Schwab Intermediate-Term USSCHRETF
13F holders, Q4 2024 (December 31)430holders +46
48new positions
29sold out
1famous investor
$24.29avg. 13F price*
At the end of Q4 2024, 430 institutions reported holding Schwab Intermediate-Term US (SCHR) in their 13F filings, up 46 from Q3 2024. 48 opened new positions and 29 sold out. The largest holders were Charles Schwab Investment Management Inc. ($5.3B), Royal Bank of Canada ($387.1M) and Ameriprise Financial Inc. ($307.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Schwab Intermediate-Term US
- CUSIP
- 808524854
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $35.8M |
| Exits | 29 | $52.4M |
All 13F filers, Q3 2024 → Q4 2024: 16,715,934 shares bought and 22,305,854 shares sold, net −5,589,920 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 430 holders
| Charles Schwab Investment Management Inc. | 0.97% | Add +0.9% | 217,197,886 | $5.3B |
| Royal Bank of Canada | 0.08% | Reduce -25.4% | 15,936,926 | $387.1M |
| Ameriprise Financial Inc. | 0.08% | Add +22.2% | 12,675,135 | $307.9M |
| Bank of America Corp. | 0.02% | Add +3.7% | 8,473,433 | $205.8M |
| Stifel Financial Corp. | 0.20% | Reduce -0.2% | 7,779,263 | $189.0M |
| JPMorgan Chase & Co. | 0.01% | Add +104.1% | 5,703,976 | $138.5M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Add +56.7% | 3,324,717 | $80.8M |
| Cornerstone Wealth Advisors, Inc. | 22.05% | Add +5.4% | 3,307,596 | $80.3M |
| State Street Corp. | 0.00% | No change | 2,900,000 | $70.4M |
| Pacific Sage Partners, LLC | 14.36% | Add +2.8% | 2,591,654 | $63.0M |
| Madison Asset Management, LLC | 0.63% | Add +5.8% | 2,316,840 | $56.3M |
| Madison Investment Advisors, LLC | 0.63% | — | 2,316,840 | $56.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +29.2% | 2,223,082 | $54.0M |
| Avidian Wealth Enterprises, LLC | 2.32% | Add +4.8% | 2,128,548 | $51.7M |
| Resonant Capital Advisors, LLC | 3.58% | Add +16.1% | 2,016,938 | $49.0M |
| Crane Advisory, LLC | 7.91% | Reduce -5.1% | 1,860,248 | $45.1M |
| Intelligence Driven Advisers, LLC | 7.43% | Reduce -17.2% | 1,627,063 | $39.5M |
| Moisand Fitzgerald Tamayo, LLC | 5.45% | Add +4.0% | 1,588,042 | $38.6M |
| Clearstead Advisors, LLC | 0.53% | Add +5.6% | 1,444,096 | $35.1M |
| West Coast Financial LLC | 3.82% | Add +5.3% | 1,428,036 | $34.7M |
| Allworth Financial LP | 0.19% | Add +0.8% | 1,384,350 | $33.6M |
| Foster & Motley Inc. | 2.13% | Add +4.5% | 1,345,573 | $32.7M |
| Creative Planning | 0.03% | Reduce -13.0% | 1,225,863 | $29.8M |
| Allspring Global Investments Holdings, LLC | 0.05% | Reduce -16.8% | 1,202,032 | $29.2M |
| Bouchey Financial Group, Ltd. | 2.55% | Add +19.5% | 1,202,011 | $29.2M |
| FLC Capital Advisors | 6.52% | Add +2.4% | 1,167,217 | $28.4M |
| Morgan Stanley | 0.00% | Reduce -23.5% | 1,152,505 | $28.0M |
| SeaBridge Investment Advisors LLC | 5.69% | Add +53.0% | 1,120,329 | $27.2M |
| Beacon Wealthcare LLC | 10.96% | Add +5.1% | 1,112,228 | $27.0M |
| First National Trust Co | 0.95% | Add +7.5% | 1,044,541 | $25.4M |
| Cwm, LLC | 0.10% | Reduce -51.9% | 1,037,837 | $25.2M |
| BlackRock, Inc. | 0.00% | Reduce -15.8% | 1,034,017 | $25.1M |
| Northwest Capital Management Inc | 10.72% | Reduce -52.9% | 1,029,172 | $25.0M |
| LPL Financial LLC | 0.01% | Add +18.6% | 997,479 | $24.2M |
| Baird Financial Group, Inc. | 0.05% | Add +325.5% | 989,355 | $24.0M |
| Galvin, Gaustad & Stein, LLC | 2.16% | Add +3.0% | 977,769 | $23.8M |
| WestHill Financial Advisors, Inc. | 5.23% | Reduce -2.8% | 960,723 | $23.3M |
| Stokes Family Office, LLC | 2.29% | Add +10.3% | 881,203 | $21.4M |
| DAVENPORT & Co LLC | 0.12% | Add +5.3% | 876,247 | $21.3M |
| Financial Counselors Inc. | 0.31% | Add +11.9% | 866,241 | $21.0M |
| Tradition Wealth Management, LLC | 1.72% | Add +6.7% | 802,581 | $19.5M |
| Your Advocates Ltd., LLP | 7.45% | Add +4.0% | 771,612 | $18.7M |
| HC Advisors, LLC | 14.91% | Add +6.8% | 764,811 | $18.6M |
| Empowered Funds, LLC | 0.26% | Add +17.6% | 720,560 | $17.5M |
| MassMutual Private Wealth & Trust, FSB | 0.48% | Add +11.8% | 698,119 | $17.0M |
| Archer Investment Management, LLC | 10.43% | — | 697,449 | $16.9M |
| Altiora Financial Group, LLC | 3.38% | Reduce -6.1% | 638,791 | $15.5M |
| Diversify Wealth Management, LLC | 1.21% | Reduce -43.9% | 644,446 | $15.5M |
| Cetera Investment Advisers | 0.03% | Add +5.4% | 591,037 | $14.4M |
| Marshall Financial Group, LLC | 3.44% | Add +4.7% | 584,564 | $14.2M |
| Greenline Partners, LLC | 1.91% | Reduce -16.9% | 561,236 | $13.6M |
| Advisory Alpha, LLC | 0.46% | Add +7.6% | 527,784 | $12.8M |
| GenWealth Group, Inc. | 2.86% | Add +147.1% | 517,408 | $12.6M |
| Pure Portfolios Holdings LLC | 4.60% | Add +6.5% | 510,108 | $12.4M |
| Stratos Wealth Advisors, LLC | 0.56% | Add +0.6% | 483,118 | $11.7M |
| SWS Partners | 3.45% | Add +18.4% | 469,698 | $11.4M |
| Morton Brown Family Wealth, LLC | 3.91% | Add +5.7% | 461,713 | $11.2M |
| Franklin Resources Inc. | 0.00% | Add +1.6% | 442,243 | $10.7M |
| Wells Fargo & Company | 0.00% | Add +6.7% | 438,147 | $10.6M |
| Sentinel Pension Advisors, LLC | 1.78% | Add +2.9% | 395,800 | $9.6M |
| Fiduciary Alliance LLC | 0.96% | Add +13.3% | 391,107 | $9.5M |
| High Probability Advisors, LLC | 1.66% | Reduce -39.4% | 382,232 | $9.3M |
| Mariner, LLC | 0.02% | Reduce -9.0% | 378,003 | $9.2M |
| Walkner Condon Financial Advisors LLC | 1.80% | Add +68.3% | 364,963 | $8.9M |
| Exencial Wealth Advisors, LLC | 0.32% | Add +17.2% | 361,134 | $8.8M |
| McAdam, LLC | 0.48% | Add +5.9% | 359,996 | $8.7M |
| Act Two Investors LLC | 1.70% | Add +2.0% | 359,262 | $8.7M |
| Bank of Montreal | 0.00% | Reduce -85.9% | 356,218 | $8.7M |
| WT Wealth Management | 2.70% | Reduce -52.0% | 353,984 | $8.6M |
| SIMA Wealth Partners, LLC | 7.04% | Add +14.5% | 341,104 | $8.3M |
| Tennessee Valley Asset Management Partners | 1.38% | Reduce -44.7% | 338,270 | $8.2M |
| Darrow Company, Inc. | 4.68% | Add +7.5% | 332,352 | $8.1M |
| Lake Street Advisors Group, LLC | 0.37% | Reduce -25.0% | 327,931 | $8.0M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +298.8% | 327,426 | $8.0M |
| Summit Financial, LLC | 0.28% | Add +7.2% | 326,363 | $7.9M |
| Valmark Advisers, Inc. | 0.12% | Add +110.3% | 317,591 | $7.7M |
| Creative Financial Designs Inc. | 0.61% | Add +1.7% | 308,485 | $7.5M |
| Centric Wealth Management | 1.99% | Reduce -53.9% | 303,655 | $7.4M |
| Attessa Capital LLC | 4.92% | — | 297,175 | $7.2M |
| Oakwell Private Wealth Management, LLC | 2.02% | Add +15.9% | 296,026 | $7.2M |
| One Degree Advisors Inc | 2.90% | Reduce -43.2% | 292,495 | $7.1M |
| Clarity Wealth Development LLC | 7.24% | — | 273,259 | $6.7M |
| Vident Advisory, LLC | 0.12% | New | 270,646 | $6.6M |
| Flputnam Investment Management Co. | 0.11% | Reduce -4.1% | 258,286 | $6.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +14.8% | 255,752 | $6.2M |
| CreativeOne Wealth, LLC | 0.19% | Reduce -2.2% | 250,666 | $6.1M |
| Libra Wealth LLC | 2.35% | No change | 248,494 | $6.0M |
| Advocate Group LLC | 1.14% | Add +8.8% | 248,464 | $6.0M |
| Benjamin Edwards Inc. | 0.08% | Add +16.5% | 242,934 | $5.9M |
| Private Advisor Group, LLC | 0.03% | Add +1463.9% | 239,090 | $5.8M |
| Foundation Wealth Management, LLC\PA | 2.76% | — | 234,578 | $5.7M |
| Raymond James Financial Inc. | 0.00% | — | 230,094 | $5.6M |
| Code Waechter LLC | 4.84% | Add +1.1% | 228,243 | $5.5M |
| Jones Financial Companies LLLP | 0.01% | Add +27.0% | 226,673 | $5.5M |
| Stableford Capital II LLC | 2.17% | Reduce -50.3% | 225,936 | $5.5M |
| Harvest Portfolios Group Inc. | 0.18% | Add +36.9% | 222,305 | $5.4M |
| Independent Solutions Wealth Management, LLC | 1.16% | Reduce -12.4% | 218,323 | $5.3M |
| Kathmere Capital Management, LLC | 0.47% | New | 214,560 | $5.2M |
| Blake Schutter Theil Wealth Advisors, LLC | 5.42% | Add +7.1% | 211,119 | $5.1M |
| LexAurum Advisors, LLC | 1.02% | Add +3.9% | 209,296 | $5.1M |
| Christensen, King & Associates Investment Services, Inc. | 2.37% | Add +16.6% | 208,804 | $5.1M |
| UBS Group AG | 0.00% | Add +14.0% | 205,695 | $5.0M |
| Heritage Wealth Management, Inc. | 4.24% | Add +5.1% | 204,350 | $5.0M |
| Focus Partners Wealth | 0.01% | Add +3.2% | 188,945 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -3.0% | 188,747 | $4.6M |
| North Forty Two & Co. | 5.10% | — | 181,735 | $4.4M |
| Asio Capital, LLC | 0.83% | New | 180,014 | $4.4M |
| Myecfo, LLC | 2.34% | Reduce -4.3% | 178,299 | $4.3M |
| W.H. Cornerstone Investments Inc. | 2.85% | Add +5.3% | 175,699 | $4.3M |
| Modus Advisors, LLC | 1.33% | Add +2.2% | 174,612 | $4.2M |
| Hilltop Partners LLC | 1.37% | No change | 165,338 | $4.0M |
| Kelly Financial Services LLC | 1.44% | Add +62.5% | 164,068 | $4.0M |
| Hershey Financial Advisers, LLC | 3.40% | — | 159,163 | $3.9M |
| Jacobson & Schmitt Advisors, LLC | 0.72% | Add +47.2% | 152,971 | $3.7M |
| Foundations Investment Advisors, LLC | 0.07% | Add +12.0% | 146,180 | $3.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.0% | 141,928 | $3.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -5.1% | 139,601 | $3.4M |
| MML Investors Services, LLC | 0.01% | Reduce -23.9% | 137,151 | $3.3M |
| SYM FINANCIAL Corp | 0.43% | No change | 136,277 | $3.3M |
| Columbus Macro, LLC | 0.45% | Reduce -23.8% | 134,853 | $3.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +40.8% | 134,810 | $3.3M |
| HighTower Advisors, LLC | 0.00% | Add +6.4% | 134,170 | $3.3M |
| Captrust Financial Advisors | 0.01% | Add +341.4% | 127,342 | $3.1M |
| Addison Advisors LLC | 0.85% | Add +44.0% | 126,541 | $3.1M |
| Passive Capital Management, LLC. | 1.08% | Reduce -2.4% | 126,302 | $3.1M |
| Ausdal Financial Partners, Inc. | 0.26% | Add +28.5% | 123,342 | $3.0M |
| Spire Wealth Management | 0.09% | Reduce -2.8% | 123,103 | $3.0M |
| Vise Technologies, Inc. | 0.25% | Add +23.2% | 122,079 | $3.0M |
| Cobblestone Capital Advisors LLC | 0.16% | Add +70.0% | 120,788 | $2.9M |
| IHT Wealth Management, LLC | 0.09% | Reduce -48.1% | 116,861 | $2.8M |
| TAP Consulting, LLC | 0.57% | Add +3.8% | 114,319 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | New | 108,704 | $2.6M |
| Hendershot Investments Inc. | 0.36% | Add +4.4% | 107,727 | $2.6M |
| Upper Left Wealth Management, LLC | 2.23% | Add +3.0% | 107,377 | $2.6M |
| Focus Financial Network, Inc. | 0.10% | Reduce -65.3% | 106,364 | $2.6M |
| CoreCap Advisors, LLC | 0.12% | Add +307.1% | 105,568 | $2.6M |
| Salem Investment Counselors Inc. | 0.08% | Add +6.8% | 104,988 | $2.6M |
| Kathleen S. Wright Associates Inc. | 1.05% | Add +7.4% | 103,939 | $2.5M |
| Meritage Portfolio Management | 0.16% | Add +14.1% | 103,182 | $2.5M |
| Pflug Koory, LLC | 0.17% | Add +4.3% | 102,645 | $2.5M |
| Mendota Financial Group, LLC | 1.60% | Reduce -26.0% | 101,823 | $2.5M |
| Financial & Tax Architects, LLC | 0.63% | Add +12.3% | 101,159 | $2.5M |
| Stephens Group Asset Management, LLC | 0.20% | Add +446.4% | 100,105 | $2.4M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -64.7% | 99,993 | $2.4M |
| RKL Wealth Management LLC | 0.21% | Reduce -30.8% | 96,308 | $2.3M |
| Alternative Investment Advisors, LLC. | 1.21% | Add +14.5% | 95,371 | $2.3M |
| Prevail Innovative Wealth Advisors, LLC | 0.67% | Reduce -48.2% | 94,677 | $2.3M |
| OneAscent Financial Services LLC | 0.19% | New | 93,873 | $2.3M |
| Opus Capital Group, LLC | 0.29% | New | 93,326 | $2.3M |
| Financial Consulate, Inc. | 0.60% | Reduce -1.9% | 92,793 | $2.3M |
| Blair William & Co. | 0.01% | Add +15.4% | 90,941 | $2.2M |
| PAX Financial Group, LLC | 0.39% | Reduce -4.3% | 89,286 | $2.2M |
| Barden Capital Management, Inc. | 1.86% | Add +7.4% | 89,144 | $2.2M |
| Kelly Financial Group LLC | 0.75% | — | 87,168 | $2.1M |
| Meridian Management Co. | 0.54% | Reduce -13.2% | 84,894 | $2.1M |
| Transatlantique Private Wealth LLC | 0.78% | Add +66.6% | 84,843 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +19.2% | 84,672 | $2.1M |
| Inspire Advisors, LLC | 0.25% | Reduce -6.0% | 84,589 | $2.1M |
| Enstar Group LTD | 0.71% | New | 83,500 | $2.0M |
| Principal Securities, Inc. | 0.05% | Add +23.5% | 82,966 | $2.0M |
| MilWealth Group LLC | 0.55% | Add +4.2% | 82,884 | $2.0M |
| PrairieView Partners, LLC | 0.21% | Reduce -27.9% | 82,390 | $2.0M |
| Compound Planning, Inc. | 0.10% | Add +20.9% | 79,946 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -39.9% | 69,569 | $1.7M |
| Comerica Bank | 0.01% | Reduce -31.1% | 69,497 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -19.8% | 69,374 | $1.7M |
| Kaizen Financial Strategies | 0.96% | Add +37.3% | 69,260 | $1.7M |
| National Bank of Canada | 0.00% | Add +0.5% | 68,925 | $1.7M |
| Waverly Advisors, LLC | 0.03% | Reduce -32.0% | 68,331 | $1.7M |
| North Ridge Wealth Advisors, Inc. | 1.13% | No change | 67,498 | $1.6M |
| Csenge Advisory Group | 0.09% | Reduce -34.3% | 66,938 | $1.6M |
| Sonoma Private Wealth LLC | 2.62% | Add +209.7% | 66,760 | $1.6M |
| WealthCare Investment Partners, LLC | 0.67% | Reduce -36.4% | 63,170 | $1.5M |
| Mendel Capital Management LLC | 0.93% | Reduce -1.0% | 62,955 | $1.5M |
| Savvy Advisors, Inc. | 0.18% | Reduce -25.7% | 61,712 | $1.5M |
| Betterment LLC | 0.00% | Add +17.8% | 60,888 | $1.5M |
| L.K. Benson & Company, P.C. | 1.04% | — | 60,668 | $1.5M |
| Diligent Investors, LLC | 0.34% | Reduce -7.9% | 60,314 | $1.5M |
| Successful Portfolios LLC | 0.97% | Add +5.2% | 59,441 | $1.4M |
| SeaCrest Wealth Management, LLC | 0.15% | Reduce -9.2% | 59,077 | $1.4M |
| Charles Schwab Trust Co | 0.11% | Add +13.1% | 53,021 | $1.3M |
| Inman Jager Wealth Management, LLC | 0.96% | — | 50,472 | $1.2M |
| Hutchinson Capital Management | 0.22% | Reduce -1.3% | 48,891 | $1.2M |
| Willis Johnson & Associates, Inc. | 0.09% | Add +4.1% | 47,969 | $1.2M |
| Asset Management Group, Inc. | 0.20% | Reduce -0.3% | 47,348 | $1.2M |
| Merit Financial Group, LLC | 0.02% | Reduce -23.9% | 47,227 | $1.1M |
| Waycross Investment Management Co | 1.17% | No change | 45,646 | $1.1M |
| Integrity Wealth Advisors, Inc. | 0.81% | — | 45,616 | $1.1M |
| Venture Visionary Partners LLC | 0.05% | Add +1.2% | 45,432 | $1.1M |
| Beverly Hills Private Wealth, LLC | 0.22% | New | 45,374 | $1.1M |
| Brookstone Capital Management | 0.02% | Reduce -14.6% | 45,096 | $1.1M |
| Freedom Investment Management, Inc. | 0.09% | New | 44,511 | $1.1M |
| JFG Wealth Management, LLC | 0.25% | Add +38.1% | 44,245 | $1.1M |
| Vermillion Wealth Management, Inc. | 0.54% | — | 43,095 | $1.0M |
| Independent Advisor Alliance | 0.01% | New | 42,956 | $1.0M |
| Koshinski Asset Management, Inc. | 0.09% | Reduce -23.6% | 42,681 | $1.0M |
| TD Private Client Wealth LLC | 0.03% | Add +11.3% | 41,103 | $998K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -53.6% | 40,649 | $987K |
| Manhattan West Asset Management, LLC | 0.27% | Reduce -0.1% | 40,613 | $986K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.07% | Reduce -0.6% | 40,280 | $978K |
| Fifth Third Securities, Inc. | 0.08% | Add +6.5% | 40,158 | $975K |
| Moors & Cabot, Inc. | 0.05% | Add +12.3% | 39,875 | $969K |
| Phil A. Younker & Associates, Ltd. | 0.96% | — | 39,686 | $964K |
| Wealthspire Retirement, LLC | 0.08% | Add +0.5% | 39,253 | $953K |
| SignalPoint Asset Management, LLC | 0.23% | Reduce -7.5% | 39,161 | $951K |
| Eagle Strategies LLC | 0.16% | New | 38,327 | $931K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -9.0% | 38,032 | $924K |
| Avior Wealth Management, LLC | 0.03% | Add +0.7% | 37,032 | $900K |
| Corient Private Wealth LP | 0.00% | Reduce -4.1% | 36,969 | $898K |
| Rede Wealth, LLC | 0.33% | Add +8.8% | 35,473 | $862K |
| Janney Montgomery Scott LLC | 0.00% | Add +13.6% | 35,250 | $856K |
| Tortoise Investment Management, LLC | 0.09% | Add +150.8% | 35,116 | $853K |
| Park Avenue Securities LLC | 0.01% | Reduce -9.4% | 34,781 | $845K |
| South Plains Financial, Inc. | 0.62% | — | 33,480 | $813K |
| Commerce Bank | 0.00% | Add +34.3% | 31,915 | $775K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.2% | 31,422 | $763K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +3.4% | 31,404 | $763K |
| Brucke Financial, Inc. | 0.65% | — | 31,051 | $758K |
| Avantax Advisory Services, Inc. | 0.00% | Add +14.9% | 31,166 | $757K |
| Leavell Investment Management, Inc. | 0.04% | Reduce -32.4% | 30,302 | $736K |
| Farther Finance Advisors, LLC | 0.03% | Add +24.7% | 29,268 | $711K |
| Sellwood Investment Partners LLC | 0.38% | — | 29,184 | $709K |
| Studio Investment Management LLC | 0.15% | New | 29,149 | $708K |
| True Link Financial Advisors, LLC | 0.06% | New | 28,151 | $684K |
| Horizon Financial Services, LLC | 0.37% | Reduce -14.8% | 27,231 | $661K |
| Morningstar Investment Services LLC | 0.06% | Reduce -95.2% | 27,129 | $659K |
| Larson Financial Group LLC | 0.03% | Add +105.1% | 26,684 | $648K |
| Equita Financial Network, Inc. | 0.23% | Add +14.4% | 26,600 | $646K |
| Cerity Partners LLC | 0.00% | Add +7.0% | 26,517 | $644K |
| StoneX Group Inc. | 0.04% | Add +155.8% | 26,155 | $635K |
| CW Advisors, LLC | 0.01% | Add +1.7% | 25,348 | $616K |
| Thrivent Financial for Lutherans | 0.00% | New | 24,803 | $602K |
| GWN Securities Inc. | 0.16% | — | 24,716 | $600K |
| Sigma Planning Corp | 0.02% | Add +1.7% | 24,458 | $594K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 24,050 | $584K |
| Fagan Associates, Inc. | 0.09% | Reduce -0.5% | 23,613 | $574K |
| Empower Advisory Group, LLC | 0.00% | Add +18.9% | 23,444 | $569K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -21.3% | 22,917 | $557K |
| Kings Path Partners LLC | 0.23% | Add +5.2% | 22,018 | $535K |
| Hardin Capital Partners, LLC | 0.32% | No change | 22,016 | $535K |
| Quartz Partners, LLC | 0.32% | Reduce -3.7% | 21,942 | $533K |
| WNY Asset Management, LLC | 0.07% | Reduce -6.6% | 21,811 | $530K |
| Rockbridge Investment Management, LCC | 0.07% | Reduce -0.8% | 21,272 | $517K |
| Noble Family Wealth, LLC | 0.14% | Reduce -1.0% | 21,208 | $516K |
| Wealthgarden F.S. LLC | 0.47% | Add +76.9% | 20,872 | $507K |
| Tran Capital Management, L.P. | 0.06% | No change | 20,282 | $493K |
| Unique Wealth Strategies, LLC | 0.22% | Add +10.8% | 20,239 | $492K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 20,200 | $491K |
| Bangor Savings Bank | 0.05% | Reduce -0.9% | 19,848 | $482K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -44.6% | 19,261 | $468K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -35.9% | 19,196 | $466K |
| Dakota Wealth Management | 0.01% | Reduce -6.1% | 18,934 | $460K |
| Assetmark, Inc. | 0.00% | Add +7209.7% | 18,859 | $458K |
| Hexagon Capital Partners LLC | 0.08% | Add +0.2% | 18,846 | $458K |
| Twele Capital Management, Inc. | 0.10% | Add +2.4% | 18,704 | $454K |
| GTS Securities LLC | 0.02% | Reduce -86.7% | 18,484 | $449K |
| Family Investment Center, Inc. | 0.11% | Add +1.2% | 18,460 | $448K |
| Lederer & Associates Investment Counsel | 0.31% | Reduce -1.1% | 18,379 | $446K |
| Fermata Advisors, LLC | 0.08% | New | 18,308 | $445K |
| Johnson Financial Group, LLC | 0.05% | Add +1.3% | 18,175 | $441K |
| Integrated Advisors Network LLC | 0.02% | Add +1.5% | 18,084 | $439K |
| Trust Point Inc. | 0.03% | Reduce -56.6% | 17,510 | $425K |
| Ridgewood Investments LLC | 0.20% | Add +0.3% | 17,312 | $421K |
| Vision Capital Management, Inc. | 0.06% | Reduce -23.0% | 16,945 | $412K |
| PFG Advisors | 0.03% | Reduce -2.5% | 16,899 | $410K |
| Mgo One Seven LLC | 0.02% | Reduce -84.4% | 16,543 | $402K |
| New Hampshire Trust | 0.08% | Add +80.3% | 16,177 | $393K |
| Note Advisors, LLC | 0.34% | — | 15,838 | $385K |
| Portland Financial Advisors Inc | 1.02% | — | 15,660 | $380K |
| HBW Advisory Services LLC | 0.04% | Add +1.8% | 15,082 | $366K |
| Seneschal Advisors, LLC | 0.30% | — | 14,891 | $362K |
| FC Advisory LLC | 0.12% | Add +0.7% | 14,801 | $360K |
| Thompson David Blair | 0.26% | — | 14,784 | $359K |
| Strategic Wealth Investment Group, LLC | 0.02% | New | 2,269 | $343K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -4.3% | 14,084 | $342K |
| Hollencrest Capital Management | 0.01% | New | 13,940 | $339K |
| Coston, McIsaac & Partners | 0.10% | Add +5685.9% | 13,539 | $328K |
| Natixis Advisors, LLC | 0.00% | New | 13,348 | $324K |
| Meridian Wealth Partners, LLC | 0.05% | Reduce -5.4% | 13,155 | $320K |
| RHS Financial, LLC | 0.16% | Add +1.4% | 13,054 | $317K |
| West Paces Advisors Inc. | 0.08% | Reduce -13.4% | 12,815 | $311K |
| L2 Asset Management, LLC | 0.07% | New | 12,542 | $305K |
| Claro Advisors Inc. | 0.04% | Reduce -26.3% | 12,345 | $300K |
| Sonora Investment Management Group, LLC | 0.02% | Reduce -0.7% | 12,114 | $294K |
| Absolute Capital Management, LLC | 0.16% | Add +40.8% | 12,061 | $293K |
| Ieq Capital, LLC | 0.00% | Add +5.1% | 11,832 | $287K |
| Apella Capital, LLC | 0.01% | No change | 11,151 | $271K |
| Asset Allocation Strategies LLC | 0.07% | New | 11,146 | $270K |
| Worth Asset Management, LLC | 0.14% | Reduce -76.2% | 11,022 | $268K |
| Ransom Advisory, Ltd | 0.12% | New | 11,000 | $267K |
| Evanson Asset Management, LLC | 0.02% | Add +1.2% | 10,914 | $265K |
| Ashton Thomas Securities, LLC | 0.07% | Add +1.3% | 10,577 | $257K |
| Patten & Patten Inc. | 0.02% | Reduce -13.7% | 10,350 | $251K |
| Orleans Capital Management Corp. | 0.14% | Reduce -2.8% | 10,300 | $251K |
| HB Wealth Management, LLC | 0.00% | Reduce -38.4% | 10,268 | $249K |
| Flow Traders U.S. LLC | 0.01% | Reduce -90.8% | 10,078 | $245K |
| Chancellor Financial Group WB LP | 0.20% | — | 10,069 | $245K |
| Certified Advisory Corp | 0.03% | Add +22.4% | 10,001 | $243K |
| Washington Trust Advisors, Inc. | 0.02% | Reduce -13.1% | 10,000 | $243K |
| TrinityPoint Wealth, LLC | 0.03% | Add +1.6% | 9,751 | $237K |
| Sanctuary Advisors, LLC | 0.00% | New | 9,505 | $232K |
| Citigroup Inc. | 0.00% | Add +28.3% | 9,562 | $232K |
| Transform Wealth, LLC | 0.01% | New | 9,548 | $232K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -37.3% | 9,523 | $231K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -37.3% | 9,523 | $231K |
| Citadel Advisors | 0.00% | New | 9,404 | $228K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 9,320 | $226K |
| Capital Analysts, LLC | 0.01% | Add +44.0% | 9,262 | $225K |
| BCS Wealth Management | 0.06% | New | 9,162 | $223K |
| Pineridge Advisors LLC | 0.08% | Add +30.7% | 9,054 | $220K |
| AE Wealth Management LLC | 0.00% | Reduce -8.2% | 8,948 | $217K |
| Milestone Investment Advisors LLC | 0.06% | No change | 8,910 | $216K |
| Jane Street Group, LLC | 0.00% | Reduce -99.8% | 8,807 | $214K |
| WBH Advisory Inc. | 0.02% | Reduce -48.4% | 8,761 | $213K |
| FSB Premier Wealth Management, Inc. | 0.09% | Reduce -18.6% | 8,728 | $212K |
| Kades & Cheifetz LLC | 0.11% | Reduce -4.3% | 8,685 | $211K |
| Purus Wealth Management, LLC | 0.08% | No change | 8,600 | $209K |
| AlphaQ Advisors LLC | 0.57% | Reduce -9.0% | 8,541 | $207K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -19.1% | 8,425 | $205K |
| Wade Financial Advisory, Inc | 0.07% | No change | 8,436 | $205K |
| Chapman Financial Group, LLC | 0.16% | — | 8,400 | $204K |
| Allen Capital Group, LLC | 0.02% | Reduce -10.7% | 8,373 | $203K |
| Lifeworks Advisors, LLC | 0.04% | New | 8,355 | $203K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 8,312 | $202K |
| Acropolis Investment Management, LLC | 0.01% | No change | 8,124 | $197K |
| Transce3nd, LLC | 0.06% | — | 7,762 | $189K |
| IFP Advisors, Inc | 0.01% | Reduce -55.6% | 7,538 | $183K |
| Aptus Capital Advisors, LLC | 0.00% | Add +200.9% | 7,035 | $171K |
| Private Wealth Management Group, LLC | 0.06% | Add +31.9% | 6,620 | $161K |
| Caitlin John, LLC | 0.10% | Reduce -50.0% | 6,224 | $151K |
| ORG Partners LLC | 0.02% | No change | 6,090 | $148K |
| 1620 Investment Advisors, Inc. | 0.10% | Add +1.7% | 5,526 | $134K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4644.8% | 5,504 | $134K |
| MAI Capital Management | 0.00% | New | 5,400 | $131K |
| Roble, Belko & Company, Inc | 0.02% | Add +39.1% | 5,138 | $125K |
| Archer Investment Corp | 0.03% | Add +0.2% | 5,070 | $123K |
| Parkside Financial Bank & Trust | 0.02% | New | 4,961 | $121K |
| Smartleaf Asset Management LLC | 0.01% | No change | 4,854 | $118K |
| Breakwater Investment Management | 0.04% | No change | 4,354 | $106K |
| Painted Porch Advisors LLC | 0.05% | New | 4,306 | $105K |
| Windsor Advisory Group, LLC | 0.10% | New | 3,616 | $88K |
| US Bancorp \de | 0.00% | Add +10.0% | 3,592 | $87K |
| FMR LLC | 0.00% | Reduce -37.1% | 3,498 | $85K |
| Ameriflex Group, Inc. | 0.04% | — | 3,456 | $84K |
| Hanson & Doremus Investment Management | 0.01% | Add +0.6% | 3,405 | $83K |
| NBT Bank, N.A. | 0.01% | No change | 3,276 | $80K |
| GHP Investment Advisors, Inc. | 0.00% | New | 3,022 | $73K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -70.0% | 2,896 | $70K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 2,890 | $70K |
| Global Retirement Partners, LLC | 0.00% | Reduce -2.7% | 2,696 | $65K |
| Tradewinds Capital Management, LLC | 0.02% | Reduce -8.9% | 2,638 | $64K |
| Bristlecone Advisors, LLC | 0.00% | Reduce -79.5% | 2,180 | $53K |
| Richard W. Paul & Associates, LLC | 0.02% | No change | 1,720 | $42K |
| NorthRock Partners, LLC | 0.00% | Add +395.6% | 1,705 | $41K |
| Sanctuary Wealth Management, L.L.C. | 0.03% | New | 1,676 | $41K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.2% | 1,632 | $40K |
| Robinswood Financial LLC | 0.01% | Reduce -77.6% | 1,528 | $37K |
| Blue Trust, Inc. | 0.00% | Reduce -97.2% | 1,456 | $35K |
| Lavaca Capital LLC | 0.01% | New | 1,396 | $34K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -79.3% | 1,334 | $32K |
| Townsend Asset Management Corp. /NC/ | 0.01% | No change | 1,318 | $32K |
| POM Investment Strategies, LLC | 0.02% | New | 1,126 | $27K |
| MCF Advisors LLC | 0.00% | Add +0.2% | 1,066 | $26K |
| Aventura Private Wealth, LLC | 0.01% | — | 998 | $24K |
| Kennebec Savings Bank | 0.02% | No change | 994 | $24K |
| Rise Advisors, LLC | 0.01% | Add +1.3% | 833 | $20K |
| Mattson Financial Services, LLC | 0.01% | New | 394 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -9.7% | 800 | $19K |
| Golden State Wealth Management, LLC | 0.00% | — | 748 | $18K |
| Peachtree Investment Partners, LLC | 0.01% | Reduce -50.0% | 700 | $17K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.2% | 597 | $14K |
| Murphy & Mullick Capital Management Corp | 0.01% | — | 594 | $14K |
| Tucker Asset Management LLC | 0.00% | Reduce -25.9% | 572 | $14K |
| Towne Trust Company, N.A | 0.00% | New | 570 | $14K |
| Geneos Wealth Management Inc. | 0.00% | No change | 524 | $13K |
| Montag A & Associates Inc. | 0.00% | Add +1.2% | 518 | $13K |
| Anfield Capital Management, LLC | 0.00% | Reduce -50.0% | 490 | $12K |
| Howe & Rusling Inc. | 0.00% | New | 479 | $12K |
| Mather Group, Llc. | 0.00% | No change | 470 | $11K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 408 | $10K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 406 | $10K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 370 | $9K |
| Main Street Group, LTD | 0.00% | Add +0.3% | 367 | $9K |
| Headlands Technologies LLC | 0.00% | New | 331 | $8K |
| Front Row Advisors LLC | 0.00% | No change | 300 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 270 | $7K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 262 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 260 | $6K |
| Investors Research Corp | 0.00% | No change | 234 | $6K |
| Friedenthal Financial | 0.00% | Add +2.2% | 231 | $6K |
| Truvestments Capital LLC | 0.00% | No change | 230 | $6K |
| Wiser Advisor Group LLC | 0.01% | Add +1.8% | 224 | $5K |
| Qube Research & Technologies Ltd | 0.00% | No change | 202 | $5K |
| Decker Retirement Planning Inc. | 0.00% | — | 190 | $5K |
| Eagle Bay Advisors LLC | 0.00% | Add +1.1% | 186 | $5K |
| AlphaCore Capital LLC | 0.00% | Reduce -83.7% | 184 | $4K |
| Pacifica Partners Inc. | 0.00% | No change | 180 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 158 | $4K |
| Highline Wealth Partners LLC | 0.00% | New | 139 | $3K |
| Millstone Evans Group, LLC | 0.00% | — | 136 | $3K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 133 | $3K |
| Element Wealth, LLC | 0.00% | No change | 118 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 116 | $3K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 110 | $3K |
| Financial Management Professionals, Inc. | 0.00% | Add +1.9% | 110 | $3K |
| Private Capital Management LLC | 0.00% | No change | 104 | $3K |
| GeoWealth Management, LLC | 0.00% | No change | 102 | $2K |
| Key Financial Inc | 0.00% | No change | 98 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 96 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 86 | $2K |
| Wagner Wealth Management, LLC | 0.00% | Add +65.4% | 86 | $2K |
| Promus Capital, LLC | 0.00% | — | 80 | $2K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 58 | $1K |
| Continuum Advisory, LLC | 0.00% | Reduce -50.0% | 58 | $1K |
| Salomon & Ludwin, LLC | 0.00% | New | 50 | $1K |
| Ballast Advisors LLC | 0.00% | New | 46 | $1K |
| Versant Capital Management, Inc | 0.00% | Add +2.8% | 37 | $888 |
| United Community Bank | 0.00% | New | 30 | $729 |
| Rialto Wealth Management, LLC | 0.00% | — | 30 | $729 |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -50.0% | 29 | $704 |
| Parallel Advisors, LLC | 0.00% | New | 28 | $680 |
| Medallion Wealth Advisors, LLC | 0.00% | — | 24 | $583 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 22 | $534 |
| FAS Wealth Partners, Inc. | 0.00% | No change | 20 | $478 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 18 | $437 |
| Rosenberg Matthew Hamilton | 0.00% | No change | 16 | $389 |
| Global Wealth Strategies & Associates | 0.00% | Reduce -20.0% | 16 | $389 |
| Armor Investment Advisors, LLC | 0.00% | New | 10 | $243 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 6 | $146 |
| Lanark Financial, Inc. | 0.01% | — | 4 | $120 |
"% of holder's portfolio" is SCHR's weight in each manager's 13F, not the share of Schwab Intermediate-Term US the manager owns.