLC | 0.82% | Reduce -13.1% | 37,772 | $1.9M |
| Prudential Financial Inc. | 0.00% | Add +0.6% | 37,595 | $1.8M |
| Bank of Marin | 1.48% | Add +5.3% | 37,460 | $1.8M |
| Brookstone Capital Management | 0.03% | Add +121.9% | 37,308 | $1.8M |
| Beckerman Institutional, LLC | 1.53% | — | 37,186 | $1.8M |
| Lummis Asset Management, LP | 2.07% | Reduce -3.7% | 36,108 | $1.8M |
| Csenge Advisory Group | 0.09% | Add +110.4% | 72,696 | $1.8M |
| SigFig Wealth Management, LLC | 0.06% | Add +7.5% | 45,901 | $1.8M |
| Pflug Koory, LLC | 0.12% | — | 36,046 | $1.8M |
| Morningstar Investment Services LLC | 0.02% | Reduce -6.7% | 34,803 | $1.7M |
| D.B. Root & Company, LLC | 0.56% | Add +13.1% | 34,443 | $1.7M |
| Pinkerton Wealth, LLC | 0.24% | Add +5.3% | 34,051 | $1.7M |
| Benjamin Edwards Inc. | 0.02% | New | 33,983 | $1.7M |
| SignalPoint Asset Management, LLC | 0.39% | Add +0.3% | 33,910 | $1.7M |
| Koshinski Asset Management, Inc. | 0.14% | Add +2.4% | 33,567 | $1.6M |
| Pasadena Private Wealth, LLC | 0.34% | Reduce -5.8% | 33,044 | $1.6M |
| Princeton Global Asset Management LLC | 0.31% | Add +1.3% | 32,927 | $1.6M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -1.4% | 32,872 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.9% | 31,385 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | Reduce -6.5% | 31,138 | $1.5M |
| Freestone Capital Holdings, LLC | 0.05% | Reduce -8.8% | 29,689 | $1.5M |
| Anderson Hoagland & Co. | 0.15% | Reduce -3.2% | 29,909 | $1.5M |
| Veery Capital, LLC | 0.54% | Add +136.9% | 29,378 | $1.4M |
| Foster Victor Wealth Advisors, LLC | 0.12% | Reduce -7.4% | 29,574 | $1.4M |
| Avitas Wealth Management LLC | 0.20% | Reduce -17.8% | 29,177 | $1.4M |
| Balanced Rock Investment Advisors LLC | 1.10% | Add +9.5% | 28,772 | $1.4M |
| Great Waters Wealth Management | 0.19% | Reduce -1.6% | 28,723 | $1.4M |
| Hexagon Capital Partners LLC | 0.27% | Add +6.6% | 28,276 | $1.4M |
| Lindenwold Advisors, INC | 0.70% | Reduce -26.6% | 28,275 | $1.4M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -11.6% | 27,835 | $1.4M |
| Tennessee Valley Asset Management Partners | 0.22% | Add +50.5% | 55,580 | $1.4M |
| Hart & Patterson Financial Group LLC | 0.64% | Add +1.4% | 27,454 | $1.3M |
| Soltis Investment Advisors LLC | 0.13% | Reduce -8.9% | 27,192 | $1.3M |
| Avestar Capital, LLC | 0.14% | No change | 26,900 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +36.7% | 26,642 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -36.2% | 26,635 | $1.3M |
| Beacon Financial Advisory LLC | 0.44% | Add +1.9% | 26,586 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.14% | Reduce -5.3% | 26,518 | $1.3M |
| Clearview Wealth Advisors LLC | 0.97% | Add +14.6% | 25,626 | $1.3M |
| DMC Group, LLC | 1.01% | Reduce -0.0% | 25,505 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +205.6% | 51,029 | $1.2M |
| Wealthspire Retirement, LLC | 0.10% | Add +6.6% | 24,773 | $1.2M |
| First Interstate Bank | 0.07% | Reduce -4.4% | 24,696 | $1.2M |
| Cape Cod Five Cents Savings Bank | 0.11% | Reduce -0.4% | 24,499 | $1.2M |
| Black Diamond Financial, LLC | 0.20% | Add +15.6% | 24,268 | $1.2M |
| Cumberland Partners Ltd | 0.08% | New | 24,265 | $1.2M |
| Western Wealth Management, LLC | 0.07% | Add +114.5% | 24,247 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.1% | 24,121 | $1.2M |
| Elmwood Wealth Management, Inc. | 0.48% | Reduce -0.2% | 24,019 | $1.2M |
| Asset Allocation Strategies LLC | 0.33% | Add +244.2% | 23,943 | $1.2M |
| Krilogy Financial LLC | 0.08% | Reduce -32.0% | 23,756 | $1.2M |
| Blake Schutter Theil Wealth Advisors, LLC | 0.81% | — | 23,157 | $1.1M |
| Savvy Advisors, Inc. | 0.23% | Add +1.9% | 23,138 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.02% | New | 22,931 | $1.1M |
| Gateway Wealth Partners, LLC | 0.31% | Reduce -14.8% | 22,919 | $1.1M |
| Per Stirling Capital Management, LLC. | 0.15% | Add +24.0% | 22,751 | $1.1M |
| Towercrest Capital Management | 0.18% | Add +1.6% | 22,568 | $1.1M |
| C M Bidwell & Associates Ltd. | 0.67% | Add +6.5% | 22,365 | $1.1M |
| McBroom & Associates, LLC | 0.67% | Add +6.1% | 22,358 | $1.1M |
| LifePlan Financial, LLC | 0.94% | Add +0.7% | 22,248 | $1.1M |
| Alliance Wealth Management Group | 0.29% | Add +1.7% | 22,167 | $1.1M |
| Prelude Capital Management, LLC | 0.08% | New | 21,410 | $1.0M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -8.5% | 21,182 | $1.0M |
| EverSource Wealth Advisors, LLC | 0.06% | Reduce -14.2% | 20,906 | $1.0M |
| Family Asset Management, LLC | 0.61% | Reduce -5.6% | 20,803 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -34.8% | 20,308 | $995K |
| Global Retirement Partners, LLC | 0.03% | Reduce -19.8% | 20,091 | $984K |
| CW Advisors, LLC | 0.01% | Add +0.8% | 20,025 | $981K |
| Valley Forge Investment Consultants Inc. Adv | 0.34% | Add +5.5% | 19,684 | $964K |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.5% | 19,550 | $958K |
| ARK & TLK Investments, LLC | 0.34% | Reduce -23.9% | 19,514 | $956K |
| Denver PWM, LLC | 0.36% | Reduce -9.7% | 19,376 | $949K |
| Cwm, LLC | 0.00% | Add +39.6% | 19,147 | $938K |
| Smart Portfolios, LLC | 0.95% | No change | 19,035 | $932K |
| Twele Capital Management, Inc. | 0.20% | Reduce -1.1% | 19,012 | $931K |
| Perissos Private Wealth Management, LLC | 0.74% | Add +104.9% | 18,719 | $917K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -21.3% | 18,659 | $914K |
| True Link Financial Advisors, LLC | 0.08% | Reduce -2.6% | 18,446 | $903K |
| Bright Futures Wealth Management, LLC. | 0.42% | Add +93.8% | 35,825 | $869K |
| American Capital Advisory, LLC | 0.50% | Reduce -94.0% | 17,608 | $862K |
| Arkfeld Wealth Strategies, L.L.C. | 0.41% | Add +0.4% | 17,585 | $855K |
| Family Investment Center, Inc. | 0.21% | Reduce -10.9% | 17,388 | $852K |
| Trek Financial, LLC | 0.06% | Add +140.1% | 17,357 | $850K |
| Birchbrook, Inc. | 0.46% | Reduce -3.1% | 16,989 | $832K |
| Kuhn & Co Investment Counsel | 0.71% | Reduce -13.0% | 16,984 | $832K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -7.5% | 16,887 | $827K |
| Websterrogers Financial Advisors, LLC | 0.29% | Reduce -6.0% | 16,753 | $821K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +0.2% | 16,665 | $816K |
| Cambridge Advisors Inc. | 0.18% | No change | 16,480 | $807K |
| Belpointe Asset Management LLC | 0.05% | Reduce -55.1% | 16,386 | $803K |
| Planned Solutions, Inc. | 0.32% | Add +3.4% | 16,215 | $794K |
| TrinityPoint Wealth, LLC | 0.11% | Add +0.1% | 16,191 | $793K |
| Inspire Advisors, LLC | 0.10% | Reduce -0.7% | 16,002 | $784K |
| Valtinson Bruner Financial Planning LLC | 0.27% | Reduce -14.1% | 15,985 | $783K |
| Total Clarity Wealth Management, Inc. | 0.25% | Reduce -8.7% | 15,823 | $775K |
| Ridgewood Investments LLC | 0.39% | Reduce -12.5% | 15,800 | $774K |
| Exencial Wealth Advisors, LLC | 0.03% | Add +54.2% | 15,648 | $766K |
| Advisor Resource Council | 0.34% | New | 15,490 | $759K |
| PAX Financial Group, LLC | 0.14% | Reduce -16.0% | 15,459 | $757K |
| Weitzel Financial Services, Inc. | 0.35% | Reduce -1.1% | 15,437 | $755K |
| Compass Financial Group, INC | 0.15% | Add +46.5% | 15,133 | $741K |
| Evanson Asset Management, LLC | 0.05% | Add +0.8% | 15,103 | $740K |
| Clarius Group, LLC | 0.05% | Add +1.1% | 15,049 | $735K |
| Nelson Capital Management, LLC | 0.12% | Reduce -3.5% | 14,948 | $732K |
| Win Advisors, Inc. | 0.34% | Reduce -5.5% | 14,925 | $731K |
| Tempus Wealth Planning, LLC | 0.27% | No change | 14,905 | $730K |
| Guardian Financial Partners, LLC | 0.45% | Reduce -9.3% | 14,759 | $723K |
| Geneos Wealth Management Inc. | 0.03% | Add +34104.7% | 14,708 | $720K |
| Perigon Wealth Management, LLC | 0.02% | Add +8.4% | 14,649 | $718K |
| SeaCrest Wealth Management, LLC | 0.08% | Reduce -0.4% | 14,524 | $711K |
| Synovus Financial Corp. | 0.01% | Add +64.0% | 14,514 | $711K |
| Johnson Financial Group, LLC | 0.08% | Add +0.1% | 14,176 | $694K |
| Econ Financial Services Corp | 0.39% | Reduce -1.2% | 14,163 | $694K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +78.4% | 14,107 | $691K |
| Strategic Advocates LLC | 0.24% | Reduce -35.3% | 13,765 | $674K |
| Cahill Financial Advisors Inc. | 0.09% | Reduce -4.1% | 13,743 | $673K |
| Roberts Wealth Advisors, LLC | 0.22% | Reduce -2.8% | 13,778 | $669K |
| Wealth Group, Ltd. | 0.45% | Add +33.0% | 13,572 | $665K |
| Asset Planning Corporation | 0.43% | Reduce -30.3% | 13,569 | $665K |
| JFG Wealth Management, LLC | 0.18% | Add +0.6% | 13,509 | $662K |
| BNP Paribas | 0.03% | Add +4.1% | 13,466 | $660K |
| Wesbanco Bank Inc. | 0.02% | Add +24.1% | 13,429 | $658K |
| Adams Wealth Management | 0.14% | Add +6.9% | 13,409 | $657K |
| CacheTech Inc. | 0.14% | Add +6.9% | 13,409 | $657K |
| Clearstead Advisors, LLC | 0.01% | Reduce -0.4% | 13,409 | $657K |
| UMB Bank, n.a. | 0.01% | Reduce -7.3% | 13,358 | $654K |
| Bensler, LLC | 0.08% | Reduce -8.6% | 13,212 | $647K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +2.6% | 13,204 | $647K |
| RFP Financial Group LLC | 0.21% | Add +1.1% | 13,087 | $641K |
| VanderPol Investments L.L.C. | 1.39% | Add +141.3% | 12,706 | $622K |
| EWG Elevate Inc. | 0.25% | Reduce -1.3% | 12,616 | $618K |
| Seven Post Investment Office LP | 0.09% | Add +2.5% | 12,536 | $614K |
| TrueMark Investments, LLC | 0.20% | Add +56.5% | 12,509 | $613K |
| Creative Financial Designs Inc. | 0.05% | Add +3.9% | 12,436 | $609K |
| Fifth Third Securities, Inc. | 0.06% | Reduce -25.9% | 12,383 | $607K |
| Blossom Wealth Management | 1.20% | Add +3.2% | 12,135 | $594K |
| Ameritas Advisory Services, LLC | 0.03% | Add +139.7% | 12,059 | $591K |
| Rockbridge Investment Management, LCC | 0.08% | No change | 12,025 | $589K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -13.9% | 11,992 | $587K |
| Leading Edge Financial Planning LLC | 0.19% | Reduce -0.8% | 11,861 | $581K |
| Noble Family Wealth, LLC | 0.16% | Reduce -7.8% | 11,858 | $581K |
| Brown Advisory Inc. | 0.00% | New | 11,826 | $579K |
| Titleist Asset Management, LLC | 0.08% | Add +45.5% | 11,802 | $578K |
| Live Oak Private Wealth LLC | 0.09% | Reduce -0.3% | 11,800 | $578K |
| Comerica Bank | 0.00% | Reduce -10.7% | 11,744 | $575K |
| &partners | 0.01% | Reduce -71.1% | 11,632 | $570K |
| Members Advisory Group LLC | 0.26% | Reduce -22.0% | 10,800 | $529K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -0.0% | 10,771 | $528K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -33.4% | 10,751 | $527K |
| Core Wealth Partners LLC | 0.32% | Reduce -11.4% | 10,737 | $526K |
| Wedbush Securities Inc. | 0.02% | Reduce -7.0% | 10,706 | $524K |
| REDW Wealth LLC | 0.13% | Add +0.0% | 10,698 | $524K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -0.6% | 10,650 | $522K |
| New Hampshire Trust | 0.11% | Add +2.4% | 10,625 | $520K |
| Verdence Capital Advisors LLC | 0.04% | Add +3.9% | 10,599 | $519K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +38.1% | 10,539 | $516K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +38.1% | 10,539 | $516K |
| IRON Financial LLC | 0.28% | Reduce -9.4% | 10,474 | $513K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Reduce -0.9% | 10,423 | $511K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +139.1% | 20,753 | $508K |
| Friedenthal Financial | 0.30% | Reduce -6.3% | 10,369 | $508K |
| Focused Wealth Management, Inc | 0.07% | Add +1.1% | 10,352 | $507K |
| Somerset Group LLC | 0.46% | Reduce -4.3% | 10,102 | $495K |
| Cresset Asset Management, LLC | 0.00% | Add +121.5% | 10,071 | $493K |
| Jacobi Capital Management LLC | 0.04% | Add +103.5% | 9,821 | $481K |
| ORG Partners LLC | 0.08% | New | 9,713 | $476K |
| Bremer Bank National Association | 0.09% | No change | 9,525 | $467K |
| Angeles Investment Advisors, LLC | 0.02% | Add +10.9% | 9,370 | $459K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -24.6% | 9,351 | $458K |
| Versant Capital Management, Inc | 0.10% | Reduce -7.7% | 9,209 | $451K |
| Independent Wealth Network Inc. | 0.20% | Reduce -0.2% | 9,180 | $450K |
| Genesee Capital Advisors, LLC | 0.21% | Add +1.4% | 9,025 | $442K |
| Northwest Capital Management Inc | 0.16% | No change | 9,018 | $442K |
| Two Sigma Securities, LLC | 0.03% | Reduce -31.5% | 8,972 | $439K |
| Signet Investment Advisory Group, Inc. | 0.22% | Reduce -7.8% | 8,906 | $436K |
| TFB Advisors LLC | 0.13% | Reduce -1.1% | 8,856 | $434K |
| Team Financial Group, LLC | 0.26% | Add +5.9% | 8,776 | $430K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +1.2% | 8,739 | $428K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | Add +3.3% | 8,727 | $427K |
| Lederer & Associates Investment Counsel | 0.30% | Add +0.2% | 8,646 | $423K |
| Diversified Portfolios, Inc. | 0.04% | No change | 8,608 | $422K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -4.5% | 8,555 | $419K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -4.5% | 8,555 | $416K |
| Summit Asset Management, LLC | 0.05% | Add +4.5% | 8,363 | $410K |
| Blue Trust, Inc. | 0.01% | Add +251.6% | 8,506 | $409K |
| Citigroup Inc. | 0.00% | Reduce -16.4% | 8,350 | $409K |
| Revisor Wealth Management LLC | 0.25% | Reduce -6.0% | 8,322 | $408K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -30.9% | 8,299 | $406K |
| CGN Advisors LLC | 0.04% | Reduce -1.3% | 8,259 | $405K |
| Pittenger & Anderson Inc. | 0.02% | Reduce -0.7% | 8,254 | $404K |
| RHS Financial, LLC | 0.20% | New | 8,253 | $404K |
| MBE Wealth Management, LLC | 0.22% | Reduce -1.1% | 8,223 | $403K |
| Toth Financial Advisory Corp. | 0.05% | No change | 8,124 | $398K |
| Independent Financial Group, LLC | 0.01% | Add +26.9% | 8,118 | $398K |
| Altfest L J & Co. Inc. | 0.05% | Reduce -39.7% | 8,068 | $395K |
| Baker Avenue Asset Management, LP | 0.01% | New | 7,864 | $385K |
| Clay Northam Wealth Management, LLC | 0.26% | Reduce -2.5% | 7,805 | $382K |
| Nwam LLC | 0.02% | New | 7,695 | $377K |
| HC Advisors, LLC | 0.31% | Add +8.5% | 7,693 | $377K |
| Ceeto Capital Group, LLC | 0.14% | No change | 7,500 | $367K |
| Carnegie Investment Counsel | 0.01% | Reduce -8.6% | 7,436 | $364K |
| Bokf, NA | 0.01% | No change | 7,403 | $361K |
| Resurgent Financial Advisors LLC | 0.21% | Add +0.9% | 7,287 | $357K |
| Hardin Capital Partners, LLC | 0.20% | Reduce -3.3% | 7,264 | $353K |
| Ieq Capital, LLC | 0.00% | Reduce -37.3% | 7,185 | $352K |
| MADDEN SECURITIES Corp | 0.15% | No change | 7,142 | $350K |
| Pacific Sage Partners, LLC | 0.08% | Reduce -17.8% | 6,973 | $342K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -0.2% | 6,872 | $337K |
| Empirical Asset Management, LLC | 0.12% | Add +1.8% | 6,848 | $335K |
| Spinnaker Investment Group, LLC | 0.08% | New | 6,690 | $328K |
| Alpha Omega Wealth Management LLC | 0.06% | No change | 6,616 | $324K |
| IFP Advisors, Inc | 0.01% | Reduce -86.7% | 6,566 | $322K |
| Latitude Advisors, LLC | 0.18% | Add +1.1% | 6,509 | $319K |
| Financial Architects, LLC | 0.20% | Reduce -4.9% | 6,440 | $315K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -24.3% | 6,301 | $309K |
| Sightline Wealth Advisors, LLC | 0.17% | Reduce -24.1% | 6,277 | $307K |
| Capital Insight Partners, LLC | 0.05% | No change | 6,262 | $307K |
| Zimmermann Investment Management & Planning LLC | 0.09% | Reduce -48.4% | 6,259 | $307K |
| Cerity Partners LLC | 0.00% | Add +2.6% | 6,193 | $303K |
| Curi Capital, LLC | 0.01% | No change | 6,188 | $303K |
| Fairman Group, LLC | 0.27% | Add +97.6% | 6,175 | $302K |
| HB Wealth Management, LLC | 0.00% | Reduce -2.9% | 6,099 | $299K |
| Carmichael Hill & Associates, Inc. | 0.11% | Add +22.6% | 6,095 | $299K |
| Roof Eidam Maycock Peralta, LLC | 0.08% | No change | 6,055 | $297K |
| CVA Family Office, LLC | 0.05% | Reduce -8.9% | 6,030 | $295K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | Reduce -0.3% | 5,996 | $294K |
| Chilton Capital Management LLC | 0.01% | Reduce -0.3% | 5,985 | $293K |
| Stewardship Advisors, LLC | 0.08% | New | 5,973 | $293K |
| Ashton Thomas Private Wealth, LLC | 0.02% | No change | 5,933 | $291K |
| Exchange Capital Management, Inc. | 0.05% | No change | 5,909 | $289K |
| Zullo Investment Group, Inc. | 0.12% | Reduce -7.8% | 5,881 | $288K |
| Worth Financial Advisory Group, LLC | 0.17% | Add +3.7% | 5,839 | $286K |
| Sonoma Private Wealth LLC | 0.44% | Add +6.1% | 5,714 | $280K |
| Viawealth, LLC | 0.16% | Reduce -50.9% | 5,653 | $277K |
| Brighton Jones LLC | 0.01% | Reduce -21.9% | 5,639 | $276K |
| PBMares Wealth Management LLC | 0.06% | No change | 5,619 | $275K |
| L. Roy Papp & Associates, LLP | 0.03% | Add +0.0% | 5,581 | $273K |
| CRA Financial Services, LLC | 0.05% | Reduce -22.8% | 5,564 | $273K |
| Claro Advisors Inc. | 0.04% | Reduce -2.3% | 5,522 | $270K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +0.7% | 5,507 | $270K |
| Dividend Assets Capital, LLC | 0.05% | No change | 5,500 | $269K |
| Burns Matteson Capital Management, LLC | 0.15% | Reduce -16.9% | 5,494 | $269K |
| Foster & Motley Inc. | 0.02% | Add +16.6% | 5,358 | $262K |
| Lauterbach Financial Advisors, LLC | 0.16% | Add +0.5% | 5,335 | $261K |
| Tiemann Investment Advisors, LLC | 0.11% | No change | 5,225 | $256K |
| Modera Wealth Management, LLC | 0.00% | No change | 5,201 | $255K |
| WMG Financial Advisors, LLC | 0.12% | Add +0.1% | 5,200 | $255K |
| Brand Asset Management Group, Inc. | 0.10% | New | 5,145 | $252K |
| White Lighthouse Investment Management Inc. | 0.05% | Reduce -6.0% | 5,135 | $252K |
| Waterloo Capital, L.P. | 0.03% | Reduce -4.6% | 5,125 | $251K |
| Blume Capital Management, Inc. | 0.06% | Reduce -91.1% | 5,064 | $248K |
| Litman Gregory Wealth Management LLC | 0.02% | Reduce -1.6% | 5,020 | $246K |
| IHT Wealth Management, LLC | 0.01% | Add +9.0% | 4,975 | $244K |
| Florida Financial Advisors, LLC | 0.12% | Add +14.4% | 4,919 | $241K |
| Gradient Capital Advisors, LLC | 0.08% | New | 4,863 | $238K |
| Aull & Monroe Investment Management Corp | 0.11% | Reduce -7.9% | 4,819 | $236K |
| Carlson Capital Management | 0.01% | No change | 4,817 | $236K |
| Coldstream Capital Management Inc. | 0.01% | New | 9,762 | $236K |
| Financial Advocates Investment Management | 0.01% | New | 3,486 | $235K |
| Apeiron RIA LLC | 0.07% | No change | 4,779 | $234K |
| Logan Capital Management Inc. | 0.01% | Add +8.0% | 4,707 | $231K |
| Lynx Investment Advisory | 0.17% | Reduce -0.2% | 4,705 | $230K |
| Diversified, LLC | 0.03% | Add +0.3% | 4,699 | $230K |
| Diversified Enterprises, LLC | 0.03% | — | 4,699 | $230K |
| Seascape Capital Management | 0.08% | Add +0.5% | 4,682 | $229K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2244.7% | 4,666 | $229K |
| Ethos Financial Group, LLC | 0.04% | Reduce -46.1% | 4,642 | $227K |
| Kings Path Partners LLC | 0.09% | Add +2.0% | 4,579 | $224K |
| Smith & Howard Wealth Management, LLC | 0.06% | Reduce -94.9% | 4,561 | $223K |
| Dopkins Wealth Management, LLC | 0.18% | Reduce -73.5% | 4,460 | $218K |
| Calton & Associates, Inc. | 0.08% | New | 4,459 | $218K |
| Callahan Advisors, LLC | 0.02% | Add +0.1% | 4,426 | $217K |
| Diligent Investors, LLC | 0.05% | Reduce -4.0% | 4,362 | $214K |
| Sentinel Pension Advisors, LLC | 0.04% | Add +1.7% | 4,337 | $212K |
| Rock Point Advisors, LLC | 0.06% | New | 4,319 | $212K |
| Laidlaw Wealth Management LLC | 0.10% | Reduce -28.3% | 4,309 | $211K |
| B&D White Capital Company, LLC | 0.04% | No change | 4,299 | $211K |
| Raymond James Trust N.A. | 0.00% | Reduce -6.5% | 4,282 | $210K |
| Mengis Capital Management, Inc. | 0.04% | Reduce -0.1% | 4,261 | $209K |
| Weatherly Asset Management L. P. | 0.02% | No change | 4,250 | $208K |
| Patriot Investment Management Group, Inc. | 0.02% | Reduce -10.3% | 4,223 | $207K |
| Carrera Capital Advisors | 0.05% | New | 4,198 | $206K |
| CWA Asset Management Group, LLC | 0.01% | — | 4,139 | $203K |
| SRH Advisors, LLC | 0.06% | No change | 4,031 | $197K |
| Sandy Spring Bank | 0.01% | Reduce -16.6% | 3,792 | $186K |
| Capital Analysts, LLC | 0.01% | Add +17.1% | 3,320 | $163K |
| Cape Investment Advisory, Inc. | 0.07% | Add +8.9% | 3,290 | $161K |
| Contravisory Investment Management, Inc. | 0.03% | No change | 3,210 | $157K |
| Jones Financial Companies LLLP | 0.00% | Add +145.3% | 3,101 | $152K |
| Eastern Bank | 0.00% | New | 2,854 | $140K |
| WASHINGTON TRUST Co | 0.00% | No change | 2,700 | $132K |
| Clear Point Advisors Inc. | 0.09% | New | 2,387 | $117K |
| Signature Resources Capital Management, LLC | 0.11% | Add +1.9% | 2,350 | $115K |
| Legacy Bridge, LLC | 0.06% | No change | 2,300 | $113K |
| Larson Financial Group LLC | 0.01% | Reduce -27.0% | 2,193 | $107K |
| Bellevue Asset Management, LLC | 0.05% | Add +7539.3% | 2,139 | $105K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +3.1% | 2,045 | $100K |
| Anchor Investment Management, LLC | 0.01% | Reduce -8.1% | 1,990 | $97K |
| Private Trust Co. NA | 0.01% | Reduce -40.3% | 1,773 | $87K |
| Fourpath Capital Management, LLC | 0.01% | New | 1,500 | $73K |
| Bogart Wealth, LLC | 0.00% | Add +2.1% | 1,482 | $73K |
| Venturi Wealth Management, LLC | 0.00% | New | 1,380 | $68K |
| WR Wealth Planners, LLC | 0.02% | New | 1,210 | $59K |
| NBT Bank, N.A. | 0.00% | Reduce -30.6% | 1,192 | $58K |
| Marquette Asset Management, LLC | 0.01% | New | 1,186 | $58K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -9.3% | 1,180 | $58K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | No change | 1,163 | $56K |
| Front Row Advisors LLC | 0.02% | No change | 1,138 | $56K |
| Tradewinds Capital Management, LLC | 0.01% | Add +0.2% | 1,132 | $55K |
| Davis Capital Management | 0.04% | Reduce -14.2% | 1,116 | $55K |
| Future Financial Wealth Managment LLC | 0.04% | New | 1,043 | $51K |
| MidAtlantic Capital Management, Inc. | 0.04% | No change | 992 | $49K |
| CENTRAL TRUST Co | 0.00% | No change | 940 | $46K |
| NorthRock Partners, LLC | 0.00% | Reduce -7.3% | 927 | $44K |
| FMR LLC | 0.00% | Reduce -60.1% | 835 | $41K |
| CoreCap Advisors, LLC | 0.00% | New | 804 | $39K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 802 | $39K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 756 | $37K |
| Simplex Trading, LLC | 0.00% | New | 770 | $37K |
| Caitlin John, LLC | 0.02% | Add +100.0% | 1,512 | $37K |
| Valley National Advisers Inc. | 0.01% | No change | 674 | $33K |
| Avion Wealth | 0.01% | Reduce -13.7% | 654 | $32K |
| Spire Wealth Management | 0.00% | No change | 612 | $30K |
| Smartleaf Asset Management LLC | 0.00% | Add +555.6% | 590 | $29K |
| AllSquare Wealth Management LLC | 0.02% | No change | 546 | $27K |
| Kennebec Savings Bank | 0.03% | — | 536 | $26K |
| 1620 Investment Advisors, Inc. | 0.02% | Add +23.4% | 475 | $23K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 451 | $22K |
| Hendershot Investments Inc. | 0.00% | No change | 445 | $22K |
| Windsor Advisory Group, LLC | 0.02% | New | 430 | $21K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 422 | $21K |
| Delta Asset Management LLC | 0.00% | No change | 405 | $20K |
| Sound Income Strategies, LLC | 0.00% | New | 405 | $20K |
| First Horizon Advisors, Inc. | 0.00% | No change | 392 | $19K |
| TD Private Client Wealth LLC | 0.00% | Reduce -99.1% | 388 | $19K |
| Arcadia Investment Advisors LLC | 0.01% | No change | 376 | $18K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -20.4% | 363 | $18K |
| Compagnie Lombard Odier SCmA | 0.00% | New | 360 | $18K |
| Wagner Wealth Management, LLC | 0.00% | Add +15.0% | 338 | $17K |
| Clarkston Capital Partners, LLC | 0.00% | No change | 316 | $15K |
| Rise Advisors, LLC | 0.01% | New | 309 | $15K |
| Grey Ledge Advisors, LLC | 0.00% | New | 304 | $15K |
| Northwest Investment Counselors, LLC | 0.00% | New | 298 | $15K |
| St. Johns Investment Management Company, LLC | 0.01% | New | 295 | $14K |
| Fort Vancouver Investment Management, LLC | 0.01% | Reduce -35.7% | 279 | $14K |
| McIlrath & Eck, LLC | 0.00% | No change | 269 | $13K |
| LGT Financial Advisors LLC | 0.03% | Reduce -0.4% | 265 | $13K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 260 | $13K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 259 | $13K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1061.5% | 453 | $11K |
| Fifth Third Bancorp | 0.00% | Reduce -81.8% | 215 | $11K |
| Continuum Advisory, LLC | 0.00% | Add +147.4% | 423 | $10K |
| Fortis Group Advisors, LLC | 0.00% | No change | 201 | $10K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 200 | $10K |
| National Bank of Canada | 0.00% | Reduce -95.3% | 374 | $9K |
| Franklin Resources Inc. | 0.00% | Add +0.3% | 368 | $9K |
| PSI Advisors, LLC | 0.00% | Add +21.2% | 177 | $9K |
| Hobbs Group Advisors, LLC | 0.00% | No change | 169 | $8K |
| Cordant, Inc. | 0.00% | Add +12.0% | 159 | $8K |
| GeoWealth Management, LLC | 0.00% | Add +15300.0% | 154 | $8K |
| Westside Investment Management, Inc. | 0.00% | No change | 151 | $7K |
| Oakworth Capital, Inc. | 0.00% | No change | 131 | $6K |
| Guardian Wealth Management, Inc. | 0.00% | Reduce -13.0% | 120 | $6K |
| Webster Bank, N. A. | 0.00% | No change | 111 | $5K |
| Beacon Capital Management, LLC | 0.00% | No change | 104 | $5K |
| Parallel Advisors, LLC | 0.00% | No change | 102 | $5K |
| First Personal Financial Services | 0.00% | No change | 96 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Add +1.1% | 94 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | New | 93 | $5K |
| Financial Gravity Companies, Inc. | 0.00% | — | 92 | $5K |
| Mb, Levis & Associates, LLC | 0.00% | Reduce -67.9% | 85 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 83 | $4K |
| Quantum Capital Management, LLC / NJ | 0.00% | No change | 78 | $4K |
| Arax Advisory Partners | 0.00% | No change | 74 | $4K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 65 | $3K |
| Concord Wealth Partners | 0.00% | No change | 60 | $3K |
| Quadrant Capital Group LLC | 0.00% | No change | 40 | $2K |
| Game Plan Financial Advisors, LLC | 0.00% | Add +2.9% | 35 | $2K |
| Moser Wealth Advisors, LLC | 0.00% | No change | 32 | $2K |
| Key Financial Inc | 0.00% | No change | 32 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 12 | $1K |
| Claris Advisors, LLC / Mo / | 0.00% | New | 13 | $637 |
| Evolution Advisers, Inc. | 0.00% | No change | 7 | $0 |
"% of holder's portfolio" is SCHO's weight in each manager's 13F, not the share of Schwab Short-Term US Treas the manager owns.