Schwab US Aggregate Bond ETFSCHZETF
13F holders, Q2 2024 (June 30)593holders +24
42new positions
36sold out
2famous investors
$45.52avg. 13F price*
At the end of Q2 2024, 593 institutions reported holding Schwab US Aggregate Bond ETF (SCHZ) in their 13F filings, up 24 from Q1 2024. 42 opened new positions and 36 sold out. The largest holders were Charles Schwab Investment Management Inc. ($1.5B), JPMorgan Chase & Co. ($257.1M) and Avantax Planning Partners, Inc. ($154.9M). 2 famous investors held it, including 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $128.3M |
| Exits | 36 | $58.7M |
All 13F filers, Q1 2024 → Q2 2024: 9,150,928 shares bought and 4,741,497 shares sold, net +4,409,431 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 593 holders
| Charles Schwab Investment Management Inc. | 0.29% | Add +5.1% | 33,808,323 | $1.5B |
| JPMorgan Chase & Co. | 0.02% | Add +26.0% | 5,640,659 | $257.1M |
| Avantax Planning Partners, Inc. | 4.98% | Reduce -5.5% | 3,398,417 | $154.9M |
| Ameriprise Financial Inc. | 0.03% | Add +4.8% | 2,683,639 | $122.4M |
| Rockbridge Investment Management, LCC | 16.70% | Add +6.2% | 2,585,131 | $117.8M |
| Financial Engines Advisors L.L.C. | 0.26% | Add +2.3% | 2,543,619 | $115.9M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -2.7% | 2,161,583 | $98.5M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Reduce -4.6% | 1,770,492 | $80.7M |
| McAdam, LLC | 4.68% | Add +4.9% | 1,707,663 | $77.8M |
| OneDigital Investment Advisors LLC | 0.97% | Add +1.1% | 1,695,276 | $77.3M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -2.5% | 1,691,700 | $77.1M |
| Charles Schwab Trust Co | 6.52% | Add +9.8% | 1,547,032 | $70.5M |
| Total Wealth Planning, LLC | 10.86% | Add +25.1% | 1,432,849 | $66.2M |
| HighTower Advisors, LLC | 0.10% | Reduce -4.2% | 1,355,500 | $61.8M |
| Kohmann Bosshard Financial Services, LLC | 6.85% | Add +36.1% | 1,115,875 | $50.9M |
| Destination Wealth Management | 1.63% | Reduce -9.3% | 1,084,161 | $49.4M |
| Hengehold Capital Management LLC | 4.65% | Add +0.9% | 980,525 | $44.7M |
| BlueSky Wealth Advisors, LLC | 7.22% | New | 941,446 | $42.9M |
| Mariner, LLC | 0.07% | Add +16.1% | 764,410 | $34.8M |
| Horst & Graben Wealth Management LLC | 6.10% | Add +0.4% | 700,892 | $31.9M |
| TruNorth Capital Management, LLC | 9.22% | Add +7.3% | 623,215 | $28.4M |
| Theory Financial LLC | 12.71% | Add +2.0% | 589,729 | $26.9M |
| ZynergyRetirementPlanningLLC | 18.96% | — | 543,450 | $24.8M |
| Towercrest Capital Management | 4.07% | Add +1.9% | 542,867 | $24.7M |
| Alliance Wealth Management Group | 7.03% | Add +4.4% | 540,527 | $24.6M |
| Financial Life Advisors | 9.87% | Add +6.1% | 533,395 | $24.3M |
| Morgan Stanley | 0.00% | Add +1.3% | 522,460 | $23.8M |
| TSA Wealth Managment LLC | 10.03% | Add +16.6% | 516,104 | $23.5M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -7.5% | 512,342 | $23.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.50% | Add +0.7% | 509,053 | $23.2M |
| Bank of America Corp. | 0.00% | Add +3.1% | 506,894 | $23.1M |
| Austin Private Wealth, LLC | 2.49% | Add +5.2% | 506,459 | $23.1M |
| FLC Capital Advisors | 5.64% | New | 502,765 | $22.9M |
| Mokosak Advisory Group, LLC | 7.19% | Add +2.3% | 477,147 | $21.7M |
| Sanctuary Advisors, LLC | 0.15% | — | 459,469 | $20.6M |
| Plum Street Advisors, LLC | 10.31% | Reduce -8.7% | 387,912 | $17.7M |
| United Capital Financial Advisors, LLC | 0.15% | Reduce -1.2% | 386,547 | $17.6M |
| KilterHowling LLC | 11.79% | Reduce -41.6% | 379,782 | $17.3M |
| Tenret Co LLC | 11.10% | Add +2.5% | 351,642 | $16.0M |
| CFS Investment Advisory Services, LLC | 1.23% | New | 333,281 | $15.2M |
| Cetera Investment Advisers | 0.03% | Reduce -2.1% | 332,321 | $15.1M |
| Pioneer Wealth Management Group | 8.04% | Add +15.3% | 332,007 | $15.1M |
| CW Advisors, LLC | 0.23% | Add +3.1% | 318,006 | $14.5M |
| FAS Wealth Partners, Inc. | 1.25% | Reduce -0.7% | 317,946 | $14.5M |
| Revolve Wealth Partners, LLC | 2.36% | Add +11.3% | 313,480 | $14.3M |
| Avantax Advisory Services, Inc. | 0.10% | Add +34.6% | 307,017 | $14.0M |
| Mutual Advisors, LLC | 0.40% | Add +5.2% | 286,711 | $13.2M |
| James J. Burns & Company, LLC | 2.59% | Add +44.2% | 289,241 | $13.2M |
| Advisors Preferred, LLC | 2.26% | New | 289,240 | $13.1M |
| Larson Financial Group LLC | 0.85% | Reduce -11.2% | 271,990 | $12.4M |
| Alera Investment Advisors, LLC | 1.48% | New | 269,879 | $12.3M |
| Jones Financial Companies LLLP | 0.01% | Add +14.9% | 260,078 | $11.9M |
| Bond & Devick Financial Network, Inc. | 6.27% | Add +6.7% | 256,776 | $11.7M |
| Moneta Group Investment Advisors LLC | 0.18% | Reduce -0.0% | 252,109 | $11.5M |
| Christensen, King & Associates Investment Services, Inc. | 5.66% | Reduce -0.0% | 251,820 | $11.5M |
| FFG Retirement Advisors LLC | 7.97% | Add +2.8% | 250,946 | $11.4M |
| Kickstand Ventures, Llc. | 2.99% | Add +17.5% | 239,817 | $10.9M |
| Waterford Advisors, LLC | 4.49% | Reduce -0.6% | 234,842 | $10.7M |
| Cypress Wealth Services, LLC | 2.34% | Add +13.2% | 230,184 | $10.5M |
| Osaic Holdings, Inc. | 0.02% | Add +17.8% | 229,844 | $10.5M |
| Myecfo, LLC | 6.00% | Add +2.5% | 228,385 | $10.4M |
| LPL Financial LLC | 0.01% | Add +6.5% | 224,095 | $10.2M |
| Members Advisory Group LLC | 5.49% | Reduce -14.1% | 220,631 | $10.1M |
| Columbus Macro, LLC | 3.88% | Reduce -4.4% | 220,195 | $10.0M |
| Blue Trust, Inc. | 0.14% | No change | 215,180 | $9.9M |
| Integrated Wealth Concepts LLC | 0.13% | Add +6.6% | 214,745 | $9.8M |
| Vantage Financial Partners, LLC | 2.53% | Add +3.0% | 213,716 | $9.7M |
| Clearview Wealth Advisors LLC | 8.24% | Add +98.1% | 207,099 | $9.4M |
| Jane Street Group, LLC | 0.01% | Add +855.5% | 203,395 | $9.3M |
| WealthShield Partners, LLC | 1.41% | Add +3.3% | 202,516 | $9.2M |
| Leavell Investment Management, Inc. | 0.51% | Reduce -6.1% | 202,372 | $9.2M |
| Beacon Pointe Advisors, LLC | 0.11% | Add +26.8% | 199,381 | $9.1M |
| Creative Planning | 0.01% | Reduce -2.9% | 192,011 | $8.8M |
| Ethos Financial Group, LLC | 1.53% | Add +5.0% | 189,250 | $8.6M |
| Waverly Advisors, LLC | 0.16% | Reduce -3.1% | 184,462 | $8.4M |
| JMG Financial Group, Ltd. | 0.31% | Reduce -15.6% | 182,682 | $8.3M |
| Merit Financial Group, LLC | 0.18% | Add +25.4% | 179,325 | $8.2M |
| MorganRosel Wealth Management, LLC | 2.84% | Reduce -5.1% | 176,225 | $8.0M |
| Waycross Investment Management Co | 7.72% | Reduce -3.8% | 175,505 | $8.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +17.9% | 175,449 | $8.0M |
| Focus Financial Network, Inc. | 0.34% | Add +1.7% | 171,994 | $8.0M |
| Robertson Stephens Wealth Management, LLC | 0.42% | Add +17.6% | 174,360 | $7.9M |
| Northwest Investment Counselors, LLC | 1.97% | Add +2.7% | 173,021 | $7.9M |
| UBS Group AG | 0.00% | Reduce -0.9% | 168,818 | $7.7M |
| Freestone Capital Holdings, LLC | 0.27% | Reduce -12.7% | 165,407 | $7.5M |
| Mayflower Financial Advisors, LLC | 1.24% | Add +30.9% | 165,124 | $7.5M |
| Security Financial Services, INC. | 1.61% | Add +5.7% | 162,752 | $7.4M |
| Signature Estate & Investment Advisors LLC | 0.19% | New | 162,551 | $7.4M |
| AE Wealth Management LLC | 0.07% | Add +1.8% | 160,085 | $7.3M |
| Callan Capital, LLC | 0.58% | Reduce -2.2% | 155,909 | $7.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +1.1% | 151,038 | $6.9M |
| Clay Northam Wealth Management, LLC | 5.15% | Add +1.1% | 149,019 | $6.8M |
| Forthright Family Wealth Advisory LLC | 4.18% | Add +13.2% | 142,394 | $6.5M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +0.9% | 141,733 | $6.5M |
| Spectrum Planning & Advisory Services Inc. | 6.20% | — | 140,359 | $6.4M |
| Marotta Asset Management | 1.33% | Add +2.5% | 142,034 | $6.4M |
| Independent Solutions Wealth Management, LLC | 1.47% | Reduce -0.4% | 140,259 | $6.4M |
| Fifth Third Securities, Inc. | 0.59% | Add +0.6% | 140,140 | $6.4M |
| TNF LLC | 2.30% | Add +3.5% | 136,393 | $6.3M |
| Wakefield Asset Management LLLP | 2.16% | Add +4.5% | 135,157 | $6.2M |
| TPG Advisors LLC | 5.17% | — | 133,231 | $6.1M |
| Bluespring Wealth Management, LLC | 0.64% | Add +8.5% | 130,916 | $6.0M |
| SigFig Wealth Management, LLC | 0.22% | Add +12.3% | 183,549 | $5.9M |
| Reston Wealth Management LLC | 2.35% | Add +0.8% | 128,795 | $5.9M |
| Tempus Wealth Planning, LLC | 2.43% | Add +8.9% | 127,432 | $5.8M |
| IFP Advisors, Inc | 0.22% | Add +21.0% | 124,150 | $5.7M |
| Client 1ST Advisory Group, LLC | 2.40% | Reduce -6.5% | 122,475 | $5.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.2% | 121,735 | $5.5M |
| My Legacy Advisors, LLC | 1.76% | Add +13.6% | 120,947 | $5.5M |
| Bogart Wealth, LLC | 0.28% | Reduce -10.8% | 119,356 | $5.4M |
| Apriem Advisors | 0.67% | Reduce -47.6% | 119,179 | $5.4M |
| Peak Financial Management, Inc. | 1.69% | Add +10.6% | 118,191 | $5.4M |
| Friedenthal Financial | 3.30% | Add +1.1% | 116,012 | $5.3M |
| Beacon Bridge Wealth Partners, LLC | 2.39% | Reduce -40.4% | 114,157 | $5.2M |
| Phillips Financial Management, LLC | 0.43% | Add +4.8% | 114,138 | $5.2M |
| Avior Wealth Management, LLC | 0.22% | Add +42.2% | 113,356 | $5.2M |
| Guggenheim Capital LLC | 0.04% | No change | 113,005 | $5.2M |
| Northeast Financial Group, Inc. | 2.16% | Reduce -0.8% | 110,812 | $5.1M |
| Affinity Capital Advisors, LLC | 1.03% | Reduce -18.4% | 108,053 | $4.9M |
| Park Avenue Securities LLC | 0.06% | Add +115.5% | 106,841 | $4.9M |
| Creative Financial Designs Inc. | 0.43% | Add +10.3% | 106,649 | $4.9M |
| Curi Capital, LLC | 0.11% | Reduce -7.1% | 104,542 | $4.8M |
| Advisor OS, LLC | 0.50% | Reduce -1.6% | 101,064 | $4.6M |
| Summit Financial Strategies, Inc. | 0.57% | Reduce -4.2% | 100,558 | $4.6M |
| MML Investors Services, LLC | 0.02% | Add +0.5% | 98,940 | $4.5M |
| ORG Partners LLC | 0.56% | New | 99,003 | $4.5M |
| Daymark Wealth Partners, LLC | 0.20% | Reduce -30.0% | 97,461 | $4.4M |
| Curtis Advisory Group, LLC | 1.55% | Add +12.1% | 96,554 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.9% | 94,563 | $4.3M |
| Krilogy Financial LLC | 0.31% | Reduce -8.0% | 93,422 | $4.3M |
| Tradition Wealth Management, LLC | 0.41% | Reduce -1.0% | 93,181 | $4.2M |
| Marshall Financial Group Inc. | 1.32% | Add +2.0% | 88,938 | $4.1M |
| WealthPLAN Partners, LLC | 0.43% | Add +5.5% | 88,866 | $4.1M |
| Patriot Investment Management Group, Inc. | 0.32% | Reduce -6.5% | 88,583 | $4.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.12% | Reduce -4.2% | 87,582 | $4.0M |
| Breakwater Investment Management | 1.77% | Add +13.1% | 86,805 | $4.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +426.8% | 106,012 | $3.9M |
| Bfsg, LLC | 0.50% | Add +7.3% | 86,201 | $3.9M |
| Harbour Investments, Inc. | 0.13% | Reduce -0.7% | 85,823 | $3.9M |
| Smart Money Group LLC | 1.38% | Add +60.7% | 82,752 | $3.8M |
| Ascent Group, LLC | 0.31% | Add +55.1% | 83,353 | $3.8M |
| Guardian Financial Partners, LLC | 2.49% | Reduce -0.9% | 82,445 | $3.8M |
| Retirement Planning Group, LLC | 0.23% | Reduce -24.9% | 80,986 | $3.7M |
| Sightline Wealth Advisors, LLC | 2.27% | Reduce -2.9% | 80,113 | $3.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +19.0% | 77,595 | $3.5M |
| Apeiron RIA LLC | 1.08% | Reduce -0.7% | 77,463 | $3.5M |
| HC Advisors, LLC | 3.26% | Reduce -2.5% | 77,462 | $3.5M |
| Syon Capital LLC | 0.32% | Add +1.0% | 76,313 | $3.5M |
| Janiczek Wealth Management, LLC | 0.71% | Reduce -1.1% | 74,284 | $3.4M |
| Stratos Wealth Advisors, LLC | 0.16% | Reduce -3.3% | 72,562 | $3.3M |
| NYL Investors LLC | 0.23% | No change | 71,700 | $3.3M |
| AdvisorNet Financial, Inc | 0.29% | Add +0.2% | 70,661 | $3.2M |
| ETF Store, Inc. | 3.31% | Reduce -35.0% | 70,320 | $3.2M |
| Chesapeake Wealth Management | 1.15% | Reduce -6.6% | 69,873 | $3.2M |
| Cerity Partners LLC | 0.01% | Reduce -3.0% | 69,870 | $3.2M |
| RKL Wealth Management LLC | 0.30% | Add +0.9% | 68,400 | $3.1M |
| Grey Fox Wealth Advisors, LLC | 1.09% | Add +2.7% | 68,223 | $3.1M |
| Emergent Wealth Advisors, LLC | 2.40% | Add +2.6% | 65,612 | $3.0M |
| New Wave Wealth Advisors LLC | 1.58% | — | 64,513 | $2.9M |
| Atria Investments, Inc | 0.04% | Reduce -13.6% | 62,866 | $2.9M |
| Omega Financial Group, LLC | 1.14% | Reduce -6.0% | 61,541 | $2.8M |
| Stonekeep Investments, LLC | 2.20% | — | 59,500 | $2.7M |
| Firethorn Wealth Partners, LLC | 1.49% | Add +4.9% | 57,869 | $2.6M |
| Ancora Advisors LLC | 0.06% | Reduce -4.3% | 57,436 | $2.6M |
| Greenup Street Wealth Management LLC | 0.62% | Add +218.6% | 57,378 | $2.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.38% | Add +28.1% | 57,072 | $2.6M |
| Econ Financial Services Corp | 1.61% | Add +114.0% | 56,881 | $2.6M |
| Global Retirement Partners, LLC | 0.08% | Add +7.4% | 56,737 | $2.6M |
| Blue Barn Wealth, LLC | 1.43% | Add +2.5% | 56,423 | $2.6M |
| Redwood Investment Management, LLC | 0.22% | Add +11.9% | 56,198 | $2.6M |
| Citadel Advisors | 0.00% | Add +402.8% | 55,487 | $2.5M |
| VanderPol Investments L.L.C. | 7.65% | Add +7.8% | 55,300 | $2.5M |
| Wealthspire Retirement, LLC | 0.21% | Reduce -37.2% | 55,285 | $2.5M |
| Maia Wealth LLC | 0.74% | — | 53,215 | $2.5M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -26.3% | 53,280 | $2.4M |
| Lodestar Private Asset Management LLC | 0.33% | Reduce -8.6% | 52,877 | $2.4M |
| Main Street Financial Solutions, LLC | 0.22% | Add +10.4% | 52,103 | $2.4M |
| Financial Designs Corp | 1.63% | Reduce -0.4% | 51,872 | $2.4M |
| Magnolia Capital Advisors LLC | 1.32% | New | 51,815 | $2.4M |
| MN Wealth Advisors, LLC | 1.36% | Add +1.3% | 51,511 | $2.3M |
| Fullcircle Wealth LLC | 1.15% | — | 51,160 | $2.3M |
| Perigon Wealth Management, LLC | 0.07% | Add +10.3% | 51,436 | $2.3M |
| Leading Edge Financial Planning LLC | 0.94% | Reduce -12.6% | 51,437 | $2.3M |
| Cooper/Haims Advisors, LLC | 1.30% | Reduce -12.7% | 50,685 | $2.3M |
| Curbstone Financial Management Corp | 0.48% | No change | 48,750 | $2.2M |
| Kades & Cheifetz LLC | 1.38% | Reduce -2.6% | 48,055 | $2.2M |
| Compass Financial Group, INC | 0.47% | Add +23.3% | 48,048 | $2.2M |
| Oarsman Capital, Inc. | 0.48% | Add +69.7% | 47,543 | $2.2M |
| Valmark Advisers, Inc. | 0.04% | Add +24.2% | 47,228 | $2.2M |
| Avidian Wealth Enterprises, LLC | 0.10% | Reduce -13.8% | 46,701 | $2.1M |
| Sutton Place Investors LLC | 1.40% | Reduce -5.0% | 46,198 | $2.1M |
| CreativeOne Wealth, LLC | 0.11% | Add +0.3% | 45,795 | $2.1M |
| Strategic Blueprint, LLC | 0.14% | Reduce -18.9% | 45,688 | $2.1M |
| Independent Financial Group, LLC | 0.08% | Add +2.3% | 45,435 | $2.1M |
| ProVise Management Group, LLC | 0.17% | Reduce -43.1% | 45,059 | $2.1M |
| Bangor Savings Bank | 0.21% | Reduce -20.8% | 45,014 | $2.1M |
| Hoxton Planning & Management, LLC | 0.95% | Add +43.0% | 45,012 | $2.1M |
| Ballast Advisors LLC | 0.62% | Add +4.4% | 42,792 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -25.9% | 42,722 | $1.9M |
| Gen-Wealth Partners Inc | 0.93% | Reduce -1.8% | 42,073 | $1.9M |
| Valley Forge Investment Consultants Inc. Adv | 0.72% | Reduce -4.3% | 41,930 | $1.9M |
| Eagle Harbor Asset Management Inc. | 2.03% | Reduce -0.3% | 49,397 | $1.9M |
| CVA Family Office, LLC | 0.34% | Add +11.9% | 41,100 | $1.9M |
| Transform Wealth, LLC | 0.14% | Add +1.1% | 41,053 | $1.9M |
| Midwest Financial Group LLC | 1.18% | Add +4.0% | 40,841 | $1.9M |
| NBT Bank, N.A. | 0.13% | Reduce -1.4% | 40,816 | $1.9M |
| Corrigan Financial, Inc. | 0.46% | No change | 39,113 | $1.8M |
| SeaCrest Wealth Management, LLC | 0.20% | Reduce -1.6% | 39,272 | $1.8M |
| Captrust Financial Advisors | 0.01% | Reduce -4.8% | 39,151 | $1.8M |
| Maripau Wealth Management LLC | 1.20% | Add +3.1% | 38,644 | $1.8M |
| Faithward Advisors, LLC | 0.32% | Add +1.9% | 38,459 | $1.8M |
| WBH Advisory Inc. | 0.18% | Add +6.5% | 38,123 | $1.7M |
| Cwm, LLC | 0.01% | Add +1566.6% | 38,048 | $1.7M |
| Bush Investment Group, LLC | 1.44% | Add +9.3% | 36,907 | $1.7M |
| Cherry Tree Wealth Management, LLC | 0.42% | Add +0.5% | 36,392 | $1.7M |
| Asset Allocation Strategies LLC | 0.55% | New | 35,616 | $1.6M |
| Bcwm, LLC | 0.58% | Add +5.2% | 35,539 | $1.6M |
| Northwest Capital Management Inc | 0.59% | Add +10925.6% | 35,282 | $1.6M |
| Eley Financial Management, Inc | 0.68% | Add +3.5% | 35,035 | $1.6M |
| Oldfather Financial Services, LLC | 0.65% | Add +3.5% | 34,709 | $1.6M |
| Mendel Capital Management LLC | 0.98% | Add +0.6% | 33,348 | $1.5M |
| Red Tortoise LLC | 0.81% | Reduce -10.3% | 32,544 | $1.5M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | Reduce -0.5% | 32,480 | $1.5M |
| World Investment Advisors | 0.09% | Add +16.9% | 32,294 | $1.5M |
| Smart Portfolios, LLC | 1.48% | Add +2.7% | 32,140 | $1.5M |
| Range Financial Group LLC | 0.74% | Add +8.6% | 31,966 | $1.5M |
| Hill Island Financial LLC | 0.48% | Add +14.0% | 31,889 | $1.5M |
| All Season Financial Advisors, Inc. | 1.31% | Reduce -64.2% | 31,762 | $1.4M |
| Transcend Capital Advisors, LLC | 0.10% | Add +13.1% | 31,620 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +162.2% | 31,420 | $1.4M |
| HHM Wealth Advisors, LLC | 0.21% | Add +5.7% | 31,146 | $1.4M |
| Graves Light Lenhart Wealth, Inc. | 0.16% | Reduce -13.4% | 31,076 | $1.4M |
| Alaska Wealth Advisors, LLC | 0.22% | Add +4.4% | 30,662 | $1.4M |
| OMC Financial Services LTD | 0.66% | No change | 30,550 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Add +14.4% | 30,139 | $1.4M |
| Brookstone Capital Management | 0.02% | Reduce -32.3% | 29,566 | $1.4M |
| C M Bidwell & Associates Ltd. | 0.91% | Reduce -1.5% | 29,832 | $1.4M |
| Sterling Investment Management, LLC | 1.02% | Add +2.5% | 29,521 | $1.3M |
| Cahill Financial Advisors Inc. | 0.18% | Reduce -3.5% | 29,409 | $1.3M |
| Bigelow Investment Advisors, LLC | 0.64% | Reduce -2.4% | 29,384 | $1.3M |
| Avion Wealth | 0.37% | Reduce -1.6% | 29,383 | $1.3M |
| LexAurum Advisors, LLC | 0.33% | Add +2.4% | 29,301 | $1.3M |
| Cedar Wealth Management, LLC | 0.43% | Reduce -30.0% | 29,168 | $1.3M |
| LVW Advisors, LLC | 0.19% | Add +3.5% | 28,790 | $1.3M |
| Blossom Wealth Management | 2.84% | Add +5.0% | 28,588 | $1.3M |
| RDA Financial Network | 0.42% | Add +176.4% | 28,251 | $1.3M |
| Regal Investment Advisors LLC | 0.08% | Add +29.1% | 28,017 | $1.3M |
| Lathrop Investment Management Co. | 0.25% | Add +8.0% | 27,976 | $1.3M |
| Csenge Advisory Group | 0.07% | Reduce -24.0% | 27,871 | $1.3M |
| Modera Wealth Management, LLC | 0.02% | Add +10.4% | 27,659 | $1.3M |
| Koshinski Asset Management, Inc. | 0.12% | Reduce -9.4% | 27,196 | $1.2M |
| Foundations Investment Advisors, LLC | 0.03% | Add +59.0% | 27,248 | $1.2M |
| Vertex Planning Partners, LLC | 0.32% | Reduce -2.2% | 27,044 | $1.2M |
| Exchange Capital Management, Inc. | 0.20% | Reduce -5.8% | 27,030 | $1.2M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -55.0% | 26,929 | $1.2M |
| Manchester Financial Inc. | 0.30% | Reduce -3.6% | 26,913 | $1.2M |
| W Advisors, LLC | 0.80% | Add +4.5% | 26,910 | $1.2M |
| Clear Creek Financial Management, LLC | 0.15% | Reduce -4.3% | 26,687 | $1.2M |
| Adamsbrown Wealth Consultants LLC | 0.47% | Reduce -9.4% | 26,357 | $1.2M |
| Shared Vision Wealth Group LLC | 0.70% | Add +73.3% | 26,212 | $1.2M |
| Orcam Financial Group | 1.28% | Reduce -1.6% | 26,079 | $1.2M |
| Twele Capital Management, Inc. | 0.27% | Add +2.8% | 25,722 | $1.2M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Reduce -47.2% | 25,266 | $1.2M |
| Empirical Asset Management, LLC | 0.43% | Add +49.7% | 25,129 | $1.1M |
| True North Advisors, LLC | 0.30% | Reduce -2.0% | 24,938 | $1.1M |
| Diversify Wealth Management, LLC | 0.14% | — | 24,071 | $1.1M |
| Stockman Wealth Management, Inc. | 0.20% | Add +16.7% | 24,785 | $1.1M |
| Great Waters Wealth Management | 0.17% | Reduce -2.7% | 24,305 | $1.1M |
| Seneca Financial Advisors LLC | 0.57% | Reduce -61.6% | 24,025 | $1.1M |
| Burt Wealth Advisors | 0.28% | No change | 23,439 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.1% | 23,355 | $1.1M |
| Coordinated Financial Services, Inc. | 0.92% | Add +2.4% | 23,301 | $1.1M |
| Lido Advisors, LLC | 0.01% | Reduce -7.6% | 23,197 | $1.1M |
| VERITY Wealth Advisors | 0.78% | Add +1.6% | 22,860 | $1.0M |
| Richard P Slaughter Associates Inc | 0.24% | Add +0.7% | 22,564 | $1.0M |
| Mission Creek Capital Partners, Inc. | 0.26% | Reduce -61.4% | 22,502 | $1.0M |
| Townsquare Capital LLC | 0.01% | Reduce -6.8% | 22,396 | $1.0M |
| Bowman & Co S.C. | 0.59% | Reduce -15.6% | 22,345 | $1.0M |
| Revisor Wealth Management LLC | 0.71% | Reduce -50.0% | 22,330 | $1.0M |
| Arete Wealth Advisors, LLC | 0.08% | Add +2.0% | 22,251 | $1.0M |
| Western Financial Corp | 0.60% | Reduce -3.8% | 21,864 | $997K |
| Betterment LLC | 0.00% | Reduce -19.9% | 21,774 | $992K |
| Prudential Financial Inc. | 0.00% | Reduce -73.4% | 21,596 | $984K |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +11.9% | 21,375 | $974K |
| Shearwater Capital LLC | 0.71% | No change | 21,249 | $969K |
| Advisory Services Network, LLC | 0.02% | Reduce -5.7% | 21,057 | $960K |
| Farther Finance Advisors, LLC | 0.05% | Reduce -12.8% | 21,012 | $950K |
| Savant Capital, LLC | 0.01% | Reduce -5.3% | 20,474 | $933K |
| JFS Wealth Advisors, LLC | 0.07% | Add +18.6% | 20,397 | $930K |
| Axiom Advisory, LLC | 0.01% | New | 20,349 | $922K |
| Grey Ledge Advisors, LLC | 0.25% | Add +3.5% | 20,159 | $919K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +0.4% | 20,094 | $916K |
| Gradient Capital Advisors, LLC | 0.33% | Reduce -2.1% | 19,992 | $911K |
| Beacon Financial Advisory LLC | 0.34% | Add +17.5% | 19,700 | $898K |
| Empower Advisory Group, LLC | 0.00% | Reduce -0.1% | 19,635 | $895K |
| IFG Advisory, LLC | 0.06% | Add +8.8% | 19,151 | $873K |
| Beacon Financial Group | 0.10% | Add +5.6% | 18,927 | $863K |
| Juncture Wealth Strategies, LLC | 0.36% | Add +1.2% | 18,827 | $858K |
| Pinnacle Family Advisors, LLC | 0.47% | Reduce -4.5% | 18,565 | $846K |
| Embree Financial Group | 0.16% | Reduce -15.2% | 18,420 | $840K |
| Roundview Capital LLC | 0.07% | Add +62.0% | 18,378 | $838K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -96.8% | 18,229 | $831K |
| Aletheian Wealth Advisors LLC | 0.43% | No change | 18,092 | $825K |
| Catalina Capital Group, LLC | 0.31% | Add +10.8% | 17,997 | $820K |
| Signet Investment Advisory Group, Inc. | 0.44% | Add +3.6% | 17,993 | $820K |
| Sowell Financial Services LLC | 0.04% | Add +11.4% | 17,862 | $814K |
| Zhang Financial LLC | 0.06% | Reduce -5.2% | 17,549 | $800K |
| CENTRAL TRUST Co | 0.02% | No change | 17,476 | $797K |
| Cooper Financial Group | 0.12% | Add +13.5% | 17,379 | $792K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -8.7% | 17,290 | $788K |
| Endowment Wealth Management, Inc. | 0.57% | Add +11.7% | 17,245 | $786K |
| D L Carlson Investment Group Inc. | 0.15% | Reduce -25.6% | 17,172 | $783K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -12.5% | 16,968 | $773K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -12.5% | 16,968 | $773K |
| Cutler Investment Counsel LLC | 0.10% | Add +0.1% | 16,735 | $763K |
| OMNI 360 Wealth, Inc. | 0.58% | Reduce -21.0% | 16,718 | $762K |
| Worth Financial Advisory Group, LLC | 0.48% | Add +52.3% | 16,179 | $737K |
| Royal Bank of Canada | 0.00% | Reduce -13.7% | 16,366 | $727K |
| Visionary Wealth Advisors | 0.05% | Reduce -33.2% | 15,941 | $727K |
| Crabel Capital Management, LLC | 0.88% | Add +25.8% | 15,714 | $716K |
| Squarepoint Ops LLC | 0.00% | Add +28.6% | 15,271 | $696K |
| Flow Traders U.S. LLC | 0.03% | New | 15,256 | $695K |
| Capital Insight Partners, LLC | 0.13% | Add +3.1% | 15,219 | $694K |
| Geneos Wealth Management Inc. | 0.03% | Reduce -32.8% | 15,213 | $693K |
| Per Stirling Capital Management, LLC. | 0.11% | Add +160.8% | 15,192 | $692K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +24.8% | 15,035 | $685K |
| US Bancorp \de | 0.00% | Add +4.7% | 14,962 | $682K |
| Susquehanna International Group, LLP | 0.00% | Add +44.8% | 14,911 | $680K |
| Meridian Wealth Partners, LLC | 0.12% | Reduce -0.8% | 14,904 | $679K |
| Alpha Omega Wealth Management LLC | 0.13% | Reduce -4.3% | 14,865 | $678K |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -13.9% | 14,245 | $659K |
| Ausdal Financial Partners, Inc. | 0.07% | Add +20.6% | 14,400 | $656K |
| Cobblestone Capital Advisors LLC | 0.04% | Add +130.8% | 14,377 | $655K |
| Brand Asset Management Group, Inc. | 0.27% | Add +6.8% | 14,089 | $642K |
| Latitude Advisors, LLC | 0.39% | Add +47.2% | 13,951 | $636K |
| IHT Wealth Management, LLC | 0.02% | Reduce -17.5% | 13,896 | $633K |
| Lederer & Associates Investment Counsel | 0.45% | Reduce -3.5% | 13,656 | $622K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -3.6% | 13,591 | $619K |
| Schneider Downs Wealth Management Advisors, LP | 0.14% | Reduce -90.7% | 13,439 | $613K |
| Midwest Heritage Bank, FSB | 0.30% | Reduce -5.8% | 13,079 | $596K |
| Luts & Greenleigh Group, Inc. | 0.62% | — | 13,041 | $594K |
| Semmax Financial Advisors Inc. | 0.18% | Add +10.8% | 12,585 | $591K |
| Anderson Hoagland & Co. | 0.06% | Reduce -2.0% | 12,906 | $591K |
| Kiley Juergens Wealth Management, LLC | 0.16% | Reduce -1.2% | 12,813 | $584K |
| Laraway Financial Advisors Inc | 0.50% | Reduce -2.4% | 12,805 | $584K |
| Legacy Wealth Management, LLC | 0.04% | Add +7.2% | 12,643 | $576K |
| Liberty Capital Management, Inc. | 0.14% | Reduce -35.9% | 12,570 | $573K |
| Intrua Financial, LLC | 0.09% | Add +1.8% | 12,482 | $569K |
| Heritage Wealth Management, LLC | 0.31% | Add +10.5% | 12,410 | $566K |
| Heritage Family Offices, LLP | 0.31% | — | 12,410 | $566K |
| Dentgroup LLC | 0.45% | Reduce -10.0% | 12,340 | $562K |
| Fulcrum Equity Management | 0.50% | New | 12,325 | $562K |
| Aspiriant, LLC | 0.02% | No change | 12,272 | $559K |
| W.H. Cornerstone Investments Inc. | 0.38% | Reduce -34.6% | 11,688 | $533K |
| Kelman-Lazarov, Inc. | 0.10% | Add +23.3% | 11,614 | $529K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -7.5% | 11,578 | $528K |
| Sawgrass Asset Management LLC | 0.06% | No change | 11,566 | $527K |
| Newman Dignan & Sheerar, Inc. | 0.14% | Reduce -9.1% | 11,534 | $526K |
| Portside Wealth Group, LLC | 0.10% | Reduce -28.6% | 11,459 | $522K |
| One Capital Management, LLC | 0.02% | Reduce -6.2% | 11,441 | $521K |
| Rappaport Reiches Capital Management, LLC | 0.15% | Reduce -9.7% | 11,365 | $518K |
| FDx Advisors, Inc. | 0.14% | Reduce -5.1% | 11,241 | $512K |
| Truist Financial Corp. | 0.00% | Reduce -1.1% | 11,166 | $509K |
| Sonoma Private Wealth LLC | 0.83% | Add +14.0% | 11,161 | $509K |
| Pure Financial Advisors, LLC | 0.01% | Add +2.9% | 11,080 | $505K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +0.4% | 10,864 | $495K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +1.0% | 10,787 | $492K |
| Arbor Capital Management Inc. | 0.45% | Add +0.3% | 10,816 | $489K |
| Versant Capital Management, Inc | 0.12% | Add +11.8% | 10,710 | $488K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -3.0% | 10,643 | $485K |
| Wedmont Private Capital | 0.03% | Add +5.8% | 10,464 | $483K |
| Carnegie Investment Counsel | 0.01% | Add +45.1% | 10,538 | $480K |
| New Harbor Financial Group, LLC | 0.16% | No change | 10,450 | $476K |
| Swmg, LLC | 0.21% | Add +0.3% | 10,429 | $475K |
| WealthCollab, LLC | 0.34% | No change | 10,321 | $470K |
| Investment Planning Advisors, Inc. | 0.24% | — | 10,213 | $466K |
| AA Financial Advisors, LLC | 0.16% | Add +31.6% | 10,143 | $462K |
| American Capital Advisory, LLC | 0.33% | Reduce -2.5% | 9,826 | $458K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +5.6% | 9,995 | $456K |
| Walker Financial Services, Inc. | 0.36% | Reduce -2.7% | 9,980 | $455K |
| Retirement Guys Formula LLC | 0.22% | Reduce -14.6% | 9,911 | $452K |
| Capital Advisors, Ltd. LLC | 0.06% | No change | 9,820 | $448K |
| Financial Consulate, Inc. | 0.13% | No change | 9,827 | $448K |
| Lewis Asset Management, LLC | 0.34% | Reduce -7.5% | 9,805 | $447K |
| Syntegra Private Wealth Group, LLC | 0.06% | Reduce -2.1% | 9,723 | $443K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -1.4% | 9,512 | $439K |
| D.B. Root & Company, LLC | 0.15% | Reduce -1.6% | 9,597 | $437K |
| Advisory Alpha, LLC | 0.02% | Add +6.3% | 9,577 | $437K |
| Hardin Capital Partners, LLC | 0.28% | — | 9,576 | $436K |
| Zacks Investment Management | 0.00% | Add +1.2% | 9,549 | $435K |
| Quadrant Capital Group LLC | 0.03% | Add +2.1% | 9,546 | $435K |
| Wealth Alliance, LLC | 0.06% | Add +46.2% | 9,542 | $435K |
| Joule Financial, LLC | 0.17% | Reduce -1.6% | 9,382 | $428K |
| Diversified Investment Strategies, LLC | 0.30% | No change | 9,315 | $425K |
| RCS Financial Planning, LLC | 0.25% | Add +1.0% | 9,203 | $419K |
| Simplicity Wealth,LLC | 0.01% | Add +2.5% | 9,112 | $415K |
| Fermata Advisors, LLC | 0.09% | Reduce -4.8% | 8,851 | $403K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -0.5% | 8,623 | $393K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -19.3% | 8,281 | $385K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 8,410 | $385K |
| Rothschild Wealth LLC | 0.12% | Add +0.5% | 8,428 | $384K |
| Maple Capital Management, Inc. | 0.03% | Reduce -49.0% | 8,339 | $380K |
| Ahl Investment Management, Inc. | 0.28% | Add +66.1% | 8,327 | $380K |
| RBA Wealth Management, LLC | 0.15% | Add +13.5% | 8,325 | $379K |
| Courage Miller Partners, LLC | 0.14% | Reduce -2.0% | 8,262 | $377K |
| Fisher Asset Management | 0.00% | Add +62.8% | 8,225 | $375K |
| Merkkuri Wealth Advisors LLC | 0.34% | — | 8,187 | $373K |
| Heritage Oak Wealth Advisors LLC | 0.20% | — | 8,169 | $372K |
| Powers Advisory Group, LLC | 0.20% | Reduce -0.8% | 8,091 | $369K |
| Consolidated Portfolio Review Corp | 0.09% | Reduce -1.0% | 8,049 | $367K |
| RHS Financial, LLC | 0.22% | Reduce -13.4% | 8,041 | $367K |
| 1900 Wealth Management LLC | 0.03% | Reduce -60.3% | 8,026 | $366K |
| Geometric Wealth Advisors | 0.07% | Add +18.6% | 7,757 | $354K |
| Kaizen Financial Strategies | 0.22% | Reduce -95.1% | 7,570 | $350K |
| Park Edge Advisors, LLC | 0.11% | Reduce -39.0% | 7,623 | $347K |
| Vaughan David Investments LLC | 0.01% | No change | 7,528 | $343K |
| GS Investments, Inc. | 0.16% | Reduce -3.9% | 7,446 | $339K |
| ONE Advisory Partners, LLC | 0.16% | Add +70.0% | 7,413 | $338K |
| MSH Capital Advisors LLC | 0.11% | New | 7,356 | $335K |
| Western Wealth Management, LLC | 0.02% | Add +0.7% | 7,323 | $334K |
| Ascentis Independent Advisors | 0.07% | — | 7,275 | $332K |
| Buckingham Strategic Wealth, LLC | 0.00% | Reduce -37.1% | 7,233 | $330K |
| Partners in Financial Planning | 0.07% | Add +7.0% | 7,178 | $327K |
| Burns Matteson Capital Management, LLC | 0.20% | Reduce -11.1% | 7,156 | $326K |
| Alley Investment Management Company, LLC | 0.04% | Add +1.4% | 7,155 | $326K |
| Raymond James & Associates | 0.00% | Reduce -95.6% | 7,149 | $326K |
| PFG Advisors | 0.02% | Reduce -12.4% | 7,124 | $325K |
| Wealthgarden F.S. LLC | 0.34% | — | 7,038 | $321K |
| Mgo One Seven LLC | 0.02% | Add +6.8% | 7,013 | $320K |
| Burns J W & Co. Inc. | 0.04% | No change | 7,000 | $319K |
| Tiaa Trust, National Association | 0.00% | Reduce -2.3% | 6,989 | $319K |
| Access Financial Services, Inc. | 0.14% | No change | 6,979 | $318K |
| HB Wealth Management, LLC | 0.00% | Reduce -26.5% | 6,952 | $317K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 6,934 | $316K |
| Choreo, LLC | 0.01% | New | 6,973 | $315K |
| Apollon Wealth Management, LLC | 0.01% | Add +6.0% | 6,825 | $311K |
| Brighton Jones LLC | 0.01% | Add +3.3% | 6,765 | $308K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -5.4% | 6,690 | $305K |
| Evensky & Katz LLC | 0.02% | Reduce -17.2% | 6,469 | $295K |
| Equita Financial Network, Inc. | 0.12% | Reduce -27.1% | 6,401 | $292K |
| WNY Asset Management, LLC | 0.04% | Reduce -17.6% | 6,307 | $287K |
| Girard Partners LTD. | 0.03% | Reduce -28.9% | 6,291 | $287K |
| Savvy Advisors, Inc. | 0.09% | Add +31.3% | 6,257 | $285K |
| Opes Wealth Management LLC | 0.06% | Add +1.6% | 6,191 | $282K |
| Texas Yale Capital Corp. | 0.01% | Reduce -3.9% | 6,184 | $282K |
| Certus Wealth Management, LLC | 0.21% | Reduce -5.1% | 6,132 | $279K |
| Root Financial Partners, LLC | 0.07% | New | 6,097 | $278K |
| Fairview Capital Investment Management, LLC | 0.02% | Add +5.7% | 6,050 | $276K |
| Summit Wealth Group, LLC | 0.08% | New | 5,998 | $273K |
| Two Sigma Securities, LLC | 0.01% | New | 5,960 | $272K |
| Regimen Wealth, LLC | 0.09% | New | 5,954 | $271K |
| MidAtlantic Capital Management, Inc. | 0.23% | Reduce -5.6% | 5,940 | $271K |
| Worth Asset Management, LLC | 0.16% | Reduce -1.5% | 5,933 | $270K |
| Cardiff Park Advisors, LLC | 0.03% | Add +1.0% | 5,915 | $270K |
| TCWP LLC | 0.66% | Add +1.3% | 5,899 | $269K |
| Souders Financial Advisors | 0.04% | Reduce -7.8% | 5,841 | $266K |
| AlphaStar Capital Management, LLC | 0.02% | Reduce -97.9% | 5,836 | $266K |
| Acorn Wealth Advisors, LLC | 0.13% | Reduce -3.7% | 5,724 | $261K |
| Whelan Financial | 0.12% | Reduce -2.1% | 5,722 | $261K |
| Pacific Capital Wealth Advisors, Inc. | 0.05% | No change | 5,506 | $251K |
| Andrews, Lucia Wealth Management LLC | 0.17% | No change | 5,390 | $248K |
| Wedbush Securities Inc. | 0.01% | No change | 5,354 | $244K |
| Centaurus Financial, Inc. | 0.02% | New | 5,323 | $243K |
| Quantum Capital Management, LLC / NJ | 0.03% | Reduce -14.7% | 5,309 | $242K |
| Keebeck Wealth Management | 0.04% | Add +8.1% | 5,274 | $240K |
| Evolution Advisers, Inc. | 0.14% | Add +0.2% | 5,184 | $236K |
| RFP Financial Group LLC | 0.09% | New | 5,141 | $234K |
| Cannon Financial Strategists, Inc. | 0.04% | No change | 5,067 | $231K |
| Braun-Bostich & Associates Inc. | 0.17% | New | 5,065 | $231K |
| TrueWealth Advisors, LLC | 0.08% | Add +0.6% | 5,029 | $229K |
| Resurgent Financial Advisors LLC | 0.14% | New | 4,957 | $226K |
| Corient Private Wealth LP | 0.00% | Reduce -13.0% | 4,950 | $226K |
| REDW Wealth LLC | 0.06% | Reduce -2.7% | 4,946 | $225K |
| Index Fund Advisors, Inc. | 0.01% | Reduce -1.6% | 4,939 | $225K |
| Clearwater Capital Advisors, LLC | 0.02% | Reduce -3.6% | 4,912 | $224K |
| Roof Eidam Maycock Peralta, LLC | 0.06% | No change | 4,895 | $223K |
| Basepoint Wealth LLC | 0.17% | Add +1.2% | 4,852 | $221K |
| Optimum Investment Advisors | 0.10% | Add +2.2% | 4,820 | $220K |
| Aveo Capital Partners, LLC | 0.02% | New | 4,784 | $218K |
| Barden Capital Management, Inc. | 0.20% | No change | 4,704 | $214K |
| Prospera Financial Services Inc | 0.01% | New | 4,673 | $213K |
| Hoylecohen, LLC | 0.02% | Reduce -0.6% | 4,679 | $213K |
| Black Diamond Financial, LLC | 0.04% | New | 4,592 | $209K |
| Moneywise, Inc. | 0.11% | Reduce -39.6% | 4,574 | $208K |
| SRH Advisors, LLC | 0.07% | No change | 4,553 | $208K |
| Genesee Capital Advisors, LLC | 0.10% | Reduce -0.7% | 4,526 | $206K |
| Parkside Financial Bank & Trust | 0.03% | Add +1.0% | 4,225 | $193K |
| Valley National Advisers Inc. | 0.02% | No change | 3,665 | $167K |
| Spire Wealth Management | 0.01% | Reduce -36.6% | 3,654 | $167K |
| Principal Securities, Inc. | 0.00% | Add +139.7% | 3,619 | $165K |
| Investors Research Corp | 0.04% | Reduce -7.0% | 3,547 | $162K |
| Signaturefd, LLC | 0.00% | Reduce -13.0% | 3,428 | $156K |
| Toth Financial Advisory Corp. | 0.02% | Reduce -1.6% | 3,426 | $156K |
| Prestige Wealth Management Group LLC | 0.03% | Reduce -18.3% | 3,285 | $150K |
| Glass Jacobson Investment Advisors llc | 0.05% | No change | 3,250 | $148K |
| Davis Capital Management | 0.13% | Add +2.2% | 3,218 | $145K |
| Front Row Advisors LLC | 0.05% | Add +0.0% | 2,919 | $133K |
| Allworth Financial LP | 0.00% | Reduce -3.2% | 2,824 | $130K |
| Aspire Wealth Management Corp | 0.07% | Reduce -1.0% | 2,665 | $121K |
| Comerica Bank | 0.00% | Reduce -51.5% | 2,554 | $116K |
| Main Street Group, LTD | 0.05% | Reduce -12.0% | 2,516 | $114K |
| BlackRock Inc. | 0.00% | Add +2.2% | 2,107 | $96K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,101 | $96K |
| Granite Investment Partners, LLC | 0.00% | No change | 1,890 | $86K |
| Carmichael Hill & Associates, Inc. | 0.03% | No change | 1,832 | $84K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -33.6% | 1,699 | $77K |
| Wagner Wealth Management, LLC | 0.02% | Add +13.2% | 1,600 | $73K |
| Stephens Consulting, LLC | 0.02% | Add +124.9% | 1,561 | $71K |
| Townsend Asset Management Corp. /NC/ | 0.03% | Reduce -20.4% | 1,503 | $68K |
| Wells Fargo & Company | 0.00% | Reduce -93.4% | 1,471 | $67K |
| Clearstead Advisors, LLC | 0.00% | Add +0.2% | 1,456 | $66K |
| Robinswood Financial LLC | 0.03% | Add +52.6% | 1,378 | $63K |
| Parallel Advisors, LLC | 0.00% | Reduce -93.2% | 1,353 | $62K |
| WFA of San Diego, LLC | 0.06% | — | 1,351 | $62K |
| National Bank of Canada | 0.00% | No change | 1,325 | $60K |
| Glassman Wealth Services | 0.01% | New | 1,250 | $57K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 1,147 | $52K |
| Blair William & Co. | 0.00% | No change | 1,131 | $52K |
| PNC Financial Services Group, Inc. | 0.00% | Add +55.0% | 1,110 | $51K |
| Custom Portfolio Group LLC | 0.04% | No change | 1,131 | $50K |
| Cape Investment Advisory, Inc. | 0.02% | Reduce -25.2% | 1,017 | $46K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,005 | $46K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -0.1% | 959 | $44K |
| RE Dickinson Investment Advisors, LLC | 0.03% | Reduce -37.5% | 955 | $44K |
| DHJJ Financial Advisors, Ltd. | 0.02% | Add +0.5% | 951 | $43K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -53.9% | 843 | $40K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +0.9% | 850 | $39K |
| Financial Management Professionals, Inc. | 0.00% | No change | 782 | $36K |
| Legacy Bridge, LLC | 0.02% | No change | 765 | $35K |
| Hollencrest Capital Management | 0.00% | Add +321.1% | 678 | $31K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 650 | $30K |
| Westside Investment Management, Inc. | 0.01% | No change | 558 | $25K |
| Kelly Financial Services LLC | 0.01% | Add +3.0% | 552 | $25K |
| NorthRock Partners, LLC | 0.00% | Add +45.3% | 526 | $24K |
| Strategic Investment Solutions, Inc. | 0.01% | — | 438 | $24K |
| Weaver Capital Management LLC | 0.01% | No change | 508 | $23K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 467 | $21K |
| Fort Vancouver Investment Management, LLC | 0.02% | — | 431 | $20K |
| NewEdge Advisors, LLC | 0.00% | Reduce -34.2% | 388 | $18K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 334 | $15K |
| Heritage Wealth Advisors | 0.00% | No change | 331 | $15K |
| Pineridge Advisors LLC | 0.00% | No change | 286 | $13K |
| Bank of Montreal | 0.00% | Reduce -66.8% | 280 | $13K |
| Montag A & Associates Inc. | 0.00% | Add +1.1% | 274 | $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 |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 196 | $9K |
| Mascoma Wealth Management LLC | 0.00% | No change | 193 | $9K |
| Gradient Investments LLC | 0.00% | Add +150.0% | 180 | $8K |
| Atmos Advisory, LLC | 0.01% | No change | 158 | $7K |
| Benjamin Edwards Inc. | 0.00% | No change | 164 | $7K |
| Bellevue Asset Management, LLC | 0.00% | No change | 153 | $7K |
| FMR LLC | 0.00% | Reduce -71.3% | 152 | $7K |
| Palouse Capital Management, Inc. | 0.00% | No change | 132 | $6K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -9.0% | 131 | $6K |
| Hexagon Capital Partners LLC | 0.00% | New | 131 | $6K |
| Anfield Capital Management, LLC | 0.00% | Add +13.5% | 109 | $5K |
| New England Asset Management Inc. | 0.00% | New | 100 | $5K |
| International Assets Investment Management, LLC | 0.00% | New | 100 | $5K |
| 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 |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.0% | 80 | $4K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 77 | $4K |
| Family Firm, Inc. | 0.00% | New | 71 | $3K |
| Barrett & Company, Inc. | 0.00% | No change | 69 | $3K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 70 | $3K |
| Kings Path Partners LLC | 0.00% | — | 62 | $3K |
| LGT Financial Advisors LLC | 0.01% | No change | 58 | $3K |
| Thompson Investment Management, Inc. | 0.00% | New | 57 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | New | 54 | $2K |
| Guardian Wealth Management, Inc. | 0.00% | Add +13.0% | 52 | $2K |
| Sachetta, LLC | 0.00% | Add +50.0% | 45 | $2K |
| Strategic Financial Concepts, LLC | 0.00% | New | 90,550 | $2K |
| Assetmark, Inc. | 0.00% | New | 40 | $2K |
| Citigroup Inc. | 0.00% | New | 31 | $1K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 30 | $1K |
| Tucker Asset Management LLC | 0.00% | No change | 27 | $1K |
| WR Wealth Planners, LLC | 0.00% | New | 26 | $1K |
| Princeton Global Asset Management LLC | 0.00% | New | 26 | $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% | No change | 23 | $1K |
| Continuum Advisory, LLC | 0.00% | Reduce -45.5% | 18 | $802 |
| Sunbelt Securities, Inc. | 0.00% | No change | 16 | $729 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -77.5% | 16 | $729 |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -77.5% | 16 | $729 |
| Signature Resources Capital Management, LLC | 0.00% | No change | 13 | $612 |
| Smartleaf Asset Management LLC | 0.00% | New | 5 | $229 |
| AllSquare Wealth Management LLC | 0.00% | No change | 5 | $228 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1 | $46 |
"% 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.