Schwab US Aggregate Bond ETFSCHZETF
13F holders, Q1 2024 (March 31)569holders
3famous investors
$45.98avg. 13F price*
At the end of Q1 2024, 569 institutions reported holding Schwab US Aggregate Bond ETF (SCHZ) in their 13F filings. The largest holders were Charles Schwab Investment Management Inc. ($1.5B), JPMorgan Chase & Co. ($205.9M) and Avantax Planning Partners, Inc. ($165.4M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Schwab US Aggregate Bond ETF
- CUSIP
- 808524839
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $42.6M |
| Exits | 52 | $238.1M |
Ownership 569 holders
| Charles Schwab Investment Management Inc. | 0.34% | Add +19.9% | 32,160,624 | $1.5B |
| JPMorgan Chase & Co. | 0.02% | Add +14.6% | 4,475,699 | $205.9M |
| Avantax Planning Partners, Inc. | 5.36% | Add +20.0% | 3,594,821 | $165.4M |
| Ameriprise Financial Inc. | 0.03% | Reduce -3.9% | 2,561,540 | $117.7M |
| Financial Engines Advisors L.L.C. | 0.26% | Reduce -0.9% | 2,487,072 | $114.4M |
| Rockbridge Investment Management, LCC | 16.40% | Add +8.6% | 2,433,774 | $112.0M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -5.5% | 2,221,562 | $102.2M |
| Wealth Enhancement Advisory Services, LLC | 0.22% | Reduce -12.4% | 1,855,663 | $85.4M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -30.8% | 1,735,371 | $79.8M |
| OneDigital Investment Advisors LLC | 1.21% | Reduce -9.4% | 1,676,446 | $77.1M |
| McAdam, LLC | 4.80% | Add +6.4% | 1,627,201 | $74.9M |
| HighTower Advisors, LLC | 0.11% | Add +3.2% | 1,415,010 | $65.1M |
| Charles Schwab Trust Co | 6.14% | Add +20.6% | 1,409,246 | $64.8M |
| Destination Wealth Management | 1.83% | Reduce -52.8% | 1,194,990 | $55.0M |
| Total Wealth Planning, LLC | 9.06% | Add +17.1% | 1,145,355 | $52.7M |
| Hengehold Capital Management LLC | 4.77% | Add +2.4% | 971,965 | $44.7M |
| Kohmann Bosshard Financial Services, LLC | 5.25% | Add +11.9% | 819,938 | $37.7M |
| Horst & Graben Wealth Management LLC | 6.54% | Add +1.2% | 698,302 | $32.1M |
| Mariner, LLC | 0.06% | Add +64.9% | 658,287 | $30.3M |
| KilterHowling LLC | 21.02% | Add +2.6% | 650,705 | $29.9M |
| TruNorth Capital Management, LLC | 9.21% | — | 580,878 | $26.7M |
| Theory Financial LLC | 13.54% | Reduce -0.8% | 578,135 | $26.6M |
| Sequoia Financial Advisors, LLC | 0.33% | Add +1.0% | 573,490 | $26.4M |
| Mercer Global Advisors Inc. | 0.07% | Reduce -4.5% | 554,035 | $26.1M |
| Towercrest Capital Management | 4.14% | Add +1.7% | 533,012 | $24.5M |
| Alliance Wealth Management Group | 6.99% | Add +1.6% | 517,757 | $23.8M |
| Morgan Stanley | 0.00% | Reduce -13.9% | 515,758 | $23.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.53% | Reduce -1.3% | 505,353 | $23.2M |
| Financial Life Advisors | 9.67% | Add +5.3% | 502,646 | $23.1M |
| Bank of America Corp. | 0.00% | Reduce -24.8% | 491,396 | $22.6M |
| Austin Private Wealth, LLC | 2.52% | Add +12.6% | 481,564 | $21.9M |
| Mokosak Advisory Group, LLC | 7.09% | Add +9.4% | 466,632 | $21.5M |
| TSA Wealth Managment LLC | 8.87% | Add +10.0% | 442,519 | $20.4M |
| Plum Street Advisors, LLC | 10.22% | Add +38.5% | 424,701 | $20.2M |
| United Capital Financial Advisors, LLC | 0.15% | Reduce -4.7% | 391,258 | $18.0M |
| Tenret Co LLC | 11.13% | Add +9.1% | 343,168 | $15.8M |
| Cetera Investment Advisers | 0.04% | Add +16.7% | 339,486 | $15.6M |
| One Wealth Advisors, LLC | 2.68% | Add +10.7% | 334,803 | $15.4M |
| FAS Wealth Partners, Inc. | 1.30% | Add +0.4% | 320,085 | $14.7M |
| CW Advisors, LLC | 0.25% | Add +2.9% | 308,510 | $14.2M |
| Larson Financial Group LLC | 1.09% | Reduce -4.2% | 306,288 | $14.1M |
| Pioneer Wealth Management Group | 7.57% | Reduce -37.9% | 288,019 | $13.2M |
| Revolve Wealth Partners, LLC | 2.21% | Add +3.6% | 281,529 | $13.0M |
| AlphaStar Capital Management, LLC | 1.30% | Reduce -71.2% | 275,551 | $12.7M |
| Mutual Advisors, LLC | 0.40% | Add +22.9% | 272,580 | $12.5M |
| Members Advisory Group LLC | 6.70% | Reduce -5.6% | 256,955 | $11.8M |
| Moneta Group Investment Advisors LLC | 0.19% | Add +0.0% | 252,222 | $11.6M |
| Christensen, King & Associates Investment Services, Inc. | 5.79% | Add +1.0% | 251,873 | $11.6M |
| FFG Retirement Advisors LLC | 7.91% | New | 244,129 | $11.2M |
| Bond & Devick Financial Network, Inc. | 6.00% | Add +2.6% | 240,620 | $11.1M |
| Waterford Advisors, LLC | 4.61% | Add +0.1% | 236,323 | $10.9M |
| Columbus Macro, LLC | 4.02% | Reduce -9.9% | 230,246 | $10.6M |
| Avantax Advisory Services, Inc. | 0.09% | Add +16.9% | 228,069 | $10.5M |
| Apriem Advisors | 1.32% | Add +2885.6% | 227,648 | $10.5M |
| Jones Financial Companies LLLP | 0.01% | Add +11.1% | 226,430 | $10.4M |
| Myecfo, LLC | 6.01% | Add +0.7% | 222,893 | $10.3M |
| JMG Financial Group, Ltd. | 0.38% | Reduce -0.9% | 216,561 | $10.0M |
| Leavell Investment Management, Inc. | 0.57% | Reduce -0.5% | 215,487 | $9.9M |
| Blue Trust, Inc. | 0.14% | Add +64.8% | 215,180 | $9.9M |
| Pinnacle Wealth Management, LLC | 10.21% | Reduce -4.6% | 212,889 | $9.8M |
| LPL Financial LLC | 0.01% | Reduce -2.8% | 210,457 | $9.7M |
| Vantage Financial Partners, LLC | 2.57% | Add +1.1% | 207,570 | $9.5M |
| Kickstand Ventures, Llc. | 2.66% | Add +2.8% | 204,088 | $9.4M |
| Cypress Wealth Services, LLC | 2.18% | Add +15.6% | 203,377 | $9.4M |
| Integrated Wealth Concepts LLC | 0.13% | Add +8.8% | 201,502 | $9.3M |
| James J. Burns & Company, LLC | 3.19% | Reduce -29.2% | 200,633 | $9.1M |
| Creative Planning | 0.01% | Reduce -8.2% | 197,821 | $9.1M |
| WealthShield Partners, LLC | 1.46% | Add +63.6% | 196,122 | $9.0M |
| Osaic Holdings, Inc. | 0.02% | Reduce -37.9% | 195,195 | $9.0M |
| Beacon Bridge Wealth Partners, LLC | 4.16% | Add +1.6% | 191,431 | $8.8M |
| Waverly Advisors, LLC | 0.21% | Add +149.9% | 190,432 | $8.8M |
| Freestone Capital Holdings, LLC | 0.33% | Reduce -8.0% | 189,479 | $8.7M |
| Old Mission Capital LLC | 0.21% | New | 186,330 | $8.6M |
| MorganRosel Wealth Management, LLC | 3.05% | Reduce -37.0% | 185,735 | $8.5M |
| Waycross Investment Management Co | 7.82% | Add +15.4% | 182,396 | $8.4M |
| Ethos Financial Group, LLC | 1.59% | Add +7.9% | 180,326 | $8.3M |
| UBS Group AG | 0.00% | Add +38.4% | 170,421 | $7.8M |
| Northwest Investment Counselors, LLC | 1.89% | Add +5.3% | 168,491 | $7.8M |
| Focus Financial Network, Inc. | 0.37% | — | 169,133 | $7.6M |
| Raymond James & Associates | 0.01% | Add +10.8% | 162,786 | $7.5M |
| Callan Capital, LLC | 0.64% | Reduce -1.0% | 159,484 | $7.3M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +2.6% | 157,254 | $7.2M |
| AE Wealth Management LLC | 0.08% | Add +15.0% | 157,229 | $7.2M |
| Kaizen Financial Strategies | 4.88% | Add +9.7% | 155,720 | $7.2M |
| Security Financial Services, INC. | 1.60% | Add +37.5% | 153,974 | $7.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -4.8% | 149,412 | $6.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -65.5% | 148,871 | $6.8M |
| Robertson Stephens Wealth Management, LLC | 0.37% | Add +13.8% | 148,199 | $6.8M |
| Clay Northam Wealth Management, LLC | 5.46% | Add +5.2% | 147,343 | $6.8M |
| Schneider Downs Wealth Management Advisors, LP | 1.53% | Reduce -17.5% | 143,875 | $6.6M |
| Cedar Brook Financial Partners, LLC | 1.30% | Add +31.6% | 143,066 | $6.6M |
| Independent Solutions Wealth Management, LLC | 1.54% | Add +7.3% | 140,777 | $6.5M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -8.8% | 140,470 | $6.5M |
| Merit Financial Group, LLC | 0.15% | Add +39.7% | 142,952 | $6.5M |
| Fifth Third Securities, Inc. | 0.62% | Add +105.8% | 139,347 | $6.4M |
| Daymark Wealth Partners, LLC | 0.34% | Add +29.4% | 139,212 | $6.4M |
| Marotta Asset Management | 1.32% | Add +1.2% | 138,631 | $6.4M |
| Bogart Wealth, LLC | 0.32% | Reduce -1.1% | 133,823 | $6.2M |
| Affinity Capital Advisors, LLC | 1.36% | Add +46.4% | 132,424 | $6.1M |
| Client 1ST Advisory Group, LLC | 2.71% | Add +1.4% | 130,986 | $6.0M |
| Wakefield Asset Management LLLP | 2.06% | Add +4.0% | 129,276 | $5.9M |
| TNF LLC | 2.34% | Add +0.5% | 131,750 | $5.9M |
| Reston Wealth Management LLC | 2.39% | Add +8.3% | 127,802 | $5.9M |
| Mayflower Financial Advisors, LLC | 0.97% | Add +3.9% | 126,094 | $5.8M |
| Forthright Family Wealth Advisory LLC | 3.88% | Add +22.7% | 125,786 | $5.8M |
| SigFig Wealth Management, LLC | 0.21% | Add +8.3% | 163,371 | $5.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +35.0% | 121,494 | $5.6M |
| Bluespring Wealth Management, LLC | 0.61% | Add +1.7% | 120,647 | $5.5M |
| Tempus Wealth Planning, LLC | 2.37% | Add +21.4% | 117,019 | $5.4M |
| Friedenthal Financial | 3.25% | Reduce -3.3% | 114,756 | $5.3M |
| Guggenheim Capital LLC | 0.04% | No change | 113,005 | $5.2M |
| Curi Capital, LLC | 0.12% | New | 112,537 | $5.2M |
| Northeast Financial Group, Inc. | 2.27% | Add +16.1% | 111,751 | $5.1M |
| Phillips Financial Management, LLC | 0.41% | Add +16.8% | 108,896 | $5.0M |
| ETF Store, Inc. | 2.84% | Add +17.9% | 108,240 | $5.0M |
| Retirement Planning Group, LLC | 0.38% | Add +2.1% | 107,761 | $5.0M |
| Peak Financial Management, Inc. | 1.56% | Add +5.8% | 106,897 | $4.9M |
| My Legacy Advisors, LLC | 1.64% | Add +14.0% | 106,442 | $4.9M |
| Summit Financial Strategies, Inc. | 0.67% | Add +2.0% | 104,931 | $4.8M |
| Clearview Wealth Advisors LLC | 4.91% | Add +165.3% | 104,560 | $4.8M |
| Advisor OS, LLC | 0.54% | Add +0.4% | 102,694 | $4.7M |
| IFP Advisors, Inc | 0.21% | Add +10.0% | 102,620 | $4.7M |
| Krilogy Financial LLC | 0.36% | Add +0.1% | 101,497 | $4.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.3% | 99,425 | $4.6M |
| MML Investors Services, LLC | 0.02% | Add +2.2% | 98,405 | $4.5M |
| Creative Financial Designs Inc. | 0.42% | Add +11.1% | 96,732 | $4.4M |
| Patriot Investment Management Group, Inc. | 0.34% | Reduce -0.8% | 94,708 | $4.4M |
| Tradition Wealth Management, LLC | 0.44% | Add +1465.9% | 94,108 | $4.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.13% | Add +7.2% | 91,428 | $4.2M |
| All Season Financial Advisors, Inc. | 3.38% | Reduce -15.5% | 88,754 | $4.1M |
| Wealthspire Retirement, LLC | 0.35% | Reduce -29.2% | 88,075 | $4.1M |
| Marshall Financial Group Inc. | 1.32% | Add +3.7% | 87,207 | $4.0M |
| Harbour Investments, Inc. | 0.14% | Reduce -9.5% | 86,429 | $4.0M |
| Curtis Advisory Group, LLC | 1.53% | Add +22.3% | 86,164 | $4.0M |
| WealthPLAN Partners, LLC | 0.40% | Add +4.1% | 84,214 | $3.9M |
| Guardian Financial Partners, LLC | 2.62% | Add +9.3% | 83,205 | $3.8M |
| Sightline Wealth Advisors, LLC | 2.50% | Add +103.5% | 82,470 | $3.8M |
| Prudential Financial Inc. | 0.01% | Add +164.9% | 81,072 | $3.7M |
| Bfsg, LLC | 0.49% | Add +2.6% | 80,375 | $3.7M |
| Avior Wealth Management, LLC | 0.17% | Add +1.6% | 79,706 | $3.7M |
| HC Advisors, LLC | 1.74% | Add +6.4% | 79,485 | $3.7M |
| ProVise Management Group, LLC | 0.32% | Reduce -27.7% | 79,240 | $3.6M |
| Apeiron RIA LLC | 1.04% | Reduce -5.2% | 77,990 | $3.6M |
| Breakwater Investment Management | 1.62% | — | 76,748 | $3.5M |
| Syon Capital LLC | 0.33% | No change | 75,562 | $3.5M |
| Janiczek Wealth Management, LLC | 0.74% | Add +13.1% | 75,133 | $3.5M |
| Stratos Wealth Advisors, LLC | 0.20% | Reduce -22.9% | 75,029 | $3.5M |
| Chesapeake Wealth Management | 1.25% | Add +0.2% | 74,808 | $3.4M |
| Atria Investments, Inc | 0.05% | Add +6.5% | 72,771 | $3.3M |
| Wealthspire Advisors, LLC | 0.04% | Reduce -18.6% | 72,318 | $3.3M |
| Cerity Partners LLC | 0.01% | Reduce -98.3% | 72,057 | $3.3M |
| NYL Investors LLC | 0.12% | Add +9.5% | 71,700 | $3.3M |
| AdvisorNet Financial, Inc | 0.31% | Reduce -0.1% | 70,505 | $3.2M |
| OneAscent Financial Services LLC | 0.35% | Reduce -4.8% | 68,868 | $3.2M |
| RKL Wealth Management LLC | 0.31% | Add +1.9% | 67,802 | $3.1M |
| Grey Fox Wealth Advisors, LLC | 1.15% | Reduce -1.2% | 66,413 | $3.1M |
| Omega Financial Group, LLC | 1.23% | Add +2.5% | 65,497 | $3.0M |
| Emergent Wealth Advisors, LLC | 2.59% | Reduce -10.4% | 63,967 | $3.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -16.0% | 65,226 | $3.0M |
| Seneca Financial Advisors LLC | 1.53% | Reduce -15.9% | 62,546 | $2.9M |
| Ancora Advisors LLC | 0.06% | Reduce -3.7% | 60,002 | $2.8M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +85.1% | 59,893 | $2.8M |
| Leading Edge Financial Planning LLC | 1.20% | Reduce -2.4% | 58,839 | $2.7M |
| Mission Creek Capital Partners, Inc. | 0.70% | Reduce -27.8% | 58,306 | $2.7M |
| Cooper/Haims Advisors, LLC | 1.55% | Reduce -50.9% | 58,065 | $2.7M |
| Lodestar Private Asset Management LLC | 0.38% | Reduce -15.3% | 57,848 | $2.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -64.7% | 57,656 | $2.7M |
| Bangor Savings Bank | 0.27% | Add +49.7% | 56,862 | $2.6M |
| Strategic Blueprint, LLC | 0.18% | Reduce -14.9% | 56,310 | $2.6M |
| Firethorn Wealth Partners, LLC | 1.50% | Add +9.2% | 55,181 | $2.5M |
| Blue Barn Wealth, LLC | 1.41% | Reduce -0.6% | 55,050 | $2.5M |
| Avidian Wealth Enterprises, LLC | 0.13% | Reduce -5.8% | 54,169 | $2.5M |
| Ascent Group, LLC | 0.22% | Add +34.6% | 53,744 | $2.5M |
| Global Retirement Partners, LLC | 0.09% | Reduce -14.6% | 52,818 | $2.4M |
| Financial Designs Corp | 1.58% | New | 52,059 | $2.4M |
| AlphaQ Advisors LLC | 1.43% | Add +2.1% | 51,592 | $2.4M |
| VanderPol Investments L.L.C. | 6.77% | Add +7.5% | 51,311 | $2.4M |
| MN Wealth Advisors, LLC | 1.45% | Add +12.0% | 50,865 | $2.3M |
| Redwood Investment Management, LLC | 0.22% | Add +34.1% | 50,222 | $2.3M |
| Smart Money Group LLC | 0.89% | Reduce -20.7% | 51,504 | $2.3M |
| Park Avenue Securities LLC | 0.03% | Reduce -12.2% | 49,580 | $2.3M |
| Kades & Cheifetz LLC | 1.45% | Add +0.9% | 49,333 | $2.3M |
| Curbstone Financial Management Corp | 0.48% | Add +5.4% | 48,750 | $2.2M |
| Sutton Place Investors LLC | 1.11% | Add +59.2% | 48,630 | $2.2M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Reduce -16.7% | 47,872 | $2.2M |
| Main Street Financial Solutions, LLC | 0.23% | New | 47,201 | $2.2M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -2.6% | 46,648 | $2.1M |
| CreativeOne Wealth, LLC | 0.08% | Add +3.2% | 45,662 | $2.1M |
| Revisor Wealth Management LLC | 0.93% | Add +851.5% | 44,646 | $2.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.33% | Add +19.4% | 44,554 | $2.0M |
| Independent Financial Group, LLC | 0.09% | Add +9.8% | 44,436 | $2.0M |
| Valley Forge Investment Consultants Inc. Adv | 0.79% | Add +4.1% | 43,827 | $2.0M |
| Brookstone Capital Management | 0.04% | Reduce -7.6% | 43,676 | $2.0M |
| Gen-Wealth Partners Inc | 0.98% | — | 42,822 | $2.0M |
| Eagle Harbor Asset Management Inc. | 2.06% | Reduce -3.1% | 49,560 | $1.9M |
| Nwam LLC | 0.15% | Add +7.8% | 42,271 | $1.9M |
| Cedar Wealth Management, LLC | 0.63% | Add +5.1% | 41,676 | $1.9M |
| NBT Bank, N.A. | 0.14% | Add +0.1% | 41,415 | $1.9M |
| Captrust Financial Advisors | 0.01% | Reduce -8.6% | 41,114 | $1.9M |
| Ballast Advisors LLC | 0.64% | Reduce -3.4% | 40,991 | $1.9M |
| Transform Wealth, LLC | 0.18% | Add +23.4% | 40,625 | $1.9M |
| SeaCrest Wealth Management, LLC | 0.22% | Add +0.2% | 39,918 | $1.8M |
| Midwest Financial Group LLC | 1.21% | Add +0.1% | 39,281 | $1.8M |
| Corrigan Financial, Inc. | 0.46% | Reduce -37.3% | 39,113 | $1.8M |
| Compass Financial Group, INC | 0.42% | Add +20.5% | 38,985 | $1.8M |
| Retirement Group, LLC | 0.63% | Reduce -14.1% | 38,351 | $1.8M |
| Valmark Advisers, Inc. | 0.03% | Add +4.4% | 38,016 | $1.7M |
| Signal Advisors Wealth, LLC | 0.43% | Reduce -2.7% | 37,812 | $1.7M |
| Faithward Advisors, LLC | 0.32% | Add +10.0% | 37,746 | $1.7M |
| Maripau Wealth Management LLC | 1.29% | Reduce -3.6% | 37,477 | $1.7M |
| CVA Family Office, LLC | 0.30% | Add +26.6% | 36,724 | $1.7M |
| Csenge Advisory Group | 0.09% | Add +17.6% | 36,681 | $1.7M |
| Red Tortoise LLC | 0.93% | Add +69.2% | 36,267 | $1.7M |
| Cherry Tree Wealth Management, LLC | 0.42% | Add +5.8% | 36,218 | $1.7M |
| Graves Light Lenhart Wealth, Inc. | 0.19% | Reduce -10.1% | 35,892 | $1.7M |
| WBH Advisory Inc. | 0.17% | Reduce -2.2% | 35,804 | $1.6M |
| Eley Financial Management, Inc | 0.67% | Add +3.4% | 33,856 | $1.6M |
| Bcwm, LLC | 0.53% | Add +3.9% | 33,775 | $1.6M |
| Bush Investment Group, LLC | 1.37% | Reduce -0.5% | 33,751 | $1.6M |
| Oldfather Financial Services, LLC | 0.64% | Add +1.0% | 33,540 | $1.5M |
| Mendel Capital Management LLC | 1.01% | Add +2.6% | 33,138 | $1.5M |
| Lincoln National Corp. | 0.02% | Add +2.1% | 32,830 | $1.5M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | Reduce -2.2% | 32,655 | $1.5M |
| Hoxton Planning & Management, LLC | 0.69% | Reduce -9.9% | 31,472 | $1.4M |
| Smart Portfolios, LLC | 1.52% | New | 31,305 | $1.4M |
| OMC Financial Services LTD | 0.71% | — | 30,550 | $1.4M |
| Cahill Financial Advisors Inc. | 0.19% | Add +0.0% | 30,475 | $1.4M |
| C M Bidwell & Associates Ltd. | 0.95% | Add +11.7% | 30,275 | $1.4M |
| Bigelow Investment Advisors, LLC | 0.68% | Reduce -3.9% | 30,092 | $1.4M |
| Koshinski Asset Management, Inc. | 0.14% | Reduce -9.3% | 30,006 | $1.4M |
| Avion Wealth | 0.37% | Add +7.5% | 29,860 | $1.4M |
| HHM Wealth Advisors, LLC | 0.22% | Add +24.4% | 29,467 | $1.4M |
| Range Financial Group LLC | 0.70% | Add +15.3% | 29,442 | $1.4M |
| Alaska Wealth Advisors, LLC | 0.20% | Reduce -0.3% | 29,365 | $1.4M |
| Adamsbrown Wealth Consultants LLC | 0.54% | Add +6.1% | 29,104 | $1.3M |
| Sterling Investment Management, LLC | 0.93% | Reduce -0.9% | 28,802 | $1.3M |
| Exchange Capital Management, Inc. | 0.21% | Reduce -1.6% | 28,695 | $1.3M |
| LexAurum Advisors, LLC | 0.33% | Reduce -4.0% | 28,622 | $1.3M |
| Oarsman Capital, Inc. | 0.31% | New | 28,023 | $1.3M |
| Hill Island Financial LLC | 0.42% | Add +8.5% | 27,980 | $1.3M |
| Transcend Capital Advisors, LLC | 0.10% | Add +4.9% | 27,963 | $1.3M |
| Manchester Financial Inc. | 0.34% | Add +0.2% | 27,923 | $1.3M |
| Clear Creek Financial Management, LLC | 0.16% | Add +2.0% | 27,893 | $1.3M |
| LVW Advisors, LLC | 0.22% | Reduce -9.6% | 27,830 | $1.3M |
| Vertex Planning Partners, LLC | 0.35% | Add +26.9% | 27,645 | $1.3M |
| World Investment Advisors | 0.18% | Add +303.1% | 27,626 | $1.3M |
| Blossom Wealth Management | 3.01% | Add +0.3% | 27,222 | $1.3M |
| Betterment LLC | 0.00% | Add +8.9% | 27,181 | $1.3M |
| Econ Financial Services Corp | 0.76% | Reduce -24.1% | 26,577 | $1.2M |
| Orcam Financial Group | 1.33% | Reduce -7.2% | 26,495 | $1.2M |
| Bowman & Co S.C. | 0.74% | Add +1.4% | 26,483 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Add +3.8% | 26,349 | $1.2M |
| Lathrop Investment Management Co. | 0.23% | Reduce -1.6% | 25,908 | $1.2M |
| W Advisors, LLC | 0.81% | Reduce -0.1% | 25,738 | $1.2M |
| True North Advisors, LLC | 0.32% | Add +62.9% | 25,456 | $1.2M |
| Lido Advisors, LLC | 0.01% | Reduce -41.4% | 25,104 | $1.2M |
| Modera Wealth Management, LLC | 0.02% | Add +3.3% | 25,063 | $1.2M |
| Twele Capital Management, Inc. | 0.26% | Add +6.8% | 25,028 | $1.2M |
| Great Waters Wealth Management | 0.19% | Add +4.4% | 24,979 | $1.1M |
| FirstPurpose Wealth LLC | 0.40% | Reduce -10.8% | 24,593 | $1.1M |
| Townsquare Capital LLC | 0.02% | New | 24,044 | $1.1M |
| Visionary Wealth Advisors | 0.07% | Reduce -5.2% | 23,862 | $1.1M |
| Farther Finance Advisors, LLC | 0.07% | Reduce -26.8% | 24,106 | $1.1M |
| ACR Alpine Capital Research, LLC | 0.03% | Add +17.5% | 23,764 | $1.1M |
| Burt Wealth Advisors | 0.27% | Add +0.6% | 23,439 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -8.7% | 23,383 | $1.1M |
| D L Carlson Investment Group Inc. | 0.21% | Reduce -5.8% | 23,072 | $1.1M |
| Coordinated Financial Services, Inc. | 0.93% | — | 22,750 | $1.0M |
| Western Financial Corp | 0.64% | Reduce -16.1% | 22,723 | $1.0M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -9.2% | 22,650 | $1.0M |
| VERITY Wealth Advisors | 0.79% | Add +0.6% | 22,501 | $1.0M |
| Richard P Slaughter Associates Inc | 0.25% | Add +43.9% | 22,407 | $1.0M |
| Advisory Services Network, LLC | 0.02% | Add +57.9% | 22,318 | $1.0M |
| Wells Fargo & Company | 0.00% | Add +8.5% | 22,225 | $1.0M |
| Arete Wealth Advisors, LLC | 0.09% | Reduce -0.4% | 21,810 | $1.0M |
| Regal Investment Advisors LLC | 0.07% | Add +1.3% | 21,709 | $999K |
| Embree Financial Group | 0.20% | Reduce -13.1% | 21,709 | $999K |
| Savant Capital, LLC | 0.01% | Reduce -12.0% | 21,621 | $995K |
| Jane Street Group, LLC | 0.00% | Reduce -0.2% | 21,287 | $979K |
| Shearwater Capital LLC | 0.72% | Add +2.0% | 21,249 | $977K |
| Stockman Wealth Management, Inc. | 0.17% | No change | 21,240 | $977K |
| OMNI 360 Wealth, Inc. | 0.80% | Add +6.2% | 21,151 | $973K |
| Gradient Capital Advisors, LLC | 0.34% | Add +0.5% | 20,427 | $940K |
| 1900 Wealth Management LLC | 0.08% | Reduce -28.1% | 20,232 | $931K |
| Kestra Advisory Services, LLC | 0.01% | Add +8.6% | 20,123 | $926K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +12.6% | 20,016 | $921K |
| Parallel Advisors, LLC | 0.02% | Add +2.1% | 19,888 | $915K |
| Sage Financial Management Group, Inc. | 0.43% | Reduce -16.3% | 19,786 | $910K |
| Derbend Asset Management | 0.45% | New | 19,714 | $907K |
| Empower Advisory Group, LLC | 0.00% | Add +0.2% | 19,645 | $904K |
| Liberty Capital Management, Inc. | 0.22% | Reduce -11.7% | 19,615 | $902K |
| Grey Ledge Advisors, LLC | 0.25% | Reduce -81.0% | 19,467 | $895K |
| Pinnacle Family Advisors, LLC | 0.48% | Add +0.8% | 19,433 | $894K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -31.1% | 19,384 | $892K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -31.1% | 19,384 | $892K |
| Millennium Management | 0.00% | New | 19,199 | $883K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -0.1% | 19,097 | $878K |
| Royal Bank of Canada | 0.00% | Add +5.7% | 18,956 | $872K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -0.2% | 18,927 | $871K |
| Juncture Wealth Strategies, LLC | 0.37% | Add +5.1% | 18,610 | $856K |
| Zhang Financial LLC | 0.06% | Reduce -3.7% | 18,503 | $851K |
| Aletheian Wealth Advisors LLC | 0.45% | No change | 18,092 | $832K |
| Greenup Street Wealth Management LLC | 0.21% | Add +37.1% | 18,009 | $828K |
| Beacon Financial Group | 0.09% | Reduce -10.3% | 17,916 | $824K |
| W.H. Cornerstone Investments Inc. | 0.59% | Reduce -32.9% | 17,867 | $822K |
| BCS Wealth Management | 0.26% | Add +67.2% | 17,735 | $816K |
| IFG Advisory, LLC | 0.06% | Add +24.6% | 17,602 | $810K |
| CENTRAL TRUST Co | 0.02% | No change | 17,476 | $804K |
| Signet Investment Advisory Group, Inc. | 0.44% | Add +3.7% | 17,363 | $799K |
| JFS Wealth Advisors, LLC | 0.06% | Add +10.4% | 17,191 | $791K |
| Foundations Investment Advisors, LLC | 0.02% | New | 17,133 | $788K |
| IHT Wealth Management, LLC | 0.03% | Add +0.0% | 16,839 | $775K |
| Empirical Asset Management, LLC | 0.37% | Add +16.8% | 16,787 | $772K |
| Beacon Financial Advisory LLC | 0.37% | Add +1.3% | 16,764 | $771K |
| Cutler Investment Counsel LLC | 0.10% | Reduce -26.7% | 16,723 | $769K |
| Maple Capital Management, Inc. | 0.07% | Add +45.3% | 16,358 | $752K |
| Catalina Capital Group, LLC | 0.32% | Reduce -10.6% | 16,237 | $747K |
| Chicago Partners Investment Group LLC | 0.03% | Add +5.2% | 16,537 | $743K |
| Portside Wealth Group, LLC | 0.14% | New | 16,051 | $738K |
| Sowell Financial Services LLC | 0.03% | Reduce -20.1% | 16,036 | $738K |
| Alpha Omega Wealth Management LLC | 0.13% | Reduce -1.7% | 15,532 | $714K |
| Endowment Wealth Management, Inc. | 0.53% | Add +20.9% | 15,439 | $710K |
| Cooper Financial Group | 0.12% | Add +1.6% | 15,313 | $704K |
| Shared Vision Wealth Group LLC | 0.43% | Reduce -8.1% | 15,128 | $696K |
| Meridian Wealth Partners, LLC | 0.12% | Reduce -1.1% | 15,028 | $691K |
| Capital Insight Partners, LLC | 0.13% | Add +1.8% | 14,760 | $679K |
| US Bancorp \de | 0.00% | Reduce -4.3% | 14,286 | $657K |
| Lederer & Associates Investment Counsel | 0.45% | Add +1.8% | 14,157 | $651K |
| HBK Sorce Advisory LLC | 0.02% | Add +34.0% | 14,105 | $649K |
| Sage Financial Group Inc. | 0.06% | Reduce -20.4% | 14,022 | $645K |
| Midwest Heritage Bank, FSB | 0.34% | Add +26.2% | 13,884 | $639K |
| Dentgroup LLC | 0.52% | Add +7.5% | 13,712 | $631K |
| Brand Asset Management Group, Inc. | 0.26% | Reduce -8.5% | 13,188 | $607K |
| Laraway Financial Advisors Inc | 0.53% | Reduce -2.2% | 13,117 | $603K |
| Kiley Juergens Wealth Management, LLC | 0.18% | New | 12,963 | $596K |
| Anderson Hoagland & Co. | 0.07% | Add +0.1% | 13,170 | $592K |
| Newman Dignan & Sheerar, Inc. | 0.16% | Reduce -30.1% | 12,694 | $584K |
| Rappaport Reiches Capital Management, LLC | 0.18% | Reduce -15.8% | 12,590 | $579K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -10.1% | 12,524 | $576K |
| Crabel Capital Management, LLC | 0.50% | Reduce -46.2% | 12,490 | $575K |
| Park Edge Advisors, LLC | 0.16% | Reduce -8.5% | 12,497 | $575K |
| Aspiriant, LLC | 0.02% | Reduce -1.0% | 12,272 | $565K |
| Intrua Financial, LLC | 0.09% | Reduce -2.3% | 12,259 | $564K |
| One Capital Management, LLC | 0.02% | Reduce -1.6% | 12,200 | $561K |
| Stifel Financial Corp. | 0.00% | New | 11,984 | $551K |
| Ausdal Financial Partners, Inc. | 0.06% | Add +21.1% | 11,944 | $549K |
| Squarepoint Ops LLC | 0.00% | New | 11,875 | $546K |
| FDx Advisors, Inc. | 0.08% | Reduce -7.4% | 11,846 | $545K |
| Legacy Wealth Management, LLC | 0.04% | Reduce -8.9% | 11,790 | $542K |
| Retirement Guys Formula LLC | 0.26% | Reduce -0.6% | 11,605 | $534K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +3.9% | 12,046 | $533K |
| Sawgrass Asset Management LLC | 0.06% | No change | 11,566 | $532K |
| Buckingham Strategic Wealth, LLC | 0.01% | Add +3.2% | 11,496 | $529K |
| Roundview Capital LLC | 0.04% | Add +41.2% | 11,342 | $522K |
| Truist Financial Corp. | 0.00% | Reduce -29.3% | 11,293 | $519K |
| Heritage Wealth Management, LLC | 0.26% | Add +1.1% | 11,233 | $517K |
| Semmax Financial Advisors Inc. | 0.17% | Add +44.5% | 11,361 | $514K |
| Citadel Advisors | 0.00% | Reduce -63.0% | 11,036 | $508K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -4.6% | 10,972 | $505K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -12.0% | 10,816 | $498K |
| Pure Financial Advisors, LLC | 0.02% | Reduce -0.2% | 10,766 | $495K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +0.6% | 10,681 | $491K |
| Arbor Capital Management Inc. | 0.46% | Reduce -2.0% | 10,778 | $489K |
| Worth Financial Advisory Group, LLC | 0.34% | New | 10,620 | $489K |
| Lewis Asset Management, LLC | 0.40% | Reduce -4.2% | 10,603 | $488K |
| New Harbor Financial Group, LLC | 0.18% | No change | 10,450 | $481K |
| Swmg, LLC | 0.22% | Add +42.4% | 10,399 | $478K |
| WealthCollab, LLC | 0.35% | No change | 10,321 | $475K |
| Susquehanna International Group, LLP | 0.00% | Add +4.8% | 10,296 | $474K |
| American Capital Advisory, LLC | 0.41% | Add +2.6% | 10,078 | $473K |
| Walker Financial Services, Inc. | 0.39% | Add +4.3% | 10,259 | $472K |
| RDA Financial Network | 0.16% | Add +4.6% | 10,222 | $470K |
| EverSource Wealth Advisors, LLC | 0.04% | Add +25.6% | 10,257 | $458K |
| Syntegra Private Wealth Group, LLC | 0.06% | Add +0.3% | 9,928 | $457K |
| Financial Consulate, Inc. | 0.13% | No change | 9,827 | $452K |
| Capital Advisors, Ltd. LLC | 0.06% | No change | 9,820 | $452K |
| Sonoma Private Wealth LLC | 0.72% | Add +75.6% | 9,791 | $450K |
| Wedmont Private Capital | 0.03% | Add +0.9% | 9,892 | $450K |
| D.B. Root & Company, LLC | 0.15% | Reduce -9.9% | 9,752 | $449K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -6.5% | 9,648 | $444K |
| Steele Capital Management, Inc. | 0.03% | Reduce -25.5% | 9,592 | $441K |
| Versant Capital Management, Inc | 0.13% | Reduce -0.3% | 9,583 | $441K |
| Joule Financial, LLC | 0.18% | Reduce -2.9% | 9,530 | $438K |
| Latitude Advisors, LLC | 0.27% | Add +55.3% | 9,480 | $436K |
| HB Wealth Management, LLC | 0.01% | Reduce -44.5% | 9,464 | $435K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 9,464 | $435K |
| Zacks Investment Management | 0.00% | Add +0.9% | 9,435 | $434K |
| Kelman-Lazarov, Inc. | 0.08% | Reduce -1.8% | 9,421 | $433K |
| Quadrant Capital Group LLC | 0.03% | Add +20.8% | 9,346 | $430K |
| Diversified Investment Strategies, LLC | 0.29% | Reduce -0.7% | 9,315 | $428K |
| Fermata Advisors, LLC | 0.10% | Add +34.5% | 9,298 | $428K |
| Abbrea Capital, LLC | 0.06% | Reduce -9.7% | 9,275 | $427K |
| RHS Financial, LLC | 0.25% | Add +0.0% | 9,281 | $427K |
| RCS Financial Planning, LLC | 0.26% | Reduce -15.3% | 9,114 | $419K |
| Advisory Alpha, LLC | 0.02% | Add +2.3% | 9,011 | $415K |
| Simplicity Wealth,LLC | 0.01% | Add +29.8% | 8,886 | $409K |
| Girard Partners LTD. | 0.04% | Reduce -80.6% | 8,848 | $407K |
| Equita Financial Network, Inc. | 0.18% | Add +0.0% | 8,784 | $404K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -0.8% | 8,663 | $399K |
| Courage Miller Partners, LLC | 0.13% | No change | 8,427 | $388K |
| Rothschild Wealth LLC | 0.14% | — | 8,387 | $386K |
| Values Added Financial LLC | 0.29% | New | 8,198 | $377K |
| Powers Advisory Group, LLC | 0.21% | Reduce -21.6% | 8,159 | $375K |
| Consolidated Portfolio Review Corp | 0.10% | Add +0.0% | 8,132 | $374K |
| PFG Investments, LLC | 0.02% | New | 8,132 | $374K |
| PFG Advisors | 0.03% | Reduce -14.6% | 8,132 | $374K |
| Burns Matteson Capital Management, LLC | 0.24% | Reduce -8.3% | 8,053 | $370K |
| Evensky & Katz LLC | 0.03% | Reduce -1.9% | 7,813 | $359K |
| GS Investments, Inc. | 0.17% | Add +0.3% | 7,746 | $356K |
| AA Financial Advisors, LLC | 0.14% | New | 7,708 | $355K |
| WNY Asset Management, LLC | 0.05% | Reduce -8.8% | 7,655 | $352K |
| Moneywise, Inc. | 0.19% | Reduce -13.7% | 7,575 | $348K |
| Vaughan David Investments LLC | 0.01% | Reduce -9.2% | 7,528 | $346K |
| RBA Wealth Management, LLC | 0.14% | Add +1.4% | 7,337 | $338K |
| Western Wealth Management, LLC | 0.03% | Reduce -1.4% | 7,276 | $335K |
| Carnegie Investment Counsel | 0.01% | Add +6.0% | 7,263 | $334K |
| Tiaa Trust, National Association | 0.00% | New | 7,152 | $329K |
| Alley Investment Management Company, LLC | 0.04% | Reduce -0.3% | 7,058 | $325K |
| Ameritas Advisory Services, LLC | 0.01% | Add +3.8% | 7,074 | $323K |
| Burns J W & Co. Inc. | 0.04% | No change | 7,000 | $322K |
| Access Financial Services, Inc. | 0.14% | Add +22.1% | 6,979 | $321K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +9.2% | 6,934 | $319K |
| Partners in Financial Planning | 0.07% | Reduce -5.6% | 6,710 | $309K |
| Mgo One Seven LLC | 0.02% | Reduce -25.4% | 6,566 | $302K |
| Brighton Jones LLC | 0.01% | Add +7.2% | 6,549 | $301K |
| Geometric Wealth Advisors | 0.07% | Add +3.2% | 6,542 | $301K |
| Wealth Alliance, LLC | 0.04% | New | 6,527 | $300K |
| Apollon Wealth Management, LLC | 0.01% | Add +7.7% | 6,441 | $296K |
| Texas Yale Capital Corp. | 0.01% | New | 6,434 | $296K |
| Certus Wealth Management, LLC | 0.23% | Reduce -2.1% | 6,459 | $292K |
| Souders Financial Advisors | 0.05% | Reduce -19.4% | 6,332 | $291K |
| MidAtlantic Capital Management, Inc. | 0.25% | No change | 6,290 | $289K |
| Cobblestone Capital Advisors LLC | 0.02% | Reduce -2.1% | 6,230 | $287K |
| Quantum Capital Management, LLC / NJ | 0.03% | Reduce -1.6% | 6,220 | $286K |
| Opes Wealth Management LLC | 0.06% | Reduce -18.4% | 6,093 | $280K |
| Worth Asset Management, LLC | 0.17% | Reduce -37.1% | 6,024 | $277K |
| Baker Tilly Wealth Management, LLC | 0.05% | Reduce -34.5% | 5,977 | $275K |
| Acorn Wealth Advisors, LLC | 0.14% | Reduce -0.7% | 5,944 | $273K |
| Cardiff Park Advisors, LLC | 0.03% | Add +0.6% | 5,856 | $269K |
| Whelan Financial | 0.12% | Reduce -4.5% | 5,846 | $269K |
| TCWP LLC | 0.71% | Reduce -31.3% | 5,826 | $268K |
| Per Stirling Capital Management, LLC. | 0.04% | Add +21.4% | 5,825 | $268K |
| Spire Wealth Management | 0.00% | Add +8.4% | 5,762 | $265K |
| Fairview Capital Investment Management, LLC | 0.01% | Reduce -22.9% | 5,725 | $263K |
| Corient Private Wealth LP | 0.00% | Reduce -14.8% | 5,691 | $262K |
| Pacific Capital Wealth Advisors, Inc. | 0.06% | No change | 5,506 | $253K |
| Andrews, Lucia Wealth Management LLC | 0.18% | No change | 5,390 | $248K |
| Wedbush Securities Inc. | 0.01% | Reduce -2.8% | 5,354 | $246K |
| Comerica Bank | 0.00% | Add +5.0% | 5,265 | $242K |
| Resonant Capital Advisors, LLC | 0.02% | New | 5,198 | $239K |
| Evolution Advisers, Inc. | 0.14% | Add +0.2% | 5,172 | $238K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 5,121 | $236K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -2.1% | 5,094 | $234K |
| REDW Wealth LLC | 0.06% | Reduce -10.1% | 5,081 | $234K |
| Cannon Financial Strategists, Inc. | 0.05% | No change | 5,067 | $233K |
| Fisher Asset Management | 0.00% | New | 5,052 | $232K |
| Index Fund Advisors, Inc. | 0.01% | Reduce -40.0% | 5,017 | $231K |
| Ahl Investment Management, Inc. | 0.18% | No change | 5,012 | $231K |
| TrueWealth Advisors, LLC | 0.09% | Add +0.9% | 4,997 | $230K |
| Roof Eidam Maycock Peralta, LLC | 0.06% | No change | 4,895 | $225K |
| Keebeck Wealth Management | 0.03% | No change | 4,879 | $224K |
| Basepoint Wealth LLC | 0.17% | New | 4,796 | $221K |
| Savvy Advisors, Inc. | 0.13% | No change | 4,765 | $219K |
| High Falls Advisors, Inc | 0.06% | New | 4,761 | $219K |
| Optimum Investment Advisors | 0.10% | Add +4.8% | 4,716 | $217K |
| Hoylecohen, LLC | 0.02% | Add +0.4% | 4,706 | $216K |
| Barden Capital Management, Inc. | 0.21% | Reduce -13.8% | 4,704 | $216K |
| Saxon Interests, Inc. | 0.10% | No change | 4,616 | $212K |
| Genesee Capital Advisors, LLC | 0.11% | Reduce -13.7% | 4,557 | $210K |
| SRH Advisors, LLC | 0.07% | No change | 4,553 | $209K |
| Colorado Capital Management, Inc. | 0.12% | New | 4,383 | $201K |
| ONE Advisory Partners, LLC | 0.10% | No change | 4,361 | $201K |
| Parkside Financial Bank & Trust | 0.03% | Add +0.7% | 4,184 | $192K |
| Prestige Wealth Management Group LLC | 0.04% | Reduce -53.5% | 4,023 | $185K |
| Signaturefd, LLC | 0.00% | Reduce -6.3% | 3,941 | $181K |
| Investors Research Corp | 0.04% | No change | 3,812 | $175K |
| Valley National Advisers Inc. | 0.03% | Reduce -84.7% | 3,665 | $168K |
| Toth Financial Advisory Corp. | 0.02% | No change | 3,481 | $160K |
| Glass Jacobson Investment Advisors llc | 0.06% | New | 3,250 | $150K |
| Davis Capital Management | 0.13% | Add +2.4% | 3,150 | $143K |
| Front Row Advisors LLC | 0.05% | No change | 2,918 | $134K |
| Allworth Financial LP | 0.00% | Reduce -46.6% | 2,918 | $134K |
| Main Street Group, LTD | 0.06% | Reduce -6.4% | 2,859 | $130K |
| Aspire Wealth Management Corp | 0.07% | Reduce -52.2% | 2,692 | $124K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.7% | 2,560 | $118K |
| Cwm, LLC | 0.00% | Reduce -74.2% | 2,283 | $105K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,101 | $97K |
| BlackRock Inc. | 0.00% | Add +4.7% | 2,062 | $95K |
| Granite Investment Partners, LLC | 0.00% | No change | 1,890 | $87K |
| Townsend Asset Management Corp. /NC/ | 0.03% | Reduce -3.7% | 1,889 | $87K |
| Carmichael Hill & Associates, Inc. | 0.03% | No change | 1,832 | $84K |
| Cornerstone Planning Group LLC | 0.03% | Reduce -65.5% | 1,829 | $83K |
| CoreCap Advisors, LLC | 0.00% | New | 1,594 | $73K |
| RE Dickinson Investment Advisors, LLC | 0.04% | Reduce -41.3% | 1,528 | $70K |
| Principal Securities, Inc. | 0.00% | Add +23.7% | 1,510 | $69K |
| Clearstead Advisors, LLC | 0.00% | Add +0.6% | 1,453 | $66K |
| New Republic Capital, LLC | 0.04% | Add +4.4% | 1,425 | $66K |
| Wagner Wealth Management, LLC | 0.02% | Add +18.1% | 1,413 | $65K |
| LifeSteps Financial, Inc. | 0.05% | New | 1,365 | $63K |
| Cape Investment Advisory, Inc. | 0.03% | Reduce -53.0% | 1,360 | $63K |
| National Bank of Canada | 0.00% | No change | 1,325 | $60K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Add +0.1% | 1,147 | $53K |
| ICA Group Wealth Management, LLC | 0.01% | No change | 1,139 | $52K |
| Blair William & Co. | 0.00% | Reduce -36.2% | 1,131 | $52K |
| Custom Portfolio Group LLC | 0.04% | No change | 1,131 | $51K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,005 | $46K |
| Salem Investment Counselors Inc. | 0.00% | Add +2.4% | 960 | $44K |
| DHJJ Financial Advisors, Ltd. | 0.02% | Add +0.3% | 946 | $44K |
| Robinswood Financial LLC | 0.02% | Reduce -30.1% | 903 | $41K |
| Bank of Montreal | 0.00% | Add +216.1% | 844 | $39K |
| Cedar Mountain Advisors, LLC | 0.01% | Reduce -50.4% | 842 | $39K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -0.3% | 782 | $36K |
| Legacy Bridge, LLC | 0.02% | No change | 765 | $35K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -44.7% | 716 | $33K |
| Stephens Consulting, LLC | 0.01% | No change | 694 | $32K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 650 | $30K |
| NewEdge Advisors, LLC | 0.00% | Reduce -98.5% | 590 | $27K |
| Westside Investment Management, Inc. | 0.01% | No change | 558 | $26K |
| Kelly Financial Services LLC | 0.01% | Add +5.5% | 536 | $25K |
| FMR LLC | 0.00% | Add +1372.2% | 530 | $24K |
| Weaver Capital Management LLC | 0.01% | Reduce -95.2% | 508 | $23K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 467 | $21K |
| NorthRock Partners, LLC | 0.00% | Reduce -65.5% | 362 | $17K |
| Heritage Wealth Advisors | 0.00% | No change | 331 | $15K |
| Mma Asset Management LLC | 0.01% | New | 321 | $15K |
| Northwest Capital Management Inc | 0.00% | No change | 320 | $15K |
| Pineridge Advisors LLC | 0.00% | No change | 286 | $13K |
| Montag A & Associates Inc. | 0.00% | Add +0.7% | 271 | $12K |
| Albion Financial Group | 0.00% | No change | 263 | $12K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 228 | $10K |
| Cordant, Inc. | 0.01% | No change | 227 | $10K |
| EPG Wealth Management LLC | 0.00% | No change | 200 | $9K |
| Mascoma Wealth Management LLC | 0.00% | No change | 193 | $9K |
| Benjamin Edwards Inc. | 0.00% | No change | 164 | $8K |
| Hollencrest Capital Management | 0.00% | No change | 161 | $7K |
| Atmos Advisory, LLC | 0.01% | No change | 158 | $7K |
| Milestone Investment Advisors LLC | 0.00% | Add +0.7% | 156 | $7K |
| Bellevue Asset Management, LLC | 0.00% | No change | 153 | $7K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -48.0% | 144 | $7K |
| Palouse Capital Management, Inc. | 0.00% | New | 132 | $6K |
| Private Capital Management LLC | 0.00% | No change | 128 | $6K |
| Anfield Capital Management, LLC | 0.00% | New | 96 | $4K |
| M&R Capital Management Inc. | 0.00% | No change | 95 | $4K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 94 | $4K |
| Horrell Capital Management, Inc. | 0.00% | No change | 87 | $4K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 77 | $4K |
| Gradient Investments LLC | 0.00% | New | 72 | $3K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 71 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 71 | $3K |
| CarsonAllaria Wealth Management, Ltd. | 0.00% | New | 70 | $3K |
| Barrett & Company, Inc. | 0.00% | No change | 69 | $3K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 70 | $3K |
| Armor Investment Advisors, LLC | 0.00% | New | 58 | $3K |
| LGT Financial Advisors LLC | 0.00% | Add +11.5% | 58 | $3K |
| Guardian Wealth Management, Inc. | 0.00% | Add +15.0% | 46 | $2K |
| Continuum Advisory, LLC | 0.00% | New | 33 | $1K |
| Sachetta, LLC | 0.00% | No change | 30 | $1K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 30 | $1K |
| Palisade Asset Management, LLC | 0.00% | New | 28 | $1K |
| Tucker Asset Management LLC | 0.00% | No change | 27 | $1K |
| Addison Advisors LLC | 0.00% | No change | 25 | $1K |
| Tompkins Financial Corp. | 0.00% | No change | 24 | $1K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 28 | $1K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -95.1% | 23 | $1K |
| Sunbelt Securities, Inc. | 0.00% | No change | 16 | $736 |
| Signature Resources Capital Management, LLC | 0.00% | No change | 13 | $626 |
| AllSquare Wealth Management LLC | 0.00% | No change | 5 | $230 |
| First Manhattan Co. Llc. | 0.00% | No change | 5 | $230 |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -83.3% | 1 | $42 |
"% of holder's portfolio" is SCHZ's weight in each manager's 13F, not the share of Schwab US Aggregate Bond ETF the manager owns.