Schwab US Aggregate Bond ETFSCHZETF
13F holders, Q4 2025 (December 31)671holders +42
54new positions
49sold out
$23.36avg. 13F price*
At the end of Q4 2025, 671 institutions reported holding Schwab US Aggregate Bond ETF (SCHZ) in their 13F filings, up 42 from Q3 2025. 54 opened new positions and 49 sold out. The largest holders were JPMorgan Chase & Co. ($294.2M), Rockbridge Investment Management, LCC ($209.3M) and Avantax Planning Partners, Inc. ($174.0M).
- Company
- Schwab US Aggregate Bond ETF
- CUSIP
- 808524839
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $33.4M |
| Exits | 49 | $40.5M |
All 13F filers, Q3 2025 → Q4 2025: 15,256,785 shares bought and 10,340,157 shares sold, net +4,916,628 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 671 holders
| JPMorgan Chase & Co. | 0.02% | Add +3.7% | 12,588,220 | $294.2M |
| Rockbridge Investment Management, LCC | 19.47% | Add +12.6% | 8,957,935 | $209.3M |
| Avantax Planning Partners, Inc. | 4.87% | Add +3.7% | 7,447,340 | $174.0M |
| Ameriprise Financial Inc. | 0.03% | Add +2.3% | 6,367,972 | $148.8M |
| Charles Schwab Trust Co | 9.55% | Add +4.5% | 6,215,188 | $145.2M |
| Financial Engines Advisors L.L.C. | 0.24% | Reduce -0.6% | 5,396,451 | $126.1M |
| HighTower Advisors, LLC | 0.11% | Add +8.0% | 4,117,942 | $96.2M |
| Cwm, LLC | 0.25% | Add +2068.1% | 4,022,406 | $94.0M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +8.8% | 3,951,537 | $92.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +16.3% | 3,748,696 | $87.6M |
| OneDigital Investment Advisors LLC | 0.71% | Reduce -6.1% | 3,117,962 | $72.9M |
| Kohmann Bosshard Financial Services, LLC | 6.28% | Add +8.3% | 2,943,613 | $68.9M |
| BlueSky Wealth Advisors, LLC | 7.40% | Add +7.1% | 2,400,575 | $56.1M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -30.1% | 2,324,753 | $54.3M |
| Mariner, LLC | 0.06% | Add +3.0% | 2,136,384 | $49.9M |
| Destination Wealth Management | 1.19% | Add +41.1% | 1,945,776 | $45.5M |
| McAdam, LLC | 2.05% | Add +7.7% | 1,916,045 | $44.8M |
| Pioneer Wealth Management Group | 12.87% | Reduce -24.3% | 1,814,258 | $42.4M |
| Cetera Investment Advisers | 0.04% | Add +0.8% | 1,652,505 | $38.6M |
| Blue Trust, Inc. | 0.41% | Add +4.8% | 1,551,549 | $36.3M |
| Jones Financial Companies LLLP | 0.02% | Add +26.6% | 1,482,876 | $34.7M |
| Financial Life Advisors | 10.65% | Add +7.9% | 1,477,753 | $34.5M |
| Phil A. Younker & Associates, Ltd. | 23.92% | Add +21.7% | 1,468,133 | $34.3M |
| Daymark Wealth Partners, LLC | 1.07% | Add +10.8% | 1,441,944 | $33.7M |
| Horst & Graben Wealth Management LLC | 4.90% | Reduce -1.7% | 1,389,168 | $32.5M |
| TruNorth Capital Management, LLC | 5.64% | Add +4.6% | 1,271,246 | $29.7M |
| KilterHowling LLC | 14.88% | Add +2.7% | 1,256,444 | $29.4M |
| ZynergyRetirementPlanningLLC | 18.06% | Add +0.1% | 1,251,547 | $29.2M |
| NorthRock Partners, LLC | 0.47% | Add +26.7% | 1,185,787 | $27.7M |
| Bank of America Corp. | 0.00% | Add +3.9% | 1,183,283 | $27.7M |
| Modern Wealth Management, LLC | 0.50% | Add +2.3% | 1,179,235 | $27.6M |
| Mokosak Advisory Group, LLC | 6.76% | Add +3.2% | 1,152,078 | $26.9M |
| Theory Financial LLC | 9.00% | Reduce -5.9% | 1,139,188 | $26.7M |
| Plum Street Advisors, LLC | 9.41% | Add +14.0% | 1,130,941 | $26.4M |
| Austin Private Wealth, LLC | 1.96% | Reduce -5.4% | 1,116,835 | $26.1M |
| Osaic Holdings, Inc. | 0.04% | Add +1.7% | 1,077,703 | $25.2M |
| Alliance Wealth Management Group | 5.23% | Reduce -4.2% | 1,018,851 | $23.8M |
| Towercrest Capital Management | 3.75% | Reduce -4.2% | 1,018,851 | $23.8M |
| Morgan Stanley | 0.00% | Reduce -0.8% | 991,763 | $23.2M |
| Creative Planning | 0.02% | Add +121.8% | 953,057 | $22.3M |
| Mercer Global Advisors Inc. | 0.03% | Add +13.3% | 939,297 | $22.0M |
| TSA Wealth Managment LLC | 7.27% | Add +1.6% | 938,747 | $21.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.33% | Reduce -6.8% | 935,914 | $21.9M |
| Tenret Co LLC | 10.81% | Add +3.1% | 913,651 | $21.4M |
| Vident Advisory, LLC | 0.19% | Reduce -30.5% | 885,913 | $20.7M |
| Asset Allocation Strategies LLC | 3.82% | Add +5.1% | 882,937 | $20.6M |
| Elevation Point Wealth Partners, LLC | 0.97% | Add +11.8% | 866,561 | $20.3M |
| Vestmark Advisory Solutions, Inc. | 0.27% | Add +11.8% | 866,448 | $20.2M |
| LPL Financial LLC | 0.01% | Reduce -2.4% | 842,638 | $19.7M |
| Sanctuary Advisors, LLC | 0.11% | Reduce -3.6% | 839,357 | $19.6M |
| Bond & Devick Financial Network, Inc. | 5.42% | Add +10.2% | 822,996 | $19.2M |
| One Wealth Advisors, LLC | 2.28% | Reduce -1.0% | 797,267 | $18.6M |
| Revolve Wealth Partners, LLC | 2.17% | Add +4.8% | 789,604 | $18.5M |
| Moneta Group Investment Advisors LLC | 0.14% | Add +11.1% | 781,082 | $18.3M |
| MLG Wealth Management DBA Pine Grove Financial Group | 2.10% | — | 743,324 | $17.4M |
| Revisor Wealth Management LLC | 4.64% | Add +6.6% | 740,283 | $17.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.4% | 692,539 | $16.2M |
| Mutual Advisors, LLC | 0.35% | Add +1.1% | 690,824 | $16.1M |
| UBS Group AG | 0.00% | Reduce -2.4% | 674,672 | $15.8M |
| James J. Burns & Company, LLC | 2.17% | Add +1.4% | 671,466 | $15.7M |
| Pacific Park Financial, Inc. | 9.34% | — | 640,008 | $15.0M |
| CFS Investment Advisory Services, LLC | 1.08% | Reduce -8.1% | 633,702 | $14.8M |
| Ascent Group, LLC | 0.50% | Add +87.2% | 628,347 | $14.7M |
| Cedar Mountain Advisors, LLC | 2.83% | Reduce -2.8% | 627,593 | $14.7M |
| Cerity Partners LLC | 0.02% | Reduce -1.1% | 621,726 | $14.5M |
| Columbus Macro, LLC | 1.53% | Add +0.8% | 597,513 | $14.0M |
| Amicus Financial Advisors, LLC | 3.74% | — | 574,351 | $13.4M |
| Arnold Financial Planning LLC | 13.59% | — | 564,204 | $13.2M |
| United Capital Financial Advisors, LLC | 0.08% | Reduce -9.3% | 563,098 | $13.2M |
| CFG Wealth Management Services, Inc. | 12.31% | — | 558,657 | $13.1M |
| Cypress Wealth Services, LLC | 1.78% | Add +11.5% | 549,682 | $12.8M |
| Christensen, King & Associates Investment Services, Inc. | 5.29% | Add +3.8% | 530,451 | $12.4M |
| EP Wealth Advisors, LLC | 0.06% | — | 523,420 | $12.2M |
| Myecfo, LLC | 5.09% | Add +3.6% | 513,371 | $12.0M |
| Clearview Wealth Advisors LLC | 7.49% | Add +1.6% | 505,777 | $11.8M |
| Kickstand Ventures, Llc. | 2.38% | Reduce -0.8% | 484,183 | $11.3M |
| SigFig Wealth Management, LLC | 0.33% | Add +10.2% | 469,825 | $11.0M |
| Grove Street Fiduciary, LLC | 4.56% | Reduce -0.4% | 466,430 | $10.9M |
| Apriem Advisors | 0.99% | Add +0.1% | 460,852 | $10.8M |
| Savant Capital, LLC | 0.06% | Add +1.0% | 457,992 | $10.7M |
| IFP Advisors, Inc | 0.24% | Add +7.7% | 453,917 | $10.6M |
| Ballast Financial Advisors LLC | 10.87% | — | 451,800 | $10.6M |
| Mayflower Financial Advisors, LLC | 1.25% | Reduce -2.6% | 441,754 | $10.3M |
| MorganRosel Wealth Management, LLC | 2.48% | Add +5.7% | 423,510 | $9.9M |
| Summit Financial Strategies, Inc. | 0.80% | Reduce -10.9% | 414,423 | $9.7M |
| Signature Estate & Investment Advisors LLC | 0.19% | Add +9.2% | 404,983 | $9.5M |
| Affinity Capital Advisors, LLC | 1.30% | Add +1.4% | 401,793 | $9.4M |
| Focus Financial Network, Inc. | 0.32% | Add +1.3% | 398,837 | $9.3M |
| Tempus Wealth Planning, LLC | 2.13% | Add +9.3% | 397,795 | $9.3M |
| AlphaCore Capital LLC | 0.21% | Add +0.4% | 396,007 | $9.3M |
| Daviman Financial, LLC | 5.35% | — | 389,946 | $9.1M |
| Security Financial Services, INC. | 1.43% | Add +56.8% | 389,230 | $9.1M |
| Breakthru Advisory Services, LLC | 5.75% | Add +8.4% | 385,142 | $9.0M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -4.8% | 374,237 | $8.7M |
| Ashton Thomas Private Wealth, LLC | 0.21% | Add +9.9% | 369,548 | $8.6M |
| FFG Retirement Advisors LLC | 5.30% | Reduce -0.9% | 365,927 | $8.6M |
| AE Wealth Management LLC | 0.05% | Reduce -10.6% | 363,972 | $8.5M |
| Hengehold Capital Management LLC | 0.71% | Add +7.0% | 360,315 | $8.4M |
| Unify Financial Advisors | 8.77% | — | 359,234 | $8.4M |
| Peak Financial Management, Inc. | 2.13% | Add +4.3% | 353,378 | $8.3M |
| Client 1ST Advisory Group, LLC | 2.50% | Add +9.9% | 341,977 | $8.0M |
| Reston Wealth Management LLC | 2.40% | Add +1.9% | 335,417 | $7.8M |
| Larson Financial Group LLC | 0.26% | Reduce -5.4% | 332,361 | $7.8M |
| Avior Wealth Management, LLC | 0.23% | Add +6.7% | 319,946 | $7.5M |
| Forthright Family Wealth Advisory LLC | 4.69% | Add +2.0% | 319,426 | $7.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +23.9% | 318,401 | $7.4M |
| Leavell Investment Management, Inc. | 0.31% | Reduce -0.8% | 318,304 | $7.4M |
| Creative Financial Designs Inc. | 0.46% | Add +5.6% | 315,094 | $7.4M |
| MAI Capital Management | 0.04% | Add +10.7% | 314,483 | $7.3M |
| Bluespring Wealth Management, LLC | 0.61% | Add +3.8% | 305,279 | $7.1M |
| Midwest Financial Group LLC | 3.12% | Add +17.7% | 302,319 | $7.1M |
| Hoxton Planning & Management, LLC | 2.01% | Add +29.2% | 287,218 | $6.7M |
| WealthShield Partners, LLC | 0.73% | Add +23.3% | 284,919 | $6.7M |
| Merit Financial Group, LLC | 0.05% | Reduce -7.5% | 283,848 | $6.6M |
| Curtis Advisory Group, LLC | 1.38% | Add +6.7% | 282,275 | $6.6M |
| Park Avenue Securities LLC | 0.06% | Add +6.4% | 280,584 | $6.6M |
| Independent Solutions Wealth Management, LLC | 1.20% | Add +0.4% | 280,510 | $6.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -28.9% | 279,716 | $6.5M |
| Marotta Asset Management | 1.19% | Reduce -3.3% | 274,761 | $6.4M |
| Fairway Financial, LLC | 4.69% | Add +4.0% | 265,887 | $6.2M |
| Fifth Third Securities, Inc. | 0.39% | Add +6.0% | 254,732 | $6.0M |
| Northeast Financial Group, Inc. | 1.48% | Add +1.7% | 252,917 | $5.9M |
| Bogart Wealth, LLC | 0.23% | Add +0.4% | 249,985 | $5.8M |
| Compass Financial Group, INC | 0.81% | Add +21.7% | 242,926 | $5.7M |
| Clay Northam Wealth Management, LLC | 3.14% | Reduce -14.0% | 242,146 | $5.7M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -32.7% | 233,262 | $5.5M |
| Waverly Advisors, LLC | 0.04% | Reduce -11.1% | 232,165 | $5.4M |
| Lathrop Investment Management Co. | 0.98% | Add +125.5% | 231,455 | $5.4M |
| Nalls Sherbakoff Group, LLC | 3.79% | Reduce -9.3% | 224,935 | $5.3M |
| Freestone Capital Holdings, LLC | 0.15% | Reduce -6.3% | 219,415 | $5.1M |
| Advisor OS, LLC | 0.41% | Reduce -0.2% | 218,277 | $5.1M |
| Total Wealth Planning, LLC | 10.83% | Reduce -94.8% | 216,518 | $5.1M |
| Main Street Financial Solutions, LLC | 0.38% | Add +7.0% | 215,172 | $5.0M |
| Manske Wealth Management | 1.48% | Add +7.5% | 214,700 | $5.0M |
| Stonekeep Investments, LLC | 3.18% | Add +10.7% | 212,585 | $5.0M |
| Tradition Wealth Management, LLC | 0.35% | Reduce -2.0% | 210,759 | $4.9M |
| Guardian Financial Partners, LLC | 2.04% | Reduce -3.8% | 207,200 | $4.8M |
| Wakefield Asset Management LLLP | 1.31% | Add +5.0% | 206,528 | $4.8M |
| Fischer Financial Services, Inc. | 1.24% | Add +4.7% | 200,267 | $4.7M |
| Brookstone Capital Management | 0.05% | Reduce -1.7% | 198,881 | $4.6M |
| XY Planning Network, Inc. | 0.81% | New | 198,341 | $4.6M |
| Phillips Financial Management, LLC | 0.30% | Add +0.0% | 196,701 | $4.6M |
| HC Advisors, LLC | 3.16% | Add +5.5% | 195,678 | $4.6M |
| Bestgate Wealth Advisors, LLC | 7.97% | Add +3.5% | 194,190 | $4.5M |
| Bfsg, LLC | 0.43% | Add +3.9% | 191,137 | $4.5M |
| WealthPLAN Partners, LLC | 0.65% | Reduce -0.6% | 187,092 | $4.4M |
| Fiducient Advisors LLC | 0.53% | New | 182,208 | $4.3M |
| VanderPol Investments L.L.C. | 8.11% | Add +39.1% | 181,981 | $4.3M |
| TPG Advisors LLC | 2.65% | Reduce -1.5% | 181,936 | $4.3M |
| Lifelong Wealth Advisors, Inc. | 1.12% | Add +11.9% | 179,397 | $4.2M |
| Curi Capital, LLC | 0.07% | Reduce -6.7% | 175,922 | $4.1M |
| Farther Finance Advisors, LLC | 0.04% | Add +27.1% | 175,808 | $4.1M |
| Redwood Investment Management, LLC | 0.46% | Add +15.3% | 175,465 | $4.1M |
| VSM Wealth Advisory, LLC | 1.23% | New | 175,508 | $4.1M |
| Cassilly Financial Group LLC | 3.60% | — | 174,069 | $4.1M |
| Beacon Bridge Wealth Partners, LLC | 1.35% | Reduce -18.8% | 174,021 | $4.1M |
| Perigon Wealth Management, LLC | 0.07% | Add +5.0% | 173,687 | $4.1M |
| Chatterton & Associates Inc. | 3.42% | — | 170,971 | $4.0M |
| SageView Advisory Group, LLC | 0.13% | Reduce -10.5% | 170,763 | $4.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Add +7.4% | 162,611 | $3.8M |
| Valpey Financial Services, LLC | 2.39% | Add +2.5% | 160,420 | $3.7M |
| Brady Martz Wealth Solutions, LLC | 0.65% | Reduce -15.4% | 158,972 | $3.7M |
| Spectrum Planning & Advisory Services Inc. | 1.89% | Reduce -5.6% | 157,527 | $3.7M |
| Cahill Financial Advisors Inc. | 0.40% | Add +99.3% | 157,241 | $3.7M |
| Krilogy Financial LLC | 0.12% | Reduce -11.8% | 154,383 | $3.6M |
| Curbstone Financial Management Corp | 0.69% | Add +15.5% | 154,450 | $3.6M |
| Lowery Thomas, LLC | 2.01% | Add +11.5% | 152,568 | $3.6M |
| NYL Investors LLC | 1.21% | Add +2.6% | 151,945 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.2% | 151,885 | $3.5M |
| Foundations Investment Advisors, LLC | 0.05% | Add +12.8% | 149,959 | $3.5M |
| Global Retirement Partners, LLC | 0.06% | Add +5.2% | 147,394 | $3.4M |
| Cooper/Haims Advisors, LLC | 1.56% | Add +0.6% | 147,264 | $3.4M |
| Breakwater Investment Management | 1.24% | Reduce -1.8% | 146,227 | $3.4M |
| Patriot Investment Management Group, Inc. | 0.21% | Reduce -1.0% | 142,331 | $3.3M |
| Range Financial Group LLC | 1.14% | Add +59.0% | 141,277 | $3.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.39% | Add +1.0% | 139,556 | $3.3M |
| Smart Money Group LLC | 0.95% | Reduce -4.4% | 139,387 | $3.3M |
| Grey Fox Wealth Advisors, LLC | 0.67% | Reduce -0.8% | 139,039 | $3.2M |
| Keystone Wealth Services, LLC | 0.68% | Add +4.2% | 138,678 | $3.2M |
| Hidden Cove Wealth Management, LLC | 2.09% | Reduce -3.2% | 137,963 | $3.2M |
| Friedenthal Financial | 1.65% | Reduce -16.7% | 137,318 | $3.2M |
| Chesapeake Wealth Management | 0.96% | Add +0.2% | 137,277 | $3.2M |
| Victrix Investment Advisors | 1.23% | New | 136,337 | $3.2M |
| Emergent Wealth Advisors, LLC | 1.79% | Add +1.0% | 136,137 | $3.2M |
| Oarsman Capital, Inc. | 0.40% | Reduce -8.8% | 130,853 | $3.1M |
| Harbour Investments, Inc. | 0.06% | Reduce -3.0% | 130,298 | $3.0M |
| North Forty Two & Co. | 2.87% | Reduce -5.1% | 130,294 | $3.0M |
| Red Tortoise LLC | 1.30% | Add +1.0% | 129,744 | $3.0M |
| Zhang Financial LLC | 0.11% | Add +19.3% | 127,505 | $3.0M |
| Twin Cities Retirement Group LLC | 2.87% | — | 127,467 | $3.0M |
| Integrity Alliance, Llc. | 0.11% | Add +42.2% | 124,602 | $2.9M |
| Stewardship Concepts Financial Services LLC | 2.43% | — | 123,163 | $2.9M |
| Focus Partners Wealth | 0.00% | Add +240.4% | 122,914 | $2.9M |
| Valmark Advisers, Inc. | 0.04% | Add +9.3% | 121,768 | $2.8M |
| Curtis Wealth Management LLC | 2.46% | — | 120,239 | $2.8M |
| 5T Wealth, LLC | 1.13% | Reduce -5.8% | 120,677 | $2.8M |
| Aventus Investment Advisors, Inc. | 2.24% | Add +148.2% | 118,293 | $2.8M |
| CreativeOne Wealth, LLC | 0.07% | Add +6.2% | 118,072 | $2.8M |
| WealthPoint Financial, LLC | 2.37% | — | 116,565 | $2.7M |
| CVA Family Office, LLC | 0.31% | Add +13.1% | 116,262 | $2.7M |
| Financial Designs Corp | 1.52% | Add +6.3% | 115,109 | $2.7M |
| C M Bidwell & Associates Ltd. | 1.27% | Add +15.5% | 114,837 | $2.7M |
| Advisors Preferred, LLC | 0.44% | New | 114,588 | $2.7M |
| MML Investors Services, LLC | 0.01% | Reduce -4.2% | 112,883 | $2.6M |
| BCS Wealth Management | 0.27% | Add +82.8% | 112,662 | $2.6M |
| Tactive Advisors, LLC | 0.77% | Add +21.7% | 112,474 | $2.6M |
| Simplicity Wealth,LLC | 0.16% | Add +6.6% | 111,934 | $2.6M |
| OneAscent Financial Services LLC | 0.24% | Add +1.3% | 111,685 | $2.6M |
| LVW Advisors, LLC | 0.26% | Add +23.0% | 109,019 | $2.5M |
| Core Wealth Partners LLC | 1.14% | Add +12.3% | 108,577 | $2.5M |
| ETF Store, Inc. | 2.58% | Add +2.5% | 108,340 | $2.5M |
| Omega Financial Group, LLC | 0.84% | Add +0.9% | 107,646 | $2.5M |
| Apeiron RIA LLC | 0.51% | Reduce -64.3% | 107,816 | $2.5M |
| Independent Financial Group, LLC | 0.06% | Add +1.0% | 105,865 | $2.5M |
| Eagle Harbor Asset Management Inc. | 2.03% | Reduce -0.3% | 102,160 | $2.5M |
| Maia Wealth LLC | 0.42% | Reduce -6.5% | 104,227 | $2.5M |
| Boston Partners | 0.00% | Add +19.0% | 104,024 | $2.4M |
| Magnolia Capital Advisors LLC | 0.51% | New | 103,630 | $2.4M |
| JMG Financial Group, Ltd. | 0.07% | Add +3.5% | 103,504 | $2.4M |
| M1 Capital Management LLC | 1.00% | Add +0.5% | 102,858 | $2.4M |
| Northern Lights Advisors, Inc. | 1.62% | — | 101,329 | $2.4M |
| Strategic Blueprint, LLC | 0.14% | Add +11.4% | 101,242 | $2.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +15.4% | 101,212 | $2.4M |
| Gen-Wealth Partners Inc | 0.75% | Add +27.3% | 100,623 | $2.4M |
| Hopwood Nicholas Hunter | 0.76% | — | 99,533 | $2.3M |
| Livet Wealth, LLC | 1.41% | — | 98,155 | $2.3M |
| Oldfather Financial Services, LLC | 0.68% | Reduce -0.1% | 97,111 | $2.3M |
| Ballast Advisors LLC | 0.63% | Add +2.0% | 97,032 | $2.3M |
| Bangor Savings Bank | 0.18% | Reduce -4.9% | 96,397 | $2.3M |
| Carnegie Investment Counsel | 0.04% | Add +79.7% | 95,672 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +7.0% | 95,623 | $2.2M |
| Serenity Investment Advisors | 1.30% | — | 95,180 | $2.2M |
| Vantage Financial Partners, LLC | 0.44% | Add +0.2% | 91,892 | $2.1M |
| RDA Financial Network | 0.51% | Add +2.3% | 90,653 | $2.1M |
| Diversify Wealth Management, LLC | 0.10% | Reduce -1.5% | 89,974 | $2.1M |
| Verus Capital Partners, LLC | 0.14% | Add +0.2% | 89,964 | $2.1M |
| Avidian Wealth Enterprises, LLC | 0.07% | Reduce -19.4% | 88,120 | $2.1M |
| Bush Investment Group, LLC | 1.14% | Reduce -1.3% | 86,809 | $2.0M |
| Sightline Wealth Advisors, LLC | 0.86% | Add +0.9% | 86,689 | $2.0M |
| Bcwm, LLC | 0.61% | Add +3.9% | 86,677 | $2.0M |
| Natixis Advisors, LLC | 0.00% | Add +6.4% | 86,596 | $2.0M |
| Sterling Investment Management, LLC | 1.14% | Add +35.0% | 86,013 | $2.0M |
| Retirement Planning Group, LLC | 0.07% | Reduce -7.0% | 85,345 | $2.0M |
| Firethorn Wealth Partners, LLC | 0.74% | Reduce -8.5% | 85,116 | $2.0M |
| Ancora Advisors LLC | 0.04% | Reduce -17.9% | 84,952 | $2.0M |
| Dorato Capital Management | 1.48% | — | 83,801 | $2.0M |
| Alaska Wealth Advisors, LLC | 0.25% | Add +19.2% | 84,021 | $2.0M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -9.9% | 81,725 | $1.9M |
| Midwest Capital Advisors, LLC | 0.90% | Add +258.8% | 80,517 | $1.9M |
| Blossom Wealth Management | 3.10% | Reduce -5.3% | 80,334 | $1.9M |
| K2 Financial Inc. | 1.42% | Add +27.6% | 78,358 | $1.8M |
| Adamsbrown Wealth Consultants LLC | 0.50% | Add +8.6% | 77,207 | $1.8M |
| NBT Bank, N.A. | 0.12% | No change | 76,097 | $1.8M |
| ProVise Management Group, LLC | 0.13% | Add +1.3% | 76,885 | $1.8M |
| IFG Advisory, LLC | 0.08% | Add +3.0% | 75,517 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.5% | 74,932 | $1.8M |
| WBH Advisory Inc. | 0.13% | Reduce -0.3% | 72,661 | $1.7M |
| Act Wealth Management, LLC | 0.54% | Reduce -0.7% | 70,925 | $1.7M |
| Powers Advisory Group, LLC | 0.62% | Add +0.1% | 70,428 | $1.6M |
| Lodestar Private Asset Management LLC | 0.16% | Add +0.8% | 70,156 | $1.6M |
| Captrust Financial Advisors | 0.00% | Add +5.3% | 70,079 | $1.6M |
| Eley Financial Management, Inc | 0.59% | Add +5.0% | 69,788 | $1.6M |
| Park Edge Advisors, LLC | 0.37% | Add +6.3% | 69,505 | $1.6M |
| Csenge Advisory Group | 0.07% | Reduce -4.3% | 69,320 | $1.6M |
| Cherry Tree Wealth Management, LLC | 0.34% | Reduce -8.0% | 68,842 | $1.6M |
| Sutton Place Investors LLC | 0.87% | Reduce -6.8% | 68,078 | $1.6M |
| Merkkuri Wealth Advisors LLC | 1.06% | Add +37.2% | 66,420 | $1.6M |
| Gambit Capital Management, LLC | 1.10% | — | 65,859 | $1.5M |
| Kiley Juergens Wealth Management, LLC | 0.33% | Add +9.7% | 64,989 | $1.5M |
| Investor's Fiduciary Advisor Network, LLC | 0.32% | Add +7.1% | 64,202 | $1.5M |
| Smart Portfolios, LLC | 1.49% | No change | 64,000 | $1.5M |
| Stockman Wealth Management, Inc. | 0.17% | Add +3.3% | 63,025 | $1.5M |
| Chicago Partners Investment Group LLC | 0.04% | Add +35.8% | 61,444 | $1.4M |
| HHM Wealth Advisors, LLC | 0.17% | Add +8.2% | 61,490 | $1.4M |
| Farnam Financial LLC | 1.08% | Reduce -2.3% | 61,135 | $1.4M |
| MSH Capital Advisors LLC | 0.30% | Add +0.1% | 60,750 | $1.4M |
| Beacon Financial Advisory LLC | 0.33% | Add +1.1% | 60,073 | $1.4M |
| Advisory Services Network, LLC | 0.02% | Reduce -9.6% | 59,745 | $1.4M |
| Coordinated Financial Services, Inc. | 0.81% | Add +6.2% | 59,638 | $1.4M |
| Rialto Wealth Management, LLC | 0.33% | Add +23.2% | 59,604 | $1.4M |
| Seneca Financial Advisors LLC | 0.42% | Reduce -0.2% | 59,469 | $1.4M |
| Sculati Wealth Management, LLC | 0.49% | Add +65.4% | 59,135 | $1.4M |
| Avion Wealth | 0.29% | Reduce -2.2% | 59,124 | $1.4M |
| Capital Management Associates, Inc | 0.30% | Reduce -0.6% | 58,870 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Reduce -3.0% | 57,526 | $1.3M |
| Heritage Family Offices, LLP | 0.61% | Add +19.3% | 57,292 | $1.3M |
| Sage Financial Management Group, Inc. | 0.41% | Reduce -4.3% | 56,957 | $1.3M |
| Smartleaf Asset Management LLC | 0.05% | Add +8.2% | 56,604 | $1.3M |
| Vermillion Wealth Management, Inc. | 0.54% | Add +114.3% | 56,503 | $1.3M |
| Graves Light Lenhart Wealth, Inc. | 0.14% | Reduce -0.3% | 56,107 | $1.3M |
| CENTRAL TRUST Co | 0.03% | Add +0.5% | 55,870 | $1.3M |
| Nwam LLC | 0.07% | Reduce -45.7% | 55,692 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.6% | 55,636 | $1.3M |
| WealthTrak Capital Management LLC | 0.93% | Reduce -2.0% | 55,599 | $1.3M |
| OMC Financial Services LTD | 0.48% | No change | 55,400 | $1.3M |
| Twele Capital Management, Inc. | 0.23% | Add +2.0% | 54,925 | $1.3M |
| Empirical Asset Management, LLC | 0.36% | Reduce -7.3% | 54,799 | $1.3M |
| Shared Vision Wealth Group LLC | 0.52% | Reduce -2.8% | 54,312 | $1.3M |
| SeaCrest Wealth Management, LLC | 0.13% | Add +4.2% | 53,949 | $1.3M |
| Downshift Financial, LLC | 0.76% | — | 52,523 | $1.2M |
| W Advisors, LLC | 0.62% | Reduce -1.3% | 52,514 | $1.2M |
| GK Wealth Management LLC | 0.90% | Add +7.5% | 52,372 | $1.2M |
| Brookwood Investment Group LLC | 0.14% | Add +2.4% | 50,745 | $1.2M |
| Modera Wealth Management, LLC | 0.01% | Reduce -3.7% | 50,199 | $1.2M |
| Latitude Advisors, LLC | 0.50% | Add +28.8% | 48,784 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -4.6% | 48,472 | $1.1M |
| Hobbs Wealth Management, LLC | 1.07% | Add +5.2% | 46,932 | $1.1M |
| Milestones Private Investment Advisors LLC | 0.75% | Reduce -9.8% | 46,931 | $1.1M |
| Integrity Advisory Solutions, LLC | 0.16% | Add +27.4% | 46,382 | $1.1M |
| Great Waters Wealth Management | 0.12% | Reduce -0.1% | 45,759 | $1.1M |
| Fortis Capital Advisors, LLC | 0.16% | Add +0.5% | 45,119 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | Add +0.5% | 45,119 | $1.1M |
| Crabel Capital Management, LLC | 0.80% | Add +58.1% | 45,108 | $1.1M |
| Arete Wealth Advisors, LLC | 0.07% | Reduce -18.2% | 44,935 | $1.1M |
| Pinnacle Family Advisors, LLC | 0.43% | Add +5.3% | 42,227 | $987K |
| Shearwater Capital LLC | 0.56% | No change | 41,789 | $977K |
| Mission Creek Capital Partners, Inc. | 0.20% | Reduce -2.5% | 41,384 | $967K |
| Signet Investment Advisory Group, Inc. | 0.45% | Add +3.2% | 41,134 | $961K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -0.9% | 40,993 | $958K |
| Parkway Wealth Management Group, LLC | 0.13% | — | 40,617 | $949K |
| TD Private Client Wealth LLC | 0.02% | Add +8.4% | 39,993 | $935K |
| Geometric Wealth Advisors | 0.12% | Add +15.5% | 39,754 | $929K |
| Truist Financial Corp. | 0.00% | Add +38.8% | 39,521 | $924K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -17.9% | 39,259 | $917K |
| Empower Advisory Group, LLC | 0.00% | No change | 39,228 | $917K |
| Catalina Capital Group, LLC | 0.56% | Add +0.6% | 39,082 | $913K |
| Claro Advisors Inc. | 0.12% | Add +147.8% | 38,913 | $909K |
| Cutler Investment Counsel LLC | 0.09% | Add +0.0% | 38,894 | $909K |
| RCS Financial Planning, LLC | 0.39% | Reduce -4.4% | 38,421 | $898K |
| Orcam Financial Group | 0.67% | Reduce -25.1% | 37,957 | $887K |
| FIDELIS iM, LLC | 0.34% | New | 37,360 | $873K |
| True North Advisors, LLC | 0.11% | New | 37,336 | $873K |
| Novus Advisors, LLC | 1.94% | Reduce -0.8% | 37,101 | $867K |
| OMNI 360 Wealth, Inc. | 0.44% | Add +6.5% | 36,910 | $867K |
| Hill Island Financial LLC | 0.21% | Reduce -11.3% | 36,847 | $861K |
| Investment Research Partners LLC | 0.37% | Add +5.7% | 36,600 | $855K |
| VERITY Wealth Advisors | 0.52% | Add +0.1% | 35,914 | $839K |
| Signal Advisors Wealth, LLC | 0.07% | Reduce -29.1% | 35,847 | $838K |
| Clear Creek Financial Management, LLC | 0.07% | Add +7.5% | 35,711 | $835K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -2.3% | 35,636 | $833K |
| Davis Wealth Advisors, LLC | 0.69% | Add +27.2% | 35,605 | $832K |
| Roundview Capital LLC | 0.05% | Add +2.9% | 35,366 | $827K |
| Lido Advisors, LLC | 0.00% | Reduce -0.5% | 34,724 | $815K |
| Wealthspire Retirement, LLC | 0.05% | Add +3.9% | 34,466 | $805K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -6.4% | 34,442 | $805K |
| Juncture Wealth Strategies, LLC | 0.26% | Add +8.8% | 33,695 | $787K |
| Maripau Wealth Management LLC | 0.36% | Reduce -11.3% | 33,457 | $782K |
| M Holdings Securities, Inc. | 0.06% | Add +26.7% | 33,162 | $775K |
| Plan A Wealth LLC | 0.38% | Add +2.0% | 33,113 | $774K |
| RHL Group, LLC | 0.62% | — | 33,017 | $772K |
| Sharkey, Howes & Javer | 0.10% | Add +58.8% | 32,839 | $767K |
| JFS Wealth Advisors, LLC | 0.04% | Reduce -3.2% | 32,788 | $766K |
| Mission Wealth Management, LP | 0.02% | Reduce -48.9% | 32,739 | $765K |
| US Bancorp \de | 0.00% | Add +0.8% | 32,397 | $757K |
| WJ Financial Advisors LLC | 0.67% | Reduce -5.8% | 32,155 | $751K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -0.0% | 31,925 | $746K |
| Transcend Capital Advisors, LLC | 0.06% | Reduce -30.2% | 31,877 | $745K |
| D L Carlson Investment Group Inc. | 0.12% | Add +2.2% | 31,504 | $736K |
| Mgo One Seven LLC | 0.01% | Add +17.3% | 31,503 | $736K |
| CWC Advisors, LLC. | 0.35% | Reduce -0.4% | 31,278 | $731K |
| Resurgent Financial Advisors LLC | 0.37% | Reduce -2.8% | 31,164 | $728K |
| Gradient Capital Advisors, LLC | 0.18% | Reduce -3.0% | 30,184 | $705K |
| Sonoma Private Wealth LLC | 0.85% | No change | 30,179 | $705K |
| Legacy Wealth Management, LLC | 0.04% | Reduce -4.8% | 30,075 | $703K |
| Sowell Financial Services LLC | 0.02% | Reduce -0.7% | 28,620 | $669K |
| Ignite Planners, LLC | 0.10% | Reduce -0.0% | 28,460 | $667K |
| Leading Edge Financial Planning LLC | 0.15% | Reduce -0.9% | 28,501 | $666K |
| KRM Wealth Management L.L.C. | 0.37% | — | 28,495 | $666K |
| Garde Capital, Inc. | 0.04% | Reduce -4.8% | 28,433 | $664K |
| Advisory Alpha, LLC | 0.02% | Reduce -11.6% | 27,804 | $650K |
| Net Worth Advisory Group | 0.13% | New | 27,631 | $646K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +5.2% | 27,030 | $632K |
| Appalachian Capital Management Ltd | 0.50% | — | 26,594 | $622K |
| Alpha Omega Wealth Management LLC | 0.10% | Reduce -4.5% | 26,480 | $619K |
| Valley Forge Investment Consultants Inc. Adv | 0.18% | Reduce -31.4% | 25,810 | $603K |
| Western Financial Corp | 0.24% | Reduce -5.2% | 25,698 | $601K |
| RKL Wealth Management LLC | 0.05% | Reduce -13.7% | 25,696 | $601K |
| Laraway Financial Advisors Inc | 0.39% | Add +3.9% | 25,334 | $592K |
| Schneider Downs Wealth Management Advisors, LP | 0.07% | No change | 25,182 | $589K |
| FAS Wealth Partners, Inc. | 0.04% | Add +0.1% | 25,055 | $586K |
| Texas Yale Capital Corp. | 0.02% | No change | 24,518 | $573K |
| Sovran Advisors, LLC | 0.05% | Reduce -2.3% | 24,372 | $572K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -33.3% | 24,417 | $571K |
| PFG Advisors | 0.03% | Add +4.6% | 24,056 | $562K |
| Seek First Inc. | 0.39% | Add +1.7% | 24,044 | $562K |
| Wesbanco Bank Inc. | 0.02% | No change | 23,957 | $560K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -8.9% | 23,836 | $557K |
| L2 Asset Management, LLC | 0.07% | Add +0.9% | 23,706 | $554K |
| Luts & Greenleigh Group, Inc. | 0.46% | No change | 23,412 | $547K |
| Sawgrass Asset Management LLC | 0.07% | Add +13.6% | 23,402 | $547K |
| VestGen Advisors, LLC | 0.02% | Add +89.9% | 23,309 | $545K |
| Corient Private Wealth LP | 0.00% | New | 23,276 | $544K |
| Liberty Capital Management, Inc. | 0.10% | Reduce -0.1% | 23,130 | $541K |
| Asempa Wealth Advisors | 0.46% | — | 23,086 | $540K |
| Values Added Financial LLC | 0.23% | Add +18.0% | 23,062 | $539K |
| Northern Trust Corp. | 0.00% | New | 22,916 | $536K |
| Payne Capital LLC | 0.54% | Add +1.0% | 22,719 | $531K |
| Carroll Advisory Group, LLC | 0.22% | — | 22,204 | $519K |
| Entelevest, LLC | 0.53% | — | 22,081 | $516K |
| Bigelow Investment Advisors, LLC | 0.20% | Reduce -15.2% | 21,716 | $508K |
| RBA Wealth Management, LLC | 0.17% | Add +12.4% | 21,395 | $500K |
| Red Reef Advisors LLC | 0.51% | — | 21,363 | $499K |
| Haven Private, LLC | 0.22% | Add +0.1% | 21,228 | $496K |
| Vise Technologies, Inc. | 0.01% | Add +83.3% | 21,177 | $495K |
| Investment Planning Advisors, Inc. | 0.14% | No change | 21,146 | $494K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +0.5% | 20,976 | $490K |
| New Harbor Financial Group, LLC | 0.09% | No change | 20,900 | $488K |
| Ridgeline Wealth, LLC | 0.34% | Reduce -23.9% | 20,888 | $488K |
| Kelman-Lazarov, Inc. | 0.07% | Add +1.3% | 20,845 | $487K |
| RCW Management, LLC | 0.49% | — | 20,609 | $482K |
| Elevation Wealth Management LLC | 0.46% | — | 20,479 | $479K |
| Parallel Advisors, LLC | 0.01% | Add +2.4% | 20,470 | $478K |
| Balboa Wealth Partners | 0.08% | New | 20,426 | $477K |
| Prevail Innovative Wealth Advisors, LLC | 0.08% | Add +33.3% | 20,253 | $473K |
| Axxcess Wealth Management, LLC | 0.01% | New | 20,042 | $468K |
| Wealthgarden F.S. LLC | 0.31% | Reduce -2.8% | 19,894 | $467K |
| Hardin Capital Partners, LLC | 0.22% | Add +0.3% | 19,906 | $465K |
| TrustWell Financial Advisors, LLC | 0.45% | — | 19,838 | $464K |
| Retirement Guys Formula LLC | 0.21% | Add +2.2% | 19,798 | $463K |
| Wedmont Private Capital | 0.02% | Reduce -10.2% | 19,610 | $459K |
| UNIVEST FINANCIAL Corp | 0.02% | New | 19,621 | $459K |
| FDx Advisors, Inc. | 0.23% | No change | 19,586 | $458K |
| Financial Consulate, Inc. | 0.06% | Add +1.0% | 19,368 | $453K |
| ONE Advisory Partners, LLC | 0.14% | No change | 19,258 | $450K |
| Beacon Financial Group | 0.04% | Reduce -22.2% | 19,197 | $449K |
| Faithward Advisors, LLC | 0.06% | Reduce -32.5% | 18,759 | $438K |
| Rothschild Wealth LLC | 0.04% | Reduce -0.2% | 18,728 | $438K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -4.3% | 18,482 | $432K |
| Dentgroup LLC | 0.30% | Reduce -21.7% | 18,425 | $431K |
| Fulcrum Equity Management | 0.40% | Reduce -2.5% | 18,077 | $422K |
| Versant Capital Management, Inc | 0.05% | Reduce -2.3% | 17,968 | $420K |
| Cary Street Partners Investment Advisory LLC | 0.11% | New | 17,810 | $416K |
| One Capital Management, LLC | 0.01% | Reduce -2.7% | 17,740 | $415K |
| Lederer & Associates Investment Counsel | 0.28% | Reduce -24.9% | 17,713 | $414K |
| Embree Financial Group | 0.05% | Reduce -26.1% | 17,612 | $412K |
| Apollon Wealth Management, LLC | 0.01% | Add +3.2% | 17,577 | $411K |
| Bowman & Co S.C. | 0.17% | Reduce -8.8% | 17,396 | $407K |
| Heritage Oak Wealth Advisors LLC | 0.15% | Add +2.3% | 17,169 | $401K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -12.1% | 16,766 | $392K |
| Moneywise, Inc. | 0.16% | New | 16,704 | $390K |
| WealthPlan Investment Management, LLC | 0.02% | Reduce -12.8% | 16,467 | $385K |
| Courage Miller Partners, LLC | 0.12% | Reduce -0.3% | 16,460 | $385K |
| Joule Financial, LLC | 0.11% | Reduce -1.6% | 16,383 | $383K |
| Fermata Advisors, LLC | 0.09% | No change | 16,252 | $380K |
| Lansing Street Advisors | 0.10% | Add +1.1% | 16,184 | $378K |
| Evolution Wealth Management Inc. | 0.31% | Add +500.0% | 15,917 | $372K |
| Royal Bank of Canada | 0.00% | Reduce -3.5% | 15,925 | $371K |
| Cooper Financial Group | 0.04% | Add +3.8% | 15,588 | $364K |
| Portside Wealth Group, LLC | 0.05% | Reduce -0.1% | 15,424 | $360K |
| Meridian Wealth Partners, LLC | 0.05% | Reduce -6.7% | 15,376 | $359K |
| Syntegra Private Wealth Group, LLC | 0.03% | Reduce -2.7% | 15,170 | $355K |
| Note Advisors, LLC | 0.18% | Add +3.2% | 15,122 | $354K |
| Aspiriant, LLC | 0.01% | Reduce -11.6% | 14,874 | $348K |
| Swmg, LLC | 0.10% | Add +0.5% | 14,701 | $344K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +1.6% | 14,724 | $344K |
| Facet Wealth, Inc. | 0.01% | New | 14,689 | $344K |
| Ascentis Independent Advisors | 0.05% | No change | 14,550 | $340K |
| Centaurus Financial, Inc. | 0.02% | Reduce -13.7% | 14,567 | $340K |
| Alley Investment Management Company, LLC | 0.04% | Reduce -6.5% | 14,409 | $337K |
| Novem Group | 0.04% | Reduce -1.5% | 14,384 | $336K |
| Midwest Heritage Bank, FSB | 0.12% | Reduce -1.4% | 14,338 | $335K |
| Diversified Investment Strategies, LLC | 0.22% | Add +18.1% | 14,195 | $332K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -4.8% | 14,167 | $331K |
| Legacy Edge Advisors, LLC | 0.04% | Reduce -3.6% | 14,153 | $331K |
| Burns J W & Co. Inc. | 0.04% | No change | 14,000 | $327K |
| Tiaa Trust, National Association | 0.00% | No change | 13,978 | $327K |
| IHT Wealth Management, LLC | 0.01% | Reduce -47.3% | 13,672 | $320K |
| Principia Wealth Advisory, LLC | 0.20% | Add +47.2% | 13,646 | $319K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.9% | 13,536 | $316K |
| Asset One Wealth Management LLC | 0.04% | — | 13,567 | $316K |
| Daybright Advisory Services, Inc. | 0.08% | — | 13,504 | $316K |
| Keebeck Wealth Management | 0.04% | Reduce -1.6% | 13,439 | $314K |
| Partners in Financial Planning | 0.05% | Add +1.3% | 13,294 | $311K |
| MN Wealth Advisors, LLC | 0.16% | Reduce -4.8% | 13,237 | $309K |
| Walker Financial Services, Inc. | 0.11% | Reduce -15.1% | 13,193 | $308K |
| Leo Wealth, LLC | 0.02% | New | 13,175 | $308K |
| Blue Sky Capital Consultants Group, Inc. | 0.13% | New | 12,980 | $303K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +0.5% | 12,977 | $303K |
| Total Investment Management Inc. | 0.04% | New | 12,969 | $303K |
| Regimen Wealth, LLC | 0.09% | Add +1.3% | 12,950 | $303K |
| Burk Holdings LLC | 0.14% | Add +0.3% | 12,911 | $302K |
| Clearstead Advisors, LLC | 0.00% | Add +282.1% | 12,862 | $301K |
| WealthCollab, LLC | 0.12% | Reduce -28.9% | 12,841 | $300K |
| Daytona Street Capital LLC | 0.23% | — | 12,686 | $296K |
| Composition Wealth, LLC | 0.00% | New | 12,608 | $295K |
| BlackDiamond Wealth Management, LLC | 0.14% | New | 12,581 | $295K |
| Cardiff Park Advisors, LLC | 0.02% | Add +1.3% | 12,604 | $295K |
| United Financial Planning Group LLC | 0.18% | Reduce -7.6% | 12,581 | $294K |
| MKD Wealth Coaches, LLC | 0.29% | Add +3.4% | 12,502 | $292K |
| Francis Financial, Inc. | 0.06% | New | 12,459 | $291K |
| FLC Capital Advisors | 0.05% | Reduce -1.1% | 12,365 | $289K |
| Chapman Financial Group, LLC | 0.20% | Add +12.3% | 12,330 | $288K |
| Coldstream Capital Management Inc. | 0.00% | Add +0.4% | 12,230 | $286K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -64.2% | 12,214 | $285K |
| World Investment Advisors | 0.00% | Add +4.8% | 12,158 | $284K |
| Talisman Wealth Advisors LLC | 0.22% | Add +8.5% | 11,919 | $279K |
| Lewis Asset Management, LLC | 0.11% | Reduce -6.5% | 11,824 | $276K |
| J.E. Simmons & Co., P.C. | 0.18% | — | 11,815 | $276K |
| Per Stirling Capital Management, LLC. | 0.03% | Reduce -4.6% | 11,813 | $276K |
| Ethos Financial Group, LLC | 0.02% | Reduce -36.7% | 11,806 | $276K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -0.2% | 11,803 | $276K |
| Northstar Financial Companies, Inc. | 0.22% | Add +8.2% | 11,773 | $275K |
| &partners | 0.00% | New | 11,020 | $275K |
| ORG Partners LLC | 0.05% | Add +16.9% | 11,746 | $275K |
| Twin Peaks Wealth Advisors, LLC | 0.08% | New | 11,717 | $274K |
| Capital Insight Partners, LLC | 0.06% | Reduce -61.0% | 11,618 | $272K |
| Grey Ledge Advisors, LLC | 0.06% | Reduce -10.9% | 11,590 | $271K |
| Waterloo Capital, L.P. | 0.02% | Add +1.0% | 11,573 | $270K |
| Accelerate Investment Advisors LLC | 0.18% | Reduce -2.3% | 11,540 | $270K |
| Wealth Alliance, LLC | 0.03% | Reduce -8.0% | 11,507 | $269K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.0% | 11,464 | $268K |
| Access Financial Services, Inc. | 0.10% | No change | 11,430 | $267K |
| Wells Fargo & Company | 0.00% | Add +1498.3% | 11,220 | $262K |
| Meridian Wealth Management, LLC | 0.01% | Add +23.4% | 11,083 | $259K |
| Aptus Capital Advisors, LLC | 0.00% | Add +3.3% | 11,025 | $258K |
| HORAN Wealth, LLC | 0.04% | Reduce -12.4% | 10,980 | $257K |
| Private Client Services, LLC | 0.08% | Reduce -24.5% | 10,963 | $256K |
| Wedbush Securities Inc. | 0.01% | New | 10,956 | $256K |
| Index Fund Advisors, Inc. | 0.01% | New | 10,940 | $256K |
| Chesley Taft & Associates LLC | 0.01% | New | 10,875 | $254K |
| Vanguard Group Inc. | 0.00% | New | 10,871 | $254K |
| Oregon Pacific Wealth Management, LLC | 0.26% | Reduce -28.5% | 10,791 | $252K |
| Gleason Group, Inc. | 0.02% | New | 10,734 | $251K |
| Magnus Financial Group LLC | 0.02% | New | 10,710 | $250K |
| Opes Wealth Management LLC | 0.04% | Add +0.7% | 10,647 | $249K |
| GS Investments, Inc. | 0.13% | No change | 10,608 | $248K |
| PFG Investments, LLC | 0.01% | Add +1.3% | 10,601 | $248K |
| Acorn Wealth Advisors, LLC | 0.07% | Reduce -4.6% | 10,579 | $247K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 10,558 | $247K |
| Pinnacle Associates Ltd. | 0.00% | Add +21.4% | 10,486 | $245K |
| Quantum Capital Management, LLC / NJ | 0.03% | Add +2.9% | 10,462 | $244K |
| Prestige Wealth Management Group LLC | 0.05% | Add +40.4% | 10,277 | $240K |
| Cannon Financial Strategists, Inc. | 0.03% | No change | 10,134 | $237K |
| Murphy & Mullick Capital Management Corp | 0.17% | Reduce -12.0% | 10,110 | $236K |
| Atria Investments, Inc | 0.00% | Reduce -87.9% | 10,101 | $236K |
| Fairview Capital Investment Management, LLC | 0.01% | No change | 10,100 | $236K |
| Capital Asset Managemnet, LLC | 0.26% | — | 10,080 | $236K |
| AdvisorNet Financial, Inc | 0.01% | Add +55.9% | 10,056 | $235K |
| GatePass Capital, LLC | 0.12% | Reduce -72.5% | 10,018 | $234K |
| Caliber Wealth Management, LLC / KS | 0.03% | Add +2.1% | 9,946 | $232K |
| MidAtlantic Capital Management, Inc. | 0.15% | No change | 9,901 | $231K |
| Newman Dignan & Sheerar, Inc. | 0.05% | Add +0.9% | 9,725 | $227K |
| Parkshore Wealth Management, Inc. | 0.09% | Reduce -3.1% | 9,706 | $227K |
| Professional Financial Advisors, LLC | 0.05% | Reduce -1.4% | 9,657 | $226K |
| Vaughan David Investments LLC | 0.00% | No change | 9,451 | $221K |
| SCS Capital Management LLC | 0.00% | Add +1.3% | 9,260 | $216K |
| Whelan Financial | 0.07% | Add +0.4% | 9,259 | $216K |
| Forum Financial Management, LP | 0.00% | Add +1.5% | 9,237 | $216K |
| Prospera Financial Services Inc | 0.00% | New | 9,170 | $215K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +0.2% | 9,174 | $214K |
| SRH Advisors, LLC | 0.06% | No change | 9,106 | $213K |
| Trust Co. of Vermont | 0.01% | New | 9,104 | $213K |
| Meramec Financial Planners, LLC | 0.08% | — | 9,070 | $212K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -0.1% | 8,873 | $207K |
| Bensler, LLC | 0.02% | New | 8,789 | $205K |
| Evolution Advisers, Inc. | 0.09% | Add +15.4% | 8,810 | $205K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -44.0% | 8,754 | $205K |
| Western Wealth Management, LLC | 0.01% | New | 8,727 | $204K |
| Burns Matteson Capital Management, LLC | 0.08% | Reduce -1.5% | 8,666 | $203K |
| Inspire Advisors, LLC | 0.02% | New | 8,623 | $202K |
| Arax Advisory Partners | 0.01% | New | 8,154 | $191K |
| Rossby Financial, LCC | 0.05% | Add +579.1% | 7,314 | $171K |
| Northwest Capital Management Inc | 0.74% | Reduce -51.1% | 7,277 | $170K |
| Investors Research Corp | 0.03% | No change | 7,094 | $166K |
| Valley National Advisers Inc. | 0.02% | Reduce -3.1% | 6,900 | $161K |
| Acumen Wealth Advisors, LLC | 0.05% | — | 6,812 | $159K |
| Davis Capital Management | 0.10% | Add +1.1% | 6,526 | $153K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,998 | $140K |
| International Assets Investment Management, LLC | 0.01% | New | 5,813 | $136K |
| Evensky & Katz LLC | 0.01% | Reduce -0.7% | 5,641 | $132K |
| Spire Wealth Management | 0.00% | Reduce -3.2% | 5,522 | $129K |
| Fifth Third Bancorp | 0.00% | New | 5,470 | $128K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 5,302 | $124K |
| Colonial Trust Advisors | 0.01% | No change | 5,240 | $122K |
| Front Row Advisors LLC | 0.04% | Add +0.0% | 5,148 | $120K |
| CoreCap Advisors, LLC | 0.00% | Add +11.2% | 4,700 | $110K |
| Optima Capital LLC | 0.05% | New | 4,680 | $109K |
| New Millennium Group LLC | 0.05% | Reduce -1.9% | 4,670 | $109K |
| Stephens Consulting, LLC | 0.03% | Reduce -24.6% | 4,113 | $96K |
| Vision Retirement, LLC | 0.03% | — | 4,094 | $96K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +204300.0% | 4,088 | $96K |
| New Republic Capital, LLC | 0.03% | No change | 4,053 | $95K |
| Toth Financial Advisory Corp. | 0.01% | No change | 4,045 | $95K |
| Granite Investment Partners, LLC | 0.01% | No change | 3,780 | $88K |
| Rothschild Investment LLC | 0.00% | No change | 3,717 | $87K |
| Bullock Wealth Management Group | 0.04% | — | 3,629 | $85K |
| Root Financial Partners, LLC | 0.00% | New | 3,619 | $85K |
| BlackRock, Inc. | 0.00% | Reduce -1.0% | 3,511 | $82K |
| WFA of San Diego, LLC | 0.06% | Reduce -2.4% | 3,491 | $82K |
| Robinswood Financial LLC | 0.02% | Add +0.0% | 3,221 | $75K |
| Align Financial, LLC | 0.04% | — | 74,280 | $74K |
| Cape Investment Advisory, Inc. | 0.02% | Add +1.4% | 3,087 | $72K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | — | 3,077 | $72K |
| Comerica Bank | 0.00% | No change | 3,056 | $71K |
| Quadrant Capital Group LLC | 0.00% | No change | 3,006 | $70K |
| Assetmark, Inc. | 0.00% | Reduce -22.4% | 2,837 | $66K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -98.2% | 2,754 | $64K |
| FMR LLC | 0.00% | Reduce -35.6% | 2,693 | $63K |
| National Bank of Canada | 0.00% | No change | 2,650 | $62K |
| Cary Street Partners Financial LLC | 0.00% | New | 2,371 | $55K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -31.5% | 2,188 | $51K |
| MCF Advisors LLC | 0.00% | New | 2,182 | $51K |
| Ameriflex Group, Inc. | 0.03% | New | 2,068 | $48K |
| Townsend Asset Management Corp. /NC/ | 0.02% | Reduce -12.9% | 2,026 | $47K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1165.0% | 2,024 | $47K |
| Signaturefd, LLC | 0.00% | Reduce -20.5% | 1,788 | $42K |
| NewEdge Advisors, LLC | 0.00% | Reduce -84.4% | 1,685 | $39K |
| Citigroup Inc. | 0.00% | Reduce -1.0% | 1,623 | $38K |
| Financial Management Professionals, Inc. | 0.00% | No change | 1,564 | $37K |
| Bernard Wealth Management Corp. | 0.01% | Add +18.4% | 1,547 | $36K |
| Winthrop Capital Management, LLC | 0.01% | No change | 1,536 | $36K |
| Legacy Bridge, LLC | 0.01% | No change | 1,530 | $36K |
| Allworth Financial LP | 0.00% | Reduce -30.4% | 1,442 | $34K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -3.9% | 1,417 | $33K |
| Tucker Asset Management LLC | 0.01% | No change | 1,250 | $29K |
| Thompson Investment Management, Inc. | 0.00% | No change | 1,198 | $28K |
| Gilpin Wealth Management, LLC | 0.02% | — | 1,190 | $28K |
| LGT Financial Advisors LLC | 0.17% | No change | 1,172 | $27K |
| Three Bearings Fiduciary Advisors, Inc. | 0.02% | — | 1,050 | $25K |
| Godfrey Financial Associates, Inc. | 0.02% | — | 1,050 | $25K |
| Hurley Capital, LLC | 0.01% | No change | 1,000 | $23K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 930 | $22K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +1.3% | 887 | $21K |
| Modus Advisors, LLC | 0.00% | New | 752 | $18K |
| Cordgrass Capital Advisors, LLC | 0.00% | Add +2011.4% | 739 | $17K |
| Cordant, Inc. | 0.01% | Add +59.3% | 725 | $17K |
| Heritage Wealth Advisors | 0.00% | Add +0.1% | 721 | $17K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 650 | $15K |
| UMB Bank, n.a. | 0.00% | New | 650 | $15K |
| Westside Investment Management, Inc. | 0.00% | No change | 641 | $15K |
| Montag A & Associates Inc. | 0.00% | Add +1.4% | 584 | $14K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 582 | $14K |
| American Capital Advisory, LLC | 0.01% | No change | 552 | $13K |
| Bank of Montreal | 0.00% | No change | 534 | $12K |
| Anfield Capital Management, LLC | 0.00% | Add +0.6% | 516 | $12K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -28.6% | 507 | $12K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +1.2% | 499 | $11K |
| Atmos Advisory, LLC | 0.01% | No change | 389 | $9K |
| Trust Co | 0.00% | New | 346 | $8K |
| SouthState Bank Corp | 0.00% | New | 346 | $8K |
| Sachetta, LLC | 0.00% | Add +1.2% | 332 | $8K |
| Cheviot Value Management, LLC | 0.00% | No change | 287 | $7K |
| Archer Investment Corp | 0.00% | Add +1.5% | 277 | $6K |
| Strategic Advocates LLC | 0.00% | No change | 268 | $6K |
| Palouse Capital Management, Inc. | 0.00% | No change | 264 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -99.9% | 257 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 219 | $5K |
| New England Asset Management Inc. | 0.00% | No change | 200 | $5K |
| Horrell Capital Management, Inc. | 0.00% | No change | 174 | $4K |
| Barrett & Company, Inc. | 0.00% | No change | 138 | $3K |
| Wagner Wealth Management, LLC | 0.00% | Add +1.5% | 132 | $3K |
| Birchbrook, Inc. | 0.00% | Add +1.6% | 130 | $3K |
| Wilkerson Advisory Group LLC | 0.00% | — | 123 | $3K |
| KERR FINANCIAL PLANNING Corp | 0.00% | Add +100.0% | 112 | $3K |
| Bellevue Asset Management, LLC | 0.00% | No change | 106 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 94 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 83 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | New | 77 | $2K |
| Weaver Capital Management LLC | 0.00% | No change | 76 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 72 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | Add +1.6% | 65 | $2K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 60 | $1K |
| HM Payson & Co. | 0.00% | New | 52 | $1K |
| Addison Advisors LLC | 0.00% | No change | 50 | $1K |
| Tompkins Financial Corp. | 0.00% | No change | 48 | $1K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 21 | $1K |
| Integrity Financial Corp | 0.00% | No change | 20 | $467 |
| Clayton Financial Group LLC | 0.00% | New | 7 | $169 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 4 | $94 |
| Kings Path Partners LLC | 0.00% | Reduce -98.3% | 4 | $93 |
| Keystone Financial Group, Inc. | 0.00% | Reduce -100.0% | 1 | $24 |
"% 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.