Schwab U.S. Tips ETFSCHPETF
13F holders, Q1 2024 (March 31)643holders
2famous investors
$52.13avg. 13F price*
At the end of Q1 2024, 643 institutions reported holding Schwab U.S. Tips ETF (SCHP) in their 13F filings. The largest holders were Charles Schwab Investment Advisory, Inc. ($934.7M), Empower Advisory Group, LLC ($830.8M) and Quadratic Capital Management LLC ($640.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Schwab U.S. Tips ETF
- CUSIP
- 808524870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $32.8M |
| Exits | 67 | $81.2M |
Ownership 643 holders
| Charles Schwab Investment Advisory, Inc. | 1.28% | Add +2.3% | 17,919,530 | $934.7M |
| Empower Advisory Group, LLC | 3.11% | Add +29.7% | 15,928,758 | $830.8M |
| Quadratic Capital Management LLC | 96.57% | Reduce -14.9% | 12,277,579 | $640.4M |
| Sei Investments Co. | 0.41% | Add +1.4% | 5,321,158 | $277.6M |
| Voya Investment Management LLC | 0.30% | Reduce -4.5% | 5,030,882 | $262.4M |
| JPMorgan Chase & Co. | 0.02% | Reduce -5.5% | 4,744,178 | $247.5M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -29.1% | 4,131,218 | $215.5M |
| Alliancebernstein L.P. | 0.06% | Reduce -2.5% | 3,349,021 | $174.7M |
| Jasper Ridge Partners, L.P. | 5.46% | Add +31.5% | 3,330,923 | $173.7M |
| Cerity Partners LLC | 0.43% | Reduce -76.4% | 3,155,896 | $164.6M |
| Evoke Wealth, LLC | 4.12% | Add +28938.7% | 2,653,557 | $138.4M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +3.8% | 2,651,889 | $138.3M |
| Alesco Advisors, LLC, An ESL Co | 4.45% | Add +2.1% | 2,593,284 | $135.3M |
| Nepc LLC | 4.64% | Add +71.9% | 2,582,031 | $134.7M |
| CENTRAL TRUST Co | 3.35% | Add +11.6% | 2,580,233 | $134.6M |
| Perella Weinberg Partners Capital Management LP | 10.24% | Reduce -1.3% | 1,948,275 | $101.6M |
| UBS Group AG | 0.03% | Add +0.0% | 1,744,116 | $91.0M |
| Ameriprise Financial Inc. | 0.02% | Reduce -9.3% | 1,703,984 | $88.7M |
| Sensible Financial Planning & Management, LLC. | 16.72% | Add +4.9% | 1,449,463 | $75.6M |
| Morgan Stanley | 0.01% | Reduce -8.0% | 1,409,894 | $73.5M |
| Wealth Enhancement Advisory Services, LLC | 0.18% | Reduce -2.8% | 1,300,448 | $67.8M |
| Wealthfront Advisers LLC | 0.22% | Reduce -1.5% | 1,232,178 | $64.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -2.0% | 1,177,254 | $61.4M |
| Elm Partners Management LLC | 4.72% | Reduce -2.4% | 1,142,511 | $59.6M |
| US Bancorp \de | 0.07% | Reduce -14.9% | 1,028,325 | $53.6M |
| Prime Capital Investment Advisors, LLC | 0.69% | Add +21.9% | 952,786 | $49.7M |
| Litman Gregory Wealth Management LLC | 4.45% | Reduce -2.8% | 940,968 | $49.1M |
| Bank of America Corp. | 0.00% | Reduce 0.0% | 903,893 | $47.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -12.7% | 876,555 | $45.7M |
| Lutz Financial Services LLC | 3.77% | Add +0.4% | 828,563 | $43.2M |
| Fund Evaluation Group, LLC | 2.56% | Add +1.4% | 783,165 | $40.9M |
| Stephens Group Asset Management, LLC | 3.56% | Add +1.1% | 747,068 | $39.0M |
| Wells Fargo & Company | 0.01% | Reduce -2.9% | 742,130 | $38.7M |
| Temasek Holdings (Private) Ltd | 0.20% | No change | 705,000 | $36.8M |
| State Street Corp. | 0.00% | Reduce -39.4% | 680,172 | $35.5M |
| Wealthcare Advisory Partners LLC | 1.14% | Add +0.6% | 665,628 | $34.7M |
| LifeGuide Financial Advisors, LLC | 16.85% | Add +6.3% | 641,282 | $33.4M |
| Pure Financial Advisors, LLC | 1.03% | Add +6.8% | 633,330 | $33.0M |
| Full Sail Capital, LLC | 2.26% | Add +11.2% | 621,769 | $32.4M |
| Adventist Health System Sunbelt Healthcare Corp. | 1.82% | Add +227.3% | 597,701 | $31.2M |
| Korea Investment CORP | 0.08% | No change | 580,000 | $30.3M |
| Arax Advisory Partners | 3.18% | Add +4.7% | 578,691 | $30.2M |
| Financial Architects, LLC | 20.01% | Add +14.9% | 554,133 | $28.9M |
| Matrix Trust Co | 6.41% | Add +0.2% | 543,135 | $28.3M |
| Citigroup Inc. | 0.03% | Add +13.7% | 525,180 | $27.4M |
| Assetmark, Inc. | 0.08% | Add +8.3% | 488,530 | $25.5M |
| Advisory Alpha, LLC | 1.03% | Add +9.2% | 483,126 | $25.2M |
| Joseph Group Capital Management | 12.62% | Add +12.4% | 482,782 | $25.2M |
| Savant Capital, LLC | 0.29% | Reduce -4.7% | 477,591 | $24.9M |
| LPL Financial LLC | 0.01% | Reduce -11.3% | 475,497 | $24.8M |
| Sumitomo Life Insurance Co. | 0.62% | Add +45.0% | 457,800 | $23.7M |
| Creative Planning | 0.03% | Reduce -8.4% | 446,360 | $23.3M |
| Navalign, LLC | 7.43% | Add +16.6% | 429,825 | $22.4M |
| Willow Creek Wealth Management Inc. | 2.46% | Add +13.9% | 403,566 | $21.1M |
| Marshall Financial Group Inc. | 6.83% | Add +6.2% | 396,921 | $20.7M |
| Wooster Corthell Wealth Management, Inc. | 4.51% | Add +2.8% | 377,939 | $19.7M |
| Carolina Wealth Advisors, LLC | 10.64% | Add +6.9% | 376,032 | $19.6M |
| Kohmann Bosshard Financial Services, LLC | 2.51% | Add +56.4% | 346,259 | $18.1M |
| Cape Cod Five Cents Savings Bank | 1.73% | Add +5.3% | 343,806 | $17.9M |
| Altfest L J & Co. Inc. | 2.52% | Add +43.3% | 341,151 | $17.8M |
| 1832 Asset Management L.P. | 0.03% | No change | 339,044 | $17.7M |
| Foster & Motley Inc. | 1.20% | Add +13.1% | 335,228 | $17.5M |
| Avior Wealth Management, LLC | 0.81% | Add +7.1% | 334,688 | $17.5M |
| Financial Engines Advisors L.L.C. | 0.04% | Reduce -2.3% | 320,241 | $16.7M |
| Cetera Investment Advisers | 0.04% | Add +96.5% | 318,190 | $16.6M |
| Robinswood Financial LLC | 7.03% | Reduce -0.5% | 317,798 | $16.4M |
| Principal Financial Group Inc. | 0.01% | Add +10.8% | 306,215 | $16.0M |
| Almanack Investment Partners, LLC. | 2.68% | Add +416.9% | 301,336 | $15.7M |
| Asset Management Group, Inc. | 2.28% | Reduce -0.7% | 287,220 | $15.0M |
| Steward Partners Investment Advisory, LLC | 0.16% | Add +18.3% | 273,548 | $14.3M |
| Morningstar Investment Services LLC | 0.15% | Reduce -50.2% | 270,074 | $14.1M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +6.4% | 261,644 | $13.6M |
| Sage Financial Group Inc. | 1.17% | Add +0.3% | 249,256 | $13.0M |
| Fifth Third Bancorp | 0.05% | Reduce -10.4% | 239,525 | $12.5M |
| Peak Financial Management, Inc. | 3.88% | Add +1.7% | 234,881 | $12.3M |
| Marotta Asset Management | 2.53% | Add +4.1% | 234,770 | $12.2M |
| Walker Financial Services, Inc. | 9.84% | Add +8.8% | 229,660 | $12.0M |
| Proffitt & Goodson Inc. | 2.12% | Add +0.6% | 228,719 | $11.9M |
| Eagle Ridge Investment Management | 1.09% | Add +2.3% | 227,428 | $11.9M |
| Wealth Management Resources, Inc. | 3.31% | Add +2.0% | 226,548 | $11.8M |
| Pacific Capital Wealth Advisors, Inc. | 2.71% | Reduce -3.6% | 220,476 | $11.5M |
| Franklin Resources Inc. | 0.00% | Reduce -95.1% | 210,627 | $11.0M |
| Mercer Global Advisors Inc. | 0.03% | Add +2.1% | 205,108 | $10.7M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -2.4% | 200,596 | $10.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -12.0% | 200,552 | $10.5M |
| Truist Financial Corp. | 0.02% | Add +6.9% | 196,691 | $10.3M |
| McAdam, LLC | 0.62% | Add +5.1% | 184,672 | $9.6M |
| Modera Wealth Management, LLC | 0.15% | Add +5.6% | 184,553 | $9.6M |
| Wealthspire Advisors, LLC | 0.13% | Reduce -9.8% | 181,954 | $9.5M |
| HighTower Advisors, LLC | 0.02% | Reduce -24.0% | 179,459 | $9.4M |
| Annapolis Financial Services, LLC | 3.04% | Reduce -14.0% | 176,910 | $9.2M |
| West Family Investments, Inc. | 2.85% | No change | 169,365 | $9.2M |
| Wealthcare Capital Management LLC | 1.00% | Add +2.0% | 173,333 | $9.0M |
| ALM First Financial Advisors, LLC | 2.46% | No change | 170,000 | $8.9M |
| Altiora Financial Group, LLC | 2.37% | Reduce -0.1% | 167,065 | $8.7M |
| Signet Investment Advisory Group, Inc. | 4.75% | Add +0.9% | 166,628 | $8.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +4.5% | 163,436 | $8.5M |
| Summit Trail Advisors, LLC | 0.22% | Reduce -7.6% | 160,720 | $8.4M |
| Osaic Holdings, Inc. | 0.02% | Reduce -51.1% | 160,550 | $8.4M |
| Transamerica Financial Advisors, LLC | 0.85% | Add +995112.5% | 159,234 | $8.3M |
| Allen Capital Group, LLC | 1.20% | Add +9.4% | 157,962 | $8.2M |
| Resonant Capital Advisors, LLC | 0.69% | Add +6.5% | 155,134 | $8.1M |
| GenTrust, LLC | 0.50% | No change | 154,250 | $8.0M |
| Bfsg, LLC | 1.02% | Reduce -0.1% | 147,229 | $7.7M |
| IRON Financial LLC | 4.13% | Reduce -0.6% | 142,065 | $7.4M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -60.5% | 139,273 | $7.3M |
| Prairiewood Capital, LLC | 3.26% | Add +9.5% | 133,027 | $6.9M |
| Harbour Investments, Inc. | 0.24% | Reduce -14.1% | 131,132 | $6.8M |
| Exencial Wealth Advisors, LLC | 0.26% | Reduce -15.8% | 130,843 | $6.8M |
| Hart & Patterson Financial Group LLC | 3.38% | Add +1.6% | 130,713 | $6.8M |
| FC Advisory LLC | 2.51% | Add +4.3% | 130,681 | $6.8M |
| Rebalance, LLC | 0.56% | Add +2.6% | 130,021 | $6.8M |
| MML Investors Services, LLC | 0.03% | Add +2.9% | 122,304 | $6.4M |
| Avantax Advisory Services, Inc. | 0.06% | Add +54.0% | 122,129 | $6.4M |
| Valmark Advisers, Inc. | 0.11% | Reduce -0.0% | 121,797 | $6.4M |
| Kestra Advisory Services, LLC | 0.04% | Add +176.8% | 120,774 | $6.3M |
| Madison Asset Management, LLC | 0.08% | New | 119,809 | $6.2M |
| CreativeOne Wealth, LLC | 0.25% | Add +1.5% | 119,475 | $6.2M |
| Theory Financial LLC | 3.15% | Reduce -4.0% | 118,586 | $6.2M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +24.6% | 118,275 | $6.2M |
| Brightwater Advisory LLC | 4.93% | Add +8.2% | 117,738 | $6.1M |
| Austin Private Wealth, LLC | 0.71% | Reduce -6.6% | 118,669 | $6.1M |
| HCR Wealth Advisors | 0.92% | Reduce -1.4% | 116,453 | $6.1M |
| Fi3 FINANCIAL ADVISORS, LLC | 2.79% | Add +12.7% | 117,579 | $6.1M |
| Fortis Capital Management LLC | 1.57% | Add +6.2% | 114,851 | $6.0M |
| Arden Trust Co | 0.83% | Add +2.8% | 114,546 | $6.0M |
| Merriman Wealth Management, LLC | 0.26% | Reduce -0.1% | 112,338 | $5.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.13% | Add +1.2% | 112,009 | $5.8M |
| Waverly Advisors, LLC | 0.13% | New | 106,107 | $5.5M |
| Goodwin Investment Advisory | 2.52% | Add +2.6% | 102,426 | $5.3M |
| Compound Planning, Inc. | 0.49% | Add +1049.9% | 101,724 | $5.3M |
| Fagan Associates, Inc. | 0.97% | Reduce -5.2% | 99,518 | $5.2M |
| MBE Wealth Management, LLC | 3.17% | Add +1019.2% | 98,523 | $5.1M |
| Tortoise Investment Management, LLC | 0.62% | Add +5.2% | 98,164 | $5.1M |
| SVB Wealth LLC | 0.11% | Reduce -16.3% | 97,247 | $5.1M |
| Curbstone Financial Management Corp | 1.09% | Reduce -2.1% | 97,050 | $5.1M |
| Christensen, King & Associates Investment Services, Inc. | 2.42% | Reduce -4.0% | 92,979 | $4.8M |
| FDx Advisors, Inc. | 0.73% | Reduce -6.1% | 91,646 | $4.8M |
| FMR LLC | 0.00% | Reduce -5.4% | 91,071 | $4.8M |
| Virtue Capital Management, LLC | 0.84% | New | 91,003 | $4.7M |
| High Note Wealth, LLC | 1.50% | Reduce -2.1% | 88,478 | $4.6M |
| Trajan Wealth LLC | 0.31% | — | 88,076 | $4.6M |
| Performance Wealth Partners, LLC | 0.19% | Reduce -17.2% | 87,654 | $4.6M |
| Comerica Bank | 0.02% | Add +1.5% | 86,283 | $4.5M |
| Private Advisor Group, LLC | 0.03% | Reduce -11.3% | 85,078 | $4.4M |
| Cambria Investment Management, L.P. | 0.26% | Reduce -3.6% | 83,437 | $4.3M |
| LifePlan Investment Advisors, Inc. | 3.45% | Add +5.3% | 83,035 | $4.3M |
| Stratos Wealth Advisors, LLC | 0.25% | Add +10.9% | 81,709 | $4.3M |
| RE Dickinson Investment Advisors, LLC | 2.66% | Reduce -56.2% | 81,468 | $4.2M |
| Aviance Capital Partners, LLC | 0.62% | Add +0.4% | 80,218 | $4.2M |
| Kure Advisory, LLC | 3.57% | Add +4.2% | 80,099 | $4.2M |
| VCI Wealth Management LLC | 2.82% | Reduce -11.3% | 79,898 | $4.2M |
| Hoxton Planning & Management, LLC | 1.99% | Add +6.3% | 79,642 | $4.2M |
| AlphaStar Capital Management, LLC | 0.41% | Reduce -23.5% | 76,669 | $4.0M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +90.6% | 76,127 | $4.0M |
| WASHINGTON TRUST Co | 0.15% | Reduce -19.7% | 75,878 | $4.0M |
| Avantax Planning Partners, Inc. | 0.12% | Add +89.9% | 73,556 | $3.8M |
| MPS Loria Financial Planners, LLC | 1.26% | New | 71,721 | $3.7M |
| BCGM Wealth Management, LLC | 1.32% | Add +69.3% | 70,569 | $3.7M |
| JTC Employer Solutions Trustee Ltd | 0.23% | No change | 70,982 | $3.7M |
| OneAscent Financial Services LLC | 0.41% | Add +17.0% | 70,423 | $3.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -18.9% | 70,075 | $3.7M |
| OLIO Financial Planning | 1.53% | No change | 69,705 | $3.6M |
| Verde Capital Management | 1.23% | Reduce -4.1% | 68,840 | $3.6M |
| Allspring Global Investments Holdings, LLC | 0.01% | No change | 67,486 | $3.5M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +24.8% | 67,286 | $3.5M |
| Vise Technologies, Inc. | 0.68% | Add +0.9% | 66,501 | $3.5M |
| Upper Left Wealth Management, LLC | 3.21% | Reduce -3.6% | 66,397 | $3.5M |
| Ellenbecker Investment Group | 0.73% | Add +8.4% | 66,240 | $3.5M |
| Alpha Omega Wealth Management LLC | 0.64% | Add +1.9% | 66,162 | $3.5M |
| Raymond James & Associates | 0.00% | Reduce -78.3% | 64,999 | $3.4M |
| McLean Asset Management Corp | 1.15% | Add +17.4% | 64,997 | $3.4M |
| Trustmark Bank Trust Department | 0.27% | Reduce -0.3% | 63,000 | $3.3M |
| Moser Wealth Advisors, LLC | 1.82% | Reduce -5.7% | 62,658 | $3.3M |
| Washington Trust Advisors, Inc. | 0.29% | Reduce -3.8% | 61,678 | $3.2M |
| Horizon Financial Services, LLC | 2.02% | Reduce -3.0% | 60,430 | $3.2M |
| Ellevest, Inc. | 0.19% | Add +12.7% | 60,117 | $3.1M |
| Strategic Blueprint, LLC | 0.22% | Add +70.7% | 59,840 | $3.1M |
| Red Tortoise LLC | 1.74% | No change | 59,681 | $3.1M |
| Arvest Investments, Inc. | 0.49% | Reduce -31.0% | 59,673 | $3.1M |
| J.W. Cole Advisors, Inc. | 0.16% | Add +1.1% | 59,212 | $3.1M |
| Perigon Wealth Management, LLC | 0.09% | Add +11.4% | 58,661 | $3.1M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Add +611.6% | 59,845 | $3.0M |
| Stifel Financial Corp. | 0.00% | Reduce -19.3% | 57,497 | $3.0M |
| American Trust Investment Advisors, LLC | 1.41% | Add +0.4% | 56,895 | $3.0M |
| Alps Advisors Inc. | 0.02% | Reduce -0.5% | 56,285 | $2.9M |
| GeoWealth Management, LLC | 0.11% | Reduce -70.8% | 55,641 | $2.9M |
| Royal Bank of Canada | 0.00% | Reduce -24.2% | 54,888 | $2.9M |
| McNaughton Wealth Management, LLC | 1.57% | Add +5.8% | 54,327 | $2.8M |
| Mariner, LLC | 0.01% | Reduce -3.6% | 53,720 | $2.8M |
| Skyline Advisors, Inc. | 1.24% | Add +2.6% | 53,241 | $2.8M |
| Galvin, Gaustad & Stein, LLC | 0.26% | Reduce -0.6% | 53,099 | $2.8M |
| Macquarie Group Ltd. | 0.00% | Add +45.2% | 52,075 | $2.7M |
| C M Bidwell & Associates Ltd. | 1.84% | Reduce -20.6% | 51,904 | $2.7M |
| Wealthspire Retirement, LLC | 0.23% | Reduce -14.1% | 51,588 | $2.7M |
| JMG Financial Group, Ltd. | 0.10% | Add +6.5% | 51,529 | $2.7M |
| Ausdal Financial Partners, Inc. | 0.31% | Reduce -4.8% | 51,063 | $2.7M |
| Atria Investments, Inc | 0.04% | Reduce -6.7% | 50,995 | $2.7M |
| Grey Fox Wealth Advisors, LLC | 0.99% | Add +1.4% | 50,576 | $2.6M |
| AE Wealth Management LLC | 0.03% | Reduce -79.9% | 50,345 | $2.6M |
| IHT Wealth Management, LLC | 0.10% | Add +4.8% | 46,884 | $2.4M |
| Joseph P. Lucia & Associates, LLC | 1.30% | Reduce -10.0% | 46,402 | $2.4M |
| CW Advisors, LLC | 0.04% | Reduce -1.2% | 46,219 | $2.4M |
| TrinityPoint Wealth, LLC | 0.40% | Reduce -0.7% | 45,874 | $2.4M |
| NorthCoast Asset Management LLC | 0.03% | Add +3.8% | 45,465 | $2.4M |
| Arcataur Capital Management LLC | 0.85% | Reduce -0.1% | 45,423 | $2.4M |
| Moody National Bank Trust Division | 0.19% | Reduce -51.6% | 45,191 | $2.4M |
| Cambridge Associates LLC /Ma/ | 0.13% | Reduce -51.6% | 45,191 | $2.4M |
| Frontier Asset Management, LLC | 0.86% | Add +25.7% | 45,020 | $2.3M |
| Arkansas Financial Group, Inc. | 0.41% | Reduce -0.1% | 44,222 | $2.3M |
| Seed Wealth Management, Inc. | 2.20% | Reduce -2.2% | 44,545 | $2.3M |
| Catalyst Private Wealth, LLC | 1.20% | Reduce -11.9% | 44,105 | $2.3M |
| American Financial Advisors, LLC | 0.32% | Reduce -12.7% | 43,871 | $2.3M |
| Lodestar Private Asset Management LLC | 0.32% | Add +1.0% | 43,547 | $2.3M |
| ONE Advisory Partners, LLC | 1.10% | Add +5.3% | 42,736 | $2.2M |
| Empowered Funds, LLC | 0.04% | New | 42,799 | $2.2M |
| Physician Wealth Solutions Inc. | 1.74% | Add +2.5% | 39,721 | $2.1M |
| Financial Freedom, LLC | 1.23% | Reduce -0.6% | 39,711 | $2.1M |
| Passive Capital Management, LLC. | 0.81% | Add +4.1% | 39,664 | $2.1M |
| Formidable Asset Management, LLC | 0.34% | Reduce -7.5% | 39,571 | $2.1M |
| Wbi Investments, LLC | 0.43% | Add +70.2% | 39,298 | $2.0M |
| TrueWealth Advisors, LLC | 0.79% | Reduce -4.7% | 39,069 | $2.0M |
| Soltis Investment Advisors LLC | 0.23% | Add +6.2% | 38,853 | $2.0M |
| White Lighthouse Investment Management Inc. | 0.41% | Add +31.7% | 38,838 | $2.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +22.1% | 38,201 | $2.0M |
| Visionary Wealth Advisors | 0.13% | Reduce -34.0% | 37,971 | $2.0M |
| Summit Financial Strategies, Inc. | 0.28% | Add +5.4% | 37,842 | $2.0M |
| Fulton Breakefield Broenniman LLC | 0.15% | Reduce -10.8% | 37,820 | $2.0M |
| Vestmark Advisory Solutions, Inc. | 0.08% | Add +23.4% | 37,766 | $2.0M |
| Focus Financial Network, Inc. | 0.10% | — | 38,432 | $2.0M |
| Charles Schwab Trust Co | 0.18% | Add +51.1% | 37,431 | $2.0M |
| Bridge Advisory, LLC | 0.96% | Add +100.2% | 37,253 | $1.9M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Reduce -0.2% | 37,199 | $1.9M |
| Principal Securities, Inc. | 0.06% | Reduce -6.3% | 36,967 | $1.9M |
| Kades & Cheifetz LLC | 1.23% | Reduce -0.5% | 36,961 | $1.9M |
| Eagle Bay Advisors LLC | 1.19% | Add +10.6% | 36,327 | $1.9M |
| Corrado Advisors, LLC | 1.24% | Reduce -5.2% | 36,289 | $1.9M |
| Blue Fin Capital, Inc. | 0.42% | Reduce -7.5% | 35,928 | $1.9M |
| 1620 Investment Advisors, Inc. | 1.88% | New | 35,825 | $1.9M |
| Fifth Third Securities, Inc. | 0.18% | Reduce -47.2% | 35,532 | $1.9M |
| Revisor Wealth Management LLC | 0.84% | Add +226.1% | 35,510 | $1.9M |
| Creative Financial Designs Inc. | 0.18% | Reduce -36.4% | 35,492 | $1.9M |
| Hayek Kallen Investment Management | 0.70% | Reduce -10.5% | 34,937 | $1.8M |
| Cahill Financial Advisors Inc. | 0.25% | Reduce -4.1% | 34,671 | $1.8M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -0.1% | 34,391 | $1.8M |
| LVW Advisors, LLC | 0.30% | Reduce -8.0% | 33,891 | $1.8M |
| Meritage Portfolio Management | 0.11% | Reduce -19.5% | 33,623 | $1.8M |
| Choreo, LLC | 0.04% | Reduce -17.0% | 33,428 | $1.7M |
| Mutual Advisors, LLC | 0.06% | Add +4.2% | 33,213 | $1.7M |
| Abbrea Capital, LLC | 0.22% | Add +2.5% | 32,411 | $1.7M |
| Lederer & Associates Investment Counsel | 1.17% | Reduce -1.3% | 32,313 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Reduce -24.6% | 31,744 | $1.7M |
| Aletheian Wealth Advisors LLC | 0.88% | Add +8.2% | 31,179 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -0.9% | 31,168 | $1.6M |
| WealthCollab, LLC | 1.20% | Add +31.2% | 31,113 | $1.6M |
| Hengehold Capital Management LLC | 0.17% | Add +3.3% | 30,831 | $1.6M |
| LongView Wealth Management | 0.64% | Reduce -25.0% | 30,739 | $1.6M |
| Citizens National Bank Trust Department | 0.37% | Reduce -26.3% | 30,640 | $1.6M |
| Maltin Wealth Management, Inc. | 0.88% | Add +35.4% | 30,123 | $1.6M |
| SeaCrest Wealth Management, LLC | 0.19% | Reduce -11.1% | 29,748 | $1.6M |
| Anchor Investment Management, LLC | 0.16% | Reduce -15.9% | 29,695 | $1.5M |
| IFP Advisors, Inc | 0.07% | Reduce -0.9% | 29,015 | $1.5M |
| DMC Group, LLC | 1.30% | Reduce -4.0% | 28,901 | $1.5M |
| Breakwater Investment Management | 0.69% | — | 28,886 | $1.5M |
| Mengis Capital Management, Inc. | 0.23% | Reduce -0.5% | 28,170 | $1.5M |
| First National Corp. /Ma/ | 0.36% | Reduce -1.4% | 28,092 | $1.5M |
| Csenge Advisory Group | 0.08% | Add +13.9% | 28,036 | $1.5M |
| Algorithmic Investment Models, LLC | 1.07% | Reduce -0.8% | 27,884 | $1.5M |
| Van Strum & Towne Inc. | 0.52% | Reduce -5.5% | 27,324 | $1.4M |
| Nottingham Advisors, Inc. | 0.17% | Reduce -88.9% | 33,305 | $1.4M |
| SRH Advisors, LLC | 0.43% | Reduce -0.8% | 25,964 | $1.4M |
| Friedenthal Financial | 0.83% | Add +0.3% | 25,814 | $1.3M |
| Hutchinson Capital Management | 0.26% | No change | 24,889 | $1.3M |
| AdvisorNet Financial, Inc | 0.12% | Reduce -40.8% | 23,987 | $1.3M |
| IFG Advisory, LLC | 0.09% | Reduce -21.3% | 23,841 | $1.2M |
| Gilbert & Cook, Inc. | 0.17% | Reduce -21.1% | 23,841 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -31.7% | 23,829 | $1.2M |
| WT Wealth Management | 0.43% | Add +203.4% | 22,986 | $1.2M |
| Retirement Group, LLC | 0.43% | Reduce -27.4% | 22,772 | $1.2M |
| Bigelow Investment Advisors, LLC | 0.57% | Reduce -4.4% | 22,220 | $1.2M |
| Websterrogers Financial Advisors, LLC | 0.41% | Add +7.7% | 22,201 | $1.2M |
| Lincoln National Corp. | 0.02% | Add +23.1% | 21,940 | $1.1M |
| RHS Financial, LLC | 0.66% | Add +20.9% | 21,786 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +5.5% | 21,489 | $1.1M |
| Plum Street Advisors, LLC | 0.57% | Reduce -44.9% | 20,859 | $1.1M |
| Patriot Investment Management Group, Inc. | 0.09% | Reduce -4.1% | 21,391 | $1.1M |
| Leeward Financial Partners, LLC | 0.47% | No change | 21,330 | $1.1M |
| Security Financial Services, INC. | 0.25% | Add +3.2% | 20,901 | $1.1M |
| Circle Wealth Management, LLC | 0.03% | No change | 20,744 | $1.1M |
| Pine Haven Investment Counsel, Inc | 0.95% | Add +1.6% | 20,660 | $1.1M |
| LCNB Corp. | 0.37% | No change | 19,681 | $1.0M |
| Columbus Macro, LLC | 0.38% | Reduce -3.7% | 19,369 | $1.0M |
| Strategic Financial Planning, Inc. | 0.75% | Reduce -13.7% | 19,253 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -73.1% | 19,181 | $1.0M |
| Ethos Financial Group, LLC | 0.19% | Reduce -66.2% | 19,168 | $1.0M |
| Betterment LLC | 0.00% | Add +1.1% | 19,042 | $993K |
| Walkner Condon Financial Advisors LLC | 0.21% | Reduce -9.9% | 18,603 | $970K |
| First Merchants Corp. | 0.07% | Reduce -0.3% | 18,516 | $966K |
| Sigma Planning Corp | 0.03% | Add +153.8% | 18,488 | $964K |
| Buckingham Strategic Wealth, LLC | 0.01% | Add +7.4% | 18,417 | $961K |
| Cambridge Capital Management, LLC | 0.75% | Add +29.0% | 18,379 | $959K |
| Myecfo, LLC | 0.56% | Reduce -4.3% | 18,211 | $950K |
| Benchmark Wealth Management, LLC | 0.52% | Reduce -32.1% | 18,200 | $949K |
| Veracity Capital LLC | 0.36% | Add +3.8% | 18,014 | $940K |
| Sowell Financial Services LLC | 0.04% | Reduce -18.0% | 17,895 | $933K |
| Fairview Capital Investment Management, LLC | 0.05% | Add +13.1% | 17,430 | $909K |
| SigFig Wealth Management, LLC | 0.03% | Add +8.9% | 21,366 | $899K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +2.7% | 17,017 | $888K |
| Summit Financial, LLC | 0.05% | Reduce -10.1% | 16,956 | $884K |
| Bank of Montreal | 0.00% | Add +117.3% | 16,801 | $877K |
| Phillips Financial Management, LLC | 0.07% | Add +21.4% | 16,494 | $860K |
| Ahl Investment Management, Inc. | 0.64% | Reduce -0.6% | 16,106 | $840K |
| Koshinski Asset Management, Inc. | 0.09% | Reduce -11.7% | 16,023 | $836K |
| SignalPoint Asset Management, LLC | 0.23% | Reduce -4.5% | 15,719 | $820K |
| Intergy Private Wealth, LLC | 0.34% | Reduce -35.4% | 15,711 | $819K |
| OMNI 360 Wealth, Inc. | 0.67% | Add +1.4% | 15,568 | $812K |
| Arkadios Wealth Advisors | 0.06% | Add +12.2% | 15,505 | $809K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +6.5% | 15,357 | $801K |
| Horizons Wealth Management | 0.51% | No change | 15,003 | $783K |
| Pinnacle Bancorp, Inc. | 0.23% | Reduce -8.8% | 14,938 | $779K |
| Braun-Bostich & Associates Inc. | 0.65% | Add +67.2% | 14,916 | $778K |
| Credit Suisse AG/ | 0.00% | Add +51.2% | 14,558 | $759K |
| Associated Banc-Corp | 0.02% | Reduce -12.3% | 14,221 | $742K |
| Journey Advisory Group, LLC | 0.09% | No change | 14,195 | $740K |
| Savvy Advisors, Inc. | 0.43% | Reduce -17.3% | 14,157 | $738K |
| WealthPLAN Partners, LLC | 0.08% | Reduce -0.2% | 13,979 | $729K |
| Mount Lucas Management LP | 0.24% | Add +34.7% | 13,959 | $728K |
| Cedar Brook Financial Partners, LLC | 0.14% | Add +17.2% | 13,847 | $722K |
| Laraway Financial Advisors Inc | 0.63% | Reduce -2.1% | 13,597 | $709K |
| Clear Investment Research, LLC | 0.94% | Add +4.2% | 13,371 | $697K |
| Panoramic Investment Advisors, LLC | 0.51% | Reduce -13.4% | 13,335 | $696K |
| Blair William & Co. | 0.00% | Add +68.6% | 13,253 | $691K |
| Walter & Keenan Wealth Management LLC /in/ | 0.22% | Reduce -6.1% | 13,067 | $682K |
| Cambridge Advisors Inc. | 0.16% | No change | 13,055 | $681K |
| Archvest Wealth Advisors, Inc. | 0.48% | No change | 13,075 | $677K |
| Stonebrook Private Inc. | 0.20% | Reduce -21.2% | 12,924 | $674K |
| Heritage Wealth Advisors | 0.03% | No change | 12,900 | $673K |
| Commerce Bank | 0.00% | Reduce -10.9% | 12,840 | $670K |
| Advisory Services Network, LLC | 0.01% | Add +5.7% | 12,828 | $669K |
| Apollon Wealth Management, LLC | 0.02% | Add +23.6% | 12,758 | $665K |
| Walker Asset Management, LLC | 0.43% | No change | 12,462 | $650K |
| Prudential Financial Inc. | 0.00% | Add +3.4% | 12,348 | $644K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -29.8% | 12,236 | $638K |
| Equitable Holdings, Inc. | 0.01% | Add +22.4% | 12,231 | $638K |
| Bakala Capital LLC | 5.36% | Add +114.9% | 11,953 | $623K |
| Client 1ST Advisory Group, LLC | 0.28% | Reduce -18.4% | 11,942 | $623K |
| Jackson Creek Investment Advisors LLC | 0.22% | Add +3.0% | 11,846 | $618K |
| Cary Street Partners Asset Management LLC | 0.10% | New | 11,816 | $616K |
| Pinkerton Wealth, LLC | 0.10% | Add +8.4% | 11,798 | $615K |
| Tilia Fiduciary Partners, Inc. | 0.49% | Reduce -40.4% | 11,660 | $608K |
| Captrust Financial Advisors | 0.00% | Reduce -35.6% | 11,532 | $602K |
| Advisory Services & Investments, LLC | 0.41% | Reduce -55.0% | 11,376 | $593K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -19.7% | 11,341 | $592K |
| Oder Investment Management, LLC | 0.55% | No change | 11,324 | $591K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +0.2% | 11,274 | $588K |
| Claro Advisors Inc. | 0.10% | New | 11,251 | $587K |
| Gradient Capital Advisors, LLC | 0.21% | Reduce -1.7% | 11,207 | $585K |
| Global Retirement Partners, LLC | 0.02% | Reduce -84.8% | 11,123 | $580K |
| Rinkey Investments | 0.21% | Add +18.3% | 11,027 | $575K |
| Fruth Investment Management | 0.15% | No change | 10,850 | $565K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -11.6% | 10,781 | $562K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -11.6% | 10,781 | $558K |
| Shearwater Capital LLC | 0.41% | No change | 10,648 | $555K |
| Venture Visionary Partners LLC | 0.03% | Reduce -92.7% | 10,638 | $555K |
| Summit Global Investments | 0.04% | Add +31.6% | 10,577 | $552K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Add +0.1% | 10,579 | $552K |
| Aspen Grove Capital, LLC | 0.15% | New | 10,001 | $522K |
| EverSource Wealth Advisors, LLC | 0.04% | Add +81.5% | 9,898 | $507K |
| Silver Oak Securities, Incorporated | 0.08% | Reduce -72.7% | 9,714 | $507K |
| Latitude Advisors, LLC | 0.31% | Add +12.9% | 9,656 | $504K |
| Tran Capital Management, L.P. | 0.06% | Reduce -63.0% | 9,580 | $500K |
| Cypress Wealth Services, LLC | 0.12% | Add +9.4% | 9,579 | $500K |
| Kingdom Financial Group LLC. | 0.35% | New | 9,511 | $496K |
| Ameritas Advisory Services, LLC | 0.02% | Add +25.1% | 9,556 | $496K |
| Hardy Reed LLC | 0.06% | Add +34.7% | 9,356 | $488K |
| Portfolio Strategies, Inc. | 0.03% | New | 9,356 | $488K |
| First Hawaiian Bank | 0.02% | No change | 9,340 | $487K |
| Yoder Wealth Management, Inc. | 0.31% | No change | 9,200 | $480K |
| Cubic Asset Management, LLC | 0.11% | Reduce -0.4% | 8,995 | $469K |
| Simplicity Wealth,LLC | 0.01% | New | 8,876 | $463K |
| Mattern Wealth Management LLC | 0.11% | Reduce -41.2% | 8,704 | $454K |
| Cobblestone Asset Management LLC | 0.30% | Add +8.0% | 8,609 | $449K |
| Citadel Advisors | 0.00% | Add +8672.2% | 8,509 | $444K |
| Petix & Botte Co | 0.11% | New | 8,362 | $436K |
| Topel & Distasi Wealth Management, LLC | 0.19% | Add +103.0% | 8,233 | $429K |
| Sheets Smith Wealth Management | 0.05% | Reduce -12.2% | 8,185 | $427K |
| Avaii Wealth Management, LLC | 0.25% | Reduce -2.5% | 8,116 | $423K |
| Destiny Wealth Partners, LLC | 0.08% | No change | 8,095 | $422K |
| Zhang Financial LLC | 0.03% | New | 7,950 | $415K |
| Main Street Financial Solutions, LLC | 0.04% | Add +8.4% | 7,906 | $412K |
| Berger Financial Group, Inc | 0.03% | Add +76.2% | 7,904 | $412K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -19.6% | 7,929 | $410K |
| Brighton Jones LLC | 0.01% | Reduce -1.3% | 7,690 | $401K |
| Strategic Financial Concepts, LLC | 0.10% | New | 7,634 | $398K |
| Continuum Advisory, LLC | 0.06% | Reduce -11.3% | 7,702 | $398K |
| Townsquare Capital LLC | 0.01% | New | 7,580 | $395K |
| KMG Fiduciary Partners, LLC | 0.04% | No change | 7,535 | $393K |
| Mason Investment Advisory Services, Inc. | 0.03% | No change | 7,494 | $391K |
| CWS Financial Advisors, LLC | 0.16% | Reduce -43.0% | 7,468 | $390K |
| Vantage Financial Partners, LLC | 0.10% | Reduce -1.5% | 7,402 | $386K |
| Denver PWM, LLC | 0.15% | Reduce -0.7% | 7,431 | $385K |
| Barrett & Company, Inc. | 0.18% | No change | 7,351 | $383K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -71.7% | 7,316 | $382K |
| HB Wealth Management, LLC | 0.00% | Add +83.0% | 7,240 | $378K |
| Integrated Advisors Network LLC | 0.02% | Reduce -0.5% | 7,196 | $375K |
| Moneco Advisors, LLC | 0.06% | Reduce -3.5% | 7,103 | $370K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +349100.0% | 6,984 | $364K |
| Prism Advisors, Inc. | 0.11% | Add +6.8% | 6,904 | $360K |
| Merit Financial Group, LLC | 0.01% | New | 6,871 | $354K |
| Mid-American Wealth Advisory Group, Inc. | 0.23% | Reduce -27.9% | 6,632 | $346K |
| Duff & Phelps Investment Management Co. | 0.00% | No change | 6,600 | $344K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -96.9% | 6,600 | $344K |
| Old National Bancorp | 0.01% | No change | 6,596 | $344K |
| CoreCap Advisors, LLC | 0.02% | Add +58.2% | 6,545 | $341K |
| PFG Investments, LLC | 0.02% | New | 6,490 | $339K |
| TD Private Client Wealth LLC | 0.01% | Add +1.8% | 6,465 | $337K |
| Flagship Harbor Advisors, LLC | 0.02% | No change | 6,442 | $336K |
| Aprio Wealth Management, LLC | 0.06% | Reduce -0.2% | 6,300 | $329K |
| Independent Advisor Alliance | 0.01% | Reduce -5.3% | 6,155 | $321K |
| Pinnacle Wealth Management Group, Inc. | 0.23% | No change | 6,000 | $313K |
| Addison Capital Co | 0.15% | Reduce -0.0% | 5,945 | $310K |
| Prospera Financial Services Inc | 0.01% | No change | 5,921 | $309K |
| Red Wave Investments LLC | 0.12% | Reduce -4.6% | 5,919 | $309K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 5,825 | $304K |
| Connectus Wealth, LLC | 0.01% | No change | 5,795 | $302K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -19.9% | 5,679 | $296K |
| Octavia Wealth Advisors, LLC | 0.04% | Reduce -47.5% | 5,623 | $293K |
| Coastwise Capital Group, LLC | 0.27% | No change | 5,567 | $290K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -49.7% | 5,567 | $290K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.4% | 5,560 | $290K |
| Petra Financial Advisors Inc. | 0.21% | No change | 5,530 | $289K |
| Invesco Ltd. | 0.00% | Reduce -24.4% | 5,518 | $288K |
| Private Client Services, LLC | 0.19% | Add +25.4% | 5,514 | $288K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -53.1% | 5,514 | $288K |
| Cornerstone Advisors Asset Management, LLC | 0.10% | Reduce -22.0% | 5,497 | $287K |
| GYL Financial Synergies, LLC | 0.02% | Add +2.9% | 5,492 | $286K |
| Asset Allocation Strategies LLC | 0.10% | New | 5,431 | $283K |
| Greenfield Seitz Capital Management, LLC | 0.10% | Reduce -18.1% | 5,402 | $282K |
| Econ Financial Services Corp | 0.17% | New | 5,393 | $281K |
| Headlands Technologies LLC | 0.07% | Add +258.7% | 5,355 | $279K |
| Gray Wealth Management Inc. | 0.12% | Reduce -4.3% | 5,332 | $278K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -17.9% | 5,263 | $275K |
| Wealth Group, Ltd. | 0.21% | — | 5,250 | $274K |
| InterOcean Capital Group, LLC | 0.01% | Reduce -20.3% | 5,207 | $272K |
| Imprint Wealth LLC | 0.07% | New | 5,240 | $271K |
| Sound Stewardship, LLC | 0.16% | Reduce -8.3% | 5,135 | $268K |
| Traveka Wealth, LLC | 0.12% | New | 5,118 | $267K |
| Jackson Hole Capital Partners, LLC | 0.06% | No change | 5,091 | $266K |
| FWG Investments, LLC. | 0.29% | New | 5,061 | $264K |
| Vista Capital Partners, Inc. | 0.03% | Reduce -1.8% | 5,008 | $261K |
| Buska Wealth Management, LLC | 0.11% | — | 5,003 | $261K |
| VPR Management LLC | 0.07% | No change | 5,000 | $261K |
| Parkside Financial Bank & Trust | 0.04% | No change | 5,000 | $261K |
| Liberty Capital Management, Inc. | 0.06% | No change | 4,992 | $260K |
| Guardian Financial Partners, LLC | 0.18% | Add +25.7% | 4,914 | $256K |
| Covestor Ltd | 0.16% | Add +20.7% | 4,901 | $256K |
| Allworth Financial LP | 0.00% | Add +112.9% | 4,859 | $253K |
| Gratus Capital, LLC | 0.01% | Add +5.3% | 4,802 | $250K |
| Burns Matteson Capital Management, LLC | 0.16% | Reduce -14.4% | 4,789 | $250K |
| Alhambra Investment Management LLC | 0.13% | Reduce -3.6% | 4,714 | $246K |
| Keybank National Association | 0.00% | Reduce -6.9% | 4,705 | $245K |
| Strategic Financial Services, Inc. | 0.02% | Reduce -14.6% | 4,668 | $243K |
| Headinvest, LLC | 0.05% | No change | 4,640 | $242K |
| Concentric Wealth Management, LLC | 0.06% | Reduce -3.2% | 4,600 | $240K |
| Resona Asset Management Co.,Ltd. | 0.00% | — | 4,600 | $240K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -73.5% | 4,571 | $238K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +7.1% | 4,534 | $237K |
| Iron Horse Wealth Management, LLC | 0.09% | Reduce -39.2% | 4,512 | $235K |
| UMB Bank, n.a. | 0.00% | Add +6.7% | 4,489 | $234K |
| SageView Advisory Group, LLC | 0.01% | New | 2,981 | $233K |
| Valtinson Bruner Financial Planning LLC | 0.10% | Add +8.1% | 4,316 | $225K |
| Mayport, LLC | 0.09% | Reduce -0.3% | 4,300 | $224K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +0.8% | 4,248 | $222K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.4% | 4,218 | $220K |
| Tempus Wealth Planning, LLC | 0.10% | Reduce -11.3% | 4,166 | $217K |
| Jmac Enterprises LLC | 0.04% | Reduce -3.6% | 4,149 | $216K |
| Smartleaf Asset Management LLC | 0.04% | Add +14.4% | 4,147 | $216K |
| IVC Wealth Advisors LLC | 0.12% | Add +0.9% | 4,099 | $214K |
| NorthRock Partners, LLC | 0.01% | Reduce -5.1% | 4,769 | $213K |
| Arlington Financial Advisors, LLC | 0.05% | Reduce -78.7% | 4,036 | $211K |
| Leading Edge Financial Planning LLC | 0.09% | Reduce -40.3% | 4,035 | $210K |
| Williams Jones Wealth Management, LLC. | 0.00% | Add +1.3% | 4,028 | $210K |
| Blume Capital Management, Inc. | 0.05% | No change | 4,000 | $209K |
| Aptus Capital Advisors, LLC | 0.00% | Add +709.7% | 3,927 | $205K |
| Glen Eagle Advisors, LLC | 0.04% | Reduce -37.8% | 3,919 | $204K |
| Fisher Asset Management | 0.00% | Reduce -11.1% | 3,896 | $203K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +1.9% | 3,864 | $202K |
| Focused Wealth Management, Inc | 0.03% | Reduce -96.5% | 3,838 | $200K |
| Birchbrook, Inc. | 0.11% | Reduce -52.9% | 3,545 | $185K |
| Whittier Trust Co. | 0.00% | No change | 3,517 | $183K |
| MB Generational Wealth, LLC | 0.14% | New | 11,429 | $183K |
| Richardson Financial Services Inc. | 0.13% | Add +32.7% | 3,418 | $178K |
| Empirical Asset Management, LLC | 0.08% | New | 64,690 | $176K |
| Beacon Capital Management, LLC | 0.03% | Reduce -30.5% | 3,247 | $169K |
| Larson Financial Group LLC | 0.01% | Add +0.5% | 3,194 | $167K |
| Community Bank, N.A. | 0.02% | Reduce -66.7% | 3,106 | $162K |
| Caitlin John, LLC | 0.11% | Reduce -11.3% | 2,773 | $145K |
| FRG Family Wealth Advisors LLC | 0.03% | New | 2,700 | $138K |
| Ballast Advisors LLC | 0.04% | Reduce -6.8% | 2,483 | $130K |
| Cwm, LLC | 0.00% | Add +7.0% | 2,381 | $124K |
| Smithfield Trust Co | 0.01% | No change | 2,234 | $116K |
| Roble, Belko & Company, Inc | 0.02% | No change | 2,167 | $113K |
| AlphaCentric Advisors LLC | 0.06% | Add +45.0% | 1,912 | $100K |
| Parallel Advisors, LLC | 0.00% | Reduce -12.8% | 1,869 | $97K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Add +828.4% | 1,866 | $97K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -31.4% | 1,796 | $94K |
| Chesapeake Asset Management LLC | 0.09% | New | 1,658 | $86K |
| Spire Wealth Management | 0.00% | Add +37.0% | 1,571 | $82K |
| Howe & Rusling Inc. | 0.01% | Add +9.5% | 1,562 | $81K |
| Private Ocean, LLC | 0.01% | Reduce -0.8% | 1,560 | $81K |
| Front Row Advisors LLC | 0.03% | No change | 1,530 | $80K |
| Private Trust Co. NA | 0.01% | No change | 1,517 | $79K |
| Sunbelt Securities, Inc. | 0.01% | Add +158.2% | 1,451 | $76K |
| Contravisory Investment Management, Inc. | 0.02% | No change | 1,386 | $72K |
| Raleigh Capital Management Inc. | 0.03% | New | 1,369 | $71K |
| Hanson & Doremus Investment Management | 0.01% | Add +16.3% | 1,346 | $70K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -33.2% | 1,313 | $68K |
| Cordant, Inc. | 0.04% | Add +169.3% | 1,282 | $67K |
| National Bank of Canada | 0.00% | No change | 1,283 | $66K |
| Trust Co. of Vermont | 0.00% | New | 1,211 | $63K |
| Investors Research Corp | 0.01% | No change | 1,166 | $61K |
| Financial Synergies Wealth Advisors, Inc. | 0.01% | New | 1,152 | $60K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,071 | $55K |
| Cape Investment Advisory, Inc. | 0.03% | Reduce -0.4% | 1,057 | $55K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -6.7% | 1,053 | $55K |
| First Community Trust NA | 0.05% | No change | 1,050 | $55K |
| Versant Capital Management, Inc | 0.01% | New | 1,008 | $53K |
| Clearstead Trust, LLC | 0.01% | No change | 1,000 | $52K |
| REAP Financial Group, LLC | 0.01% | Add +115.5% | 972 | $51K |
| Pflug Koory, LLC | 0.00% | No change | 927 | $48K |
| Signaturefd, LLC | 0.00% | Add +2943.3% | 913 | $48K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 846 | $44K |
| S.A. Mason LLC | 0.03% | Reduce -5.8% | 820 | $43K |
| Colonial Trust Co / SC | 0.01% | No change | 800 | $42K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -63.9% | 774 | $40K |
| Castleview Partners, LLC | 0.02% | No change | 668 | $35K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.5% | 666 | $35K |
| Vima LLC | 0.04% | Add +181.8% | 620 | $33K |
| Lanark Financial, Inc. | 0.00% | No change | 650 | $33K |
| Pathway Financial Advisers, LLC | 0.01% | Reduce -15.6% | 629 | $33K |
| Capital Analysts, LLC | 0.00% | Add +44.4% | 611 | $32K |
| Independence Bank of Kentucky | 0.01% | No change | 600 | $31K |
| Barclays PLC | 0.00% | Reduce -32.3% | 600 | $31K |
| Bangor Savings Bank | 0.00% | No change | 598 | $31K |
| Private Capital Management LLC | 0.01% | Add +13.7% | 563 | $29K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 562 | $29K |
| Carmichael Hill & Associates, Inc. | 0.01% | Reduce -30.3% | 560 | $29K |
| Mather Group, Llc. | 0.00% | New | 515 | $27K |
| Northwest Capital Management Inc | 0.01% | No change | 502 | $26K |
| Asset Dedication, LLC | 0.00% | Add +11.5% | 496 | $26K |
| Transcendent Capital Group LLC | 0.01% | No change | 494 | $26K |
| Bogart Wealth, LLC | 0.00% | No change | 488 | $25K |
| MidAtlantic Capital Management, Inc. | 0.02% | No change | 465 | $24K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 452 | $24K |
| Salem Investment Counselors Inc. | 0.00% | Add +4.6% | 451 | $24K |
| Richardson Capital Management LLC | 0.02% | No change | 419 | $22K |
| WealthShield Partners, LLC | 0.00% | Reduce -1.9% | 416 | $22K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 392 | $20K |
| Tidemark, LLC | 0.01% | Reduce -96.8% | 377 | $20K |
| Laffer Tengler Investments, Inc. | 0.01% | New | 375 | $20K |
| LGT Financial Advisors LLC | 0.02% | Reduce -43.3% | 374 | $20K |
| Aspire Private Capital, LLC | 0.01% | New | 373 | $19K |
| Delta Asset Management LLC | 0.00% | No change | 366 | $19K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 352 | $18K |
| Balentine LLC | 0.00% | New | 340 | $18K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -36.5% | 334 | $17K |
| SJS Investment Consulting Inc. | 0.00% | No change | 319 | $17K |
| Davis Capital Management | 0.01% | Add +5.9% | 287 | $15K |
| Chilton Capital Management LLC | 0.00% | Reduce -33.6% | 284 | $15K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 275 | $14K |
| WR Wealth Planners, LLC | 0.00% | New | 266 | $14K |
| Hexagon Capital Partners LLC | 0.00% | No change | 261 | $14K |
| AlphaCore Capital LLC | 0.00% | Add +186.5% | 255 | $13K |
| Keener Financial Planning LLC | 0.01% | No change | 242 | $13K |
| Crewe Advisors LLC | 0.00% | Reduce -74.7% | 235 | $12K |
| Dynamic Wealth Strategies, LLC | 0.01% | Reduce -58.6% | 239 | $12K |
| AlphaMark Advisors, LLC | 0.00% | Reduce -55.8% | 238 | $12K |
| Tsfg, LLC | 0.00% | Reduce -19.2% | 236 | $12K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +27.1% | 216 | $11K |
| Emfo, LLC | 0.01% | No change | 214 | $11K |
| Key Financial Inc | 0.00% | No change | 213 | $11K |
| Realta Investment Advisors | 0.00% | New | 212 | $11K |
| Townsend Asset Management Corp. /NC/ | 0.00% | Reduce -23.5% | 205 | $11K |
| Pinnacle Holdings, LLC | 0.00% | New | 202 | $11K |
| Bokf, NA | 0.00% | Reduce -39.9% | 199 | $10K |
| Archer Investment Corp | 0.00% | Add +34.9% | 197 | $10K |
| Jones Financial Companies LLLP | 0.00% | New | 196 | $10K |
| Founders Capital Management | 0.01% | No change | 193 | $10K |
| Sound Income Strategies, LLC | 0.00% | Add +0.5% | 187 | $10K |
| Tompkins Financial Corp. | 0.00% | Reduce -4.3% | 180 | $9K |
| Avion Wealth | 0.00% | Reduce -4.7% | 162 | $9K |
| LifeSteps Financial, Inc. | 0.01% | New | 172 | $9K |
| Creekmur Asset Management LLC | 0.00% | No change | 166 | $9K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -4.1% | 162 | $8K |
| Clarkston Capital Partners, LLC | 0.00% | Reduce -52.3% | 155 | $8K |
| FSA Wealth Management LLC | 0.00% | New | 146 | $8K |
| Sandy Spring Bank | 0.00% | No change | 140 | $7K |
| Bare Financial Services, Inc | 0.01% | New | 133 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -90.9% | 120 | $6K |
| Main Street Group, LTD | 0.00% | No change | 116 | $6K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Add +1542.9% | 115 | $6K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 108 | $6K |
| Pineridge Advisors LLC | 0.00% | New | 98 | $5K |
| Founders Financial Alliance, LLC | 0.00% | Add +40.6% | 97 | $5K |
| Gradient Investments LLC | 0.00% | Reduce -70.3% | 88 | $5K |
| First Horizon Advisors, Inc. | 0.00% | No change | 87 | $5K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +11.5% | 87 | $5K |
| Wagner Wealth Management, LLC | 0.00% | Reduce -13.5% | 83 | $4K |
| Anfield Capital Management, LLC | 0.00% | New | 79 | $4K |
| Horrell Capital Management, Inc. | 0.00% | No change | 82 | $4K |
| Kelly Financial Services LLC | 0.00% | No change | 69 | $4K |
| Clearstead Advisors, LLC | 0.00% | Reduce -97.9% | 68 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 66 | $3K |
| Tucker Asset Management LLC | 0.00% | No change | 66 | $3K |
| BNP Paribas Financial Markets | 0.00% | No change | 66 | $3K |
| Alaska Wealth Advisors, LLC | 0.00% | Add +48.8% | 64 | $3K |
| Missouri Trust & Investment Co | 0.00% | New | 58 | $3K |
| BlackRock Inc. | 0.00% | Add +11.5% | 58 | $3K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 57 | $3K |
| Motco | 0.00% | Reduce -36.0% | 57 | $3K |
| Blue Trust, Inc. | 0.00% | Reduce -3.5% | 56 | $3K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 53 | $3K |
| Western Pacific Wealth Management, LP | 0.00% | New | 51 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -62.5% | 48 | $2K |
| Wiser Advisor Group LLC | 0.00% | No change | 45 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 39 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 31 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 31 | $2K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -85.2% | 30 | $2K |
| Rice Partnership, LLC | 0.00% | New | 29 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 27 | $1K |
| Element Wealth, LLC | 0.00% | No change | 25 | $1K |
| Centerpoint Advisors, LLC | 0.00% | No change | 10 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 12 | $1K |
| NWK Group, Inc. | 0.00% | No change | 18 | $965 |
| Impact Partnership Wealth, LLC | 0.00% | No change | 18 | $939 |
| Global Wealth Strategies & Associates | 0.00% | New | 17 | $887 |
| Abich Financial Wealth Management LLC | 0.00% | No change | 15 | $782 |
| NewSquare Capital LLC | 0.00% | No change | 15 | $782 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 8 | $418 |
| Palisade Asset Management, LLC | 0.00% | New | 4 | $209 |
| NBT Bank, N.A. | 0.00% | No change | 2 | $104 |
| St Germain D J Co. Inc. | 0.00% | New | 1 | $60 |
"% of holder's portfolio" is SCHP's weight in each manager's 13F, not the share of Schwab U.S. Tips ETF the manager owns.