Schwab US Aggregate Bond ETFSCHZETF
13F holders, Q3 2024 (September 30)591holders −2
45new positions
43sold out
3famous investors
$45.24avg. 13F price*
At the end of Q3 2024, 591 institutions reported holding Schwab US Aggregate Bond ETF (SCHZ) in their 13F filings, down 2 from Q2 2024. 45 opened new positions and 43 sold out. The largest holders were JPMorgan Chase & Co. ($300.8M), Ameriprise Financial Inc. ($197.3M) and Avantax Planning Partners, Inc. ($149.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $45.0M |
| Exits | 43 | $1.6B |
All 13F filers, Q2 2024 → Q3 2024: 12,731,244 shares bought and 37,447,671 shares sold, net −24,716,427 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 591 holders
| JPMorgan Chase & Co. | 0.02% | Add +12.2% | 6,330,057 | $300.8M |
| Ameriprise Financial Inc. | 0.05% | Add +54.7% | 4,150,430 | $197.3M |
| Avantax Planning Partners, Inc. | 5.34% | Reduce -7.7% | 3,135,279 | $149.0M |
| Charles Schwab Trust Co | 11.90% | Add +87.5% | 2,900,621 | $137.8M |
| Rockbridge Investment Management, LCC | 17.53% | Add +10.2% | 2,848,603 | $135.4M |
| Financial Engines Advisors L.L.C. | 0.25% | Reduce -0.7% | 2,525,055 | $119.6M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -5.3% | 2,047,586 | $97.3M |
| Wealth Enhancement Advisory Services, LLC | 0.18% | Reduce -2.2% | 1,732,248 | $82.3M |
| Total Wealth Planning, LLC | 12.38% | Add +16.5% | 1,669,016 | $79.3M |
| OneDigital Investment Advisors LLC | 0.90% | Reduce -2.4% | 1,654,617 | $78.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -3.5% | 1,633,067 | $77.6M |
| HighTower Advisors, LLC | 0.10% | Add +7.3% | 1,454,892 | $69.1M |
| McAdam, LLC | 3.80% | Reduce -16.6% | 1,423,928 | $67.7M |
| Kohmann Bosshard Financial Services, LLC | 6.83% | Add +3.7% | 1,157,306 | $55.0M |
| Destination Wealth Management | 1.56% | Reduce -2.5% | 1,057,047 | $50.2M |
| Hengehold Capital Management LLC | 4.50% | Add +1.9% | 999,215 | $47.5M |
| BlueSky Wealth Advisors, LLC | 7.35% | Add +5.8% | 995,941 | $47.3M |
| Mariner, LLC | 0.08% | Add +25.7% | 960,753 | $45.7M |
| Horst & Graben Wealth Management LLC | 6.03% | Add +0.8% | 706,414 | $33.6M |
| TruNorth Capital Management, LLC | 9.49% | Add +8.2% | 674,065 | $32.0M |
| Alera Investment Advisors, LLC | 3.60% | Add +139.2% | 645,468 | $30.7M |
| TSA Wealth Managment LLC | 11.66% | Add +18.0% | 609,155 | $28.9M |
| Theory Financial LLC | 12.72% | Add +112.0% | 1,249,993 | $28.9M |
| Financial Life Advisors | 10.32% | Add +7.8% | 574,848 | $27.3M |
| ZynergyRetirementPlanningLLC | 18.82% | Add +3.5% | 562,226 | $26.7M |
| Towercrest Capital Management | 4.22% | Add +1.6% | 551,284 | $26.2M |
| Alliance Wealth Management Group | 6.94% | Add +1.6% | 548,944 | $26.1M |
| Pioneer Wealth Management Group | 12.38% | Add +64.5% | 546,321 | $26.0M |
| Morgan Stanley | 0.00% | Add +3.6% | 541,141 | $25.7M |
| Austin Private Wealth, LLC | 2.50% | Add +5.5% | 534,280 | $25.4M |
| Bank of America Corp. | 0.00% | Add +2.9% | 521,405 | $24.8M |
| FLC Capital Advisors | 5.69% | Add +3.2% | 518,968 | $24.7M |
| Mercer Global Advisors Inc. | 0.06% | Add +99.7% | 1,023,083 | $24.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.55% | Reduce -1.1% | 503,235 | $23.9M |
| Mokosak Advisory Group, LLC | 6.97% | Add +2.5% | 488,832 | $23.2M |
| Blue Trust, Inc. | 0.27% | Add +109.7% | 451,188 | $20.6M |
| Sanctuary Advisors, LLC | 0.13% | Add +92.7% | 885,359 | $20.3M |
| Plum Street Advisors, LLC | 10.22% | Add +9.5% | 424,701 | $20.2M |
| KilterHowling LLC | 11.87% | Add +4.7% | 397,708 | $18.9M |
| Tenret Co LLC | 11.62% | Add +10.6% | 388,844 | $18.5M |
| United Capital Financial Advisors, LLC | 0.15% | Reduce -1.8% | 379,517 | $18.0M |
| One Wealth Advisors, LLC | 2.73% | New | 373,999 | $17.8M |
| Avantax Advisory Services, Inc. | 0.11% | Add +16.3% | 356,901 | $17.0M |
| Revolve Wealth Partners, LLC | 2.49% | Add +9.4% | 342,877 | $16.3M |
| Security Financial Services, INC. | 3.23% | Add +105.3% | 334,181 | $15.9M |
| CFS Investment Advisory Services, LLC | 1.32% | Reduce -0.5% | 331,774 | $15.8M |
| Cetera Investment Advisers | 0.03% | Reduce -0.2% | 331,536 | $15.8M |
| Jones Financial Companies LLLP | 0.02% | Add +24.0% | 322,532 | $15.4M |
| CW Advisors, LLC | 0.20% | Add +0.8% | 320,710 | $15.2M |
| Mutual Advisors, LLC | 0.44% | Add +124.4% | 643,301 | $14.9M |
| Cedar Mountain Advisors, LLC | 3.18% | Add +34780.8% | 296,487 | $14.1M |
| FFG Retirement Advisors LLC | 8.84% | Add +13.9% | 285,755 | $13.6M |
| James J. Burns & Company, LLC | 2.36% | Reduce -4.9% | 275,067 | $13.1M |
| Bond & Devick Financial Network, Inc. | 5.57% | Add +6.7% | 274,050 | $13.0M |
| Larson Financial Group LLC | 0.70% | Reduce -4.3% | 260,268 | $12.4M |
| Cypress Wealth Services, LLC | 2.55% | Add +12.8% | 259,690 | $12.3M |
| Moneta Group Investment Advisors LLC | 0.17% | Add +100.5% | 505,344 | $12.0M |
| Kickstand Ventures, Llc. | 3.04% | Add +4.7% | 251,032 | $11.9M |
| Christensen, King & Associates Investment Services, Inc. | 5.60% | Reduce -0.5% | 250,578 | $11.9M |
| Ascent Group, LLC | 0.88% | Add +192.7% | 243,964 | $11.6M |
| Clearview Wealth Advisors LLC | 8.62% | Add +13.6% | 235,266 | $11.2M |
| Myecfo, LLC | 6.03% | Add +2.5% | 234,106 | $11.1M |
| Osaic Holdings, Inc. | 0.03% | Add +1.7% | 233,793 | $11.1M |
| WealthShield Partners, LLC | 1.39% | Add +6.8% | 216,183 | $10.3M |
| Beacon Pointe Advisors, LLC | 0.12% | Add +8.3% | 215,844 | $10.3M |
| LPL Financial LLC | 0.00% | Reduce -4.3% | 214,556 | $10.2M |
| Apriem Advisors | 1.19% | Add +79.4% | 213,822 | $10.2M |
| Columbus Macro, LLC | 3.66% | Add +16.9% | 257,525 | $10.1M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -4.4% | 205,313 | $9.8M |
| Members Advisory Group LLC | 4.72% | Reduce -9.9% | 198,676 | $9.4M |
| Forthright Family Wealth Advisory LLC | 6.06% | Add +184.7% | 405,421 | $9.4M |
| Ethos Financial Group, LLC | 1.56% | Add +4.5% | 197,749 | $9.4M |
| Creative Planning | 0.01% | Add +3.0% | 197,671 | $9.4M |
| Leavell Investment Management, Inc. | 0.47% | Reduce -2.6% | 197,125 | $9.4M |
| Waverly Advisors, LLC | 0.17% | Add +6.6% | 196,714 | $9.3M |
| Northwest Investment Counselors, LLC | 2.03% | Add +9.0% | 188,643 | $9.0M |
| Mayflower Financial Advisors, LLC | 1.28% | Add +8.4% | 179,063 | $8.5M |
| Cerity Partners LLC | 0.02% | Add +155.7% | 178,681 | $8.5M |
| MorganRosel Wealth Management, LLC | 2.78% | Add +0.8% | 177,671 | $8.4M |
| Focus Financial Network, Inc. | 0.34% | Add +3.2% | 177,526 | $8.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -0.6% | 174,389 | $8.3M |
| Signature Estate & Investment Advisors LLC | 0.19% | Add +6.5% | 173,117 | $8.2M |
| Robertson Stephens Wealth Management, LLC | 0.30% | Reduce -1.9% | 171,090 | $8.1M |
| UBS Group AG | 0.00% | Add +0.4% | 169,559 | $8.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +10.3% | 166,518 | $7.9M |
| Callan Capital, LLC | 0.53% | Add +3.0% | 160,524 | $7.6M |
| Freestone Capital Holdings, LLC | 0.26% | Reduce -5.7% | 156,013 | $7.4M |
| Independent Solutions Wealth Management, LLC | 1.66% | Add +9.8% | 153,990 | $7.3M |
| Clay Northam Wealth Management, LLC | 4.98% | Add +2.1% | 152,214 | $7.2M |
| Wakefield Asset Management LLLP | 2.32% | Add +11.3% | 150,414 | $7.1M |
| AE Wealth Management LLC | 0.06% | Reduce -8.2% | 146,928 | $7.0M |
| Marotta Asset Management | 1.35% | Add +1.6% | 144,366 | $6.9M |
| Spectrum Planning & Advisory Services Inc. | 6.41% | Reduce -0.1% | 140,262 | $6.7M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -1.7% | 139,366 | $6.6M |
| TPG Advisors LLC | 5.12% | Add +3.4% | 137,792 | $6.5M |
| Reston Wealth Management LLC | 2.31% | Add +4.5% | 134,529 | $6.4M |
| Tempus Wealth Planning, LLC | 2.34% | Add +5.5% | 134,390 | $6.4M |
| Client 1ST Advisory Group, LLC | 2.53% | Add +9.3% | 133,921 | $6.4M |
| IFP Advisors, Inc | 0.23% | Add +7.6% | 133,564 | $6.3M |
| Fifth Third Securities, Inc. | 0.59% | Reduce -6.0% | 131,701 | $6.3M |
| Avior Wealth Management, LLC | 0.25% | Add +16.1% | 131,630 | $6.3M |
| Bluespring Wealth Management, LLC | 0.63% | Add +0.4% | 131,385 | $6.2M |
| Asset Allocation Strategies LLC | 1.74% | Add +260.9% | 128,546 | $6.1M |
| Peak Financial Management, Inc. | 1.75% | Add +6.0% | 125,220 | $6.0M |
| Jane Street Group, LLC | 0.01% | Reduce -38.9% | 124,350 | $5.9M |
| SigFig Wealth Management, LLC | 0.21% | Add +7.6% | 197,570 | $5.9M |
| Bogart Wealth, LLC | 0.27% | Add +1.5% | 121,105 | $5.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.9% | 119,485 | $5.7M |
| Beacon Bridge Wealth Partners, LLC | 2.40% | Add +3.2% | 117,782 | $5.6M |
| Creative Financial Designs Inc. | 0.46% | Add +8.6% | 115,863 | $5.5M |
| Phillips Financial Management, LLC | 0.42% | Reduce -0.4% | 113,653 | $5.4M |
| Friedenthal Financial | 3.10% | Reduce -4.0% | 111,359 | $5.3M |
| TNF LLC | 1.89% | Add +66.0% | 226,457 | $5.2M |
| Vertex Planning Partners, LLC | 1.25% | Add +306.1% | 109,816 | $5.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +15.6% | 109,324 | $5.2M |
| Curi Capital, LLC | 0.12% | Add +3.7% | 108,416 | $5.2M |
| Park Avenue Securities LLC | 0.06% | Add +1.4% | 108,356 | $5.1M |
| MML Investors Services, LLC | 0.02% | Add +8.0% | 106,851 | $5.1M |
| Daymark Wealth Partners, LLC | 0.21% | Add +7.1% | 104,400 | $5.0M |
| Northeast Financial Group, Inc. | 1.91% | Reduce -5.8% | 104,374 | $5.0M |
| Curtis Advisory Group, LLC | 1.40% | Add +7.4% | 103,683 | $4.9M |
| Cwm, LLC | 0.02% | Add +171.5% | 103,293 | $4.9M |
| Affinity Capital Advisors, LLC | 0.95% | Reduce -4.7% | 103,011 | $4.9M |
| Marshall Financial Group Inc. | 1.46% | Add +14.5% | 101,863 | $4.8M |
| Advisor OS, LLC | 0.48% | Add +0.5% | 101,532 | $4.8M |
| Captrust Financial Advisors | 0.01% | Add +154.8% | 99,769 | $4.7M |
| Northwest Capital Management Inc | 1.70% | Add +180.9% | 99,096 | $4.7M |
| Summit Financial Strategies, Inc. | 0.52% | Reduce -3.4% | 97,165 | $4.6M |
| Tradition Wealth Management, LLC | 0.40% | Add +1.6% | 94,621 | $4.5M |
| Breakwater Investment Management | 1.82% | Add +6.0% | 91,983 | $4.4M |
| Krilogy Financial LLC | 0.30% | Reduce -2.2% | 91,340 | $4.3M |
| VanderPol Investments L.L.C. | 9.58% | Add +63.7% | 90,516 | $4.3M |
| Bfsg, LLC | 0.50% | Add +4.4% | 90,015 | $4.3M |
| Smart Money Group LLC | 1.52% | Add +123.3% | 184,744 | $4.3M |
| HC Advisors, LLC | 3.43% | Add +13.2% | 87,700 | $4.2M |
| GTS Securities LLC | 0.08% | New | 86,251 | $4.1M |
| Syon Capital LLC | 0.36% | Add +12.4% | 85,778 | $4.1M |
| WealthPLAN Partners, LLC | 0.55% | Reduce -3.7% | 85,540 | $4.1M |
| Patriot Investment Management Group, Inc. | 0.30% | Reduce -3.5% | 85,494 | $4.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.11% | Reduce -2.9% | 85,066 | $4.0M |
| Apeiron RIA LLC | 1.14% | Add +8.0% | 83,634 | $4.0M |
| Guardian Financial Partners, LLC | 2.44% | Reduce -0.6% | 81,994 | $3.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +3.0% | 79,903 | $3.8M |
| Harbour Investments, Inc. | 0.11% | Reduce -10.7% | 76,638 | $3.6M |
| Apollon Wealth Management, LLC | 0.10% | Add +998.2% | 74,953 | $3.6M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -30.2% | 74,033 | $3.5M |
| Chesapeake Wealth Management | 1.20% | Add +5.7% | 73,882 | $3.5M |
| AdvisorNet Financial, Inc | 0.25% | Add +0.8% | 71,216 | $3.4M |
| NYL Investors LLC | 0.21% | Reduce -1.0% | 71,000 | $3.4M |
| My Legacy Advisors, LLC | 1.32% | Reduce -41.7% | 70,491 | $3.3M |
| Greenup Street Wealth Management LLC | 0.67% | Add +19.3% | 68,448 | $3.3M |
| Grey Fox Wealth Advisors, LLC | 0.89% | Reduce -1.7% | 67,040 | $3.2M |
| Emergent Wealth Advisors, LLC | 2.31% | Add +0.1% | 65,677 | $3.1M |
| JMG Financial Group, Ltd. | 0.11% | Reduce -64.3% | 65,239 | $3.1M |
| RKL Wealth Management LLC | 0.28% | Reduce -4.7% | 65,217 | $3.1M |
| ETF Store, Inc. | 3.19% | Reduce -7.4% | 65,125 | $3.1M |
| Atria Investments, Inc | 0.04% | Reduce -0.9% | 62,313 | $3.0M |
| Stonekeep Investments, LLC | 2.28% | Add +4.6% | 62,251 | $3.0M |
| Main Street Financial Solutions, LLC | 0.27% | Add +18.8% | 61,904 | $2.9M |
| Oarsman Capital, Inc. | 0.54% | Add +28.2% | 60,943 | $2.9M |
| Redwood Investment Management, LLC | 0.25% | Add +6.8% | 60,012 | $2.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.38% | Add +4.6% | 59,712 | $2.8M |
| Valmark Advisers, Inc. | 0.04% | Add +26.3% | 59,650 | $2.8M |
| Sightline Wealth Advisors, LLC | 1.53% | Reduce -26.9% | 58,568 | $2.8M |
| Blue Barn Wealth, LLC | 1.41% | Add +2.6% | 57,879 | $2.8M |
| Fullcircle Wealth LLC | 1.23% | Add +131.1% | 118,247 | $2.7M |
| Firethorn Wealth Partners, LLC | 1.38% | Reduce -1.3% | 57,142 | $2.7M |
| Omega Financial Group, LLC | 1.02% | Reduce -7.8% | 56,730 | $2.7M |
| Retirement Planning Group, LLC | 0.15% | Reduce -30.2% | 56,525 | $2.7M |
| Vantage Financial Partners, LLC | 0.64% | Reduce -74.5% | 54,394 | $2.6M |
| Global Retirement Partners, LLC | 0.08% | Reduce -4.8% | 54,007 | $2.6M |
| Wealthspire Retirement, LLC | 0.21% | Reduce -2.4% | 53,987 | $2.6M |
| Ancora Advisors LLC | 0.06% | Reduce -6.9% | 53,471 | $2.5M |
| Lowery Thomas, LLC | 1.72% | New | 53,362 | $2.5M |
| Perigon Wealth Management, LLC | 0.07% | Add +3.5% | 53,226 | $2.5M |
| Diversify Wealth Management, LLC | 0.24% | Add +352.6% | 108,945 | $2.5M |
| Magnolia Capital Advisors LLC | 1.23% | No change | 51,815 | $2.5M |
| Financial Designs Corp | 1.58% | Reduce -0.4% | 51,653 | $2.5M |
| Compass Financial Group, INC | 0.47% | Add +5.5% | 50,697 | $2.4M |
| Cooper/Haims Advisors, LLC | 1.32% | Reduce -0.2% | 50,562 | $2.4M |
| Leading Edge Financial Planning LLC | 0.80% | Reduce -2.3% | 50,233 | $2.4M |
| Independent Financial Group, LLC | 0.09% | Add +7.8% | 48,993 | $2.3M |
| Maia Wealth LLC | 0.57% | Add +86.7% | 99,367 | $2.3M |
| Curbstone Financial Management Corp | 0.49% | Reduce -0.8% | 48,350 | $2.3M |
| Renaissance Technologies | 0.00% | New | 47,600 | $2.3M |
| CreativeOne Wealth, LLC | 0.08% | Add +3.7% | 47,488 | $2.3M |
| Capital Management Associates, Inc | 0.92% | New | 47,279 | $2.2M |
| Avidian Wealth Enterprises, LLC | 0.10% | Add +0.3% | 46,839 | $2.2M |
| Kades & Cheifetz LLC | 1.27% | Reduce -2.7% | 46,772 | $2.2M |
| Hoxton Planning & Management, LLC | 0.86% | Add +3.3% | 46,507 | $2.2M |
| Lodestar Private Asset Management LLC | 0.28% | Reduce -12.2% | 46,425 | $2.2M |
| Foundations Investment Advisors, LLC | 0.05% | Add +66.5% | 45,381 | $2.2M |
| Sutton Place Investors LLC | 1.27% | Reduce -5.0% | 43,865 | $2.1M |
| Elios Financial Group Inc. | 0.96% | — | 43,803 | $2.1M |
| Transform Wealth, LLC | 0.14% | Add +6.6% | 43,746 | $2.1M |
| Eagle Harbor Asset Management Inc. | 2.05% | Add +2.0% | 50,388 | $2.1M |
| Csenge Advisory Group | 0.11% | Add +215.8% | 88,014 | $2.1M |
| Citadel Advisors | 0.00% | Reduce -22.2% | 43,159 | $2.1M |
| Ballast Advisors LLC | 0.63% | Add +0.3% | 42,914 | $2.0M |
| ProVise Management Group, LLC | 0.16% | Reduce -4.8% | 42,886 | $2.0M |
| Brookstone Capital Management | 0.03% | Add +43.6% | 42,468 | $2.0M |
| Bangor Savings Bank | 0.19% | Reduce -7.7% | 41,552 | $2.0M |
| Midwest Financial Group LLC | 1.15% | Add +1.2% | 41,316 | $2.0M |
| CVA Family Office, LLC | 0.32% | Add +0.3% | 41,230 | $2.0M |
| NBT Bank, N.A. | 0.13% | No change | 40,816 | $1.9M |
| Valley Forge Investment Consultants Inc. Adv | 0.67% | Reduce -3.1% | 40,635 | $1.9M |
| Act Wealth Management, LLC | 0.85% | New | 40,294 | $1.9M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -25.0% | 39,982 | $1.9M |
| Strategic Blueprint, LLC | 0.12% | Reduce -12.7% | 39,896 | $1.9M |
| Axiom Advisory, LLC | 0.02% | Add +98.7% | 40,424 | $1.9M |
| All Season Financial Advisors, Inc. | 1.61% | Add +25.1% | 39,729 | $1.9M |
| Nwam LLC | 0.11% | New | 39,398 | $1.9M |
| SeaCrest Wealth Management, LLC | 0.20% | Reduce -0.2% | 39,196 | $1.9M |
| Crabel Capital Management, LLC | 1.30% | Add +147.7% | 38,917 | $1.8M |
| Bush Investment Group, LLC | 1.45% | Add +3.7% | 38,288 | $1.8M |
| Sage Financial Management Group, Inc. | 0.70% | New | 38,046 | $1.8M |
| Cedar Wealth Management, LLC | 0.56% | Add +30.1% | 37,956 | $1.8M |
| Gen-Wealth Partners Inc | 0.79% | Add +85.5% | 78,043 | $1.8M |
| WBH Advisory Inc. | 0.17% | Reduce -0.6% | 37,897 | $1.8M |
| Cherry Tree Wealth Management, LLC | 0.42% | Add +3.6% | 37,705 | $1.8M |
| HHM Wealth Advisors, LLC | 0.25% | Add +17.7% | 36,659 | $1.7M |
| Signal Advisors Wealth, LLC | 0.25% | New | 36,339 | $1.7M |
| Revisor Wealth Management LLC | 1.07% | Add +61.9% | 36,141 | $1.7M |
| Maripau Wealth Management LLC | 1.48% | Reduce -6.7% | 36,043 | $1.7M |
| Oldfather Financial Services, LLC | 0.65% | Add +2.1% | 35,438 | $1.7M |
| C M Bidwell & Associates Ltd. | 1.01% | Add +16.2% | 34,675 | $1.6M |
| Mendel Capital Management LLC | 1.01% | Add +4.0% | 34,666 | $1.6M |
| Eley Financial Management, Inc | 0.66% | Reduce -1.1% | 34,639 | $1.6M |
| Corrigan Financial, Inc. | 0.36% | Reduce -14.4% | 33,460 | $1.6M |
| Red Tortoise LLC | 0.78% | Add +0.7% | 32,770 | $1.6M |
| Lathrop Investment Management Co. | 0.29% | Add +15.6% | 32,348 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +37.7% | 32,164 | $1.5M |
| Smart Portfolios, LLC | 1.56% | No change | 32,140 | $1.5M |
| LVW Advisors, LLC | 0.20% | Add +11.6% | 32,140 | $1.5M |
| World Investment Advisors | 0.05% | Reduce -0.8% | 32,034 | $1.5M |
| Transcend Capital Advisors, LLC | 0.10% | Add +1.1% | 31,959 | $1.5M |
| Hill Island Financial LLC | 0.46% | Reduce -0.4% | 31,774 | $1.5M |
| Merit Financial Group, LLC | 0.03% | Reduce -82.4% | 31,531 | $1.5M |
| Graves Light Lenhart Wealth, Inc. | 0.18% | Add +0.0% | 31,081 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +80.2% | 30,573 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +80.2% | 30,573 | $1.5M |
| Clear Creek Financial Management, LLC | 0.16% | Add +14.5% | 30,556 | $1.5M |
| Farnam Financial LLC | 1.59% | — | 30,529 | $1.5M |
| Faithward Advisors, LLC | 0.25% | Reduce -21.3% | 30,272 | $1.4M |
| Regal Investment Advisors LLC | 0.10% | Add +8.0% | 30,266 | $1.4M |
| Blossom Wealth Management | 2.84% | Add +3.7% | 29,655 | $1.4M |
| Sterling Investment Management, LLC | 1.07% | Add +0.3% | 29,617 | $1.4M |
| Cahill Financial Advisors Inc. | 0.19% | Add +0.0% | 29,416 | $1.4M |
| LexAurum Advisors, LLC | 0.31% | Add +0.3% | 29,390 | $1.4M |
| Alaska Wealth Advisors, LLC | 0.21% | Reduce -4.4% | 29,303 | $1.4M |
| OMC Financial Services LTD | 0.66% | No change | 30,550 | $1.4M |
| Adamsbrown Wealth Consultants LLC | 0.48% | Add +10.6% | 29,150 | $1.4M |
| Centaurus Financial, Inc. | 0.09% | Add +440.6% | 28,779 | $1.4M |
| RDA Financial Network | 0.42% | Add +1.7% | 28,726 | $1.4M |
| Avion Wealth | 0.35% | Reduce -4.2% | 28,153 | $1.3M |
| Stratos Wealth Advisors, LLC | 0.06% | Reduce -61.6% | 27,869 | $1.3M |
| Modera Wealth Management, LLC | 0.02% | Add +0.4% | 27,769 | $1.3M |
| Koshinski Asset Management, Inc. | 0.11% | Reduce -0.6% | 27,036 | $1.3M |
| W Advisors, LLC | 0.79% | Reduce -0.0% | 26,902 | $1.3M |
| Twele Capital Management, Inc. | 0.26% | Add +1.8% | 26,181 | $1.2M |
| Orcam Financial Group | 1.20% | Add +0.3% | 26,167 | $1.2M |
| Stockman Wealth Management, Inc. | 0.19% | Add +5.5% | 26,155 | $1.2M |
| Shared Vision Wealth Group LLC | 0.66% | Reduce -0.5% | 26,079 | $1.2M |
| Exchange Capital Management, Inc. | 0.20% | Reduce -3.8% | 26,005 | $1.2M |
| Bigelow Investment Advisors, LLC | 0.55% | Reduce -12.2% | 25,809 | $1.2M |
| Empirical Asset Management, LLC | 0.43% | Add +0.4% | 25,233 | $1.2M |
| Cooper Financial Group | 0.15% | Add +43.7% | 24,967 | $1.2M |
| Great Waters Wealth Management | 0.16% | Add +1.4% | 24,634 | $1.2M |
| SageView Advisory Group, LLC | 0.06% | New | 24,258 | $1.2M |
| Arete Wealth Advisors, LLC | 0.10% | Add +7.8% | 23,990 | $1.1M |
| True North Advisors, LLC | 0.30% | Reduce -4.1% | 23,913 | $1.1M |
| Seneca Financial Advisors LLC | 0.55% | Reduce -1.7% | 23,627 | $1.1M |
| Burt Wealth Advisors | 0.27% | No change | 23,439 | $1.1M |
| Manchester Financial Inc. | 0.24% | Reduce -13.0% | 23,417 | $1.1M |
| Farther Finance Advisors, LLC | 0.04% | Add +9.7% | 23,056 | $1.1M |
| VERITY Wealth Advisors | 0.76% | Add +0.1% | 22,892 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +5.8% | 22,617 | $1.1M |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Reduce -30.6% | 22,549 | $1.1M |
| Bowman & Co S.C. | 0.56% | Add +0.6% | 22,483 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -16.5% | 22,474 | $1.1M |
| Mission Creek Capital Partners, Inc. | 0.25% | Reduce -0.4% | 22,414 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Add +61.0% | 22,372 | $1.1M |
| Western Financial Corp | 0.60% | Add +2.1% | 22,318 | $1.1M |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -13.7% | 21,817 | $1.0M |
| Worth Asset Management, LLC | 0.55% | Add +261.2% | 21,430 | $1.0M |
| Shearwater Capital LLC | 0.68% | Reduce -1.7% | 20,896 | $993K |
| Lido Advisors, LLC | 0.01% | Reduce -10.3% | 20,806 | $989K |
| Advisory Services Network, LLC | 0.02% | No change | 21,057 | $960K |
| IFG Advisory, LLC | 0.06% | Add +4.6% | 20,033 | $952K |
| Beacon Financial Advisory LLC | 0.32% | Add +1.0% | 19,903 | $946K |
| Grey Ledge Advisors, LLC | 0.24% | Reduce -2.2% | 19,724 | $937K |
| Empower Advisory Group, LLC | 0.00% | Add +0.0% | 19,643 | $933K |
| Zhang Financial LLC | 0.06% | Add +11.1% | 19,503 | $927K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -3.0% | 19,498 | $927K |
| Savant Capital, LLC | 0.01% | Reduce -5.2% | 19,410 | $922K |
| Squarepoint Ops LLC | 0.00% | Add +26.7% | 19,349 | $919K |
| JFS Wealth Advisors, LLC | 0.06% | Reduce -6.1% | 19,161 | $911K |
| Pinnacle Family Advisors, LLC | 0.47% | Add +3.2% | 19,157 | $910K |
| US Bancorp \de | 0.00% | Add +26.1% | 18,875 | $897K |
| Embree Financial Group | 0.16% | Add +2.1% | 18,810 | $894K |
| Beacon Financial Group | 0.10% | Reduce -0.6% | 18,808 | $894K |
| FIDELIS iM, LLC | 0.40% | New | 18,680 | $887K |
| Gradient Capital Advisors, LLC | 0.29% | Reduce -7.4% | 18,506 | $879K |
| Roundview Capital LLC | 0.06% | Reduce -1.1% | 18,175 | $864K |
| Aletheian Wealth Advisors LLC | 0.50% | Reduce -0.0% | 18,091 | $860K |
| Juncture Wealth Strategies, LLC | 0.33% | Reduce -4.2% | 18,040 | $857K |
| Prudential Financial Inc. | 0.00% | Reduce -16.9% | 17,943 | $853K |
| Worth Financial Advisory Group, LLC | 0.50% | Add +10.3% | 17,839 | $848K |
| Sowell Financial Services LLC | 0.04% | Reduce -1.9% | 17,522 | $833K |
| CENTRAL TRUST Co | 0.02% | No change | 17,476 | $830K |
| Focus Partners Wealth | 0.00% | New | 17,383 | $826K |
| Kingsview Wealth Management, LLC | 0.02% | Add +0.5% | 17,375 | $826K |
| Endowment Wealth Management, Inc. | 0.54% | Add +0.4% | 17,307 | $822K |
| D L Carlson Investment Group Inc. | 0.15% | Add +0.7% | 17,294 | $822K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -5.2% | 17,280 | $821K |
| Townsquare Capital LLC | 0.01% | Reduce -23.0% | 17,241 | $819K |
| Signet Investment Advisory Group, Inc. | 0.41% | Reduce -4.5% | 17,176 | $816K |
| Capital Insight Partners, LLC | 0.14% | Add +10.8% | 16,871 | $802K |
| Catalina Capital Group, LLC | 0.27% | Reduce -6.4% | 16,847 | $801K |
| Latitude Advisors, LLC | 0.45% | Add +19.7% | 16,702 | $794K |
| EP Wealth Advisors, LLC | 0.01% | New | 16,228 | $771K |
| Kirtland Hills Capital Management, LLC | 0.42% | New | 760,774 | $761K |
| Natixis Advisors, LLC | 0.00% | Add +6.1% | 31,991 | $760K |
| CWC Advisors, LLC. | 0.74% | — | 15,841 | $753K |
| Western Wealth Management, LLC | 0.04% | Add +112.8% | 15,582 | $740K |
| Per Stirling Capital Management, LLC. | 0.10% | Add +2.3% | 15,543 | $739K |
| Heritage Family Offices, LLP | 0.38% | Add +23.9% | 15,372 | $730K |
| OMNI 360 Wealth, Inc. | 0.50% | Reduce -8.6% | 15,282 | $726K |
| Royal Bank of Canada | 0.00% | Reduce -8.0% | 15,056 | $716K |
| Stifel Financial Corp. | 0.00% | Reduce -52.2% | 15,007 | $713K |
| Ausdal Financial Partners, Inc. | 0.07% | Add +4.0% | 14,972 | $711K |
| Alpha Omega Wealth Management LLC | 0.13% | Add +0.2% | 14,894 | $708K |
| Richard P Slaughter Associates Inc | 0.16% | Reduce -34.0% | 14,893 | $708K |
| Meridian Wealth Partners, LLC | 0.11% | Reduce -0.7% | 14,798 | $703K |
| Geneos Wealth Management Inc. | 0.03% | Reduce -2.9% | 14,772 | $702K |
| Visionary Wealth Advisors | 0.04% | Reduce -9.2% | 14,478 | $688K |
| Cobblestone Capital Advisors LLC | 0.04% | Add +0.2% | 14,402 | $684K |
| Brand Asset Management Group, Inc. | 0.26% | Add +0.9% | 14,221 | $676K |
| Advisory Alpha, LLC | 0.02% | Add +47.9% | 14,160 | $673K |
| Lederer & Associates Investment Counsel | 0.47% | Add +1.9% | 13,908 | $661K |
| Chicago Partners Investment Group LLC | 0.02% | Add +99.8% | 28,463 | $659K |
| Cutler Investment Counsel LLC | 0.08% | Reduce -17.2% | 13,856 | $658K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -7.7% | 13,876 | $658K |
| Semmax Financial Advisors Inc. | 0.18% | Add +126.5% | 28,500 | $653K |
| Schneider Downs Wealth Management Advisors, LP | 0.13% | Reduce -1.1% | 13,293 | $632K |
| Midwest Heritage Bank, FSB | 0.29% | Reduce -1.1% | 12,935 | $615K |
| Wells Fargo & Company | 0.00% | Add +778.5% | 12,922 | $614K |
| Laraway Financial Advisors Inc | 0.48% | Reduce -0.5% | 12,746 | $606K |
| Kelman-Lazarov, Inc. | 0.10% | Add +9.2% | 12,683 | $603K |
| Liberty Capital Management, Inc. | 0.13% | Add +0.4% | 12,622 | $600K |
| Intrua Financial, LLC | 0.10% | Add +0.4% | 12,533 | $596K |
| Pacific Capital Wealth Advisors, Inc. | 0.10% | Add +127.0% | 12,498 | $594K |
| Legacy Financial Strategies, LLC | 0.13% | New | 12,472 | $593K |
| Sonoma Private Wealth LLC | 0.91% | Add +10.5% | 12,330 | $586K |
| Aspiriant, LLC | 0.02% | No change | 12,272 | $583K |
| Merkkuri Wealth Advisors LLC | 0.46% | Add +48.5% | 12,159 | $578K |
| Dentgroup LLC | 0.43% | Reduce -2.4% | 12,039 | $572K |
| Kiley Juergens Wealth Management, LLC | 0.15% | Reduce -6.2% | 12,013 | $571K |
| Luts & Greenleigh Group, Inc. | 0.54% | Reduce -8.5% | 11,938 | $567K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +36.8% | 11,796 | $561K |
| Sawgrass Asset Management LLC | 0.06% | No change | 11,566 | $550K |
| ORG Partners LLC | 0.09% | Reduce -88.5% | 11,413 | $542K |
| Truist Financial Corp. | 0.00% | Add +1.6% | 11,347 | $539K |
| Raymond James & Associates | 0.00% | Add +57.9% | 11,288 | $536K |
| One Capital Management, LLC | 0.02% | Reduce -3.0% | 11,100 | $527K |
| FDx Advisors, Inc. | 0.14% | Reduce -2.9% | 10,910 | $518K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +0.9% | 10,890 | $518K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -2.2% | 10,835 | $515K |
| Fermata Advisors, LLC | 0.10% | Add +22.1% | 10,804 | $513K |
| Versant Capital Management, Inc | 0.12% | Add +0.9% | 10,804 | $513K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -0.8% | 10,780 | $512K |
| Legacy Wealth Management, LLC | 0.03% | Reduce -14.9% | 10,764 | $512K |
| Hutchens & Kramer Investment Management Group, LLC | 0.28% | New | 10,724 | $510K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.7% | 10,720 | $509K |
| MSH Capital Advisors LLC | 0.15% | Add +43.4% | 10,551 | $501K |
| Carnegie Investment Counsel | 0.01% | No change | 10,538 | $501K |
| FMR LLC | 0.00% | Add +6778.9% | 10,456 | $497K |
| New Harbor Financial Group, LLC | 0.14% | No change | 10,450 | $497K |
| WealthCollab, LLC | 0.32% | No change | 10,321 | $490K |
| Rappaport Reiches Capital Management, LLC | 0.13% | Reduce -9.4% | 10,291 | $489K |
| Retirement Guys Formula LLC | 0.23% | Add +2.8% | 10,188 | $484K |
| Fulcrum Equity Management | 0.41% | Reduce -17.4% | 10,178 | $484K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +0.3% | 10,030 | $477K |
| Lewis Asset Management, LLC | 0.34% | Add +0.3% | 9,832 | $467K |
| Capital Advisors, Ltd. LLC | 0.06% | No change | 9,820 | $467K |
| Financial Consulate, Inc. | 0.12% | No change | 9,827 | $467K |
| American Capital Advisory, LLC | 0.27% | Reduce -0.1% | 9,819 | $467K |
| Anderson Hoagland & Co. | 0.05% | Reduce -23.0% | 9,938 | $466K |
| Investment Planning Advisors, Inc. | 0.24% | No change | 10,213 | $466K |
| Wedmont Private Capital | 0.03% | Reduce -6.3% | 9,805 | $458K |
| Zacks Investment Management | 0.00% | Add +0.7% | 9,614 | $457K |
| Syntegra Private Wealth Group, LLC | 0.05% | Reduce -1.3% | 9,598 | $456K |
| Hardin Capital Partners, LLC | 0.25% | Add +0.3% | 9,606 | $450K |
| Geometric Wealth Advisors | 0.08% | Add +20.7% | 9,361 | $445K |
| Diversified Investment Strategies, LLC | 0.29% | No change | 9,315 | $443K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -32.4% | 9,182 | $436K |
| Quadrant Capital Group LLC | 0.03% | Reduce -4.2% | 9,150 | $435K |
| Mgo One Seven LLC | 0.02% | Add +30.3% | 9,136 | $434K |
| Wealth Alliance, LLC | 0.05% | Reduce -4.6% | 9,105 | $433K |
| Walker Financial Services, Inc. | 0.29% | Reduce -8.8% | 9,104 | $433K |
| Joule Financial, LLC | 0.16% | Reduce -3.5% | 9,055 | $430K |
| Resurgent Financial Advisors LLC | 0.25% | Add +80.9% | 8,969 | $426K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +5.7% | 8,890 | $423K |
| RBA Wealth Management, LLC | 0.16% | Add +7.0% | 8,905 | $423K |
| D.B. Root & Company, LLC | 0.14% | Reduce -7.9% | 8,843 | $420K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +6.8% | 8,842 | $420K |
| RCS Financial Planning, LLC | 0.23% | Reduce -4.9% | 8,751 | $416K |
| Rothschild Wealth LLC | 0.12% | Add +0.6% | 8,482 | $403K |
| Ahl Investment Management, Inc. | 0.27% | Add +0.3% | 8,349 | $397K |
| Opes Wealth Management LLC | 0.08% | Add +34.8% | 8,344 | $396K |
| Courage Miller Partners, LLC | 0.13% | No change | 8,262 | $393K |
| Newman Dignan & Sheerar, Inc. | 0.09% | Add +46.9% | 16,939 | $391K |
| Swmg, LLC | 0.16% | Add +61.7% | 16,862 | $386K |
| Powers Advisory Group, LLC | 0.19% | Add +0.4% | 8,126 | $386K |
| FAS Wealth Partners, Inc. | 0.03% | Reduce -97.5% | 8,107 | $385K |
| Collective Family Office LLC | 0.10% | New | 8,085 | $384K |
| Portside Wealth Group, LLC | 0.06% | Reduce -30.5% | 7,965 | $379K |
| RHS Financial, LLC | 0.19% | Reduce -2.2% | 7,862 | $374K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -32.3% | 7,839 | $373K |
| Park Edge Advisors, LLC | 0.10% | Reduce -0.6% | 7,580 | $360K |
| Wealthgarden F.S. LLC | 0.35% | Add +7.6% | 7,575 | $360K |
| Kaizen Financial Strategies | 0.21% | No change | 7,570 | $360K |
| Vaughan David Investments LLC | 0.01% | No change | 7,528 | $358K |
| Alley Investment Management Company, LLC | 0.04% | Add +2.6% | 7,341 | $349K |
| Ascentis Independent Advisors | 0.05% | No change | 7,275 | $346K |
| HB Wealth Management, LLC | 0.00% | Add +3.0% | 7,160 | $340K |
| GS Investments, Inc. | 0.15% | Reduce -4.0% | 7,146 | $340K |
| PFG Advisors | 0.02% | Add +0.2% | 7,140 | $339K |
| Choreo, LLC | 0.00% | Add +1.3% | 7,063 | $337K |
| Burns J W & Co. Inc. | 0.04% | No change | 7,000 | $333K |
| Tiaa Trust, National Association | 0.00% | No change | 6,989 | $332K |
| Access Financial Services, Inc. | 0.15% | No change | 6,979 | $332K |
| Partners in Financial Planning | 0.07% | Reduce -3.9% | 6,900 | $328K |
| ONE Advisory Partners, LLC | 0.14% | Reduce -8.8% | 6,762 | $321K |
| Consolidated Portfolio Review Corp | 0.07% | Reduce -16.1% | 6,749 | $321K |
| Fairview Capital Investment Management, LLC | 0.02% | Add +9.1% | 6,600 | $314K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 6,381 | $303K |
| Simplicity Wealth,LLC | 0.03% | Reduce -31.1% | 6,275 | $298K |
| Principal Securities, Inc. | 0.01% | Add +72.7% | 6,249 | $297K |
| UNIVEST FINANCIAL Corp | 0.02% | New | 6,236 | $296K |
| Code Waechter LLC | 0.28% | — | 6,218 | $295K |
| Texas Yale Capital Corp. | 0.01% | No change | 6,184 | $294K |
| Certus Wealth Management, LLC | 0.20% | No change | 6,132 | $291K |
| Regimen Wealth, LLC | 0.09% | Add +1.0% | 6,011 | $286K |
| Cardiff Park Advisors, LLC | 0.03% | Add +1.0% | 5,972 | $284K |
| Evensky & Katz LLC | 0.02% | Reduce -8.1% | 5,945 | $283K |
| MidAtlantic Capital Management, Inc. | 0.20% | Reduce -0.8% | 5,893 | $280K |
| Aveo Capital Partners, LLC | 0.03% | Add +21.0% | 5,788 | $275K |
| Betterment LLC | 0.00% | Reduce -73.5% | 5,781 | $275K |
| Acorn Wealth Advisors, LLC | 0.12% | No change | 5,724 | $272K |
| Summit Wealth Group, LLC | 0.08% | Reduce -5.0% | 5,701 | $271K |
| Souders Financial Advisors | 0.04% | Reduce -4.0% | 5,609 | $267K |
| Whelan Financial | 0.11% | Reduce -2.1% | 5,600 | $266K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -18.6% | 5,449 | $259K |
| Wedbush Securities Inc. | 0.01% | No change | 5,354 | $254K |
| Keebeck Wealth Management | 0.04% | No change | 5,274 | $251K |
| NewEdge Advisors, LLC | 0.00% | Add +1237.6% | 5,190 | $247K |
| 1900 Wealth Management LLC | 0.02% | Reduce -35.4% | 5,185 | $246K |
| Andrews, Lucia Wealth Management LLC | 0.17% | No change | 5,390 | $246K |
| Savvy Advisors, Inc. | 0.05% | Reduce -17.6% | 5,155 | $245K |
| Maple Capital Management, Inc. | 0.02% | Reduce -38.2% | 5,152 | $245K |
| Cannon Financial Strategists, Inc. | 0.04% | No change | 5,067 | $241K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 5,017 | $238K |
| Corient Private Wealth LP | 0.00% | No change | 4,950 | $235K |
| REDW Wealth LLC | 0.06% | No change | 4,946 | $235K |
| Index Fund Advisors, Inc. | 0.01% | Reduce -0.2% | 4,929 | $234K |
| Optimum Investment Advisors | 0.10% | Add +0.8% | 4,860 | $231K |
| Quantum Capital Management, LLC / NJ | 0.02% | Reduce -8.9% | 4,836 | $230K |
| Clearwater Capital Advisors, LLC | 0.02% | Reduce -2.4% | 4,795 | $228K |
| Leo Wealth, LLC | 0.02% | New | 4,743 | $225K |
| WT Wealth Management | 0.07% | New | 9,643 | $225K |
| Barden Capital Management, Inc. | 0.20% | No change | 4,704 | $224K |
| Burns Matteson Capital Management, LLC | 0.12% | Reduce -34.9% | 4,662 | $222K |
| WNY Asset Management, LLC | 0.03% | Reduce -26.7% | 4,624 | $220K |
| Black Diamond Financial, LLC | 0.04% | No change | 4,592 | $218K |
| AlphaStar Capital Management, LLC | 0.02% | Reduce -21.7% | 4,568 | $217K |
| SRH Advisors, LLC | 0.07% | No change | 4,553 | $216K |
| Prospera Financial Services Inc | 0.01% | Reduce -5.6% | 4,411 | $210K |
| Inspire Advisors, LLC | 0.03% | New | 4,413 | $210K |
| Lake Street Advisors Group, LLC | 0.01% | New | 4,387 | $208K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 4,320 | $205K |
| Parkside Financial Bank & Trust | 0.03% | Add +1.0% | 4,266 | $203K |
| Basepoint Wealth LLC | 0.15% | Reduce -12.6% | 4,242 | $202K |
| Genesee Capital Advisors, LLC | 0.10% | Reduce -6.7% | 4,224 | $201K |
| AQR Capital Management | 0.00% | New | 4,212 | $200K |
| Joseph Group Capital Management | 0.07% | New | 4,063 | $193K |
| Evolution Advisers, Inc. | 0.10% | Reduce -26.4% | 3,818 | $181K |
| Valley National Advisers Inc. | 0.03% | No change | 3,665 | $174K |
| Spire Wealth Management | 0.01% | Reduce -0.5% | 3,637 | $173K |
| Investors Research Corp | 0.04% | No change | 3,547 | $169K |
| Signaturefd, LLC | 0.00% | Add +2.5% | 3,513 | $167K |
| Toth Financial Advisory Corp. | 0.02% | Reduce -3.0% | 3,325 | $158K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 3,285 | $156K |
| Davis Capital Management | 0.12% | Add +1.6% | 3,271 | $155K |
| Glass Jacobson Investment Advisors llc | 0.05% | No change | 3,250 | $154K |
| Front Row Advisors LLC | 0.05% | No change | 2,919 | $139K |
| Aspire Wealth Management Corp | 0.07% | Reduce -0.4% | 2,654 | $126K |
| Carmichael Hill & Associates, Inc. | 0.04% | Add +33.6% | 2,447 | $116K |
| CoreCap Advisors, LLC | 0.01% | New | 2,231 | $106K |
| BlackRock, Inc. | 0.00% | — | 2,109 | $100K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,101 | $100K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 2,050 | $97K |
| Comerica Bank | 0.00% | Reduce -26.5% | 1,878 | $89K |
| Rothschild Investment LLC | 0.01% | New | 1,847 | $88K |
| Granite Investment Partners, LLC | 0.00% | Reduce -2.9% | 1,835 | $87K |
| Wagner Wealth Management, LLC | 0.02% | Add +8.6% | 1,737 | $83K |
| Robinswood Financial LLC | 0.03% | Add +25.6% | 1,731 | $82K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.1% | 1,681 | $80K |
| Stephens Consulting, LLC | 0.02% | No change | 1,561 | $74K |
| New Republic Capital, LLC | 0.04% | New | 1,513 | $72K |
| Clearstead Advisors, LLC | 0.00% | Add +0.4% | 1,462 | $69K |
| Main Street Group, LTD | 0.03% | Reduce -45.3% | 1,377 | $65K |
| WFA of San Diego, LLC | 0.05% | No change | 1,351 | $64K |
| Townsend Asset Management Corp. /NC/ | 0.02% | Reduce -13.7% | 1,297 | $62K |
| Bristlecone Advisors, LLC | 0.00% | New | 1,177 | $56K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Add +1.7% | 1,167 | $55K |
| Salem Investment Counselors Inc. | 0.00% | Add +6.0% | 1,017 | $48K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,005 | $48K |
| DHJJ Financial Advisors, Ltd. | 0.02% | Reduce -14.7% | 811 | $39K |
| Financial Management Professionals, Inc. | 0.00% | No change | 782 | $37K |
| RE Dickinson Investment Advisors, LLC | 0.02% | Reduce -19.3% | 771 | $37K |
| Legacy Bridge, LLC | 0.02% | No change | 765 | $36K |
| Godsey & Gibb, Inc. | 0.00% | New | 761 | $36K |
| Sound Income Strategies, LLC | 0.00% | New | 741 | $35K |
| Parallel Advisors, LLC | 0.00% | Reduce -48.6% | 696 | $33K |
| National Bank of Canada | 0.00% | No change | 1,325 | $31K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 650 | $31K |
| Sandy Spring Bank | 0.00% | New | 615 | $29K |
| TFC Financial Management, Inc. | 0.00% | New | 595 | $28K |
| Westside Investment Management, Inc. | 0.01% | No change | 558 | $27K |
| Archer Investment Corp | 0.01% | New | 550 | $26K |
| Blair William & Co. | 0.00% | Reduce -52.2% | 541 | $26K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +8.2% | 474 | $23K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 467 | $22K |
| Assetmark, Inc. | 0.00% | Add +1032.5% | 453 | $22K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -56.2% | 445 | $21K |
| Weaver Capital Management LLC | 0.01% | Reduce -14.2% | 436 | $21K |
| Fort Vancouver Investment Management, LLC | 0.02% | No change | 431 | $20K |
| NorthRock Partners, LLC | 0.00% | Reduce -19.8% | 422 | $20K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.9% | 337 | $16K |
| Heritage Wealth Advisors | 0.00% | Add +0.3% | 332 | $16K |
| Allworth Financial LP | 0.00% | Reduce -88.9% | 314 | $15K |
| Pineridge Advisors LLC | 0.01% | No change | 286 | $14K |
| Bank of Montreal | 0.00% | No change | 280 | $13K |
| Montag A & Associates Inc. | 0.00% | Add +0.7% | 276 | $13K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 228 | $11K |
| Cordant, Inc. | 0.01% | No change | 227 | $11K |
| EPG Wealth Management LLC | 0.00% | Add +0.0% | 200 | $10K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -53.9% | 389 | $9K |
| Atmos Advisory, LLC | 0.01% | No change | 158 | $8K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Add +3.0% | 135 | $6K |
| Palouse Capital Management, Inc. | 0.00% | No change | 132 | $6K |
| Hexagon Capital Partners LLC | 0.00% | No change | 131 | $6K |
| New England Asset Management Inc. | 0.00% | No change | 100 | $5K |
| M&R Capital Management Inc. | 0.00% | No change | 95 | $5K |
| 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% | No change | 80 | $4K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | Add +2.6% | 79 | $4K |
| Barrett & Company, Inc. | 0.00% | No change | 69 | $3K |
| Earned Wealth Advisors, LLC | 0.00% | New | 68 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | Add +718.8% | 131 | $3K |
| Hollencrest Capital Management | 0.00% | Reduce -90.4% | 65 | $3K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +1.4% | 71 | $3K |
| Kings Path Partners LLC | 0.00% | No change | 62 | $3K |
| LGT Financial Advisors LLC | 0.01% | Add +1.7% | 59 | $3K |
| Thompson Investment Management, Inc. | 0.00% | No change | 57 | $3K |
| Guardian Wealth Management, Inc. | 0.00% | Add +5.8% | 55 | $3K |
| Bellevue Asset Management, LLC | 0.00% | Reduce -65.4% | 53 | $3K |
| Anfield Capital Management, LLC | 0.00% | Reduce -9.2% | 99 | $2K |
| Sachetta, LLC | 0.00% | No change | 45 | $2K |
| Tortoise Investment Management, LLC | 0.00% | New | 43 | $2K |
| 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% | No change | 26 | $1K |
| Planned Solutions, Inc. | 0.00% | New | 26 | $1K |
| AlphaCore Capital 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% | Add +94.4% | 35 | $796 |
| Sunbelt Securities, Inc. | 0.00% | No change | 16 | $760 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 16 | $760 |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -7.7% | 12 | $590 |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -79.6% | 11 | $523 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 10 | $475 |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 9 | $429 |
| AllSquare Wealth Management LLC | 0.00% | No change | 5 | $238 |
| BNP Paribas Financial Markets | 0.00% | New | 1 | $48 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1 | $23 |
"% 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.