Schwab Intermediate-Term USSCHRETF
13F holders, Q1 2025 (March 31)440holders +10
58new positions
39sold out
3famous investors
$24.87avg. 13F price*
At the end of Q1 2025, 440 institutions reported holding Schwab Intermediate-Term US (SCHR) in their 13F filings, up 10 from Q4 2024. 58 opened new positions and 39 sold out. The largest holders were Charles Schwab Investment Management Inc. ($5.5B), Royal Bank of Canada ($461.7M) and Ameriprise Financial Inc. ($325.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $70.9M |
| Exits | 39 | $77.2M |
All 13F filers, Q4 2024 → Q1 2025: 17,318,616 shares bought and 15,332,545 shares sold, net +1,986,071 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 440 holders
| Charles Schwab Investment Management Inc. | 1.02% | Add +1.0% | 219,369,491 | $5.5B |
| Royal Bank of Canada | 0.10% | Add +16.5% | 18,570,658 | $461.7M |
| Ameriprise Financial Inc. | 0.09% | Add +3.4% | 13,106,916 | $325.8M |
| Stifel Financial Corp. | 0.21% | Add +4.1% | 8,096,546 | $201.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -17.8% | 4,689,418 | $116.6M |
| Cornerstone Wealth Advisors, Inc. | 23.62% | Add +3.5% | 3,421,646 | $85.1M |
| Bank of America Corp. | 0.01% | Reduce -60.0% | 3,393,459 | $84.4M |
| State Street Corp. | 0.00% | No change | 2,900,000 | $72.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +22.0% | 2,713,127 | $67.4M |
| Pacific Sage Partners, LLC | 15.18% | Add +4.7% | 2,712,748 | $67.4M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Reduce -31.7% | 2,270,896 | $56.5M |
| Resonant Capital Advisors, LLC | 3.78% | Add +8.1% | 2,181,127 | $54.2M |
| Moisand Fitzgerald Tamayo, LLC | 7.35% | Add +34.5% | 2,135,579 | $53.1M |
| Avidian Wealth Enterprises, LLC | 2.10% | Reduce -10.8% | 1,899,775 | $47.2M |
| Crane Advisory, LLC | 7.86% | Reduce -4.8% | 1,771,899 | $43.5M |
| Madison Asset Management, LLC | 0.46% | Reduce -27.9% | 1,670,536 | $41.5M |
| Intelligence Driven Advisers, LLC | 7.67% | Reduce -1.6% | 1,601,883 | $39.8M |
| Clearstead Advisors, LLC | 0.62% | Add +10.8% | 1,599,501 | $39.8M |
| Assetmark, Inc. | 0.11% | Add +8087.1% | 1,544,000 | $38.4M |
| West Coast Financial LLC | 4.16% | Add +2.7% | 1,466,598 | $36.5M |
| Foster & Motley Inc. | 2.09% | Reduce -1.0% | 1,332,570 | $33.1M |
| Bouchey Financial Group, Ltd. | 2.88% | Add +6.8% | 1,283,506 | $31.9M |
| FLC Capital Advisors | 6.91% | Add +6.2% | 1,239,238 | $30.8M |
| Advisory Alpha, LLC | 1.04% | Add +134.0% | 1,235,104 | $30.7M |
| Stokes Family Office, LLC | 3.29% | Add +33.7% | 1,177,829 | $29.3M |
| Beacon Wealthcare LLC | 11.80% | Add +5.0% | 1,167,272 | $29.0M |
| Morgan Stanley | 0.00% | Add +1.1% | 1,164,882 | $29.0M |
| High Probability Advisors, LLC | 4.71% | Add +197.2% | 1,135,878 | $28.2M |
| Creative Planning | 0.03% | Reduce -8.1% | 1,126,076 | $28.0M |
| First National Trust Co | 1.06% | Add +1.6% | 1,061,527 | $26.4M |
| Allworth Financial LP | 0.15% | Reduce -23.7% | 1,056,877 | $26.3M |
| WestHill Financial Advisors, Inc. | 5.98% | Add +9.5% | 1,052,085 | $26.2M |
| Baird Financial Group, Inc. | 0.05% | Add +4.3% | 1,031,679 | $25.6M |
| Galvin, Gaustad & Stein, LLC | 2.25% | Add +1.9% | 996,700 | $24.8M |
| DAVENPORT & Co LLC | 0.14% | Add +10.4% | 967,262 | $24.0M |
| Wells Fargo & Company | 0.01% | Add +111.8% | 928,038 | $23.1M |
| LPL Financial LLC | 0.01% | Reduce -8.0% | 917,767 | $22.8M |
| Financial Counselors Inc. | 0.33% | Add +1.6% | 880,107 | $21.9M |
| Cwm, LLC | 0.09% | Reduce -16.8% | 863,315 | $21.5M |
| BlackRock, Inc. | 0.00% | Reduce -17.2% | 855,844 | $21.3M |
| Northwest Capital Management Inc | 8.73% | Reduce -16.9% | 854,716 | $21.2M |
| Tradition Wealth Management, LLC | 1.85% | Add +5.4% | 845,574 | $21.0M |
| HC Advisors, LLC | 15.13% | Add +6.2% | 812,470 | $20.2M |
| Your Advocates Ltd., LLP | 7.47% | Add +1.5% | 782,889 | $19.5M |
| MassMutual Private Wealth & Trust, FSB | 0.51% | Add +1.8% | 710,774 | $17.7M |
| Archer Investment Management, LLC | 11.33% | Reduce -5.6% | 658,564 | $16.4M |
| Altiora Financial Group, LLC | 3.34% | Reduce -1.0% | 632,289 | $15.7M |
| Diversify Wealth Management, LLC | 1.17% | Reduce -2.8% | 626,455 | $15.7M |
| Cetera Investment Advisers | 0.03% | Add +2.2% | 604,190 | $15.0M |
| Marshall Financial Group, LLC | 3.21% | Add +1.1% | 590,805 | $14.7M |
| Summit Financial, LLC | 0.41% | Add +79.0% | 584,327 | $14.5M |
| One Degree Advisors Inc | 5.64% | Add +88.5% | 551,376 | $13.7M |
| SWS Partners | 4.30% | Add +12.1% | 526,709 | $13.1M |
| Tidal Investments LLC | 0.11% | New | 512,393 | $12.7M |
| Pure Portfolios Holdings LLC | 4.62% | Reduce -0.9% | 505,377 | $12.6M |
| Morton Brown Family Wealth, LLC | 4.20% | Add +7.7% | 497,148 | $12.4M |
| Kathmere Capital Management, LLC | 0.99% | Add +117.3% | 466,272 | $11.6M |
| Franklin Resources Inc. | 0.00% | Add +2.3% | 452,450 | $11.2M |
| Keyvantage Wealth, LLC | 5.45% | New | 450,566 | $11.2M |
| Exencial Wealth Advisors, LLC | 0.39% | Add +17.1% | 422,840 | $10.5M |
| Fiduciary Alliance LLC | 1.02% | Add +6.9% | 418,068 | $10.4M |
| Sentinel Pension Advisors, LLC | 1.88% | Add +3.8% | 410,926 | $10.2M |
| Walkner Condon Financial Advisors LLC | 2.00% | Add +8.8% | 397,262 | $9.9M |
| Empowered Funds, LLC | 0.14% | Reduce -46.3% | 387,280 | $9.6M |
| Act Two Investors LLC | 1.92% | Add +1.3% | 364,001 | $9.0M |
| Destiny Wealth Partners, LLC | 1.42% | New | 360,558 | $9.0M |
| Bank of Montreal | 0.00% | Add +1.2% | 360,529 | $9.0M |
| McAdam, LLC | 0.55% | Reduce -1.4% | 355,075 | $8.8M |
| Darrow Company, Inc. | 4.74% | Add +2.8% | 341,685 | $8.5M |
| Stratos Wealth Advisors, LLC | 0.46% | Reduce -29.4% | 341,341 | $8.5M |
| Tennessee Valley Asset Management Partners | 1.36% | Reduce -0.9% | 335,096 | $8.3M |
| SIMA Wealth Partners, LLC | 6.73% | Reduce -4.3% | 326,266 | $8.1M |
| Oakwell Private Wealth Management, LLC | 2.19% | Add +7.6% | 318,396 | $7.9M |
| Jones Financial Companies LLLP | 0.01% | Add +40.5% | 318,394 | $7.9M |
| Creative Financial Designs Inc. | 0.63% | Add +2.9% | 317,419 | $7.9M |
| Centric Wealth Management | 2.06% | Add +4.0% | 315,849 | $7.9M |
| Clarity Wealth Development LLC | 8.67% | Add +13.3% | 309,649 | $7.8M |
| Valmark Advisers, Inc. | 0.12% | Reduce -2.2% | 310,694 | $7.7M |
| Vident Advisory, LLC | 0.11% | Add +14.7% | 310,319 | $7.7M |
| Attessa Capital LLC | 4.94% | Add +2.3% | 303,985 | $7.6M |
| Private Advisor Group, LLC | 0.04% | Add +23.8% | 295,945 | $7.4M |
| Hilton Capital Management, LLC | 0.61% | New | 288,331 | $7.2M |
| Benjamin Edwards Inc. | 0.10% | Add +16.6% | 283,321 | $7.0M |
| WT Wealth Management | 2.10% | Reduce -26.5% | 260,230 | $6.5M |
| CreativeOne Wealth, LLC | 0.19% | Add +3.1% | 258,414 | $6.4M |
| Blake Schutter Theil Wealth Advisors, LLC | 7.29% | Add +22.3% | 258,210 | $6.4M |
| Advocate Group LLC | 1.17% | Add +3.7% | 257,619 | $6.4M |
| Foundation Wealth Management, LLC\PA | 3.03% | Add +9.1% | 255,869 | $6.4M |
| Mariner, LLC | 0.01% | Reduce -33.3% | 251,979 | $6.3M |
| Raymond James Financial Inc. | 0.00% | Add +7.9% | 248,303 | $6.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -3.1% | 247,719 | $6.2M |
| Harvest Portfolios Group Inc. | 0.18% | Add +9.4% | 243,322 | $6.0M |
| UBS Group AG | 0.00% | Add +18.0% | 242,688 | $6.0M |
| Independent Solutions Wealth Management, LLC | 1.27% | Add +4.2% | 227,407 | $5.7M |
| Stableford Capital II LLC | 2.38% | Add +0.1% | 226,215 | $5.6M |
| Focus Partners Wealth | 0.01% | Add +16.3% | 219,828 | $5.5M |
| Christensen, King & Associates Investment Services, Inc. | 2.52% | Add +2.9% | 214,920 | $5.3M |
| Libra Wealth LLC | 1.98% | Reduce -14.6% | 212,117 | $5.3M |
| Code Waechter LLC | 4.28% | Reduce -8.2% | 209,564 | $5.2M |
| Kelly Financial Services LLC | 1.78% | Add +25.8% | 206,317 | $5.1M |
| Heritage Wealth Management, Inc. | 4.19% | Reduce -3.4% | 197,478 | $4.9M |
| W.H. Cornerstone Investments Inc. | 3.25% | Add +7.8% | 189,367 | $4.7M |
| Myecfo, LLC | 2.47% | Add +5.4% | 187,913 | $4.7M |
| North Forty Two & Co. | 5.16% | Add +3.1% | 187,411 | $4.7M |
| Renaissance Technologies | 0.01% | New | 187,000 | $4.6M |
| Dynamic Advisor Solutions LLC | 0.15% | New | 183,132 | $4.6M |
| Cloud Capital Management, LLC | 3.19% | — | 180,508 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +23.4% | 172,321 | $4.3M |
| Hilltop Partners LLC | 1.44% | Add +3.6% | 171,300 | $4.3M |
| Modus Advisors, LLC | 1.39% | Reduce -2.5% | 170,272 | $4.2M |
| Foundations Investment Advisors, LLC | 0.07% | Add +9.0% | 159,376 | $4.0M |
| Jane Street Group, LLC | 0.01% | Add +1697.2% | 158,279 | $3.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +17.4% | 158,244 | $3.9M |
| Flputnam Investment Management Co. | 0.07% | Reduce -39.3% | 156,891 | $3.9M |
| Greenline Partners, LLC | 0.55% | Reduce -99.6% | 2,412 | $3.8M |
| Upper Left Wealth Management, LLC | 2.63% | Add +37.2% | 147,344 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -26.2% | 139,338 | $3.5M |
| Addison Advisors LLC | 0.94% | Add +10.0% | 139,156 | $3.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.4% | 138,508 | $3.4M |
| Columbus Macro, LLC | 0.45% | Add +2.5% | 138,282 | $3.4M |
| Ausdal Financial Partners, Inc. | 0.25% | Add +9.3% | 134,814 | $3.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.3% | 129,806 | $3.2M |
| SYM FINANCIAL Corp | 0.39% | Reduce -6.4% | 127,586 | $3.2M |
| Cobblestone Capital Advisors LLC | 0.17% | Add +5.5% | 127,369 | $3.2M |
| Passive Capital Management, LLC. | 1.00% | Add +0.6% | 127,113 | $3.2M |
| SCS Capital Management LLC | 0.04% | New | 124,297 | $3.1M |
| MML Investors Services, LLC | 0.01% | Reduce -11.7% | 121,167 | $3.0M |
| Spire Wealth Management | 0.09% | Reduce -8.3% | 112,923 | $2.8M |
| Hendershot Investments Inc. | 0.38% | Add +3.0% | 110,913 | $2.8M |
| Salem Investment Counselors Inc. | 0.10% | Add +5.2% | 110,468 | $2.7M |
| PrairieView Partners, LLC | 0.27% | Add +28.1% | 105,555 | $2.6M |
| Pflug Koory, LLC | 1.43% | Add +0.6% | 103,253 | $2.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -68.5% | 103,228 | $2.6M |
| Kathleen S. Wright Associates Inc. | 1.06% | Reduce -0.9% | 103,050 | $2.6M |
| Alternative Investment Advisors, LLC. | 1.34% | Add +6.6% | 101,624 | $2.5M |
| Meritage Portfolio Management | 0.17% | Reduce -2.4% | 100,704 | $2.5M |
| Prevail Innovative Wealth Advisors, LLC | 0.66% | Add +5.3% | 99,733 | $2.5M |
| L.K. Benson & Company, P.C. | 1.69% | Add +61.8% | 98,135 | $2.4M |
| Financial & Tax Architects, LLC | 0.60% | Reduce -5.4% | 95,655 | $2.4M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -4.6% | 95,421 | $2.4M |
| OneAscent Financial Services LLC | 0.15% | Add +0.9% | 94,704 | $2.4M |
| IHT Wealth Management, LLC | 0.07% | Reduce -19.7% | 93,852 | $2.3M |
| Blair William & Co. | 0.01% | Add +3.1% | 93,769 | $2.3M |
| Inspire Advisors, LLC | 0.26% | Add +8.3% | 91,622 | $2.3M |
| Barden Capital Management, Inc. | 2.02% | Add +2.7% | 91,525 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +157.9% | 90,914 | $2.3M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +6.6% | 90,233 | $2.2M |
| Farther Finance Advisors, LLC | 0.06% | Add +208.2% | 90,189 | $2.2M |
| Focus Financial Network, Inc. | 0.09% | Reduce -15.3% | 90,079 | $2.2M |
| Financial Consulate, Inc. | 0.56% | Reduce -3.5% | 89,567 | $2.2M |
| Tower Research Capital LLC (TRC) | 0.07% | Add +33940.8% | 88,506 | $2.2M |
| GenWealth Group, Inc. | 0.48% | Reduce -83.1% | 87,379 | $2.2M |
| Kelly Financial Group LLC | 0.67% | Reduce -1.6% | 85,815 | $2.1M |
| Compound Planning, Inc. | 0.10% | Add +5.9% | 84,662 | $2.1M |
| Comerica Bank | 0.01% | Add +21.4% | 84,392 | $2.1M |
| Csenge Advisory Group | 0.12% | Add +26.3% | 84,524 | $2.1M |
| Enstar Group LTD | 0.78% | No change | 83,500 | $2.1M |
| Meridian Management Co. | 0.63% | Reduce -4.2% | 81,318 | $2.0M |
| Principal Securities, Inc. | 0.05% | No change | 82,966 | $2.0M |
| MilWealth Group LLC | 0.54% | Reduce -4.0% | 79,573 | $2.0M |
| Mendota Financial Group, LLC | 2.00% | Reduce -27.2% | 74,090 | $1.8M |
| GTS Securities LLC | 0.08% | Add +285.7% | 71,295 | $1.8M |
| Fermata Advisors, LLC | 0.32% | Add +287.7% | 70,972 | $1.8M |
| Waverly Advisors, LLC | 0.02% | Add +3.7% | 70,881 | $1.8M |
| Savvy Advisors, Inc. | 0.18% | Add +14.8% | 70,855 | $1.8M |
| PAX Financial Group, LLC | 0.31% | Reduce -21.1% | 70,476 | $1.8M |
| RKL Wealth Management LLC | 0.16% | Reduce -27.3% | 70,004 | $1.7M |
| National Bank of Canada | 0.00% | Add +0.9% | 69,549 | $1.7M |
| Perigon Wealth Management, LLC | 0.04% | New | 68,566 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +615.8% | 68,162 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +615.8% | 68,162 | $1.7M |
| North Ridge Wealth Advisors, Inc. | 1.12% | Reduce -0.4% | 67,236 | $1.7M |
| Kaizen Financial Strategies | 0.96% | Reduce -3.5% | 66,869 | $1.7M |
| Brookstone Capital Management | 0.02% | Add +48.0% | 66,740 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -4.1% | 66,532 | $1.7M |
| Sonoma Private Wealth LLC | 2.29% | Reduce -0.3% | 66,526 | $1.7M |
| Tortoise Investment Management, LLC | 0.17% | Add +88.8% | 66,283 | $1.6M |
| Keystone Global Partners, LLC | 1.15% | — | 66,077 | $1.6M |
| White Pine Investment CO | 0.43% | New | 63,639 | $1.6M |
| Betterment LLC | 0.00% | Add +4.4% | 63,565 | $1.6M |
| Mendel Capital Management LLC | 0.95% | Add +0.2% | 63,079 | $1.6M |
| CoreCap Advisors, LLC | 0.07% | Reduce -41.1% | 62,217 | $1.5M |
| Signet Financial Management, LLC | 0.20% | New | 60,711 | $1.5M |
| Inman Jager Wealth Management, LLC | 1.13% | Add +19.8% | 60,454 | $1.5M |
| Successful Portfolios LLC | 1.01% | Add +0.5% | 59,737 | $1.5M |
| Willis Johnson & Associates, Inc. | 0.11% | Add +23.2% | 59,094 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | New | 59,079 | $1.5M |
| Diligent Investors, LLC | 0.34% | Reduce -6.3% | 56,539 | $1.4M |
| WealthCare Investment Partners, LLC | 0.58% | Reduce -13.2% | 54,827 | $1.4M |
| Truist Financial Corp. | 0.00% | New | 54,166 | $1.3M |
| Charles Schwab Trust Co | 0.11% | Reduce -0.5% | 52,743 | $1.3M |
| Citadel Advisors | 0.00% | Add +439.4% | 50,727 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +24.4% | 50,586 | $1.3M |
| SeaCrest Wealth Management, LLC | 0.14% | Reduce -17.1% | 48,945 | $1.2M |
| Hutchinson Capital Management | 0.23% | No change | 48,891 | $1.2M |
| Asset Management Group, Inc. | 0.22% | Add +0.6% | 47,638 | $1.2M |
| JFG Wealth Management, LLC | 0.27% | Add +7.2% | 47,437 | $1.2M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.08% | Add +14.4% | 46,088 | $1.1M |
| Integrity Wealth Advisors, Inc. | 0.83% | Add +0.5% | 45,824 | $1.1M |
| Waycross Investment Management Co | 1.28% | No change | 45,646 | $1.1M |
| Beverly Hills Private Wealth, LLC | 0.22% | Reduce -0.1% | 45,315 | $1.1M |
| Atria Investments, Inc | 0.01% | New | 44,956 | $1.1M |
| Venture Visionary Partners LLC | 0.05% | Reduce -1.2% | 44,893 | $1.1M |
| Rede Wealth, LLC | 0.39% | Add +24.2% | 44,060 | $1.1M |
| Merit Financial Group, LLC | 0.02% | Reduce -7.3% | 43,782 | $1.1M |
| Leavell Investment Management, Inc. | 0.05% | Add +43.6% | 43,502 | $1.1M |
| Koshinski Asset Management, Inc. | 0.09% | Add +0.7% | 42,962 | $1.1M |
| GWN Securities Inc. | 0.06% | Add +72.8% | 42,711 | $1.1M |
| Freedom Investment Management, Inc. | 0.09% | Reduce -4.7% | 42,443 | $1.1M |
| Eagle Strategies LLC | 0.18% | Add +9.9% | 42,142 | $1.0M |
| TD Private Client Wealth LLC | 0.03% | Add +1.1% | 41,550 | $1.0M |
| Fifth Third Securities, Inc. | 0.09% | Add +3.1% | 41,399 | $1.0M |
| Horizon Financial Services, LLC | 0.57% | Add +51.5% | 41,252 | $1.0M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +31.3% | 41,222 | $1.0M |
| True Link Financial Advisors, LLC | 0.07% | Add +43.0% | 40,266 | $1.0M |
| Manhattan West Asset Management, LLC | 0.26% | Reduce -0.9% | 40,247 | $1.0M |
| Wealthspire Retirement, LLC | 0.08% | Add +0.7% | 39,508 | $982K |
| Vermillion Wealth Management, Inc. | 0.29% | Reduce -8.9% | 39,237 | $975K |
| CW Advisors, LLC | 0.01% | Add +51.5% | 38,405 | $953K |
| Sellwood Investment Partners LLC | 0.49% | Add +29.8% | 37,866 | $941K |
| Avior Wealth Management, LLC | 0.04% | Add +0.4% | 37,180 | $924K |
| Park Avenue Securities LLC | 0.01% | Add +4.9% | 36,499 | $907K |
| Phil A. Younker & Associates, Ltd. | 0.86% | Reduce -11.3% | 35,202 | $875K |
| Independent Advisor Alliance | 0.03% | Reduce -18.9% | 34,825 | $866K |
| Commerce Bank | 0.01% | Add +6.7% | 34,048 | $846K |
| Captrust Financial Advisors | 0.00% | Reduce -73.3% | 34,016 | $846K |
| South Plains Financial, Inc. | 0.65% | No change | 33,480 | $832K |
| Studio Investment Management LLC | 0.16% | Add +9.3% | 31,875 | $792K |
| Brucke Financial, Inc. | 0.69% | Add +1.4% | 31,500 | $791K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -16.8% | 31,635 | $786K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -2.1% | 30,517 | $759K |
| Earned Wealth Advisors, LLC | 0.16% | New | 29,317 | $729K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +99.1% | 28,044 | $697K |
| Natixis Advisors, LLC | 0.00% | Add +101.4% | 26,880 | $668K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +9.5% | 26,325 | $654K |
| Wealthgarden F.S. LLC | 0.61% | Add +22.2% | 25,497 | $634K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +10.3% | 25,276 | $628K |
| Fagan Associates, Inc. | 0.10% | Add +6.7% | 25,203 | $627K |
| StoneX Group Inc. | 0.03% | Reduce -3.9% | 25,141 | $625K |
| Sigma Planning Corp | 0.02% | Reduce -0.7% | 24,284 | $604K |
| Parkside Financial Bank & Trust | 0.07% | Add +360.9% | 22,863 | $568K |
| WNY Asset Management, LLC | 0.06% | Reduce -0.2% | 21,770 | $541K |
| Quartz Partners, LLC | 0.33% | Reduce -1.0% | 21,728 | $540K |
| Hardin Capital Partners, LLC | 0.33% | Reduce -1.9% | 21,606 | $537K |
| Equita Financial Network, Inc. | 0.19% | Reduce -18.9% | 21,579 | $536K |
| Rockbridge Investment Management, LCC | 0.06% | Add +0.2% | 21,312 | $530K |
| Empower Advisory Group, LLC | 0.00% | Reduce -9.3% | 21,264 | $529K |
| Noble Family Wealth, LLC | 0.14% | Reduce -0.1% | 21,178 | $526K |
| Hexagon Capital Partners LLC | 0.10% | Add +11.0% | 20,924 | $520K |
| Kings Path Partners LLC | 0.25% | Reduce -5.7% | 20,770 | $516K |
| Corient Private Wealth LP | 0.00% | Reduce -44.0% | 20,685 | $514K |
| Unique Wealth Strategies, LLC | 0.23% | Add +0.7% | 20,380 | $507K |
| Napa Wealth Management | 0.28% | New | 20,259 | $504K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 20,200 | $502K |
| Bangor Savings Bank | 0.05% | Add +0.7% | 19,989 | $497K |
| eCIO, Inc. | 0.20% | — | 19,688 | $489K |
| Family Investment Center, Inc. | 0.12% | Add +5.1% | 19,405 | $482K |
| 1620 Investment Advisors, Inc. | 0.38% | Add +250.5% | 19,371 | $482K |
| Tran Capital Management, L.P. | 0.06% | Reduce -4.7% | 19,325 | $480K |
| Twele Capital Management, Inc. | 0.10% | Add +2.6% | 19,191 | $477K |
| Old Mission Capital LLC | 0.01% | New | 18,958 | $471K |
| Mutual Advisors, LLC | 0.01% | New | 18,796 | $468K |
| NewEdge Advisors, LLC | 0.00% | Reduce -73.1% | 18,728 | $466K |
| Lederer & Associates Investment Counsel | 0.34% | Add +0.2% | 18,408 | $458K |
| Dakota Wealth Management | 0.01% | Reduce -2.8% | 18,398 | $457K |
| Johnson Financial Group, LLC | 0.05% | Add +1.0% | 18,352 | $456K |
| Cerity Partners LLC | 0.00% | Reduce -31.6% | 18,148 | $451K |
| Integrated Advisors Network LLC | 0.02% | Reduce -0.5% | 17,991 | $447K |
| PFG Investments, LLC | 0.03% | New | 17,165 | $427K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -10.9% | 17,110 | $425K |
| PFG Advisors | 0.02% | Add +0.6% | 16,993 | $422K |
| Portland Financial Advisors Inc | 1.08% | Add +8.1% | 16,924 | $421K |
| Larson Financial Group LLC | 0.02% | Reduce -37.7% | 16,616 | $413K |
| MBE Wealth Management, LLC | 0.20% | New | 16,524 | $411K |
| Susquehanna International Group, LLP | 0.00% | Reduce -84.9% | 16,374 | $407K |
| Moors & Cabot, Inc. | 0.02% | Reduce -59.0% | 16,358 | $407K |
| Vision Capital Management, Inc. | 0.06% | Reduce -3.7% | 16,314 | $406K |
| Trust Point Inc. | 0.04% | Reduce -7.4% | 16,215 | $403K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 16,074 | $400K |
| CWA Asset Management Group, LLC | 0.02% | New | 16,067 | $399K |
| Sanctuary Advisors, LLC | 0.00% | Add +66.9% | 15,867 | $394K |
| Note Advisors, LLC | 0.33% | No change | 15,838 | $394K |
| HBW Advisory Services LLC | 0.06% | Add +4.3% | 15,724 | $391K |
| Mgo One Seven LLC | 0.01% | Reduce -7.2% | 15,358 | $382K |
| New Hampshire Trust | 0.09% | Reduce -5.5% | 15,289 | $380K |
| FC Advisory LLC | 0.13% | Add +0.5% | 14,874 | $370K |
| World Investment Advisors | 0.01% | New | 14,872 | $370K |
| First County Bank | 0.20% | New | 14,744 | $367K |
| Seneschal Advisors, LLC | 0.31% | Reduce -1.4% | 14,682 | $365K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -56.3% | 13,719 | $341K |
| Meridian Wealth Partners, LLC | 0.05% | Add +0.1% | 13,162 | $327K |
| Coston, McIsaac & Partners | 0.10% | Reduce -2.8% | 13,161 | $327K |
| Stephens Group Asset Management, LLC | 0.03% | Reduce -86.9% | 13,070 | $325K |
| Capital Analysts, LLC | 0.01% | Add +39.8% | 12,947 | $322K |
| Claro Advisors Inc. | 0.04% | Add +3.5% | 12,781 | $318K |
| &partners | 0.00% | New | 12,656 | $314K |
| Hollencrest Capital Management | 0.01% | Reduce -9.8% | 12,580 | $313K |
| L2 Asset Management, LLC | 0.06% | No change | 12,542 | $312K |
| Accelerate Investment Advisors LLC | 0.26% | New | 12,336 | $307K |
| Ridgewood Investments LLC | 0.14% | Reduce -28.9% | 12,312 | $306K |
| Connecticut Wealth Management, LLC | 0.02% | New | 12,142 | $302K |
| Fisher Asset Management | 0.00% | New | 12,112 | $301K |
| Worth Asset Management, LLC | 0.16% | Add +9.6% | 12,076 | $300K |
| Sonora Investment Management Group, LLC | 0.02% | Reduce -2.2% | 11,846 | $294K |
| IFP Advisors, Inc | 0.01% | Add +54.4% | 11,641 | $289K |
| Asset Allocation Strategies LLC | 0.07% | Add +4.0% | 11,594 | $288K |
| Roundview Capital LLC | 0.02% | New | 11,452 | $285K |
| Two Sigma Securities, LLC | 0.04% | New | 11,439 | $284K |
| Modern Wealth Management, LLC | 0.01% | New | 11,387 | $283K |
| Evanson Asset Management, LLC | 0.02% | Add +0.7% | 10,988 | $273K |
| Patten & Patten Inc. | 0.02% | Add +5.2% | 10,883 | $271K |
| Morningstar Investment Services LLC | 0.05% | Reduce -60.3% | 10,778 | $268K |
| United Capital Financial Advisors, LLC | 0.00% | New | 10,739 | $267K |
| Citigroup Inc. | 0.00% | Add +9.1% | 10,428 | $259K |
| XY Planning Network, Inc. | 0.17% | New | 10,368 | $258K |
| Ashton Thomas Securities, LLC | 0.07% | Reduce -2.4% | 10,323 | $257K |
| Orleans Capital Management Corp. | 0.15% | No change | 10,300 | $256K |
| WBH Advisory Inc. | 0.02% | Add +16.1% | 10,174 | $253K |
| Chancellor Financial Group WB LP | 0.21% | Add +0.0% | 10,071 | $250K |
| Certified Advisory Corp | 0.03% | No change | 10,001 | $249K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 10,000 | $249K |
| Absolute Capital Management, LLC | 0.14% | Reduce -17.2% | 9,984 | $248K |
| West Paces Advisors Inc. | 0.06% | Reduce -24.0% | 9,735 | $242K |
| Balboa Wealth Partners | 0.06% | New | 9,663 | $240K |
| Lido Advisors, LLC | 0.00% | New | 9,609 | $239K |
| Transform Wealth, LLC | 0.01% | No change | 9,548 | $237K |
| HB Wealth Management, LLC | 0.00% | Reduce -7.4% | 9,505 | $236K |
| Seek First Inc. | 0.21% | — | 9,330 | $232K |
| LBMC Investment Advisors, LLC | 0.02% | Reduce -1.4% | 9,188 | $228K |
| RHS Financial, LLC | 0.13% | Reduce -31.0% | 9,010 | $224K |
| Milestone Investment Advisors LLC | 0.06% | No change | 8,910 | $222K |
| Purus Wealth Management, LLC | 0.09% | Add +3.3% | 8,885 | $221K |
| FSB Premier Wealth Management, Inc. | 0.09% | Add +1.5% | 8,859 | $220K |
| EP Wealth Advisors, LLC | 0.00% | New | 8,846 | $220K |
| Lifeworks Advisors, LLC | 0.04% | Add +5.5% | 8,815 | $219K |
| CFS Investment Advisory Services, LLC | 0.02% | Add +3.9% | 8,754 | $218K |
| XTX Topco Ltd | 0.01% | New | 8,645 | $215K |
| Howe & Rusling Inc. | 0.02% | Add +1683.7% | 8,544 | $212K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +54.2% | 8,489 | $211K |
| BCS Wealth Management | 0.05% | Reduce -9.8% | 8,261 | $205K |
| Integrity Alliance, Llc. | 0.01% | New | 8,245 | $205K |
| International Assets Investment Management, LLC | 0.02% | New | 8,207 | $204K |
| Wade Financial Advisory, Inc | 0.07% | Reduce -2.8% | 8,199 | $204K |
| GenTrust, LLC | 0.01% | New | 8,150 | $203K |
| Acropolis Investment Management, LLC | 0.01% | No change | 8,124 | $202K |
| Grove Street Fiduciary, LLC | 0.10% | New | 8,085 | $201K |
| Van Strum & Towne Inc. | 0.07% | New | 8,050 | $200K |
| Smartleaf Asset Management LLC | 0.02% | Add +65.8% | 8,049 | $200K |
| Coldstream Capital Management Inc. | 0.00% | New | 7,795 | $194K |
| AE Wealth Management LLC | 0.00% | Reduce -17.2% | 7,411 | $184K |
| Private Wealth Management Group, LLC | 0.06% | Add +1.4% | 6,710 | $167K |
| US Bancorp \de | 0.00% | Add +84.4% | 6,624 | $165K |
| FMR LLC | 0.00% | Add +79.0% | 6,261 | $156K |
| ORG Partners LLC | 0.04% | No change | 6,090 | $151K |
| MAI Capital Management | 0.00% | Add +6.9% | 5,775 | $144K |
| St Germain D J Co. Inc. | 0.01% | New | 5,278 | $131K |
| CIBC Private Wealth Group LLC | 0.00% | Add +757.1% | 5,117 | $127K |
| Lanark Financial, Inc. | 0.01% | — | 5,124 | $127K |
| Garde Capital, Inc. | 0.01% | New | 4,836 | $120K |
| Painted Porch Advisors LLC | 0.05% | Add +5.3% | 4,536 | $113K |
| Archer Investment Corp | 0.03% | Reduce -13.9% | 4,363 | $108K |
| Fifth Third Bancorp | 0.00% | New | 4,298 | $107K |
| Breakwater Investment Management | 0.05% | Reduce -1.3% | 4,296 | $107K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -39.7% | 4,239 | $105K |
| Rossby Financial, LCC | 0.04% | New | 3,738 | $93K |
| Ameriflex Group, Inc. | 0.04% | Add +0.3% | 3,465 | $86K |
| Hanson & Doremus Investment Management | 0.01% | Add +1.1% | 3,444 | $86K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 2,890 | $72K |
| NBT Bank, N.A. | 0.01% | Reduce -12.2% | 2,876 | $71K |
| Geneos Wealth Management Inc. | 0.00% | Add +414.5% | 2,696 | $67K |
| AdvisorNet Financial, Inc | 0.00% | Add +232.5% | 2,660 | $66K |
| Tradewinds Capital Management, LLC | 0.02% | Reduce -0.1% | 2,636 | $66K |
| Harbour Investments, Inc. | 0.00% | Add +54.9% | 2,528 | $63K |
| Bristlecone Advisors, LLC | 0.00% | Add +7.1% | 2,334 | $58K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -21.2% | 2,281 | $57K |
| Towne Trust Company, N.A | 0.02% | Add +231.6% | 1,890 | $47K |
| Continuum Advisory, LLC | 0.01% | Add +3093.1% | 1,852 | $46K |
| Richard W. Paul & Associates, LLC | 0.02% | No change | 1,720 | $43K |
| NorthRock Partners, LLC | 0.00% | Add +0.7% | 1,716 | $43K |
| Valley National Advisers Inc. | 0.01% | New | 1,690 | $42K |
| First Horizon Advisors, Inc. | 0.00% | New | 1,612 | $40K |
| Robinswood Financial LLC | 0.01% | Add +0.1% | 1,529 | $38K |
| Roble, Belko & Company, Inc | 0.01% | Reduce -71.9% | 1,444 | $36K |
| Rosenberg Matthew Hamilton | 0.01% | Add +8481.3% | 1,373 | $34K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,334 | $32K |
| Townsend Asset Management Corp. /NC/ | 0.01% | Reduce -1.8% | 1,294 | $32K |
| Blue Trust, Inc. | 0.00% | Reduce -14.4% | 1,246 | $31K |
| MCF Advisors LLC | 0.00% | Add +15.0% | 1,226 | $30K |
| Transce3nd, LLC | 0.01% | Reduce -84.3% | 1,222 | $30K |
| Kennebec Savings Bank | 0.03% | Add +4.7% | 1,041 | $26K |
| Aventura Private Wealth, LLC | 0.01% | No change | 998 | $25K |
| Rise Advisors, LLC | 0.01% | Add +0.6% | 838 | $21K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 700 | $17K |
| Cornerstone Planning Group LLC | 0.00% | New | 696 | $17K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 678 | $17K |
| Tucker Asset Management LLC | 0.00% | No change | 572 | $14K |
| Montag A & Associates Inc. | 0.00% | Add +0.6% | 521 | $13K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +24.6% | 506 | $13K |
| Anfield Capital Management, LLC | 0.00% | No change | 490 | $12K |
| Mather Group, Llc. | 0.00% | No change | 470 | $12K |
| Murphy & Mullick Capital Management Corp | 0.01% | Reduce -21.2% | 468 | $12K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 408 | $10K |
| Parallel Advisors, LLC | 0.00% | Add +1221.4% | 370 | $9K |
| Main Street Group, LTD | 0.00% | No change | 367 | $9K |
| Front Row Advisors LLC | 0.00% | No change | 300 | $7K |
| Bernard Wealth Management Corp. | 0.00% | New | 284 | $7K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +4433.3% | 272 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 270 | $7K |
| Friedenthal Financial | 0.00% | No change | 231 | $6K |
| Wiser Advisor Group LLC | 0.01% | Add +2.2% | 229 | $6K |
| Qube Research & Technologies Ltd | 0.00% | No change | 202 | $5K |
| Investors Research Corp | 0.00% | Reduce -15.4% | 198 | $5K |
| Center for Financial Planning, Inc. | 0.00% | New | 187 | $5K |
| IMA Advisory Services, Inc. | 0.00% | New | 184 | $5K |
| Pacifica Partners Inc. | 0.00% | No change | 180 | $5K |
| Graybill Wealth Management, LTD. | 0.00% | — | 170 | $4K |
| Key Financial Inc | 0.00% | Add +68.4% | 165 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 158 | $4K |
| AlphaCore Capital LLC | 0.00% | Reduce -21.7% | 144 | $4K |
| Millstone Evans Group, LLC | 0.00% | No change | 136 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 116 | $3K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 112 | $3K |
| Financial Management Professionals, Inc. | 0.00% | No change | 110 | $3K |
| Rothschild Investment LLC | 0.00% | Add +10.4% | 106 | $3K |
| SouthState Bank Corp | 0.00% | New | 104 | $3K |
| Wagner Wealth Management, LLC | 0.00% | Add +7.0% | 92 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 86 | $2K |
| Promus Capital, LLC | 0.00% | No change | 80 | $2K |
| Kiker Wealth Management, LLC | 0.00% | New | 78 | $2K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 58 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 50 | $1K |
| Ballast Advisors LLC | 0.00% | No change | 46 | $1K |
| Simplex Trading, LLC | 0.00% | New | 76 | $1K |
| Rialto Wealth Management, LLC | 0.00% | No change | 30 | $746 |
| Signature Resources Capital Management, LLC | 0.00% | No change | 29 | $721 |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 24 | $596 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 22 | $547 |
| FAS Wealth Partners, Inc. | 0.00% | No change | 20 | $493 |
| Legacy Wealth Managment, LLC | 0.00% | New | 14 | $349 |
| Avion Wealth | 0.00% | New | 36 | $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.