Schwab Intermediate-Term USSCHRETF
13F holders, Q2 2024 (June 30)385holders +14
42new positions
31sold out
1famous investor
$48.77avg. 13F price*
At the end of Q2 2024, 385 institutions reported holding Schwab Intermediate-Term US (SCHR) in their 13F filings, up 14 from Q1 2024. 42 opened new positions and 31 sold out. The largest holders were Charles Schwab Investment Management Inc. ($4.1B), Royal Bank of Canada ($493.6M) and Ameriprise Financial Inc. ($227.5M). One famous investor held it 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $35.6M |
| Exits | 31 | $22.1M |
All 13F filers, Q1 2024 → Q2 2024: 87,643,006 shares bought and 6,802,983 shares sold, net +80,840,023 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 385 holders
| Charles Schwab Investment Management Inc. | 0.77% | Add +27180.8% | 83,172,190 | $4.1B |
| Royal Bank of Canada | 0.12% | Reduce -13.0% | 10,121,701 | $493.6M |
| Ameriprise Financial Inc. | 0.06% | Add +7.2% | 4,665,148 | $227.5M |
| Stifel Financial Corp. | 0.21% | Add +3.9% | 3,739,632 | $182.4M |
| JPMorgan Chase & Co. | 0.01% | Add +10.5% | 1,463,317 | $71.4M |
| State Street Corp. | 0.00% | No change | 1,450,000 | $70.7M |
| Pacific Sage Partners, LLC | 15.40% | Add +2.8% | 1,274,182 | $62.1M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +4.4% | 1,045,036 | $51.0M |
| Avidian Wealth Enterprises, LLC | 2.34% | Add +4.0% | 994,959 | $48.5M |
| Intelligence Driven Advisers, LLC | 6.87% | Add +0.9% | 993,764 | $48.5M |
| Madison Asset Management, LLC | 0.59% | Add +24.2% | 983,913 | $48.0M |
| Crane Advisory, LLC | 9.24% | Reduce -34.3% | 979,317 | $47.9M |
| Cornerstone Wealth Advisors, Inc. | 13.39% | Add +3.6% | 917,291 | $44.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.8% | 877,488 | $42.8M |
| Creative Planning | 0.04% | Reduce -37.0% | 812,243 | $39.6M |
| Resonant Capital Advisors, LLC | 3.04% | Add +12.2% | 767,370 | $37.4M |
| Moisand Fitzgerald Tamayo, LLC | 5.44% | Add +7.0% | 745,434 | $36.4M |
| Allworth Financial LP | 0.23% | Add +20.7% | 724,133 | $35.6M |
| Allspring Global Investments Holdings, LLC | 0.06% | No change | 722,037 | $35.2M |
| Clearstead Advisors, LLC | 0.52% | Add +2.2% | 630,284 | $30.7M |
| West Coast Financial LLC | 3.46% | Add +18.4% | 599,629 | $29.2M |
| Morgan Stanley | 0.00% | Add +28.0% | 597,064 | $29.1M |
| Foster & Motley Inc. | 1.97% | Add +15.4% | 586,391 | $28.6M |
| Northwest Capital Management Inc | 10.37% | Reduce -17.9% | 582,733 | $28.4M |
| Bank of America Corp. | 0.00% | Add +1.3% | 579,639 | $28.3M |
| Cwm, LLC | 0.13% | Reduce -17.9% | 569,617 | $27.8M |
| Busey Bank | 0.94% | Reduce -6.4% | 563,518 | $27.5M |
| FLC Capital Advisors | 6.70% | Add +11.3% | 558,269 | $27.2M |
| BlackRock Inc. | 0.00% | Add +75.2% | 554,911 | $27.1M |
| Beacon Wealthcare LLC | 10.56% | Add +15.5% | 496,587 | $24.2M |
| WestHill Financial Advisors, Inc. | 5.62% | Add +1.7% | 474,493 | $23.1M |
| Galvin, Gaustad & Stein, LLC | 2.10% | Reduce -0.5% | 456,483 | $22.3M |
| First National Trust Co | 0.89% | Add +0.1% | 444,617 | $21.7M |
| Bouchey Financial Group, Ltd. | 1.84% | Reduce -8.9% | 396,990 | $19.4M |
| DAVENPORT & Co LLC | 0.12% | Add +41.8% | 396,081 | $19.3M |
| Your Advocates Ltd., LLP | 7.68% | Reduce -20.4% | 375,018 | $18.3M |
| Tradition Wealth Management, LLC | 1.73% | Add +12.6% | 366,730 | $17.9M |
| LPL Financial LLC | 0.01% | Add +1.6% | 351,149 | $17.1M |
| Altiora Financial Group, LLC | 4.02% | Add +61.0% | 343,739 | $16.8M |
| Stokes Family Office, LLC | 1.92% | Add +10.1% | 336,017 | $16.4M |
| AlphaStar Capital Management, LLC | 1.50% | Add +4.1% | 333,174 | $16.2M |
| Greenline Partners, LLC | 2.42% | Reduce -11.4% | 328,708 | $15.9M |
| HC Advisors, LLC | 14.30% | Reduce -31.7% | 317,853 | $15.5M |
| Morningstar Investment Services LLC | 0.15% | Reduce -0.6% | 284,415 | $13.9M |
| Marshall Financial Group, LLC | 3.78% | Add +4.5% | 277,019 | $13.5M |
| Flputnam Investment Management Co. | 0.24% | Add +3942.5% | 267,126 | $13.0M |
| Cetera Investment Advisers | 0.03% | Add +0.9% | 263,020 | $12.8M |
| Stratos Wealth Advisors, LLC | 0.60% | Add +255.3% | 248,787 | $12.1M |
| Advisory Alpha, LLC | 0.44% | Add +35.1% | 228,940 | $11.2M |
| Franklin Resources Inc. | 0.00% | Reduce -7.6% | 214,878 | $10.5M |
| Morton Brown Family Wealth, LLC | 3.93% | Add +7.3% | 201,971 | $9.9M |
| McAdam, LLC | 0.59% | Add +7.3% | 201,913 | $9.8M |
| SWS Partners | 2.93% | Reduce -1.2% | 201,107 | $9.8M |
| Mariner, LLC | 0.02% | Add +4.7% | 199,011 | $9.7M |
| Wells Fargo & Company | 0.00% | Reduce -9.4% | 198,518 | $9.7M |
| Financial Counselors Inc. | 0.15% | Add +475.1% | 195,355 | $9.5M |
| Lake Street Advisors Group, LLC | 0.46% | Reduce -40.4% | 194,601 | $9.5M |
| Kingsview Wealth Management, LLC | 0.20% | Reduce -1.5% | 174,895 | $8.5M |
| Thrivent Financial for Lutherans | 0.02% | Add +34.2% | 171,637 | $8.4M |
| Sentinel Pension Advisors, LLC | 1.72% | Add +19.2% | 170,074 | $8.3M |
| Tennessee Valley Asset Management Partners | 1.54% | Add +728.0% | 168,799 | $8.2M |
| Vident Advisory, LLC | 0.22% | New | 165,695 | $8.1M |
| Act Two Investors LLC | 1.59% | New | 165,076 | $8.1M |
| Bank of Montreal | 0.00% | Reduce -9.7% | 155,463 | $7.6M |
| Oakwell Private Wealth Management, LLC | 2.13% | Add +10.5% | 154,708 | $7.5M |
| Fiduciary Alliance LLC | 1.20% | Add +28.4% | 152,180 | $7.4M |
| Darrow Company, Inc. | 4.66% | Add +5.8% | 146,787 | $7.2M |
| Focus Financial Network, Inc. | 0.29% | Add +5.2% | 139,884 | $6.9M |
| Exencial Wealth Advisors, LLC | 0.26% | Add +13.9% | 139,024 | $6.8M |
| MassMutual Private Wealth & Trust, FSB | 0.20% | Add +366.2% | 138,356 | $6.7M |
| SIMA Wealth Partners, LLC | 6.18% | — | 132,834 | $6.5M |
| Empowered Funds, LLC | 0.11% | Add +16.1% | 129,668 | $6.3M |
| Libra Wealth LLC | 2.63% | Reduce -0.9% | 124,347 | $6.1M |
| One Degree Advisors Inc | 2.92% | Reduce -5.7% | 123,958 | $6.0M |
| CreativeOne Wealth, LLC | 0.28% | Reduce -9.6% | 115,383 | $5.6M |
| Independent Solutions Wealth Management, LLC | 1.26% | Reduce -4.4% | 112,345 | $5.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +63.1% | 107,779 | $5.3M |
| Advocate Group LLC | 1.00% | Add +1.1% | 101,516 | $5.0M |
| Buckingham Strategic Wealth, LLC | 0.05% | Reduce -1.8% | 98,781 | $4.8M |
| Heritage Wealth Management, Inc. | 4.59% | Add +9.7% | 97,480 | $4.8M |
| Walkner Condon Financial Advisors LLC | 1.02% | Add +13.1% | 96,827 | $4.7M |
| GenWealth Group, Inc. | 1.16% | Add +13.9% | 96,492 | $4.7M |
| Jane Street Group, LLC | 0.01% | New | 96,085 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Add +40.6% | 95,842 | $4.7M |
| Benjamin F. Edwards & Company, Inc. | 0.08% | Add +8.9% | 92,820 | $4.5M |
| Christensen, King & Associates Investment Services, Inc. | 2.19% | Reduce -2.6% | 91,063 | $4.4M |
| Myecfo, LLC | 2.56% | Reduce -4.3% | 90,966 | $4.4M |
| UBS Group AG | 0.00% | Add +21.6% | 86,803 | $4.2M |
| LexAurum Advisors, LLC | 1.02% | Reduce -22.1% | 85,233 | $4.2M |
| Modus Advisors, LLC | 1.42% | Add +2.9% | 82,537 | $4.0M |
| IHT Wealth Management, LLC | 0.15% | Add +39.4% | 80,344 | $3.9M |
| Passive Capital Management, LLC. | 1.44% | Add +0.9% | 79,590 | $3.9M |
| Hilltop Partners LLC | 1.41% | Add +1.4% | 78,534 | $3.8M |
| MML Investors Services, LLC | 0.02% | Add +18.4% | 77,873 | $3.8M |
| Valmark Advisers, Inc. | 0.06% | Reduce -3.6% | 75,688 | $3.7M |
| W.H. Cornerstone Investments Inc. | 2.60% | Add +35.8% | 75,134 | $3.7M |
| Jones Financial Companies LLLP | 0.00% | Add +26.1% | 74,385 | $3.6M |
| WT Wealth Management | 1.19% | Add +110.3% | 71,283 | $3.5M |
| RKL Wealth Management LLC | 0.33% | Reduce -0.5% | 71,201 | $3.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +2.3% | 71,844 | $3.4M |
| Upper Left Wealth Management, LLC | 3.03% | Reduce -1.4% | 68,521 | $3.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.4% | 67,754 | $3.3M |
| WealthCare Investment Partners, LLC | 1.49% | Reduce -1.5% | 65,733 | $3.2M |
| Spire Wealth Management | 0.11% | Reduce -5.3% | 64,137 | $3.1M |
| Mendota Financial Group, LLC | 1.64% | Add +12.3% | 62,749 | $3.1M |
| Raymond James & Associates | 0.00% | Add +7.2% | 62,554 | $3.1M |
| PrairieView Partners, LLC | 0.34% | Add +10.2% | 61,555 | $3.0M |
| Flow Traders U.S. LLC | 0.14% | New | 58,358 | $2.8M |
| SYM FINANCIAL Corp | 0.45% | Add +0.7% | 57,292 | $2.8M |
| PAX Financial Group, LLC | 0.54% | Reduce -16.4% | 56,540 | $2.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -14.1% | 55,981 | $2.7M |
| TD Private Client Wealth LLC | 0.08% | Add +22.6% | 54,559 | $2.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -97.7% | 53,546 | $2.6M |
| Columbus Macro, LLC | 1.01% | Add +0.2% | 53,366 | $2.6M |
| Meridian Management Co. | 0.71% | Reduce -18.0% | 53,302 | $2.6M |
| TAP Consulting, LLC | 0.53% | New | 51,868 | $2.5M |
| Vise Technologies, Inc. | 0.44% | Add +23.1% | 51,847 | $2.5M |
| Hendershot Investments Inc. | 0.35% | Add +3.1% | 49,943 | $2.4M |
| Meritage Portfolio Management | 0.15% | Add +1.4% | 49,726 | $2.4M |
| Prevail Innovative Wealth Advisors, LLC | 0.85% | Add +99.5% | 49,016 | $2.4M |
| Waverly Advisors, LLC | 0.05% | Reduce -3.5% | 47,865 | $2.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +34.1% | 47,730 | $2.3M |
| Financial Consulate, Inc. | 0.68% | Add +2.7% | 47,442 | $2.3M |
| Salem Investment Counselors Inc. | 0.07% | Add +2.7% | 47,398 | $2.3M |
| Financial & Tax Architects, LLC | 0.59% | Add +0.9% | 44,861 | $2.2M |
| Ausdal Financial Partners, Inc. | 0.23% | Add +9.3% | 44,763 | $2.2M |
| Addison Advisors LLC | 0.70% | Add +26.7% | 44,541 | $2.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -20.7% | 44,445 | $2.2M |
| Comerica Bank | 0.01% | Add +3.4% | 44,083 | $2.1M |
| MilWealth Group LLC | 0.61% | Add +0.0% | 39,787 | $1.9M |
| Harvest Portfolios Group Inc. | 0.07% | Add +2.1% | 39,306 | $1.9M |
| Kathleen S. Wright Associates Inc. | 0.87% | Add +2.3% | 38,833 | $1.9M |
| Barden Capital Management, Inc. | 1.72% | Add +5.0% | 37,349 | $1.8M |
| Cambridge Associates LLC /Ma/ | 0.08% | Add +6.4% | 36,963 | $1.8M |
| Inspire Advisors, LLC | 0.24% | Reduce -9.0% | 36,716 | $1.8M |
| Foundations Investment Advisors, LLC | 0.04% | Add +62.6% | 35,463 | $1.7M |
| SeaCrest Wealth Management, LLC | 0.19% | Reduce -16.5% | 34,456 | $1.7M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -47.1% | 34,304 | $1.7M |
| Diligent Investors, LLC | 0.41% | Reduce -9.8% | 34,254 | $1.7M |
| Blair William & Co. | 0.01% | Add +5.2% | 34,069 | $1.7M |
| North Ridge Wealth Advisors, Inc. | 1.22% | Add +11.6% | 32,794 | $1.6M |
| Commerce Bank | 0.01% | No change | 31,450 | $1.5M |
| Principal Securities, Inc. | 0.04% | Add +53.3% | 31,092 | $1.5M |
| Merit Financial Group, LLC | 0.03% | Reduce -25.8% | 31,033 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +6.5% | 30,901 | $1.5M |
| Brookstone Capital Management | 0.02% | Reduce -35.9% | 30,464 | $1.5M |
| Mendel Capital Management LLC | 0.97% | Add +6.8% | 30,778 | $1.5M |
| National Bank of Canada | 0.00% | Add +2.6% | 29,994 | $1.4M |
| Compound Planning, Inc. | 0.11% | Add +348.9% | 29,433 | $1.4M |
| Cobblestone Capital Advisors LLC | 0.08% | Add +94.5% | 28,117 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +77.6% | 26,344 | $1.3M |
| Koshinski Asset Management, Inc. | 0.12% | Add +237.8% | 26,009 | $1.3M |
| Freedom Investment Management, Inc. | 0.10% | Reduce -45.3% | 25,842 | $1.3M |
| Successful Portfolios LLC | 0.88% | Reduce -0.4% | 25,782 | $1.3M |
| Trust Point Inc. | 0.10% | Reduce -1.4% | 25,122 | $1.2M |
| Kaizen Financial Strategies | 0.75% | Reduce -26.1% | 24,338 | $1.2M |
| Asset Management Group, Inc. | 0.18% | Add +0.9% | 24,074 | $1.2M |
| Hutchinson Capital Management | 0.24% | No change | 23,975 | $1.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +6.4% | 23,683 | $1.2M |
| Csenge Advisory Group | 0.07% | Add +0.1% | 23,522 | $1.1M |
| Betterment LLC | 0.00% | Add +160.9% | 23,454 | $1.1M |
| Diversify Wealth Management, LLC | 0.14% | — | 22,453 | $1.1M |
| Econ Financial Services Corp | 0.70% | Add +0.3% | 23,121 | $1.1M |
| Venture Visionary Partners LLC | 0.05% | Reduce -0.3% | 22,261 | $1.1M |
| Charles Schwab Trust Co | 0.10% | Add +25.4% | 21,679 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.07% | Add +42.1% | 21,091 | $1.0M |
| San Luis Wealth Advisors LLC | 0.25% | New | 21,368 | $1.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -35.1% | 21,323 | $1.0M |
| SignalPoint Asset Management, LLC | 0.27% | Add +14.6% | 20,659 | $1.0M |
| Manhattan West Asset Management, LLC | 0.27% | Add +16.7% | 20,335 | $992K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -2.5% | 19,815 | $966K |
| GTS Securities LLC | 0.02% | New | 19,724 | $962K |
| Apollon Wealth Management, LLC | 0.03% | Reduce -4.8% | 18,864 | $920K |
| Bangor Savings Bank | 0.09% | Reduce -19.1% | 18,752 | $915K |
| Park Avenue Securities LLC | 0.01% | Add +30.2% | 18,584 | $906K |
| Fifth Third Securities, Inc. | 0.08% | New | 18,433 | $899K |
| Avior Wealth Management, LLC | 0.04% | Add +1056.3% | 18,281 | $892K |
| Concourse Financial Group Securities, Inc. | 0.06% | Add +18.5% | 18,227 | $889K |
| Wealthspire Retirement, LLC | 0.07% | Add +0.9% | 18,004 | $878K |
| Foster Group, Inc. | 0.03% | Add +4.8% | 17,525 | $855K |
| OneDigital Investment Advisors LLC | 0.01% | Add +21.2% | 17,516 | $854K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.6% | 17,500 | $853K |
| Horizon Financial Services, LLC | 0.53% | Add +1.4% | 17,355 | $846K |
| Neuberger Berman Group LLC | 0.00% | New | 16,361 | $798K |
| Moors & Cabot, Inc. | 0.04% | Add +32.7% | 16,296 | $795K |
| WNY Asset Management, LLC | 0.10% | Add +1.9% | 15,693 | $765K |
| JFG Wealth Management, LLC | 0.22% | Add +17.5% | 15,676 | $765K |
| Willis Johnson & Associates, Inc. | 0.06% | New | 15,607 | $761K |
| Blue Trust, Inc. | 0.01% | Add +30470.0% | 15,285 | $750K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -94.2% | 15,154 | $739K |
| Captrust Financial Advisors | 0.00% | Add +2.1% | 14,452 | $705K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +0.4% | 13,839 | $675K |
| Corient Private Wealth LP | 0.00% | Reduce -6.3% | 13,681 | $667K |
| Avantax Advisory Services, Inc. | 0.00% | Add +16.1% | 13,520 | $659K |
| CW Advisors, LLC | 0.01% | New | 13,257 | $647K |
| Old Mission Capital LLC | 0.02% | Reduce -11.2% | 13,166 | $642K |
| Cerity Partners LLC | 0.00% | Reduce -5.1% | 12,873 | $628K |
| Prudential Financial Inc. | 0.00% | Add +55.7% | 12,277 | $599K |
| Sigma Planning Corp | 0.02% | Reduce -4.9% | 12,028 | $587K |
| Vision Capital Management, Inc. | 0.09% | Reduce -0.3% | 11,787 | $575K |
| Fagan Associates, Inc. | 0.10% | Reduce -2.4% | 11,749 | $573K |
| Equita Financial Network, Inc. | 0.24% | Reduce -22.5% | 11,628 | $567K |
| ETF Store, Inc. | 0.58% | Reduce -38.5% | 11,593 | $565K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -5.4% | 11,312 | $552K |
| Rockbridge Investment Management, LCC | 0.08% | Add +0.3% | 11,289 | $551K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +12.6% | 11,260 | $549K |
| Hardin Capital Partners, LLC | 0.35% | — | 11,008 | $537K |
| Noble Family Wealth, LLC | 0.15% | Reduce -0.7% | 10,714 | $523K |
| Dakota Wealth Management | 0.01% | Reduce -8.3% | 10,703 | $522K |
| Twele Capital Management, Inc. | 0.12% | Add +0.0% | 10,558 | $515K |
| Kings Path Partners LLC | 0.24% | — | 10,347 | $505K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +2.4% | 10,171 | $496K |
| Tran Capital Management, L.P. | 0.06% | No change | 10,141 | $495K |
| Hexagon Capital Partners LLC | 0.11% | Add +109.3% | 10,009 | $488K |
| EP Wealth Advisors, LLC | 0.01% | Add +125.1% | 9,616 | $469K |
| Empower Advisory Group, LLC | 0.00% | Add +87.0% | 9,516 | $464K |
| Sonoma Private Wealth LLC | 0.75% | Add +17.7% | 9,424 | $460K |
| Johnson Financial Group, LLC | 0.06% | Reduce -3.7% | 9,185 | $448K |
| Ridgewood Investments LLC | 0.22% | No change | 9,131 | $445K |
| Lederer & Associates Investment Counsel | 0.32% | Reduce -2.1% | 9,035 | $441K |
| Aspect Partners, LLC | 0.26% | Add +0.5% | 9,001 | $439K |
| Integrated Advisors Network LLC | 0.02% | Reduce -2.5% | 8,931 | $436K |
| Private Advisor Group, LLC | 0.00% | Reduce -17.2% | 8,745 | $426K |
| HB Wealth Management, LLC | 0.00% | Reduce -6.7% | 8,602 | $420K |
| Savvy Advisors, Inc. | 0.14% | Add +13.4% | 8,529 | $416K |
| Farther Finance Advisors, LLC | 0.02% | Add +103.2% | 8,577 | $415K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -4.4% | 8,311 | $405K |
| WBH Advisory Inc. | 0.04% | Add +13.1% | 8,012 | $391K |
| Larson Financial Group LLC | 0.03% | Add +185.2% | 7,766 | $379K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 7,536 | $368K |
| FC Advisory LLC | 0.13% | Reduce -14.1% | 7,304 | $356K |
| West Paces Advisors Inc. | 0.09% | Reduce -15.3% | 7,300 | $356K |
| Tortoise Investment Management, LLC | 0.04% | Reduce -43.6% | 7,295 | $356K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -4.2% | 7,282 | $355K |
| Dorsey & Whitney Trust CO LLC | 0.02% | New | 7,205 | $351K |
| HBW Advisory Services LLC | 0.06% | Reduce -1.6% | 7,191 | $351K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -12.5% | 7,020 | $342K |
| Family Investment Center, Inc. | 0.10% | Add +1.0% | 6,855 | $334K |
| Claro Advisors Inc. | 0.05% | New | 6,806 | $332K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -27.4% | 6,671 | $325K |
| Absolute Capital Management, LLC | 0.19% | Add +6.1% | 6,551 | $319K |
| Mgo One Seven LLC | 0.01% | New | 6,491 | $317K |
| Patten & Patten Inc. | 0.02% | No change | 6,409 | $313K |
| NewEdge Advisors, LLC | 0.00% | Add +632.8% | 6,148 | $300K |
| PFG Advisors | 0.02% | New | 6,138 | $299K |
| Apella Capital, LLC | 0.01% | Add +29.3% | 5,981 | $293K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 5,754 | $281K |
| Ieq Capital, LLC | 0.00% | New | 5,631 | $275K |
| Wade Financial Advisory, Inc | 0.10% | Reduce -11.7% | 5,568 | $272K |
| Worth Asset Management, LLC | 0.16% | Reduce -1.8% | 5,537 | $270K |
| Allen Capital Group, LLC | 0.04% | Reduce -12.3% | 5,384 | $263K |
| Evanson Asset Management, LLC | 0.02% | Add +0.9% | 5,341 | $260K |
| Ashton Thomas Securities, LLC | 0.06% | — | 5,253 | $257K |
| Bristlecone Advisors, LLC | 0.02% | Add +0.8% | 5,264 | $257K |
| CFS Investment Advisory Services, LLC | 0.02% | New | 5,209 | $254K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 5,165 | $252K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 5,165 | $252K |
| International Assets Investment Management, LLC | 0.02% | Add +5.2% | 5,062 | $247K |
| FMR LLC | 0.00% | Add +26.2% | 5,036 | $246K |
| StoneX Group Inc. | 0.02% | Reduce -26.2% | 5,035 | $246K |
| Andrews, Lucia Wealth Management LLC | 0.17% | No change | 5,000 | $245K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -38.8% | 4,973 | $243K |
| Fisher Asset Management | 0.00% | Reduce -22.5% | 4,843 | $236K |
| Custom Portfolio Group LLC | 0.18% | No change | 4,814 | $235K |
| D.B. Root & Company, LLC | 0.08% | Add +0.5% | 4,798 | $234K |
| Alternative Investment Advisors, LLC. | 0.13% | New | 4,774 | $233K |
| Northwest Wealth Management, LLC | 0.06% | No change | 4,769 | $233K |
| TrinityPoint Wealth, LLC | 0.04% | Add +13.0% | 4,710 | $230K |
| AlphaQ Advisors LLC | 0.68% | Reduce -0.2% | 4,694 | $229K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 4,660 | $227K |
| Avaii Wealth Management, LLC | 0.12% | New | 4,612 | $225K |
| Summit Wealth Group, LLC | 0.07% | New | 4,539 | $221K |
| Unique Wealth Strategies, LLC | 0.10% | No change | 4,495 | $220K |
| Kades & Cheifetz LLC | 0.14% | Reduce -3.5% | 4,496 | $219K |
| Milestone Investment Advisors LLC | 0.06% | Reduce -48.2% | 4,455 | $217K |
| FSB Premier Wealth Management, Inc. | 0.09% | Reduce -8.1% | 4,291 | $209K |
| Capital Analysts, LLC | 0.01% | New | 4,268 | $208K |
| New Hampshire Trust | 0.05% | New | 4,260 | $208K |
| Wealthgarden F.S. LLC | 0.22% | — | 4,223 | $206K |
| Sfmg, LLC | 0.02% | No change | 4,198 | $205K |
| Adamsbrown Wealth Consultants LLC | 0.08% | Add +0.2% | 4,146 | $202K |
| Acropolis Investment Management, LLC | 0.01% | No change | 4,062 | $198K |
| UMB Bank, n.a. | 0.00% | Reduce -27.5% | 3,818 | $186K |
| WFA of San Diego, LLC | 0.16% | — | 3,753 | $183K |
| Versant Capital Management, Inc | 0.04% | Add +19294.4% | 3,491 | $170K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | No change | 3,490 | $170K |
| Carmichael Hill & Associates, Inc. | 0.07% | No change | 3,485 | $170K |
| Caitlin John, LLC | 0.11% | No change | 3,112 | $152K |
| Robinswood Financial LLC | 0.06% | No change | 3,080 | $150K |
| ORG Partners LLC | 0.02% | New | 3,045 | $147K |
| Family Asset Management, LLC | 0.09% | Add +26.8% | 2,937 | $143K |
| Lanark Financial, Inc. | 0.01% | Reduce -8.3% | 2,561 | $124K |
| Private Wealth Management Group, LLC | 0.05% | No change | 2,460 | $120K |
| Smartleaf Asset Management LLC | 0.02% | Add +38.4% | 2,303 | $113K |
| Archer Investment Corp | 0.03% | Reduce -20.8% | 2,181 | $106K |
| Breakwater Investment Management | 0.05% | Add +14.3% | 2,177 | $106K |
| Tradewinds Capital Management, LLC | 0.03% | Reduce -99.1% | 2,162 | $105K |
| NBT Bank, N.A. | 0.01% | Reduce -5.5% | 2,162 | $105K |
| Headlands Technologies LLC | 0.01% | New | 2,006 | $98K |
| Creative Financial Designs Inc. | 0.01% | Add +10.5% | 2,001 | $98K |
| Global Retirement Partners, LLC | 0.00% | Add +43.4% | 1,984 | $97K |
| Pineridge Advisors LLC | 0.03% | Add +38.0% | 1,869 | $91K |
| 1620 Investment Advisors, Inc. | 0.07% | New | 1,863 | $91K |
| Roble, Belko & Company, Inc | 0.02% | Add +59.4% | 1,847 | $90K |
| Concord Wealth Partners | 0.02% | Reduce -35.7% | 1,804 | $88K |
| US Bancorp \de | 0.00% | Reduce -11.8% | 1,704 | $83K |
| IFP Advisors, Inc | 0.00% | Add +1947.0% | 1,699 | $83K |
| Hanson & Doremus Investment Management | 0.01% | Add +4.4% | 1,675 | $82K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,445 | $70K |
| Citigroup Inc. | 0.00% | Add +454.1% | 1,424 | $69K |
| Aptus Capital Advisors, LLC | 0.00% | Add +434.8% | 1,305 | $64K |
| Howe & Rusling Inc. | 0.00% | Add +377.1% | 978 | $48K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 700 | $34K |
| Harbour Investments, Inc. | 0.00% | Add +5.1% | 678 | $33K |
| Townsend Asset Management Corp. /NC/ | 0.01% | No change | 659 | $32K |
| MCF Advisors LLC | 0.00% | No change | 532 | $26K |
| Cardinal Strategic Wealth Guidance | 0.01% | New | 524 | $26K |
| Albion Financial Group | 0.00% | No change | 498 | $24K |
| Anfield Capital Management, LLC | 0.01% | New | 490 | $24K |
| Hollencrest Capital Management | 0.00% | New | 473 | $23K |
| Signaturefd, LLC | 0.00% | Reduce -74.5% | 465 | $23K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -58.7% | 433 | $21K |
| Birchbrook, Inc. | 0.01% | No change | 309 | $15K |
| Benjamin Edwards Inc. | 0.00% | Add +6.9% | 308 | $15K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -76.1% | 305 | $15K |
| Triad Wealth Partners, LLC | 0.01% | New | 278 | $14K |
| Gradient Investments LLC | 0.00% | Add +23.3% | 265 | $13K |
| Mather Group, Llc. | 0.00% | Add +10.6% | 261 | $13K |
| Geneos Wealth Management Inc. | 0.00% | No change | 262 | $13K |
| Montag A & Associates Inc. | 0.00% | Add +1.2% | 254 | $12K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 204 | $10K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 203 | $10K |
| Wiser Advisor Group LLC | 0.02% | Add +25.3% | 203 | $10K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 195 | $10K |
| Main Street Group, LTD | 0.00% | Reduce -21.7% | 184 | $9K |
| Coppell Advisory Solutions LLC | 0.00% | — | 180 | $9K |
| Realta Investment Advisors | 0.00% | No change | 175 | $9K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 159 | $8K |
| NorthRock Partners, LLC | 0.00% | Reduce -87.3% | 226 | $7K |
| Front Row Advisors LLC | 0.00% | No change | 150 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 135 | $7K |
| Friedenthal Financial | 0.00% | Add +9.0% | 133 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -72.5% | 130 | $6K |
| Investors Research Corp | 0.00% | Reduce -68.5% | 117 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -20.9% | 110 | $5K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -99.0% | 101 | $5K |
| Bell Investment Advisors, Inc | 0.00% | New | 97 | $5K |
| Syntrinsic LLC | 0.00% | No change | 92 | $4K |
| Eagle Bay Advisors LLC | 0.00% | No change | 91 | $4K |
| Pacifica Partners Inc. | 0.00% | No change | 90 | $4K |
| AlphaCore Capital LLC | 0.00% | Reduce -59.8% | 88 | $4K |
| Coston, McIsaac & Partners | 0.00% | No change | 92 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 79 | $4K |
| GeoWealth Management, LLC | 0.00% | Add +25.9% | 73 | $4K |
| Continuum Advisory, LLC | 0.00% | Add +137.9% | 69 | $3K |
| 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 |
| 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% | No change | 37 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 31 | $2K |
| TruNorth Capital Management, LLC | 0.00% | New | 30 | $1K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 29 | $1K |
| Tucker Asset Management LLC | 0.00% | Add +73.3% | 26 | $1K |
| Wagner Wealth Management, LLC | 0.00% | Add +9.5% | 23 | $1K |
| Thompson Investment Management, Inc. | 0.00% | No change | 23 | $1K |
| Rothschild Investment LLC | 0.00% | No change | 23 | $1K |
| Macroview Investment Management LLC | 0.00% | New | 21 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
| Abich Financial Wealth Management LLC | 0.00% | No change | 18 | $878 |
| Mfa Wealth Advisors, LLC | 0.00% | New | 13 | $634 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 11 | $536 |
| Global Wealth Strategies & Associates | 0.00% | No change | 10 | $488 |
| Sandy Spring Bank | 0.00% | Reduce -99.9% | 10 | $488 |
| FAS Wealth Partners, Inc. | 0.00% | No change | 10 | $470 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 9 | $439 |
| Rosenberg Matthew Hamilton | 0.00% | No change | 8 | $387 |
| Strategic Investment Solutions, Inc. | 0.00% | — | 6 | $298 |
| Atticus Wealth Management, LLC | 0.00% | Reduce -86.5% | 5 | $244 |
| Assetmark, Inc. | 0.00% | New | 1 | $49 |
| Great Lakes Retirement, Inc. | 0.00% | New | 1 | $49 |
| Avion Wealth | 0.00% | No change | 18 | $0 |
| Evolution Advisers, Inc. | 0.00% | New | 7 | $0 |
"% of holder's portfolio" is SCHR's weight in each manager's 13F, not the share of Schwab Intermediate-Term US the manager owns.