Schwab Intermediate-Term USSCHRETF
13F holders, Q3 2025 (September 30)473holders +11
60new positions
46sold out
2famous investors
$25.13avg. 13F price*
At the end of Q3 2025, 473 institutions reported holding Schwab Intermediate-Term US (SCHR) in their 13F filings, up 11 from Q2 2025. 60 opened new positions and 46 sold out. The largest holders were Charles Schwab Investment Management Inc. ($5.7B), Royal Bank of Canada ($491.5M) and Ameriprise Financial Inc. ($343.7M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $62.6M |
| Exits | 46 | $34.1M |
All 13F filers, Q2 2025 → Q3 2025: 21,754,606 shares bought and 7,815,102 shares sold, net +13,939,504 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 473 holders
| Charles Schwab Investment Management Inc. | 0.92% | Add +2.9% | 228,193,790 | $5.7B |
| Royal Bank of Canada | 0.09% | Reduce -12.5% | 19,557,911 | $491.5M |
| Ameriprise Financial Inc. | 0.08% | Add +11.8% | 13,681,648 | $343.7M |
| Stifel Financial Corp. | 0.20% | Add +7.6% | 8,613,635 | $216.5M |
| JPMorgan Chase & Co. | 0.01% | Add +5.2% | 4,896,742 | $123.1M |
| Bank of America Corp. | 0.01% | Add +10.4% | 4,153,770 | $104.4M |
| Cornerstone Wealth Advisors, Inc. | 22.24% | Add +5.3% | 3,656,393 | $91.9M |
| Envestnet Asset Management Inc. | 0.03% | Add +44.9% | 3,636,388 | $91.4M |
| Moisand Fitzgerald Tamayo, LLC | 10.22% | Add +6.0% | 3,452,681 | $86.8M |
| Pacific Sage Partners, LLC | 12.30% | Add +11.3% | 2,923,563 | $73.5M |
| State Street Corp. | 0.00% | No change | 2,900,000 | $72.9M |
| Cerity Partners LLC | 0.12% | Add +74.6% | 2,888,291 | $72.6M |
| Exchange Traded Concepts, LLC | 0.66% | Add +58.0% | 2,749,387 | $69.1M |
| Resonant Capital Advisors, LLC | 3.88% | Add +13.1% | 2,648,929 | $66.6M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +2.4% | 2,319,974 | $58.2M |
| Avidian Wealth Enterprises, LLC | 1.94% | Add +3.9% | 2,051,937 | $51.6M |
| Intelligence Driven Advisers, LLC | 6.60% | Add +7.2% | 1,894,934 | $47.6M |
| Crane Advisory, LLC | 7.12% | Add +2.7% | 1,806,857 | $45.3M |
| Clearstead Advisors, LLC | 0.63% | Add +8.2% | 1,714,017 | $43.1M |
| LPL Financial LLC | 0.01% | Add +54.3% | 1,562,596 | $39.3M |
| Advisory Alpha, LLC | 1.04% | Add +8.1% | 1,491,941 | $37.5M |
| FLC Capital Advisors | 7.12% | Add +3.7% | 1,462,838 | $36.8M |
| Morgan Stanley | 0.00% | Add +6.4% | 1,342,854 | $33.7M |
| Bouchey Financial Group, Ltd. | 2.48% | Add +5.2% | 1,279,128 | $32.1M |
| Beacon Wealthcare LLC | 11.22% | Add +8.1% | 1,270,563 | $31.9M |
| Baird Financial Group, Inc. | 0.05% | Add +11.7% | 1,260,574 | $31.7M |
| High Probability Advisors, LLC | 4.11% | Add +4.1% | 1,191,772 | $29.9M |
| Foster & Motley Inc. | 1.59% | Reduce -1.0% | 1,173,923 | $29.5M |
| DAVENPORT & Co LLC | 0.16% | Add +15.0% | 1,163,151 | $29.2M |
| First National Trust Co | 0.98% | Add +4.0% | 1,143,367 | $28.7M |
| Madison Asset Management, LLC | 0.32% | Reduce -5.6% | 1,139,355 | $28.6M |
| WestHill Financial Advisors, Inc. | 5.61% | Add +7.3% | 1,139,112 | $28.6M |
| Creative Planning | 0.02% | Add +5.6% | 1,118,687 | $28.1M |
| Stokes Family Office, LLC | 2.66% | Reduce -1.7% | 1,114,542 | $28.0M |
| Galvin, Gaustad & Stein, LLC | 2.20% | Add +2.3% | 1,060,727 | $26.7M |
| Allworth Financial LP | 0.11% | Reduce -2.9% | 979,014 | $24.6M |
| Wells Fargo & Company | 0.01% | Add +11.1% | 970,785 | $24.4M |
| Tradition Wealth Management, LLC | 1.68% | Add +4.9% | 903,971 | $22.7M |
| Midwest Trust Co | 0.29% | Add +1.3% | 894,378 | $22.5M |
| HC Advisors, LLC | 14.67% | Add +2.1% | 830,664 | $20.9M |
| Your Advocates Ltd., LLP | 6.88% | Add +3.4% | 817,265 | $20.5M |
| Cetera Investment Advisers | 0.02% | Add +25.4% | 802,764 | $20.2M |
| Diversify Wealth Management, LLC | 1.07% | Add +6.1% | 741,168 | $18.6M |
| MassMutual Private Wealth & Trust, FSB | 0.46% | Add +1.9% | 718,072 | $18.0M |
| BlackRock, Inc. | 0.00% | Reduce -22.8% | 666,966 | $16.8M |
| Pure Portfolios Holdings LLC | 5.22% | Add +5.1% | 664,437 | $16.7M |
| Altiora Financial Group, LLC | 2.92% | Add +0.5% | 635,247 | $16.0M |
| Empowered Funds, LLC | 0.16% | Reduce -44.7% | 626,794 | $15.7M |
| SWS Partners | 3.83% | Add +8.8% | 624,562 | $15.7M |
| Jones Financial Companies LLLP | 0.01% | Add +25.8% | 624,789 | $15.7M |
| Summit Financial, LLC | 0.23% | Reduce -1.1% | 606,155 | $15.2M |
| Marshall Financial Group, LLC | 2.93% | Add +2.7% | 598,114 | $15.0M |
| Morton Brown Family Wealth, LLC | 4.21% | Add +6.3% | 584,191 | $14.7M |
| Archer Investment Management, LLC | 9.00% | Reduce -16.1% | 583,202 | $14.7M |
| Exencial Wealth Advisors, LLC | 0.46% | Add +12.3% | 559,604 | $14.1M |
| Vident Advisory, LLC | 0.13% | Add +3.7% | 538,975 | $13.5M |
| Kathmere Capital Management, LLC | 0.94% | Reduce -1.6% | 524,487 | $13.2M |
| Tidal Investments LLC | 0.05% | New | 498,404 | $12.5M |
| Keyvantage Wealth, LLC | 4.97% | Add +4.8% | 471,807 | $11.9M |
| Franklin Resources Inc. | 0.00% | Add +6.8% | 470,196 | $11.8M |
| Sentinel Pension Advisors, LLC | 1.88% | Add +4.2% | 468,506 | $11.8M |
| Holcombe Financial, Inc. | 8.14% | Add +2.5% | 463,905 | $11.7M |
| Walkner Condon Financial Advisors LLC | 1.70% | Add +0.6% | 427,988 | $10.8M |
| Fiduciary Alliance LLC | 0.72% | Add +5.0% | 427,406 | $10.7M |
| Tradewinds Capital Management, LLC | 2.40% | Add +16032.8% | 425,261 | $10.7M |
| Private Advisor Group, LLC | 0.05% | Add +56.5% | 413,949 | $10.4M |
| MML Investors Services, LLC | 0.03% | Add +244.1% | 410,971 | $10.3M |
| McAdam, LLC | 0.51% | Add +10.0% | 409,042 | $10.3M |
| White Pine Investment CO | 2.42% | Add +11.9% | 406,576 | $10.2M |
| Attessa Capital LLC | 5.90% | Add +6.0% | 397,915 | $10.0M |
| Destiny Wealth Partners, LLC | 1.21% | Add +7.5% | 393,136 | $9.9M |
| Bank of Montreal | 0.00% | Add +6.8% | 388,339 | $9.8M |
| Oakwell Private Wealth Management, LLC | 1.90% | Add +7.7% | 375,927 | $9.4M |
| Raymond James Financial Inc. | 0.00% | Add +8.1% | 370,410 | $9.3M |
| Act Two Investors LLC | 1.64% | Reduce -0.6% | 368,764 | $9.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +82.0% | 360,038 | $9.0M |
| Darrow Company, Inc. | 4.13% | Add +2.9% | 351,528 | $8.9M |
| Walker Financial Services, Inc. | 3.46% | New | 353,914 | $8.9M |
| Clarity Wealth Development LLC | 7.92% | Add +4.2% | 346,868 | $8.8M |
| My Personal CFO, LLC | 3.38% | New | 347,192 | $8.7M |
| Foundation Wealth Management, LLC\PA | 3.38% | Add +32.1% | 347,192 | $8.7M |
| Advocate Group LLC | 1.39% | Add +28.4% | 336,398 | $8.5M |
| Centric Wealth Management | 1.87% | Add +2.1% | 332,987 | $8.4M |
| Valmark Advisers, Inc. | 0.11% | Reduce -1.6% | 332,263 | $8.3M |
| Tennessee Valley Asset Management Partners | 1.13% | Add +16.8% | 330,921 | $8.3M |
| One Degree Advisors Inc | 2.50% | Reduce -44.8% | 324,233 | $8.1M |
| Payne Capital LLC | 8.19% | — | 321,425 | $8.1M |
| Stratos Wealth Advisors, LLC | 0.37% | Reduce -11.0% | 304,627 | $7.7M |
| Blake Schutter Theil Wealth Advisors, LLC | 7.49% | Add +9.2% | 301,366 | $7.6M |
| UBS Group AG | 0.00% | Add +9.8% | 296,049 | $7.4M |
| Benjamin Edwards Inc. | 0.08% | Add +9.0% | 284,466 | $7.1M |
| Osaic Holdings, Inc. | 0.01% | Add +38.7% | 276,329 | $6.9M |
| CreativeOne Wealth, LLC | 0.17% | Add +7.0% | 276,017 | $6.9M |
| Kelly Financial Services LLC | 1.76% | Add +22.3% | 270,419 | $6.8M |
| SIMA Wealth Partners, LLC | 5.16% | Reduce -4.8% | 268,560 | $6.7M |
| AlphaQuest LLC | 0.42% | Add +10.2% | 258,354 | $6.5M |
| Harvest Portfolios Group Inc. | 0.12% | Reduce -1.0% | 255,020 | $6.4M |
| Cwm, LLC | 0.02% | Reduce -27.4% | 252,769 | $6.4M |
| Mariner, LLC | 0.01% | Add +3.9% | 245,478 | $6.2M |
| Focus Partners Wealth | 0.01% | Add +20.0% | 242,649 | $6.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.4% | 237,598 | $6.0M |
| Stableford Capital II LLC | 2.03% | Add +0.5% | 223,940 | $5.6M |
| Independent Solutions Wealth Management, LLC | 0.99% | Reduce -1.1% | 221,416 | $5.6M |
| Inspire Advisors, LLC | 0.51% | Add +14.6% | 213,789 | $5.4M |
| BLVD Private Wealth, LLC | 4.59% | Add +12.7% | 212,723 | $5.3M |
| Christensen, King & Associates Investment Services, Inc. | 2.29% | Reduce -0.1% | 212,119 | $5.3M |
| WT Wealth Management | 1.53% | Reduce -18.6% | 211,368 | $5.3M |
| W.H. Cornerstone Investments Inc. | 3.23% | Add +4.5% | 210,577 | $5.3M |
| Code Waechter LLC | 3.41% | Reduce -2.6% | 207,071 | $5.2M |
| Myecfo, LLC | 2.32% | Add +5.4% | 203,248 | $5.1M |
| Libra Wealth LLC | 1.53% | Reduce -0.1% | 202,243 | $5.1M |
| Heritage Wealth Management, Inc. | 3.44% | Reduce -3.3% | 200,229 | $5.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +6.9% | 198,078 | $5.0M |
| Maridea Wealth Management LLC | 0.76% | New | 192,460 | $4.9M |
| Foundations Investment Advisors, LLC | 0.07% | Add +10.0% | 191,998 | $4.8M |
| North Forty Two & Co. | 4.41% | Reduce -4.0% | 179,466 | $4.5M |
| Modus Advisors, LLC | 1.21% | Add +2.8% | 177,227 | $4.5M |
| Hilltop Partners LLC | 1.32% | Add +0.1% | 175,981 | $4.4M |
| HighTower Advisors, LLC | 0.00% | Add +13.5% | 166,488 | $4.2M |
| Cloud Capital Management, LLC | 2.19% | Reduce -6.7% | 165,617 | $4.2M |
| L.K. Benson & Company, P.C. | 2.14% | Add +27.2% | 158,267 | $4.0M |
| Flow Traders U.S. LLC | 0.16% | New | 156,904 | $3.9M |
| Renaissance Technologies | 0.01% | Add +320.5% | 153,900 | $3.9M |
| SYM FINANCIAL Corp | 0.41% | Reduce -6.7% | 152,692 | $3.8M |
| Upper Left Wealth Management, LLC | 2.40% | Add +2.8% | 151,900 | $3.8M |
| Diversify Advisory Services, LLC | 0.12% | New | 145,968 | $3.7M |
| Assetmark, Inc. | 0.01% | Reduce -91.0% | 144,660 | $3.6M |
| Cobblestone Capital Advisors LLC | 0.17% | Add +0.9% | 144,533 | $3.6M |
| SCS Capital Management LLC | 0.04% | Reduce -1.5% | 135,566 | $3.4M |
| Ausdal Financial Partners, Inc. | 0.16% | Add +12.2% | 134,001 | $3.4M |
| Savvy Advisors, Inc. | 0.15% | Add +103.8% | 133,965 | $3.4M |
| Columbus Macro, LLC | 0.38% | Reduce -21.3% | 133,015 | $3.3M |
| Signet Financial Management, LLC | 0.39% | Add +36.4% | 132,468 | $3.3M |
| Addison Advisors LLC | 0.77% | Add +0.6% | 132,134 | $3.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.7% | 129,361 | $3.3M |
| Greenline Partners, LLC | 0.38% | Reduce -18.9% | 123,760 | $3.1M |
| Financial & Tax Architects, LLC | 0.68% | Add +8.7% | 121,792 | $3.1M |
| Fermata Advisors, LLC | 0.75% | Add +52.3% | 118,472 | $3.0M |
| Hendershot Investments Inc. | 0.37% | Add +4.5% | 116,564 | $2.9M |
| Dynamic Advisor Solutions LLC | 0.08% | Reduce -34.2% | 114,564 | $2.9M |
| Csenge Advisory Group | 0.14% | Add +27.5% | 114,406 | $2.9M |
| Meritage Portfolio Management | 0.19% | Add +12.2% | 114,367 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +0.9% | 114,316 | $2.9M |
| Compound Planning, Inc. | 0.09% | Add +14.1% | 111,185 | $2.8M |
| Kathleen S. Wright Associates Inc. | 1.03% | Add +11.0% | 110,723 | $2.8M |
| Blair William & Co. | 0.01% | Add +19.1% | 110,642 | $2.8M |
| Salem Investment Counselors Inc. | 0.08% | Reduce -0.0% | 110,225 | $2.8M |
| Citadel Advisors | 0.00% | Add +25.3% | 109,991 | $2.8M |
| Vise Technologies, Inc. | 0.10% | Reduce -4.2% | 109,326 | $2.7M |
| Creative Financial Designs Inc. | 0.18% | Add +16.8% | 108,310 | $2.7M |
| Comerica Bank | 0.01% | Reduce -19.2% | 107,975 | $2.7M |
| Pflug Koory, LLC | 1.27% | Add +2.7% | 106,933 | $2.7M |
| Empirical Asset Management, LLC | 0.73% | New | 104,229 | $2.6M |
| Spire Wealth Management | 0.09% | Reduce -2.3% | 104,055 | $2.6M |
| Adams Wealth Management | 0.56% | Reduce -14.2% | 103,221 | $2.6M |
| CacheTech Inc. | 0.52% | Reduce -14.2% | 103,221 | $2.6M |
| Savant Capital, LLC | 0.02% | New | 101,009 | $2.5M |
| Jacobson & Schmitt Advisors, LLC | 0.42% | Add +1.1% | 96,532 | $2.4M |
| Kingsview Wealth Management, LLC | 0.04% | Add +2.4% | 95,720 | $2.4M |
| Inman Jager Wealth Management, LLC | 1.51% | Add +8.9% | 94,208 | $2.4M |
| Focus Financial Network, Inc. | 0.08% | Add +2.8% | 92,869 | $2.3M |
| Mendota Financial Group, LLC | 1.73% | Add +11.0% | 92,106 | $2.3M |
| Passive Capital Management, LLC. | 0.75% | Reduce -28.8% | 91,681 | $2.3M |
| GenWealth Group, Inc. | 0.43% | Add +2.8% | 91,125 | $2.3M |
| Principal Securities, Inc. | 0.04% | Add +6.7% | 87,807 | $2.2M |
| Alternative Investment Advisors, LLC. | 1.00% | Reduce -14.0% | 87,189 | $2.2M |
| Kelly Financial Group LLC | 0.58% | Add +3.8% | 86,550 | $2.2M |
| Financial Consulate, Inc. | 0.31% | Reduce -1.7% | 86,422 | $2.2M |
| Barden Capital Management, Inc. | 1.77% | Reduce -3.8% | 84,566 | $2.1M |
| WealthCare Investment Partners, LLC | 0.68% | Add +27.3% | 83,983 | $2.1M |
| Perigon Wealth Management, LLC | 0.04% | Add +5.7% | 83,658 | $2.1M |
| Enstar Group LTD | 0.78% | No change | 83,500 | $2.1M |
| Park Avenue Securities LLC | 0.02% | Add +114.8% | 82,085 | $2.1M |
| Kaizen Financial Strategies | 0.93% | Add +15.9% | 81,945 | $2.1M |
| Hutchinson Capital Management | 0.35% | Add +18.1% | 79,949 | $2.0M |
| National Bank of Canada | 0.00% | Add +1.7% | 79,886 | $2.0M |
| Spectrum Asset Management, Inc. (NB/CA) | 0.70% | Add +158.0% | 79,439 | $2.0M |
| MilWealth Group LLC | 0.47% | No change | 77,302 | $1.9M |
| Charles Schwab Trust Co | 0.13% | Add +5.0% | 76,993 | $1.9M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.3% | 74,495 | $1.9M |
| Natixis Advisors, LLC | 0.00% | Add +41.6% | 73,219 | $1.8M |
| Tortoise Investment Management, LLC | 0.16% | Reduce -20.6% | 72,580 | $1.8M |
| Lanark Financial, Inc. | 0.14% | Add +13.6% | 71,110 | $1.8M |
| Mendel Capital Management LLC | 0.93% | Add +7.7% | 70,182 | $1.8M |
| AE Wealth Management LLC | 0.01% | Add +340.6% | 70,030 | $1.8M |
| Waverly Advisors, LLC | 0.02% | Add +2.4% | 67,911 | $1.7M |
| Betterment LLC | 0.00% | Add +5.5% | 67,774 | $1.7M |
| North Ridge Wealth Advisors, Inc. | 0.94% | Reduce -3.1% | 65,129 | $1.6M |
| Successful Portfolios LLC | 0.94% | Add +5.2% | 64,358 | $1.6M |
| Sonoma Private Wealth LLC | 1.91% | Reduce -3.0% | 63,644 | $1.6M |
| Prevail Innovative Wealth Advisors, LLC | 0.30% | Reduce -6.5% | 62,359 | $1.6M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -24.2% | 60,389 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | New | 60,300 | $1.5M |
| Brookstone Capital Management | 0.02% | Reduce -4.2% | 59,878 | $1.5M |
| Northwest Capital Management Inc | 1.54% | Reduce -63.0% | 58,170 | $1.5M |
| Flputnam Investment Management Co. | 0.02% | Reduce -39.9% | 57,713 | $1.5M |
| WBH Advisory Inc. | 0.11% | Add +511.7% | 57,384 | $1.4M |
| MFG Wealth Management, Inc. | 1.07% | New | 56,650 | $1.4M |
| Willis Johnson & Associates, Inc. | 0.09% | Reduce -6.0% | 55,479 | $1.4M |
| Keystone Global Partners, LLC | 0.69% | Reduce -18.5% | 53,753 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +27.0% | 51,925 | $1.3M |
| Eagle Strategies LLC | 0.17% | Add +14.3% | 51,057 | $1.3M |
| Beverly Hills Private Wealth, LLC | 0.23% | Reduce -16.5% | 50,323 | $1.3M |
| IHT Wealth Management, LLC | 0.03% | Reduce -28.0% | 50,051 | $1.3M |
| JFG Wealth Management, LLC | 0.24% | Reduce -0.7% | 48,928 | $1.2M |
| TD Private Client Wealth LLC | 0.03% | Add +2.9% | 48,692 | $1.2M |
| Asset Management Group, Inc. | 0.20% | Add +0.9% | 48,489 | $1.2M |
| Diligent Investors, LLC | 0.31% | Reduce -9.6% | 48,089 | $1.2M |
| Belpointe Asset Management LLC | 0.05% | Add +162.4% | 48,033 | $1.2M |
| Leavell Investment Management, Inc. | 0.05% | Reduce -2.0% | 47,867 | $1.2M |
| 1620 Investment Advisors, Inc. | 0.81% | Add +0.7% | 47,475 | $1.2M |
| Ethos Financial Group, LLC | 0.09% | Add +165.2% | 47,308 | $1.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | New | 47,051 | $1.2M |
| Horizon Financial Services, LLC | 0.56% | Add +10.6% | 47,021 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +26.8% | 46,478 | $1.2M |
| Studio Investment Management LLC | 0.22% | Add +3.4% | 46,407 | $1.2M |
| WorthPointe, LLC | 0.44% | New | 46,212 | $1.2M |
| CoreCap Advisors, LLC | 0.04% | Reduce -31.2% | 46,186 | $1.2M |
| Venture Visionary Partners LLC | 0.04% | Add +0.9% | 45,897 | $1.2M |
| Waycross Investment Management Co | 1.17% | No change | 45,646 | $1.1M |
| Essential Partners LLC | 0.38% | Reduce -21.8% | 45,606 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +31.5% | 45,294 | $1.1M |
| Fifth Third Securities, Inc. | 0.08% | Add +11.8% | 44,816 | $1.1M |
| True Link Financial Advisors, LLC | 0.07% | Add +10.8% | 44,661 | $1.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.08% | Reduce -0.6% | 44,655 | $1.1M |
| Koshinski Asset Management, Inc. | 0.08% | Add +2.9% | 44,410 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.04% | Add +156.5% | 42,680 | $1.1M |
| Sellwood Investment Partners LLC | 0.42% | Add +3.1% | 41,885 | $1.1M |
| Integrity Wealth Advisors, Inc. | 0.37% | Add +0.4% | 41,473 | $1.0M |
| Simplicity Wealth,LLC | 0.06% | New | 41,457 | $1.0M |
| Comprehensive Wealth Management, LLC | 0.72% | Add +56.2% | 40,656 | $1.0M |
| IFP Advisors, Inc | 0.03% | Add +53.1% | 40,473 | $1.0M |
| Manhattan West Asset Management, LLC | 0.21% | No change | 39,595 | $995K |
| Wealthspire Retirement, LLC | 0.06% | Reduce -1.6% | 39,339 | $989K |
| Avior Wealth Management, LLC | 0.03% | Add +0.6% | 37,616 | $945K |
| SeaCrest Wealth Management, LLC | 0.10% | Reduce -15.5% | 37,230 | $934K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +23.8% | 37,043 | $931K |
| Commerce Bank | 0.01% | Add +4.7% | 36,162 | $909K |
| Brucke Financial, Inc. | 0.51% | Reduce -0.4% | 34,543 | $870K |
| Atria Investments, Inc | 0.01% | Reduce -24.1% | 33,992 | $854K |
| Advyzon Investment Management, LLC | 0.15% | Reduce -1.6% | 33,951 | $853K |
| OneAscent Financial Services LLC | 0.06% | Reduce -0.6% | 33,707 | $847K |
| NewEdge Advisors, LLC | 0.00% | Add +35.4% | 33,682 | $846K |
| South Plains Financial, Inc. | 0.53% | Add +0.5% | 33,644 | $845K |
| StoneX Group Inc. | 0.04% | Add +14.2% | 33,461 | $841K |
| Integrated Wealth Concepts LLC | 0.01% | Add +3.9% | 32,401 | $814K |
| Trust Point Inc. | 0.07% | Add +36.9% | 32,362 | $813K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +43.2% | 32,096 | $807K |
| Madden Advisory Services, Inc. | 0.34% | New | 31,964 | $803K |
| Merit Financial Group, LLC | 0.01% | Reduce -25.7% | 31,727 | $797K |
| Corient Private Wealth LP | 0.00% | Add +4.0% | 31,634 | $795K |
| Wealthgarden F.S. LLC | 0.57% | Add +2.5% | 31,348 | $793K |
| GWN Securities Inc. | 0.18% | Reduce -64.0% | 30,443 | $765K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +10.3% | 29,025 | $729K |
| Bell Investment Advisors, Inc | 0.12% | Add +1.0% | 28,807 | $724K |
| Two Sigma Securities, LLC | 0.11% | Reduce -12.1% | 28,560 | $718K |
| Vermillion Wealth Management, Inc. | 0.20% | Reduce -10.0% | 28,367 | $713K |
| Evermay Wealth Management LLC | 0.08% | No change | 28,217 | $709K |
| Independent Advisor Alliance | 0.02% | Reduce -3.9% | 28,092 | $706K |
| Phil A. Younker & Associates, Ltd. | 0.53% | Reduce -21.1% | 27,789 | $698K |
| Johnson Financial Group, LLC | 0.06% | Add +37.0% | 26,316 | $661K |
| Hapanowicz & Associates Financial Services, Inc | 0.30% | New | 26,142 | $657K |
| Parkside Financial Bank & Trust | 0.05% | Reduce -2.1% | 25,415 | $639K |
| Fagan Associates, Inc. | 0.08% | Reduce -1.4% | 24,057 | $605K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +21.1% | 23,860 | $600K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +87.2% | 23,285 | $585K |
| MBE Wealth Management, LLC | 0.25% | Reduce -2.3% | 23,043 | $579K |
| Quartz Partners, LLC | 0.21% | Add +5.3% | 22,890 | $575K |
| Susquehanna International Group, LLP | 0.00% | Reduce -18.9% | 22,877 | $575K |
| Sanctuary Advisors, LLC | 0.00% | Add +13.7% | 22,671 | $570K |
| Hexagon Capital Partners LLC | 0.11% | Add +3.2% | 22,654 | $569K |
| HRT Financial LP | 0.00% | New | 22,244 | $558K |
| Sigma Planning Corp | 0.02% | Reduce -8.0% | 22,204 | $558K |
| Empower Advisory Group, LLC | 0.00% | Add +1.1% | 21,943 | $551K |
| New Hampshire Trust | 0.11% | Add +41.2% | 21,833 | $549K |
| Rockbridge Investment Management, LCC | 0.05% | Add +0.2% | 21,338 | $536K |
| Noble Family Wealth, LLC | 0.12% | No change | 21,196 | $533K |
| Meridian Management Co. | 0.14% | Reduce -28.5% | 20,980 | $527K |
| Hardin Capital Partners, LLC | 0.28% | Reduce -3.6% | 20,656 | $519K |
| Twele Capital Management, Inc. | 0.09% | Add +4.7% | 20,472 | $514K |
| WNY Asset Management, LLC | 0.05% | Add +0.1% | 20,176 | $507K |
| eCIO, Inc. | 0.19% | Add +4.4% | 19,985 | $502K |
| Kings Path Partners LLC | 0.18% | Reduce -0.3% | 19,930 | $501K |
| Family Investment Center, Inc. | 0.10% | Add +1.0% | 19,786 | $497K |
| Bangor Savings Bank | 0.04% | Reduce -2.9% | 19,375 | $487K |
| Mutual Advisors, LLC | 0.01% | Reduce -11.9% | 19,211 | $486K |
| Tran Capital Management, L.P. | 0.06% | No change | 19,325 | $486K |
| Accelerate Investment Advisors LLC | 0.32% | Add +0.5% | 18,790 | $472K |
| Truist Financial Corp. | 0.00% | Add +8.1% | 18,658 | $469K |
| Equita Financial Network, Inc. | 0.16% | Reduce -13.4% | 18,474 | $464K |
| Cornerstone Planning Group LLC | 0.07% | New | 19,324 | $460K |
| Larson Financial Group LLC | 0.02% | Reduce -22.9% | 18,064 | $454K |
| Pacific Capital Wealth Advisors, Inc. | 0.08% | New | 17,969 | $452K |
| Mgo One Seven LLC | 0.01% | Reduce -7.3% | 17,274 | $434K |
| RKL Wealth Management LLC | 0.04% | Reduce -23.3% | 17,230 | $433K |
| PFG Advisors | 0.02% | New | 17,084 | $429K |
| Integrated Advisors Network LLC | 0.02% | Add +2.4% | 16,953 | $426K |
| Portland Financial Advisors Inc | 0.90% | Reduce -0.8% | 16,794 | $422K |
| Capital Analysts, LLC | 0.01% | Add +29.1% | 16,636 | $418K |
| Compass Capital Management, Inc. | 0.02% | New | 16,043 | $403K |
| XY Planning Network, Inc. | 0.14% | No change | 15,867 | $397K |
| Rinkey Investments | 0.10% | New | 15,508 | $390K |
| FC Advisory LLC | 0.11% | Add +0.7% | 15,089 | $379K |
| Unique Wealth Strategies, LLC | 0.15% | Reduce -26.1% | 15,023 | $378K |
| Chapin Davis, Inc. | 0.09% | New | 14,973 | $376K |
| Note Advisors, LLC | 0.22% | Add +3.1% | 14,968 | $376K |
| Moors & Cabot, Inc. | 0.02% | Reduce -22.9% | 14,917 | $375K |
| Sonora Investment Management Group, LLC | 0.03% | Reduce -3.0% | 14,351 | $361K |
| Lederer & Associates Investment Counsel | 0.23% | Reduce -23.2% | 14,152 | $356K |
| RFG Advisory, LLC | 0.01% | Add +5.1% | 13,872 | $349K |
| Coston, McIsaac & Partners | 0.08% | Add +1.0% | 13,415 | $337K |
| Meridian Wealth Partners, LLC | 0.05% | Add +1.0% | 13,329 | $335K |
| Roundview Capital LLC | 0.02% | Add +12.8% | 12,923 | $325K |
| Laird Norton Wetherby Trust Company, LLC | 0.06% | New | 12,756 | $321K |
| Asset Allocation Strategies LLC | 0.06% | Add +16.7% | 12,750 | $320K |
| Strategic Blueprint, LLC | 0.01% | Add +40.4% | 12,672 | $318K |
| First County Bank | 0.16% | Add +4.9% | 12,661 | $318K |
| L2 Asset Management, LLC | 0.05% | Reduce -6.5% | 12,542 | $315K |
| Coastal Bridge Advisors, LLC | 0.02% | Add +13.7% | 12,289 | $309K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +1.4% | 11,846 | $298K |
| Seneschal Advisors, LLC | 0.21% | Reduce -51.3% | 11,666 | $293K |
| Worth Asset Management, LLC | 0.13% | Reduce -31.3% | 11,214 | $282K |
| Evanson Asset Management, LLC | 0.02% | Add +1.0% | 11,203 | $282K |
| Patten & Patten Inc. | 0.02% | No change | 11,133 | $280K |
| Hollencrest Capital Management | 0.01% | Reduce -12.7% | 10,983 | $276K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1482.5% | 10,967 | $276K |
| FMR LLC | 0.00% | Reduce -34.8% | 10,916 | $274K |
| Modern Wealth Management, LLC | 0.01% | Reduce -2.0% | 10,669 | $268K |
| Valpey Financial Services, LLC | 0.17% | New | 10,284 | $258K |
| OneDigital Investment Advisors LLC | 0.00% | Add +2.0% | 10,154 | $255K |
| M. Kulyk & Associates, LLC | 0.05% | Reduce -14.9% | 10,151 | $255K |
| West Paces Advisors Inc. | 0.05% | No change | 10,135 | $255K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -25.3% | 10,078 | $253K |
| Chancellor Financial Group WB LP | 0.18% | Add +0.0% | 10,071 | $253K |
| Certified Advisory Corp | 0.02% | No change | 10,011 | $252K |
| Orleans Capital Management Corp. | 0.16% | No change | 10,000 | $251K |
| Mach-1 Financial Group, LLC | 0.04% | New | 9,924 | $249K |
| Integrity Advisory Solutions, LLC | 0.04% | — | 9,924 | $249K |
| Advisor OS, LLC | 0.02% | Add +7.3% | 9,839 | $247K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 9,775 | $246K |
| Bragg Financial Advisors, Inc | 0.01% | New | 9,621 | $242K |
| NorthCoast Asset Management LLC | 0.00% | No change | 9,590 | $241K |
| Bulwark Capital Corp | 0.19% | Reduce -6.6% | 9,546 | $240K |
| Seek First Inc. | 0.17% | Add +1.0% | 9,509 | $239K |
| Rockefeller Capital Management L.P. | 0.00% | New | 9,488 | $238K |
| FSB Premier Wealth Management, Inc. | 0.08% | Add +7.3% | 9,445 | $237K |
| Chicago Partners Investment Group LLC | 0.01% | New | 9,376 | $237K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -0.8% | 9,420 | $237K |
| Krilogy Financial LLC | 0.01% | New | 9,399 | $235K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -15.4% | 9,265 | $233K |
| Citigroup Inc. | 0.00% | Reduce -45.6% | 9,139 | $230K |
| HBK Sorce Advisory LLC | 0.01% | New | 9,034 | $228K |
| BCS Wealth Management | 0.05% | Add +8.0% | 8,998 | $226K |
| John W. Brooker & Co., CPAs | 0.46% | New | 8,970 | $225K |
| &partners | 0.00% | New | 8,962 | $225K |
| Trivium Point Advisory, LLC | 0.02% | Add +2.0% | 8,826 | $222K |
| Lifeworks Advisors, LLC | 0.03% | Reduce -0.1% | 8,676 | $218K |
| Van Strum & Towne Inc. | 0.06% | No change | 8,650 | $217K |
| Howe & Rusling Inc. | 0.01% | Reduce -34.1% | 8,464 | $213K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +4.2% | 8,459 | $213K |
| CFS Investment Advisory Services, LLC | 0.02% | No change | 8,312 | $210K |
| Acropolis Investment Management, LLC | 0.01% | No change | 8,344 | $209K |
| United Capital Financial Advisors, LLC | 0.00% | New | 8,295 | $208K |
| GenTrust, LLC | 0.01% | No change | 8,150 | $205K |
| Grove Street Fiduciary, LLC | 0.10% | No change | 8,085 | $203K |
| Farrow Financial, Inc. | 0.12% | New | 8,015 | $201K |
| NorthRock Partners, LLC | 0.00% | New | 7,983 | $201K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +113785.7% | 7,972 | $200K |
| Chapman Financial Group, LLC | 0.14% | Reduce -6.1% | 7,889 | $198K |
| Milestone Investment Advisors LLC | 0.05% | Reduce -11.7% | 7,869 | $198K |
| US Bancorp \de | 0.00% | Add +7.9% | 7,786 | $196K |
| Global Retirement Partners, LLC | 0.00% | Reduce -34.1% | 7,085 | $178K |
| Private Wealth Management Group, LLC | 0.05% | No change | 6,710 | $169K |
| Aptus Capital Advisors, LLC | 0.00% | Add +127.8% | 6,343 | $159K |
| Caitlin John, LLC | 0.11% | New | 6,224 | $156K |
| Advisors Asset Management, Inc. | 0.00% | New | 6,107 | $153K |
| ORG Partners LLC | 0.03% | No change | 6,090 | $153K |
| MAI Capital Management | 0.00% | Add +8.8% | 6,078 | $153K |
| Smartleaf Asset Management LLC | 0.01% | Add +19.3% | 5,704 | $143K |
| AlphaCore Capital LLC | 0.00% | Add +911.3% | 5,471 | $137K |
| Ashton Thomas Securities, LLC | 0.02% | Reduce -32.8% | 5,166 | $130K |
| WFA of San Diego, LLC | 0.08% | No change | 4,730 | $119K |
| Painted Porch Advisors LLC | 0.04% | No change | 4,306 | $108K |
| Breakwater Investment Management | 0.04% | No change | 4,296 | $108K |
| Transamerica Financial Advisors, LLC | 0.01% | New | 4,176 | $105K |
| Archer Investment Corp | 0.02% | Reduce -6.7% | 4,070 | $102K |
| Rossby Financial, LCC | 0.03% | Reduce -2.3% | 3,352 | $84K |
| PNC Financial Services Group, Inc. | 0.00% | Add +51.3% | 3,305 | $83K |
| Advisory Services Network, LLC | 0.00% | New | 3,144 | $79K |
| NBT Bank, N.A. | 0.01% | Reduce -99.1% | 25 | $79K |
| Strategic Advocates LLC | 0.02% | New | 3,131 | $79K |
| Harbour Investments, Inc. | 0.00% | Add +18.1% | 3,090 | $78K |
| PFS Partners, LLC | 0.04% | New | 2,953 | $74K |
| Crews Bank & Trust | 0.01% | New | 2,719 | $68K |
| Pin Oak Investment Advisors Inc. | 0.05% | No change | 2,513 | $63K |
| AdvisorNet Financial, Inc | 0.00% | Add +13.5% | 2,451 | $62K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -43.2% | 2,106 | $53K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -3.4% | 1,888 | $47K |
| Valley National Advisers Inc. | 0.01% | Add +7.3% | 1,814 | $45K |
| KERR FINANCIAL PLANNING Corp | 0.06% | — | 1,645 | $41K |
| United Community Bank | 0.01% | New | 1,600 | $40K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -65.6% | 1,544 | $39K |
| Hoey Investments, Inc. | 0.01% | No change | 1,463 | $37K |
| Roble, Belko & Company, Inc | 0.00% | No change | 1,444 | $36K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 1,373 | $35K |
| GeoWealth Management, LLC | 0.00% | Add +335.9% | 1,347 | $34K |
| Robinswood Financial LLC | 0.01% | Reduce -5.8% | 1,314 | $33K |
| Blue Trust, Inc. | 0.00% | No change | 1,246 | $31K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,211 | $30K |
| Wealth Watch Advisors, INC | 0.01% | New | 1,120 | $28K |
| Asset Dedication, LLC | 0.00% | New | 1,048 | $26K |
| Kennebec Savings Bank | 0.02% | Add +0.7% | 1,034 | $26K |
| MCF Advisors LLC | 0.00% | Add +16.3% | 1,016 | $26K |
| Aventura Private Wealth, LLC | 0.01% | No change | 998 | $25K |
| Rise Advisors, LLC | 0.01% | Reduce -3.0% | 855 | $21K |
| Kiker Wealth Management, LLC | 0.01% | New | 811 | $20K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 700 | $18K |
| Towne Trust Company, N.A | 0.01% | No change | 700 | $18K |
| Crowley Wealth Management, Inc. | 0.01% | New | 631 | $16K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 590 | $15K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 545 | $14K |
| Fifth Third Bancorp | 0.00% | No change | 542 | $14K |
| Montag A & Associates Inc. | 0.00% | Add +1.1% | 532 | $13K |
| Ameritas Advisory Services, LLC | 0.00% | Add +323.7% | 500 | $13K |
| Anfield Capital Management, LLC | 0.00% | No change | 490 | $12K |
| Mather Group, Llc. | 0.00% | New | 470 | $12K |
| Aspect Partners, LLC | 0.01% | No change | 451 | $11K |
| Binnacle Investments Inc | 0.01% | No change | 429 | $11K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 426 | $11K |
| Medallion Wealth Advisors, LLC | 0.00% | Reduce -40.8% | 325 | $8K |
| Murphy & Mullick Capital Management Corp | 0.01% | Reduce -31.2% | 322 | $8K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 322 | $8K |
| Front Row Advisors LLC | 0.00% | No change | 300 | $8K |
| Main Street Group, LTD | 0.00% | No change | 242 | $6K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 242 | $6K |
| Friedenthal Financial | 0.00% | No change | 236 | $6K |
| Qube Research & Technologies Ltd | 0.00% | No change | 202 | $5K |
| Investors Research Corp | 0.00% | No change | 198 | $5K |
| Abich Financial Wealth Management LLC | 0.00% | — | 186 | $5K |
| IMA Advisory Services, Inc. | 0.00% | No change | 184 | $5K |
| Pacifica Partners Inc. | 0.00% | No change | 180 | $5K |
| Wolff Wiese Magana LLC | 0.00% | Add +227.4% | 167 | $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% | No change | 150 | $4K |
| Kelleher Financial Advisors | 0.00% | New | 148 | $4K |
| Wiser Advisor Group LLC | 0.00% | New | 142 | $4K |
| Millstone Evans Group, LLC | 0.00% | No change | 136 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 116 | $3K |
| Financial Management Professionals, Inc. | 0.00% | No change | 110 | $3K |
| Wealthspire Advisors, LLC | 0.00% | New | 107 | $3K |
| Virtus Advisers, LLC | 0.00% | Reduce -85.2% | 87 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 86 | $2K |
| Rice Partnership, LLC | 0.00% | New | 80 | $2K |
| Promus Capital, LLC | 0.00% | No change | 80 | $2K |
| Hantz Financial Services, Inc. | 0.00% | New | 76 | $2K |
| Highline Wealth Partners LLC | 0.00% | No change | 76 | $2K |
| Signaturefd, LLC | 0.00% | New | 76 | $2K |
| Root Financial Partners, LLC | 0.00% | New | 75 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -47.2% | 67 | $2K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 58 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 50 | $1K |
| Kilter Group LLC | 0.00% | Add +9.3% | 47 | $1K |
| Ballast Advisors LLC | 0.00% | No change | 46 | $1K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 31 | $779 |
| Tucker Asset Management LLC | 0.00% | No change | 30 | $754 |
| Compass Financial Services Inc | 0.00% | New | 25 | $628 |
| FAS Wealth Partners, Inc. | 0.00% | No change | 20 | $508 |
| Solstein Capital, LLC | 0.00% | No change | 18 | $452 |
| St. Johns Investment Management Company, LLC | 0.00% | New | 10 | $251 |
| Wagner Wealth Management, LLC | 0.00% | No change | 6 | $156 |
| Morling Financial Advisors, LLC | 0.00% | New | 1 | $15 |
| 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.