Schwab Short-Term US TreasSCHOETF
13F holders, Q3 2025 (September 30)645holders −12
52new positions
58sold out
3famous investors
$24.40avg. 13F price*
At the end of Q3 2025, 645 institutions reported holding Schwab Short-Term US Treas (SCHO) in their 13F filings, down 12 from Q2 2025. 52 opened new positions and 58 sold out. The largest holders were Bank of America Corp. ($2.9B), JPMorgan Chase & Co. ($481.9M) and Ameriprise Financial Inc. ($473.9M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $53.9M |
| Exits | 58 | $55.9M |
All 13F filers, Q2 2025 → Q3 2025: 22,084,456 shares bought and 16,987,510 shares sold, net +5,096,946 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 645 holders
| Bank of America Corp. | 0.22% | Add +8.8% | 118,665,834 | $2.9B |
| JPMorgan Chase & Co. | 0.03% | Reduce -2.5% | 19,750,218 | $481.9M |
| Ameriprise Financial Inc. | 0.11% | Reduce -15.9% | 19,401,639 | $473.9M |
| Sei Investments Co. | 0.46% | Add +3.4% | 17,596,729 | $429.4M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -15.9% | 6,767,740 | $165.1M |
| Stifel Financial Corp. | 0.15% | Add +7.3% | 6,554,600 | $159.9M |
| Wealthfront Advisers LLC | 0.22% | Add +5.7% | 3,787,747 | $92.4M |
| PNC Financial Services Group, Inc. | 0.06% | Reduce -1.5% | 3,763,183 | $91.8M |
| Moisand Fitzgerald Tamayo, LLC | 9.89% | Add +6.0% | 3,441,065 | $84.0M |
| LPL Financial LLC | 0.02% | Reduce -24.8% | 3,226,183 | $78.7M |
| Morgan Stanley | 0.00% | Reduce -2.8% | 3,177,750 | $77.5M |
| State Street Corp. | 0.00% | No change | 3,100,000 | $75.6M |
| Cerity Partners LLC | 0.11% | Reduce -15.3% | 2,767,502 | $67.5M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +89.1% | 2,744,373 | $66.9M |
| MCF Advisors LLC | 3.89% | Add +7.2% | 2,601,249 | $63.5M |
| Clearwater Capital Advisors, LLC | 5.38% | Add +5.0% | 2,585,770 | $63.1M |
| Bangor Savings Bank | 4.54% | Add +5.1% | 2,234,276 | $54.5M |
| Stephens Group Asset Management, LLC | 3.42% | Add +10.9% | 2,081,846 | $50.8M |
| Wells Fargo & Company | 0.01% | Add +2.8% | 1,994,751 | $48.7M |
| LVW Advisors, LLC | 5.01% | Add +8.0% | 1,982,002 | $48.4M |
| Fiduciary Financial Group, LLC | 7.37% | Add +7.9% | 1,912,784 | $46.7M |
| TruNorth Capital Management, LLC | 8.80% | Add +4.8% | 1,823,975 | $44.5M |
| Renaissance Technologies | 0.06% | Reduce -25.1% | 1,821,084 | $44.4M |
| Morningstar Investment Management LLC | 1.55% | Add +2.7% | 1,726,672 | $42.1M |
| DAVENPORT & Co LLC | 0.21% | Add +8.5% | 1,636,548 | $39.9M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -15.2% | 1,582,342 | $38.6M |
| Merit Financial Group, LLC | 0.35% | Add +42.9% | 1,562,292 | $38.1M |
| FLC Capital Advisors | 7.21% | Add +4.8% | 1,525,261 | $37.2M |
| High Probability Advisors, LLC | 4.76% | Add +12.4% | 1,423,526 | $34.7M |
| Access Financial Services, Inc. | 11.90% | Add +112.5% | 1,346,749 | $32.9M |
| SCS Capital Management LLC | 0.35% | Reduce -0.6% | 1,323,278 | $32.3M |
| Leavell Investment Management, Inc. | 1.27% | Add +5.0% | 1,236,117 | $30.2M |
| Midwest Trust Co | 0.38% | Add +0.7% | 1,210,932 | $29.5M |
| MAI Capital Management | 0.18% | Add +8.7% | 1,169,311 | $28.5M |
| United Capital Management of KS, Inc. | 3.67% | Add +4.7% | 1,106,304 | $27.0M |
| Passive Capital Management, LLC. | 8.78% | Reduce -1.2% | 1,103,890 | $26.9M |
| Holcombe Financial, Inc. | 18.21% | Add +5.5% | 1,069,210 | $26.1M |
| Charles Schwab Trust Co | 1.66% | Add +7.5% | 1,002,705 | $24.5M |
| Cetera Investment Advisers | 0.03% | Reduce -5.7% | 986,161 | $24.1M |
| Williams Financial, LLC | 23.79% | Add +1.5% | 945,377 | $23.1M |
| UBS Group AG | 0.00% | Add +2.4% | 943,474 | $23.0M |
| Avior Wealth Management, LLC | 0.71% | Add +4.2% | 900,525 | $22.0M |
| Altiora Financial Group, LLC | 3.94% | Reduce -3.7% | 882,842 | $21.5M |
| Galvin, Gaustad & Stein, LLC | 1.72% | Add +8.4% | 852,449 | $20.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.9% | 846,895 | $20.7M |
| MassMutual Private Wealth & Trust, FSB | 0.52% | Add +2.0% | 840,843 | $20.5M |
| MBM Wealth Consultants, LLC | 4.89% | Add +31.8% | 806,752 | $19.7M |
| Courage Miller Partners, LLC | 5.83% | Add +9.8% | 797,617 | $19.5M |
| Truist Financial Corp. | 0.03% | Add +5.2% | 788,085 | $19.2M |
| AdvisorNet Financial, Inc | 1.08% | Add +2.4% | 784,811 | $19.1M |
| Fund Evaluation Group, LLC | 0.68% | No change | 772,924 | $18.9M |
| Journey Advisory Group, LLC | 1.37% | Add +2.6% | 758,142 | $18.5M |
| Brandywine Oak Private Wealth LLC | 1.60% | Reduce -46.0% | 753,904 | $18.4M |
| Novem Group | 2.09% | Add +7.2% | 719,739 | $17.6M |
| Stratos Wealth Advisors, LLC | 0.83% | Reduce -33.9% | 706,122 | $17.2M |
| Waverly Advisors, LLC | 0.17% | Add +22.4% | 686,393 | $16.7M |
| JPL Wealth Management, LLC | 3.91% | Add +4.2% | 675,767 | $16.5M |
| Raymond James Financial Inc. | 0.01% | Add +7.4% | 661,263 | $16.1M |
| Inspire Investing, LLC | 1.57% | Add +0.8% | 660,920 | $16.1M |
| Main Street Group, LTD | 4.92% | Add +2.3% | 629,232 | $15.4M |
| Ballast Advisors LLC | 4.19% | Add +9.4% | 623,769 | $15.2M |
| Robinswood Financial LLC | 4.93% | Add +3.3% | 605,250 | $14.8M |
| Alesco Advisors, LLC, An ESL Co | 0.40% | Add +6.9% | 600,176 | $14.6M |
| Resonant Capital Advisors, LLC | 0.84% | Add +0.6% | 594,156 | $14.5M |
| Pure Financial Advisors, LLC | 0.23% | Add +1.9% | 588,389 | $14.4M |
| Marotta Asset Management | 2.68% | Add +2.1% | 585,005 | $14.3M |
| Avidian Wealth Enterprises, LLC | 0.53% | Add +2.6% | 577,821 | $14.1M |
| Black Diamond Financial, LLC | 1.57% | Add +21.6% | 573,030 | $14.0M |
| Pure Portfolios Holdings LLC | 4.37% | Add +26.6% | 572,199 | $14.0M |
| BWM Planning, LLC | 4.09% | Add +12.8% | 563,185 | $13.7M |
| World Investment Advisors | 0.28% | Reduce -2.1% | 560,781 | $13.7M |
| Northeast Financial Group, Inc. | 3.35% | Add +7.1% | 552,024 | $13.5M |
| Cloud Capital Management, LLC | 7.07% | Reduce -0.6% | 550,048 | $13.4M |
| RMR Wealth Builders | 1.12% | Add +22.9% | 547,150 | $13.4M |
| Towneley Capital Management, Inc / DE | 2.81% | Reduce -1.1% | 529,429 | $12.9M |
| Debussy Capital Management LP | 1.73% | Add +4.5% | 500,122 | $12.2M |
| Meridian Wealth Partners, LLC | 1.67% | Add +6.0% | 498,390 | $12.2M |
| Prairiewood Capital, LLC | 4.02% | Add +14.1% | 496,441 | $12.1M |
| Diversify Wealth Management, LLC | 0.69% | Add +1.4% | 493,518 | $12.0M |
| National Bank of Canada | 0.01% | Reduce -14.3% | 488,303 | $11.9M |
| Royal Bank of Canada | 0.00% | Reduce -1.4% | 483,798 | $11.8M |
| Brown Wealth Management, LLC | 3.30% | Add +14.0% | 482,216 | $11.8M |
| Creative Planning | 0.01% | Add +10.5% | 480,576 | $11.7M |
| Westover Capital Advisors, LLC | 2.08% | Add +2.5% | 460,741 | $11.2M |
| MML Investors Services, LLC | 0.03% | Add +45.6% | 436,658 | $10.7M |
| Mutual Advisors, LLC | 0.23% | Add +3.6% | 423,899 | $10.4M |
| Peterson Wealth Advisors, LLC | 1.55% | Add +11.0% | 424,359 | $10.3M |
| Sims Investment Management, LLC | 3.58% | Add +11.6% | 405,938 | $9.9M |
| First National Trust Co | 0.34% | Add +2.6% | 404,893 | $9.9M |
| US Bancorp \de | 0.01% | Reduce -0.1% | 401,195 | $9.8M |
| Act Two Investors LLC | 1.69% | Reduce -0.8% | 391,611 | $9.6M |
| Blue Sky Capital Consultants Group, Inc. | 4.18% | Add +1553.0% | 390,273 | $9.5M |
| Citigroup Inc. | 0.01% | Add +1191.2% | 387,483 | $9.5M |
| HighTower Advisors, LLC | 0.01% | Add +3.0% | 387,001 | $9.4M |
| Phil A. Younker & Associates, Ltd. | 7.15% | Add +20.9% | 382,781 | $9.3M |
| ZynergyRetirementPlanningLLC | 5.87% | Add +1.7% | 381,363 | $9.3M |
| Osaic Holdings, Inc. | 0.01% | Add +48.7% | 373,981 | $9.1M |
| Fifth Third Securities, Inc. | 0.61% | Add +1.2% | 365,839 | $8.9M |
| Roundview Capital LLC | 0.56% | Add +0.9% | 363,687 | $8.9M |
| SMI Advisory Services, LLC | 1.66% | Add +0.8% | 360,722 | $8.8M |
| Milestone Investment Advisors LLC | 2.16% | Add +5.2% | 356,741 | $8.7M |
| Oakwell Private Wealth Management, LLC | 1.65% | New | 336,282 | $8.2M |
| Stonebridge Financial Group, LLC | 0.70% | New | 327,085 | $8.0M |
| Mariner, LLC | 0.01% | Add +13.9% | 322,988 | $7.9M |
| Eagle Strategies LLC | 1.03% | Add +483.5% | 316,166 | $7.7M |
| Abacus Planning Group, Inc. | 1.05% | Add +1.6% | 312,329 | $7.6M |
| Greenline Partners, LLC | 0.92% | Reduce -0.9% | 310,389 | $7.6M |
| Rosenberg Matthew Hamilton | 1.62% | Add +26.7% | 307,549 | $7.5M |
| Grove Street Fiduciary, LLC | 3.41% | Reduce -0.8% | 295,428 | $7.2M |
| Asset Planning Corporation | 3.40% | Add +10.6% | 294,018 | $7.2M |
| Apella Capital, LLC | 0.16% | Reduce -20.2% | 284,838 | $7.0M |
| Harbour Investments, Inc. | 0.15% | Reduce -1.8% | 279,929 | $6.8M |
| Momentum Wealth Planning, LLC | 5.40% | Add +3.7% | 279,758 | $6.8M |
| Bard Associates Inc. | 1.79% | New | 276,368 | $6.7M |
| C M Bidwell & Associates Ltd. | 3.15% | Add +19.4% | 268,807 | $6.6M |
| CreativeOne Wealth, LLC | 0.16% | Reduce -0.5% | 266,235 | $6.5M |
| Mgo One Seven LLC | 0.15% | Reduce -27.4% | 266,072 | $6.5M |
| Evensky & Katz LLC | 0.37% | Reduce -2.1% | 262,321 | $6.4M |
| Integrated Wealth Concepts LLC | 0.06% | Add +0.1% | 252,767 | $6.2M |
| Commerce Bank | 0.03% | Add +13.6% | 252,426 | $6.2M |
| Dynamic Advisor Solutions LLC | 0.18% | Reduce -2.3% | 247,764 | $6.0M |
| WNY Asset Management, LLC | 0.58% | Reduce -5.7% | 247,446 | $6.0M |
| StoneX Group Inc. | 0.26% | Reduce -8.1% | 242,187 | $5.9M |
| Farther Finance Advisors, LLC | 0.09% | Reduce -8.9% | 236,423 | $5.8M |
| HB Wealth Management, LLC | 0.04% | Add +7.7% | 235,303 | $5.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -2.8% | 232,445 | $5.7M |
| Associated Banc-Corp | 0.15% | Reduce -6.3% | 231,874 | $5.7M |
| Dean Investment Associates, LLC | 0.79% | Reduce -9.8% | 230,991 | $5.6M |
| Plan A Wealth LLC | 2.84% | Add +22.4% | 228,661 | $5.6M |
| Focus Financial Network, Inc. | 0.19% | Reduce -6.1% | 223,149 | $5.4M |
| Red Tortoise LLC | 2.35% | Reduce -18.9% | 219,854 | $5.4M |
| Principal Securities, Inc. | 0.09% | Add +7.4% | 214,029 | $5.2M |
| VestGen Advisors, LLC | 0.17% | Reduce -15.1% | 212,197 | $5.2M |
| Farrow Financial, Inc. | 2.93% | Add +13.9% | 207,095 | $5.1M |
| Flow Traders U.S. LLC | 0.21% | New | 206,440 | $5.0M |
| Islay Capital Management, LLC | 2.91% | Add +0.8% | 205,890 | $5.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -65.0% | 205,275 | $5.0M |
| Maltin Wealth Management, Inc. | 2.07% | Reduce -6.9% | 204,307 | $5.0M |
| Baird Financial Group, Inc. | 0.01% | Add +22.0% | 204,038 | $5.0M |
| Savant Capital, LLC | 0.03% | Reduce -24.8% | 203,703 | $5.0M |
| Successful Portfolios LLC | 2.89% | Add +0.7% | 202,762 | $4.9M |
| Captrust Financial Advisors | 0.01% | Reduce -4.3% | 202,299 | $4.9M |
| Valpey Financial Services, LLC | 3.22% | Add +6.8% | 201,812 | $4.9M |
| Sand Hill Global Advisors, LLC | 0.17% | Add +1.4% | 198,408 | $4.8M |
| Independent Solutions Wealth Management, LLC | 0.86% | Reduce -1.7% | 197,566 | $4.8M |
| Roberts Financial Services LLC | 1.51% | Add +27.6% | 191,688 | $4.7M |
| Meritage Portfolio Management | 0.30% | Reduce -2.5% | 186,252 | $4.5M |
| Eaton Financial Holdings Company, LLC | 1.28% | Reduce -42.4% | 185,678 | $4.5M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.50% | Add +0.3% | 182,875 | $4.5M |
| Harrington Investments, INC | 2.22% | Add +0.8% | 182,410 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -43.1% | 175,916 | $4.3M |
| Lido Advisors, LLC | 0.02% | Add +122.1% | 171,068 | $4.2M |
| Bigelow Investment Advisors, LLC | 1.68% | Reduce -5.8% | 170,717 | $4.2M |
| Hutchinson Capital Management | 0.72% | Reduce -0.8% | 170,430 | $4.2M |
| Christensen, King & Associates Investment Services, Inc. | 1.70% | Add +2.7% | 162,404 | $4.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Add +0.0% | 161,562 | $3.9M |
| GW Henssler & Associates Ltd. | 0.19% | Reduce -3.2% | 159,734 | $3.9M |
| Focus Partners Wealth | 0.01% | Add +11.8% | 153,492 | $3.7M |
| Cornerstone Wealth Advisors, Inc. | 0.88% | Reduce -0.1% | 149,152 | $3.6M |
| Pflug Koory, LLC | 1.72% | Add +9.7% | 148,660 | $3.6M |
| SIMA Wealth Partners, LLC | 2.77% | Reduce -0.7% | 148,380 | $3.6M |
| BlackRock, Inc. | 0.00% | Reduce -54.4% | 147,797 | $3.6M |
| Allworth Financial LP | 0.02% | Add +21.2% | 147,567 | $3.6M |
| NorthRock Partners, LLC | 0.06% | New | 145,507 | $3.6M |
| Brookstone Capital Management | 0.04% | Add +1.1% | 144,182 | $3.5M |
| American Investment Services, Inc. | 0.82% | Add +5.6% | 140,336 | $3.4M |
| Gilbert Capital Group, Inc. | 2.61% | Reduce -8.7% | 138,337 | $3.4M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +11.2% | 136,100 | $3.3M |
| Summit Financial, LLC | 0.05% | New | 135,582 | $3.3M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -21.7% | 135,034 | $3.3M |
| Berkshire Asset Management LLC | 0.14% | Add +2.6% | 134,241 | $3.3M |
| Sheets Smith Wealth Management | 0.36% | Reduce -5.5% | 131,206 | $3.2M |
| Verdence Capital Advisors LLC | 0.18% | Add +15.1% | 128,340 | $3.1M |
| Lowery Thomas, LLC | 1.81% | Add +5.1% | 128,488 | $3.1M |
| Journey Beyond Wealth, LLC | 2.54% | Add +6.5% | 126,768 | $3.1M |
| Beckerman Institutional, LLC | 1.82% | Add +9.5% | 126,705 | $3.1M |
| WBH Advisory Inc. | 0.23% | Add +1.5% | 125,464 | $3.1M |
| McLean Asset Management Corp | 0.63% | Add +35.3% | 124,871 | $3.0M |
| Csenge Advisory Group | 0.14% | Add +23.0% | 121,570 | $3.0M |
| Aventus Investment Advisors, Inc. | 2.49% | Reduce -8.3% | 119,563 | $2.9M |
| North Forty Two & Co. | 2.82% | Reduce -2.2% | 118,367 | $2.9M |
| Cheviot Value Management, LLC | 0.31% | Reduce -12.9% | 117,876 | $2.9M |
| Breakwater Investment Management | 1.06% | Reduce -6.3% | 117,923 | $2.9M |
| Benjamin Edwards Inc. | 0.03% | Add +10.3% | 117,541 | $2.9M |
| Lifeworks Advisors, LLC | 0.38% | Reduce -0.2% | 116,567 | $2.8M |
| ETF Store, Inc. | 3.01% | Reduce -6.0% | 116,390 | $2.8M |
| W.H. Cornerstone Investments Inc. | 1.73% | Add +42.6% | 116,324 | $2.8M |
| WT Wealth Management | 0.81% | Reduce -73.2% | 114,694 | $2.8M |
| Pinkerton Wealth, LLC | 0.30% | Add +22.5% | 114,022 | $2.8M |
| Investment Research Partners LLC | 1.25% | — | 114,016 | $2.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -31.9% | 113,122 | $2.8M |
| Private Advisor Group, LLC | 0.01% | Add +50.4% | 112,545 | $2.7M |
| Valley Financial Group, Inc. | 1.55% | Add +0.2% | 112,254 | $2.7M |
| Asset Allocation Strategies LLC | 0.54% | Add +9.8% | 112,038 | $2.7M |
| Elite Financial, Inc. | 1.25% | Add +2.4% | 112,113 | $2.7M |
| SigFig Wealth Management, LLC | 0.08% | Add +5.5% | 111,536 | $2.7M |
| Great Lakes Retirement, Inc. | 0.30% | Add +8.2% | 111,038 | $2.7M |
| Lodestar Private Asset Management LLC | 0.28% | Add +14.6% | 110,390 | $2.7M |
| Dover Advisors, LLC | 1.06% | Add +114.7% | 109,420 | $2.7M |
| Blair William & Co. | 0.01% | Add +13.0% | 108,572 | $2.6M |
| DBK Financial Counsel, LLC | 2.20% | Reduce -26.3% | 107,225 | $2.6M |
| Sellwood Investment Partners LLC | 1.03% | Add +91.2% | 106,102 | $2.6M |
| Johnson Financial Group, LLC | 0.23% | Add +0.4% | 102,472 | $2.5M |
| NewEdge Advisors, LLC | 0.01% | Add +3.2% | 101,321 | $2.5M |
| Brand Asset Management Group, Inc. | 0.70% | Add +599.6% | 101,303 | $2.5M |
| Lantern Wealth Advisors, LLC | 1.29% | Reduce -1.1% | 101,157 | $2.5M |
| Bulwark Capital Corp | 1.87% | Reduce -22.3% | 98,294 | $2.4M |
| Ahl Investment Management, Inc. | 1.63% | Reduce -5.9% | 97,781 | $2.4M |
| Bank of Nova Scotia | 0.00% | New | 97,300 | $2.4M |
| Mission Wealth Management, LP | 0.05% | Reduce -54.1% | 97,117 | $2.4M |
| Assetmark, Inc. | 0.01% | Reduce -89.1% | 96,720 | $2.4M |
| Vise Technologies, Inc. | 0.09% | Reduce -3.3% | 95,865 | $2.3M |
| GLOBALT Investments LLC / GA | 0.08% | Reduce -5.6% | 94,648 | $2.3M |
| Dakota Wealth Management | 0.05% | Reduce -48.2% | 93,795 | $2.3M |
| Bank of Montreal | 0.00% | Add +2.3% | 93,282 | $2.3M |
| Fortis Advisors, LLC | 1.29% | Add +1.0% | 92,781 | $2.3M |
| Cobblestone Capital Advisors LLC | 0.11% | Reduce -8.3% | 91,230 | $2.2M |
| Mainsail Financial Group, LLC | 0.96% | Add +7.3% | 91,182 | $2.2M |
| Innovative Wealth Building LLC | 1.69% | Reduce -16.2% | 88,944 | $2.2M |
| National Wealth Management Group, LLC | 0.81% | Add +19.0% | 88,375 | $2.2M |
| Two Sigma Securities, LLC | 0.30% | Add +5.7% | 84,662 | $2.1M |
| Juncture Wealth Strategies, LLC | 0.68% | Reduce -4.5% | 82,973 | $2.0M |
| Smithbridge Asset Management Inc. | 0.29% | New | 82,378 | $2.0M |
| Creative Financial Designs Inc. | 0.13% | Add +40.0% | 81,735 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -66.3% | 81,118 | $2.0M |
| Bank of Marin | 1.39% | Reduce -1.1% | 80,663 | $2.0M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +3.0% | 80,198 | $2.0M |
| Princeton Global Asset Management LLC | 0.32% | Add +3.8% | 79,461 | $1.9M |
| DMC Group, LLC | 1.33% | Add +2.9% | 78,664 | $1.9M |
| Rialto Wealth Management, LLC | 0.49% | Reduce -26.3% | 77,526 | $1.9M |
| Tortoise Investment Management, LLC | 0.17% | Reduce -35.0% | 77,386 | $1.9M |
| Apollon Wealth Management, LLC | 0.03% | Add +8.6% | 76,739 | $1.9M |
| Versant Capital Management, Inc | 0.25% | Add +62.9% | 74,185 | $1.8M |
| Walkner Condon Financial Advisors LLC | 0.29% | Reduce -9.8% | 74,194 | $1.8M |
| MBE Wealth Management, LLC | 0.77% | Reduce -15.4% | 73,375 | $1.8M |
| Birmingham Capital Management Co. Inc. | 0.82% | No change | 73,000 | $1.8M |
| OneAscent Financial Services LLC | 0.12% | Reduce -5.9% | 72,918 | $1.8M |
| Diversified Trust Co. | 0.04% | Reduce -18.9% | 72,518 | $1.8M |
| JFG Wealth Management, LLC | 0.34% | Add +0.9% | 72,048 | $1.8M |
| Calton & Associates, Inc. | 0.26% | Add +5.4% | 70,827 | $1.7M |
| Balanced Rock Investment Advisors LLC | 1.23% | Add +8.4% | 68,923 | $1.7M |
| Cwm, LLC | 0.01% | Reduce -22.9% | 67,798 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Add +20.8% | 66,041 | $1.6M |
| Global Retirement Partners, LLC | 0.04% | Reduce -4.8% | 65,382 | $1.6M |
| Citadel Advisors | 0.00% | Reduce -35.3% | 64,963 | $1.6M |
| Mendota Financial Group, LLC | 1.17% | Reduce -3.8% | 64,297 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Reduce -1.2% | 64,170 | $1.6M |
| Koshinski Asset Management, Inc. | 0.11% | Add +0.9% | 63,348 | $1.5M |
| True Link Financial Advisors, LLC | 0.10% | Reduce -26.3% | 63,156 | $1.5M |
| IFP Advisors, Inc | 0.04% | Reduce -39.9% | 60,922 | $1.5M |
| Anderson Hoagland & Co. | 0.13% | Add +3.4% | 60,245 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | New | 60,004 | $1.5M |
| Clearview Wealth Advisors LLC | 0.93% | Add +4.9% | 59,492 | $1.5M |
| Wealthspire Advisors, LLC | 0.01% | Add +6.5% | 59,085 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -2.6% | 58,961 | $1.4M |
| Centurion Wealth Management LLC | 0.33% | New | 58,500 | $1.4M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Reduce -0.2% | 56,998 | $1.4M |
| K2 Financial Inc. | 1.11% | Add +12.1% | 56,708 | $1.4M |
| Pasadena Private Wealth, LLC | 0.20% | Reduce -46.0% | 56,385 | $1.4M |
| United Advisor Group, LLC | 0.18% | Add +8.3% | 55,943 | $1.4M |
| Atria Investments, Inc | 0.02% | Reduce -13.7% | 55,921 | $1.4M |
| First Financial Group Corp | 1.17% | Add +100.2% | 55,490 | $1.4M |
| Hexagon Capital Partners LLC | 0.27% | Add +0.1% | 55,310 | $1.3M |
| Freestone Capital Holdings, LLC | 0.04% | Reduce -5.1% | 55,232 | $1.3M |
| Bleakley Financial Group, LLC | 0.03% | Reduce -6.1% | 54,984 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.07% | Add +7.0% | 54,969 | $1.3M |
| ARK & TLK Investments, LLC | 0.42% | Reduce -0.8% | 54,438 | $1.3M |
| Seek First Inc. | 0.95% | Reduce -0.1% | 54,331 | $1.3M |
| Pines Wealth Management, LLC | 0.45% | Add +20.4% | 54,259 | $1.3M |
| Savvy Advisors, Inc. | 0.06% | Add +4.3% | 53,950 | $1.3M |
| Great Waters Wealth Management | 0.16% | Add +2.2% | 53,815 | $1.3M |
| Lummis Asset Management, LP | 0.86% | Add +0.6% | 53,458 | $1.3M |
| MFG Wealth Management, Inc. | 0.98% | New | 53,213 | $1.3M |
| Frontier Asset Management, LLC | 0.32% | Add +20.5% | 52,445 | $1.3M |
| Veery Capital, LLC | 0.40% | Add +4.2% | 52,224 | $1.3M |
| Burk Holdings LLC | 0.68% | Add +35.5% | 51,901 | $1.3M |
| Krilogy Financial LLC | 0.05% | Reduce -7.8% | 51,207 | $1.2M |
| EverSource Wealth Advisors, LLC | 0.05% | Add +44.5% | 50,807 | $1.2M |
| Alteri Wealth LLC | 0.43% | Add +10.8% | 50,799 | $1.2M |
| Compass Financial Group, INC | 0.19% | Reduce -23.4% | 50,727 | $1.2M |
| Tennessee Valley Asset Management Partners | 0.16% | Reduce -3.0% | 49,306 | $1.2M |
| Cape Cod Five Cents Savings Bank | 0.11% | No change | 24,499 | $1.2M |
| Clear Investment Research, LLC | 1.59% | Reduce -37.8% | 48,714 | $1.2M |
| Alliance Wealth Management Group | 0.26% | Add +6.0% | 48,480 | $1.2M |
| Towercrest Capital Management | 0.19% | Add +6.0% | 48,480 | $1.2M |
| Avestar Capital, LLC | 0.08% | No change | 48,000 | $1.2M |
| Vident Advisory, LLC | 0.01% | Reduce -0.8% | 47,927 | $1.2M |
| Beacon Financial Advisory LLC | 0.27% | Reduce -7.0% | 47,873 | $1.2M |
| Evermay Wealth Management LLC | 0.13% | Reduce -12.3% | 47,872 | $1.2M |
| Foster Victor Wealth Advisors, LLC | 0.07% | Reduce -1.7% | 47,823 | $1.2M |
| Win Advisors, Inc. | 0.56% | Add +46.4% | 47,027 | $1.1M |
| Ethos Financial Group, LLC | 0.09% | Add +1.7% | 46,647 | $1.1M |
| Diversify Advisory Services, LLC | 0.04% | Reduce -60.0% | 46,027 | $1.1M |
| Pittenger & Anderson Inc. | 0.04% | Add +14.2% | 45,735 | $1.1M |
| Evanson Asset Management, LLC | 0.06% | Add +1.0% | 43,932 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -13.1% | 43,660 | $1.1M |
| Pacific Capital Wealth Advisors, Inc. | 0.18% | Add +31.1% | 43,632 | $1.1M |
| Wedmont Private Capital | 0.04% | New | 43,635 | $1.1M |
| MPWM Advisory Solutions, LLC | 0.63% | Add +1276.5% | 43,444 | $1.1M |
| Barnes Dennig Private Wealth Management LLC | 1.13% | New | 43,163 | $1.1M |
| Inspire Advisors, LLC | 0.10% | Reduce -67.7% | 43,099 | $1.1M |
| Lumbard & Kellner, LLC | 0.39% | Reduce -7.8% | 42,987 | $1.0M |
| Vista Cima Wealth Management LLC | 0.87% | Add +5.1% | 42,889 | $1.0M |
| Wealthspire Retirement, LLC | 0.07% | Add +6.0% | 42,795 | $1.0M |
| Bright Futures Wealth Management, LLC. | 0.82% | — | 42,465 | $1.0M |
| Lindenwold Advisors, INC | 0.49% | Reduce -0.1% | 42,243 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -1.9% | 42,192 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.1% | 42,144 | $1.0M |
| Hidden Cove Wealth Management, LLC | 0.68% | Add +25.5% | 42,134 | $1.0M |
| Twele Capital Management, Inc. | 0.19% | Add +0.4% | 42,023 | $1.0M |
| Guardian Financial Partners, LLC | 0.43% | Reduce -4.0% | 41,988 | $1.0M |
| Seneca Financial Advisors LLC | 0.33% | Reduce -67.6% | 41,588 | $1.0M |
| LifePlan Financial, LLC | 0.80% | Reduce -2.4% | 41,209 | $1.0M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -0.8% | 40,857 | $997K |
| D.B. Root & Company, LLC | 0.25% | Reduce -5.3% | 40,712 | $993K |
| Trevian Wealth Management LLC | 0.51% | New | 39,081 | $954K |
| Tempus Wealth Planning, LLC | 0.22% | Add +12.6% | 38,673 | $944K |
| Smart Portfolios, LLC | 0.90% | Reduce -1.4% | 38,430 | $938K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.11% | Reduce -26.1% | 38,192 | $932K |
| Kestra Advisory Services, LLC | 0.00% | Add +207.9% | 38,065 | $929K |
| Elmwood Wealth Management, Inc. | 0.33% | No change | 38,000 | $927K |
| ARS Wealth Advisors Group, LLC | 0.09% | Add +2.2% | 37,803 | $922K |
| Sherman Asset Management, Inc. | 0.79% | Reduce -2.9% | 37,681 | $919K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +64.0% | 37,448 | $914K |
| Accurate Wealth Management, LLC | 0.12% | Reduce -0.9% | 37,356 | $912K |
| Commons Capital, LLC | 0.61% | Add +3.8% | 37,020 | $903K |
| Family Investment Center, Inc. | 0.19% | Add +0.7% | 36,548 | $892K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.88% | Reduce -4.0% | 36,470 | $890K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -1.4% | 36,162 | $882K |
| Cumberland Partners Ltd | 0.06% | Reduce -32.0% | 36,001 | $878K |
| South Plains Financial, Inc. | 0.54% | Add +0.6% | 35,436 | $864K |
| Websterrogers Financial Advisors, LLC | 0.26% | Add +1.0% | 34,885 | $851K |
| Curran Financial Partners, LLC | 0.17% | Reduce -61.9% | 34,537 | $843K |
| Coordinated Financial Services, Inc. | 0.54% | Add +54.5% | 34,019 | $830K |
| Kuhn & Co Investment Counsel | 0.65% | Add +2.8% | 33,580 | $819K |
| New Hampshire Trust | 0.16% | Add +31.9% | 33,331 | $813K |
| Sightline Wealth Advisors, LLC | 0.37% | Add +80.3% | 33,267 | $812K |
| OneDigital Investment Advisors LLC | 0.01% | Add +2.8% | 33,024 | $806K |
| Simplicity Wealth,LLC | 0.05% | New | 32,959 | $804K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -11.2% | 32,859 | $802K |
| Cambridge Advisors Inc. | 0.16% | No change | 32,757 | $799K |
| Global Trust Asset Management, LLC | 0.36% | Reduce -6.8% | 32,750 | $799K |
| Planned Solutions, Inc. | 0.28% | Reduce -0.7% | 32,501 | $793K |
| Coastal Bridge Advisors, LLC | 0.06% | Reduce -3.6% | 31,576 | $770K |
| MADDEN SECURITIES Corp | 0.24% | Reduce -1.1% | 31,532 | $769K |
| HRT Financial LP | 0.00% | Add +6.5% | 30,216 | $737K |
| Chilton Investment Co. Inc. | 0.01% | Reduce -4.6% | 29,910 | $730K |
| Gateway Wealth Partners, LLC | 0.10% | Reduce -18.2% | 29,875 | $729K |
| Altfest L J & Co. Inc. | 0.08% | Add +5.8% | 29,831 | $728K |
| Western Wealth Management, LLC | 0.04% | Add +19.4% | 29,729 | $725K |
| Spinnaker Investment Group, LLC | 0.13% | Add +22.3% | 29,367 | $717K |
| Equitable Holdings, Inc. | 0.01% | Add +3.0% | 29,022 | $708K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -5.1% | 28,799 | $703K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -16.0% | 28,634 | $699K |
| Traub Capital Management LLC | 0.69% | Add +0.3% | 28,537 | $696K |
| Comerica Bank | 0.00% | Add +0.2% | 28,332 | $691K |
| Vantage Financial Partners, LLC | 0.15% | Reduce -6.8% | 28,315 | $691K |
| BNP Paribas | 0.02% | Add +1.3% | 27,908 | $681K |
| Hartline Investment Corp./ | 0.07% | Reduce -22.8% | 27,825 | $679K |
| Tradition Wealth Management, LLC | 0.05% | Reduce -7.6% | 27,556 | $672K |
| Weitzel Financial Services, Inc. | 0.27% | Reduce -5.4% | 27,486 | $671K |
| UMB Bank, n.a. | 0.01% | No change | 27,025 | $659K |
| Nations Financial Group Inc, /Ia/ | 0.04% | New | 26,826 | $655K |
| Corient Private Wealth LP | 0.00% | Reduce -31.4% | 26,818 | $654K |
| Madden Advisory Services, Inc. | 0.27% | New | 26,790 | $654K |
| McBroom & Associates, LLC | 0.30% | Reduce -35.5% | 26,212 | $640K |
| VanderPol Investments L.L.C. | 1.24% | Add +7.9% | 26,092 | $638K |
| Wesbanco Bank Inc. | 0.02% | No change | 25,505 | $622K |
| Stewardship Advisors, LLC | 0.15% | Add +4.6% | 25,372 | $619K |
| VSM Wealth Advisory, LLC | 0.19% | Reduce -4.3% | 25,218 | $615K |
| Joule Financial, LLC | 0.18% | Add +49.0% | 25,116 | $613K |
| Mission Hills Financial Advisory, LLC | 0.32% | Add +30.9% | 25,059 | $611K |
| Robinson Smith Wealth Advisors LLC | 0.44% | Reduce -81.6% | 24,991 | $610K |
| Main Street Financial Solutions, LLC | 0.04% | Add +5.1% | 24,876 | $607K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -65.3% | 24,873 | $607K |
| Belpointe Asset Management LLC | 0.02% | Reduce -63.0% | 24,801 | $605K |
| Aegis Wealth Management LLC | 0.32% | Reduce -3.4% | 24,722 | $603K |
| HBK Sorce Advisory LLC | 0.01% | New | 24,518 | $599K |
| Nelson Capital Management, LLC | 0.07% | Reduce -2.7% | 23,851 | $582K |
| Team Financial Group, LLC | 0.27% | Add +16.0% | 23,800 | $581K |
| First Interstate Bank | 0.03% | Reduce -52.1% | 23,658 | $577K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.6% | 23,453 | $572K |
| BCS Wealth Management | 0.13% | Reduce -8.9% | 23,292 | $568K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -3.9% | 23,064 | $563K |
| Live Oak Private Wealth LLC | 0.08% | Reduce -0.5% | 22,436 | $547K |
| Blossom Wealth Management | 0.88% | Add +4.9% | 22,392 | $546K |
| Core Wealth Partners LLC | 0.25% | Add +0.5% | 21,934 | $535K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -32.6% | 21,912 | $535K |
| Noble Family Wealth, LLC | 0.12% | Reduce -1.8% | 21,816 | $532K |
| Leading Edge Financial Planning LLC | 0.13% | Reduce -0.1% | 21,543 | $526K |
| American Capital Advisory, LLC | 0.24% | Reduce -0.7% | 21,520 | $525K |
| Brucke Financial, Inc. | 0.30% | Reduce -2.9% | 21,315 | $521K |
| First Affirmative Financial Network | 0.24% | Reduce -3.5% | 21,074 | $514K |
| Mainstream Capital Management LLC | 0.34% | No change | 20,740 | $506K |
| Retirement Capital Strategies | 0.19% | No change | 20,695 | $505K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Reduce -3.3% | 20,683 | $505K |
| REDW Wealth LLC | 0.19% | Reduce -2.3% | 20,534 | $501K |
| Brighton Jones LLC | 0.01% | Add +0.4% | 20,507 | $500K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 20,026 | $489K |
| Jacobi Capital Management LLC | 0.03% | Add +0.9% | 19,834 | $484K |
| HC Advisors, LLC | 0.34% | Add +12.8% | 19,756 | $482K |
| Independent Financial Group, LLC | 0.01% | Reduce -2.0% | 19,714 | $481K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -8.4% | 19,560 | $476K |
| Kings Path Partners LLC | 0.17% | Add +1.6% | 19,467 | $475K |
| Titleist Asset Management, LLC | 0.04% | Add +27.1% | 19,419 | $474K |
| 1620 Investment Advisors, Inc. | 0.32% | Reduce -27.8% | 19,117 | $466K |
| Old National Bancorp | 0.01% | No change | 19,050 | $465K |
| Diversified Enterprises, LLC | 0.03% | Add +0.7% | 18,972 | $463K |
| Cahill Financial Advisors Inc. | 0.05% | Add +0.3% | 18,913 | $461K |
| Independent Wealth Network Inc. | 0.15% | Add +0.4% | 18,781 | $458K |
| Wedbush Securities Inc. | 0.01% | Reduce -4.6% | 18,789 | $458K |
| Bragg Financial Advisors, Inc | 0.02% | Add +1.1% | 18,763 | $458K |
| Avant Financial Advisors LLC | 0.34% | No change | 18,742 | $457K |
| Somerset Group LLC | 0.36% | No change | 18,581 | $453K |
| Clearstead Advisors, LLC | 0.01% | Reduce -4.1% | 18,558 | $453K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +73.1% | 18,208 | $444K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.5% | 18,061 | $441K |
| Florida Financial Advisors, LLC | 0.13% | New | 17,791 | $434K |
| Natixis Advisors, LLC | 0.00% | Add +15.7% | 17,708 | $432K |
| Birchbrook, Inc. | 0.22% | Reduce -4.2% | 17,456 | $426K |
| Signet Investment Advisory Group, Inc. | 0.20% | Reduce -5.8% | 17,347 | $423K |
| Tactive Advisors, LLC | 0.12% | Add +10.8% | 17,015 | $415K |
| Per Stirling Capital Management, LLC. | 0.05% | Reduce -0.5% | 16,944 | $413K |
| Diversified Portfolios, Inc. | 0.04% | No change | 16,678 | $407K |
| Chicago Partners Investment Group LLC | 0.01% | New | 16,647 | $407K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +3.7% | 16,581 | $405K |
| Signature Resources Capital Management, LLC | 0.22% | Add +53.0% | 16,545 | $404K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -26.9% | 16,517 | $403K |
| Archer Investment Management, LLC | 0.25% | Reduce -37.2% | 16,515 | $403K |
| Synovus Financial Corp. | 0.00% | Reduce -5.6% | 16,471 | $402K |
| Brown Advisory Inc. | 0.00% | Add +1.5% | 16,419 | $401K |
| L.K. Benson & Company, P.C. | 0.21% | Add +10.7% | 16,264 | $397K |
| Wbi Investments, LLC | 0.10% | Reduce -0.1% | 16,248 | $396K |
| TFB Advisors LLC | 0.11% | Reduce -8.3% | 16,154 | $394K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 15,728 | $384K |
| Dopkins Wealth Management, LLC | 0.16% | Reduce -29.6% | 15,609 | $381K |
| Valtinson Bruner Financial Planning LLC | 0.11% | Reduce -2.5% | 15,589 | $380K |
| Clay Northam Wealth Management, LLC | 0.22% | No change | 15,500 | $378K |
| &partners | 0.00% | Add +52.1% | 15,399 | $376K |
| Forza Wealth Management, LLC | 0.14% | Reduce -79.1% | 15,398 | $376K |
| First County Bank | 0.19% | Add +5.8% | 15,388 | $375K |
| Friedenthal Financial | 0.19% | Add +1.8% | 15,128 | $369K |
| Ceeto Capital Group, LLC | 0.11% | No change | 15,000 | $366K |
| Genesee Capital Advisors, LLC | 0.16% | Add +1.2% | 14,923 | $364K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +25.4% | 14,820 | $362K |
| Advisory Services Network, LLC | 0.01% | Add +23.9% | 14,814 | $361K |
| Nwam LLC | 0.02% | Add +0.0% | 14,745 | $360K |
| Northwest Capital Management Inc | 0.37% | Reduce -2.7% | 14,575 | $356K |
| Fortis Capital Advisors, LLC | 0.06% | Reduce -58.4% | 14,301 | $349K |
| Lauterbach Financial Advisors, LLC | 0.18% | Add +31.0% | 14,282 | $348K |
| Hardin Capital Partners, LLC | 0.19% | Add +0.1% | 14,194 | $346K |
| Stonekeep Investments, LLC | 0.22% | Add +3.6% | 14,080 | $344K |
| Arkfeld Wealth Strategies, L.L.C. | 0.12% | Add +0.8% | 13,943 | $340K |
| Empirical Asset Management, LLC | 0.09% | Reduce -0.4% | 13,858 | $338K |
| Davis Wealth Advisors, LLC | 0.30% | Reduce -4.8% | 13,855 | $338K |
| Arkadios Wealth Advisors | 0.01% | Add +25.5% | 13,673 | $334K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -84.3% | 13,635 | $333K |
| Latitude Advisors, LLC | 0.15% | Add +1.0% | 13,569 | $331K |
| Financial Architects, LLC | 0.19% | Reduce -0.7% | 13,380 | $326K |
| L. Roy Papp & Associates, LLP | 0.04% | Add +4.5% | 13,350 | $326K |
| Revisor Wealth Management LLC | 0.11% | Reduce -17.8% | 13,034 | $318K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -0.2% | 12,944 | $316K |
| Lederer & Associates Investment Counsel | 0.20% | Reduce -27.6% | 12,910 | $315K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +1.2% | 12,876 | $314K |
| Litman Gregory Wealth Management LLC | 0.02% | Reduce -4.0% | 12,875 | $314K |
| CGN Advisors LLC | 0.03% | No change | 12,750 | $311K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | Add +0.0% | 12,739 | $311K |
| Sonoma Private Wealth LLC | 0.37% | Add +1.4% | 12,581 | $307K |
| Scratch Capital LLC | 0.20% | Reduce -6.5% | 12,251 | $299K |
| Ridgewood Investments LLC | 0.13% | Reduce -57.9% | 12,220 | $298K |
| CVA Family Office, LLC | 0.04% | Add +11.8% | 11,994 | $293K |
| Fairman Group, LLC | 0.23% | Reduce -3.4% | 11,925 | $291K |
| Wealthcare Capital Partners, LLC | 0.13% | No change | 11,860 | $289K |
| Maridea Wealth Management LLC | 0.04% | Reduce -0.1% | 11,725 | $287K |
| Brewster Financial Planning LLC | 0.18% | Add +8.0% | 11,717 | $286K |
| Gradient Capital Advisors, LLC | 0.08% | Add +9.8% | 11,650 | $284K |
| Chilton Capital Management LLC | 0.01% | No change | 11,549 | $282K |
| Inman Jager Wealth Management, LLC | 0.18% | Add +0.5% | 11,516 | $281K |
| Capital Insight Partners, LLC | 0.05% | Reduce -10.4% | 11,409 | $278K |
| Rockbridge Investment Management, LCC | 0.03% | No change | 11,365 | $277K |
| Myecfo, LLC | 0.13% | Reduce -33.9% | 11,323 | $276K |
| PBMares Wealth Management LLC | 0.04% | No change | 11,238 | $274K |
| Trek Financial, LLC | 0.02% | Reduce -80.7% | 11,083 | $270K |
| AQR Capital Management | 0.00% | Add +34.8% | 11,078 | $270K |
| Zullo Investment Group, Inc. | 0.10% | Reduce -5.3% | 11,059 | $270K |
| Toth Financial Advisory Corp. | 0.03% | Reduce -11.6% | 10,966 | $268K |
| Signet Financial Management, LLC | 0.03% | New | 10,770 | $263K |
| WMG Financial Advisors, LLC | 0.09% | Add +4.7% | 10,753 | $262K |
| Empower Advisory Group, LLC | 0.00% | Add +24.3% | 10,646 | $260K |
| Townsquare Capital LLC | 0.04% | Reduce -0.6% | 10,603 | $259K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -12.6% | 10,525 | $257K |
| Tiemann Investment Advisors, LLC | 0.10% | No change | 10,450 | $255K |
| Aull & Monroe Investment Management Corp | 0.13% | Add +17.1% | 10,405 | $254K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -37.2% | 10,231 | $250K |
| Alpha Omega Wealth Management LLC | 0.04% | Reduce -23.3% | 10,149 | $248K |
| Apeiron RIA LLC | 0.06% | Add +0.8% | 10,057 | $245K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -10.8% | 10,014 | $244K |
| RFG Advisory, LLC | 0.01% | Reduce -8.0% | 9,942 | $243K |
| Carnegie Investment Counsel | 0.00% | No change | 9,803 | $239K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -28.5% | 9,800 | $239K |
| FMR LLC | 0.00% | Add +19.2% | 9,729 | $237K |
| Roberts Wealth Advisors, LLC | 0.06% | Reduce -28.6% | 9,666 | $236K |
| Investment Planning Advisors, Inc. | 0.07% | Add +15.6% | 9,658 | $236K |
| LexAurum Advisors, LLC | 0.03% | New | 9,638 | $235K |
| HORAN Wealth, LLC | 0.04% | New | 9,553 | $233K |
| Generation Capital Management LLC | 0.17% | No change | 9,514 | $232K |
| American Institute for Advanced Investment Management, LLP | 0.15% | No change | 9,500 | $232K |
| Lynx Investment Advisory | 0.14% | Add +1.5% | 9,406 | $230K |
| Foster & Motley Inc. | 0.01% | Add +6.3% | 9,353 | $228K |
| Modera Wealth Management, LLC | 0.00% | New | 9,344 | $228K |
| WPG Advisers, LLC | 0.18% | Reduce -0.2% | 9,282 | $226K |
| WorthPointe, LLC | 0.08% | Reduce -5.8% | 9,252 | $226K |
| Great Valley Advisor Group, Inc. | 0.00% | New | 9,206 | $224K |
| Sentinel Pension Advisors, LLC | 0.04% | Add +0.5% | 9,105 | $222K |
| PFG Advisors | 0.01% | New | 9,085 | $222K |
| Blume Capital Management, Inc. | 0.04% | No change | 8,898 | $217K |
| Meridian Wealth Management, LLC | 0.01% | Add +0.3% | 8,758 | $214K |
| Accelerate Investment Advisors LLC | 0.14% | New | 8,588 | $210K |
| Strategic Advocates LLC | 0.05% | Reduce -4.1% | 8,550 | $209K |
| TPG Advisors LLC | 0.14% | Reduce -16.1% | 8,526 | $208K |
| Advisor OS, LLC | 0.02% | Add +1.3% | 8,516 | $208K |
| Weatherly Asset Management L. P. | 0.02% | No change | 8,500 | $207K |
| Bond & Devick Financial Network, Inc. | 0.06% | New | 8,453 | $206K |
| Nalls Sherbakoff Group, LLC | 0.14% | No change | 8,413 | $205K |
| RB Capital Management, LLC | 0.04% | New | 8,400 | $205K |
| Beverly Hills Private Wealth, LLC | 0.04% | New | 8,399 | $205K |
| Valley Forge Investment Consultants Inc. Adv | 0.06% | New | 8,386 | $205K |
| Pathstone Holdings, LLC | 0.00% | Add +0.9% | 8,385 | $205K |
| Resurgent Financial Advisors LLC | 0.10% | Reduce -39.8% | 8,340 | $203K |
| Traphagen Investment Advisors LLC | 0.02% | Reduce -1.1% | 8,262 | $202K |
| White Lighthouse Investment Management Inc. | 0.03% | Reduce -4.7% | 8,260 | $202K |
| Arete Wealth Advisors, LLC | 0.01% | New | 8,253 | $201K |
| Lebenthal Global Advisors, LLC | 0.04% | New | 8,206 | $200K |
| Anson Capital, Inc. | 0.15% | New | 8,200 | $200K |
| Atlantic Union Bankshares Corp | 0.00% | Add +25.3% | 7,897 | $193K |
| SRH Advisors, LLC | 0.05% | No change | 7,610 | $186K |
| CENTRAL TRUST Co | 0.00% | Reduce -1.3% | 7,245 | $177K |
| Morling Financial Advisors, LLC | 0.06% | Add +40.1% | 6,911 | $169K |
| Fifth Third Bancorp | 0.00% | Add +1148.7% | 6,743 | $165K |
| Contravisory Investment Management, Inc. | 0.03% | No change | 6,420 | $157K |
| Marshall & Sterling Wealth Advisors Inc. | 0.10% | Add +1.0% | 6,180 | $151K |
| Fourth Dimension Wealth, LLC | 0.05% | Reduce -7.4% | 5,403 | $132K |
| Cape Investment Advisory, Inc. | 0.13% | Reduce -20.7% | 5,367 | $131K |
| Grove Bank & Trust | 0.02% | Add +112.2% | 5,324 | $130K |
| TD Private Client Wealth LLC | 0.00% | Reduce -8.7% | 5,188 | $127K |
| Private Trust Co. NA | 0.01% | Reduce -7.9% | 5,165 | $126K |
| Larson Financial Group LLC | 0.00% | Reduce -1.3% | 5,153 | $126K |
| Valeo Financial Advisors, LLC | 0.00% | Add +33.5% | 17,256 | $123K |
| Capital Analysts, LLC | 0.00% | Add +4.6% | 4,899 | $120K |
| Eastern Bank | 0.00% | No change | 4,857 | $119K |
| Legacy Bridge, LLC | 0.05% | No change | 4,600 | $112K |
| AE Wealth Management LLC | 0.00% | Reduce -33.5% | 4,577 | $112K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +9.2% | 4,554 | $111K |
| High Note Wealth, LLC | 0.02% | Add +39.6% | 4,389 | $107K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 4,243 | $104K |
| Anchor Investment Management, LLC | 0.01% | No change | 3,980 | $97K |
| Comprehensive Financial Planning, Inc. | 0.05% | Add +40.7% | 3,282 | $80K |
| Bogart Wealth, LLC | 0.00% | Add +0.8% | 3,248 | $79K |
| Costello Asset Management, INC | 0.03% | Reduce -15.9% | 3,217 | $78K |
| AllSquare Wealth Management LLC | 0.04% | No change | 3,091 | $75K |
| Founders Financial Alliance, LLC | 0.01% | Add +20.6% | 2,904 | $71K |
| Stance Capital LLC | 0.02% | New | 2,754 | $67K |
| Painted Porch Advisors LLC | 0.03% | No change | 2,721 | $66K |
| Richards, Merrill & Peterson, Inc. | 0.03% | No change | 2,622 | $64K |
| Promus Capital, LLC | 0.04% | New | 2,572 | $63K |
| Perritt Capital Management Inc | 0.03% | Add +1.0% | 2,567 | $63K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +2.5% | 2,524 | $61K |
| Tradewinds Capital Management, LLC | 0.01% | Add +0.1% | 2,277 | $56K |
| Vermillion Wealth Management, Inc. | 0.02% | Reduce -55.4% | 2,257 | $55K |
| Future Financial Wealth Managment LLC | 0.03% | Add +0.7% | 2,143 | $52K |
| Bokf, NA | 0.00% | Reduce -57.9% | 2,100 | $51K |
| Blue Trust, Inc. | 0.00% | Reduce -2.4% | 2,097 | $51K |
| Bellevue Asset Management, LLC | 0.02% | Add +17.7% | 2,024 | $49K |
| Smithfield Trust Co | 0.00% | New | 2,000 | $49K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +10.5% | 1,968 | $48K |
| Raffa Wealth Management, LLC | 0.01% | No change | 1,936 | $47K |
| Front Row Advisors LLC | 0.01% | Reduce -10.7% | 1,676 | $41K |
| Measured Wealth Private Client Group, LLC | 0.01% | New | 1,676 | $41K |
| Sound Income Strategies, LLC | 0.00% | Add +18.3% | 1,397 | $34K |
| Grey Ledge Advisors, LLC | 0.01% | Add +3.4% | 1,382 | $34K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -6.5% | 1,326 | $32K |
| NBT Bank, N.A. | 0.00% | Reduce -98.3% | 24 | $32K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 1,247 | $30K |
| CoreCap Advisors, LLC | 0.00% | Reduce -1.7% | 1,182 | $29K |
| Kennebec Savings Bank | 0.02% | Add +0.5% | 1,110 | $27K |
| Smartleaf Asset Management LLC | 0.00% | Add +235.4% | 1,023 | $25K |
| Vision Financial Markets LLC | 0.02% | No change | 1,000 | $24K |
| Tower View Wealth Management LLC | 0.01% | Add +1.0% | 881 | $21K |
| Davis Capital Management | 0.01% | — | 857 | $21K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 844 | $21K |
| Caitlin John, LLC | 0.01% | New | 832 | $20K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 828 | $20K |
| United Community Bank | 0.01% | New | 818 | $20K |
| Delta Asset Management LLC | 0.00% | No change | 810 | $20K |
| Avion Wealth | 0.00% | No change | 780 | $19K |
| Bessemer Group Inc. | 0.00% | New | 782 | $19K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.2% | 760 | $19K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -99.4% | 714 | $17K |
| Fort Vancouver Investment Management, LLC | 0.01% | Add +15.2% | 668 | $16K |
| Franklin Resources Inc. | 0.00% | No change | 664 | $16K |
| Rise Advisors, LLC | 0.01% | Reduce -2.9% | 645 | $16K |
| Alpine Bank Wealth Management | 0.00% | No change | 636 | $16K |
| Westfuller Advisors, LLC | 0.01% | New | 632 | $15K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.0% | 631 | $15K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.9% | 626 | $15K |
| McIlrath & Eck, LLC | 0.00% | No change | 538 | $13K |
| Lanark Financial, Inc. | 0.00% | No change | 535 | $13K |
| WealthShield Partners, LLC | 0.00% | No change | 464 | $11K |
| Cordant, Inc. | 0.00% | Add +7.5% | 446 | $11K |
| Chapman Financial Group, LLC | 0.01% | No change | 436 | $11K |
| CIBC Private Wealth Group LLC | 0.00% | Add +8540.0% | 432 | $11K |
| Fortis Group Advisors, LLC | 0.00% | No change | 402 | $10K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 400 | $10K |
| Trust Co. of Vermont | 0.00% | New | 374 | $9K |
| Arcadia Investment Advisors LLC | 0.00% | No change | 356 | $9K |
| Decker Retirement Planning Inc. | 0.00% | New | 354 | $9K |
| Parkside Financial Bank & Trust | 0.00% | No change | 310 | $8K |
| Westside Investment Management, Inc. | 0.00% | No change | 302 | $7K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 300 | $7K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -99.2% | 280 | $7K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 280 | $7K |
| St Germain D J Co. Inc. | 0.00% | Reduce -72.6% | 259 | $6K |
| Root Financial Partners, LLC | 0.00% | New | 254 | $6K |
| Barrett & Company, Inc. | 0.00% | No change | 216 | $5K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | Reduce -17.1% | 214 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 212 | $5K |
| Parallel Advisors, LLC | 0.00% | No change | 204 | $5K |
| Mb, Levis & Associates, LLC | 0.00% | New | 193 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -99.1% | 186 | $5K |
| Asset Dedication, LLC | 0.00% | Add +0.6% | 170 | $4K |
| LGT Financial Advisors LLC | 0.01% | Reduce -68.3% | 156 | $4K |
| Quantum Capital Management, LLC / NJ | 0.00% | No change | 156 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 144 | $4K |
| Wolff Wiese Magana LLC | 0.00% | New | 119 | $3K |
| Montag A & Associates Inc. | 0.00% | No change | 118 | $3K |
| Salomon & Ludwin, LLC | 0.00% | No change | 76 | $2K |
| Game Plan Financial Advisors, LLC | 0.00% | Add +1.4% | 72 | $2K |
| Rossby Financial, LCC | 0.00% | New | 64 | $2K |
| Key Financial Inc | 0.00% | No change | 64 | $2K |
| Wagner Wealth Management, LLC | 0.00% | No change | 34 | $838 |
| Spire Wealth Management | 0.00% | New | 31 | $756 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 23 | $539 |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 14 | $342 |
| Signaturefd, LLC | 0.00% | New | 1 | $25 |
| Simplex Trading, LLC | 0.00% | Reduce -77.8% | 20 | $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.