Schwab Intermediate-Term USSCHRETF
13F holders, Q3 2024 (September 30)384holders −1
34new positions
40sold out
1famous investor
$50.23avg. 13F price*
At the end of Q3 2024, 384 institutions reported holding Schwab Intermediate-Term US (SCHR) in their 13F filings, down 1 from Q2 2024. 34 opened new positions and 40 sold out. The largest holders were Charles Schwab Investment Management Inc. ($5.4B), Royal Bank of Canada ($540.3M) and Ameriprise Financial Inc. ($254.5M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Schwab Intermediate-Term US
- CUSIP
- 808524854
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $74.3M |
| Exits | 40 | $28.7M |
All 13F filers, Q2 2024 → Q3 2024: 39,865,622 shares bought and 1,334,566 shares sold, net +38,531,056 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 384 holders
| Charles Schwab Investment Management Inc. | 1.04% | Add +29.4% | 107,666,399 | $5.4B |
| Royal Bank of Canada | 0.12% | Add +5.5% | 10,677,685 | $540.3M |
| Ameriprise Financial Inc. | 0.07% | Add +11.2% | 5,188,028 | $254.5M |
| Bank of America Corp. | 0.02% | Add +604.9% | 4,086,009 | $206.8M |
| Stifel Financial Corp. | 0.21% | Add +4.3% | 3,898,675 | $197.3M |
| Jane Street Group, LLC | 0.17% | Add +2032.8% | 2,049,343 | $103.7M |
| Cornerstone Wealth Advisors, Inc. | 22.07% | Add +71.1% | 1,569,139 | $79.4M |
| State Street Corp. | 0.00% | No change | 1,450,000 | $73.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -4.5% | 1,397,203 | $70.7M |
| Bank of Montreal | 0.03% | Add +710.6% | 1,260,228 | $63.9M |
| Pacific Sage Partners, LLC | 15.18% | Reduce -1.1% | 1,260,742 | $63.8M |
| Madison Asset Management, LLC | 0.62% | Add +11.3% | 1,095,057 | $55.4M |
| Northwest Capital Management Inc | 19.91% | Add +87.4% | 1,092,194 | $55.3M |
| Cwm, LLC | 0.23% | Add +89.5% | 1,079,429 | $54.6M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +1.5% | 1,060,996 | $53.7M |
| Avidian Wealth Enterprises, LLC | 2.33% | Add +2.1% | 1,015,744 | $51.4M |
| Intelligence Driven Advisers, LLC | 7.11% | Reduce -1.1% | 982,569 | $49.7M |
| Crane Advisory, LLC | 8.83% | Add +0.1% | 980,394 | $48.8M |
| Resonant Capital Advisors, LLC | 3.23% | Add +13.2% | 868,687 | $44.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.0% | 860,307 | $43.5M |
| Moisand Fitzgerald Tamayo, LLC | 5.30% | Add +2.5% | 763,667 | $38.6M |
| Morgan Stanley | 0.00% | Add +26.1% | 753,226 | $38.1M |
| Allspring Global Investments Holdings, LLC | 0.06% | No change | 722,037 | $36.5M |
| Creative Planning | 0.04% | Reduce -13.3% | 704,397 | $35.6M |
| Allworth Financial LP | 0.21% | Reduce -5.2% | 686,442 | $34.7M |
| Clearstead Advisors, LLC | 0.54% | Add +8.5% | 683,617 | $34.6M |
| West Coast Financial LLC | 3.77% | Add +13.1% | 678,055 | $34.3M |
| Foster & Motley Inc. | 2.07% | Add +9.8% | 643,896 | $32.6M |
| BlackRock, Inc. | 0.00% | — | 614,408 | $31.1M |
| FLC Capital Advisors | 6.66% | Add +2.1% | 570,155 | $28.8M |
| Busey Bank | 0.89% | Reduce -4.4% | 538,724 | $27.3M |
| Beacon Wealthcare LLC | 10.80% | Add +6.5% | 529,003 | $26.8M |
| Bouchey Financial Group, Ltd. | 2.27% | Add +26.7% | 502,873 | $25.4M |
| WestHill Financial Advisors, Inc. | 5.61% | Add +4.2% | 494,411 | $25.0M |
| First National Trust Co | 0.95% | Add +9.3% | 485,900 | $24.6M |
| Galvin, Gaustad & Stein, LLC | 2.17% | Add +4.0% | 474,775 | $24.0M |
| LPL Financial LLC | 0.01% | Add +19.8% | 420,523 | $21.3M |
| DAVENPORT & Co LLC | 0.12% | Add +5.1% | 416,177 | $21.1M |
| Stokes Family Office, LLC | 2.21% | Add +18.8% | 399,330 | $20.2M |
| Financial Counselors Inc. | 0.29% | Add +98.1% | 386,936 | $19.6M |
| Tradition Wealth Management, LLC | 1.70% | Add +2.5% | 376,064 | $19.0M |
| Your Advocates Ltd., LLP | 7.38% | Reduce -1.1% | 370,949 | $18.8M |
| SeaBridge Investment Advisors LLC | 4.53% | New | 366,249 | $18.5M |
| HC Advisors, LLC | 14.89% | Add +12.6% | 357,917 | $18.1M |
| AlphaStar Capital Management, LLC | 1.42% | Add +6.3% | 354,192 | $17.9M |
| Altiora Financial Group, LLC | 3.81% | Reduce -1.0% | 340,164 | $17.2M |
| Greenline Partners, LLC | 2.44% | Add +2.7% | 337,467 | $17.1M |
| High Probability Advisors, LLC | 2.72% | New | 315,450 | $16.0M |
| MassMutual Private Wealth & Trust, FSB | 0.45% | Add +125.6% | 312,155 | $15.8M |
| Empowered Funds, LLC | 0.24% | Add +136.3% | 306,351 | $15.5M |
| Diversify Wealth Management, LLC | 1.37% | Add +2458.5% | 574,464 | $14.2M |
| Cetera Investment Advisers | 0.03% | Add +6.6% | 280,322 | $14.2M |
| Morningstar Investment Services LLC | 0.14% | Reduce -1.7% | 279,607 | $14.2M |
| Marshall Financial Group, LLC | 3.38% | Add +0.8% | 279,305 | $14.1M |
| One Degree Advisors Inc | 5.50% | Add +107.7% | 257,445 | $13.1M |
| Advisory Alpha, LLC | 0.44% | Add +7.2% | 245,304 | $12.4M |
| Stratos Wealth Advisors, LLC | 0.56% | Reduce -3.5% | 240,144 | $12.2M |
| Pure Portfolios Holdings LLC | 4.58% | — | 239,508 | $12.1M |
| Lake Street Advisors Group, LLC | 0.51% | Add +12.3% | 218,601 | $11.1M |
| Morton Brown Family Wealth, LLC | 3.93% | Add +8.1% | 218,320 | $11.0M |
| Mariner, LLC | 0.02% | Add +4.3% | 207,597 | $10.5M |
| Wells Fargo & Company | 0.00% | Add +3.4% | 205,290 | $10.4M |
| SWS Partners | 3.20% | Reduce -1.4% | 198,261 | $10.0M |
| Sentinel Pension Advisors, LLC | 1.87% | Add +13.1% | 192,267 | $9.7M |
| WT Wealth Management | 2.94% | Add +417.9% | 369,146 | $9.2M |
| Act Two Investors LLC | 1.68% | Add +6.7% | 176,065 | $8.9M |
| Fiduciary Alliance LLC | 1.16% | Add +13.4% | 172,579 | $8.7M |
| McAdam, LLC | 0.48% | Reduce -15.8% | 170,030 | $8.6M |
| Tennessee Valley Asset Management Partners | 1.35% | Add +81.2% | 305,910 | $8.2M |
| Centric Wealth Management | 2.13% | New | 329,584 | $8.0M |
| Darrow Company, Inc. | 4.55% | Add +5.3% | 154,537 | $7.8M |
| Exencial Wealth Advisors, LLC | 0.28% | Add +10.8% | 154,075 | $7.8M |
| Focus Financial Network, Inc. | 0.32% | Add +9.7% | 153,379 | $7.8M |
| Summit Financial, LLC | 0.30% | New | 152,209 | $7.7M |
| Creative Financial Designs Inc. | 0.65% | Add +7481.6% | 151,707 | $7.7M |
| SIMA Wealth Partners, LLC | 6.54% | Add +12.1% | 148,897 | $7.5M |
| Kingsview Wealth Management, LLC | 0.15% | Reduce -19.1% | 141,563 | $7.2M |
| Flputnam Investment Management Co. | 0.12% | Reduce -49.6% | 134,696 | $6.8M |
| CreativeOne Wealth, LLC | 0.22% | Add +11.1% | 128,156 | $6.5M |
| Oakwell Private Wealth Management, LLC | 1.86% | Reduce -17.5% | 127,680 | $6.5M |
| Independent Solutions Wealth Management, LLC | 1.43% | Add +10.9% | 124,606 | $6.3M |
| Libra Wealth LLC | 2.51% | No change | 124,347 | $6.3M |
| Baird Financial Group, Inc. | 0.01% | Add +445.2% | 116,247 | $5.9M |
| Advocate Group LLC | 1.05% | Add +12.4% | 114,131 | $5.8M |
| Code Waechter LLC | 5.44% | — | 112,821 | $5.7M |
| IHT Wealth Management, LLC | 0.16% | Add +40.2% | 112,649 | $5.7M |
| Stableford Capital II LLC | 2.26% | New | 227,250 | $5.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +3.3% | 111,376 | $5.6M |
| Walkner Condon Financial Advisors LLC | 1.12% | Add +12.0% | 108,460 | $5.5M |
| Franklin Resources Inc. | 0.00% | Add +1.3% | 217,590 | $5.4M |
| GenWealth Group, Inc. | 1.22% | Add +8.5% | 104,685 | $5.3M |
| Benjamin Edwards Inc. | 0.08% | Add +33743.5% | 104,238 | $5.3M |
| LexAurum Advisors, LLC | 1.13% | Add +18.1% | 100,696 | $5.1M |
| Blake Schutter Theil Wealth Advisors, LLC | 3.58% | — | 98,573 | $5.0M |
| Raymond James & Associates | 0.00% | Add +56.9% | 98,158 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Add +1.5% | 97,291 | $4.9M |
| Heritage Wealth Management, Inc. | 4.44% | Reduce -0.2% | 97,243 | $4.9M |
| Myecfo, LLC | 2.55% | Add +2.5% | 93,200 | $4.7M |
| Focus Partners Wealth | 0.01% | New | 91,549 | $4.6M |
| Prevail Innovative Wealth Advisors, LLC | 1.41% | Add +86.3% | 91,318 | $4.6M |
| UBS Group AG | 0.00% | Add +3.9% | 90,186 | $4.6M |
| MML Investors Services, LLC | 0.02% | Add +15.7% | 90,064 | $4.6M |
| Christensen, King & Associates Investment Services, Inc. | 2.13% | Reduce -1.7% | 89,548 | $4.5M |
| Jones Financial Companies LLLP | 0.00% | Add +20.0% | 89,234 | $4.5M |
| Modus Advisors, LLC | 1.42% | Add +3.5% | 85,415 | $4.3M |
| W.H. Cornerstone Investments Inc. | 2.85% | Add +11.0% | 83,400 | $4.2M |
| Hilltop Partners LLC | 1.41% | Add +5.2% | 82,630 | $4.2M |
| Harvest Portfolios Group Inc. | 0.14% | Add +106.5% | 81,166 | $4.1M |
| Valmark Advisers, Inc. | 0.06% | Reduce -0.2% | 75,524 | $3.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +2.4% | 73,548 | $3.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.9% | 72,449 | $3.7M |
| RKL Wealth Management LLC | 0.32% | Reduce -2.3% | 69,575 | $3.5M |
| GTS Securities LLC | 0.07% | Add +251.6% | 69,351 | $3.5M |
| Mendota Financial Group, LLC | 1.66% | Add +9.6% | 68,758 | $3.5M |
| SYM FINANCIAL Corp | 0.46% | Add +18.9% | 68,102 | $3.4M |
| Foundations Investment Advisors, LLC | 0.07% | Add +84.1% | 65,275 | $3.3M |
| Passive Capital Management, LLC. | 1.14% | Reduce -18.7% | 64,671 | $3.3M |
| Spire Wealth Management | 0.11% | Reduce -1.3% | 63,299 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Add +12.7% | 63,069 | $3.2M |
| Columbus Macro, LLC | 1.15% | Add +65.8% | 88,496 | $3.2M |
| NewEdge Advisors, LLC | 0.02% | Add +841.4% | 57,875 | $2.9M |
| PrairieView Partners, LLC | 0.30% | Reduce -7.2% | 57,105 | $2.9M |
| TAP Consulting, LLC | 0.55% | Add +6.2% | 55,069 | $2.8M |
| Flow Traders U.S. LLC | 0.14% | Reduce -5.9% | 54,925 | $2.8M |
| Mgo One Seven LLC | 0.12% | Add +719.0% | 53,160 | $2.7M |
| Jacobson & Schmitt Advisors, LLC | 0.54% | New | 51,945 | $2.6M |
| Upper Left Wealth Management, LLC | 2.29% | Reduce -24.0% | 52,097 | $2.6M |
| Hendershot Investments Inc. | 0.35% | Add +3.3% | 51,601 | $2.6M |
| Kelly Financial Services LLC | 0.94% | New | 50,477 | $2.6M |
| Comerica Bank | 0.01% | Add +14.3% | 50,394 | $2.5M |
| Waverly Advisors, LLC | 0.05% | Add +5.0% | 50,233 | $2.5M |
| Vise Technologies, Inc. | 0.32% | Reduce -4.4% | 49,551 | $2.5M |
| Pflug Koory, LLC | 0.17% | — | 49,222 | $2.5M |
| Salem Investment Counselors Inc. | 0.07% | Add +3.7% | 49,143 | $2.5M |
| Meridian Management Co. | 0.63% | Reduce -8.3% | 48,900 | $2.5M |
| WealthCare Investment Partners, LLC | 1.08% | Reduce -24.5% | 49,651 | $2.5M |
| Kathleen S. Wright Associates Inc. | 1.01% | Add +24.6% | 48,385 | $2.4M |
| Ausdal Financial Partners, Inc. | 0.25% | Add +7.2% | 47,984 | $2.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.7% | 47,876 | $2.4M |
| Financial Consulate, Inc. | 0.64% | Reduce -0.3% | 47,303 | $2.4M |
| PAX Financial Group, LLC | 0.42% | Reduce -17.5% | 46,637 | $2.4M |
| Meritage Portfolio Management | 0.14% | Reduce -9.1% | 45,201 | $2.3M |
| Financial & Tax Architects, LLC | 0.59% | Add +0.4% | 45,055 | $2.3M |
| Inspire Advisors, LLC | 0.28% | Add +22.6% | 45,002 | $2.3M |
| Addison Advisors LLC | 0.62% | Reduce -1.3% | 43,951 | $2.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -9.4% | 43,222 | $2.2M |
| Alternative Investment Advisors, LLC. | 1.11% | Add +772.4% | 41,649 | $2.1M |
| Savvy Advisors, Inc. | 0.43% | Add +387.0% | 41,537 | $2.1M |
| Barden Capital Management, Inc. | 1.85% | Add +11.1% | 41,491 | $2.1M |
| MilWealth Group LLC | 0.59% | No change | 39,787 | $2.0M |
| Blair William & Co. | 0.01% | Add +15.7% | 39,400 | $2.0M |
| Cobblestone Capital Advisors LLC | 0.10% | Add +26.4% | 35,527 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +14.9% | 35,517 | $1.8M |
| North Ridge Wealth Advisors, Inc. | 1.16% | Add +2.9% | 33,749 | $1.7M |
| Principal Securities, Inc. | 0.04% | Add +8.0% | 33,581 | $1.7M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +19.7% | 41,049 | $1.7M |
| Compound Planning, Inc. | 0.10% | Add +12.3% | 33,054 | $1.7M |
| Diligent Investors, LLC | 0.38% | Reduce -4.4% | 32,751 | $1.7M |
| SeaCrest Wealth Management, LLC | 0.18% | Reduce -5.6% | 32,531 | $1.6M |
| Mendel Capital Management LLC | 0.99% | Add +3.3% | 31,785 | $1.6M |
| Merit Financial Group, LLC | 0.04% | Reduce -0.0% | 31,022 | $1.6M |
| Successful Portfolios LLC | 0.97% | Add +9.6% | 28,259 | $1.4M |
| Koshinski Asset Management, Inc. | 0.12% | Add +7.4% | 27,938 | $1.4M |
| Apollon Wealth Management, LLC | 0.04% | Add +44.6% | 27,282 | $1.4M |
| Brookstone Capital Management | 0.02% | Reduce -13.3% | 26,398 | $1.3M |
| Betterment LLC | 0.00% | Add +10.2% | 25,854 | $1.3M |
| Transatlantique Private Wealth LLC | 0.49% | New | 25,461 | $1.3M |
| Kaizen Financial Strategies | 0.74% | Add +3.7% | 25,230 | $1.3M |
| Csenge Advisory Group | 0.07% | Add +116.6% | 50,954 | $1.3M |
| Hutchinson Capital Management | 0.24% | Add +3.3% | 24,763 | $1.3M |
| Blue Trust, Inc. | 0.02% | Add +67.9% | 25,662 | $1.3M |
| Asset Management Group, Inc. | 0.17% | Reduce -1.3% | 23,756 | $1.2M |
| Charles Schwab Trust Co | 0.10% | Add +8.2% | 23,447 | $1.2M |
| Worth Asset Management, LLC | 0.64% | Add +317.9% | 23,140 | $1.2M |
| Willis Johnson & Associates, Inc. | 0.09% | Add +47.6% | 23,042 | $1.2M |
| Waycross Investment Management Co | 1.06% | New | 22,823 | $1.2M |
| Venture Visionary Partners LLC | 0.05% | Add +0.9% | 22,453 | $1.1M |
| Leavell Investment Management, Inc. | 0.06% | Add +219.3% | 22,413 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +66.1% | 43,761 | $1.1M |
| SignalPoint Asset Management, LLC | 0.25% | Add +2.4% | 21,162 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +5.5% | 20,898 | $1.1M |
| Manhattan West Asset Management, LLC | 0.27% | No change | 20,335 | $1.0M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.07% | New | 20,259 | $1.0M |
| Trust Point Inc. | 0.08% | Reduce -19.7% | 20,166 | $1.0M |
| Wealthspire Retirement, LLC | 0.08% | Add +8.5% | 19,530 | $988K |
| Corient Private Wealth LP | 0.00% | Add +40.9% | 19,279 | $976K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -18.6% | 19,274 | $975K |
| Park Avenue Securities LLC | 0.01% | Add +3.3% | 19,188 | $971K |
| Fifth Third Securities, Inc. | 0.09% | Add +2.2% | 18,846 | $954K |
| TD Private Client Wealth LLC | 0.03% | Reduce -66.2% | 18,464 | $934K |
| Avior Wealth Management, LLC | 0.04% | Add +0.5% | 18,380 | $930K |
| Moors & Cabot, Inc. | 0.04% | Add +9.0% | 17,760 | $899K |
| Concourse Financial Group Securities, Inc. | 0.05% | Reduce -4.7% | 17,379 | $879K |
| National Bank of Canada | 0.00% | Add +14.4% | 34,303 | $868K |
| Foster Group, Inc. | 0.03% | Reduce -4.6% | 16,720 | $846K |
| Rede Wealth, LLC | 0.32% | New | 16,296 | $825K |
| JFG Wealth Management, LLC | 0.22% | Add +2.1% | 16,013 | $810K |
| Horizon Financial Services, LLC | 0.48% | Reduce -8.0% | 15,975 | $808K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -10.1% | 15,749 | $797K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -11.3% | 15,516 | $785K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +49.4% | 15,190 | $769K |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -29.1% | 14,961 | $757K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -4.0% | 14,552 | $736K |
| Captrust Financial Advisors | 0.00% | Reduce -0.2% | 14,424 | $730K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +2.3% | 14,161 | $717K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.3% | 13,558 | $686K |
| Prudential Financial Inc. | 0.00% | Add +6.0% | 13,010 | $658K |
| CoreCap Advisors, LLC | 0.03% | New | 12,967 | $656K |
| CW Advisors, LLC | 0.01% | Reduce -6.0% | 12,467 | $631K |
| Cerity Partners LLC | 0.00% | Reduce -3.7% | 12,394 | $627K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +6.8% | 12,025 | $608K |
| Sigma Planning Corp | 0.02% | Reduce -0.0% | 12,024 | $608K |
| Commerce Bank | 0.00% | Reduce -62.2% | 11,885 | $601K |
| Fagan Associates, Inc. | 0.10% | Add +1.0% | 11,865 | $600K |
| ETF Store, Inc. | 0.61% | Add +1.3% | 11,742 | $594K |
| Farther Finance Advisors, LLC | 0.02% | Add +36.8% | 11,736 | $594K |
| WNY Asset Management, LLC | 0.07% | Reduce -25.6% | 11,677 | $591K |
| Equita Financial Network, Inc. | 0.21% | No change | 11,628 | $588K |
| Quartz Partners, LLC | 0.36% | — | 11,389 | $576K |
| Vision Capital Management, Inc. | 0.08% | Reduce -6.6% | 11,005 | $557K |
| Hardin Capital Partners, LLC | 0.31% | No change | 11,008 | $548K |
| Sonoma Private Wealth LLC | 0.85% | Add +14.4% | 10,779 | $545K |
| Rockbridge Investment Management, LCC | 0.07% | Reduce -5.0% | 10,721 | $542K |
| Noble Family Wealth, LLC | 0.15% | No change | 10,714 | $542K |
| Kings Path Partners LLC | 0.22% | Add +1.2% | 10,467 | $530K |
| Tran Capital Management, L.P. | 0.06% | No change | 10,141 | $513K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -10.7% | 10,100 | $511K |
| Dakota Wealth Management | 0.01% | Reduce -5.8% | 10,086 | $510K |
| Bangor Savings Bank | 0.05% | Reduce -46.6% | 10,014 | $507K |
| Empower Advisory Group, LLC | 0.00% | Add +3.6% | 9,862 | $499K |
| Carmichael Hill & Associates, Inc. | 0.18% | Add +179.0% | 9,722 | $492K |
| Hexagon Capital Partners LLC | 0.09% | Reduce -6.0% | 9,403 | $476K |
| Lederer & Associates Investment Counsel | 0.33% | Add +2.8% | 9,288 | $470K |
| Stephens Group Asset Management, LLC | 0.04% | New | 9,161 | $464K |
| Twele Capital Management, Inc. | 0.10% | Reduce -13.5% | 9,134 | $462K |
| Unique Wealth Strategies, LLC | 0.20% | Add +103.2% | 9,132 | $462K |
| Family Investment Center, Inc. | 0.12% | Add +33.0% | 9,117 | $461K |
| Johnson Financial Group, LLC | 0.06% | Reduce -2.3% | 8,975 | $454K |
| Integrated Advisors Network LLC | 0.02% | Reduce -0.3% | 8,909 | $451K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -8.3% | 8,816 | $446K |
| PFG Advisors | 0.03% | Add +41.3% | 8,671 | $439K |
| Ridgewood Investments LLC | 0.22% | Reduce -5.5% | 8,631 | $437K |
| IFP Advisors, Inc | 0.02% | Add +400.1% | 8,497 | $430K |
| WBH Advisory Inc. | 0.04% | Add +5.9% | 8,488 | $429K |
| Claro Advisors Inc. | 0.05% | Add +23.0% | 8,373 | $424K |
| HB Wealth Management, LLC | 0.00% | Reduce -3.2% | 8,330 | $422K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 8,119 | $411K |
| Private Advisor Group, LLC | 0.00% | Reduce -12.6% | 7,644 | $387K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +47.0% | 7,590 | $384K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +47.0% | 7,590 | $384K |
| HBW Advisory Services LLC | 0.05% | Add +3.0% | 7,405 | $375K |
| West Paces Advisors Inc. | 0.09% | Add +1.4% | 7,400 | $374K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +1.1% | 7,362 | $373K |
| FC Advisory LLC | 0.13% | Add +0.7% | 7,353 | $372K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 7,205 | $365K |
| Tortoise Investment Management, LLC | 0.04% | Reduce -4.0% | 7,001 | $354K |
| Meridian Wealth Partners, LLC | 0.05% | New | 6,955 | $352K |
| Larson Financial Group LLC | 0.02% | Reduce -16.3% | 6,504 | $329K |
| RHS Financial, LLC | 0.16% | New | 6,439 | $326K |
| Sonora Investment Management Group, LLC | 0.02% | New | 6,097 | $309K |
| Patten & Patten Inc. | 0.02% | Reduce -6.4% | 5,999 | $304K |
| Wealthgarden F.S. LLC | 0.29% | Add +39.7% | 5,900 | $299K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 5,754 | $291K |
| Ieq Capital, LLC | 0.00% | No change | 5,631 | $285K |
| Apella Capital, LLC | 0.01% | Reduce -6.9% | 5,570 | $281K |
| Florida Financial Advisors, LLC | 0.14% | New | 5,536 | $280K |
| Evanson Asset Management, LLC | 0.02% | Add +0.9% | 5,391 | $273K |
| FSB Premier Wealth Management, Inc. | 0.11% | Add +25.0% | 5,364 | $271K |
| Bristlecone Advisors, LLC | 0.02% | Add +0.7% | 5,303 | $268K |
| Orleans Capital Management Corp. | 0.15% | New | 5,300 | $268K |
| Ashton Thomas Securities, LLC | 0.05% | Reduce -0.6% | 5,220 | $264K |
| CFS Investment Advisory Services, LLC | 0.02% | No change | 5,209 | $264K |
| StoneX Group Inc. | 0.02% | Add +1.5% | 5,112 | $259K |
| AE Wealth Management LLC | 0.00% | New | 4,872 | $247K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -27.6% | 4,827 | $244K |
| Andrews, Lucia Wealth Management LLC | 0.17% | No change | 5,000 | $244K |
| TrinityPoint Wealth, LLC | 0.03% | Add +1.9% | 4,800 | $243K |
| AlphaQ Advisors LLC | 0.66% | No change | 4,694 | $238K |
| Allen Capital Group, LLC | 0.03% | Reduce -12.9% | 4,688 | $237K |
| Renaissance Technologies | 0.00% | New | 4,678 | $237K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 4,660 | $236K |
| Summit Wealth Group, LLC | 0.07% | No change | 4,539 | $230K |
| Kades & Cheifetz LLC | 0.13% | Add +0.9% | 4,537 | $230K |
| New Hampshire Trust | 0.05% | Add +5.3% | 4,487 | $227K |
| Milestone Investment Advisors LLC | 0.06% | No change | 4,455 | $225K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -40.9% | 4,451 | $225K |
| Purus Wealth Management, LLC | 0.09% | New | 4,300 | $218K |
| Absolute Capital Management, LLC | 0.13% | Reduce -34.6% | 4,282 | $217K |
| Wade Financial Advisory, Inc | 0.07% | Reduce -24.3% | 4,218 | $213K |
| Certified Advisory Corp | 0.02% | New | 4,084 | $207K |
| Acropolis Investment Management, LLC | 0.01% | No change | 4,062 | $206K |
| Van Strum & Towne Inc. | 0.07% | New | 4,025 | $204K |
| UMB Bank, n.a. | 0.00% | No change | 3,818 | $193K |
| WFA of San Diego, LLC | 0.16% | No change | 3,753 | $190K |
| Citigroup Inc. | 0.00% | Add +161.7% | 3,726 | $189K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | No change | 3,490 | $176K |
| Pineridge Advisors LLC | 0.07% | Add +85.3% | 3,463 | $175K |
| Robinswood Financial LLC | 0.06% | Add +10.7% | 3,410 | $173K |
| Capital Analysts, LLC | 0.01% | Reduce -24.6% | 3,217 | $163K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +5268.3% | 3,221 | $163K |
| ORG Partners LLC | 0.02% | No change | 3,045 | $154K |
| Caitlin John, LLC | 0.10% | Add +100.0% | 6,224 | $152K |
| FMR LLC | 0.00% | Reduce -44.7% | 2,783 | $141K |
| 1620 Investment Advisors, Inc. | 0.10% | Add +45.9% | 2,718 | $138K |
| Lanark Financial, Inc. | 0.01% | Add +5.6% | 2,705 | $136K |
| Archer Investment Corp | 0.03% | Add +16.0% | 2,530 | $128K |
| Private Wealth Management Group, LLC | 0.05% | Add +2.0% | 2,510 | $127K |
| Smartleaf Asset Management LLC | 0.01% | Add +5.5% | 2,429 | $123K |
| Breakwater Investment Management | 0.05% | No change | 2,177 | $110K |
| Roble, Belko & Company, Inc | 0.01% | No change | 1,847 | $93K |
| Hanson & Doremus Investment Management | 0.01% | Add +1.1% | 1,693 | $86K |
| NBT Bank, N.A. | 0.01% | Reduce -24.2% | 1,638 | $83K |
| US Bancorp \de | 0.00% | Reduce -4.2% | 1,633 | $83K |
| Tradewinds Capital Management, LLC | 0.02% | Reduce -33.0% | 1,448 | $73K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,445 | $73K |
| Global Retirement Partners, LLC | 0.00% | Reduce -30.2% | 1,385 | $70K |
| Family Asset Management, LLC | 0.04% | Reduce -53.0% | 1,381 | $70K |
| Richard W. Paul & Associates, LLC | 0.02% | New | 860 | $44K |
| Harbour Investments, Inc. | 0.00% | Add +24.3% | 843 | $43K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 700 | $35K |
| Townsend Asset Management Corp. /NC/ | 0.01% | No change | 659 | $33K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -10.4% | 1,169 | $30K |
| AlphaCore Capital LLC | 0.01% | Add +540.9% | 564 | $29K |
| MCF Advisors LLC | 0.00% | No change | 532 | $27K |
| Kennebec Savings Bank | 0.02% | — | 497 | $25K |
| AdvisorNet Financial, Inc | 0.00% | Add +2.3% | 443 | $22K |
| Rise Advisors, LLC | 0.01% | New | 411 | $21K |
| Tucker Asset Management LLC | 0.00% | Add +1384.6% | 386 | $20K |
| Oarsman Capital, Inc. | 0.00% | New | 328 | $17K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.3% | 298 | $15K |
| Northwest Investment Counselors, LLC | 0.00% | New | 270 | $14K |
| Geneos Wealth Management Inc. | 0.00% | No change | 262 | $13K |
| Montag A & Associates Inc. | 0.00% | Add +0.8% | 256 | $13K |
| Anfield Capital Management, LLC | 0.00% | No change | 490 | $12K |
| Mather Group, Llc. | 0.00% | Reduce -10.0% | 235 | $12K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 204 | $10K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 203 | $10K |
| Marquette Asset Management, LLC | 0.00% | New | 192 | $10K |
| Main Street Group, LTD | 0.00% | Reduce -0.5% | 183 | $9K |
| Front Row Advisors LLC | 0.00% | No change | 150 | $8K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 135 | $7K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -27.2% | 131 | $7K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 130 | $7K |
| Assetmark, Inc. | 0.00% | Add +12800.0% | 129 | $7K |
| Investors Research Corp | 0.00% | No change | 117 | $6K |
| Truvestments Capital LLC | 0.00% | New | 115 | $6K |
| Friedenthal Financial | 0.00% | Reduce -15.0% | 113 | $6K |
| Wiser Advisor Group LLC | 0.01% | Reduce -45.8% | 110 | $6K |
| Qube Research & Technologies Ltd | 0.00% | No change | 101 | $5K |
| Coston, McIsaac & Partners | 0.00% | Add +27.2% | 117 | $5K |
| NorthRock Partners, LLC | 0.00% | Reduce -23.9% | 172 | $5K |
| Eagle Bay Advisors LLC | 0.00% | Add +1.1% | 92 | $5K |
| Syntrinsic LLC | 0.00% | No change | 92 | $5K |
| Pacifica Partners Inc. | 0.00% | No change | 90 | $5K |
| Planned Solutions, Inc. | 0.00% | New | 90 | $5K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 79 | $4K |
| Financial Management Professionals, Inc. | 0.00% | Add +63.6% | 54 | $3K |
| Element Wealth, LLC | 0.00% | No change | 59 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 58 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -47.3% | 58 | $3K |
| Financial Gravity Companies, Inc. | 0.00% | — | 55 | $3K |
| Private Capital Management LLC | 0.00% | New | 52 | $3K |
| GeoWealth Management, LLC | 0.00% | Reduce -30.1% | 51 | $3K |
| Key Financial Inc | 0.00% | No change | 49 | $2K |
| Rothschild Investment LLC | 0.00% | Add +108.7% | 48 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 43 | $2K |
| Simplex Trading, LLC | 0.00% | New | 50 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -6.5% | 29 | $1K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 29 | $1K |
| Continuum Advisory, LLC | 0.00% | Reduce -15.9% | 58 | $1K |
| Wagner Wealth Management, LLC | 0.00% | Add +13.0% | 26 | $1K |
| Thompson Investment Management, Inc. | 0.00% | No change | 23 | $1K |
| Macroview Investment Management LLC | 0.00% | No change | 21 | $1K |
| Versant Capital Management, Inc | 0.00% | Reduce -99.5% | 18 | $920 |
| Mfa Wealth Advisors, LLC | 0.00% | No change | 13 | $658 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 11 | $557 |
| Global Wealth Strategies & Associates | 0.00% | No change | 10 | $506 |
| FAS Wealth Partners, Inc. | 0.00% | No change | 10 | $492 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 9 | $455 |
| Rosenberg Matthew Hamilton | 0.00% | No change | 8 | $405 |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 6 | $304 |
| Concord Wealth Partners | 0.00% | Reduce -99.9% | 1 | $31 |
| Avion Wealth | 0.00% | No change | 18 | $0 |
| Evolution Advisers, Inc. | 0.00% | No change | 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.