Schwab Intermediate-Term USSCHRETF
13F holders, Q1 2026 (March 31)513holders +27
68new positions
36sold out
4famous investors
$24.91avg. 13F price*
At the end of Q1 2026, 513 institutions reported holding Schwab Intermediate-Term US (SCHR) in their 13F filings, up 27 from Q4 2025. 68 opened new positions and 36 sold out. The largest holders were Charles Schwab Investment Management Inc. ($6.2B), Royal Bank of Canada ($431.8M) and Ameriprise Financial Inc. ($333.3M). 4 famous investors held it, including Jeremy Grantham (0.0% of GMO's portfolio), 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $114.4M |
| Exits | 36 | $58.1M |
All 13F filers, Q4 2025 → Q1 2026: 29,827,111 shares bought and 7,448,244 shares sold, net +22,378,867 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 513 holders
| Charles Schwab Investment Management Inc. | 0.95% | Add +4.7% | 249,546,261 | $6.2B |
| Royal Bank of Canada | 0.08% | Add +1.5% | 17,334,539 | $431.8M |
| Ameriprise Financial Inc. | 0.08% | Reduce -3.4% | 13,376,054 | $333.3M |
| Stifel Financial Corp. | 0.17% | Add +5.1% | 7,622,548 | $189.9M |
| Bank of America Corp. | 0.01% | Add +19.7% | 6,189,094 | $154.2M |
| JPMorgan Chase & Co. | 0.01% | Add +14.9% | 5,976,383 | $148.6M |
| Envestnet Asset Management Inc. | 0.03% | Add +36.0% | 4,647,990 | $115.8M |
| Exchange Traded Concepts, LLC | 0.81% | Add +4.7% | 4,217,002 | $105.0M |
| Cornerstone Wealth Advisors, Inc. | 22.90% | Add +6.1% | 3,993,213 | $99.5M |
| Moisand Fitzgerald Tamayo, LLC | 10.43% | Add +6.6% | 3,897,100 | $97.1M |
| Pacific Sage Partners, LLC | 13.66% | Add +9.6% | 3,480,010 | $86.7M |
| Resonant Capital Advisors, LLC | 3.93% | Add +4.7% | 3,001,765 | $74.8M |
| State Street Corp. | 0.00% | No change | 2,900,000 | $72.2M |
| Crane Advisory, LLC | 10.41% | Add +0.3% | 2,791,682 | $69.5M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Reduce -3.6% | 2,584,356 | $64.2M |
| Avidian Wealth Enterprises, LLC | 1.88% | Add +9.5% | 2,381,002 | $59.3M |
| LPL Financial LLC | 0.01% | Add +11.7% | 2,122,593 | $52.9M |
| Clearstead Advisors, LLC | 0.45% | Add +10.4% | 1,954,043 | $48.7M |
| Cerity Partners LLC | 0.07% | Reduce -21.9% | 1,928,715 | $48.0M |
| Empowered Funds, LLC | 0.31% | New | 1,933,622 | $48.0M |
| Morgan Stanley | 0.00% | Add +3.6% | 1,810,702 | $45.1M |
| Intelligence Driven Advisers, LLC | 7.13% | Reduce -7.3% | 1,640,713 | $40.9M |
| FLC Capital Advisors | 7.34% | Add +5.2% | 1,624,915 | $40.5M |
| Advisory Alpha, LLC | 1.04% | Reduce -3.7% | 1,531,355 | $38.1M |
| DAVENPORT & Co LLC | 0.21% | Add +12.0% | 1,504,342 | $37.5M |
| Baird Financial Group, Inc. | 0.06% | Add +6.6% | 1,445,430 | $36.0M |
| Wells Fargo & Company | 0.01% | Add +24.3% | 1,431,580 | $35.7M |
| Beacon Wealthcare LLC | 12.38% | Add +4.7% | 1,409,411 | $35.1M |
| Hapanowicz & Associates Financial Services, Inc | 13.84% | Add +4.6% | 1,397,138 | $34.8M |
| Diversify Wealth Management, LLC | 0.57% | Add +54.4% | 1,283,662 | $31.8M |
| High Probability Advisors, LLC | 4.06% | Add +6.2% | 1,272,625 | $31.7M |
| First National Trust Co | 1.06% | Add +2.2% | 1,247,877 | $31.1M |
| WestHill Financial Advisors, Inc. | 5.88% | Add +8.4% | 1,234,746 | $30.8M |
| Cetera Investment Advisers | 0.03% | Add +25.7% | 1,151,786 | $28.7M |
| Foster & Motley Inc. | 1.47% | Add +1.7% | 1,141,716 | $28.4M |
| Galvin, Gaustad & Stein, LLC | 2.17% | Add +1.0% | 1,075,376 | $26.8M |
| Your Advocates Ltd., LLP | 7.62% | Add +15.1% | 1,002,894 | $25.0M |
| Stokes Family Office, LLC | 2.56% | Reduce -11.2% | 997,155 | $24.8M |
| Jones Financial Companies LLLP | 0.01% | Add +28.8% | 924,447 | $22.9M |
| Summit Financial, LLC | 0.29% | Add +49.6% | 916,786 | $22.8M |
| Creative Planning | 0.02% | Reduce -15.3% | 910,129 | $22.7M |
| Tradition Wealth Management, LLC | 1.61% | Reduce -4.4% | 909,935 | $22.7M |
| HC Advisors, LLC | 15.00% | Add +4.9% | 899,471 | $22.4M |
| Allworth Financial LP | 0.09% | Reduce -4.9% | 889,163 | $22.1M |
| Waverly Advisors, LLC | 0.15% | Add +1269.1% | 794,905 | $19.8M |
| Madison Asset Management, LLC | 0.24% | Reduce -31.1% | 779,954 | $19.4M |
| SWS Partners | 4.42% | Add +11.2% | 718,928 | $17.9M |
| Morton Brown Family Wealth, LLC | 4.62% | Add +3.9% | 701,706 | $17.5M |
| One Degree Advisors Inc | 4.57% | Add +7.6% | 699,480 | $17.4M |
| Downshift Financial, LLC | 8.73% | Add +24.5% | 678,481 | $16.9M |
| Altiora Financial Group, LLC | 2.68% | Add +1.3% | 652,805 | $16.3M |
| UBS Group AG | 0.00% | Add +55.2% | 648,366 | $16.2M |
| Marshall Financial Group, LLC | 2.51% | Reduce -0.6% | 630,313 | $15.7M |
| Perigon Wealth Management, LLC | 0.27% | Add +602.6% | 592,917 | $14.8M |
| Exencial Wealth Advisors, LLC | 0.43% | Add +1.2% | 559,583 | $13.9M |
| WorthPointe, LLC | 3.78% | Add +21.2% | 556,731 | $13.9M |
| Franklin Resources Inc. | 0.00% | Add +7.8% | 539,264 | $13.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +41.1% | 535,247 | $13.3M |
| Walker Financial Services, Inc. | 4.50% | Add +19.3% | 528,356 | $13.2M |
| Kathmere Capital Management, LLC | 0.81% | Reduce -12.4% | 524,658 | $13.1M |
| Bank of Montreal | 0.01% | Add +5.3% | 521,716 | $13.0M |
| Holcombe Financial, Inc. | 7.49% | Add +6.7% | 511,425 | $12.7M |
| Fiduciary Alliance LLC | 0.76% | Add +13.1% | 505,447 | $12.6M |
| Midwest Trust Co | 0.16% | Reduce -48.0% | 499,367 | $12.4M |
| McAdam, LLC | 0.56% | Add +7.4% | 496,305 | $12.4M |
| Tidal Investments LLC | 0.04% | New | 488,632 | $12.2M |
| White Pine Investment CO | 2.66% | Add +5.3% | 459,338 | $11.4M |
| Foundation Wealth Management, LLC\PA | 4.03% | Add +8.4% | 458,624 | $11.4M |
| MassMutual Private Wealth & Trust, FSB | 0.31% | Reduce -37.3% | 453,084 | $11.3M |
| Walkner Condon Financial Advisors LLC | 1.49% | Add +4.4% | 452,423 | $11.3M |
| Clarity Wealth Development LLC | 9.03% | Add +14.8% | 444,172 | $11.1M |
| Oakwell Private Wealth Management, LLC | 1.93% | Add +4.1% | 433,206 | $10.8M |
| Advocate Group LLC | 1.68% | Add +6.1% | 429,999 | $10.7M |
| Vident Advisory, LLC | 0.09% | Reduce -14.8% | 429,773 | $10.7M |
| Attessa Capital LLC | 5.72% | Reduce -0.7% | 422,400 | $10.5M |
| Raymond James Financial Inc. | 0.00% | Add +10.3% | 422,095 | $10.5M |
| Cadia Private Client LLC | 8.29% | Add +0.1% | 410,404 | $10.2M |
| Destiny Wealth Partners, LLC | 1.12% | Add +0.2% | 410,385 | $10.2M |
| BlackRock, Inc. | 0.00% | Reduce -25.9% | 392,143 | $9.8M |
| Scarborough Advisors, LLC | 1.06% | New | 388,797 | $9.7M |
| Hidden Cove Wealth Management, LLC | 6.09% | Add +669.5% | 380,634 | $9.5M |
| Darrow Company, Inc. | 4.23% | Add +0.9% | 377,569 | $9.4M |
| MML Investors Services, LLC | 0.03% | Reduce -31.8% | 377,312 | $9.4M |
| Bulwark Capital Corp | 5.54% | Add +3680.7% | 360,906 | $9.0M |
| Cloud Capital Management, LLC | 3.86% | Add +49.0% | 355,677 | $8.9M |
| Benjamin Edwards Inc. | 0.09% | Add +12.6% | 352,097 | $8.8M |
| Blake Schutter Theil Wealth Advisors, LLC | 7.14% | Reduce -0.3% | 351,842 | $8.8M |
| Act Two Investors LLC | 1.92% | Reduce -5.0% | 349,960 | $8.7M |
| Centric Wealth Management | 1.73% | Add +4.1% | 351,983 | $8.7M |
| Savvy Advisors, Inc. | 0.23% | Add +108.8% | 348,606 | $8.7M |
| Mariner, LLC | 0.01% | Add +36.7% | 344,634 | $8.6M |
| Kelly Financial Services LLC | 2.07% | Add +6.2% | 344,118 | $8.6M |
| Valmark Advisers, Inc. | 0.10% | Reduce -16.9% | 337,941 | $8.4M |
| Tennessee Valley Asset Management Partners | 1.09% | Reduce -0.3% | 330,574 | $8.2M |
| Osaic Holdings, Inc. | 0.01% | Add +20.5% | 329,679 | $8.2M |
| Dock Street Asset Management Inc. | 0.83% | Add +29.0% | 316,217 | $7.9M |
| Keystone Global Partners, LLC | 3.44% | Add +127.1% | 308,868 | $7.7M |
| Sentinel Pension Advisors, LLC | 1.14% | Reduce -5.5% | 308,590 | $7.7M |
| Harvest Portfolios Group Inc. | 0.13% | Add +10.5% | 305,958 | $7.6M |
| Focus Partners Wealth | 0.01% | Reduce -2.5% | 301,832 | $7.6M |
| Maridea Wealth Management LLC | 1.07% | Add +20.5% | 295,042 | $7.3M |
| Payne Capital LLC | 6.73% | Reduce -9.4% | 294,210 | $7.3M |
| SIMA Wealth Partners, LLC | 5.55% | Add +13.2% | 292,394 | $7.3M |
| L.K. Benson & Company, P.C. | 2.38% | Add +28.3% | 288,924 | $7.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +5.9% | 277,186 | $6.9M |
| CreativeOne Wealth, LLC | 0.16% | Add +692.1% | 275,974 | $6.9M |
| Integrity Alliance, Llc. | 0.25% | New | 265,821 | $6.6M |
| Foundations Investment Advisors, LLC | 0.08% | Add +21.8% | 264,060 | $6.6M |
| Cooke Wealth Management, LLC | 5.79% | Add +4.1% | 262,411 | $6.5M |
| Signet Financial Management, LLC | 0.73% | Add +41.0% | 261,725 | $6.5M |
| Captrust Financial Advisors | 0.01% | Add +34.3% | 245,471 | $6.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +2.6% | 242,418 | $6.0M |
| Myecfo, LLC | 2.48% | Add +6.9% | 237,678 | $5.9M |
| Refined Wealth Management | 3.59% | New | 228,477 | $5.7M |
| Flow Traders U.S. LLC | 0.18% | New | 223,175 | $5.6M |
| Christensen, King & Associates Investment Services, Inc. | 2.37% | Add +3.4% | 221,905 | $5.5M |
| Independent Solutions Wealth Management, LLC | 0.80% | Reduce -0.3% | 219,043 | $5.5M |
| Code Waechter LLC | 3.20% | Add +5.2% | 215,982 | $5.4M |
| Heritage Wealth Management, Inc. | 3.00% | Add +5.4% | 215,482 | $5.4M |
| Stableford Capital II LLC | 1.99% | Add +1.8% | 214,704 | $5.3M |
| W.H. Cornerstone Investments Inc. | 3.18% | Reduce -1.3% | 203,985 | $5.1M |
| Libra Wealth LLC | 1.42% | No change | 202,043 | $5.0M |
| WT Wealth Management | 1.47% | Reduce -7.5% | 199,153 | $5.0M |
| Modus Advisors, LLC | 1.35% | Add +6.8% | 197,157 | $4.9M |
| Inspire Advisors, LLC | 0.38% | Add +23.5% | 184,795 | $4.6M |
| Hilltop Partners LLC | 1.15% | Add +2.7% | 180,339 | $4.5M |
| Upper Left Wealth Management, LLC | 2.59% | Add +5.5% | 175,882 | $4.4M |
| SYM FINANCIAL Corp | 0.43% | Add +12.4% | 173,051 | $4.3M |
| Ieq Capital, LLC | 0.02% | New | 170,084 | $4.2M |
| North Forty Two & Co. | 3.84% | Reduce -1.4% | 166,772 | $4.2M |
| Ausdal Financial Partners, Inc. | 0.19% | Add +9.3% | 166,541 | $4.1M |
| Financial & Tax Architects, LLC | 0.91% | Add +19.5% | 164,648 | $4.1M |
| Farther Finance Advisors, LLC | 0.04% | Add +180.7% | 164,816 | $4.1M |
| Farrow Financial, Inc. | 2.30% | Add +15.4% | 162,488 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | New | 154,577 | $3.9M |
| Csenge Advisory Group | 0.17% | Add +15.1% | 150,239 | $3.7M |
| Inman Jager Wealth Management, LLC | 2.18% | Add +32.9% | 149,613 | $3.7M |
| WealthCare Investment Partners, LLC | 1.03% | Add +53.9% | 149,381 | $3.7M |
| Assetmark, Inc. | 0.01% | Reduce -4.3% | 144,058 | $3.6M |
| Spectrum Asset Management, Inc. (NB/CA) | 1.10% | Reduce -38.1% | 139,109 | $3.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.1% | 137,054 | $3.4M |
| Cwm, LLC | 0.01% | Reduce -24.5% | 135,860 | $3.4M |
| Creative Financial Designs Inc. | 0.20% | Add +24.8% | 135,268 | $3.4M |
| Addison Advisors LLC | 0.72% | Reduce -0.7% | 131,109 | $3.3M |
| Renaissance Technologies | 0.01% | Add +188.2% | 129,700 | $3.2M |
| Blair William & Co. | 0.01% | Add +5.0% | 128,984 | $3.2M |
| Claro Advisors Inc. | 0.38% | Add +863.1% | 128,041 | $3.2M |
| Hutchinson Capital Management | 0.56% | Add +39.3% | 121,279 | $3.0M |
| Dynamic Advisor Solutions LLC | 0.10% | Add +4.7% | 121,143 | $3.0M |
| SCS Capital Management LLC | 0.03% | Reduce -7.0% | 118,064 | $2.9M |
| Vise Technologies, Inc. | 0.06% | No change | 116,159 | $2.9M |
| Tran Capital Management, L.P. | 0.39% | Add +3.4% | 114,878 | $2.9M |
| GMO | 0.01% | Add +153.3% | 113,664 | $2.8M |
| Pflug Koory, LLC | 1.29% | Add +1.1% | 113,265 | $2.8M |
| Williams Financial, LLC | 1.63% | Reduce -0.7% | 112,524 | $2.8M |
| Kelly Financial Group LLC | 0.70% | Add +28.3% | 111,870 | $2.8M |
| Hendershot Investments Inc. | 0.37% | Reduce -1.1% | 111,439 | $2.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +133.3% | 111,368 | $2.8M |
| Adams Wealth Management | 0.61% | Add +8.6% | 111,250 | $2.8M |
| CacheTech Inc. | 0.53% | Add +8.6% | 111,250 | $2.8M |
| Thrivent Financial for Lutherans | 0.01% | Add +0.2% | 109,112 | $2.7M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +2.7% | 108,895 | $2.7M |
| Salem Investment Counselors Inc. | 0.08% | Add +1.8% | 108,392 | $2.7M |
| Leavell Investment Management, Inc. | 0.11% | Add +102.7% | 104,075 | $2.6M |
| Keyvantage Wealth, LLC | 1.13% | Reduce -9.1% | 102,773 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +107.9% | 101,934 | $2.5M |
| Principal Securities, Inc. | 0.04% | Add +7.9% | 101,926 | $2.5M |
| Mendota Financial Group, LLC | 1.87% | Add +1.8% | 101,382 | $2.5M |
| Spire Wealth Management | 0.09% | Reduce -3.4% | 100,981 | $2.5M |
| Fermata Advisors, LLC | 0.56% | Reduce -6.1% | 100,412 | $2.5M |
| GenWealth Group, Inc. | 0.43% | Add +8.4% | 100,065 | $2.5M |
| Park Avenue Securities LLC | 0.02% | Reduce -4.9% | 100,043 | $2.5M |
| Barden Capital Management, Inc. | 2.08% | Add +2.1% | 97,823 | $2.4M |
| Stratos Wealth Advisors, LLC | 0.15% | Reduce -60.5% | 95,910 | $2.4M |
| Jane Street Group, LLC | 0.00% | New | 94,613 | $2.4M |
| Johnson Financial Group, LLC | 0.15% | Add +11.5% | 93,394 | $2.3M |
| Savant Capital, LLC | 0.01% | Reduce -6.3% | 92,611 | $2.3M |
| Fifth Third Bancorp | 0.00% | Add +6403.6% | 92,156 | $2.3M |
| Greenline Partners, LLC | 0.25% | Reduce -16.3% | 91,720 | $2.3M |
| Passive Capital Management, LLC. | 0.67% | Reduce -3.7% | 89,480 | $2.2M |
| JDM Financial Group LLC | 0.85% | Reduce -35.2% | 87,999 | $2.2M |
| Empirical Asset Management, LLC | 0.58% | Add +2.2% | 87,498 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -49.2% | 86,864 | $2.2M |
| Kaizen Financial Strategies | 0.92% | Reduce -7.2% | 86,789 | $2.2M |
| National Bank of Canada | 0.00% | Add +4.3% | 86,626 | $2.2M |
| Charles Schwab Trust Co | 0.14% | Add +5.7% | 85,956 | $2.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +451.5% | 85,612 | $2.1M |
| Columbus Macro, LLC | 0.23% | Reduce -41.4% | 84,824 | $2.1M |
| CWA Asset Management Group, LLC | 0.07% | New | 84,178 | $2.1M |
| Stillwater Private Wealth, LLC | 1.72% | — | 81,385 | $2.0M |
| Lanark Financial, Inc. | 0.15% | Reduce -1.7% | 80,787 | $2.0M |
| Betterment LLC | 0.00% | Add +6.8% | 80,590 | $2.0M |
| Phil A. Younker & Associates, Ltd. | 1.34% | Add +192.4% | 80,465 | $2.0M |
| Nova R Wealth, Inc. | 0.64% | Add +1.2% | 80,293 | $2.0M |
| Hartline Investment Corp./ | 0.22% | No change | 79,700 | $2.0M |
| Beverly Hills Private Wealth, LLC | 0.33% | Add +23.6% | 78,024 | $1.9M |
| MilWealth Group LLC | 0.46% | No change | 77,302 | $1.9M |
| Mendel Capital Management LLC | 0.93% | — | 74,401 | $1.9M |
| Focus Financial Network, Inc. | 0.07% | Reduce -16.4% | 73,437 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Add +3.2% | 71,802 | $1.8M |
| WBH Advisory Inc. | 0.13% | Reduce -9.1% | 71,636 | $1.8M |
| Rede Wealth, LLC | 0.63% | Reduce -3.1% | 70,454 | $1.8M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -20.9% | 70,156 | $1.7M |
| Sellwood Investment Partners LLC | 0.69% | Add +37.6% | 70,097 | $1.7M |
| Successful Portfolios LLC | 0.95% | Reduce -0.8% | 68,910 | $1.7M |
| Alternative Investment Advisors, LLC. | 0.75% | Reduce -15.4% | 67,640 | $1.7M |
| North Ridge Wealth Advisors, Inc. | 0.94% | Add +2.3% | 67,169 | $1.7M |
| A4 Wealth Advisors LLC | 1.36% | New | 65,811 | $1.6M |
| Tortoise Investment Management, LLC | 0.13% | Add +32.1% | 64,942 | $1.6M |
| Citadel Advisors | 0.00% | New | 62,449 | $1.6M |
| MFG Wealth Management, Inc. | 1.24% | Add +6.4% | 60,241 | $1.5M |
| IFP Advisors, Inc | 0.03% | Add +5.7% | 59,102 | $1.5M |
| Compound Planning, Inc. | 0.05% | Reduce -46.9% | 58,792 | $1.5M |
| Commerce Bank | 0.01% | Add +43.8% | 58,073 | $1.4M |
| BlueSky Wealth Advisors, LLC | 0.19% | New | 57,869 | $1.4M |
| Comprehensive Wealth Management, LLC | 0.69% | Add +11.3% | 54,545 | $1.4M |
| Asset Management Group, Inc. | 0.21% | Add +8.7% | 53,320 | $1.3M |
| Eagle Strategies LLC | 0.16% | Reduce -2.9% | 52,780 | $1.3M |
| Wealthgarden F.S. LLC | 0.88% | Add +33.8% | 51,707 | $1.3M |
| True Link Financial Advisors, LLC | 0.08% | Add +7.2% | 51,503 | $1.3M |
| Belpointe Asset Management LLC | 0.05% | Add +5.4% | 50,765 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +13.6% | 49,027 | $1.2M |
| CoreCap Advisors, LLC | 0.04% | Add +59.7% | 48,813 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | Reduce -22.0% | 48,279 | $1.2M |
| Essential Partners LLC | 0.40% | Add +3.4% | 47,110 | $1.2M |
| Studio Investment Management LLC | 0.21% | Reduce -2.5% | 47,014 | $1.2M |
| Diligent Investors, LLC | 0.29% | Add +0.2% | 46,543 | $1.2M |
| Brookstone Capital Management | 0.01% | Reduce -12.7% | 46,091 | $1.1M |
| TD Private Client Wealth LLC | 0.02% | Add +4.0% | 46,083 | $1.1M |
| Fifth Third Securities, Inc. | 0.07% | Reduce -0.8% | 45,733 | $1.1M |
| Waycross Investment Management Co | 1.09% | No change | 45,646 | $1.1M |
| 1620 Investment Advisors, Inc. | 0.76% | No change | 45,070 | $1.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.08% | Add +1.9% | 44,728 | $1.1M |
| Madden Advisory Services, Inc. | 0.44% | Add +23.8% | 44,469 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +3.1% | 44,330 | $1.1M |
| Wealthspire Retirement, LLC | 0.07% | Add +10.7% | 44,087 | $1.1M |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -4.2% | 43,928 | $1.1M |
| GWN Securities Inc. | 0.21% | Add +0.4% | 43,586 | $1.1M |
| Advyzon Investment Management, LLC | 0.10% | Add +20.0% | 42,758 | $1.1M |
| Unify Financial Advisors | 1.10% | Reduce -1.7% | 42,269 | $1.1M |
| Horizon Financial Services, LLC | 0.46% | Reduce -18.1% | 41,482 | $1.0M |
| Integrity Wealth Advisors, Inc. | 0.61% | No change | 40,879 | $1.0M |
| New Hampshire Trust | 0.20% | Add +13.4% | 39,717 | $989K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -3.9% | 39,184 | $976K |
| Manhattan West Asset Management, LLC | 0.19% | Reduce -1.9% | 38,855 | $968K |
| Beacon Bridge Wealth Partners, LLC | 0.32% | New | 38,744 | $965K |
| Private Advisor Group, LLC | 0.00% | Add +21.7% | 38,550 | $960K |
| Trust Point Inc. | 0.08% | Add +12.2% | 38,139 | $950K |
| Avior Wealth Management, LLC | 0.03% | Add +0.4% | 38,051 | $948K |
| RCW Management, LLC | 0.96% | Add +10.0% | 37,586 | $936K |
| IHT Wealth Management, LLC | 0.02% | Reduce -4.5% | 36,872 | $918K |
| Frisch Financial Group, Inc. | 0.19% | New | 36,798 | $917K |
| Truist Financial Corp. | 0.00% | Add +105.0% | 36,652 | $913K |
| Net Worth Advisory Group | 0.18% | Add +6.4% | 35,666 | $888K |
| Fiduciary Trust Co | 0.01% | No change | 35,076 | $874K |
| Willis Johnson & Associates, Inc. | 0.05% | Reduce -37.1% | 35,067 | $874K |
| Bell Investment Advisors, Inc | 0.13% | Add +0.7% | 33,820 | $842K |
| Moors & Cabot, Inc. | 0.04% | Add +1.5% | 33,624 | $838K |
| Integrated Wealth Concepts LLC | 0.01% | Add +40.5% | 33,238 | $828K |
| Brucke Financial, Inc. | 0.42% | Reduce -3.5% | 32,849 | $818K |
| South Plains Financial, Inc. | 0.47% | Reduce -3.1% | 32,613 | $812K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 32,325 | $805K |
| OneAscent Financial Services LLC | 0.04% | Add +4.5% | 31,803 | $792K |
| Evermay Wealth Management LLC | 0.09% | Add +10.2% | 31,087 | $774K |
| Merit Financial Group, LLC | 0.01% | Reduce -6.2% | 30,627 | $763K |
| Advisory Services Network, LLC | 0.01% | New | 30,384 | $757K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -31.1% | 30,331 | $756K |
| StoneX Group Inc. | 0.04% | Reduce -31.3% | 30,015 | $748K |
| Mgo One Seven LLC | 0.01% | Add +21.8% | 29,126 | $726K |
| Red Reef Advisors LLC | 0.76% | Add +11.7% | 29,094 | $725K |
| SeaCrest Wealth Management, LLC | 0.08% | Reduce -4.2% | 29,060 | $724K |
| HighPoint Advisor Group LLC | 0.03% | Add +21.3% | 28,434 | $708K |
| M. Kulyk & Associates, LLC | 0.13% | Add +27.0% | 27,559 | $686K |
| XY Planning Network, Inc. | 0.11% | Add +23.4% | 27,413 | $680K |
| Van Strum & Towne Inc. | 0.20% | Add +10.0% | 27,245 | $679K |
| NorthRock Partners, LLC | 0.01% | Add +20.4% | 26,877 | $670K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -7.0% | 26,761 | $667K |
| Empower Advisory Group, LLC | 0.00% | Add +13.9% | 26,561 | $662K |
| Independent Advisor Alliance | 0.01% | Add +4.5% | 26,487 | $660K |
| Portland Financial Advisors Inc | 1.34% | Add +53.8% | 25,885 | $645K |
| FMR LLC | 0.00% | Add +26.9% | 24,452 | $609K |
| Sanctuary Advisors, LLC | 0.00% | Add +4.1% | 24,010 | $598K |
| Parkside Financial Bank & Trust | 0.04% | Reduce -29.3% | 23,421 | $583K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +2.6% | 22,879 | $570K |
| Family Investment Center, Inc. | 0.11% | Add +12.9% | 22,626 | $564K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -32.9% | 22,464 | $560K |
| Facet Wealth, Inc. | 0.01% | New | 22,360 | $557K |
| Vermillion Wealth Management, Inc. | 0.22% | Reduce -15.4% | 22,042 | $549K |
| Quartz Partners, LLC | 0.21% | No change | 22,013 | $548K |
| Advisors Asset Management, Inc. | 0.01% | Add +70.0% | 21,813 | $543K |
| Hexagon Capital Partners LLC | 0.08% | Reduce -4.0% | 21,571 | $537K |
| Rockbridge Investment Management, LCC | 0.05% | Add +0.2% | 21,449 | $534K |
| Mission Wealth Management, LP | 0.01% | New | 21,272 | $530K |
| Fagan Associates, Inc. | 0.07% | Reduce -2.4% | 21,157 | $527K |
| eCIO, Inc. | 0.23% | Add +4.3% | 21,107 | $526K |
| Parsons Capital Management Inc. | 0.02% | New | 21,000 | $523K |
| Twele Capital Management, Inc. | 0.09% | Add +0.5% | 20,977 | $523K |
| Flputnam Investment Management Co. | 0.01% | Reduce -42.5% | 20,596 | $513K |
| Equita Financial Network, Inc. | 0.16% | Add +12.7% | 20,256 | $505K |
| Hardin Capital Partners, LLC | 0.23% | No change | 19,706 | $491K |
| World Investment Advisors | 0.01% | Add +11.1% | 19,449 | $484K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.6% | 19,302 | $481K |
| Churchill Financial Advisors, LLC | 0.10% | Add +23.9% | 18,690 | $466K |
| Accelerate Investment Advisors LLC | 0.31% | Add +1.9% | 18,654 | $465K |
| Snowden Capital Advisors LLC | 0.01% | New | 18,639 | $464K |
| Unique Wealth Strategies, LLC | 0.19% | Add +9.6% | 18,572 | $463K |
| Pacific Capital Wealth Advisors, Inc. | 0.08% | No change | 17,969 | $448K |
| Capital Analysts, LLC | 0.01% | Add +6.5% | 17,817 | $444K |
| PFG Advisors | 0.02% | Add +1.2% | 17,823 | $444K |
| MBE Wealth Management, LLC | 0.18% | Reduce -21.0% | 17,791 | $443K |
| Kings Path Partners LLC | 0.15% | Reduce -8.7% | 17,755 | $442K |
| Signal Advisors Wealth, LLC | 0.03% | New | 17,327 | $432K |
| rebel Financial LLC | 0.19% | Add +11.4% | 17,235 | $429K |
| Leo Wealth, LLC | 0.03% | New | 17,037 | $424K |
| US Bancorp \de | 0.00% | Add +110.1% | 16,759 | $417K |
| WNY Asset Management, LLC | 0.04% | — | 16,288 | $406K |
| Integrated Advisors Network LLC | 0.02% | Reduce -2.3% | 16,280 | $406K |
| Sigma Planning Corp | 0.01% | Reduce -26.8% | 16,183 | $403K |
| TradeWell Securities, LLC. | 0.17% | New | 16,079 | $400K |
| Noble Family Wealth, LLC | 0.08% | Reduce -16.3% | 15,997 | $398K |
| J.E. Simmons & Co., P.C. | 0.27% | Reduce -6.7% | 15,933 | $397K |
| RFG Advisory, LLC | 0.01% | Reduce -1.4% | 15,543 | $387K |
| FC Advisory LLC | 0.11% | Add +0.5% | 15,303 | $381K |
| Chapin Davis, Inc. | 0.08% | No change | 14,973 | $373K |
| Note Advisors, LLC | 0.19% | No change | 14,968 | $373K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +17.0% | 14,871 | $370K |
| Compass Capital Management, Inc. | 0.02% | Reduce -8.0% | 14,824 | $369K |
| Thompson David Blair | 0.21% | No change | 14,784 | $368K |
| Lederer & Associates Investment Counsel | 0.26% | Add +0.9% | 14,528 | $362K |
| Sonoma Private Wealth LLC | 0.44% | Reduce -73.7% | 14,449 | $360K |
| Rinkey Investments | 0.09% | Reduce -8.0% | 14,251 | $355K |
| Certified Advisory Corp | 0.03% | Add +31.9% | 14,141 | $352K |
| Ethos Financial Group, LLC | 0.03% | Reduce -81.5% | 13,834 | $345K |
| Coston, McIsaac & Partners | 0.08% | Add +0.1% | 13,594 | $338K |
| Strategic Blueprint, LLC | 0.02% | Add +2.9% | 13,365 | $333K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -23.6% | 13,319 | $332K |
| Meridian Management Co. | 0.08% | Reduce -47.1% | 13,234 | $330K |
| Coastal Bridge Advisors, LLC | 0.02% | Add +3.7% | 12,884 | $321K |
| Valpey Financial Services, LLC | 0.21% | Add +0.2% | 12,813 | $319K |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.7% | 12,606 | $314K |
| L2 Asset Management, LLC | 0.03% | Add +0.3% | 12,579 | $313K |
| Simplicity Wealth,LLC | 0.02% | Reduce -71.6% | 12,458 | $310K |
| Johnson Investment Counsel Inc. | 0.00% | New | 11,912 | $297K |
| BLVD Private Wealth, LLC | 0.26% | Reduce -95.0% | 11,798 | $294K |
| Quantinno Capital Management LP | 0.00% | Add +19.4% | 11,764 | $293K |
| Bangor Savings Bank | 0.02% | Reduce -29.4% | 11,723 | $292K |
| &partners | 0.00% | New | 12,255 | $289K |
| Asset Allocation Strategies LLC | 0.05% | Add +3.8% | 11,589 | $289K |
| Evanson Asset Management, LLC | 0.02% | Add +0.6% | 11,418 | $284K |
| Roundview Capital LLC | 0.02% | Reduce -12.4% | 11,323 | $282K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -24.2% | 11,309 | $282K |
| Allen Capital Group, LLC | 0.03% | Add +40.3% | 11,299 | $281K |
| Citigroup Inc. | 0.00% | Add +21.6% | 11,293 | $281K |
| Seneschal Advisors, LLC | 0.21% | Reduce -5.0% | 11,202 | $279K |
| Patten & Patten Inc. | 0.02% | No change | 11,133 | $277K |
| Larson Financial Group LLC | 0.01% | Reduce -37.3% | 10,809 | $269K |
| Worth Asset Management, LLC | 0.10% | Reduce -50.9% | 10,592 | $264K |
| RB Capital Management, LLC | 0.06% | Add +8.4% | 10,529 | $262K |
| OneDigital Investment Advisors LLC | 0.00% | Add +21.3% | 10,503 | $262K |
| Invst, LLC | 0.03% | Reduce -5.2% | 10,365 | $258K |
| Professional Financial Management, Inc. | 0.27% | New | 10,220 | $255K |
| Legacy Edge Advisors, LLC | 0.03% | New | 10,215 | $254K |
| Verus Capital Partners, LLC | 0.02% | Add +6.3% | 10,102 | $252K |
| Chancellor Financial Group WB LP | 0.18% | Add +0.0% | 10,079 | $251K |
| Orleans Capital Management Corp. | 0.17% | No change | 10,000 | $249K |
| Transamerica Financial Advisors, LLC | 0.02% | Reduce -15.2% | 9,800 | $244K |
| Pure Financial Advisors, LLC | 0.00% | New | 9,711 | $242K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -0.1% | 9,683 | $241K |
| Seek First Inc. | 0.17% | Reduce -0.6% | 9,569 | $238K |
| Milestone Investment Advisors LLC | 0.06% | Add +119.4% | 9,522 | $237K |
| Chapman Financial Group, LLC | 0.17% | Add +8.1% | 9,350 | $233K |
| Spartan Wealth Advisory Services LLC | 0.02% | — | 9,179 | $229K |
| AQR Capital Management | 0.00% | New | 9,164 | $228K |
| Washington Trust Advisors, Inc. | 0.02% | Reduce -0.6% | 9,100 | $227K |
| MSH Capital Advisors LLC | 0.05% | New | 9,099 | $227K |
| BCS Wealth Management | 0.05% | Reduce -50.2% | 9,057 | $226K |
| Capital Management Associates, Inc | 0.05% | No change | 8,967 | $223K |
| Chicago Partners Investment Group LLC | 0.00% | New | 8,847 | $220K |
| LongView Wealth Management | 0.06% | New | 8,820 | $220K |
| Hollencrest Capital Management | 0.01% | No change | 8,780 | $219K |
| Amicus Financial Advisors, LLC | 0.06% | Add +4.0% | 8,712 | $217K |
| Modern Wealth Management, LLC | 0.00% | Reduce -23.5% | 8,633 | $214K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -27.1% | 8,532 | $213K |
| Archer Investment Management, LLC | 0.09% | Reduce -97.9% | 8,352 | $208K |
| Acropolis Investment Management, LLC | 0.01% | No change | 8,344 | $208K |
| Krilogy Financial LLC | 0.01% | Reduce -8.1% | 8,341 | $208K |
| Integrity Advisory Solutions, LLC | 0.03% | Reduce -19.7% | 8,340 | $208K |
| Nicholas Hoffman & Company, LLC. | 0.00% | New | 8,336 | $208K |
| Laurel Oak Wealth Management, LLC | 0.03% | Add +0.0% | 8,270 | $206K |
| FSB Premier Wealth Management, Inc. | 0.06% | Reduce -0.7% | 8,170 | $204K |
| Arkadios Wealth Advisors | 0.00% | Reduce -3.4% | 8,168 | $203K |
| GenTrust, LLC | 0.01% | No change | 8,150 | $203K |
| Grove Street Fiduciary, LLC | 0.09% | No change | 8,085 | $201K |
| Jacobs Equity LLC | 0.18% | New | 8,079 | $201K |
| GeoWealth Management, LLC | 0.01% | Add +388.6% | 8,013 | $200K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -2.3% | 7,992 | $199K |
| Ascentis Independent Advisors | 0.01% | New | 7,090 | $177K |
| MAI Capital Management | 0.00% | Reduce -15.3% | 6,535 | $163K |
| Caitlin John, LLC | 0.09% | No change | 6,224 | $155K |
| West Paces Advisors Inc. | 0.03% | Reduce -41.1% | 6,050 | $151K |
| Strategic Advocates LLC | 0.66% | Add +89.2% | 5,985 | $149K |
| Dorato Capital Management | 0.11% | No change | 5,871 | $146K |
| International Assets Investment Management, LLC | 0.01% | Add +1.6% | 5,754 | $143K |
| Private Wealth Management Group, LLC | 0.04% | No change | 5,680 | $141K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -3.8% | 5,616 | $140K |
| Ashton Thomas Securities, LLC | 0.02% | Reduce -1.6% | 5,543 | $138K |
| SouthState Bank Corp | 0.01% | New | 5,208 | $130K |
| Archer Investment Corp | 0.03% | Add +17.5% | 4,782 | $119K |
| Harbour Investments, Inc. | 0.00% | Add +57.5% | 4,736 | $118K |
| WFA of San Diego, LLC | 0.09% | No change | 4,730 | $118K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 4,569 | $114K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +119.4% | 4,249 | $106K |
| AE Wealth Management LLC | 0.00% | Reduce -94.4% | 4,110 | $102K |
| C M Bidwell & Associates Ltd. | 0.05% | New | 3,940 | $98K |
| Breakwater Investment Management | 0.04% | No change | 3,926 | $98K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -50.0% | 3,709 | $92K |
| Bullock Wealth Management Group | 0.04% | Add +0.3% | 3,519 | $87K |
| Cornerstone Planning Group LLC | 0.01% | Add +974.8% | 3,321 | $82K |
| Rossby Financial, LCC | 0.02% | Reduce -2.8% | 3,290 | $82K |
| PFS Partners, LLC | 0.03% | No change | 2,953 | $74K |
| Howe & Rusling Inc. | 0.00% | Reduce -48.4% | 2,727 | $68K |
| Crews Bank & Trust | 0.01% | No change | 2,687 | $67K |
| Pin Oak Investment Advisors Inc. | 0.04% | No change | 2,513 | $63K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 2,328 | $58K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -7.0% | 2,273 | $56K |
| AdvisorNet Financial, Inc | 0.00% | Add +4.6% | 2,155 | $54K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Reduce -41.0% | 1,985 | $49K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,965 | $49K |
| Valley National Advisers Inc. | 0.01% | No change | 1,690 | $42K |
| KERR FINANCIAL PLANNING Corp | 0.03% | Reduce -50.0% | 1,645 | $41K |
| United Community Bank | 0.01% | New | 1,600 | $40K |
| Rosenberg Matthew Hamilton | 0.01% | Add +14.3% | 1,570 | $39K |
| Hoey Investments, Inc. | 0.01% | Add +2.3% | 1,496 | $37K |
| Roble, Belko & Company, Inc | 0.00% | No change | 1,444 | $37K |
| Asset Dedication, LLC | 0.00% | Add +52.7% | 1,472 | $37K |
| HM Payson & Co. | 0.00% | New | 1,454 | $36K |
| NBT Bank, N.A. | 0.00% | Add +5316.0% | 1,354 | $34K |
| Robinswood Financial LLC | 0.01% | Add +0.2% | 1,316 | $33K |
| Burk Holdings LLC | 0.01% | New | 1,313 | $33K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 1,294 | $32K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +847.5% | 1,118 | $28K |
| Hamilton Point Investment Advisors, LLC | 0.00% | New | 1,100 | $27K |
| Beacon Capital Management, Inc. | 0.00% | New | 1,073 | $27K |
| Aventura Private Wealth, LLC | 0.01% | No change | 998 | $25K |
| Atlas Capital Advisors Inc. | 0.00% | New | 889 | $22K |
| Gill Capital Partners, LLC | 0.01% | New | 884 | $22K |
| MCF Advisors LLC | 0.00% | No change | 874 | $22K |
| Mather Group, Llc. | 0.00% | New | 850 | $21K |
| Synergy Investment Management, LLC | 0.01% | New | 734 | $18K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 700 | $17K |
| CDKV Holdings LLC | 0.01% | No change | 629 | $16K |
| Montag A & Associates Inc. | 0.00% | Add +0.7% | 542 | $13K |
| Bayban | 0.01% | No change | 502 | $13K |
| NFSG Corp | 0.00% | New | 500 | $12K |
| Anfield Capital Management, LLC | 0.00% | No change | 490 | $12K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 490 | $12K |
| Vanguard Advisers Inc. | 0.00% | — | 450 | $11K |
| Ballast Advisors LLC | 0.00% | Reduce -6.3% | 444 | $11K |
| Kozak & Associates, Inc. | 0.00% | New | 409 | $10K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 405 | $10K |
| GHP Investment Advisors, Inc. | 0.00% | New | 352 | $9K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 322 | $8K |
| Front Row Advisors LLC | 0.00% | No change | 300 | $7K |
| Blue Trust, Inc. | 0.00% | Reduce -84.0% | 259 | $6K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 242 | $6K |
| Hantz Financial Services, Inc. | 0.00% | Add +50.0% | 246 | $6K |
| Kennebec Savings Bank | 0.01% | Reduce -77.6% | 223 | $6K |
| Princeton Global Asset Management LLC | 0.00% | New | 200 | $5K |
| Key Capital Management, INC | 0.00% | New | 185 | $5K |
| IMA Advisory Services, Inc. | 0.00% | No change | 184 | $5K |
| Pacifica Partners Inc. | 0.00% | No change | 180 | $4K |
| Investors Research Corp | 0.00% | No change | 180 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 167 | $4K |
| JPL Wealth Management, LLC | 0.00% | New | 163 | $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 |
| Main Street Group, LTD | 0.00% | New | 145 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 143 | $4K |
| Creative Capital Management Investments LLC | 0.00% | New | 140 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 136 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 121 | $3K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -90.1% | 120 | $3K |
| AlphaCore Capital LLC | 0.00% | No change | 120 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 116 | $3K |
| Financial Management Professionals, Inc. | 0.00% | No change | 110 | $3K |
| Key Financial Inc | 0.00% | Reduce -93.5% | 98 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 86 | $2K |
| Wiser Advisor Group LLC | 0.00% | Reduce -39.9% | 86 | $2K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 80 | $2K |
| Kingdom Financial Group LLC. | 0.00% | New | 80 | $2K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 58 | $1K |
| Portus Wealth Advisors, LLC | 0.00% | New | 57 | $1K |
| Lodestone Wealth Management LLC | 0.00% | No change | 56 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 50 | $1K |
| Kilter Group LLC | 0.00% | No change | 47 | $1K |
| Glassman Wealth Services | 0.00% | New | 36 | $897 |
| Tucker Asset Management LLC | 0.00% | Add +13.3% | 34 | $847 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 33 | $823 |
| Root Financial Partners, LLC | 0.00% | Reduce -23.3% | 23 | $573 |
| FAS Wealth Partners, Inc. | 0.00% | Add +5.0% | 21 | $513 |
| Sunbelt Securities, Inc. | 0.00% | New | 18 | $450 |
| Solstein Capital, LLC | 0.00% | No change | 18 | $448 |
| Grey Ledge Advisors, LLC | 0.00% | New | 11 | $277 |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 10 | $249 |
| Private Wealth Asset Management, LLC | 0.00% | New | 10 | $249 |
| Biltmore Family Office, LLC | 0.00% | New | 8 | $199 |
| Wagner Wealth Management, LLC | 0.00% | No change | 6 | $158 |
| Signature Resources Capital Management, LLC | 0.00% | New | 5 | $125 |
| Meramec Financial Planners, LLC | 0.00% | New | 3 | $66 |
| Activest Wealth Management | 0.00% | New | 1 | $25 |
| 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.