Schwab Intermediate-Term USSCHRETF
13F holders, Q2 2026 (June 30)506holders −7
46new positions
49sold out
4famous investors
$24.64avg. 13F price*
At the end of Q2 2026, 506 institutions reported holding Schwab Intermediate-Term US (SCHR) in their 13F filings, down 7 from Q1 2026. 46 opened new positions and 49 sold out. The largest holders were Charles Schwab Investment Management Inc. ($6.5B), Royal Bank of Canada ($461.9M) and Ameriprise Financial Inc. ($334.0M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $204.0M |
| Exits | 49 | $115.3M |
All 13F filers, Q1 2026 → Q2 2026: 44,100,704 shares bought and 14,784,249 shares sold, net +29,316,455 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 506 holders
| Charles Schwab Investment Management Inc. | 0.86% | Add +5.6% | 263,437,179 | $6.5B |
| Royal Bank of Canada | 0.08% | Add +8.1% | 18,731,210 | $461.9M |
| Ameriprise Financial Inc. | 0.07% | Add +1.3% | 13,544,801 | $334.0M |
| Envestnet Asset Management Inc. | 0.06% | Add +103.7% | 9,469,330 | $233.5M |
| Stifel Financial Corp. | 0.14% | Reduce -12.5% | 6,666,844 | $164.4M |
| JPMorgan Chase & Co. | 0.01% | Add +6.1% | 6,339,063 | $156.8M |
| Alliancebernstein L.P. | 0.05% | New | 5,800,038 | $144.5M |
| Bank of America Corp. | 0.01% | Reduce -13.5% | 5,354,373 | $132.0M |
| Exchange Traded Concepts, LLC | 0.59% | Add +15.3% | 4,862,662 | $119.9M |
| Cornerstone Wealth Advisors, Inc. | 21.29% | Add +3.2% | 4,120,062 | $101.6M |
| Moisand Fitzgerald Tamayo, LLC | 9.81% | Add +4.5% | 4,074,314 | $100.5M |
| LPL Financial LLC | 0.02% | Add +85.0% | 3,926,926 | $96.8M |
| Pacific Sage Partners, LLC | 13.47% | Add +10.2% | 3,835,408 | $94.6M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +18.0% | 3,049,531 | $74.7M |
| Empowered Funds, LLC | 0.37% | Add +48.0% | 2,862,224 | $70.3M |
| Crane Advisory, LLC | 10.02% | Add +1.9% | 2,844,705 | $69.8M |
| Wells Fargo & Company | 0.01% | Add +90.3% | 2,724,707 | $67.2M |
| Resonant Capital Advisors, LLC | 3.18% | Reduce -10.0% | 2,700,741 | $66.6M |
| Avidian Wealth Enterprises, LLC | 1.68% | Add +2.9% | 2,450,348 | $60.4M |
| Clearstead Advisors, LLC | 0.48% | Add +6.3% | 2,077,660 | $51.2M |
| FLC Capital Advisors | 7.23% | Add +10.0% | 1,788,067 | $44.1M |
| Baird Financial Group, Inc. | 0.06% | Add +18.6% | 1,714,671 | $42.3M |
| Morgan Stanley | 0.00% | Reduce -7.8% | 1,669,051 | $41.2M |
| DAVENPORT & Co LLC | 0.21% | Add +8.8% | 1,637,058 | $40.4M |
| MML Investors Services, LLC | 0.08% | Add +331.0% | 1,626,073 | $40.1M |
| High Probability Advisors, LLC | 4.15% | Add +23.7% | 1,574,348 | $38.8M |
| Cerity Partners LLC | 0.05% | Reduce -19.6% | 1,550,382 | $38.2M |
| Cetera Investment Advisers | 0.03% | Add +33.4% | 1,536,279 | $37.9M |
| Advisory Alpha, LLC | 0.92% | Reduce -0.2% | 1,527,811 | $37.7M |
| Beacon Wealthcare LLC | 11.36% | Add +2.0% | 1,437,622 | $35.5M |
| Foster & Motley Inc. | 1.60% | Add +23.4% | 1,408,799 | $34.7M |
| Hapanowicz & Associates Financial Services, Inc | 10.72% | Reduce -0.0% | 1,397,019 | $34.5M |
| WestHill Financial Advisors, Inc. | 5.42% | Add +4.5% | 1,290,103 | $31.8M |
| First National Trust Co | 1.03% | Reduce -1.2% | 1,232,504 | $30.4M |
| Galvin, Gaustad & Stein, LLC | 2.05% | Add +3.6% | 1,113,660 | $27.5M |
| Your Advocates Ltd., LLP | 7.47% | Add +5.6% | 1,059,412 | $26.1M |
| Jones Financial Companies LLLP | 0.01% | Add +8.2% | 999,811 | $24.7M |
| Summit Financial, LLC | 0.26% | Add +6.4% | 975,260 | $24.0M |
| Tradition Wealth Management, LLC | 1.44% | Add +5.2% | 956,897 | $23.6M |
| HC Advisors, LLC | 13.46% | Reduce -0.0% | 899,393 | $22.2M |
| Allworth Financial LP | 0.09% | Reduce -3.4% | 859,244 | $21.2M |
| Waverly Advisors, LLC | 0.12% | Add +6.0% | 842,589 | $20.8M |
| Savant Capital, LLC | 0.06% | Add +783.5% | 818,221 | $20.1M |
| Creative Planning | 0.01% | Reduce -13.3% | 789,075 | $19.5M |
| Morton Brown Family Wealth, LLC | 4.27% | Add +8.7% | 762,960 | $18.8M |
| SWS Partners | 3.92% | Add +2.4% | 736,384 | $18.2M |
| Downshift Financial, LLC | 8.13% | Add +7.1% | 726,438 | $17.9M |
| Altiora Financial Group, LLC | 2.67% | Add +5.3% | 687,514 | $17.0M |
| UBS Group AG | 0.00% | Add +4.6% | 678,451 | $16.7M |
| Kathmere Capital Management, LLC | 0.85% | Add +23.4% | 647,199 | $16.0M |
| Perigon Wealth Management, LLC | 0.25% | Add +8.2% | 641,573 | $15.8M |
| Arax Advisory Partners | 0.10% | New | 633,193 | $15.6M |
| Madison Asset Management, LLC | 0.18% | Reduce -20.1% | 623,073 | $15.4M |
| Walker Financial Services, Inc. | 4.56% | Add +13.1% | 597,458 | $14.7M |
| WorthPointe, LLC | 3.53% | Add +2.3% | 569,571 | $14.0M |
| Bank of Montreal | 0.01% | Add +7.3% | 560,068 | $13.8M |
| Franklin Resources Inc. | 0.00% | Add +0.2% | 540,148 | $13.3M |
| Kelly Financial Services LLC | 2.78% | Add +53.1% | 527,022 | $13.0M |
| Fiduciary Alliance LLC | 0.85% | Add +1.0% | 510,479 | $12.6M |
| Tidal Investments LLC | 0.03% | Add +3.8% | 507,102 | $12.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -5.4% | 506,242 | $12.5M |
| Holcombe Financial, Inc. | 7.05% | Reduce -1.0% | 506,177 | $12.5M |
| Clarity Wealth Development LLC | 6.88% | Add +13.1% | 502,374 | $12.4M |
| Foundation Wealth Management, LLC\PA | 3.60% | Add +5.6% | 484,135 | $11.9M |
| Vestmark Advisory Solutions, Inc. | 0.11% | New | 475,171 | $11.7M |
| Advocate Group LLC | 1.76% | Add +10.4% | 474,914 | $11.7M |
| White Pine Investment CO | 2.49% | Add +3.2% | 474,217 | $11.7M |
| Attessa Capital LLC | 4.99% | Add +6.8% | 450,916 | $11.1M |
| Walkner Condon Financial Advisors LLC | 1.28% | Reduce -0.5% | 450,208 | $11.1M |
| Raymond James Financial Inc. | 0.00% | Add +6.4% | 449,292 | $11.1M |
| Oakwell Private Wealth Management, LLC | 1.81% | Add +2.0% | 441,905 | $10.9M |
| Diversify Advisory Services, LLC | 0.18% | New | 435,160 | $10.6M |
| Diversify Wealth Management, LLC | 0.18% | Reduce -66.1% | 435,160 | $10.6M |
| Park Avenue Securities LLC | 0.07% | Add +326.6% | 426,837 | $10.5M |
| Integrity Alliance, Llc. | 0.33% | Add +57.9% | 419,809 | $10.4M |
| Cadia Private Client LLC | 7.31% | Add +0.7% | 413,093 | $10.2M |
| Blake Schutter Theil Wealth Advisors, LLC | 6.60% | Add +12.4% | 395,554 | $9.8M |
| Darrow Company, Inc. | 3.67% | Add +1.8% | 384,310 | $9.5M |
| Hidden Cove Wealth Management, LLC | 5.17% | Reduce -0.1% | 380,346 | $9.4M |
| Savvy Advisors, Inc. | 0.20% | Add +8.7% | 379,058 | $9.3M |
| One Degree Advisors Inc | 2.08% | Reduce -45.7% | 379,789 | $9.3M |
| Susquehanna International Group, LLP | 0.01% | Add +144.0% | 377,107 | $9.3M |
| Thrivent Financial for Lutherans | 0.02% | Add +240.7% | 371,692 | $9.2M |
| Osaic Holdings, Inc. | 0.01% | Add +12.2% | 369,893 | $9.1M |
| Benjamin Edwards Inc. | 0.08% | Add +3.2% | 363,473 | $9.0M |
| Bulwark Capital Corp | 5.01% | Reduce -0.1% | 360,679 | $8.9M |
| Act Two Investors LLC | 1.77% | Add +1.3% | 354,554 | $8.7M |
| Centric Wealth Management | 1.35% | No change | 351,983 | $8.7M |
| BlackRock, Inc. | 0.00% | Reduce -11.5% | 346,927 | $8.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +24.2% | 344,360 | $8.5M |
| Cloud Capital Management, LLC | 3.06% | Reduce -4.4% | 340,018 | $8.4M |
| Valmark Advisers, Inc. | 0.09% | Add +0.1% | 338,161 | $8.3M |
| Tennessee Valley Asset Management Partners | 0.91% | Add +1.1% | 334,196 | $8.2M |
| Maridea Wealth Management LLC | 0.88% | Add +10.8% | 326,838 | $8.1M |
| Destiny Wealth Partners, LLC | 1.13% | Reduce -19.8% | 329,251 | $8.0M |
| Sentinel Pension Advisors, LLC | 1.04% | Add +4.9% | 323,780 | $7.9M |
| Dock Street Asset Management Inc. | 0.73% | Add +1.6% | 321,384 | $7.9M |
| Focus Partners Wealth | 0.01% | Add +5.0% | 316,775 | $7.8M |
| Vident Advisory, LLC | 0.06% | Reduce -29.9% | 301,507 | $7.4M |
| L.K. Benson & Company, P.C. | 2.18% | Add +1.6% | 293,466 | $7.2M |
| Payne Capital LLC | 6.03% | Reduce -0.3% | 293,454 | $7.2M |
| Foundations Investment Advisors, LLC | 0.07% | Add +6.7% | 281,773 | $6.9M |
| SIMA Wealth Partners, LLC | 4.90% | Reduce -4.1% | 280,499 | $6.9M |
| Stillwater Private Wealth, LLC | 4.47% | Add +245.0% | 280,763 | $6.9M |
| A4 Wealth Advisors LLC | 4.56% | Add +316.1% | 273,845 | $6.8M |
| Vise Technologies, Inc. | 0.08% | Add +134.3% | 272,221 | $6.7M |
| Cooke Wealth Management, LLC | 5.43% | Add +2.5% | 269,027 | $6.6M |
| Myecfo, LLC | 2.36% | Add +6.6% | 253,261 | $6.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +4.3% | 252,944 | $6.2M |
| Captrust Financial Advisors | 0.01% | Add +2.5% | 251,565 | $6.2M |
| Keystone Global Partners, LLC | 2.22% | Reduce -23.4% | 236,424 | $5.8M |
| Refined Wealth Management | 3.47% | Add +2.2% | 233,476 | $5.8M |
| Independent Solutions Wealth Management, LLC | 0.74% | Add +5.4% | 230,818 | $5.7M |
| Harvest Portfolios Group Inc. | 0.08% | Reduce -25.6% | 227,487 | $5.6M |
| Heritage Wealth Management, Inc. | 2.77% | Add +4.5% | 225,147 | $5.6M |
| Christensen, King & Associates Investment Services, Inc. | 2.14% | Reduce -1.7% | 218,102 | $5.4M |
| Farrow Financial, Inc. | 2.85% | Add +33.1% | 216,288 | $5.3M |
| Jane Street Group, LLC | 0.00% | Add +125.6% | 213,450 | $5.3M |
| WT Wealth Management | 1.42% | Add +4.8% | 208,643 | $5.1M |
| Modus Advisors, LLC | 1.24% | Add +2.9% | 202,957 | $5.0M |
| Citigroup Inc. | 0.00% | Add +1693.6% | 202,551 | $5.0M |
| Hilltop Partners LLC | 1.18% | Add +9.7% | 197,785 | $4.9M |
| Mariner, LLC | 0.01% | Reduce -42.9% | 196,921 | $4.9M |
| Libra Wealth LLC | 1.22% | Reduce -4.1% | 193,674 | $4.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +89.2% | 192,892 | $4.8M |
| Inspire Advisors, LLC | 0.33% | Add +4.2% | 192,564 | $4.7M |
| Upper Left Wealth Management, LLC | 2.61% | Add +8.5% | 190,807 | $4.7M |
| Ieq Capital, LLC | 0.02% | Add +7.7% | 183,194 | $4.5M |
| SYM FINANCIAL Corp | 0.35% | Add +2.0% | 176,450 | $4.4M |
| W.H. Cornerstone Investments Inc. | 2.42% | Reduce -15.1% | 173,179 | $4.3M |
| Ausdal Financial Partners, Inc. | 0.17% | Add +3.4% | 172,242 | $4.2M |
| Renaissance Technologies | 0.01% | Add +31.3% | 170,300 | $4.2M |
| BlueSky Wealth Advisors, LLC | 0.48% | Add +192.1% | 169,040 | $4.2M |
| North Forty Two & Co. | 3.48% | Reduce -0.4% | 166,172 | $4.1M |
| Farther Finance Advisors, LLC | 0.03% | Add +0.5% | 165,686 | $4.1M |
| Code Waechter LLC | 2.08% | Reduce -24.6% | 162,866 | $4.0M |
| Hutchinson Capital Management | 0.69% | Add +34.3% | 162,823 | $4.0M |
| Claro Advisors Inc. | 0.42% | Add +26.0% | 161,338 | $4.0M |
| Inman Jager Wealth Management, LLC | 2.08% | Add +5.7% | 158,148 | $3.9M |
| Creative Financial Designs Inc. | 0.18% | Add +12.0% | 151,499 | $3.7M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +398.0% | 151,051 | $3.7M |
| Salem Investment Counselors Inc. | 0.09% | Add +37.0% | 148,507 | $3.7M |
| Sellwood Investment Partners LLC | 1.29% | Add +111.5% | 148,267 | $3.7M |
| WBH Advisory Inc. | 0.24% | Add +103.6% | 145,877 | $3.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.7% | 139,375 | $3.4M |
| Blair William & Co. | 0.01% | Add +3.1% | 132,995 | $3.3M |
| GMO | 0.01% | Add +14.9% | 130,628 | $3.2M |
| Meitav Investment House Ltd. | 0.02% | New | 130,790 | $3.2M |
| Spectrum Asset Management, Inc. (NB/CA) | 0.89% | Reduce -6.2% | 130,560 | $3.2M |
| Principal Securities, Inc. | 0.04% | Add +27.6% | 130,073 | $3.2M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +6.3% | 128,838 | $3.2M |
| Noble Wealth Partners LLC | 2.74% | — | 127,847 | $3.2M |
| GTS Securities LLC | 0.07% | New | 126,305 | $3.1M |
| Fermata Advisors, LLC | 0.62% | Add +24.6% | 125,125 | $3.1M |
| Csenge Advisory Group | 0.12% | Reduce -18.8% | 121,952 | $3.0M |
| Williams Financial, LLC | 1.54% | Add +7.6% | 121,041 | $3.0M |
| Simplicity Wealth,LLC | 0.10% | Add +863.7% | 120,056 | $3.0M |
| Assetmark, Inc. | 0.01% | Reduce -17.1% | 119,389 | $2.9M |
| Kelly Financial Group LLC | 0.65% | Add +6.2% | 118,832 | $2.9M |
| Collaborative Fund Advisors, LLC | 1.70% | New | 118,692 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +8.9% | 118,567 | $2.9M |
| Leavell Investment Management, Inc. | 0.11% | Add +13.8% | 118,393 | $2.9M |
| Mendota Financial Group, LLC | 1.76% | Add +13.6% | 115,172 | $2.8M |
| Pflug Koory, LLC | 1.12% | Add +0.6% | 113,892 | $2.8M |
| Hendershot Investments Inc. | 0.36% | Add +0.1% | 111,589 | $2.8M |
| Tran Capital Management, L.P. | 0.31% | Reduce -4.9% | 109,300 | $2.7M |
| WealthCare Investment Partners, LLC | 0.65% | Reduce -27.0% | 109,091 | $2.7M |
| Johnson Financial Group, LLC | 0.14% | Add +16.1% | 108,430 | $2.7M |
| GenWealth Group, Inc. | 0.39% | Add +1.4% | 101,498 | $2.5M |
| Addison Advisors LLC | 1.18% | Reduce -22.9% | 101,040 | $2.5M |
| SCS Capital Management LLC | 0.02% | Reduce -15.1% | 100,217 | $2.5M |
| Lanark Financial, Inc. | 0.17% | Add +23.7% | 99,956 | $2.5M |
| Empirical Asset Management, LLC | 0.55% | Add +12.2% | 98,159 | $2.4M |
| Stratos Wealth Advisors, LLC | 0.13% | Add +2.0% | 97,821 | $2.4M |
| Barden Capital Management, Inc. | 2.21% | Reduce -0.8% | 97,034 | $2.4M |
| Greenline Partners, LLC | 0.24% | Add +5.4% | 96,707 | $2.4M |
| Tortoise Investment Management, LLC | 0.18% | Add +47.8% | 95,958 | $2.4M |
| Betterment LLC | 0.00% | Add +18.9% | 95,790 | $2.4M |
| Passive Capital Management, LLC. | 0.73% | Add +3.8% | 92,914 | $2.3M |
| Spire Wealth Management | 0.07% | Reduce -9.0% | 91,879 | $2.3M |
| Charles Schwab Trust Co | 0.12% | Add +4.4% | 89,774 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Add +1.9% | 88,552 | $2.2M |
| National Bank of Canada | 0.00% | Add +1.6% | 88,054 | $2.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.8% | 84,968 | $2.1M |
| Fifth Third Bancorp | 0.00% | Reduce -9.0% | 83,846 | $2.1M |
| Columbus Macro, LLC | 0.20% | Reduce -2.6% | 82,617 | $2.0M |
| Nova R Wealth, Inc. | 0.58% | Reduce -0.4% | 80,003 | $2.0M |
| Hartline Investment Corp./ | 0.17% | No change | 79,700 | $2.0M |
| Kaizen Financial Strategies | 0.77% | Reduce -9.0% | 78,995 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -29.9% | 78,097 | $1.9M |
| MilWealth Group LLC | 0.41% | No change | 77,302 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +221.4% | 77,173 | $1.9M |
| Stableford Capital II LLC | 0.64% | Reduce -65.1% | 74,848 | $1.8M |
| NorthRock Partners, LLC | 0.03% | Add +176.4% | 74,296 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Add +3.0% | 73,947 | $1.8M |
| Mendel Capital Management LLC | 0.82% | Reduce -0.7% | 73,905 | $1.8M |
| Pure Financial Advisors, LLC | 0.02% | Add +655.8% | 73,393 | $1.8M |
| IFP Advisors, Inc | 0.03% | Add +20.7% | 71,320 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | New | 70,866 | $1.7M |
| Successful Portfolios LLC | 0.81% | Add +2.7% | 70,741 | $1.7M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.2% | 69,991 | $1.7M |
| Focus Financial Network, Inc. | 0.05% | Reduce -5.9% | 69,072 | $1.7M |
| World Investment Advisors | 0.03% | Add +241.3% | 66,379 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +194.2% | 66,080 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +31.9% | 64,652 | $1.6M |
| Evermay Wealth Management LLC | 0.16% | Add +103.9% | 63,377 | $1.6M |
| MFG Wealth Management, Inc. | 1.10% | Add +3.7% | 62,481 | $1.5M |
| Flow Traders U.S. LLC | 0.06% | Reduce -72.1% | 62,200 | $1.5M |
| Compound Planning, Inc. | 0.04% | Add +5.2% | 61,871 | $1.5M |
| Fifth Third Securities, Inc. | 0.09% | Add +33.6% | 61,106 | $1.5M |
| Integrated Wealth Concepts LLC | 0.01% | Add +74.9% | 58,124 | $1.4M |
| Commerce Bank | 0.01% | No change | 58,073 | $1.4M |
| Old Mission Capital LLC | 0.04% | New | 57,117 | $1.4M |
| Studio Investment Management LLC | 0.24% | Add +21.1% | 56,923 | $1.4M |
| Brookstone Capital Management | 0.01% | Add +19.2% | 54,921 | $1.4M |
| McAdam, LLC | 0.05% | Reduce -89.0% | 54,779 | $1.4M |
| True Link Financial Advisors, LLC | 0.08% | Add +2.9% | 53,016 | $1.3M |
| Asset Management Group, Inc. | 0.19% | Reduce -1.2% | 52,690 | $1.3M |
| Comprehensive Wealth Management, LLC | 0.59% | Reduce -3.8% | 52,454 | $1.3M |
| Essential Partners LLC | 0.59% | Add +9.9% | 51,782 | $1.3M |
| Wealthgarden F.S. LLC | 0.72% | Reduce -0.1% | 51,679 | $1.3M |
| TD Private Client Wealth LLC | 0.02% | Add +10.0% | 50,710 | $1.3M |
| Adams Wealth Management | 0.24% | Reduce -54.5% | 50,623 | $1.2M |
| CacheTech Inc. | 0.20% | Reduce -54.5% | 50,623 | $1.2M |
| Eagle Strategies LLC | 0.12% | Reduce -4.4% | 50,437 | $1.2M |
| Belpointe Asset Management LLC | 0.04% | Reduce -3.7% | 48,877 | $1.2M |
| JDM Financial Group LLC | 0.40% | Reduce -46.7% | 46,928 | $1.2M |
| Koshinski Asset Management, Inc. | 0.06% | Add +6.8% | 46,897 | $1.2M |
| Waycross Investment Management Co | 0.86% | No change | 45,646 | $1.1M |
| Moors & Cabot, Inc. | 0.04% | Add +35.7% | 45,638 | $1.1M |
| Mgo One Seven LLC | 0.02% | Add +54.2% | 44,915 | $1.1M |
| Madden Advisory Services, Inc. | 0.39% | Reduce -0.0% | 44,463 | $1.1M |
| Wealthspire Retirement, LLC | 0.06% | Add +0.6% | 44,357 | $1.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.07% | Reduce -1.0% | 44,300 | $1.1M |
| GWN Securities Inc. | 0.18% | Add +1.1% | 44,060 | $1.1M |
| Frisch Financial Group, Inc. | 0.19% | Add +19.1% | 43,828 | $1.1M |
| CreativeOne Wealth, LLC | 0.02% | Reduce -84.5% | 42,628 | $1.1M |
| Unify Financial Advisors | 0.94% | Reduce -1.9% | 41,471 | $1.0M |
| Brucke Financial, Inc. | 0.45% | Add +25.5% | 41,218 | $1.0M |
| Broussard Financial Group LLC | 0.81% | New | 41,020 | $1.0M |
| Hexagon Capital Partners LLC | 0.14% | Add +89.9% | 40,962 | $1.0M |
| RCW Management, LLC | 0.89% | Add +7.2% | 40,282 | $993K |
| Parkside Financial Bank & Trust | 0.07% | Add +70.5% | 39,943 | $985K |
| Diligent Investors, LLC | 0.22% | Reduce -15.2% | 39,468 | $973K |
| Trust Point Inc. | 0.08% | Add +3.3% | 39,406 | $972K |
| Trivium Point Advisory, LLC | 0.09% | New | 39,144 | $965K |
| Avior Wealth Management, LLC | 0.02% | Add +0.3% | 38,152 | $941K |
| 1620 Investment Advisors, Inc. | 0.58% | Reduce -15.6% | 38,040 | $938K |
| Manhattan West Asset Management, LLC | 0.16% | Reduce -2.4% | 37,930 | $935K |
| Innova Wealth Partners | 0.39% | New | 37,754 | $931K |
| Cresset Asset Management, LLC | 0.00% | New | 36,573 | $902K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.5% | 36,448 | $899K |
| NewEdge Advisors, LLC | 0.00% | Reduce -25.0% | 36,201 | $893K |
| Beverly Hills Private Wealth, LLC | 0.17% | Reduce -53.9% | 35,973 | $887K |
| XY Planning Network, Inc. | 0.11% | Add +29.7% | 35,557 | $877K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -9.8% | 35,357 | $872K |
| Fiduciary Trust Co | 0.01% | No change | 35,076 | $865K |
| IHT Wealth Management, LLC | 0.02% | Reduce -6.8% | 34,362 | $847K |
| Advyzon Investment Management, LLC | 0.06% | Reduce -19.8% | 34,311 | $846K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +23.6% | 33,070 | $816K |
| Merit Financial Group, LLC | 0.01% | Add +5.5% | 32,312 | $797K |
| Stokes Family Office, LLC | 0.09% | Reduce -96.8% | 32,128 | $792K |
| CoreCap Advisors, LLC | 0.02% | Reduce -34.7% | 31,878 | $786K |
| Willis Johnson & Associates, Inc. | 0.04% | Reduce -10.1% | 31,533 | $778K |
| OneAscent Financial Services LLC | 0.04% | Reduce -5.6% | 30,025 | $740K |
| Regal Investment Advisors LLC | 0.04% | New | 30,016 | $740K |
| Horizon Financial Services, LLC | 0.28% | Reduce -28.2% | 29,784 | $734K |
| Independent Advisor Alliance | 0.02% | Add +10.6% | 29,298 | $722K |
| Advisors Asset Management, Inc. | 0.01% | Add +34.3% | 29,286 | $722K |
| Intelligence Driven Advisers, LLC | 0.12% | Reduce -98.2% | 28,973 | $714K |
| Phil A. Younker & Associates, Ltd. | 0.48% | Reduce -64.1% | 28,888 | $712K |
| Red Reef Advisors LLC | 0.65% | Reduce -1.6% | 28,633 | $706K |
| Empower Advisory Group, LLC | 0.00% | Add +6.9% | 28,405 | $700K |
| TradeWell Securities, LLC. | 0.25% | Add +76.4% | 28,365 | $699K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -1.0% | 28,157 | $694K |
| Portland Financial Advisors Inc | 1.26% | Add +8.1% | 27,982 | $690K |
| New Hampshire Trust | 0.13% | Reduce -29.9% | 27,856 | $687K |
| Snowden Capital Advisors LLC | 0.02% | Add +48.7% | 27,720 | $684K |
| Van Strum & Towne Inc. | 0.18% | No change | 27,245 | $672K |
| Strategic Blueprint, LLC | 0.03% | Add +102.9% | 27,119 | $669K |
| Quantinno Capital Management LP | 0.00% | Add +110.0% | 24,699 | $609K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -24.4% | 24,421 | $602K |
| Quartz Partners, LLC | 0.19% | Add +7.3% | 23,618 | $582K |
| Midwest Trust Co | 0.01% | Reduce -95.3% | 23,607 | $582K |
| Twele Capital Management, Inc. | 0.09% | Add +10.0% | 23,081 | $569K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -20.8% | 23,013 | $568K |
| Family Investment Center, Inc. | 0.09% | Add +1.0% | 22,848 | $563K |
| Keyvantage Wealth, LLC | 0.21% | Reduce -78.5% | 22,091 | $545K |
| Roundview Capital LLC | 0.03% | Add +94.5% | 22,019 | $543K |
| FMR LLC | 0.00% | Reduce -10.9% | 21,784 | $537K |
| Corient Private Wealth LP | 0.00% | Reduce -51.3% | 21,590 | $532K |
| Rockbridge Investment Management, LCC | 0.04% | Add +0.3% | 21,510 | $530K |
| eCIO, Inc. | 0.15% | Add +1.1% | 21,336 | $526K |
| Mission Wealth Management, LP | 0.01% | No change | 21,272 | $525K |
| Churchill Financial Advisors, LLC | 0.10% | Add +12.0% | 20,931 | $516K |
| Citadel Advisors | 0.00% | Reduce -66.5% | 20,887 | $515K |
| Fagan Associates, Inc. | 0.06% | Reduce -1.6% | 20,827 | $514K |
| Flputnam Investment Management Co. | 0.01% | Reduce -0.3% | 20,534 | $506K |
| Silverlake Wealth Management LLC | 0.10% | New | 20,410 | $503K |
| Equita Financial Network, Inc. | 0.14% | No change | 20,256 | $500K |
| Signal Advisors Wealth, LLC | 0.03% | Add +14.3% | 19,812 | $489K |
| Mutual Advisors, LLC | 0.01% | Add +2.2% | 19,721 | $486K |
| M. Kulyk & Associates, LLC | 0.08% | Reduce -28.6% | 19,663 | $485K |
| Accelerate Investment Advisors LLC | 0.27% | Add +0.5% | 18,747 | $462K |
| Hardin Capital Partners, LLC | 0.21% | Reduce -5.1% | 18,706 | $462K |
| Unique Wealth Strategies, LLC | 0.17% | Add +0.7% | 18,692 | $461K |
| Kings Path Partners LLC | 0.12% | Add +2.9% | 18,268 | $450K |
| MBE Wealth Management, LLC | 0.16% | Add +2.3% | 18,196 | $449K |
| Pacific Capital Wealth Advisors, Inc. | 0.07% | No change | 17,969 | $443K |
| Vermillion Wealth Management, Inc. | 0.11% | Reduce -18.8% | 17,891 | $441K |
| Transamerica Financial Advisors, LLC | 0.04% | Add +82.2% | 17,859 | $440K |
| Parsons Capital Management Inc. | 0.02% | Reduce -16.1% | 17,617 | $434K |
| Capital Analysts, LLC | 0.01% | Reduce -3.0% | 17,288 | $426K |
| Valpey Financial Services, LLC | 0.25% | Add +30.6% | 16,739 | $413K |
| PFG Advisors | 0.02% | Reduce -7.2% | 16,546 | $408K |
| Virginia Estate & Retirement Planning Advisors Inc. | 0.49% | New | 404,337 | $404K |
| Integrated Advisors Network LLC | 0.02% | No change | 16,280 | $401K |
| WNY Asset Management, LLC | 0.04% | Reduce -0.5% | 16,208 | $400K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +41.5% | 16,003 | $395K |
| Noble Family Wealth, LLC | 0.07% | No change | 15,997 | $394K |
| J.E. Simmons & Co., P.C. | 0.22% | No change | 15,933 | $393K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +6.3% | 15,805 | $390K |
| RFG Advisory, LLC | 0.01% | Reduce -0.1% | 15,534 | $383K |
| FC Advisory LLC | 0.10% | Add +0.7% | 15,414 | $380K |
| EP Wealth Advisors, LLC | 0.00% | New | 15,155 | $374K |
| Note Advisors, LLC | 0.16% | No change | 14,968 | $369K |
| Bell Investment Advisors, Inc | 0.05% | Reduce -55.9% | 14,915 | $368K |
| Chapin Davis, Inc. | 0.06% | Reduce -1.0% | 14,827 | $366K |
| Thompson David Blair | 0.18% | No change | 14,784 | $365K |
| Facet Wealth, Inc. | 0.01% | Reduce -34.3% | 14,687 | $362K |
| Sonoma Private Wealth LLC | 0.38% | No change | 14,449 | $356K |
| Rinkey Investments | 0.08% | No change | 14,251 | $351K |
| Lederer & Associates Investment Counsel | 0.23% | Reduce -2.1% | 14,225 | $351K |
| Professional Financial Management, Inc. | 0.35% | Add +38.3% | 14,135 | $349K |
| GeoWealth Management, LLC | 0.01% | Add +74.9% | 14,017 | $346K |
| Compass Capital Management, Inc. | 0.02% | Reduce -5.7% | 13,981 | $345K |
| Seneschal Advisors, LLC | 0.23% | Add +23.8% | 13,865 | $342K |
| Advisory Services Network, LLC | 0.00% | Reduce -55.5% | 13,534 | $334K |
| LongView Wealth Management | 0.09% | Add +53.3% | 13,520 | $333K |
| Transmarket Holdings LP | 0.24% | New | 13,229 | $326K |
| Coastal Bridge Advisors, LLC | 0.02% | Add +2.2% | 13,169 | $325K |
| Meridian Management Co. | 0.07% | Reduce -1.6% | 13,029 | $321K |
| Sigma Planning Corp | 0.01% | Reduce -19.8% | 12,980 | $320K |
| Krilogy Financial LLC | 0.01% | Add +53.8% | 12,825 | $316K |
| Coston, McIsaac & Partners | 0.06% | Reduce -5.8% | 12,810 | $315K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 12,748 | $314K |
| L2 Asset Management, LLC | 0.03% | Add +1.0% | 12,703 | $313K |
| R2 Capital Strategies, LLC | 0.14% | — | 12,364 | $305K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 11,912 | $294K |
| Spartan Wealth Advisory Services LLC | 0.02% | Add +29.4% | 11,879 | $293K |
| Allen Capital Group, LLC | 0.02% | Add +5.0% | 11,860 | $292K |
| StoneX Group Inc. | 0.01% | Reduce -60.6% | 11,814 | $291K |
| Fragasso Financial Advisors Inc | 0.02% | New | 11,692 | $288K |
| Evanson Financial, LLC | 0.01% | — | 11,530 | $284K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.6% | 11,523 | $284K |
| Asset Allocation Strategies LLC | 0.04% | Reduce -0.8% | 11,495 | $283K |
| Venture Visionary Partners LLC | 0.01% | New | 11,367 | $280K |
| RB Capital Management, LLC | 0.06% | Add +7.7% | 11,339 | $280K |
| Patten & Patten Inc. | 0.01% | No change | 11,133 | $275K |
| Strategic Advocates LLC | 1.05% | Add +84.3% | 11,033 | $272K |
| OneDigital Investment Advisors LLC | 0.00% | Add +4.7% | 10,991 | $271K |
| Larson Financial Group LLC | 0.01% | Add +0.5% | 10,859 | $268K |
| Whelan Financial | 0.07% | New | 10,845 | $267K |
| US Bancorp \de | 0.00% | Reduce -35.4% | 10,823 | $267K |
| Invst, LLC | 0.03% | Add +4.4% | 10,817 | $267K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -19.4% | 10,732 | $265K |
| Legacy Edge Advisors, LLC | 0.02% | Add +5.1% | 10,732 | $265K |
| Thompson Siegel & Walmsley LLC | 0.00% | New | 10,651 | $263K |
| Chapman Financial Group, LLC | 0.17% | Add +12.8% | 10,550 | $260K |
| Advisor Resource Council | 0.08% | New | 10,310 | $254K |
| Verus Capital Partners, LLC | 0.01% | No change | 10,102 | $249K |
| Orleans Capital Management Corp. | 0.13% | No change | 10,000 | $247K |
| Bangor Savings Bank | 0.02% | Reduce -15.1% | 9,958 | $246K |
| John W. Brooker & Co., CPAs | 0.29% | New | 9,772 | $241K |
| Anchor Bay Capital, Inc. | 0.13% | — | 9,598 | $234K |
| Compass Financial Management LLC | 0.03% | — | 9,460 | $233K |
| Milestone Investment Advisors LLC | 0.05% | Reduce -1.1% | 9,421 | $232K |
| RDA Financial Network | 0.05% | New | 9,365 | $231K |
| SouthState Bank Corp | 0.01% | Add +77.9% | 9,266 | $229K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -4.5% | 9,252 | $228K |
| AQR Capital Management | 0.00% | Add +0.6% | 9,218 | $227K |
| Chancellor Financial Group WB LP | 0.14% | Reduce -9.0% | 9,168 | $226K |
| Modern Wealth Management, LLC | 0.00% | Add +5.8% | 9,131 | $225K |
| BCS Wealth Management | 0.04% | Add +0.8% | 9,130 | $225K |
| Washington Trust Advisors, Inc. | 0.02% | Reduce -1.9% | 8,925 | $220K |
| Integrity Advisory Solutions, LLC | 0.02% | Add +4.9% | 8,749 | $216K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 8,675 | $215K |
| CGC Financial Services, LLC | 0.05% | New | 8,680 | $214K |
| Kilter Group LLC | 0.08% | Add +18304.3% | 8,650 | $213K |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 0.07% | — | 8,537 | $211K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.2% | 8,427 | $208K |
| MSH Capital Advisors LLC | 0.04% | Reduce -7.9% | 8,379 | $207K |
| Seek First Inc. | 0.13% | Reduce -12.4% | 8,378 | $207K |
| Acropolis Investment Management, LLC | 0.01% | No change | 8,344 | $206K |
| Laurel Oak Wealth Management, LLC | 0.03% | Reduce -0.9% | 8,192 | $202K |
| FSB Premier Wealth Management, Inc. | 0.06% | No change | 8,170 | $201K |
| GenTrust, LLC | 0.01% | No change | 8,150 | $201K |
| Aptus Capital Advisors, LLC | 0.00% | Add +237.5% | 7,856 | $194K |
| Global Retirement Partners, LLC | 0.00% | — | 7,686 | $190K |
| Caitlin John, LLC | 0.08% | No change | 6,224 | $153K |
| Hollencrest Capital Management | 0.01% | Reduce -32.4% | 5,935 | $146K |
| Dorato Capital Management | 0.10% | No change | 5,871 | $144K |
| International Assets Investment Management, LLC | 0.01% | Add +1.1% | 5,820 | $143K |
| Private Wealth Management Group, LLC | 0.03% | No change | 5,680 | $140K |
| Smartleaf Asset Management LLC | 0.00% | No change | 5,616 | $139K |
| AdvisorNet Financial, Inc | 0.01% | Add +153.2% | 5,456 | $135K |
| Fiduciary Financial Advisors | 0.01% | New | 5,219 | $129K |
| Harbour Investments, Inc. | 0.00% | Add +7.0% | 5,068 | $125K |
| West Paces Advisors Inc. | 0.02% | Reduce -16.9% | 5,030 | $124K |
| Rossby Financial, LCC | 0.02% | Add +52.0% | 5,001 | $123K |
| Cassaday & Co Wealth Management LLC | 0.00% | Add +4.6% | 4,778 | $118K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +10.0% | 4,672 | $115K |
| Ashton Thomas Securities, LLC | 0.02% | Reduce -15.8% | 4,670 | $115K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -42.0% | 4,639 | $114K |
| Networth Advisors, LLC | 0.06% | New | 4,400 | $109K |
| Archer Investment Corp | 0.02% | Reduce -8.4% | 4,382 | $108K |
| AE Wealth Management LLC | 0.00% | Add +3.6% | 4,258 | $105K |
| C M Bidwell & Associates Ltd. | 0.04% | No change | 3,940 | $97K |
| JPL Wealth Management, LLC | 0.02% | Add +2202.4% | 3,753 | $93K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 3,709 | $91K |
| Bullock Wealth Management Group | 0.04% | Add +0.2% | 3,525 | $87K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -99.3% | 3,137 | $77K |
| Breakwater Investment Management | 0.03% | Reduce -22.8% | 3,032 | $75K |
| PFS Partners, LLC | 0.03% | No change | 2,953 | $73K |
| Crews Bank & Trust | 0.01% | Add +8.9% | 2,927 | $72K |
| Robinswood Financial LLC | 0.02% | Add +121.4% | 2,914 | $72K |
| Pin Oak Investment Advisors Inc. | 0.04% | No change | 2,513 | $62K |
| IFG Advisory, LLC | 0.00% | New | 2,274 | $56K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,273 | $56K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Add +1.0% | 2,005 | $49K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,965 | $48K |
| Hamilton Point Investment Advisors, LLC | 0.01% | Add +74.5% | 1,920 | $47K |
| Howe & Rusling Inc. | 0.00% | Reduce -34.5% | 1,787 | $44K |
| Valley National Advisers Inc. | 0.00% | No change | 1,690 | $42K |
| KERR FINANCIAL PLANNING Corp | 0.05% | No change | 1,645 | $41K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 1,570 | $39K |
| Parallel Advisors, LLC | 0.00% | New | 1,496 | $37K |
| Key Capital Management, INC | 0.02% | Add +700.5% | 1,481 | $37K |
| Hoey Investments, Inc. | 0.00% | Reduce -2.2% | 1,463 | $36K |
| Roble, Belko & Company, Inc | 0.00% | No change | 1,444 | $36K |
| HM Payson & Co. | 0.00% | No change | 1,454 | $36K |
| Angeles Wealth Management, LLC | 0.00% | New | 1,419 | $35K |
| Burk Holdings LLC | 0.01% | Reduce -12.9% | 1,143 | $28K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 1,118 | $28K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -15.2% | 1,098 | $27K |
| Aventura Private Wealth, LLC | 0.01% | No change | 998 | $25K |
| Asset Dedication, LLC | 0.00% | Reduce -34.5% | 964 | $24K |
| Gill Capital Partners, LLC | 0.01% | No change | 884 | $22K |
| MCF Advisors LLC | 0.00% | Add +0.1% | 875 | $22K |
| NBT Bank, N.A. | 0.00% | Reduce -45.9% | 732 | $18K |
| Mather Group, Llc. | 0.00% | Reduce -16.6% | 709 | $17K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 700 | $17K |
| CDKV Holdings LLC | 0.01% | No change | 629 | $16K |
| LifeSteps Financial, Inc. | 0.01% | New | 562 | $14K |
| Bayban | 0.01% | No change | 502 | $12K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 490 | $12K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -85.5% | 480 | $12K |
| Signature Equity Partners, LLC | 0.01% | New | 469 | $12K |
| Ballast Advisors LLC | 0.00% | No change | 444 | $11K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 405 | $10K |
| CrossGen Wealth, LLC | 0.01% | New | 374 | $9K |
| Anchor Investment Management, LLC | 0.00% | New | 349 | $9K |
| Front Row Advisors LLC | 0.00% | No change | 300 | $7K |
| Mosley Wealth Management | 0.00% | New | 272 | $7K |
| Community Financial Services Group, LLC | 0.00% | New | 232 | $6K |
| Princeton Global Asset Management LLC | 0.00% | No change | 200 | $5K |
| Rothschild Investment LLC | 0.00% | Add +23.3% | 185 | $5K |
| IMA Advisory Services, Inc. | 0.00% | No change | 184 | $5K |
| Pacifica Partners Inc. | 0.00% | No change | 180 | $4K |
| Vanguard Advisers Inc. | 0.00% | Reduce -61.1% | 175 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 167 | $4K |
| Simplex Trading, LLC | 0.00% | New | 166 | $4K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -33.3% | 164 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 158 | $4K |
| Grey Ledge Advisors, LLC | 0.00% | Add +1327.3% | 157 | $4K |
| Main Street Group, LTD | 0.00% | No change | 145 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 143 | $4K |
| Murphy & Mullick Capital Management Corp | 0.00% | Reduce -57.8% | 136 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 136 | $3K |
| Harborfront Financial Group LLC | 0.01% | — | 124 | $3K |
| Topsail Wealth Management, LLC | 0.00% | New | 122 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 121 | $3K |
| Armstrong Advisory Group, Inc. | 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 |
| Ameritas Investment Partners, Inc. | 0.00% | New | 98 | $2K |
| AlphaCore Capital LLC | 0.00% | Reduce -21.7% | 94 | $2K |
| Wiser Advisor Group LLC | 0.00% | Add +1.2% | 87 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 86 | $2K |
| CENTRAL TRUST Co | 0.00% | New | 71 | $2K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 58 | $1K |
| Continuum Advisory, LLC | 0.00% | New | 58 | $1K |
| Lodestone Wealth Management LLC | 0.00% | No change | 56 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 50 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | New | 40 | $986 |
| Glassman Wealth Services | 0.00% | No change | 36 | $888 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 33 | $814 |
| Meramec Financial Planners, LLC | 0.00% | Add +866.7% | 29 | $697 |
| Basepoint Wealth LLC | 0.00% | New | 23 | $569 |
| Solstein Capital, LLC | 0.00% | No change | 18 | $444 |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 10 | $247 |
| Wagner Wealth Management, LLC | 0.00% | No change | 6 | $158 |
| Signature Resources Capital Management, LLC | 0.00% | No change | 5 | $123 |
| Activest Wealth Management | 0.00% | No change | 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.