Schwab U.S. Tips ETFSCHPETF
13F holders, Q3 2024 (September 30)635holders −19
44new positions
62sold out
1famous investor
$53.08avg. 13F price*
At the end of Q3 2024, 635 institutions reported holding Schwab U.S. Tips ETF (SCHP) in their 13F filings, down 19 from Q2 2024. 44 opened new positions and 62 sold out. The largest holders were Empower Advisory Group, LLC ($951.2M), Quadratic Capital Management LLC ($613.1M) and JPMorgan Chase & Co. ($534.8M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Schwab U.S. Tips ETF
- CUSIP
- 808524870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $16.7M |
| Exits | 62 | $1.1B |
All 13F filers, Q2 2024 → Q3 2024: 11,643,996 shares bought and 26,775,826 shares sold, net −15,131,830 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 635 holders
| Empower Advisory Group, LLC | 3.22% | Add +5.1% | 17,735,859 | $951.2M |
| Quadratic Capital Management LLC | 97.10% | Add +12.9% | 11,431,409 | $613.1M |
| JPMorgan Chase & Co. | 0.04% | Add +17.1% | 9,972,150 | $534.8M |
| Sei Investments Co. | 0.37% | Add +0.6% | 5,376,126 | $288.3M |
| Voya Investment Management LLC | 0.35% | Add +4.5% | 5,375,827 | $288.3M |
| Lincoln National Corp. | 7.06% | Add +0.5% | 4,108,676 | $220.3M |
| Cerity Partners LLC | 0.47% | Add +19.8% | 3,922,743 | $210.4M |
| Jasper Ridge Partners, L.P. | 5.81% | Add +2.4% | 3,800,720 | $203.8M |
| Alliancebernstein L.P. | 0.07% | Add +1.1% | 3,647,651 | $195.6M |
| CENTRAL TRUST Co | 3.84% | Add +7.7% | 3,054,602 | $163.8M |
| Nepc LLC | 4.80% | No change | 2,971,211 | $159.3M |
| Alesco Advisors, LLC, An ESL Co | 4.48% | Add +1.8% | 2,704,771 | $145.1M |
| Evoke Wealth, LLC | 3.70% | Add +31526.8% | 2,529,193 | $135.6M |
| Cerity Partners OCIO LLC | 10.82% | No change | 2,508,540 | $134.5M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -10.2% | 2,337,050 | $125.3M |
| UBS Group AG | 0.03% | Reduce -3.2% | 1,689,604 | $90.6M |
| Ameriprise Financial Inc. | 0.02% | Reduce -5.7% | 1,635,526 | $87.4M |
| Sensible Financial Planning & Management, LLC. | 15.84% | Add +1.7% | 1,495,734 | $80.2M |
| Morgan Stanley | 0.01% | Add +1.4% | 1,442,183 | $77.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -11.6% | 1,297,919 | $69.6M |
| Wealthfront Advisers LLC | 0.20% | Add +6.5% | 1,221,051 | $65.5M |
| State Street Corp. | 0.00% | Add +68.5% | 1,204,412 | $64.6M |
| Bank of New York Mellon Corp | 0.01% | Add +5.3% | 1,170,399 | $62.8M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Reduce -3.8% | 982,471 | $52.7M |
| Prime Capital Investment Advisors, LLC | 0.75% | Add +3.4% | 976,331 | $52.4M |
| Bank of America Corp. | 0.00% | Reduce -1.1% | 940,101 | $50.4M |
| Greenline Partners, LLC | 6.87% | Add +1.9% | 895,267 | $48.0M |
| Lutz Financial Services LLC | 3.86% | Add +3.9% | 886,979 | $47.6M |
| US Bancorp \de | 0.06% | Reduce -43.4% | 855,942 | $45.9M |
| Elm Partners Management LLC | 3.20% | Reduce -5.0% | 1,668,266 | $44.7M |
| Stephens Group Asset Management, LLC | 3.69% | Add +10.1% | 824,248 | $44.2M |
| LifeGuide Financial Advisors, LLC | 17.03% | Add +8.5% | 744,292 | $39.9M |
| Litman Gregory Wealth Management LLC | 3.31% | Reduce -14.0% | 737,879 | $39.6M |
| Simplify Asset Management Inc. | 2.62% | Add +17.3% | 710,451 | $38.1M |
| Temasek Holdings (Private) Ltd | 0.15% | No change | 705,000 | $37.8M |
| Full Sail Capital, LLC | 2.41% | Add +6.3% | 702,216 | $37.7M |
| Arax Advisory Partners | 3.35% | Add +16.8% | 700,465 | $37.6M |
| Fund Evaluation Group, LLC | 2.04% | Reduce -5.2% | 686,735 | $36.8M |
| Wells Fargo & Company | 0.01% | Reduce -3.7% | 683,906 | $36.7M |
| Pure Financial Advisors, LLC | 0.86% | Add +0.9% | 670,507 | $36.0M |
| BlueSky Wealth Advisors, LLC | 5.51% | Add +7.9% | 661,278 | $35.5M |
| Adventist Health System Sunbelt Healthcare Corp. | 1.33% | Add +179.1% | 599,394 | $32.1M |
| Korea Investment CORP | 0.07% | No change | 580,000 | $31.1M |
| Financial Architects, LLC | 20.02% | Add +1.2% | 579,153 | $31.1M |
| Matrix Trust Co | 5.55% | Add +0.3% | 553,490 | $29.7M |
| Kohmann Bosshard Financial Services, LLC | 3.67% | Add +3.6% | 551,434 | $29.6M |
| Wealthcare Advisory Partners LLC | 0.78% | Reduce -20.6% | 512,486 | $27.5M |
| Advisory Alpha, LLC | 0.98% | Add +6.0% | 512,337 | $27.5M |
| Willow Creek Wealth Management Inc. | 2.86% | Add +9.1% | 506,778 | $27.2M |
| Joseph Group Capital Management | 10.32% | Add +1.1% | 503,163 | $27.0M |
| Morningstar Investment Services LLC | 0.27% | Add +87.8% | 486,555 | $26.1M |
| Navalign, LLC | 7.35% | Add +2.8% | 465,579 | $25.0M |
| LPL Financial LLC | 0.01% | Add +1.8% | 458,331 | $24.6M |
| Marshall Financial Group Inc. | 6.93% | Add +7.0% | 427,779 | $22.9M |
| Assetmark, Inc. | 0.07% | Reduce -43.4% | 423,981 | $22.7M |
| Cetera Investment Advisers | 0.05% | Add +12.2% | 399,421 | $21.4M |
| Carolina Wealth Advisors, LLC | 10.82% | Add +0.2% | 396,510 | $21.3M |
| Creative Planning | 0.02% | Reduce -7.5% | 388,446 | $20.8M |
| Wooster Corthell Wealth Management, Inc. | 4.37% | Reduce -0.5% | 382,181 | $20.5M |
| Foster & Motley Inc. | 1.26% | Add +5.1% | 369,019 | $19.8M |
| Avior Wealth Management, LLC | 0.78% | Add +3.5% | 366,348 | $19.6M |
| Citigroup Inc. | 0.02% | Add +0.8% | 359,330 | $19.3M |
| Altfest L J & Co. Inc. | 2.53% | Add +1.5% | 353,875 | $19.0M |
| Robinswood Financial LLC | 6.63% | Add +3.4% | 332,280 | $17.8M |
| Savant Capital, LLC | 0.14% | Reduce -30.9% | 318,284 | $17.1M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -4.7% | 306,631 | $16.4M |
| Asset Management Group, Inc. | 2.21% | Add +0.9% | 292,123 | $15.7M |
| FDx Advisors, Inc. | 4.27% | Reduce -6.7% | 291,865 | $15.7M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +4.1% | 285,049 | $15.3M |
| Almanack Investment Partners, LLC. | 2.38% | Add +0.7% | 282,134 | $15.1M |
| Sage Financial Group Inc. | 1.15% | Add +2.6% | 262,171 | $14.1M |
| Altiora Financial Group, LLC | 3.02% | Reduce -1.8% | 255,041 | $13.7M |
| Eagle Ridge Investment Management | 1.19% | Add +6.4% | 252,149 | $13.5M |
| Wealthspire Advisors, LLC | 0.13% | Reduce -2.6% | 246,119 | $13.2M |
| Marotta Asset Management | 2.58% | Add +5.7% | 245,167 | $13.1M |
| Thrivent Financial for Lutherans | 0.02% | Add +11.7% | 236,898 | $12.7M |
| Peak Financial Management, Inc. | 3.66% | Add +2.4% | 232,519 | $12.5M |
| Proffitt & Goodson Inc. | 2.04% | Add +2.4% | 231,804 | $12.4M |
| West Family Investments, Inc. | 3.87% | No change | 197,190 | $11.4M |
| ZynergyRetirementPlanningLLC | 7.74% | Add +4.4% | 204,741 | $11.0M |
| Annapolis Financial Services, LLC | 3.18% | Add +5.9% | 200,291 | $10.7M |
| ALM First Financial Advisors, LLC | 2.50% | Add +10.5% | 187,871 | $10.1M |
| Resonant Capital Advisors, LLC | 0.73% | Add +10.9% | 184,159 | $9.9M |
| Modera Wealth Management, LLC | 0.12% | Reduce -0.8% | 181,099 | $9.7M |
| Allen Capital Group, LLC | 1.20% | Add +8.9% | 177,131 | $9.5M |
| Principal Financial Group Inc. | 0.01% | Add +6.3% | 173,650 | $9.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.7% | 173,430 | $9.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.6% | 172,636 | $9.3M |
| Wealthcare Capital Management LLC | 0.93% | Reduce -2.4% | 172,409 | $9.2M |
| Brightwater Advisory LLC | 6.61% | Add +9.0% | 167,503 | $9.0M |
| Transamerica Financial Advisors, LLC | 0.87% | Add +4.9% | 167,022 | $9.0M |
| Truist Financial Corp. | 0.01% | Reduce -15.5% | 163,267 | $8.8M |
| Signet Investment Advisory Group, Inc. | 4.32% | Add +1.4% | 160,950 | $8.6M |
| GenTrust, LLC | 0.40% | No change | 153,450 | $8.2M |
| Bfsg, LLC | 0.95% | Reduce -0.1% | 152,322 | $8.2M |
| Prairiewood Capital, LLC | 3.45% | Add +6.8% | 151,828 | $8.1M |
| Pacific Capital Wealth Advisors, Inc. | 1.32% | Reduce -37.8% | 146,041 | $7.8M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +10.3% | 143,976 | $7.7M |
| FC Advisory LLC | 2.56% | Add +7.4% | 141,937 | $7.6M |
| Fortis Capital Management LLC | 1.52% | Add +12.0% | 140,751 | $7.5M |
| McAdam, LLC | 0.42% | Reduce -27.6% | 140,510 | $7.5M |
| Mercer Global Advisors Inc. | 0.02% | Add +46.8% | 274,882 | $7.4M |
| Empowered Funds, LLC | 0.12% | Add +343.5% | 136,827 | $7.3M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -17.5% | 135,911 | $7.3M |
| Sanctuary Advisors, LLC | 0.05% | Add +104.5% | 274,985 | $7.2M |
| IRON Financial LLC | 3.90% | Reduce -4.3% | 133,670 | $7.2M |
| Avantax Advisory Services, Inc. | 0.05% | Add +4.1% | 131,877 | $7.1M |
| Summit Wealth Group, LLC | 2.03% | Add +9.8% | 131,471 | $7.1M |
| Hart & Patterson Financial Group LLC | 3.32% | Reduce -0.7% | 130,777 | $7.0M |
| Flow Traders U.S. LLC | 0.35% | Add +315.4% | 129,477 | $6.9M |
| Trajan Wealth LLC | 0.41% | Add +24.3% | 129,230 | $6.9M |
| Two West Capital Advisors LLC | 5.58% | Reduce -2.1% | 128,303 | $6.9M |
| MML Investors Services, LLC | 0.02% | Add +7.8% | 127,263 | $6.8M |
| CreativeOne Wealth, LLC | 0.23% | Add +15.0% | 126,767 | $6.8M |
| Raymond James & Associates | 0.00% | Add +48.8% | 126,739 | $6.8M |
| Fi3 FINANCIAL ADVISORS, LLC | 2.69% | Add +4.9% | 126,225 | $6.8M |
| VCI Wealth Management LLC | 3.01% | Add +9.9% | 125,962 | $6.8M |
| Harbour Investments, Inc. | 0.20% | Reduce -3.5% | 125,605 | $6.7M |
| Valmark Advisers, Inc. | 0.10% | Reduce -0.9% | 119,359 | $6.4M |
| Goodwin Investment Advisory | 2.77% | Add +6.4% | 119,092 | $6.4M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +0.5% | 114,625 | $6.1M |
| Theory Financial LLC | 2.68% | Add +107.5% | 231,031 | $6.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.14% | Add +0.6% | 113,169 | $6.1M |
| Fifth Third Bancorp | 0.02% | Reduce -22.9% | 112,379 | $6.0M |
| Cambridge Associates LLC /Ma/ | 0.22% | Add +141.8% | 109,252 | $5.9M |
| Exencial Wealth Advisors, LLC | 0.21% | Reduce -1.9% | 109,136 | $5.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.6% | 108,888 | $5.8M |
| American Trust Investment Advisors, LLC | 2.37% | Add +87.9% | 107,779 | $5.8M |
| Summit Financial, LLC | 0.22% | Add +395.8% | 104,177 | $5.6M |
| Fortis Advisors, LLC | 3.56% | New | 102,373 | $5.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -27.4% | 101,939 | $5.5M |
| MBE Wealth Management, LLC | 3.00% | Reduce -0.1% | 101,478 | $5.4M |
| Cambridge Capital Management, LLC | 3.56% | Add +13.7% | 100,740 | $5.4M |
| Charles Schwab Trust Co | 0.46% | Add +109.4% | 99,577 | $5.3M |
| Rebalance, LLC | 0.38% | Add +0.1% | 97,500 | $5.2M |
| Curbstone Financial Management Corp | 1.10% | Reduce -0.4% | 95,510 | $5.1M |
| Virtue Capital Management, LLC | 1.02% | Add +3.3% | 94,827 | $5.1M |
| LifePlan Investment Advisors, Inc. | 3.23% | Add +5.2% | 94,210 | $5.1M |
| Tortoise Investment Management, LLC | 0.53% | Reduce -1.8% | 93,836 | $5.0M |
| AlphaStar Capital Management, LLC | 0.39% | Add +10.9% | 92,656 | $5.0M |
| Atria Investments, Inc | 0.06% | Reduce -2.0% | 92,394 | $5.0M |
| Arvest Investments, Inc. | 0.74% | Reduce -0.5% | 91,518 | $4.9M |
| Christensen, King & Associates Investment Services, Inc. | 2.30% | Reduce -1.3% | 91,191 | $4.9M |
| Hoxton Planning & Management, LLC | 1.76% | Add +3.1% | 84,848 | $4.6M |
| Kure Advisory, LLC | 4.07% | Add +2.2% | 84,842 | $4.6M |
| Cambria Investment Management, L.P. | 0.27% | Add +0.3% | 84,663 | $4.5M |
| Performance Wealth Partners, LLC | 0.15% | Reduce -1.1% | 83,749 | $4.5M |
| Vise Technologies, Inc. | 0.57% | Add +1.6% | 83,669 | $4.5M |
| High Note Wealth, LLC | 1.26% | Reduce -6.5% | 82,009 | $4.4M |
| FMR LLC | 0.00% | Reduce -5.9% | 81,159 | $4.4M |
| Trustmark Bank Trust Department | 0.32% | No change | 80,000 | $4.3M |
| RE Dickinson Investment Advisors, LLC | 2.39% | Reduce -0.2% | 78,953 | $4.2M |
| Stratos Wealth Advisors, LLC | 0.19% | Reduce -7.0% | 78,444 | $4.2M |
| MPS Loria Financial Planners, LLC | 1.25% | Add +2.5% | 78,433 | $4.2M |
| Summit Trail Advisors, LLC | 0.10% | Add +2.2% | 77,431 | $4.2M |
| Private Advisor Group, LLC | 0.03% | Reduce -11.8% | 75,223 | $4.0M |
| Avantax Planning Partners, Inc. | 0.14% | Add +0.6% | 74,961 | $4.0M |
| Sumitomo Life Insurance Co. | 0.08% | Reduce -89.3% | 74,800 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -27.8% | 74,419 | $4.0M |
| Grey Fox Wealth Advisors, LLC | 1.11% | Add +33.0% | 74,270 | $4.0M |
| Royal Bank of Canada | 0.00% | Reduce -53.3% | 72,698 | $3.9M |
| Aviance Capital Partners, LLC | 0.51% | Reduce -6.2% | 71,935 | $3.9M |
| Verde Capital Management | 1.15% | Add +4.8% | 71,266 | $3.8M |
| Ellevest, Inc. | 0.21% | Add +8.2% | 70,357 | $3.8M |
| JTC Employer Solutions Trustee Ltd | 0.24% | No change | 70,982 | $3.7M |
| Alpha Omega Wealth Management LLC | 0.67% | Reduce -3.6% | 68,196 | $3.7M |
| OLIO Financial Planning | 1.53% | No change | 69,705 | $3.6M |
| Stifel Financial Corp. | 0.00% | Add +35.8% | 67,271 | $3.6M |
| Eagle Bay Advisors LLC | 1.37% | Reduce -5.1% | 66,691 | $3.6M |
| IHT Wealth Management, LLC | 0.10% | Add +86.0% | 66,481 | $3.6M |
| Seed Wealth Management, Inc. | 2.83% | Reduce -0.1% | 66,020 | $3.5M |
| Renaissance Technologies | 0.01% | Add +262.7% | 65,800 | $3.5M |
| C M Bidwell & Associates Ltd. | 2.14% | Add +13.9% | 65,310 | $3.5M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -12.2% | 63,958 | $3.4M |
| CW Advisors, LLC | 0.04% | Add +6.2% | 62,605 | $3.4M |
| Kings Path Partners LLC | 1.39% | Add +7.5% | 61,783 | $3.3M |
| Red Tortoise LLC | 1.66% | Add +0.9% | 61,325 | $3.3M |
| NewEdge Advisors, LLC | 0.02% | Add +27.9% | 59,905 | $3.2M |
| McNaughton Wealth Management, LLC | 1.56% | Add +1.8% | 59,851 | $3.2M |
| Horizon Financial Services, LLC | 1.90% | Reduce -0.8% | 59,605 | $3.2M |
| McLean Asset Management Corp | 0.96% | Reduce -8.4% | 59,826 | $3.2M |
| Alps Advisors Inc. | 0.02% | Reduce -2.1% | 58,925 | $3.2M |
| Moser Wealth Advisors, LLC | 1.61% | Reduce -0.7% | 58,076 | $3.1M |
| Silver Oak Securities, Incorporated | 0.33% | Add +2393.8% | 58,030 | $3.1M |
| JMG Financial Group, Ltd. | 0.10% | Add +2.0% | 57,136 | $3.1M |
| Vestmark Advisory Solutions, Inc. | 0.11% | Add +14.9% | 56,394 | $3.0M |
| Ellenbecker Investment Group | 0.57% | Reduce -13.1% | 56,160 | $3.0M |
| Washington Trust Advisors, Inc. | 0.26% | Reduce -6.3% | 55,708 | $3.0M |
| WASHINGTON TRUST Co | 0.10% | Reduce -15.2% | 53,792 | $2.9M |
| Skyline Advisors, Inc. | 1.16% | Reduce -2.2% | 52,595 | $2.8M |
| Lodestar Private Asset Management LLC | 0.36% | Add +3.8% | 52,047 | $2.8M |
| Cape Cod Five Cents Savings Bank | 0.26% | Reduce -40.0% | 51,949 | $2.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -76.1% | 51,299 | $2.8M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -8.1% | 51,064 | $2.7M |
| Galvin, Gaustad & Stein, LLC | 0.24% | Reduce -5.2% | 50,069 | $2.7M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -14.5% | 48,461 | $2.6M |
| Upper Left Wealth Management, LLC | 2.26% | Reduce -26.6% | 48,826 | $2.6M |
| Comerica Bank | 0.01% | Add +1.7% | 47,748 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.0% | 47,442 | $2.5M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -29.0% | 47,206 | $2.5M |
| Ausdal Financial Partners, Inc. | 0.26% | Reduce -3.5% | 46,865 | $2.5M |
| Arcataur Capital Management LLC | 0.83% | Reduce -0.8% | 45,873 | $2.5M |
| BCGM Wealth Management, LLC | 0.80% | Reduce -39.0% | 45,804 | $2.5M |
| Frontier Asset Management, LLC | 0.81% | Reduce -1.0% | 45,388 | $2.4M |
| Moody National Bank Trust Division | 0.26% | No change | 45,191 | $2.4M |
| Summit Financial Strategies, Inc. | 0.26% | Add +4.8% | 43,231 | $2.3M |
| Sagace Wealth Management LLC | 1.77% | Add +116.3% | 86,380 | $2.3M |
| Waverly Advisors, LLC | 0.04% | Reduce -26.7% | 42,655 | $2.3M |
| White Lighthouse Investment Management Inc. | 0.41% | Add +4.7% | 42,225 | $2.3M |
| Physician Wealth Solutions Inc. | 1.10% | Add +108.8% | 83,929 | $2.2M |
| TrinityPoint Wealth, LLC | 0.31% | Reduce -7.2% | 40,069 | $2.1M |
| Rock Creek Group LLC | 0.25% | No change | 40,025 | $2.1M |
| Principal Securities, Inc. | 0.05% | Add +16.9% | 39,741 | $2.1M |
| AE Wealth Management LLC | 0.02% | Add +4.0% | 39,632 | $2.1M |
| Financial Freedom, LLC | 1.12% | Reduce -1.1% | 39,542 | $2.1M |
| Koss-Olinger Consulting, LLC | 0.18% | Add +8.3% | 39,488 | $2.1M |
| Arkansas Financial Group, Inc. | 0.34% | Reduce -4.4% | 38,996 | $2.1M |
| Passive Capital Management, LLC. | 0.72% | Add +1.3% | 38,687 | $2.1M |
| Choreo, LLC | 0.03% | Add +28.9% | 38,546 | $2.1M |
| Visionary Wealth Advisors | 0.13% | Add +1.1% | 38,368 | $2.1M |
| WealthCollab, LLC | 1.35% | Add +12.7% | 38,227 | $2.1M |
| Wealthspire Retirement, LLC | 0.17% | Reduce -20.2% | 38,207 | $2.0M |
| Catalyst Private Wealth, LLC | 0.99% | Add +13.2% | 37,777 | $2.0M |
| Maltin Wealth Management, Inc. | 0.95% | Add +13.3% | 36,533 | $2.0M |
| 1620 Investment Advisors, Inc. | 1.44% | Reduce -0.3% | 36,362 | $2.0M |
| Mariner, LLC | 0.00% | Reduce -21.9% | 36,271 | $1.9M |
| American Financial Advisors, LLC | 0.26% | Reduce -6.3% | 35,922 | $1.9M |
| Soltis Investment Advisors LLC | 0.19% | Reduce -14.6% | 35,426 | $1.9M |
| Western Wealth Management, LLC | 0.11% | New | 35,409 | $1.9M |
| Corrado Advisors, LLC | 1.19% | Reduce -1.3% | 35,385 | $1.9M |
| TrueWealth Advisors, LLC | 0.63% | Add +0.9% | 34,954 | $1.9M |
| Focus Financial Network, Inc. | 0.08% | Reduce -11.1% | 34,404 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +3.8% | 34,188 | $1.8M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -0.7% | 33,885 | $1.8M |
| LVW Advisors, LLC | 0.23% | No change | 33,780 | $1.8M |
| First National Corp. /Ma/ | 0.40% | Add +10.8% | 33,714 | $1.8M |
| Braun-Bostich & Associates Inc. | 1.26% | Add +8.9% | 33,711 | $1.8M |
| Fulton Breakefield Broenniman LLC | 0.13% | Reduce -0.5% | 33,600 | $1.8M |
| Aletheian Wealth Advisors LLC | 1.04% | Add +4.3% | 33,173 | $1.8M |
| Kades & Cheifetz LLC | 1.01% | Reduce -10.9% | 32,962 | $1.8M |
| IFP Advisors, Inc | 0.06% | Add +11.6% | 32,725 | $1.8M |
| Blue Fin Capital, Inc. | 0.33% | Reduce -5.5% | 32,554 | $1.7M |
| Cahill Financial Advisors Inc. | 0.24% | Add +0.8% | 32,408 | $1.7M |
| Csenge Advisory Group | 0.09% | Add +119.3% | 64,492 | $1.7M |
| Phillips Financial Management, LLC | 0.13% | Add +76.7% | 31,013 | $1.7M |
| Wbi Investments, LLC | 0.40% | Add +5.8% | 30,696 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -0.7% | 30,611 | $1.6M |
| Mutual Advisors, LLC | 0.05% | Add +94.1% | 62,194 | $1.6M |
| Van Strum & Towne Inc. | 0.56% | Add +10.3% | 30,124 | $1.6M |
| Lederer & Associates Investment Counsel | 1.13% | Reduce -1.3% | 29,943 | $1.6M |
| Hengehold Capital Management LLC | 0.15% | Reduce -1.7% | 29,933 | $1.6M |
| Focus Partners Wealth | 0.01% | Add +25.3% | 29,823 | $1.6M |
| SeaCrest Wealth Management, LLC | 0.17% | Add +0.5% | 29,510 | $1.6M |
| Algorithmic Investment Models, LLC | 1.15% | No change | 29,282 | $1.6M |
| Joseph P. Lucia & Associates, LLC | 0.72% | Reduce -26.1% | 29,071 | $1.6M |
| Accelerate Investment Advisors LLC | 1.52% | — | 29,025 | $1.6M |
| Breakwater Investment Management | 0.63% | Reduce -1.0% | 27,941 | $1.5M |
| Smith Thornton Advisors LLC | 0.98% | Reduce -0.9% | 27,707 | $1.5M |
| LongView Wealth Management | 0.47% | Reduce -5.0% | 27,406 | $1.5M |
| Creative Financial Designs Inc. | 0.12% | Reduce -18.6% | 27,089 | $1.5M |
| Citizens National Bank Trust Department | 0.30% | Reduce -7.8% | 26,827 | $1.4M |
| Meritage Portfolio Management | 0.09% | Reduce -13.3% | 26,762 | $1.4M |
| Archvest Wealth Advisors, Inc. | 0.90% | Add +9.9% | 26,326 | $1.4M |
| OneDigital Investment Advisors LLC | 0.02% | Add +91.0% | 26,241 | $1.4M |
| Hayek Kallen Investment Management | 0.49% | Reduce -10.0% | 25,846 | $1.4M |
| Mengis Capital Management, Inc. | 0.26% | Reduce -10.3% | 24,866 | $1.3M |
| Hutchinson Capital Management | 0.25% | Reduce -1.9% | 24,381 | $1.3M |
| Anchor Investment Management, LLC | 0.12% | Reduce -7.2% | 24,161 | $1.3M |
| Strategic Financial Planning, Inc. | 0.85% | Add +7.7% | 24,036 | $1.3M |
| Friedenthal Financial | 0.72% | Reduce -15.6% | 23,043 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -0.1% | 22,263 | $1.2M |
| Fifth Third Securities, Inc. | 0.11% | Reduce -30.0% | 22,184 | $1.2M |
| Patriot Investment Management Group, Inc. | 0.09% | Add +0.1% | 21,704 | $1.2M |
| SRH Advisors, LLC | 0.35% | Reduce -9.3% | 21,592 | $1.2M |
| Compound Planning, Inc. | 0.07% | Reduce -33.3% | 21,228 | $1.1M |
| AdvisorNet Financial, Inc | 0.08% | Reduce -0.8% | 21,195 | $1.1M |
| Capital Analysts, LLC | 0.05% | Add +116.1% | 20,942 | $1.1M |
| Plum Street Advisors, LLC | 0.57% | Reduce -15.7% | 20,859 | $1.1M |
| Leeward Financial Partners, LLC | 0.42% | No change | 20,690 | $1.1M |
| Pine Haven Investment Counsel, Inc | 0.90% | Reduce -0.2% | 20,640 | $1.1M |
| Global Retirement Partners, LLC | 0.03% | Reduce -11.8% | 20,418 | $1.1M |
| Websterrogers Financial Advisors, LLC | 0.37% | Reduce -9.3% | 19,902 | $1.1M |
| Fairview Capital Investment Management, LLC | 0.06% | Add +4.7% | 19,795 | $1.1M |
| Revisor Wealth Management LLC | 0.66% | Reduce -8.9% | 19,733 | $1.1M |
| Clear Investment Research, LLC | 1.37% | Add +3.2% | 19,697 | $1.1M |
| Bigelow Investment Advisors, LLC | 0.47% | Reduce -6.6% | 19,684 | $1.1M |
| LCNB Corp. | 0.37% | No change | 19,681 | $1.1M |
| Veracity Capital LLC | 0.40% | Add +5.3% | 19,681 | $1.1M |
| Geneos Wealth Management Inc. | 0.04% | Add +65476.7% | 19,673 | $1.1M |
| Commerce Bank | 0.01% | Add +2.9% | 19,445 | $1.0M |
| Betterment LLC | 0.00% | Add +1.2% | 19,437 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +26.8% | 18,605 | $998K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +26.8% | 18,605 | $998K |
| First Merchants Corp. | 0.04% | No change | 18,516 | $993K |
| Myecfo, LLC | 0.53% | Add +3.5% | 18,370 | $985K |
| Magnolia Capital Advisors LLC | 0.49% | New | 18,086 | $970K |
| Sigma Planning Corp | 0.03% | Reduce -0.3% | 17,930 | $962K |
| Columbus Macro, LLC | 0.35% | Add +27.7% | 22,983 | $954K |
| Worth Asset Management, LLC | 0.50% | Add +301.7% | 16,987 | $911K |
| Strategic Blueprint, LLC | 0.06% | Reduce -75.3% | 16,854 | $904K |
| SigFig Wealth Management, LLC | 0.03% | Add +11.8% | 25,458 | $888K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +42.2% | 15,884 | $852K |
| Benchmark Wealth Management, LLC | 0.42% | Reduce -13.5% | 15,722 | $843K |
| Pinnacle Bancorp, Inc. | 0.22% | Add +2.4% | 15,492 | $831K |
| Horizons Wealth Management | 0.63% | Add +0.7% | 15,221 | $816K |
| Bakala Capital LLC | 5.35% | Add +3.0% | 14,993 | $804K |
| OMNI 360 Wealth, Inc. | 0.55% | Reduce -1.7% | 14,919 | $800K |
| First Heartland Consultants, Inc. | 0.09% | Add +11.3% | 14,920 | $800K |
| Ahl Investment Management, Inc. | 0.54% | Reduce -8.1% | 14,722 | $790K |
| Sowell Financial Services LLC | 0.04% | Reduce -4.9% | 14,717 | $789K |
| DMC Group, LLC | 0.63% | Reduce -44.8% | 14,525 | $779K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -4.6% | 14,462 | $776K |
| Asset Allocation Strategies LLC | 0.22% | Add +68.2% | 14,286 | $766K |
| RHS Financial, LLC | 0.38% | Reduce -5.0% | 14,145 | $759K |
| Advisory Services Network, LLC | 0.02% | No change | 14,522 | $755K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -11.4% | 14,083 | $755K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -2.6% | 13,844 | $742K |
| Journey Advisory Group, LLC | 0.09% | No change | 14,195 | $738K |
| Walkner Condon Financial Advisors LLC | 0.15% | Reduce -11.0% | 13,695 | $734K |
| Nwam LLC | 0.04% | New | 13,432 | $720K |
| IFG Advisory, LLC | 0.05% | Reduce -17.8% | 13,359 | $716K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 13,292 | $713K |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -20.6% | 13,097 | $702K |
| Pinkerton Wealth, LLC | 0.10% | Add +6.8% | 13,087 | $702K |
| Arkadios Wealth Advisors | 0.04% | Reduce -18.8% | 13,080 | $701K |
| Laraway Financial Advisors Inc | 0.56% | Reduce -3.7% | 12,993 | $697K |
| SignalPoint Asset Management, LLC | 0.16% | Reduce -13.2% | 12,893 | $692K |
| Jackson Creek Investment Advisors LLC | 0.20% | Add +2.6% | 12,861 | $690K |
| Panoramic Investment Advisors, LLC | 0.46% | — | 12,517 | $671K |
| Captrust Financial Advisors | 0.00% | Reduce -15.0% | 12,487 | $670K |
| Advisory Services & Investments, LLC | 0.45% | Add +16.3% | 12,412 | $666K |
| Cambridge Advisors Inc. | 0.15% | No change | 12,402 | $665K |
| Oder Investment Management, LLC | 0.54% | Add +7.7% | 11,698 | $627K |
| Prossimo Advisors, LLC | 0.45% | No change | 11,500 | $617K |
| Walter & Keenan Wealth Management LLC /in/ | 0.19% | Reduce -3.1% | 11,497 | $617K |
| SageView Advisory Group, LLC | 0.03% | New | 11,375 | $610K |
| Gradient Capital Advisors, LLC | 0.20% | No change | 11,222 | $602K |
| Concourse Financial Group Securities, Inc. | 0.04% | Add +132.3% | 11,127 | $597K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -8.7% | 10,900 | $585K |
| WealthPLAN Partners, LLC | 0.08% | Reduce -0.1% | 10,884 | $584K |
| Fruth Investment Management | 0.15% | No change | 10,850 | $581K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -2.9% | 10,725 | $575K |
| Shearwater Capital LLC | 0.39% | Reduce -0.0% | 10,647 | $571K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +0.3% | 10,636 | $570K |
| Wealth Management Resources, Inc. | 0.23% | Reduce -52.6% | 10,550 | $566K |
| Rinkey Investments | 0.18% | Add +0.1% | 10,521 | $564K |
| Prudential Financial Inc. | 0.00% | Reduce -11.6% | 10,471 | $562K |
| CIBC Asset Management Inc | 0.00% | New | 10,250 | $550K |
| Aspen Grove Capital, LLC | 0.12% | No change | 10,001 | $536K |
| Ethos Financial Group, LLC | 0.09% | Reduce -39.8% | 10,001 | $536K |
| Latitude Advisors, LLC | 0.30% | Add +3.2% | 9,935 | $533K |
| Savvy Advisors, Inc. | 0.10% | Reduce -64.9% | 9,619 | $516K |
| Walker Asset Management, LLC | 0.32% | Reduce -14.7% | 9,612 | $515K |
| Tran Capital Management, L.P. | 0.06% | No change | 9,580 | $514K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | New | 9,503 | $510K |
| Associated Banc-Corp | 0.01% | Reduce -16.8% | 9,483 | $509K |
| GeoWealth Management, LLC | 0.02% | Reduce -60.6% | 9,413 | $505K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -74.8% | 9,370 | $503K |
| First Hawaiian Bank | 0.02% | No change | 9,340 | $501K |
| Yoder Wealth Management, Inc. | 0.30% | No change | 9,200 | $493K |
| Venture Visionary Partners LLC | 0.02% | Reduce -7.4% | 9,032 | $484K |
| World Investment Advisors | 0.02% | Reduce -51.5% | 9,056 | $483K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 9,000 | $483K |
| Park Avenue Securities LLC | 0.01% | New | 8,872 | $476K |
| Corient Private Wealth LP | 0.00% | Reduce -65.2% | 8,785 | $471K |
| Mattern Wealth Management LLC | 0.10% | No change | 8,714 | $467K |
| Strategic Financial Concepts, LLC | 0.15% | Reduce -97.9% | 8,586 | $460K |
| Private Client Services, LLC | 0.24% | Add +46.2% | 8,483 | $455K |
| Tilia Fiduciary Partners, Inc. | 0.31% | Reduce -19.5% | 8,394 | $450K |
| Summit Global Investments | 0.03% | Add +1.9% | 8,355 | $448K |
| Zhang Financial LLC | 0.03% | Add +3.2% | 8,268 | $443K |
| Topel & Distasi Wealth Management, LLC | 0.18% | No change | 8,233 | $442K |
| Pure Portfolios Holdings LLC | 0.17% | — | 8,207 | $440K |
| Destiny Wealth Partners, LLC | 0.08% | No change | 8,095 | $434K |
| Sheets Smith Wealth Management | 0.05% | Reduce -1.9% | 8,026 | $430K |
| ORG Partners LLC | 0.07% | Add +6.6% | 8,000 | $429K |
| Continuum Advisory, LLC | 0.05% | Add +121.8% | 16,415 | $428K |
| Benjamin Edwards Inc. | 0.01% | New | 7,902 | $424K |
| Equitable Holdings, Inc. | 0.00% | Reduce -53.5% | 7,891 | $423K |
| Farther Finance Advisors, LLC | 0.02% | Add +18.3% | 7,660 | $411K |
| Client 1ST Advisory Group, LLC | 0.16% | Reduce -18.5% | 7,640 | $410K |
| WFA of San Diego, LLC | 0.35% | Reduce -1.7% | 7,629 | $409K |
| Mason Investment Advisory Services, Inc. | 0.02% | Add +0.2% | 7,579 | $406K |
| CIBC Private Wealth Group LLC | 0.00% | Add +127.5% | 7,523 | $403K |
| WT Wealth Management | 0.13% | Reduce -34.0% | 15,009 | $398K |
| Barrett & Company, Inc. | 0.17% | No change | 7,351 | $394K |
| &partners | 0.01% | Reduce -66.8% | 7,296 | $389K |
| Wealth Group, Ltd. | 0.26% | Add +7.2% | 7,132 | $382K |
| Blair William & Co. | 0.00% | Reduce -44.1% | 7,090 | $380K |
| Integrated Advisors Network LLC | 0.02% | Add +0.0% | 7,061 | $379K |
| Mount Lucas Management LP | 0.13% | Add +4.3% | 14,017 | $376K |
| Center For Asset Management LLC | 0.22% | Add +144.5% | 14,014 | $376K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -29.4% | 6,928 | $372K |
| Investment Planning Advisors, Inc. | 0.19% | No change | 7,118 | $370K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -8.9% | 6,735 | $361K |
| Brighton Jones LLC | 0.01% | Reduce -24.9% | 6,724 | $361K |
| TD Private Client Wealth LLC | 0.01% | Add +1.0% | 6,707 | $360K |
| Prevail Innovative Wealth Advisors, LLC | 0.11% | New | 6,706 | $360K |
| Brookstone Capital Management | 0.01% | Add +40.2% | 6,609 | $354K |
| Hardy Reed LLC | 0.03% | No change | 6,603 | $354K |
| Duff & Phelps Investment Management Co. | 0.00% | No change | 6,600 | $354K |
| Spire Wealth Management | 0.01% | Reduce -44.4% | 6,584 | $353K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +0.3% | 6,505 | $349K |
| SGL Investment Advisors, Inc. | 0.18% | — | 13,214 | $345K |
| Lynx Investment Advisory | 0.25% | Add +13.9% | 6,408 | $344K |
| Gray Wealth Management Inc. | 0.13% | Add +27.8% | 6,192 | $332K |
| Atlas Wealth Partners, LLC | 0.50% | New | 6,157 | $330K |
| Stewardship Advisors, LLC | 0.09% | New | 6,057 | $325K |
| Coastwise Capital Group, LLC | 0.27% | Add +7.3% | 6,037 | $324K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.1% | 6,022 | $323K |
| Kavar Capital Partners Group, LLC | 0.05% | New | 6,017 | $323K |
| Canandaigua National Bank & Trust Co. | 0.03% | Add +0.2% | 5,976 | $320K |
| CWC Advisors, LLC. | 0.31% | — | 5,861 | $314K |
| Elios Financial Group Inc. | 0.14% | — | 5,787 | $310K |
| CoreCap Advisors, LLC | 0.01% | New | 5,662 | $304K |
| Covestor Ltd | 0.19% | Add +7.4% | 5,625 | $302K |
| Petra Financial Advisors Inc. | 0.20% | Add +5.0% | 5,630 | $302K |
| FWG Investments, LLC. | 0.26% | Add +12.8% | 5,619 | $301K |
| Armstrong Advisory Group, Inc. | 0.02% | Reduce -28.0% | 5,588 | $300K |
| Octavia Wealth Advisors, LLC | 0.04% | Reduce -1.0% | 5,566 | $299K |
| Smartleaf Asset Management LLC | 0.04% | Add +18.2% | 5,528 | $297K |
| Merit Financial Group, LLC | 0.01% | Add +14.8% | 5,518 | $296K |
| Addison Capital Co | 0.12% | Reduce -1.1% | 5,346 | $287K |
| Cornerstone Advisors Asset Management, LLC | 0.06% | Add +0.5% | 5,308 | $285K |
| Howard Bailey Securities, LLC | 0.11% | — | 5,305 | $285K |
| CWS Financial Advisors, LLC | 0.10% | Reduce -17.4% | 5,280 | $283K |
| Jones Financial Companies LLLP | 0.00% | Add +430.4% | 5,203 | $279K |
| Greenfield Seitz Capital Management, LLC | 0.10% | Reduce -3.7% | 5,202 | $279K |
| TPG Advisors LLC | 0.22% | Reduce -3.0% | 5,166 | $277K |
| Liberty Capital Management, Inc. | 0.06% | No change | 5,156 | $277K |
| Modern Wealth Management, LLC | 0.02% | Add +1.0% | 5,133 | $275K |
| Sound Stewardship, LLC | 0.15% | New | 5,120 | $275K |
| Vontobel Holding Ltd. | 0.00% | No change | 5,110 | $274K |
| Jackson Hole Capital Partners, LLC | 0.06% | No change | 5,091 | $273K |
| Simplicity Wealth,LLC | 0.02% | Add +6.7% | 5,016 | $269K |
| VPR Management LLC | 0.09% | No change | 5,000 | $268K |
| Parkside Financial Bank & Trust | 0.04% | No change | 5,000 | $268K |
| Hardin Capital Partners, LLC | 0.15% | No change | 5,034 | $268K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -37.1% | 4,973 | $267K |
| Quadcap Wealth Management, LLC | 0.04% | Reduce -17.1% | 4,761 | $255K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -38.7% | 4,754 | $255K |
| Clearview Wealth Advisors LLC | 0.19% | Add +17.8% | 4,673 | $251K |
| Alhambra Investment Management LLC | 0.13% | No change | 4,646 | $249K |
| Cypress Wealth Services, LLC | 0.05% | Reduce -56.7% | 4,610 | $247K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -42.2% | 4,573 | $243K |
| Red Wave Investments LLC | 0.08% | No change | 4,473 | $240K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +32.6% | 8,822 | $237K |
| Pinnacle Wealth Management Group, Inc. | 0.15% | Reduce -26.7% | 4,400 | $236K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +8.7% | 4,399 | $236K |
| Kingdom Financial Group LLC. | 0.18% | Reduce -15.6% | 4,369 | $234K |
| Guardian Financial Partners, LLC | 0.15% | Reduce -12.0% | 4,364 | $234K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -17.4% | 4,322 | $232K |
| Moneco Advisors, LLC | 0.03% | Reduce -27.8% | 4,306 | $231K |
| HCR Wealth Advisors | 0.03% | Reduce -96.4% | 4,241 | $227K |
| UMB Bank, n.a. | 0.00% | No change | 4,208 | $226K |
| EP Wealth Advisors, LLC | 0.00% | Add +7.6% | 4,205 | $225K |
| Parallel Advisors, LLC | 0.01% | Add +92.5% | 4,178 | $224K |
| Cresset Asset Management, LLC | 0.00% | Reduce -34.2% | 4,167 | $223K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 4,157 | $223K |
| Mayflower Financial Advisors, LLC | 0.03% | Reduce -6.2% | 4,144 | $222K |
| Vista Capital Partners, Inc. | 0.03% | Reduce -13.0% | 4,141 | $222K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -11.0% | 4,103 | $220K |
| Tempus Wealth Planning, LLC | 0.08% | Reduce -1.5% | 4,091 | $219K |
| Formidable Asset Management, LLC | 0.04% | Reduce -69.9% | 4,083 | $219K |
| Cannell & Spears LLC | 0.00% | New | 4,080 | $219K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.05% | Reduce -0.9% | 4,057 | $218K |
| Jmac Enterprises LLC | 0.03% | Reduce -1.9% | 4,045 | $217K |
| Berger Financial Group, Inc | 0.02% | No change | 4,027 | $216K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 4,002 | $215K |
| Blume Capital Management, Inc. | 0.05% | No change | 4,000 | $215K |
| Larson Financial Group LLC | 0.01% | Reduce -31.5% | 3,899 | $209K |
| Madden Advisory Services, Inc. | 0.10% | New | 3,891 | $209K |
| Vantage Financial Partners, LLC | 0.05% | New | 3,862 | $207K |
| Onyx Financial Advisors, LLC | 0.11% | New | 3,817 | $205K |
| LBMC Investment Advisors, LLC | 0.02% | New | 3,817 | $205K |
| WealthBridge Capital Management, LLC | 0.06% | New | 3,790 | $203K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +1.6% | 3,782 | $203K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 3,758 | $202K |
| Kestra Investment Management, LLC | 0.01% | Reduce -98.6% | 3,752 | $201K |
| Iron Horse Wealth Management, LLC | 0.06% | Reduce -23.5% | 3,273 | $176K |
| Richardson Financial Services Inc. | 0.11% | No change | 3,305 | $172K |
| Whittier Trust Co. | 0.00% | No change | 3,127 | $168K |
| Glen Eagle Advisors, LLC | 0.03% | Reduce -20.7% | 3,101 | $166K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -45.5% | 3,000 | $161K |
| Beacon Capital Management, LLC | 0.02% | Reduce -1.9% | 2,945 | $158K |
| Birchbrook, Inc. | 0.09% | Reduce -18.2% | 2,906 | $156K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Add +15.5% | 2,864 | $154K |
| Cwm, LLC | 0.00% | Add +13.9% | 2,810 | $151K |
| Caitlin John, LLC | 0.09% | Add +100.0% | 5,432 | $142K |
| Ballast Advisors LLC | 0.04% | Reduce -0.3% | 2,577 | $138K |
| NBT Bank, N.A. | 0.01% | New | 2,553 | $137K |
| Chesapeake Asset Management LLC | 0.12% | Add +6.9% | 2,527 | $136K |
| Bristlecone Advisors, LLC | 0.01% | No change | 2,402 | $129K |
| Aptus Capital Advisors, LLC | 0.00% | Add +8.9% | 4,782 | $128K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -0.1% | 2,351 | $126K |
| Smithfield Trust Co | 0.01% | No change | 2,234 | $119K |
| Ancora Advisors LLC | 0.00% | No change | 2,215 | $119K |
| Atlas Capital Advisors Inc. | 0.02% | Add +34.1% | 2,182 | $117K |
| Roble, Belko & Company, Inc | 0.02% | No change | 2,167 | $116K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -47.7% | 2,046 | $110K |
| Fairscale Capital, LLC | 0.09% | No change | 2,000 | $107K |
| Trust Co. of Vermont | 0.01% | No change | 1,966 | $105K |
| Allworth Financial LP | 0.00% | Reduce -28.3% | 1,953 | $105K |
| Olistico Wealth, LLC | 0.06% | Reduce -37.9% | 1,948 | $105K |
| AlphaCentric Advisors LLC | 0.08% | Reduce -0.6% | 1,885 | $101K |
| Headlands Technologies LLC | 0.01% | No change | 1,884 | $101K |
| Raleigh Capital Management Inc. | 0.04% | Add +6.1% | 1,816 | $97K |
| Franklin Resources Inc. | 0.00% | Add +1.0% | 3,656 | $97K |
| Pacifica Partners Inc. | 0.03% | No change | 1,538 | $82K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.2% | 1,456 | $78K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -0.8% | 1,303 | $70K |
| Cordant, Inc. | 0.04% | No change | 1,296 | $70K |
| Front Row Advisors LLC | 0.02% | Reduce -17.9% | 1,256 | $67K |
| Cape Investment Advisory, Inc. | 0.03% | Add +15.8% | 1,216 | $65K |
| Earned Wealth Advisors, LLC | 0.02% | New | 1,182 | $63K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +9.9% | 1,163 | $62K |
| Clearstead Trust, LLC | 0.01% | No change | 1,000 | $54K |
| Private Trust Co. NA | 0.01% | No change | 1,000 | $54K |
| Bank of Montreal | 0.00% | Reduce -93.7% | 973 | $52K |
| Contravisory Investment Management, Inc. | 0.01% | Reduce -3.7% | 932 | $50K |
| Pflug Koory, LLC | 0.00% | — | 928 | $50K |
| Investors Research Corp | 0.01% | No change | 923 | $50K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +0.7% | 857 | $46K |
| Colonial Trust Co / SC | 0.01% | No change | 800 | $43K |
| NorthRock Partners, LLC | 0.00% | Reduce -37.2% | 1,471 | $42K |
| S.A. Mason LLC | 0.02% | No change | 760 | $41K |
| First Community Trust NA | 0.03% | No change | 700 | $38K |
| Pathway Financial Advisers, LLC | 0.02% | Add +0.9% | 643 | $35K |
| Sandy Spring Bank | 0.00% | Add +350.0% | 630 | $34K |
| Independence Bank of Kentucky | 0.01% | No change | 600 | $32K |
| Lanark Financial, Inc. | 0.00% | No change | 615 | $32K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 564 | $30K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 562 | $30K |
| Salem Investment Counselors Inc. | 0.00% | Add +2.4% | 551 | $30K |
| Community Bank, N.A. | 0.00% | Reduce -83.1% | 526 | $28K |
| Northwest Capital Management Inc | 0.01% | No change | 502 | $27K |
| Transcendent Capital Group LLC | 0.01% | Reduce -52.1% | 494 | $26K |
| Bogart Wealth, LLC | 0.00% | Add +0.2% | 489 | $26K |
| AlphaCore Capital LLC | 0.01% | Add +403.4% | 448 | $24K |
| Richardson Capital Management LLC | 0.02% | Add +0.9% | 428 | $23K |
| Hexagon Capital Partners LLC | 0.00% | No change | 425 | $23K |
| Peterson Financial Group, Inc. | 0.09% | New | 421 | $23K |
| Howe & Rusling Inc. | 0.00% | Reduce -26.0% | 416 | $22K |
| Mather Group, Llc. | 0.00% | Add +384.5% | 407 | $22K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 392 | $21K |
| Carmichael Hill & Associates, Inc. | 0.01% | Reduce -30.2% | 391 | $21K |
| Asset Dedication, LLC | 0.00% | No change | 382 | $20K |
| Sound Income Strategies, LLC | 0.00% | Add +144.2% | 381 | $20K |
| WealthShield Partners, LLC | 0.00% | No change | 377 | $20K |
| Delta Asset Management LLC | 0.00% | No change | 366 | $20K |
| Sage Mountain Advisors LLC | 0.00% | Add +757.1% | 360 | $19K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +0.9% | 341 | $18K |
| SJS Investment Consulting Inc. | 0.00% | No change | 319 | $17K |
| Castleview Partners, LLC | 0.01% | Add +16.5% | 310 | $17K |
| REAP Financial Group, LLC | 0.00% | Reduce -20.3% | 307 | $16K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -25.7% | 303 | $16K |
| Chilton Capital Management LLC | 0.00% | Add +1.1% | 290 | $16K |
| Davis Capital Management | 0.01% | No change | 287 | $15K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 275 | $15K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +123.3% | 268 | $14K |
| Hanson & Doremus Investment Management | 0.00% | Reduce -80.4% | 269 | $14K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 257 | $14K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 239 | $13K |
| Bangor Savings Bank | 0.00% | Reduce -60.4% | 237 | $13K |
| WR Wealth Planners, LLC | 0.00% | Reduce -10.8% | 230 | $12K |
| Key Financial Inc | 0.00% | No change | 213 | $11K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 205 | $11K |
| Bokf, NA | 0.00% | No change | 199 | $11K |
| Crewe Advisors LLC | 0.00% | Reduce -3.0% | 191 | $10K |
| Grey Ledge Advisors, LLC | 0.00% | New | 187 | $10K |
| Planned Solutions, Inc. | 0.00% | New | 176 | $9K |
| Creekmur Asset Management LLC | 0.00% | Add +1.2% | 170 | $9K |
| Archer Investment Corp | 0.00% | Add +0.6% | 164 | $9K |
| Kimelman & Baird, LLC | 0.00% | No change | 157 | $8K |
| Clarkston Capital Partners, LLC | 0.00% | No change | 155 | $8K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +75.9% | 153 | $8K |
| Keener Financial Planning LLC | 0.01% | Reduce -32.2% | 164 | $8K |
| Avion Wealth | 0.00% | No change | 162 | $8K |
| Clearstead Advisors, LLC | 0.00% | Add +0.7% | 148 | $8K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 137 | $7K |
| Tompkins Financial Corp. | 0.00% | Reduce -19.6% | 135 | $7K |
| AlphaMark Advisors, LLC | 0.00% | No change | 138 | $7K |
| Caldwell Trust Co | 0.00% | No change | 130 | $7K |
| Cornerstone Planning Group LLC | 0.00% | Add +100.0% | 260 | $7K |
| Main Street Group, LTD | 0.00% | Add +0.8% | 119 | $6K |
| Wagner Wealth Management, LLC | 0.00% | Add +10.9% | 112 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 109 | $6K |
| Private Capital Management LLC | 0.00% | Add +58.8% | 108 | $6K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 108 | $6K |
| Marquette Asset Management, LLC | 0.00% | New | 101 | $5K |
| Ridgewood Investments LLC | 0.00% | No change | 100 | $5K |
| Blue Trust, Inc. | 0.00% | Add +83.9% | 103 | $5K |
| Founders Financial Alliance, LLC | 0.00% | No change | 97 | $5K |
| First Horizon Advisors, Inc. | 0.00% | Add +1.1% | 89 | $5K |
| Pineridge Advisors LLC | 0.00% | Add +19.4% | 86 | $5K |
| City State Bank | 0.00% | New | 83 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -8.8% | 83 | $4K |
| Eastern Bank | 0.00% | New | 80 | $4K |
| Northwest Financial Advisors | 0.00% | New | 80 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 76 | $4K |
| Horrell Capital Management, Inc. | 0.00% | No change | 82 | $4K |
| Signaturefd, LLC | 0.00% | Reduce -82.8% | 73 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 66 | $4K |
| BNP Paribas Financial Markets | 0.00% | Reduce -97.6% | 66 | $4K |
| Alaska Wealth Advisors, LLC | 0.00% | No change | 61 | $3K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -37.5% | 55 | $3K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 53 | $3K |
| Tucker Asset Management LLC | 0.00% | New | 48 | $3K |
| Wiser Advisor Group LLC | 0.00% | Reduce -57.0% | 46 | $2K |
| FAS Wealth Partners, Inc. | 0.00% | New | 45 | $2K |
| Northwest Investment Counselors, LLC | 0.00% | New | 41 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 39 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 34 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 31 | $2K |
| Truvestments Capital 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 |
| Ashton Thomas Securities, LLC | 0.00% | New | 25 | $1K |
| Hobbs Group Advisors, LLC | 0.00% | Add +4.3% | 24 | $1K |
| NWK Group, Inc. | 0.00% | No change | 19 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 12 | $1K |
| NewSquare Capital LLC | 0.00% | No change | 15 | $804 |
| Mfa Wealth Advisors, LLC | 0.00% | Reduce -18.2% | 9 | $463 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 8 | $430 |
| National Bank of Canada | 0.00% | Reduce -96.7% | 15 | $402 |
| Lindbrook Capital, LLC | 0.00% | New | 5 | $268 |
| Ascentis Independent Advisors | 0.00% | New | 5 | $268 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 4 | $215 |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -96.8% | 8 | $212 |
| Darwin Wealth Management, LLC | 0.00% | New | 3 | $161 |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 3 | $161 |
| Abound Wealth Management | 0.00% | New | 2 | $108 |
| St Germain D J Co. Inc. | 0.00% | No change | 1 | $63 |
| LGT Financial Advisors LLC | 0.00% | Reduce -99.8% | 1 | $41 |
| Simplex Trading, LLC | 0.00% | Reduce -85.1% | 11 | $0 |
"% 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.