Schwab Intermediate-Term USSCHRETF
13F holders, Q1 2024 (March 31)371holders
2famous investors
$49.05avg. 13F price*
At the end of Q1 2024, 371 institutions reported holding Schwab Intermediate-Term US (SCHR) in their 13F filings. The largest holders were Charles Schwab Investment Advisory, Inc. ($4.0B), Royal Bank of Canada ($570.4M) and Ameriprise Financial Inc. ($213.5M). 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 Intermediate-Term US
- CUSIP
- 808524854
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $19.6M |
| Exits | 49 | $94.3M |
Ownership 371 holders
| Charles Schwab Investment Advisory, Inc. | 5.46% | Add +1.9% | 81,034,760 | $4.0B |
| Royal Bank of Canada | 0.14% | Add +12.7% | 11,629,479 | $570.4M |
| Ameriprise Financial Inc. | 0.06% | Add +24.0% | 4,352,571 | $213.5M |
| Stifel Financial Corp. | 0.20% | Add +22.7% | 3,599,302 | $176.5M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -10.5% | 2,312,464 | $113.4M |
| Crane Advisory, LLC | 14.66% | Add +223.4% | 1,491,511 | $72.7M |
| State Street Corp. | 0.00% | No change | 1,450,000 | $71.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -27.9% | 1,323,902 | $64.9M |
| Creative Planning | 0.07% | Reduce -18.7% | 1,288,837 | $63.2M |
| Pacific Sage Partners, LLC | 15.74% | Add +0.5% | 1,239,101 | $60.8M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +3.8% | 1,000,844 | $49.1M |
| Intelligence Driven Advisers, LLC | 7.14% | Add +244.8% | 984,558 | $48.3M |
| Avidian Wealth Enterprises, LLC | 2.51% | Add +94.2% | 956,875 | $46.9M |
| Cornerstone Wealth Advisors, Inc. | 13.37% | Add +5.8% | 884,987 | $43.4M |
| Madison Asset Management, LLC | 0.48% | Add +49.1% | 791,930 | $38.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -35.5% | 777,904 | $38.2M |
| Allspring Global Investments Holdings, LLC | 0.06% | No change | 722,037 | $35.4M |
| Northwest Capital Management Inc | 11.14% | Reduce -8.1% | 709,894 | $34.8M |
| Moisand Fitzgerald Tamayo, LLC | 5.23% | Add +9.1% | 696,828 | $34.2M |
| Cwm, LLC | 0.17% | Reduce -9.5% | 694,206 | $34.1M |
| Resonant Capital Advisors, LLC | 2.87% | Add +9.6% | 684,007 | $33.6M |
| Clearstead Advisors, LLC | 1.48% | Add +21.5% | 616,985 | $29.8M |
| Busey Bank | 1.05% | Reduce -6.6% | 602,283 | $29.5M |
| Allworth Financial LP | 0.21% | Reduce -2.4% | 599,981 | $29.4M |
| Bank of America Corp. | 0.00% | Add +11.0% | 572,224 | $28.1M |
| Foster & Motley Inc. | 1.72% | Add +7.2% | 508,010 | $24.9M |
| West Coast Financial LLC | 3.01% | Add +33.9% | 506,227 | $24.8M |
| FLC Capital Advisors | 6.21% | Add +1.3% | 501,382 | $24.6M |
| Your Advocates Ltd., LLP | 9.76% | Reduce -3.7% | 471,308 | $23.1M |
| WestHill Financial Advisors, Inc. | 5.63% | Add +5.5% | 466,480 | $22.9M |
| Morgan Stanley | 0.00% | Reduce -4.2% | 466,338 | $22.9M |
| HC Advisors, LLC | 10.88% | Add +51.8% | 465,327 | $22.8M |
| Galvin, Gaustad & Stein, LLC | 2.10% | Add +6.5% | 458,654 | $22.5M |
| First National Trust Co | 0.89% | Add +17.5% | 444,365 | $21.8M |
| Bouchey Financial Group, Ltd. | 2.10% | Add +13.8% | 435,637 | $21.4M |
| Beacon Wealthcare LLC | 9.62% | Add +13.7% | 429,890 | $21.1M |
| Greenline Partners, LLC | 2.90% | Reduce -7.6% | 371,085 | $18.2M |
| LPL Financial LLC | 0.01% | Add +18.2% | 345,591 | $17.0M |
| Lake Street Advisors Group, LLC | 0.75% | Reduce -5.8% | 326,646 | $16.0M |
| Tradition Wealth Management, LLC | 1.62% | Add +8.9% | 325,797 | $16.0M |
| AlphaStar Capital Management, LLC | 1.61% | Add +6.5% | 320,067 | $15.7M |
| BlackRock Inc. | 0.00% | Add +16.3% | 316,713 | $15.5M |
| Stokes Family Office, LLC | 1.87% | Add +31.9% | 305,107 | $15.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.2% | 304,875 | $15.0M |
| Morningstar Investment Services LLC | 0.15% | Reduce -50.6% | 286,153 | $14.1M |
| DAVENPORT & Co LLC | 0.09% | Add +9.4% | 279,410 | $13.7M |
| Marshall Financial Group, LLC | 3.74% | Add +15.9% | 265,019 | $13.0M |
| Cetera Investment Advisers | 0.03% | Add +348.1% | 260,537 | $12.8M |
| Sequoia Financial Advisors, LLC | 0.16% | Add +0.3% | 258,929 | $12.7M |
| Tradewinds Capital Management, LLC | 3.26% | Add +30183.0% | 240,750 | $11.8M |
| Franklin Resources Inc. | 0.00% | Add +6.9% | 232,617 | $11.4M |
| Wells Fargo & Company | 0.00% | Reduce -18.2% | 219,086 | $10.7M |
| Altiora Financial Group, LLC | 2.84% | Reduce -5.6% | 213,511 | $10.5M |
| GenTrust, LLC | 0.62% | Reduce -0.9% | 205,555 | $10.1M |
| SWS Partners | 2.99% | Add +2.5% | 203,565 | $10.0M |
| Mariner, LLC | 0.02% | Add +12.7% | 190,148 | $9.3M |
| Morton Brown Family Wealth, LLC | 3.81% | Add +2.4% | 188,225 | $9.2M |
| McAdam, LLC | 0.59% | Add +11.5% | 188,180 | $9.2M |
| Kingsview Wealth Management, LLC | 0.22% | Reduce -1.6% | 177,569 | $8.7M |
| Bank of Montreal | 0.00% | Add +11.9% | 172,233 | $8.4M |
| Advisory Alpha, LLC | 0.34% | Add +50.7% | 169,393 | $8.3M |
| Sentinel Pension Advisors, LLC | 1.50% | Add +225.7% | 142,713 | $7.0M |
| Oakwell Private Wealth Management, LLC | 2.09% | Add +14.6% | 139,951 | $6.9M |
| Darrow Company, Inc. | 4.45% | Add +58.0% | 138,728 | $6.8M |
| One Degree Advisors Inc | 3.21% | Reduce -0.2% | 131,479 | $6.5M |
| Focus Financial Network, Inc. | 0.31% | — | 132,921 | $6.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +276.9% | 127,869 | $6.3M |
| CreativeOne Wealth, LLC | 0.25% | Add +2.0% | 127,651 | $6.3M |
| Libra Wealth LLC | 2.70% | Reduce -0.3% | 125,435 | $6.2M |
| Exencial Wealth Advisors, LLC | 0.22% | Add +25.9% | 122,044 | $6.0M |
| Independent Solutions Wealth Management, LLC | 1.37% | Add +9.8% | 117,510 | $5.8M |
| Fiduciary Alliance LLC | 1.02% | Add +37.5% | 118,505 | $5.8M |
| Empowered Funds, LLC | 0.10% | New | 111,638 | $5.5M |
| LexAurum Advisors, LLC | 1.36% | Reduce -9.5% | 109,348 | $5.4M |
| Buckingham Strategic Wealth, LLC | 0.05% | Add +1.9% | 100,570 | $4.9M |
| Advocate Group LLC | 0.98% | Add +35.1% | 100,402 | $4.9M |
| Myecfo, LLC | 2.73% | Add +2.8% | 95,089 | $4.7M |
| Christensen, King & Associates Investment Services, Inc. | 2.29% | Add +1.3% | 93,501 | $4.6M |
| Heritage Wealth Management, Inc. | 4.33% | Add +7.8% | 88,832 | $4.4M |
| Walkner Condon Financial Advisors LLC | 0.89% | Add +18.4% | 85,600 | $4.2M |
| Benjamin F. Edwards & Company, Inc. | 0.08% | Reduce -17.8% | 85,230 | $4.2M |
| GenWealth Group, Inc. | 1.05% | Add +16.1% | 84,680 | $4.2M |
| Modus Advisors, LLC | 1.46% | Add +9.4% | 80,208 | $3.9M |
| Passive Capital Management, LLC. | 1.51% | Reduce -2.3% | 78,904 | $3.9M |
| Valmark Advisers, Inc. | 0.07% | Add +0.9% | 78,521 | $3.9M |
| Hilltop Partners LLC | 1.36% | Add +5.7% | 77,473 | $3.8M |
| RKL Wealth Management LLC | 0.35% | Add +1.1% | 71,533 | $3.5M |
| UBS Group AG | 0.00% | Reduce -11.0% | 71,399 | $3.5M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -47.4% | 70,231 | $3.4M |
| Stratos Wealth Advisors, LLC | 0.20% | Add +30.5% | 70,025 | $3.4M |
| Upper Left Wealth Management, LLC | 3.16% | Reduce -22.2% | 69,462 | $3.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -88.0% | 68,185 | $3.3M |
| Spire Wealth Management | 0.06% | Add +0.8% | 67,725 | $3.3M |
| PAX Financial Group, LLC | 0.67% | Reduce -11.8% | 67,643 | $3.3M |
| WealthCare Investment Partners, LLC | 1.58% | Add +9.3% | 66,748 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +20.6% | 66,084 | $3.2M |
| MML Investors Services, LLC | 0.01% | Reduce -13.1% | 65,780 | $3.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.4% | 65,528 | $3.2M |
| HighTower Advisors, LLC | 0.01% | Add +4.4% | 65,200 | $3.2M |
| Meridian Management Co. | 0.87% | Reduce -3.6% | 65,005 | $3.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -48.9% | 64,907 | $3.2M |
| Jones Financial Companies LLLP | 0.00% | Add +22.9% | 58,964 | $2.9M |
| Raymond James & Associates | 0.00% | Reduce -9.1% | 58,354 | $2.9M |
| IHT Wealth Management, LLC | 0.11% | Add +407.4% | 57,618 | $2.8M |
| SYM FINANCIAL Corp | 0.46% | Add +16.4% | 56,912 | $2.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.6% | 56,019 | $2.7M |
| PrairieView Partners, LLC | 0.31% | Reduce -3.7% | 55,851 | $2.7M |
| Mendota Financial Group, LLC | 1.60% | Add +124.2% | 55,856 | $2.7M |
| W.H. Cornerstone Investments Inc. | 1.96% | Add +93.5% | 55,337 | $2.7M |
| AE Wealth Management LLC | 0.03% | Reduce -0.1% | 54,607 | $2.7M |
| Columbus Macro, LLC | 0.99% | Add +2.5% | 53,276 | $2.6M |
| Waverly Advisors, LLC | 0.06% | Add +5.3% | 49,574 | $2.4M |
| Meritage Portfolio Management | 0.15% | Reduce -6.6% | 49,017 | $2.4M |
| Hendershot Investments Inc. | 0.34% | Reduce -41.0% | 48,416 | $2.4M |
| Brookstone Capital Management | 0.04% | Reduce -11.0% | 47,491 | $2.3M |
| Freedom Investment Management, Inc. | 0.19% | Reduce -14.4% | 47,273 | $2.3M |
| Financial Consulate, Inc. | 0.67% | Reduce -1.9% | 46,179 | $2.3M |
| Salem Investment Counselors Inc. | 0.07% | Reduce -0.8% | 46,165 | $2.3M |
| TD Private Client Wealth LLC | 0.07% | Add +2.1% | 44,508 | $2.2M |
| Financial & Tax Architects, LLC | 0.60% | New | 44,444 | $2.2M |
| Comerica Bank | 0.01% | Reduce -1.9% | 42,626 | $2.1M |
| Vise Technologies, Inc. | 0.41% | Reduce -5.6% | 42,130 | $2.1M |
| SeaCrest Wealth Management, LLC | 0.25% | Reduce -9.7% | 41,265 | $2.0M |
| Merit Financial Group, LLC | 0.05% | Reduce -42.5% | 41,844 | $2.0M |
| Ausdal Financial Partners, Inc. | 0.23% | Add +5.2% | 40,955 | $2.0M |
| Inspire Advisors, LLC | 0.27% | Add +37.3% | 40,336 | $2.0M |
| MilWealth Group LLC | 0.62% | No change | 39,786 | $2.0M |
| Harvest Portfolios Group Inc. | 0.07% | New | 38,481 | $1.9M |
| Diligent Investors, LLC | 0.47% | Reduce -22.1% | 37,994 | $1.9M |
| Kathleen S. Wright Associates Inc. | 0.88% | Reduce -1.5% | 37,973 | $1.9M |
| SageView Advisory Group, LLC | 0.09% | New | 24,764 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -72.3% | 35,602 | $1.7M |
| Barden Capital Management, Inc. | 1.69% | Reduce -16.2% | 35,585 | $1.7M |
| Addison Advisors LLC | 0.59% | Add +50.7% | 35,165 | $1.7M |
| Cambridge Associates LLC /Ma/ | 0.09% | Add +41.3% | 34,744 | $1.7M |
| Financial Counselors Inc. | 0.03% | Reduce -90.9% | 33,967 | $1.7M |
| WT Wealth Management | 0.59% | Add +226.9% | 33,901 | $1.7M |
| Kaizen Financial Strategies | 1.10% | Reduce -43.3% | 32,930 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Add +15.8% | 32,843 | $1.6M |
| Blair William & Co. | 0.01% | Add +5.2% | 32,388 | $1.6M |
| Commerce Bank | 0.01% | No change | 31,450 | $1.5M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Reduce -91.0% | 29,676 | $1.5M |
| North Ridge Wealth Advisors, Inc. | 1.12% | Add +0.5% | 29,386 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -1.5% | 29,009 | $1.4M |
| Mendel Capital Management LLC | 0.94% | Add +2.3% | 28,818 | $1.4M |
| National Bank of Canada | 0.00% | Reduce -0.8% | 29,231 | $1.4M |
| Lincoln National Corp. | 0.02% | Add +33.7% | 28,402 | $1.4M |
| Successful Portfolios LLC | 0.87% | Add +8.0% | 25,891 | $1.3M |
| Trust Point Inc. | 0.10% | Reduce -27.0% | 25,474 | $1.2M |
| Citadel Advisors | 0.00% | New | 25,096 | $1.2M |
| Prevail Innovative Wealth Advisors, LLC | 0.45% | New | 24,567 | $1.2M |
| Hutchinson Capital Management | 0.24% | Reduce -7.1% | 23,975 | $1.2M |
| Asset Management Group, Inc. | 0.18% | Add +0.6% | 23,866 | $1.2M |
| Csenge Advisory Group | 0.06% | Reduce -4.1% | 23,511 | $1.2M |
| Bangor Savings Bank | 0.12% | Reduce -1.1% | 23,175 | $1.1M |
| Econ Financial Services Corp | 0.70% | Add +103.4% | 23,057 | $1.1M |
| Venture Visionary Partners LLC | 0.05% | Add +0.6% | 22,338 | $1.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -11.1% | 22,267 | $1.1M |
| Foundations Investment Advisors, LLC | 0.03% | New | 21,803 | $1.1M |
| Tennessee Valley Asset Management Partners | 0.24% | Add +5.3% | 20,387 | $1000K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -51.7% | 20,332 | $997K |
| Principal Securities, Inc. | 0.03% | Add +9.6% | 20,280 | $995K |
| Apollon Wealth Management, LLC | 0.03% | Reduce -18.3% | 19,808 | $972K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -84.5% | 19,150 | $939K |
| ETF Store, Inc. | 0.53% | Add +0.9% | 18,860 | $925K |
| SignalPoint Asset Management, LLC | 0.24% | Reduce -4.4% | 18,026 | $884K |
| Wealthspire Retirement, LLC | 0.08% | Add +0.5% | 17,849 | $875K |
| Manhattan West Asset Management, LLC | 0.20% | Reduce -61.2% | 17,421 | $855K |
| Charles Schwab Trust Co | 0.08% | Add +12.8% | 17,293 | $848K |
| Horizon Financial Services, LLC | 0.54% | Reduce -25.4% | 17,124 | $840K |
| Foster Group, Inc. | 0.04% | Reduce -19.0% | 16,720 | $820K |
| WNY Asset Management, LLC | 0.12% | Reduce -8.3% | 15,397 | $755K |
| Concourse Financial Group Securities, Inc. | 0.05% | Reduce -51.0% | 15,383 | $755K |
| Sandy Spring Bank | 0.03% | Add +1279.0% | 15,265 | $749K |
| Equita Financial Network, Inc. | 0.33% | Reduce -44.2% | 14,999 | $736K |
| Mercer Global Advisors Inc. | 0.00% | Add +64.0% | 14,833 | $728K |
| Old Mission Capital LLC | 0.02% | New | 14,818 | $727K |
| Retirement Group, LLC | 0.26% | Reduce -4.1% | 14,652 | $719K |
| Corient Private Wealth LP | 0.00% | Add +8.4% | 14,606 | $716K |
| EverSource Wealth Advisors, LLC | 0.06% | Add +0.3% | 14,840 | $711K |
| Cobblestone Capital Advisors LLC | 0.04% | Reduce -47.9% | 14,457 | $709K |
| OneDigital Investment Advisors LLC | 0.01% | Add +22.9% | 14,450 | $709K |
| Park Avenue Securities LLC | 0.01% | Reduce -11.0% | 14,278 | $700K |
| Captrust Financial Advisors | 0.00% | Add +37.4% | 14,153 | $694K |
| RHS Financial, LLC | 0.40% | Reduce -9.6% | 13,853 | $679K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -1.8% | 13,779 | $676K |
| OneAscent Financial Services LLC | 0.07% | Reduce -0.7% | 13,728 | $673K |
| Cerity Partners LLC | 0.00% | New | 13,562 | $665K |
| JFG Wealth Management, LLC | 0.18% | Add +21.0% | 13,344 | $655K |
| Tortoise Investment Management, LLC | 0.08% | Reduce -6.0% | 12,926 | $634K |
| Sigma Planning Corp | 0.02% | Add +184.7% | 12,650 | $621K |
| Moors & Cabot, Inc. | 0.03% | Add +63.3% | 12,278 | $602K |
| Fagan Associates, Inc. | 0.11% | Add +0.0% | 12,037 | $590K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +15.7% | 11,962 | $587K |
| Vision Capital Management, Inc. | 0.09% | Reduce -2.1% | 11,828 | $580K |
| Dakota Wealth Management | 0.01% | Reduce -7.8% | 11,672 | $573K |
| Avantax Advisory Services, Inc. | 0.01% | Add +55.9% | 11,640 | $571K |
| Legacy PCG, LLC | 0.36% | No change | 11,590 | $568K |
| Rockbridge Investment Management, LCC | 0.08% | Reduce -9.8% | 11,255 | $552K |
| FirstPurpose Wealth LLC | 0.20% | Reduce -10.5% | 11,410 | $548K |
| Noble Family Wealth, LLC | 0.15% | Reduce -9.1% | 10,788 | $529K |
| Private Advisor Group, LLC | 0.00% | Reduce -89.2% | 10,567 | $518K |
| Twele Capital Management, Inc. | 0.12% | Add +7.3% | 10,557 | $518K |
| Tran Capital Management, L.P. | 0.06% | Reduce -59.1% | 10,141 | $497K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +112.8% | 10,000 | $491K |
| Qube Research & Technologies Ltd | 0.00% | No change | 9,968 | $489K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -58.9% | 9,934 | $487K |
| Johnson Financial Group, LLC | 0.06% | Add +13.1% | 9,542 | $468K |
| Lederer & Associates Investment Counsel | 0.31% | Add +4.1% | 9,232 | $453K |
| HB Wealth Management, LLC | 0.01% | Reduce -2.3% | 9,221 | $452K |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.4% | 9,195 | $451K |
| Integrated Advisors Network LLC | 0.02% | Reduce -0.7% | 9,160 | $449K |
| Ridgewood Investments LLC | 0.24% | Add +45.4% | 9,131 | $448K |
| Focus Partners Wealth | 0.00% | No change | 9,072 | $445K |
| Betterment LLC | 0.00% | Add +4.3% | 8,989 | $441K |
| Aspect Partners, LLC | 0.35% | Reduce -1.1% | 8,955 | $439K |
| Goodman Financial Corp | 0.10% | New | 8,761 | $430K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +6.8% | 8,697 | $426K |
| West Paces Advisors Inc. | 0.11% | Reduce -2.8% | 8,615 | $423K |
| Milestone Investment Advisors LLC | 0.11% | Reduce -42.6% | 8,599 | $422K |
| FC Advisory LLC | 0.15% | Reduce -3.2% | 8,502 | $417K |
| TSA Wealth Managment LLC | 0.18% | No change | 8,497 | $417K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +3.2% | 8,122 | $398K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -2.4% | 8,020 | $393K |
| Sonoma Private Wealth LLC | 0.63% | Add +61.3% | 8,009 | $393K |
| Prudential Financial Inc. | 0.00% | Reduce -12.7% | 7,885 | $387K |
| Koshinski Asset Management, Inc. | 0.04% | New | 7,700 | $378K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -1.0% | 7,603 | $373K |
| Savvy Advisors, Inc. | 0.21% | Add +40.6% | 7,524 | $369K |
| HBW Advisory Services LLC | 0.07% | No change | 7,304 | $363K |
| WBH Advisory Inc. | 0.04% | Reduce -49.8% | 7,087 | $348K |
| StoneX Group Inc. | 0.03% | Add +4.6% | 6,825 | $335K |
| Family Investment Center, Inc. | 0.11% | Add +0.6% | 6,790 | $333K |
| Flputnam Investment Management Co. | 0.01% | Reduce -2.1% | 6,608 | $324K |
| Compound Planning, Inc. | 0.03% | New | 6,556 | $322K |
| Patten & Patten Inc. | 0.02% | New | 6,409 | $314K |
| Wade Financial Advisory, Inc | 0.11% | Add +0.2% | 6,306 | $309K |
| Fisher Asset Management | 0.00% | Reduce -20.7% | 6,252 | $307K |
| Absolute Capital Management, LLC | 0.19% | Reduce -4.2% | 6,172 | $303K |
| Allen Capital Group, LLC | 0.04% | Add +37.4% | 6,136 | $301K |
| Hilton Capital Management, LLC | 0.03% | Reduce -99.4% | 6,100 | $299K |
| Chicago Partners Investment Group LLC | 0.01% | New | 6,069 | $292K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 5,754 | $282K |
| Worth Asset Management, LLC | 0.17% | Reduce -36.0% | 5,638 | $277K |
| Pacific Financial Group Inc. | 0.19% | New | 5,548 | $272K |
| Evanson Asset Management, LLC | 0.02% | Add +0.6% | 5,291 | $260K |
| UMB Bank, n.a. | 0.00% | Add +38.0% | 5,267 | $258K |
| Bristlecone Advisors, LLC | 0.02% | Add +0.5% | 5,224 | $256K |
| Empower Advisory Group, LLC | 0.00% | Add +0.8% | 5,089 | $250K |
| Andrews, Lucia Wealth Management LLC | 0.17% | No change | 5,000 | $245K |
| Custom Portfolio Group LLC | 0.19% | Reduce -91.3% | 4,814 | $236K |
| Hexagon Capital Partners LLC | 0.05% | Add +46.0% | 4,783 | $235K |
| D.B. Root & Company, LLC | 0.08% | Reduce -80.8% | 4,774 | $234K |
| Northwest Wealth Management, LLC | 0.06% | Add +15.3% | 4,769 | $234K |
| International Assets Investment Management, LLC | 0.02% | Add +3.1% | 4,811 | $234K |
| AlphaQ Advisors LLC | 0.14% | Add +3.5% | 4,703 | $231K |
| FSB Premier Wealth Management, Inc. | 0.11% | New | 4,668 | $229K |
| Kades & Cheifetz LLC | 0.15% | New | 4,660 | $229K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 4,660 | $229K |
| Asset Planning Corporation | 0.17% | Reduce -11.1% | 4,652 | $228K |
| Apella Capital, LLC | 0.01% | Reduce -11.5% | 4,627 | $225K |
| Unique Wealth Strategies, LLC | 0.11% | New | 4,495 | $220K |
| BCS Wealth Management | 0.07% | Add +0.5% | 4,474 | $219K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -25.4% | 4,404 | $216K |
| EP Wealth Advisors, LLC | 0.00% | New | 4,272 | $210K |
| Sfmg, LLC | 0.02% | Add +0.7% | 4,198 | $206K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -16.0% | 4,222 | $205K |
| TrinityPoint Wealth, LLC | 0.03% | Add +0.8% | 4,167 | $204K |
| Adamsbrown Wealth Consultants LLC | 0.08% | Add +0.1% | 4,139 | $203K |
| Acropolis Investment Management, LLC | 0.01% | No change | 4,062 | $199K |
| FMR LLC | 0.00% | Add +246.3% | 3,990 | $196K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | No change | 3,490 | $171K |
| Carmichael Hill & Associates, Inc. | 0.07% | No change | 3,485 | $171K |
| Caitlin John, LLC | 0.12% | No change | 3,112 | $153K |
| Robinswood Financial LLC | 0.06% | Add +413.3% | 3,080 | $150K |
| Concord Wealth Partners | 0.02% | Reduce -52.1% | 2,804 | $138K |
| Lanark Financial, Inc. | 0.01% | Add +0.5% | 2,794 | $137K |
| Archer Investment Corp | 0.04% | Add +6.0% | 2,754 | $135K |
| Larson Financial Group LLC | 0.01% | Add +3.4% | 2,723 | $134K |
| Private Wealth Management Group, LLC | 0.05% | Reduce -5.9% | 2,460 | $121K |
| Family Asset Management, LLC | 0.07% | Reduce -26.8% | 2,316 | $114K |
| NBT Bank, N.A. | 0.01% | Reduce -14.4% | 2,289 | $112K |
| US Bancorp \de | 0.00% | Reduce -18.6% | 1,932 | $95K |
| Breakwater Investment Management | 0.04% | — | 1,905 | $93K |
| Signaturefd, LLC | 0.00% | Add +16481.8% | 1,824 | $89K |
| Creative Financial Designs Inc. | 0.01% | Reduce -24.8% | 1,811 | $89K |
| NorthRock Partners, LLC | 0.00% | Add +0.6% | 1,783 | $84K |
| Smartleaf Asset Management LLC | 0.02% | Add +137.7% | 1,664 | $82K |
| Hanson & Doremus Investment Management | 0.01% | Reduce -10.1% | 1,605 | $79K |
| Avior Wealth Management, LLC | 0.00% | New | 1,581 | $78K |
| BOK Financial Private Wealth, Inc. | 0.01% | New | 1,445 | $71K |
| Global Retirement Partners, LLC | 0.00% | Reduce -62.3% | 1,384 | $68K |
| Laffer Tengler Investments, Inc. | 0.02% | New | 1,371 | $67K |
| Pineridge Advisors LLC | 0.02% | New | 1,354 | $66K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,276 | $62K |
| Roble, Belko & Company, Inc | 0.01% | No change | 1,159 | $57K |
| AdvisorNet Financial, Inc | 0.00% | Add +88.8% | 1,048 | $51K |
| NewEdge Advisors, LLC | 0.00% | Reduce -58.9% | 839 | $41K |
| Sound Income Strategies, LLC | 0.00% | Add +76400.0% | 765 | $38K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 700 | $34K |
| Townsend Asset Management Corp. /NC/ | 0.01% | No change | 659 | $32K |
| Harbour Investments, Inc. | 0.00% | Reduce -68.0% | 645 | $32K |
| MCF Advisors LLC | 0.00% | No change | 532 | $26K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 500 | $25K |
| Albion Financial Group | 0.00% | No change | 498 | $24K |
| FSA Wealth Management LLC | 0.01% | New | 475 | $23K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +263.9% | 473 | $23K |
| Investors Research Corp | 0.00% | Add +2.5% | 371 | $18K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -20.8% | 319 | $16K |
| Birchbrook, Inc. | 0.01% | No change | 309 | $15K |
| Benjamin Edwards Inc. | 0.00% | Reduce -99.6% | 288 | $14K |
| LifeSteps Financial, Inc. | 0.01% | New | 281 | $14K |
| Bare Financial Services, Inc | 0.01% | New | 271 | $13K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -41.5% | 262 | $13K |
| Citigroup Inc. | 0.00% | Add +1185.0% | 257 | $13K |
| Montag A & Associates Inc. | 0.00% | Add +0.4% | 251 | $12K |
| Aptus Capital Advisors, LLC | 0.00% | Add +4780.0% | 244 | $12K |
| Mather Group, Llc. | 0.00% | New | 236 | $12K |
| Cassady Schiller Wealth Management, LLC | 0.01% | New | 236 | $12K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -84.2% | 233 | $11K |
| Main Street Group, LTD | 0.01% | No change | 235 | $11K |
| CoreCap Advisors, LLC | 0.00% | New | 232 | $11K |
| AlphaCore Capital LLC | 0.00% | Add +204.2% | 219 | $11K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -51.1% | 216 | $11K |
| Gradient Investments LLC | 0.00% | No change | 215 | $11K |
| Howe & Rusling Inc. | 0.00% | Reduce -87.5% | 205 | $10K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 200 | $10K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 203 | $10K |
| Realta Investment Advisors | 0.00% | New | 175 | $9K |
| Wiser Advisor Group LLC | 0.01% | Reduce -0.6% | 162 | $8K |
| Front Row Advisors LLC | 0.00% | No change | 150 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +46.3% | 139 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | Add +28.6% | 135 | $7K |
| Friedenthal Financial | 0.00% | Reduce -6.9% | 122 | $6K |
| Syntrinsic LLC | 0.00% | No change | 92 | $5K |
| Eagle Bay Advisors LLC | 0.00% | Add +1.1% | 91 | $4K |
| Pacifica Partners Inc. | 0.00% | No change | 90 | $4K |
| IFP Advisors, Inc | 0.00% | Reduce -63.0% | 83 | $4K |
| Coston, McIsaac & Partners | 0.00% | New | 92 | $4K |
| Rice Partnership, LLC | 0.00% | Add +1042.9% | 80 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 79 | $4K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 60 | $3K |
| Element Wealth, LLC | 0.00% | No change | 59 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 58 | $3K |
| GeoWealth Management, LLC | 0.00% | Add +52.6% | 58 | $3K |
| First Pacific Financial | 0.00% | New | 53 | $3K |
| Blue Trust, Inc. | 0.00% | Reduce -99.7% | 50 | $2K |
| Key Financial Inc | 0.00% | No change | 49 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 43 | $2K |
| Financial Management Professionals, Inc. | 0.00% | No change | 33 | $2K |
| Dunhill Financial, LLC | 0.00% | New | 37 | $2K |
| Atticus Wealth Management, LLC | 0.00% | Reduce -84.8% | 37 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 31 | $2K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 29 | $1K |
| Continuum Advisory, LLC | 0.00% | New | 29 | $1K |
| Thompson Investment Management, Inc. | 0.00% | New | 23 | $1K |
| Rothschild Investment LLC | 0.00% | No change | 23 | $1K |
| Wagner Wealth Management, LLC | 0.00% | Add +31.3% | 21 | $1K |
| Avion Wealth | 0.00% | No change | 18 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -74.2% | 24 | $1K |
| Abich Financial Wealth Management LLC | 0.00% | No change | 18 | $883 |
| Versant Capital Management, Inc | 0.00% | No change | 18 | $875 |
| Pflug Koory, LLC | 0.00% | New | 16 | $785 |
| Tucker Asset Management LLC | 0.00% | No change | 15 | $736 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 11 | $540 |
| Global Wealth Strategies & Associates | 0.00% | No change | 10 | $491 |
| FAS Wealth Partners, Inc. | 0.00% | Add +11.1% | 10 | $468 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 9 | $441 |
| Rosenberg Matthew Hamilton | 0.00% | No change | 8 | $389 |
| Silicon Valley Capital Partners | 0.00% | No change | 1 | $31 |
"% of holder's portfolio" is SCHR's weight in each manager's 13F, not the share of Schwab Intermediate-Term US the manager owns.