Schwab Intermediate-Term USSCHRETF
13F holders, Q4 2025 (December 31)486holders +13
45new positions
46sold out
2famous investors
$25.08avg. 13F price*
At the end of Q4 2025, 486 institutions reported holding Schwab Intermediate-Term US (SCHR) in their 13F filings, up 13 from Q3 2025. 45 opened new positions and 46 sold out. The largest holders were Charles Schwab Investment Management Inc. ($6.0B), Royal Bank of Canada ($428.4M) and Ameriprise Financial Inc. ($347.3M). 2 famous investors held it, including Jeremy Grantham (0.0% of GMO'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $34.4M |
| Exits | 46 | $55.6M |
All 13F filers, Q3 2025 → Q4 2025: 26,017,655 shares bought and 9,689,400 shares sold, net +16,328,255 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 486 holders
| Charles Schwab Investment Management Inc. | 0.93% | Add +4.4% | 238,259,660 | $6.0B |
| Royal Bank of Canada | 0.08% | Reduce -12.7% | 17,081,168 | $428.4M |
| Ameriprise Financial Inc. | 0.08% | Add +1.2% | 13,848,002 | $347.3M |
| Stifel Financial Corp. | 0.16% | Reduce -15.8% | 7,250,566 | $181.8M |
| JPMorgan Chase & Co. | 0.01% | Add +6.2% | 5,200,552 | $130.4M |
| Bank of America Corp. | 0.01% | Add +24.5% | 5,172,220 | $129.7M |
| Exchange Traded Concepts, LLC | 0.84% | Add +46.6% | 4,029,634 | $101.1M |
| Cornerstone Wealth Advisors, Inc. | 21.95% | Add +2.9% | 3,762,996 | $94.4M |
| Moisand Fitzgerald Tamayo, LLC | 10.36% | Add +5.9% | 3,656,158 | $91.7M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -6.0% | 3,418,635 | $85.7M |
| Pacific Sage Partners, LLC | 12.63% | Add +8.6% | 3,173,904 | $79.6M |
| State Street Corp. | 0.00% | No change | 2,900,000 | $72.7M |
| Resonant Capital Advisors, LLC | 3.95% | Add +8.3% | 2,867,615 | $71.9M |
| Crane Advisory, LLC | 10.55% | Add +54.0% | 2,783,217 | $69.8M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +15.5% | 2,680,531 | $67.3M |
| Cerity Partners LLC | 0.09% | Reduce -14.5% | 2,470,418 | $62.0M |
| Avidian Wealth Enterprises, LLC | 1.99% | Add +6.0% | 2,174,011 | $54.5M |
| AlphaQuest LLC | 2.70% | Add +643.7% | 1,921,346 | $48.2M |
| LPL Financial LLC | 0.01% | Add +21.6% | 1,899,665 | $47.6M |
| Clearstead Advisors, LLC | 0.56% | Add +3.2% | 1,769,599 | $44.4M |
| Intelligence Driven Advisers, LLC | 6.34% | Reduce -6.7% | 1,768,966 | $44.4M |
| Morgan Stanley | 0.00% | Add +30.1% | 1,747,388 | $43.8M |
| Advisory Alpha, LLC | 1.09% | Add +6.6% | 1,590,182 | $39.9M |
| FLC Capital Advisors | 7.15% | Add +5.6% | 1,545,245 | $38.8M |
| Bouchey Financial Group, Ltd. | 2.66% | Add +10.8% | 1,416,984 | $35.5M |
| Baird Financial Group, Inc. | 0.05% | Add +7.5% | 1,355,420 | $34.0M |
| Beacon Wealthcare LLC | 11.59% | Add +5.9% | 1,345,645 | $33.7M |
| DAVENPORT & Co LLC | 0.18% | Add +15.5% | 1,343,014 | $33.7M |
| Hapanowicz & Associates Financial Services, Inc | 13.13% | Add +5011.0% | 1,336,122 | $33.5M |
| First National Trust Co | 1.02% | Add +6.8% | 1,221,356 | $30.6M |
| High Probability Advisors, LLC | 4.01% | Add +0.6% | 1,198,687 | $30.1M |
| Wells Fargo & Company | 0.01% | Add +18.6% | 1,151,871 | $28.9M |
| WestHill Financial Advisors, Inc. | 5.43% | Reduce -0.0% | 1,138,809 | $28.6M |
| Madison Asset Management, LLC | 0.33% | Reduce -0.6% | 1,132,088 | $28.4M |
| Stokes Family Office, LLC | 2.57% | Add +0.7% | 1,122,390 | $28.1M |
| Foster & Motley Inc. | 1.50% | Reduce -4.4% | 1,122,315 | $28.1M |
| Creative Planning | 0.02% | Reduce -3.9% | 1,074,779 | $27.0M |
| Galvin, Gaustad & Stein, LLC | 2.11% | Add +0.4% | 1,064,666 | $26.7M |
| Midwest Trust Co | 0.30% | Add +7.3% | 960,038 | $24.1M |
| Tradition Wealth Management, LLC | 1.71% | Add +5.3% | 951,629 | $23.9M |
| Allworth Financial LP | 0.10% | Reduce -4.5% | 934,939 | $23.4M |
| Cetera Investment Advisers | 0.03% | Add +14.1% | 915,996 | $23.0M |
| Your Advocates Ltd., LLP | 7.13% | Add +6.6% | 871,230 | $21.9M |
| HC Advisors, LLC | 14.88% | Add +3.3% | 857,670 | $21.5M |
| Diversify Wealth Management, LLC | 0.97% | Add +12.2% | 831,357 | $20.9M |
| MassMutual Private Wealth & Trust, FSB | 0.47% | Add +0.6% | 722,546 | $18.1M |
| Jones Financial Companies LLLP | 0.01% | Add +14.8% | 717,517 | $18.0M |
| Pure Portfolios Holdings LLC | 5.25% | Add +4.6% | 694,837 | $17.4M |
| Morton Brown Family Wealth, LLC | 4.61% | Add +15.6% | 675,334 | $16.9M |
| One Degree Advisors Inc | 4.48% | Add +100.5% | 650,156 | $16.3M |
| SWS Partners | 3.91% | Add +3.5% | 646,305 | $16.2M |
| Altiora Financial Group, LLC | 2.78% | Add +1.4% | 644,296 | $16.2M |
| Marshall Financial Group, LLC | 3.09% | Add +6.1% | 634,381 | $15.9M |
| Summit Financial, LLC | 0.23% | Add +1.1% | 612,874 | $15.4M |
| Kathmere Capital Management, LLC | 1.01% | Add +14.2% | 599,016 | $15.0M |
| MML Investors Services, LLC | 0.03% | Add +34.6% | 553,187 | $13.9M |
| Exencial Wealth Advisors, LLC | 0.44% | Reduce -1.2% | 553,053 | $13.9M |
| Downshift Financial, LLC | 8.42% | — | 544,824 | $13.7M |
| BlackRock, Inc. | 0.00% | Reduce -20.7% | 528,917 | $13.3M |
| Vident Advisory, LLC | 0.12% | Reduce -6.4% | 504,391 | $12.7M |
| Franklin Resources Inc. | 0.00% | Add +6.3% | 500,038 | $12.5M |
| Bank of Montreal | 0.01% | Add +27.6% | 495,510 | $12.4M |
| Holcombe Financial, Inc. | 7.55% | Add +3.3% | 479,198 | $12.0M |
| McAdam, LLC | 0.53% | Add +13.0% | 462,300 | $11.6M |
| WorthPointe, LLC | 3.03% | Add +894.3% | 459,503 | $11.5M |
| Fiduciary Alliance LLC | 0.73% | Add +4.5% | 446,840 | $11.2M |
| Walker Financial Services, Inc. | 4.03% | Add +25.2% | 443,050 | $11.1M |
| White Pine Investment CO | 2.58% | Add +7.3% | 436,376 | $10.9M |
| Walkner Condon Financial Advisors LLC | 1.51% | Add +1.2% | 433,231 | $10.9M |
| Attessa Capital LLC | 5.83% | Add +6.9% | 425,498 | $10.7M |
| Foundation Wealth Management, LLC\PA | 3.85% | Add +21.9% | 423,222 | $10.6M |
| UBS Group AG | 0.00% | Add +41.1% | 417,692 | $10.5M |
| Oakwell Private Wealth Management, LLC | 1.95% | Add +10.7% | 415,988 | $10.4M |
| Cadia Private Client LLC | 8.16% | — | 410,033 | $10.3M |
| Destiny Wealth Partners, LLC | 1.18% | Add +4.1% | 409,397 | $10.3M |
| Valmark Advisers, Inc. | 0.13% | Add +22.4% | 406,557 | $10.2M |
| Advocate Group LLC | 1.64% | Add +20.5% | 405,405 | $10.2M |
| Archer Investment Management, LLC | 5.46% | Reduce -30.6% | 404,578 | $10.1M |
| Clarity Wealth Development LLC | 8.21% | Add +11.5% | 386,777 | $9.7M |
| Raymond James Financial Inc. | 0.00% | Add +3.4% | 382,811 | $9.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.3% | 379,249 | $9.5M |
| Darrow Company, Inc. | 4.22% | Add +6.4% | 374,105 | $9.4M |
| Act Two Investors LLC | 1.66% | Reduce -0.1% | 368,270 | $9.2M |
| Blake Schutter Theil Wealth Advisors, LLC | 7.28% | Add +17.1% | 352,896 | $8.9M |
| Centric Wealth Management | 1.78% | Add +1.6% | 338,266 | $8.4M |
| Tennessee Valley Asset Management Partners | 1.08% | Add +0.3% | 331,741 | $8.3M |
| Sentinel Pension Advisors, LLC | 1.26% | Reduce -30.3% | 326,375 | $8.2M |
| Payne Capital LLC | 8.29% | Add +1.1% | 324,798 | $8.1M |
| Kelly Financial Services LLC | 2.04% | Add +19.8% | 324,019 | $8.1M |
| Benjamin Edwards Inc. | 0.09% | Add +9.9% | 312,610 | $7.8M |
| Focus Partners Wealth | 0.01% | Add +27.6% | 309,545 | $7.8M |
| Harvest Portfolios Group Inc. | 0.12% | Add +8.6% | 276,867 | $6.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.0% | 273,637 | $6.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +10.1% | 261,637 | $6.6M |
| SIMA Wealth Partners, LLC | 4.93% | Reduce -3.8% | 258,346 | $6.5M |
| Cooke Wealth Management, LLC | 5.53% | — | 252,010 | $6.3M |
| Mariner, LLC | 0.01% | Add +2.7% | 252,143 | $6.3M |
| Dock Street Asset Management Inc. | 0.56% | New | 245,140 | $6.1M |
| Maridea Wealth Management LLC | 0.92% | Add +27.2% | 244,761 | $6.1M |
| Stratos Wealth Advisors, LLC | 0.29% | Reduce -20.3% | 242,866 | $6.1M |
| Cloud Capital Management, LLC | 2.83% | Add +44.2% | 238,791 | $6.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +19.3% | 236,312 | $5.9M |
| BLVD Private Wealth, LLC | 5.14% | Add +10.8% | 235,611 | $5.9M |
| L.K. Benson & Company, P.C. | 2.83% | Add +42.3% | 225,195 | $5.6M |
| Spectrum Asset Management, Inc. (NB/CA) | 1.88% | Add +183.0% | 224,809 | $5.6M |
| Myecfo, LLC | 2.37% | Add +9.4% | 222,365 | $5.6M |
| Independent Solutions Wealth Management, LLC | 1.01% | Reduce -0.8% | 219,597 | $5.5M |
| Foundations Investment Advisors, LLC | 0.07% | Add +12.9% | 216,775 | $5.4M |
| WT Wealth Management | 1.55% | Add +1.9% | 215,408 | $5.4M |
| Christensen, King & Associates Investment Services, Inc. | 2.30% | Add +1.2% | 214,708 | $5.4M |
| Stableford Capital II LLC | 1.91% | Reduce -5.8% | 210,923 | $5.3M |
| Diversify Advisory Services, LLC | 0.17% | Add +44.3% | 210,601 | $5.3M |
| W.H. Cornerstone Investments Inc. | 3.13% | Reduce -1.9% | 206,667 | $5.2M |
| Code Waechter LLC | 3.31% | Reduce -0.8% | 205,411 | $5.2M |
| Heritage Wealth Management, Inc. | 3.32% | Add +2.1% | 204,474 | $5.1M |
| Libra Wealth LLC | 1.42% | Reduce -0.1% | 202,043 | $5.1M |
| Signet Financial Management, LLC | 0.52% | Add +40.1% | 185,640 | $4.7M |
| Modus Advisors, LLC | 1.22% | Add +4.2% | 184,650 | $4.6M |
| Captrust Financial Advisors | 0.01% | Add +303.6% | 182,823 | $4.6M |
| Cwm, LLC | 0.01% | Reduce -28.8% | 179,917 | $4.5M |
| Hilltop Partners LLC | 1.13% | Reduce -0.3% | 175,530 | $4.4M |
| HighTower Advisors, LLC | 0.00% | Add +2.8% | 171,110 | $4.3M |
| BNP Paribas Financial Markets | 0.00% | Add +181.9% | 170,000 | $4.3M |
| North Forty Two & Co. | 4.00% | Reduce -5.8% | 169,122 | $4.2M |
| Savvy Advisors, Inc. | 0.14% | Add +24.6% | 166,952 | $4.2M |
| Upper Left Wealth Management, LLC | 2.55% | Add +9.8% | 166,767 | $4.2M |
| SYM FINANCIAL Corp | 0.40% | Add +0.8% | 153,907 | $3.9M |
| Ausdal Financial Partners, Inc. | 0.18% | Add +13.7% | 152,375 | $3.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +16.5% | 150,744 | $3.8M |
| Assetmark, Inc. | 0.01% | Add +4.1% | 150,529 | $3.8M |
| Inspire Advisors, LLC | 0.35% | Reduce -30.0% | 149,606 | $3.8M |
| Columbus Macro, LLC | 0.40% | Add +8.8% | 144,674 | $3.6M |
| Tower Research Capital LLC (TRC) | 0.09% | Add +211480.6% | 141,759 | $3.6M |
| Farrow Financial, Inc. | 2.03% | Add +1657.2% | 140,842 | $3.5M |
| Financial & Tax Architects, LLC | 0.78% | Add +13.2% | 137,820 | $3.5M |
| Keystone Global Partners, LLC | 1.50% | Add +153.0% | 135,989 | $3.4M |
| JDM Financial Group LLC | 1.32% | New | 135,762 | $3.4M |
| Addison Advisors LLC | 0.74% | Reduce -0.1% | 132,019 | $3.3M |
| Csenge Advisory Group | 0.15% | Add +14.1% | 130,535 | $3.3M |
| SCS Capital Management LLC | 0.03% | Reduce -6.3% | 127,006 | $3.2M |
| Blair William & Co. | 0.01% | Add +11.0% | 122,783 | $3.1M |
| Meritage Portfolio Management | 0.20% | Add +4.9% | 120,015 | $3.0M |
| Vise Technologies, Inc. | 0.06% | Add +6.3% | 116,159 | $2.9M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +1.0% | 115,687 | $2.9M |
| Williams Financial, LLC | 1.64% | New | 113,341 | $2.8M |
| Keyvantage Wealth, LLC | 1.21% | Reduce -76.0% | 113,110 | $2.8M |
| Hendershot Investments Inc. | 0.36% | Reduce -3.3% | 112,683 | $2.8M |
| Inman Jager Wealth Management, LLC | 1.73% | Add +19.5% | 112,584 | $2.8M |
| Pflug Koory, LLC | 1.31% | Add +4.8% | 112,062 | $2.8M |
| Tran Capital Management, L.P. | 0.33% | Add +474.9% | 111,105 | $2.8M |
| Compound Planning, Inc. | 0.08% | Reduce -0.4% | 110,766 | $2.8M |
| Greenline Partners, LLC | 0.31% | Reduce -11.5% | 109,573 | $2.7M |
| Thrivent Financial for Lutherans | 0.01% | New | 108,943 | $2.7M |
| Creative Financial Designs Inc. | 0.17% | Add +0.1% | 108,387 | $2.7M |
| Fermata Advisors, LLC | 0.64% | Reduce -9.8% | 106,899 | $2.7M |
| Salem Investment Counselors Inc. | 0.08% | Reduce -3.4% | 106,455 | $2.7M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -7.3% | 106,017 | $2.7M |
| Park Avenue Securities LLC | 0.02% | Add +28.1% | 105,150 | $2.6M |
| Spire Wealth Management | 0.09% | Add +0.5% | 104,560 | $2.6M |
| Adams Wealth Management | 0.55% | Reduce -0.7% | 102,455 | $2.6M |
| CacheTech Inc. | 0.48% | Reduce -0.7% | 102,455 | $2.6M |
| Mendota Financial Group, LLC | 1.82% | Add +8.2% | 99,642 | $2.5M |
| Savant Capital, LLC | 0.01% | Reduce -2.1% | 98,869 | $2.5M |
| WealthCare Investment Partners, LLC | 0.71% | Add +15.6% | 97,063 | $2.4M |
| Comerica Bank | 0.01% | Reduce -10.6% | 96,482 | $2.4M |
| Barden Capital Management, Inc. | 1.97% | Add +13.3% | 95,798 | $2.4M |
| Principal Securities, Inc. | 0.04% | Add +7.6% | 94,453 | $2.4M |
| Kaizen Financial Strategies | 1.04% | Add +14.2% | 93,542 | $2.3M |
| Passive Capital Management, LLC. | 0.73% | Add +1.3% | 92,914 | $2.3M |
| GenWealth Group, Inc. | 0.40% | Add +1.3% | 92,330 | $2.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +19.1% | 88,729 | $2.2M |
| Focus Financial Network, Inc. | 0.08% | Reduce -5.4% | 87,844 | $2.2M |
| Kelly Financial Group LLC | 0.56% | Add +0.7% | 87,183 | $2.2M |
| Hutchinson Capital Management | 0.37% | Add +8.9% | 87,058 | $2.2M |
| Empirical Asset Management, LLC | 0.61% | Reduce -17.8% | 85,638 | $2.1M |
| Perigon Wealth Management, LLC | 0.04% | Add +0.9% | 84,389 | $2.1M |
| Johnson Financial Group, LLC | 0.13% | Add +218.3% | 83,767 | $2.1M |
| Enstar Group LTD | 0.81% | No change | 83,500 | $2.1M |
| National Bank of Canada | 0.00% | Add +4.0% | 83,077 | $2.1M |
| Lanark Financial, Inc. | 0.16% | Add +15.6% | 82,168 | $2.1M |
| Charles Schwab Trust Co | 0.13% | Add +5.6% | 81,300 | $2.0M |
| Alternative Investment Advisors, LLC. | 0.87% | Reduce -8.3% | 79,957 | $2.0M |
| Hartline Investment Corp./ | 0.22% | New | 79,700 | $2.0M |
| Nova R Wealth, Inc. | 0.73% | New | 79,347 | $2.0M |
| WBH Advisory Inc. | 0.15% | Add +37.4% | 78,829 | $2.0M |
| MilWealth Group LLC | 0.46% | No change | 77,302 | $1.9M |
| Betterment LLC | 0.00% | Add +11.4% | 75,483 | $1.9M |
| Ethos Financial Group, LLC | 0.14% | Add +58.0% | 74,733 | $1.9M |
| GTS Securities LLC | 0.06% | New | 74,725 | $1.9M |
| AE Wealth Management LLC | 0.01% | Add +4.8% | 73,385 | $1.8M |
| Rede Wealth, LLC | 0.63% | New | 72,734 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Reduce -5.0% | 69,557 | $1.7M |
| Successful Portfolios LLC | 0.89% | Add +8.0% | 69,483 | $1.7M |
| North Ridge Wealth Advisors, Inc. | 0.92% | Add +0.8% | 65,654 | $1.6M |
| Beverly Hills Private Wealth, LLC | 0.28% | Add +25.4% | 63,112 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Add +83.8% | 61,921 | $1.6M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -2.8% | 58,718 | $1.5M |
| Waverly Advisors, LLC | 0.01% | Reduce -14.5% | 58,061 | $1.5M |
| MFG Wealth Management, Inc. | 1.11% | Reduce -0.1% | 56,595 | $1.4M |
| IFP Advisors, Inc | 0.03% | Add +38.2% | 55,937 | $1.4M |
| Willis Johnson & Associates, Inc. | 0.09% | Add +0.4% | 55,719 | $1.4M |
| Sonoma Private Wealth LLC | 1.66% | Reduce -13.8% | 54,895 | $1.4M |
| Eagle Strategies LLC | 0.17% | Add +6.4% | 54,326 | $1.4M |
| Brookstone Capital Management | 0.02% | Reduce -11.8% | 52,782 | $1.3M |
| Leavell Investment Management, Inc. | 0.05% | Add +7.3% | 51,340 | $1.3M |
| Sellwood Investment Partners LLC | 0.50% | Add +21.7% | 50,958 | $1.3M |
| Horizon Financial Services, LLC | 0.58% | Add +7.7% | 50,629 | $1.3M |
| Hidden Cove Wealth Management, LLC | 0.80% | New | 49,462 | $1.2M |
| Tortoise Investment Management, LLC | 0.11% | Reduce -32.3% | 49,160 | $1.2M |
| Asset Management Group, Inc. | 0.20% | Add +1.1% | 49,049 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +5.5% | 49,032 | $1.2M |
| Comprehensive Wealth Management, LLC | 0.73% | Add +20.5% | 49,008 | $1.2M |
| Studio Investment Management LLC | 0.22% | Add +3.9% | 48,232 | $1.2M |
| Belpointe Asset Management LLC | 0.04% | Add +0.3% | 48,152 | $1.2M |
| True Link Financial Advisors, LLC | 0.07% | Add +7.6% | 48,049 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.1% | 47,742 | $1.2M |
| Diligent Investors, LLC | 0.29% | Reduce -3.4% | 46,445 | $1.2M |
| Venture Visionary Partners LLC | 0.04% | Add +1.2% | 46,443 | $1.2M |
| Fifth Third Securities, Inc. | 0.08% | Add +2.9% | 46,125 | $1.2M |
| Koshinski Asset Management, Inc. | 0.07% | Add +3.2% | 45,841 | $1.1M |
| Waycross Investment Management Co | 1.01% | No change | 45,646 | $1.1M |
| Essential Partners LLC | 0.35% | Reduce -0.1% | 45,550 | $1.1M |
| 1620 Investment Advisors, Inc. | 0.76% | Reduce -5.1% | 45,070 | $1.1M |
| Renaissance Technologies | 0.00% | Reduce -70.8% | 45,000 | $1.1M |
| GMO | 0.00% | New | 44,874 | $1.1M |
| TD Private Client Wealth LLC | 0.02% | Reduce -9.0% | 44,289 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +37.2% | 44,036 | $1.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.08% | Reduce -1.7% | 43,903 | $1.1M |
| Simplicity Wealth,LLC | 0.07% | Add +5.8% | 43,882 | $1.1M |
| StoneX Group Inc. | 0.05% | Add +30.6% | 43,698 | $1.1M |
| GWN Securities Inc. | 0.22% | Add +42.6% | 43,416 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | New | 43,144 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +35.9% | 42,996 | $1.1M |
| Unify Financial Advisors | 1.13% | — | 42,993 | $1.1M |
| Integrity Wealth Advisors, Inc. | 0.72% | Reduce -1.4% | 40,879 | $1.0M |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -4.5% | 40,778 | $1.0M |
| Commerce Bank | 0.01% | Add +11.7% | 40,386 | $1.0M |
| Wealthspire Retirement, LLC | 0.06% | Add +1.2% | 39,813 | $999K |
| Manhattan West Asset Management, LLC | 0.20% | No change | 39,595 | $993K |
| IHT Wealth Management, LLC | 0.02% | Reduce -22.9% | 38,597 | $968K |
| Wealthgarden F.S. LLC | 0.64% | Add +23.3% | 38,636 | $967K |
| Avior Wealth Management, LLC | 0.03% | Add +0.8% | 37,903 | $951K |
| Ransom Advisory, Ltd | 0.36% | New | 36,000 | $903K |
| Madden Advisory Services, Inc. | 0.36% | Add +12.4% | 35,921 | $901K |
| Flputnam Investment Management Co. | 0.01% | Reduce -37.9% | 35,845 | $899K |
| Advyzon Investment Management, LLC | 0.10% | Add +4.9% | 35,629 | $894K |
| Fiduciary Trust Co | 0.01% | New | 35,076 | $880K |
| New Hampshire Trust | 0.17% | Add +60.4% | 35,015 | $878K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -87.4% | 34,841 | $874K |
| RCW Management, LLC | 0.87% | — | 34,177 | $857K |
| Brucke Financial, Inc. | 0.47% | Reduce -1.5% | 34,027 | $853K |
| Trust Point Inc. | 0.07% | Add +5.0% | 33,989 | $852K |
| South Plains Financial, Inc. | 0.50% | No change | 33,644 | $843K |
| Bell Investment Advisors, Inc | 0.13% | Add +16.6% | 33,602 | $843K |
| Net Worth Advisory Group | 0.17% | New | 33,530 | $841K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -9.6% | 33,483 | $840K |
| Parkside Financial Bank & Trust | 0.06% | Add +30.4% | 33,144 | $831K |
| Moors & Cabot, Inc. | 0.04% | Add +122.0% | 33,123 | $831K |
| Merit Financial Group, LLC | 0.01% | Add +2.9% | 32,655 | $819K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +11.4% | 32,325 | $811K |
| Private Advisor Group, LLC | 0.00% | Reduce -92.3% | 31,665 | $794K |
| CoreCap Advisors, LLC | 0.03% | Reduce -33.8% | 30,573 | $767K |
| OneAscent Financial Services LLC | 0.07% | Reduce -9.7% | 30,447 | $764K |
| SeaCrest Wealth Management, LLC | 0.08% | Reduce -18.5% | 30,348 | $763K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +20.6% | 28,778 | $722K |
| Evermay Wealth Management LLC | 0.08% | No change | 28,217 | $708K |
| Phil A. Younker & Associates, Ltd. | 0.48% | Reduce -1.0% | 27,514 | $690K |
| Northwest Capital Management Inc | 2.92% | Reduce -53.9% | 26,818 | $673K |
| Red Reef Advisors LLC | 0.67% | — | 26,054 | $653K |
| Vermillion Wealth Management, Inc. | 0.27% | Reduce -8.2% | 26,046 | $653K |
| Independent Advisor Alliance | 0.02% | Reduce -9.7% | 25,357 | $636K |
| Meridian Management Co. | 0.16% | Add +19.2% | 25,011 | $627K |
| Van Strum & Towne Inc. | 0.17% | Add +186.3% | 24,765 | $621K |
| Mgo One Seven LLC | 0.01% | Add +38.4% | 23,912 | $600K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -27.0% | 23,654 | $593K |
| HighPoint Advisor Group LLC | 0.01% | New | 23,449 | $588K |
| Goldman Sachs Group Inc. | 0.00% | New | 23,384 | $586K |
| Empower Advisory Group, LLC | 0.00% | Add +6.3% | 23,325 | $585K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.7% | 23,059 | $578K |
| MBE Wealth Management, LLC | 0.24% | Reduce -2.2% | 22,533 | $565K |
| Hexagon Capital Partners LLC | 0.10% | Reduce -0.8% | 22,472 | $564K |
| NorthRock Partners, LLC | 0.01% | Add +179.7% | 22,325 | $560K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -52.6% | 22,302 | $559K |
| XY Planning Network, Inc. | 0.10% | Add +40.0% | 22,207 | $557K |
| Sigma Planning Corp | 0.02% | Reduce -0.5% | 22,095 | $554K |
| Quartz Partners, LLC | 0.21% | Reduce -3.8% | 22,013 | $552K |
| M. Kulyk & Associates, LLC | 0.10% | Add +113.8% | 21,700 | $544K |
| Fagan Associates, Inc. | 0.07% | Reduce -9.9% | 21,673 | $544K |
| Worth Asset Management, LLC | 0.23% | Add +92.5% | 21,583 | $541K |
| Rockbridge Investment Management, LCC | 0.05% | Add +0.3% | 21,411 | $537K |
| Twele Capital Management, Inc. | 0.09% | Add +1.9% | 20,866 | $523K |
| eCIO, Inc. | 0.24% | Add +1.3% | 20,246 | $508K |
| Family Investment Center, Inc. | 0.10% | Add +1.3% | 20,036 | $502K |
| Hardin Capital Partners, LLC | 0.23% | Reduce -4.6% | 19,706 | $494K |
| Kings Path Partners LLC | 0.17% | Reduce -2.4% | 19,443 | $488K |
| Mutual Advisors, LLC | 0.01% | Add +1.1% | 19,412 | $487K |
| FMR LLC | 0.00% | Add +76.5% | 19,268 | $483K |
| Noble Family Wealth, LLC | 0.10% | Reduce -9.8% | 19,108 | $479K |
| IFC & Insurance Marketing, Inc. | 0.47% | — | 19,081 | $479K |
| Accelerate Investment Advisors LLC | 0.31% | Reduce -2.6% | 18,300 | $459K |
| BCS Wealth Management | 0.05% | Add +102.0% | 18,180 | $456K |
| Pacific Capital Wealth Advisors, Inc. | 0.08% | No change | 17,969 | $451K |
| Equita Financial Network, Inc. | 0.14% | Reduce -2.7% | 17,968 | $451K |
| Truist Financial Corp. | 0.00% | Reduce -4.2% | 17,881 | $448K |
| PFG Advisors | 0.02% | Add +3.1% | 17,607 | $442K |
| World Investment Advisors | 0.01% | New | 17,504 | $439K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -81.8% | 17,445 | $438K |
| Larson Financial Group LLC | 0.01% | Reduce -4.6% | 17,234 | $432K |
| J.E. Simmons & Co., P.C. | 0.28% | — | 17,073 | $428K |
| Unique Wealth Strategies, LLC | 0.17% | Add +12.8% | 16,948 | $425K |
| Portland Financial Advisors Inc | 0.90% | Add +0.2% | 16,834 | $422K |
| Capital Analysts, LLC | 0.01% | Add +0.6% | 16,729 | $419K |
| Integrated Advisors Network LLC | 0.02% | Reduce -1.7% | 16,670 | $418K |
| Bangor Savings Bank | 0.03% | Reduce -14.4% | 16,593 | $416K |
| Compass Capital Management, Inc. | 0.02% | Add +0.5% | 16,119 | $404K |
| RFG Advisory, LLC | 0.01% | Add +13.7% | 15,765 | $395K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Add +22.4% | 15,618 | $392K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 15,523 | $389K |
| Rinkey Investments | 0.10% | Reduce -0.1% | 15,493 | $389K |
| rebel Financial LLC | 0.17% | New | 15,473 | $388K |
| FC Advisory LLC | 0.11% | Add +0.9% | 15,230 | $382K |
| Churchill Financial Advisors, LLC | 0.12% | — | 15,081 | $378K |
| Chapin Davis, Inc. | 0.09% | No change | 14,973 | $376K |
| Note Advisors, LLC | 0.19% | No change | 14,968 | $374K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +58.4% | 14,922 | $374K |
| Thompson David Blair | 0.21% | — | 14,784 | $371K |
| Lederer & Associates Investment Counsel | 0.24% | Add +1.7% | 14,393 | $361K |
| Coston, McIsaac & Partners | 0.08% | Add +1.3% | 13,583 | $340K |
| Claro Advisors Inc. | 0.05% | New | 13,295 | $333K |
| First County Bank | 0.17% | Add +3.0% | 13,044 | $327K |
| Strategic Blueprint, LLC | 0.02% | Add +2.5% | 12,986 | $326K |
| Roundview Capital LLC | 0.02% | No change | 12,923 | $324K |
| Advisors Asset Management, Inc. | 0.01% | Add +110.2% | 12,834 | $322K |
| Global Retirement Partners, LLC | 0.01% | Add +80.5% | 12,790 | $321K |
| Valpey Financial Services, LLC | 0.20% | Add +24.4% | 12,789 | $321K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -45.4% | 12,707 | $319K |
| L2 Asset Management, LLC | 0.04% | No change | 12,542 | $315K |
| Coastal Bridge Advisors, LLC | 0.02% | Add +1.1% | 12,421 | $312K |
| Seneschal Advisors, LLC | 0.22% | Add +1.1% | 11,796 | $296K |
| Rockefeller Capital Management L.P. | 0.00% | Add +23.4% | 11,708 | $294K |
| Transamerica Financial Advisors, LLC | 0.02% | Add +176.7% | 11,554 | $290K |
| PNC Financial Services Group, Inc. | 0.00% | Add +244.4% | 11,383 | $285K |
| Evanson Asset Management, LLC | 0.02% | Add +1.3% | 11,345 | $285K |
| Modern Wealth Management, LLC | 0.01% | Add +5.8% | 11,289 | $283K |
| Asset Allocation Strategies LLC | 0.05% | Reduce -12.4% | 11,170 | $280K |
| Patten & Patten Inc. | 0.02% | No change | 11,133 | $279K |
| Invst, LLC | 0.03% | New | 10,937 | $274K |
| Advisor OS, LLC | 0.02% | Add +10.6% | 10,883 | $273K |
| HB Wealth Management, LLC | 0.00% | New | 10,829 | $272K |
| Certified Advisory Corp | 0.02% | Add +7.1% | 10,722 | $269K |
| Blueprint Investment Partners LLC | 0.03% | New | 10,555 | $265K |
| Integrity Advisory Solutions, LLC | 0.04% | Add +4.6% | 10,383 | $260K |
| August Group Capital Ltd | 0.29% | — | 10,273 | $258K |
| West Paces Advisors Inc. | 0.05% | Add +1.3% | 10,265 | $257K |
| Chancellor Financial Group WB LP | 0.17% | Add +0.1% | 10,077 | $253K |
| Orleans Capital Management Corp. | 0.16% | No change | 10,000 | $251K |
| Quantinno Capital Management LP | 0.00% | New | 9,857 | $247K |
| RB Capital Management, LLC | 0.05% | New | 9,713 | $244K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -3.8% | 9,697 | $243K |
| OpenArc Corporate Advisory, LLC | 0.00% | — | 9,658 | $242K |
| Seek First Inc. | 0.17% | Add +1.2% | 9,626 | $241K |
| Bulwark Capital Corp | 0.17% | No change | 9,546 | $239K |
| Verus Capital Partners, LLC | 0.02% | New | 9,505 | $238K |
| Lifeworks Advisors, LLC | 0.03% | Add +8.3% | 9,392 | $236K |
| Citigroup Inc. | 0.00% | Add +1.6% | 9,287 | $233K |
| Washington Trust Advisors, Inc. | 0.02% | Reduce -6.4% | 9,150 | $229K |
| Krilogy Financial LLC | 0.01% | Reduce -3.4% | 9,080 | $227K |
| Capital Management Associates, Inc | 0.05% | New | 8,967 | $225K |
| RKL Wealth Management LLC | 0.02% | Reduce -48.2% | 8,924 | $224K |
| Trivium Point Advisory, LLC | 0.02% | Add +0.8% | 8,899 | $223K |
| Hollencrest Capital Management | 0.01% | Reduce -20.1% | 8,780 | $220K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -14.8% | 8,656 | $217K |
| Chapman Financial Group, LLC | 0.15% | Add +9.7% | 8,650 | $217K |
| Arkadios Wealth Advisors | 0.00% | New | 8,454 | $212K |
| Amicus Financial Advisors, LLC | 0.06% | — | 8,376 | $210K |
| Acropolis Investment Management, LLC | 0.01% | No change | 8,344 | $209K |
| Laurel Oak Wealth Management, LLC | 0.03% | — | 8,268 | $207K |
| FSB Premier Wealth Management, Inc. | 0.07% | Reduce -12.9% | 8,229 | $206K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2.6% | 8,178 | $205K |
| GenTrust, LLC | 0.01% | No change | 8,150 | $204K |
| Grove Street Fiduciary, LLC | 0.08% | No change | 8,085 | $203K |
| Allen Capital Group, LLC | 0.02% | New | 8,056 | $202K |
| US Bancorp \de | 0.00% | Add +2.5% | 7,978 | $200K |
| MAI Capital Management | 0.00% | Add +26.9% | 7,712 | $193K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +252.3% | 7,419 | $186K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -0.0% | 11,843 | $162K |
| Caitlin John, LLC | 0.10% | No change | 6,224 | $156K |
| ORG Partners LLC | 0.03% | No change | 6,090 | $153K |
| Dorato Capital Management | 0.11% | — | 5,871 | $148K |
| Smartleaf Asset Management LLC | 0.01% | Add +2.4% | 5,840 | $147K |
| Private Wealth Management Group, LLC | 0.04% | Reduce -15.3% | 5,680 | $142K |
| International Assets Investment Management, LLC | 0.01% | New | 5,663 | $142K |
| Ashton Thomas Securities, LLC | 0.03% | Add +9.1% | 5,634 | $141K |
| Howe & Rusling Inc. | 0.01% | Reduce -37.6% | 5,280 | $132K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -55.5% | 4,881 | $122K |
| WFA of San Diego, LLC | 0.09% | No change | 4,730 | $119K |
| Milestone Investment Advisors LLC | 0.03% | Reduce -44.9% | 4,340 | $109K |
| Archer Investment Corp | 0.02% | Add +0.0% | 4,071 | $102K |
| Breakwater Investment Management | 0.04% | Reduce -8.6% | 3,926 | $98K |
| Bullock Wealth Management Group | 0.04% | — | 3,510 | $88K |
| SageView Advisory Group, LLC | 0.00% | New | 3,435 | $86K |
| Ancora Advisors LLC | 0.00% | New | 3,404 | $85K |
| Rossby Financial, LCC | 0.03% | Add +1.0% | 3,386 | $85K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | New | 3,367 | $84K |
| KERR FINANCIAL PLANNING Corp | 0.11% | Add +100.0% | 3,290 | $83K |
| Strategic Advocates LLC | 0.02% | Add +1.1% | 3,164 | $80K |
| WealthCollab, LLC | 0.03% | New | 3,155 | $79K |
| Harbour Investments, Inc. | 0.00% | Reduce -2.6% | 3,008 | $75K |
| PFS Partners, LLC | 0.03% | No change | 2,953 | $74K |
| Crews Bank & Trust | 0.01% | Reduce -1.2% | 2,687 | $67K |
| Pin Oak Investment Advisors Inc. | 0.04% | No change | 2,513 | $63K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -71.1% | 2,443 | $61K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -63.3% | 2,328 | $58K |
| SHP Wealth Management | 0.00% | — | 2,148 | $54K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -15.9% | 2,060 | $52K |
| Geneos Wealth Management Inc. | 0.00% | Add +4.1% | 1,965 | $49K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +25.4% | 1,937 | $49K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 1,815 | $46K |
| Valley National Advisers Inc. | 0.01% | Reduce -6.8% | 1,690 | $42K |
| GeoWealth Management, LLC | 0.00% | Add +21.8% | 1,640 | $41K |
| Blue Trust, Inc. | 0.00% | Add +30.2% | 1,622 | $41K |
| Key Financial Inc | 0.01% | Add +806.7% | 1,496 | $38K |
| Roble, Belko & Company, Inc | 0.00% | No change | 1,444 | $37K |
| Hoey Investments, Inc. | 0.01% | No change | 1,463 | $37K |
| Fifth Third Bancorp | 0.00% | Add +161.4% | 1,417 | $36K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 1,373 | $34K |
| Triumph Capital Management | 0.01% | New | 1,371 | $34K |
| NBT Bank, N.A. | 0.00% | No change | 25 | $34K |
| Robinswood Financial LLC | 0.01% | Reduce -0.1% | 1,313 | $33K |
| Tradewinds Capital Management, LLC | 0.01% | Reduce -99.7% | 1,294 | $32K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,211 | $30K |
| Aventura Private Wealth, LLC | 0.01% | No change | 998 | $25K |
| Kennebec Savings Bank | 0.02% | Reduce -3.9% | 994 | $25K |
| Asset Dedication, LLC | 0.00% | Reduce -8.0% | 964 | $24K |
| MCF Advisors LLC | 0.00% | Reduce -14.0% | 874 | $22K |
| Phillips Financial Management, LLC | 0.00% | New | 809 | $20K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 700 | $18K |
| CDKV Holdings LLC | 0.01% | — | 629 | $16K |
| Montag A & Associates Inc. | 0.00% | Add +1.1% | 538 | $14K |
| Bayban | 0.01% | — | 502 | $13K |
| Anfield Capital Management, LLC | 0.00% | No change | 490 | $12K |
| Brown Brothers Harriman & Co. | 0.00% | New | 490 | $12K |
| Ballast Advisors LLC | 0.00% | Add +930.4% | 474 | $12K |
| Sankala Group LLC | 0.01% | — | 414 | $11K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 405 | $10K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 322 | $8K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -98.4% | 309 | $8K |
| Front Row Advisors LLC | 0.00% | No change | 300 | $8K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 242 | $6K |
| Friedenthal Financial | 0.00% | No change | 236 | $6K |
| IMA Advisory Services, Inc. | 0.00% | No change | 184 | $5K |
| Investors Research Corp | 0.00% | Reduce -9.1% | 180 | $5K |
| Pacifica Partners Inc. | 0.00% | No change | 180 | $5K |
| Atomic Invest LLC | 0.00% | — | 169 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 167 | $4K |
| Hantz Financial Services, Inc. | 0.00% | Add +115.8% | 164 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 158 | $4K |
| Camelot Portfolios, LLC | 0.00% | New | 157 | $4K |
| Rothschild Investment LLC | 0.00% | No change | 150 | $4K |
| Wiser Advisor Group LLC | 0.00% | Add +0.7% | 143 | $4K |
| Bogart Wealth, LLC | 0.00% | New | 143 | $4K |
| Harbor Asset Planning, Inc. | 0.00% | New | 136 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 136 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | Reduce -62.8% | 121 | $3K |
| AlphaCore Capital LLC | 0.00% | Reduce -97.8% | 120 | $3K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -63.4% | 118 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 116 | $3K |
| Financial Management Professionals, Inc. | 0.00% | No change | 110 | $3K |
| Quent Capital, LLC | 0.00% | New | 86 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 86 | $2K |
| Signaturefd, LLC | 0.00% | No change | 76 | $2K |
| Greenline Wealth Management LLC | 0.00% | — | 59 | $1K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 58 | $1K |
| Lodestone Wealth Management LLC | 0.00% | New | 56 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 50 | $1K |
| Kilter Group LLC | 0.00% | No change | 47 | $1K |
| Arax Advisory Partners | 0.00% | New | 34 | $853 |
| Tucker Asset Management LLC | 0.00% | No change | 30 | $752 |
| Root Financial Partners, LLC | 0.00% | Reduce -60.0% | 30 | $752 |
| FAS Wealth Partners, Inc. | 0.00% | No change | 20 | $514 |
| Solstein Capital, LLC | 0.00% | No change | 18 | $451 |
| Prestige Wealth Management Group LLC | 0.00% | New | 17 | $427 |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 10 | $251 |
| Wagner Wealth Management, LLC | 0.00% | No change | 6 | $158 |
| Morling Financial Advisors, LLC | 0.00% | No change | 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.