Schwab Intermediate-Term USSCHRETF
13F holders, Q2 2025 (June 30)462holders +22
60new positions
44sold out
3famous investors
$25.03avg. 13F price*
At the end of Q2 2025, 462 institutions reported holding Schwab Intermediate-Term US (SCHR) in their 13F filings, up 22 from Q1 2025. 60 opened new positions and 44 sold out. The largest holders were Charles Schwab Investment Management Inc. ($5.6B), Royal Bank of Canada ($559.2M) and Ameriprise Financial Inc. ($306.1M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $104.4M |
| Exits | 44 | $54.5M |
All 13F filers, Q1 2025 → Q2 2025: 18,506,037 shares bought and 7,187,316 shares sold, net +11,318,721 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 462 holders
| Charles Schwab Investment Management Inc. | 0.96% | Add +1.1% | 221,741,946 | $5.6B |
| Royal Bank of Canada | 0.11% | Add +20.3% | 22,340,666 | $559.2M |
| Ameriprise Financial Inc. | 0.08% | Reduce -6.7% | 12,231,668 | $306.1M |
| Stifel Financial Corp. | 0.20% | Reduce -1.1% | 8,007,972 | $200.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -0.7% | 4,654,817 | $116.5M |
| Bank of America Corp. | 0.01% | Add +10.9% | 3,762,998 | $94.2M |
| Cornerstone Wealth Advisors, Inc. | 22.45% | Add +1.4% | 3,470,641 | $86.9M |
| Moisand Fitzgerald Tamayo, LLC | 10.31% | Add +52.5% | 3,256,103 | $81.5M |
| State Street Corp. | 0.00% | No change | 2,900,000 | $72.6M |
| Pacific Sage Partners, LLC | 13.06% | Reduce -3.1% | 2,627,544 | $65.8M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -7.5% | 2,509,983 | $62.8M |
| Resonant Capital Advisors, LLC | 3.74% | Add +7.4% | 2,342,662 | $58.6M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -0.2% | 2,265,354 | $56.2M |
| Avidian Wealth Enterprises, LLC | 2.01% | Add +4.0% | 1,974,812 | $49.4M |
| Intelligence Driven Advisers, LLC | 6.67% | Add +10.3% | 1,767,135 | $44.2M |
| Exchange Traded Concepts, LLC | 0.56% | New | 1,740,588 | $43.6M |
| Crane Advisory, LLC | 7.22% | Reduce -0.7% | 1,759,046 | $43.6M |
| Cerity Partners LLC | 0.07% | Add +9015.7% | 1,654,320 | $41.4M |
| Assetmark, Inc. | 0.09% | Add +3.9% | 1,604,159 | $40.2M |
| Clearstead Advisors, LLC | 0.56% | Reduce -1.0% | 1,583,773 | $39.6M |
| FLC Capital Advisors | 7.30% | Add +13.8% | 1,410,832 | $35.3M |
| Advisory Alpha, LLC | 1.08% | Add +11.8% | 1,380,246 | $34.5M |
| Morgan Stanley | 0.00% | Add +8.4% | 1,262,535 | $31.6M |
| Bouchey Financial Group, Ltd. | 2.53% | Reduce -5.3% | 1,215,695 | $30.4M |
| Madison Asset Management, LLC | 0.33% | Reduce -27.7% | 1,207,518 | $30.2M |
| Foster & Motley Inc. | 1.71% | Reduce -11.0% | 1,185,622 | $29.7M |
| Beacon Wealthcare LLC | 11.09% | Add +0.7% | 1,175,157 | $29.4M |
| High Probability Advisors, LLC | 4.28% | Add +0.8% | 1,144,462 | $28.6M |
| Stokes Family Office, LLC | 2.98% | Reduce -3.8% | 1,133,415 | $28.4M |
| Empowered Funds, LLC | 0.32% | Add +192.9% | 1,134,319 | $28.3M |
| Baird Financial Group, Inc. | 0.05% | Add +9.4% | 1,128,250 | $28.2M |
| First National Trust Co | 1.03% | Add +3.6% | 1,099,895 | $27.5M |
| WestHill Financial Advisors, Inc. | 5.63% | Add +0.9% | 1,061,132 | $26.6M |
| Creative Planning | 0.02% | Reduce -6.0% | 1,059,114 | $26.5M |
| Galvin, Gaustad & Stein, LLC | 2.27% | Add +4.0% | 1,037,065 | $26.0M |
| LPL Financial LLC | 0.01% | Add +10.4% | 1,012,884 | $25.4M |
| DAVENPORT & Co LLC | 0.14% | Add +4.6% | 1,011,392 | $25.3M |
| Allworth Financial LP | 0.12% | Reduce -4.6% | 1,008,568 | $25.2M |
| Midwest Trust Co | 0.31% | — | 883,221 | $22.1M |
| Wells Fargo & Company | 0.00% | Reduce -5.8% | 873,958 | $21.9M |
| BlackRock, Inc. | 0.00% | Add +1.0% | 864,333 | $21.6M |
| Tradition Wealth Management, LLC | 1.72% | Add +1.9% | 861,612 | $21.6M |
| AlphaStar Capital Management, LLC | 1.51% | New | 855,968 | $21.4M |
| HC Advisors, LLC | 14.38% | Add +0.1% | 813,609 | $20.4M |
| Your Advocates Ltd., LLP | 7.12% | Add +1.0% | 790,678 | $19.8M |
| MassMutual Private Wealth & Trust, FSB | 0.47% | Reduce -0.8% | 704,762 | $17.6M |
| Diversify Wealth Management, LLC | 1.08% | Add +11.5% | 698,569 | $17.4M |
| Archer Investment Management, LLC | 12.63% | Add +5.5% | 695,093 | $17.4M |
| Cetera Investment Advisers | 0.03% | Add +6.0% | 640,429 | $16.0M |
| Altiora Financial Group, LLC | 3.09% | Add +0.0% | 632,372 | $15.8M |
| Pure Portfolios Holdings LLC | 5.36% | Add +25.1% | 632,148 | $15.8M |
| Summit Financial, LLC | 0.35% | Add +4.9% | 612,910 | $15.3M |
| One Degree Advisors Inc | 5.24% | Add +6.6% | 587,661 | $14.7M |
| Marshall Financial Group, LLC | 2.83% | Reduce -1.4% | 582,454 | $14.4M |
| SWS Partners | 3.88% | Add +9.0% | 573,945 | $14.4M |
| Morton Brown Family Wealth, LLC | 4.18% | Add +10.5% | 549,484 | $13.8M |
| Kathmere Capital Management, LLC | 1.03% | Add +14.3% | 532,900 | $13.3M |
| Vident Advisory, LLC | 0.15% | Add +67.4% | 519,525 | $13.0M |
| Exencial Wealth Advisors, LLC | 0.44% | Add +17.8% | 498,190 | $12.5M |
| Jones Financial Companies LLLP | 0.01% | Add +56.0% | 496,618 | $12.4M |
| Holcombe Financial, Inc. | 8.53% | New | 452,546 | $11.3M |
| Keyvantage Wealth, LLC | 5.06% | Reduce -0.1% | 450,255 | $11.3M |
| Sentinel Pension Advisors, LLC | 1.89% | Add +9.4% | 449,535 | $11.3M |
| Franklin Resources Inc. | 0.00% | Reduce -2.7% | 440,257 | $11.0M |
| Walkner Condon Financial Advisors LLC | 1.96% | Add +7.1% | 425,395 | $10.6M |
| Fiduciary Alliance LLC | 0.76% | Reduce -2.6% | 407,125 | $10.2M |
| Attessa Capital LLC | 6.02% | Add +23.4% | 375,231 | $9.4M |
| McAdam, LLC | 0.51% | Add +4.7% | 371,836 | $9.3M |
| Act Two Investors LLC | 1.90% | Add +2.0% | 371,118 | $9.3M |
| Destiny Wealth Partners, LLC | 1.23% | Add +1.5% | 365,808 | $9.2M |
| Bank of Montreal | 0.00% | Add +0.8% | 363,497 | $9.1M |
| White Pine Investment CO | 2.27% | Add +470.7% | 363,196 | $9.1M |
| Oakwell Private Wealth Management, LLC | 2.01% | Add +9.6% | 348,994 | $8.7M |
| Cwm, LLC | 0.03% | Reduce -59.7% | 348,131 | $8.7M |
| Raymond James Financial Inc. | 0.00% | Add +38.0% | 342,715 | $8.6M |
| Stratos Wealth Advisors, LLC | 0.45% | Add +0.3% | 342,245 | $8.6M |
| Darrow Company, Inc. | 4.33% | Add +0.0% | 341,775 | $8.6M |
| Valmark Advisers, Inc. | 0.12% | Add +8.6% | 337,542 | $8.4M |
| Clarity Wealth Development LLC | 8.29% | Add +7.5% | 332,843 | $8.3M |
| Centric Wealth Management | 1.94% | Add +3.2% | 325,987 | $8.1M |
| Tennessee Valley Asset Management Partners | 1.80% | Reduce -15.4% | 283,377 | $7.1M |
| SIMA Wealth Partners, LLC | 5.70% | Reduce -13.6% | 282,040 | $7.1M |
| Blake Schutter Theil Wealth Advisors, LLC | 7.83% | Add +6.8% | 275,878 | $6.9M |
| UBS Group AG | 0.00% | Add +11.1% | 269,685 | $6.8M |
| Private Advisor Group, LLC | 0.04% | Reduce -10.6% | 264,455 | $6.6M |
| Foundation Wealth Management, LLC\PA | 2.85% | Add +2.7% | 262,825 | $6.6M |
| Advocate Group LLC | 1.17% | Add +1.7% | 261,885 | $6.6M |
| Benjamin Edwards Inc. | 0.08% | Reduce -7.9% | 260,893 | $6.5M |
| WT Wealth Management | 1.92% | Reduce -0.3% | 259,495 | $6.5M |
| CreativeOne Wealth, LLC | 0.17% | Reduce -0.2% | 257,998 | $6.5M |
| Harvest Portfolios Group Inc. | 0.15% | Add +5.8% | 257,547 | $6.4M |
| Mariner, LLC | 0.01% | Reduce -6.2% | 236,316 | $5.9M |
| AlphaQuest LLC | 0.58% | New | 234,462 | $5.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -6.3% | 232,079 | $5.8M |
| Independent Solutions Wealth Management, LLC | 1.09% | Reduce -1.6% | 223,893 | $5.6M |
| Stableford Capital II LLC | 2.09% | Reduce -1.5% | 222,916 | $5.5M |
| Kelly Financial Services LLC | 1.63% | Add +7.2% | 221,111 | $5.5M |
| Code Waechter LLC | 3.79% | Add +1.4% | 212,581 | $5.3M |
| Christensen, King & Associates Investment Services, Inc. | 2.44% | Reduce -1.2% | 212,328 | $5.3M |
| Heritage Wealth Management, Inc. | 3.93% | Add +4.8% | 207,045 | $5.2M |
| Libra Wealth LLC | 1.66% | Reduce -4.6% | 202,443 | $5.1M |
| Focus Partners Wealth | 0.01% | Reduce -8.0% | 202,259 | $5.1M |
| W.H. Cornerstone Investments Inc. | 3.20% | Add +6.4% | 201,528 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Add +43.0% | 199,290 | $5.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +42.8% | 197,777 | $5.0M |
| Myecfo, LLC | 2.42% | Add +2.6% | 192,887 | $4.9M |
| BLVD Private Wealth, LLC | 4.45% | — | 188,785 | $4.7M |
| North Forty Two & Co. | 4.98% | Reduce -0.2% | 187,036 | $4.7M |
| Inspire Advisors, LLC | 0.48% | Add +103.6% | 186,543 | $4.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +7.5% | 185,296 | $4.6M |
| Cloud Capital Management, LLC | 2.77% | Reduce -1.7% | 177,509 | $4.4M |
| Hilltop Partners LLC | 1.33% | Add +2.7% | 175,852 | $4.4M |
| Foundations Investment Advisors, LLC | 0.07% | Add +9.5% | 174,563 | $4.4M |
| Dynamic Advisor Solutions LLC | 0.13% | Reduce -4.9% | 174,175 | $4.4M |
| Modus Advisors, LLC | 1.28% | Add +1.3% | 172,446 | $4.3M |
| Columbus Macro, LLC | 0.52% | Add +22.3% | 169,111 | $4.2M |
| SYM FINANCIAL Corp | 0.46% | Add +28.3% | 163,660 | $4.1M |
| Northwest Capital Management Inc | 2.13% | Reduce -81.6% | 157,342 | $3.9M |
| Greenline Partners, LLC | 0.52% | Add +6230.2% | 152,684 | $3.8M |
| Upper Left Wealth Management, LLC | 2.47% | Add +0.3% | 147,736 | $3.7M |
| HighTower Advisors, LLC | 0.00% | Add +13.0% | 146,726 | $3.7M |
| Cobblestone Capital Advisors LLC | 0.18% | Add +12.5% | 143,237 | $3.6M |
| SCS Capital Management LLC | 0.04% | Add +10.7% | 137,631 | $3.4M |
| Comerica Bank | 0.01% | Add +58.4% | 133,633 | $3.3M |
| Addison Advisors LLC | 0.82% | Reduce -5.6% | 131,409 | $3.3M |
| Passive Capital Management, LLC. | 1.00% | Add +1.2% | 128,676 | $3.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -19.6% | 127,176 | $3.2M |
| L.K. Benson & Company, P.C. | 1.91% | Add +26.8% | 124,441 | $3.1M |
| Adams Wealth Management | 0.57% | New | 120,339 | $3.0M |
| CacheTech Inc. | 0.55% | New | 120,339 | $3.0M |
| MML Investors Services, LLC | 0.01% | Reduce -1.4% | 119,440 | $3.0M |
| Ausdal Financial Partners, Inc. | 0.20% | Reduce -11.4% | 119,439 | $3.0M |
| Vise Technologies, Inc. | 0.12% | — | 114,124 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +25.6% | 113,310 | $2.8M |
| Financial & Tax Architects, LLC | 0.68% | Add +17.2% | 112,092 | $2.8M |
| Hendershot Investments Inc. | 0.37% | Add +0.6% | 111,598 | $2.8M |
| Salem Investment Counselors Inc. | 0.09% | Reduce -0.2% | 110,253 | $2.8M |
| Spire Wealth Management | 0.10% | Reduce -5.7% | 106,496 | $2.7M |
| Pflug Koory, LLC | 1.32% | Add +0.9% | 104,156 | $2.6M |
| PrairieView Partners, LLC | 0.25% | Reduce -3.4% | 101,966 | $2.6M |
| Meritage Portfolio Management | 0.16% | Add +1.2% | 101,913 | $2.6M |
| Alternative Investment Advisors, LLC. | 1.26% | Reduce -0.3% | 101,349 | $2.5M |
| Kathleen S. Wright Associates Inc. | 0.97% | Reduce -3.2% | 99,758 | $2.5M |
| Compound Planning, Inc. | 0.09% | Add +15.1% | 97,426 | $2.4M |
| Signet Financial Management, LLC | 0.31% | Add +60.0% | 97,131 | $2.4M |
| Flputnam Investment Management Co. | 0.04% | Reduce -38.8% | 96,092 | $2.4M |
| Jacobson & Schmitt Advisors, LLC | 0.42% | New | 95,447 | $2.4M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -2.1% | 93,456 | $2.3M |
| Blair William & Co. | 0.01% | Reduce -0.9% | 92,882 | $2.3M |
| Creative Financial Designs Inc. | 0.17% | Reduce -70.8% | 92,757 | $2.3M |
| Tortoise Investment Management, LLC | 0.22% | Add +37.9% | 91,412 | $2.3M |
| Focus Financial Network, Inc. | 0.09% | Add +0.3% | 90,381 | $2.3M |
| Csenge Advisory Group | 0.12% | Add +6.1% | 89,704 | $2.2M |
| GenWealth Group, Inc. | 0.45% | Add +1.4% | 88,635 | $2.2M |
| Barden Capital Management, Inc. | 1.93% | Reduce -3.9% | 87,934 | $2.2M |
| Financial Consulate, Inc. | 0.43% | Reduce -1.8% | 87,925 | $2.2M |
| Citadel Advisors | 0.00% | Add +73.1% | 87,812 | $2.2M |
| Inman Jager Wealth Management, LLC | 1.46% | Add +43.1% | 86,513 | $2.2M |
| GWN Securities Inc. | 0.39% | Add +98.0% | 84,590 | $2.1M |
| Enstar Group LTD | 0.77% | No change | 83,500 | $2.1M |
| Kelly Financial Group LLC | 0.60% | Reduce -2.8% | 83,404 | $2.1M |
| Mendota Financial Group, LLC | 1.96% | Add +12.0% | 82,969 | $2.1M |
| Principal Securities, Inc. | 0.04% | Reduce -0.8% | 82,304 | $2.1M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -11.7% | 79,650 | $2.0M |
| Perigon Wealth Management, LLC | 0.05% | Add +15.4% | 79,146 | $2.0M |
| National Bank of Canada | 0.00% | Add +12.9% | 78,538 | $2.0M |
| Fermata Advisors, LLC | 0.52% | Add +9.6% | 77,769 | $1.9M |
| MilWealth Group LLC | 0.50% | Reduce -2.9% | 77,302 | $1.9M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -28.1% | 74,268 | $1.9M |
| Charles Schwab Trust Co | 0.14% | Add +39.0% | 73,323 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | New | 71,106 | $1.8M |
| Kaizen Financial Strategies | 0.90% | Add +5.7% | 70,697 | $1.8M |
| IHT Wealth Management, LLC | 0.05% | Reduce -25.9% | 69,554 | $1.7M |
| Hutchinson Capital Management | 0.31% | Add +38.4% | 67,675 | $1.7M |
| North Ridge Wealth Advisors, Inc. | 1.03% | No change | 67,236 | $1.7M |
| CoreCap Advisors, LLC | 0.07% | Add +7.9% | 67,129 | $1.7M |
| Prevail Innovative Wealth Advisors, LLC | 0.37% | Reduce -33.1% | 66,729 | $1.7M |
| Waverly Advisors, LLC | 0.02% | Reduce -6.4% | 66,353 | $1.7M |
| Keystone Global Partners, LLC | 0.90% | Reduce -0.2% | 65,947 | $1.7M |
| Savvy Advisors, Inc. | 0.11% | Reduce -7.2% | 65,736 | $1.6M |
| Sonoma Private Wealth LLC | 2.01% | Reduce -1.4% | 65,626 | $1.6M |
| WealthCare Investment Partners, LLC | 0.59% | Add +20.4% | 65,986 | $1.6M |
| Mendel Capital Management LLC | 0.93% | Add +3.3% | 65,142 | $1.6M |
| Betterment LLC | 0.00% | Add +1.1% | 64,231 | $1.6M |
| Lanark Financial, Inc. | 0.13% | Add +1121.3% | 62,579 | $1.6M |
| Brookstone Capital Management | 0.02% | Reduce -6.3% | 62,505 | $1.6M |
| Successful Portfolios LLC | 0.94% | Add +2.4% | 61,151 | $1.5M |
| Beverly Hills Private Wealth, LLC | 0.29% | Add +33.0% | 60,253 | $1.5M |
| Willis Johnson & Associates, Inc. | 0.10% | Reduce -0.1% | 59,003 | $1.5M |
| Essential Partners LLC | 0.58% | — | 58,307 | $1.5M |
| Diligent Investors, LLC | 0.32% | Reduce -5.9% | 53,218 | $1.3M |
| Natixis Advisors, LLC | 0.00% | Add +92.4% | 51,723 | $1.3M |
| JFG Wealth Management, LLC | 0.26% | Add +3.8% | 49,259 | $1.2M |
| Leavell Investment Management, Inc. | 0.05% | Add +12.3% | 48,867 | $1.2M |
| Asset Management Group, Inc. | 0.21% | Add +0.9% | 48,062 | $1.2M |
| TD Private Client Wealth LLC | 0.03% | Add +13.9% | 47,316 | $1.2M |
| 1620 Investment Advisors, Inc. | 0.85% | Add +143.3% | 47,130 | $1.2M |
| Rede Wealth, LLC | 0.42% | Add +5.8% | 46,625 | $1.2M |
| Waycross Investment Management Co | 1.19% | No change | 45,646 | $1.1M |
| Venture Visionary Partners LLC | 0.04% | Add +1.3% | 45,480 | $1.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.08% | Reduce -2.5% | 44,926 | $1.1M |
| Studio Investment Management LLC | 0.23% | Add +40.8% | 44,868 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -0.4% | 44,790 | $1.1M |
| Eagle Strategies LLC | 0.17% | Add +6.0% | 44,648 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.12% | Reduce -9.9% | 44,080 | $1.1M |
| Koshinski Asset Management, Inc. | 0.08% | Add +0.4% | 43,146 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Reduce -2.5% | 42,691 | $1.1M |
| Horizon Financial Services, LLC | 0.56% | Add +3.0% | 42,506 | $1.1M |
| Integrity Wealth Advisors, Inc. | 0.72% | Reduce -9.8% | 41,316 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -19.2% | 40,873 | $1.0M |
| Sellwood Investment Partners LLC | 0.49% | Add +7.3% | 40,611 | $1.0M |
| Freedom Investment Management, Inc. | 0.08% | Reduce -4.3% | 40,606 | $1.0M |
| True Link Financial Advisors, LLC | 0.07% | Add +0.1% | 40,302 | $1.0M |
| Fifth Third Securities, Inc. | 0.08% | Reduce -3.2% | 40,079 | $1.0M |
| Wealthspire Retirement, LLC | 0.07% | Add +1.2% | 39,971 | $1.0M |
| Manhattan West Asset Management, LLC | 0.23% | Reduce -1.6% | 39,595 | $991K |
| Park Avenue Securities LLC | 0.01% | Add +4.7% | 38,210 | $956K |
| CW Advisors, LLC | 0.01% | Reduce -2.5% | 37,463 | $938K |
| Avior Wealth Management, LLC | 0.03% | Add +0.6% | 37,397 | $936K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -59.7% | 36,658 | $918K |
| Renaissance Technologies | 0.00% | Reduce -80.4% | 36,600 | $916K |
| PAX Financial Group, LLC | 0.17% | Reduce -48.2% | 36,484 | $913K |
| Phil A. Younker & Associates, Ltd. | 0.87% | No change | 35,202 | $881K |
| Brucke Financial, Inc. | 0.60% | Add +10.1% | 34,690 | $868K |
| Commerce Bank | 0.01% | Add +1.4% | 34,533 | $864K |
| Advyzon Investment Management, LLC | 0.19% | New | 34,517 | $864K |
| Captrust Financial Advisors | 0.00% | Add +1.3% | 34,454 | $862K |
| OneAscent Financial Services LLC | 0.06% | Reduce -64.2% | 33,908 | $849K |
| South Plains Financial, Inc. | 0.59% | No change | 33,480 | $838K |
| Two Sigma Securities, LLC | 0.10% | Add +184.0% | 32,488 | $813K |
| Avantax Advisory Services, Inc. | 0.00% | Add +5.3% | 32,128 | $804K |
| Net Worth Advisory Group | 0.18% | New | 31,655 | $792K |
| Vermillion Wealth Management, Inc. | 0.38% | Reduce -19.6% | 31,528 | $789K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -1.4% | 31,185 | $781K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.33% | New | 30,789 | $771K |
| Corient Private Wealth LP | 0.00% | Add +47.1% | 30,424 | $762K |
| Wealthgarden F.S. LLC | 0.63% | Add +20.0% | 30,597 | $760K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +18.4% | 29,921 | $749K |
| StoneX Group Inc. | 0.04% | Add +16.6% | 29,307 | $734K |
| Independent Advisor Alliance | 0.02% | Reduce -16.0% | 29,242 | $732K |
| Meridian Management Co. | 0.20% | Reduce -63.9% | 29,348 | $729K |
| Bell Investment Advisors, Inc | 0.12% | New | 28,529 | $714K |
| Evermay Wealth Management LLC | 0.09% | New | 28,217 | $706K |
| Susquehanna International Group, LLP | 0.00% | Add +72.3% | 28,208 | $706K |
| IFP Advisors, Inc | 0.02% | Add +127.0% | 26,429 | $662K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 26,325 | $659K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -36.0% | 26,365 | $657K |
| Comprehensive Wealth Management, LLC | 0.52% | New | 26,035 | $652K |
| Parkside Financial Bank & Trust | 0.07% | Add +13.6% | 25,973 | $650K |
| Signal Advisors Wealth, LLC | 0.05% | New | 25,240 | $632K |
| NewEdge Advisors, LLC | 0.00% | Add +32.8% | 24,875 | $623K |
| Lido Advisors, LLC | 0.00% | Add +154.5% | 24,452 | $612K |
| Fagan Associates, Inc. | 0.09% | Reduce -3.1% | 24,412 | $611K |
| Sigma Planning Corp | 0.02% | Reduce -0.6% | 24,136 | $604K |
| Seneschal Advisors, LLC | 0.47% | Add +63.0% | 23,936 | $599K |
| Trust Point Inc. | 0.06% | Add +45.8% | 23,638 | $592K |
| MBE Wealth Management, LLC | 0.26% | Add +42.7% | 23,582 | $590K |
| Larson Financial Group LLC | 0.02% | Add +41.0% | 23,424 | $586K |
| Visionary Wealth Advisors | 0.03% | New | 22,732 | $569K |
| RKL Wealth Management LLC | 0.05% | Reduce -67.9% | 22,453 | $562K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -66.3% | 22,413 | $561K |
| Hexagon Capital Partners LLC | 0.12% | Add +4.9% | 21,950 | $549K |
| Quartz Partners, LLC | 0.25% | No change | 21,728 | $544K |
| Empower Advisory Group, LLC | 0.00% | Add +2.0% | 21,700 | $543K |
| Mutual Advisors, LLC | 0.01% | Add +16.0% | 21,804 | $542K |
| Equita Financial Network, Inc. | 0.21% | Reduce -1.1% | 21,333 | $534K |
| Hardin Capital Partners, LLC | 0.31% | Reduce -0.8% | 21,422 | $533K |
| Rockbridge Investment Management, LCC | 0.06% | Reduce -0.1% | 21,292 | $533K |
| Noble Family Wealth, LLC | 0.13% | Add +0.1% | 21,196 | $531K |
| Unique Wealth Strategies, LLC | 0.21% | Reduce -0.2% | 20,343 | $509K |
| WNY Asset Management, LLC | 0.06% | Reduce -7.4% | 20,155 | $504K |
| Kings Path Partners LLC | 0.20% | Reduce -3.7% | 19,993 | $500K |
| Bangor Savings Bank | 0.04% | Reduce -0.2% | 19,949 | $499K |
| Sanctuary Advisors, LLC | 0.00% | Add +25.7% | 19,948 | $499K |
| Tudor Investment Corporation | 0.00% | New | 19,867 | $497K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -2.5% | 19,700 | $493K |
| Family Investment Center, Inc. | 0.11% | Add +1.0% | 19,595 | $490K |
| Twele Capital Management, Inc. | 0.10% | Add +1.9% | 19,561 | $490K |
| Moors & Cabot, Inc. | 0.02% | Add +18.2% | 19,337 | $484K |
| Tran Capital Management, L.P. | 0.06% | No change | 19,325 | $484K |
| Johnson Financial Group, LLC | 0.05% | Add +4.7% | 19,216 | $481K |
| eCIO, Inc. | 0.20% | Reduce -2.7% | 19,149 | $479K |
| Accelerate Investment Advisors LLC | 0.35% | Add +51.5% | 18,689 | $468K |
| Mgo One Seven LLC | 0.01% | Add +21.3% | 18,631 | $466K |
| Lederer & Associates Investment Counsel | 0.30% | Add +0.1% | 18,434 | $461K |
| Belpointe Asset Management LLC | 0.02% | New | 18,305 | $458K |
| Wincap Financial LLC | 0.36% | New | 17,888 | $448K |
| Ethos Financial Group, LLC | 0.04% | New | 17,839 | $447K |
| Truist Financial Corp. | 0.00% | Reduce -68.1% | 17,257 | $432K |
| Portland Financial Advisors Inc | 1.02% | No change | 16,924 | $424K |
| Citigroup Inc. | 0.00% | Add +61.0% | 16,789 | $420K |
| FMR LLC | 0.00% | Add +167.3% | 16,736 | $419K |
| GTS Securities LLC | 0.02% | Reduce -76.6% | 16,712 | $418K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -2.8% | 16,637 | $416K |
| Integrated Advisors Network LLC | 0.02% | Reduce -8.0% | 16,558 | $414K |
| Worth Asset Management, LLC | 0.20% | Add +35.1% | 16,318 | $408K |
| AE Wealth Management LLC | 0.00% | Add +114.5% | 15,893 | $398K |
| XY Planning Network, Inc. | 0.14% | Add +53.0% | 15,867 | $397K |
| New Hampshire Trust | 0.08% | Add +1.1% | 15,463 | $387K |
| FC Advisory LLC | 0.12% | Add +0.7% | 14,981 | $375K |
| Sonora Investment Management Group, LLC | 0.03% | Add +24.8% | 14,788 | $370K |
| Note Advisors, LLC | 0.25% | Reduce -8.3% | 14,518 | $363K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 13,489 | $338K |
| L2 Asset Management, LLC | 0.05% | Add +6.9% | 13,407 | $336K |
| Coston, McIsaac & Partners | 0.09% | Add +1.0% | 13,288 | $332K |
| Meridian Wealth Partners, LLC | 0.05% | Add +0.3% | 13,200 | $330K |
| RFG Advisory, LLC | 0.01% | New | 13,194 | $330K |
| Stephens Group Asset Management, LLC | 0.02% | Add +0.9% | 13,184 | $330K |
| Capital Investment Advisors, LLC | 0.01% | New | 13,034 | $326K |
| Capital Analysts, LLC | 0.01% | Reduce -0.5% | 12,881 | $322K |
| Howe & Rusling Inc. | 0.02% | Add +50.3% | 12,842 | $321K |
| Copperwynd Financial, LLC | 0.08% | New | 12,818 | $321K |
| Hollencrest Capital Management | 0.01% | No change | 12,580 | $315K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -22.6% | 12,441 | $311K |
| HBW Advisory Services LLC | 0.04% | Reduce -21.0% | 12,425 | $311K |
| Ridgewood Investments LLC | 0.13% | No change | 12,312 | $308K |
| Connecticut Wealth Management, LLC | 0.01% | Add +0.1% | 12,151 | $304K |
| First County Bank | 0.16% | Reduce -18.1% | 12,070 | $302K |
| M. Kulyk & Associates, LLC | 0.06% | New | 11,925 | $298K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 11,678 | $292K |
| Roundview Capital LLC | 0.02% | No change | 11,452 | $287K |
| Coppell Advisory Solutions LLC | 0.03% | New | 11,382 | $284K |
| Patten & Patten Inc. | 0.02% | Add +2.3% | 11,133 | $279K |
| Evanson Asset Management, LLC | 0.02% | Add +1.0% | 11,095 | $278K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -31.8% | 10,952 | $274K |
| Asset Allocation Strategies LLC | 0.06% | Reduce -5.7% | 10,929 | $274K |
| Modern Wealth Management, LLC | 0.01% | Reduce -4.4% | 10,891 | $273K |
| Coastal Bridge Advisors, LLC | 0.02% | New | 10,813 | $271K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 10,751 | $269K |
| Global Retirement Partners, LLC | 0.01% | — | 10,745 | $269K |
| Lebenthal Global Advisors, LLC | 0.05% | New | 10,585 | $265K |
| Bulwark Capital Corp | 0.22% | — | 10,216 | $256K |
| West Paces Advisors Inc. | 0.05% | Add +4.1% | 10,135 | $254K |
| Chancellor Financial Group WB LP | 0.20% | Reduce -0.0% | 10,067 | $252K |
| Certified Advisory Corp | 0.03% | Add +0.1% | 10,011 | $251K |
| Orleans Capital Management Corp. | 0.13% | Reduce -2.9% | 10,000 | $250K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -27.5% | 9,952 | $249K |
| Washington Trust Advisors, Inc. | 0.02% | Reduce -2.3% | 9,775 | $245K |
| NorthCoast Asset Management LLC | 0.00% | New | 9,590 | $240K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -86.1% | 9,492 | $238K |
| Seek First Inc. | 0.19% | Add +0.9% | 9,419 | $236K |
| WBH Advisory Inc. | 0.02% | Reduce -7.8% | 9,381 | $235K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 9,188 | $230K |
| Advisor OS, LLC | 0.02% | New | 9,171 | $230K |
| Strategic Blueprint, LLC | 0.01% | New | 9,026 | $226K |
| Destination Wealth Management | 0.01% | New | 8,968 | $224K |
| Milestone Investment Advisors LLC | 0.06% | No change | 8,910 | $223K |
| FSB Premier Wealth Management, Inc. | 0.08% | Reduce -0.7% | 8,799 | $220K |
| Lifeworks Advisors, LLC | 0.03% | Reduce -1.5% | 8,682 | $217K |
| Trivium Point Advisory, LLC | 0.02% | New | 8,656 | $217K |
| Van Strum & Towne Inc. | 0.07% | Add +7.5% | 8,650 | $217K |
| Chapman Financial Group, LLC | 0.18% | — | 8,400 | $210K |
| BCS Wealth Management | 0.04% | Add +0.8% | 8,331 | $209K |
| Acropolis Investment Management, LLC | 0.01% | Add +2.7% | 8,344 | $209K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -5.0% | 8,312 | $208K |
| Summit Wealth Group LLC / Co. | 0.05% | — | 8,288 | $207K |
| Claro Advisors Inc. | 0.03% | Reduce -35.2% | 8,284 | $207K |
| GenTrust, LLC | 0.01% | No change | 8,150 | $204K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -71.0% | 8,119 | $203K |
| Grove Street Fiduciary, LLC | 0.10% | No change | 8,085 | $202K |
| Ashton Thomas Securities, LLC | 0.05% | Reduce -25.5% | 7,688 | $192K |
| US Bancorp \de | 0.00% | Add +8.9% | 7,217 | $181K |
| Private Wealth Management Group, LLC | 0.06% | No change | 6,710 | $168K |
| ORG Partners LLC | 0.03% | No change | 6,090 | $152K |
| MAI Capital Management | 0.00% | Reduce -3.3% | 5,586 | $140K |
| Garde Capital, Inc. | 0.01% | No change | 4,836 | $121K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -40.6% | 4,780 | $119K |
| WFA of San Diego, LLC | 0.09% | — | 4,730 | $118K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -47.1% | 4,488 | $112K |
| Archer Investment Corp | 0.03% | Add +0.0% | 4,364 | $109K |
| Painted Porch Advisors LLC | 0.04% | Reduce -5.1% | 4,306 | $108K |
| Breakwater Investment Management | 0.04% | No change | 4,296 | $108K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +632.4% | 3,706 | $93K |
| Hanson & Doremus Investment Management | 0.01% | No change | 3,444 | $86K |
| Rossby Financial, LCC | 0.03% | Reduce -8.2% | 3,432 | $86K |
| Quaker Wealth Management, LLC | 0.03% | — | 3,054 | $76K |
| NBT Bank, N.A. | 0.00% | No change | 2,876 | $72K |
| Ameriflex Group, Inc. | 0.04% | Reduce -17.9% | 2,844 | $71K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -34.3% | 2,784 | $70K |
| Tradewinds Capital Management, LLC | 0.02% | No change | 2,636 | $66K |
| Harbour Investments, Inc. | 0.00% | Add +3.5% | 2,617 | $65K |
| Berkshire Money Management, Inc. | 0.01% | New | 2,587 | $65K |
| Pin Oak Investment Advisors Inc. | 0.05% | New | 2,513 | $62K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.2% | 2,185 | $55K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -18.8% | 2,159 | $54K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -27.5% | 1,955 | $49K |
| Bristlecone Advisors, LLC | 0.00% | Reduce -20.3% | 1,860 | $47K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 1,758 | $44K |
| Richard W. Paul & Associates, LLC | 0.02% | No change | 1,720 | $43K |
| Valley National Advisers Inc. | 0.01% | No change | 1,690 | $42K |
| Hoey Investments, Inc. | 0.01% | New | 1,463 | $37K |
| Roble, Belko & Company, Inc | 0.01% | No change | 1,444 | $36K |
| Robinswood Financial LLC | 0.01% | Reduce -8.8% | 1,395 | $35K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 1,373 | $34K |
| Blue Trust, Inc. | 0.00% | No change | 1,246 | $31K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -9.2% | 1,211 | $30K |
| Kennebec Savings Bank | 0.03% | Reduce -1.3% | 1,027 | $26K |
| Aventura Private Wealth, LLC | 0.01% | No change | 998 | $25K |
| Rise Advisors, LLC | 0.01% | Add +5.1% | 881 | $22K |
| MCF Advisors LLC | 0.00% | Reduce -28.7% | 874 | $22K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 700 | $18K |
| Towne Trust Company, N.A | 0.01% | Reduce -63.0% | 700 | $18K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -86.5% | 693 | $17K |
| Transce3nd, LLC | 0.01% | Reduce -48.6% | 628 | $16K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 590 | $15K |
| Virtus Advisers, LLC | 0.01% | New | 587 | $15K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +2187.5% | 549 | $14K |
| Fifth Third Bancorp | 0.00% | Reduce -87.4% | 542 | $14K |
| AlphaCore Capital LLC | 0.00% | Add +275.7% | 541 | $14K |
| Montag A & Associates Inc. | 0.00% | Add +1.0% | 526 | $13K |
| Abound Wealth Management | 0.00% | New | 506 | $13K |
| Anfield Capital Management, LLC | 0.00% | No change | 490 | $12K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 468 | $12K |
| Aspect Partners, LLC | 0.01% | New | 451 | $11K |
| Total Investment Management Inc. | 0.00% | New | 436 | $11K |
| Binnacle Investments Inc | 0.01% | New | 429 | $11K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 426 | $11K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 408 | $10K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 322 | $8K |
| GeoWealth Management, LLC | 0.00% | New | 309 | $8K |
| Front Row Advisors LLC | 0.00% | No change | 300 | $8K |
| Main Street Group, LTD | 0.00% | Reduce -34.1% | 242 | $6K |
| Townsend Asset Management Corp. /NC/ | 0.00% | Reduce -81.3% | 242 | $6K |
| Friedenthal Financial | 0.00% | Add +2.2% | 236 | $6K |
| Qube Research & Technologies Ltd | 0.00% | No change | 202 | $5K |
| Investors Research Corp | 0.00% | No change | 198 | $5K |
| IMA Advisory Services, Inc. | 0.00% | No change | 184 | $5K |
| Pacifica Partners Inc. | 0.00% | No change | 180 | $4K |
| Key Financial Inc | 0.00% | No change | 165 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 158 | $4K |
| Rothschild Investment LLC | 0.00% | Add +41.5% | 150 | $4K |
| Millstone Evans Group, LLC | 0.00% | No change | 136 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.9% | 127 | $3K |
| Ameritas Advisory Services, LLC | 0.00% | New | 118 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 116 | $3K |
| Financial Gravity Companies, Inc. | 0.00% | — | 112 | $3K |
| Financial Management Professionals, Inc. | 0.00% | No change | 110 | $3K |
| Crewe Advisors LLC | 0.00% | New | 99 | $2K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 88 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 86 | $2K |
| Promus Capital, LLC | 0.00% | No change | 80 | $2K |
| Highline Wealth Partners LLC | 0.00% | New | 76 | $2K |
| Mid-American Wealth Advisory Group, Inc. | 0.00% | New | 70 | $2K |
| Parallel Advisors, LLC | 0.00% | Reduce -81.1% | 70 | $2K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 58 | $1K |
| Wolff Wiese Magana LLC | 0.00% | New | 51 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 50 | $1K |
| Ballast Advisors LLC | 0.00% | No change | 46 | $1K |
| Brown Brothers Harriman & Co. | 0.00% | New | 46 | $1K |
| Kilter Group LLC | 0.00% | New | 43 | $1K |
| Simplex Trading, LLC | 0.00% | No change | 76 | $1K |
| Tucker Asset Management LLC | 0.00% | Reduce -94.8% | 30 | $751 |
| Rialto Wealth Management, LLC | 0.00% | No change | 30 | $751 |
| Signature Resources Capital Management, LLC | 0.00% | No change | 29 | $726 |
| FAS Wealth Partners, Inc. | 0.00% | No change | 20 | $501 |
| CENTRAL TRUST Co | 0.00% | New | 19 | $476 |
| Solstein Capital, LLC | 0.00% | New | 18 | $451 |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 7 | $175 |
| Wagner Wealth Management, LLC | 0.00% | Reduce -93.5% | 6 | $154 |
| Johnson Financial Group, Inc. | 0.00% | New | 6 | $151 |
| Country Trust Bank | 0.00% | New | 2 | $50 |
| Avion Wealth | 0.00% | No change | 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.