SCHWAB STRATEGIC TR shareholder history

Current and past SCHWAB STRATEGIC TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 3220.00%0.00%0.01%Q4 2013Q3 202338
CABOT WEALTH MANAGEMENT INC 35350.05%0.29%0.45%Q1 2015Q3 202335
Charles Schwab Investment Advisory, Inc. 35350.89%2.67%3.61%Q1 2015Q3 202335
UNITED CAPITAL FINANCIAL ADVISORS, LLC 34340.02%0.10%0.17%Q2 2015Q3 202334
MORGAN STANLEY 3120.00%0.00%0.00%Q2 2015Q3 202333
BANK OF AMERICA CORP /DE/ 32320.00%0.00%0.00%Q4 2015Q3 202332
JANE STREET GROUP, LLC 940.00%0.02%0.15%Q1 2014Q2 202332
CITIGROUP INC 1210.00%0.00%0.00%Q4 2014Q3 202332
Creative Planning 32320.00%0.00%0.01%Q4 2015Q3 202332
Asset Dedication, LLC 2650.13%0.37%0.57%Q4 2015Q3 202331
Tortoise Investment Management, LLC 30300.00%0.00%0.00%Q2 2016Q3 202330
Financial Architects, Inc 2510.00%0.65%1.67%Q2 2015Q2 202330
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.01%Q2 2016Q3 202329
BlackRock Inc. 29290.00%0.00%0.00%Q4 2015Q4 202229
IFP Advisors, Inc 1710.00%0.00%0.00%Q4 2015Q3 202329
WELLS FARGO & COMPANY/MN 29290.00%0.00%0.00%Q3 2016Q3 202329
UBS Group AG 2610.00%0.00%0.00%Q4 2015Q3 202328
Aviance Capital Partners, LLC 1320.04%0.16%0.24%Q1 2016Q2 202327
PNC FINANCIAL SERVICES GROUP, INC. 2520.00%0.00%0.00%Q2 2015Q3 202327
LPL Financial LLC 26260.00%0.00%0.00%Q2 2017Q3 202326
AMERIPRISE FINANCIAL INC 26260.00%0.00%0.00%Q2 2017Q3 202326
JANICZEK WEALTH MANAGEMENT, LLC 26260.43%1.23%3.34%Q2 2017Q3 202326
Geneos Wealth Management Inc. 26260.00%0.31%0.62%Q2 2017Q3 202326
SUSQUEHANNA INTERNATIONAL GROUP, LLP 610.00%0.00%0.01%Q3 2013Q3 202326
Vigilant Capital Management, LLC 1340.00%0.68%2.11%Q4 2014Q4 202126
Dynamic Advisor Solutions LLC 1960.04%0.14%0.27%Q2 2017Q3 202325
Versant Capital Management, Inc 2410.00%0.05%0.08%Q2 2016Q4 202325
Steward Partners Investment Advisory, LLC 1870.00%0.00%0.00%Q1 2017Q3 202325
PrairieView Partners, LLC 24240.29%0.48%0.75%Q4 2017Q3 202324
SHAKESPEARE WEALTH MANAGEMENT, INC. 24240.57%1.56%2.60%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.00%0.01%0.05%Q4 2017Q3 202324
Advisory Services Network, LLC 1210.00%0.01%0.04%Q1 2016Q1 202324
Allworth Financial LP 2120.00%0.00%0.00%Q1 2017Q3 202323
Carroll Financial Associates, Inc. 23230.00%0.00%0.00%Q2 2016Q4 202123
Merriman Wealth Management, LLC 1710.22%1.84%5.68%Q4 2016Q3 202323
VALLEY NATIONAL ADVISERS INC 23230.00%0.02%0.06%Q1 2018Q3 202323
Financial Management Professionals, Inc. 22220.00%0.00%0.00%Q2 2018Q3 202322
COMMONWEALTH EQUITY SERVICES, LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
Kelman-Lazarov, Inc. 22220.52%0.97%1.75%Q2 2018Q3 202322
US BANCORP \DE\ 1310.00%0.00%0.00%Q1 2017Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Parallel Advisors, LLC 21210.00%0.01%0.03%Q3 2018Q3 202321
Camelot Portfolios, LLC 21210.12%0.31%0.82%Q2 2017Q2 202221
Relaxing Retirement Coach 21210.15%1.52%3.39%Q2 2018Q2 202321
Resource Planning Group 21211.99%4.95%6.26%Q3 2018Q3 202321
RHS Financial, LLC 20200.19%2.75%5.50%Q4 2018Q3 202320
FMR LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
HHM Wealth Advisors, LLC 20200.06%0.21%0.57%Q4 2018Q3 202320
SIGNATUREFD, LLC 1210.00%0.00%0.00%Q3 2015Q3 202319
Investors Research Corp 19190.00%0.00%0.01%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Clarius Group, LLC 19190.82%1.52%2.54%Q1 2019Q3 202319
Opes Wealth Management LLC 19190.60%2.33%6.66%Q1 2019Q3 202319
BUCKINGHAM STRATEGIC WEALTH, LLC 1510.04%0.15%0.40%Q1 2017Q3 202319
TSFG, LLC 19190.00%0.00%0.01%Q1 2019Q3 202319
FOSTER & MOTLEY INC 18180.02%0.86%2.08%Q4 2017Q1 202218
Princeton Global Asset Management LLC 18180.02%0.10%0.14%Q1 2019Q2 202318
Rockefeller Capital Management L.P. 18180.00%0.00%0.00%Q2 2019Q3 202318
Citadel Advisors 210.00%0.00%0.00%Q1 2015Q3 202318
MOLLER WEALTH PARTNERS 18180.28%0.62%0.82%Q2 2019Q3 202318
Charles Schwab Trust Co 17170.06%0.85%2.01%Q3 2019Q3 202317
Shilanski & Associates, Inc. 1340.67%1.27%2.04%Q2 2019Q3 202317
LINCOLN NATIONAL CORP 17170.03%0.18%0.22%Q3 2019Q3 202317
LBMC INVESTMENT ADVISORS, LLC 720.02%0.03%0.04%Q2 2018Q3 202317
VICTORY CAPITAL MANAGEMENT INC 17170.03%0.04%0.06%Q3 2019Q3 202317
ENVESTNET ASSET MANAGEMENT INC 1210.00%0.00%0.01%Q3 2015Q3 202316
Baker Ellis Asset Management LLC 1240.05%0.08%0.16%Q1 2019Q3 202316
Cambridge Investment Research Advisors, Inc. 920.00%0.02%0.09%Q4 2017Q3 202316
Wade Financial Advisory, Inc 16161.02%2.36%3.07%Q4 2019Q3 202316
EXENCIAL WEALTH ADVISORS, LLC 880.74%1.15%1.39%Q3 2019Q3 202316
CVA Family Office, LLC 15150.02%0.06%0.19%Q4 2019Q2 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Disciplined Investments, LLC 15150.00%0.00%0.00%Q4 2019Q2 202315
GLENMEDE TRUST CO NA 910.00%0.00%0.00%Q3 2016Q3 202315
Ironwood Investment Counsel, LLC 15150.11%0.13%0.14%Q4 2013Q2 201715
MERCER GLOBAL ADVISORS INC /ADV 15150.00%0.01%0.03%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
NORTHWEST WEALTH MANAGEMENT, LLC 15150.44%0.67%0.96%Q1 2020Q3 202315
Clearstead Advisors, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
SOL Capital Management CO 15150.08%0.11%0.16%Q3 2016Q1 202015
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 14140.01%0.01%0.02%Q1 2017Q2 202014
Mariner, LLC 1130.00%0.00%0.01%Q4 2019Q3 202314
Plante Moran Financial Advisors, LLC 410.00%0.01%0.07%Q3 2017Q3 202314
Lido Advisors, LLC 1220.00%0.01%0.01%Q3 2019Q1 202314
LADENBURG THALMANN FINANCIAL SERVICES INC. 14140.00%0.01%0.02%Q3 2016Q4 201914
Cribstone Capital Management, LLC 14140.02%1.65%2.36%Q1 2017Q2 202014
STIFEL FINANCIAL CORP 1220.00%0.00%0.00%Q3 2017Q1 202214
American Portfolios Advisors 14140.00%0.00%0.00%Q2 2019Q3 202214
HighTower Advisors, LLC 1110.00%0.00%0.00%Q4 2017Q3 202314
BANK OF MONTREAL /CAN/ 910.00%0.00%0.00%Q2 2014Q3 202314
FLOW TRADERS U.S. LLC 610.00%0.12%0.48%Q4 2018Q2 202313
JUNCTURE WEALTH STRATEGIES, LLC 13130.14%0.30%0.48%Q4 2017Q4 202013
Jackson Creek Investment Advisors LLC 13130.29%0.40%0.54%Q3 2020Q3 202313
ALTFEST L J & CO INC 13130.05%0.07%0.10%Q3 2020Q3 202313
Miracle Mile Advisors, LLC 13130.07%0.17%0.22%Q3 2020Q3 202313
JPMORGAN CHASE & CO 510.00%0.00%0.00%Q2 2016Q3 202313
MANAGED ACCOUNT SERVICES INC 12120.20%0.26%0.40%Q4 2018Q3 202112
First Capital Advisors Group, LLC. 840.03%1.03%2.42%Q1 2017Q2 202312
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1110.00%0.00%0.00%Q1 2020Q3 202312
Faithward Advisors, LLC 840.00%0.01%0.03%Q4 2019Q4 202212
Strategic Blueprint, LLC 12120.06%1.28%3.52%Q4 2018Q3 202112
ASSETMARK, INC 410.00%0.01%0.04%Q1 2017Q3 202312
Destiny Wealth Partners, LLC 12120.05%0.33%0.52%Q4 2020Q3 202312
Baird Financial Group, Inc. 1010.00%0.01%0.02%Q1 2019Q3 202312
Waterfront Wealth Inc. 12120.40%0.84%1.60%Q4 2020Q3 202312
Anchor Investment Management, LLC 12120.00%0.00%0.00%Q1 2021Q4 202312
Sterling Financial Planning, Inc. 12120.09%1.44%1.92%Q4 2020Q3 202312
Asset Planning Services, Ltd. 12120.01%0.04%0.05%Q4 2016Q3 201912
True North Advisors, LLC 1020.22%0.45%0.58%Q2 2020Q3 202312
Prairiewood Capital, LLC 12123.32%3.95%4.46%Q4 2020Q3 202312
Valeo Financial Advisors, LLC 740.00%0.01%0.01%Q2 2018Q1 202111
Brouwer & Janachowski, LLC 910.00%0.11%0.25%Q1 2014Q4 201711
1900 WEALTH MANAGEMENT LLC 11110.03%0.16%0.64%Q1 2021Q3 202311
Adero Partners, LLC 11110.03%0.39%1.07%Q4 2019Q2 202211
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 920.01%0.02%0.04%Q3 2019Q3 202311
Bogart Wealth, LLC 830.00%0.00%0.00%Q1 2020Q2 202311
ADIRONDACK TRUST CO 11110.00%0.00%0.00%Q1 2021Q3 202311
Marquette Asset Management, LLC 11110.00%0.00%0.01%Q2 2019Q4 202111
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
Parkside Financial Bank & Trust 620.00%0.00%0.00%Q3 2017Q4 202011
LVW Advisors, LLC 11110.10%0.24%0.66%Q4 2016Q2 201911
Capital Asset Advisory Services LLC 11110.00%0.00%0.01%Q1 2020Q3 202211
BerganKDV Wealth Management, LLC 510.00%0.00%0.00%Q2 2018Q4 202211
LEVEL FOUR ADVISORY SERVICES, LLC 11110.02%0.02%0.03%Q1 2021Q3 202311
C M BIDWELL & ASSOCIATES LTD 11110.00%0.01%0.01%Q4 2017Q2 202011
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
KAVAR CAPITAL PARTNERS GROUP, LLC 10100.08%0.09%0.11%Q4 2020Q1 202310
Sharkey, Howes & Javer 10100.20%1.26%2.32%Q4 2017Q1 202010
First Personal Financial Services 10100.01%0.01%0.01%Q1 2019Q2 202110
HM PAYSON & CO 10100.00%0.00%0.00%Q1 2021Q2 202310
UNITED SERVICES AUTOMOBILE ASSOCIATION 10100.08%0.13%0.15%Q1 2017Q2 201910
Focused Wealth Management, Inc 10100.00%0.00%0.00%Q3 2020Q4 202210
Avion Wealth 910.00%0.00%0.00%Q1 2020Q3 202310
O'Dell Group, LLC 10103.00%3.77%4.97%Q4 2017Q1 202010
RAYMOND JAMES & ASSOCIATES 410.00%0.01%0.02%Q2 2017Q3 202310
Sargent Bickham Lagudis LLC 710.00%0.00%0.01%Q2 2018Q4 202210
GPS Wealth Strategies Group, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
CWM, LLC 820.00%0.00%0.01%Q3 2018Q3 202310
Key FInancial Inc 10100.00%0.00%0.00%Q2 2021Q3 202310
Sonora Investment Management, LLC 610.00%0.00%0.00%Q2 2016Q3 202110
OLD MISSION CAPITAL LLC 510.01%0.09%0.61%Q1 2018Q3 202310
SHINE INVESTMENT ADVISORY SERVICES INC 10100.01%0.92%2.64%Q2 2018Q3 202010
WestHill Financial Advisors, Inc. 990.00%0.00%0.01%Q3 2021Q3 20239
Qube Research & Technologies Ltd 510.00%0.01%0.09%Q4 2019Q3 20239
361 CAPITAL LLC 990.07%0.19%0.47%Q2 2018Q2 20209
AVANTAX ADVISORY SERVICES, INC. 810.00%0.01%0.01%Q3 2020Q3 20239
Arlington Financial Advisors, LLC 992.53%4.95%6.34%Q4 2017Q4 20199
Live Your Vision, LLC 990.91%1.47%1.83%Q1 2017Q1 20199
Koshinski Asset Management, Inc. 420.02%0.03%0.06%Q4 2019Q2 20229
Renaissance Technologies 630.00%0.00%0.00%Q1 2021Q2 20239
Shore Point Advisors, LLC 880.35%1.04%1.75%Q4 2021Q3 20238
MORRIS FINANCIAL CONCEPTS, INC. 880.19%0.21%0.26%Q4 2021Q3 20238
Aspire Wealth Management Corp 880.19%0.34%0.59%Q4 2021Q3 20238
OXFORD FINANCIAL GROUP, LTD. LLC 880.00%0.00%0.00%Q2 2021Q1 20238
MCF Advisors LLC 710.00%0.01%0.01%Q2 2021Q3 20238
DEUTSCHE BANK AG\ 440.00%0.00%0.00%Q2 2019Q2 20218
Lenox Wealth Advisors, LLC 620.00%0.00%0.00%Q3 2019Q4 20218
Stone Point Wealth LLC 880.12%0.16%0.25%Q4 2021Q3 20238
GHP Investment Advisors, Inc. 880.03%0.43%0.78%Q4 2021Q3 20238
Upper Left Wealth Management, LLC 880.32%0.48%0.62%Q4 2021Q3 20238
KING LUTHER CAPITAL MANAGEMENT CORP 880.00%0.00%0.00%Q4 2020Q3 20228
CAPITAL ONE FINANCIAL CORP 880.06%0.63%2.06%Q1 2020Q4 20218
Lowe Wealth Advisors, LLC 880.00%0.00%0.00%Q1 2022Q4 20238
Ackerman Capital Advisors, LLC 510.02%1.19%2.51%Q2 2017Q4 20198
Private Ocean, LLC 510.00%0.08%0.47%Q4 2017Q2 20238
Syverson Strege & Co 880.05%0.12%0.16%Q4 2020Q3 20228
Solitude Financial Services 880.25%0.32%0.44%Q4 2021Q3 20238
REDW Wealth LLC 530.06%0.07%0.08%Q1 2021Q3 20238
FINANCIAL CONSULATE, INC 710.13%0.17%0.22%Q4 2014Q3 20188
CREATIVE FINANCIAL DESIGNS INC /ADV 880.00%0.00%0.00%Q4 2021Q3 20238
Opes Advisors Inc 884.46%7.88%9.85%Q1 2017Q4 20188
COLLECTIVE FAMILY OFFICE LLC 880.29%1.63%2.36%Q4 2021Q3 20238
Larson Financial Group LLC 710.00%0.00%0.00%Q3 2021Q3 20238
Bell Investment Advisors, Inc 620.28%0.72%1.17%Q3 2021Q3 20238
Lauterbach Financial Advisors, LLC 880.23%0.26%0.28%Q4 2021Q3 20238
Cedar Wealth Management, LLC 880.00%0.14%0.37%Q3 2018Q2 20208
JFS WEALTH ADVISORS, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
TCI Wealth Advisors, Inc. 770.00%0.01%0.06%Q1 2018Q3 20197
Perigon Wealth Management, LLC 610.00%0.00%0.01%Q4 2016Q4 20207
AlphaCore Capital LLC 610.00%0.01%0.01%Q4 2019Q3 20237
Hexagon Capital Partners LLC 520.00%0.00%0.02%Q2 2021Q3 20237
Bartlett & Co. LLC 610.00%0.00%0.00%Q2 2018Q4 20237
Kavar Capital Partners, LLC 310.06%0.11%0.17%Q1 2017Q3 20207
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
CARDIFF PARK ADVISORS, LLC 770.06%0.06%0.08%Q4 2021Q2 20237
Raymond James Financial Services Advisors, Inc. 410.00%0.00%0.01%Q1 2019Q4 20217
CUTLER INVESTMENT COUNSEL LLC 770.19%0.21%0.22%Q1 2022Q3 20237
HOWE & RUSLING INC 310.00%0.00%0.02%Q2 2017Q3 20237
Sandy Spring Bank 430.00%0.00%0.00%Q3 2021Q3 20237
SOA Wealth Advisors, LLC. 770.00%0.00%0.00%Q1 2022Q3 20237
Jacobi Capital Management LLC 610.00%0.00%0.00%Q2 2018Q3 20217
Ten Capital Wealth Advisors, LLC 520.00%0.00%0.01%Q2 2021Q1 20237
Raleigh Capital Management Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Rosenberg Matthew Hamilton 770.00%0.00%0.01%Q3 2021Q1 20237
DOPKINS WEALTH MANAGEMENT, LLC 430.18%0.24%0.32%Q4 2021Q3 20237
Retirement Group, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Intelligence Driven Advisers, LLC 770.17%0.58%1.11%Q4 2018Q2 20207
Gradient Investments LLC 310.00%0.00%0.00%Q2 2017Q2 20237
Texas Yale Capital Corp. 770.02%0.04%0.05%Q1 2017Q3 20187
Domani Wealth, LLC 770.10%0.23%0.27%Q2 2015Q4 20167
Concord Wealth Partners 430.00%0.00%0.00%Q4 2021Q3 20237
Wealthcare Advisory Partners LLC 610.00%0.00%0.00%Q4 2018Q1 20217
Janney Montgomery Scott LLC 770.00%0.00%0.01%Q1 2018Q3 20197
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.04%0.14%0.34%Q1 2022Q3 20237
Lindbrook Capital, LLC 510.00%0.00%0.01%Q4 2019Q3 20236
COLONY GROUP LLC 510.01%0.01%0.03%Q1 2019Q4 20226
CAPTRUST FINANCIAL ADVISORS 660.00%0.00%0.00%Q1 2021Q2 20226
PIN OAK INVESTMENT ADVISORS INC 660.00%0.00%0.00%Q3 2020Q4 20216
Bison Wealth, LLC 660.00%0.00%0.01%Q3 2020Q4 20216
Center for Financial Planning, Inc. 660.00%0.00%0.00%Q1 2022Q2 20236
River Wealth Advisors LLC 330.06%0.08%0.11%Q2 2018Q4 20196
Transamerica Financial Advisors, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Destination Wealth Management 660.00%0.00%0.00%Q1 2018Q2 20196
HERITAGE WEALTH MANAGEMENT, LLC 420.00%0.03%0.11%Q2 2021Q4 20226
CULLEN/FROST BANKERS, INC. 510.00%0.00%0.00%Q4 2019Q3 20236
RE Dickinson Investment Advisors, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Integrated Wealth Concepts LLC 660.04%0.06%0.08%Q2 2022Q3 20236
WEALTHFRONT Corp 420.00%0.00%0.00%Q2 2015Q2 20186
Private Advisor Group, LLC 310.00%0.00%0.01%Q4 2016Q2 20216
Lansing Street Advisors 660.00%0.01%0.02%Q1 2022Q2 20236
Litman Gregory Wealth Management LLC 660.01%0.01%0.02%Q4 2019Q1 20216
Addison Advisors LLC 510.00%0.27%0.43%Q1 2022Q3 20236
Prime Capital Investment Advisors, LLC 660.00%0.01%0.02%Q2 2019Q3 20206
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 310.00%0.01%0.02%Q4 2019Q2 20236
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
St. Louis Trust Co 410.05%0.06%0.06%Q2 2022Q3 20235
Alera Investment Advisors, LLC 410.09%0.13%0.16%Q2 2022Q3 20235
WOLFF WIESE MAGANA LLC 550.00%0.00%0.00%Q3 2022Q3 20235
TRUEWEALTH LLC 550.00%0.04%0.07%Q2 2019Q2 20205
Chicago Partners Investment Group LLC 550.00%0.00%0.00%Q3 2017Q3 20185
ACIMA PRIVATE WEALTH, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
FIRST NATIONAL CORP /MA/ /ADV 550.19%0.26%0.29%Q4 2018Q4 20195
Vise Technologies, Inc. 550.17%0.22%0.35%Q3 2022Q3 20235
Curtis Advisory Group, LLC 550.08%0.20%0.28%Q4 2020Q4 20215
Bedel Financial Consulting, Inc. 550.00%0.00%0.00%Q2 2020Q2 20215
FIRST MANHATTAN CO. LLC. 410.00%0.00%0.00%Q1 2017Q3 20225
Vista Private Wealth Partners. LLC 310.03%0.16%0.23%Q3 2017Q3 20195
Cordant, Inc. 550.00%0.00%0.01%Q3 2022Q3 20235
Aptus Capital Advisors, LLC 320.00%0.00%0.00%Q3 2019Q3 20235
Evanson Asset Management, LLC 320.03%0.06%0.10%Q2 2018Q2 20215
CAHILL FINANCIAL ADVISORS INC 550.63%0.70%0.75%Q1 2019Q1 20205
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 550.54%0.68%0.80%Q1 2019Q1 20205
LifePlan Financial Group, Inc 550.01%0.01%0.01%Q3 2019Q3 20205
Global Retirement Partners, LLC 310.00%0.00%0.00%Q1 2020Q3 20235
WMS Partners, LLC 550.05%0.06%0.08%Q3 2022Q3 20235
Avestar Capital, LLC 550.26%0.29%0.30%Q4 2018Q4 20195
Hoover Financial Advisors, Inc. 550.00%0.00%0.00%Q2 2020Q2 20215
BRIGHTON JONES LLC 550.01%0.01%0.01%Q2 2021Q2 20225
Laidlaw Wealth Management LLC 410.07%0.08%0.09%Q4 2020Q3 20225
JNBA Financial Advisors 550.00%0.00%0.00%Q4 2018Q4 20195
Mokosak Advisory Group, LLC 551.30%1.45%1.56%Q4 2018Q4 20195
FRANKLIN RESOURCES INC 550.00%0.00%0.00%Q4 2020Q4 20215
MANUFACTURERS LIFE INSURANCE COMPANY, THE 550.00%0.00%0.00%Q2 2017Q2 20185
Lutz Financial Services LLC 550.17%0.17%0.18%Q4 2018Q4 20195
Capital One Investing, Inc. 441.99%2.26%2.52%Q4 2018Q3 20194
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q4 2018Q3 20224
Milestone Investment Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Klingman & Associates, LLC 440.02%0.02%0.02%Q2 2021Q1 20224
WealthTrust-Arizona, LLC 440.00%0.00%0.00%Q2 2014Q1 20154
Tower Research Capital LLC (TRC) 220.00%0.00%0.00%Q2 2022Q3 20234
INVESTMENT SECURITY GROUP INC /CO/ /ADV 440.42%0.45%0.49%Q1 2019Q4 20194
Newman Dignan & Sheerar, Inc. 440.01%0.05%0.10%Q1 2019Q4 20194
Lakewood Asset Management LLC 440.19%0.20%0.21%Q4 2022Q3 20234
Ellevest, Inc. 210.00%0.00%0.00%Q3 2019Q4 20224
REGIONS FINANCIAL CORP 440.00%0.00%0.00%Q4 2017Q3 20184
Wagner Wealth Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
SVB WEALTH LLC 440.00%0.00%0.00%Q1 2021Q4 20214
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q2 2022Q3 20234
OneDigital Investment Advisors LLC 440.00%0.00%0.01%Q3 2018Q2 20194
Cetera Advisors LLC 310.00%0.01%0.01%Q4 2019Q3 20234
Seed Wealth Management, Inc. 441.13%1.17%1.21%Q4 2022Q3 20234
SRS Capital Advisors, Inc. 210.00%0.00%0.00%Q4 2021Q3 20234
Keel Point, LLC 440.04%0.05%0.06%Q4 2022Q3 20234
RF&L WEALTH MANAGEMENT, LLC 442.82%2.87%2.91%Q4 2022Q3 20234
Seneca House Advisors 441.21%1.38%1.58%Q4 2017Q3 20184
Moran Wealth Management, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Clark Capital Management Group, Inc. 440.01%0.02%0.02%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Capital Wealth Planning, LLC 440.02%0.02%0.02%Q2 2019Q1 20204
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Stanford Investment Group, Inc. 440.03%0.03%0.03%Q1 2016Q4 20164
Annex Advisory Services, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Spectrum Management Group, LLC 440.00%0.01%0.01%Q4 2019Q3 20204
Breakwater Capital Group 440.52%0.94%1.19%Q4 2022Q3 20234
Glassman Wealth Services 310.00%0.00%0.00%Q3 2021Q3 20234
FIFTH THIRD BANCORP 210.00%0.00%0.00%Q4 2019Q3 20234
First Financial Bank - Trust Division 440.07%0.08%0.08%Q2 2018Q1 20194
Virtu KCG Holdings LLC 110.01%0.04%0.10%Q3 2015Q2 20174
Financial Freedom, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Atlas Private Wealth Advisors 440.00%0.00%0.00%Q4 2020Q3 20214
Endurance Wealth Management, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
TRUSTCORE FINANCIAL SERVICES, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q3 2018Q4 20193
Mosaic Financial Partners, Inc. 330.16%0.43%0.66%Q4 2017Q2 20183
Farther Finance Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2020Q3 20233
Atria Investments, Inc 330.04%0.05%0.06%Q3 2015Q1 20163
Global Wealth Strategies & Associates 330.01%0.01%0.01%Q4 2022Q2 20233
Rice Partnership, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
Ameritas Investment Partners, Inc. 330.00%0.00%0.00%Q1 2020Q3 20203
Sound Income Strategies, LLC 110.00%0.00%0.00%Q4 2019Q1 20233
Ancora Advisors LLC 110.00%0.00%0.00%Q3 2018Q2 20223
Golden State Wealth Management, LLC 210.00%0.00%0.00%Q2 2019Q1 20203
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 330.03%0.03%0.03%Q1 2018Q3 20183
HCR Wealth Advisors 330.00%0.00%0.00%Q4 2019Q2 20203
MACROVIEW INVESTMENT MANAGEMENT LLC 210.00%0.02%0.04%Q1 2022Q3 20233
Guidant Wealth Advisors 330.03%0.03%0.03%Q1 2019Q3 20193
Foster Victor Wealth Advisors, LLC 330.03%0.04%0.04%Q1 2021Q3 20213
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 210.00%0.01%0.01%Q4 2021Q3 20233
Independence Bank of Kentucky 330.00%0.00%0.00%Q1 2019Q3 20193
Yoder Wealth Management, Inc. 330.54%0.57%0.61%Q1 2023Q3 20233
Gemmer Asset Management LLC 110.00%0.01%0.02%Q2 2017Q4 20203
REILLY FINANCIAL ADVISORS, LLC 210.00%0.00%0.00%Q3 2018Q4 20213
AlphaStar Capital Management, LLC 210.07%0.23%0.40%Q2 2018Q4 20223
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
PFG Advisors 330.04%0.05%0.06%Q1 2023Q3 20233
Wealthfront Advisers LLC 330.00%0.00%0.00%Q3 2020Q1 20213
Elmwood Wealth Management, Inc. 210.00%0.00%0.00%Q1 2021Q4 20213
Weatherstone Capital Management 330.18%0.18%0.19%Q1 2018Q3 20183
D'Orazio & Associates, Inc. 110.00%0.00%0.01%Q2 2017Q3 20213
M&R CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q2 2023Q4 20233
Kabarec Financial Advisors, Ltd. 330.00%0.00%0.01%Q4 2017Q2 20183
IAG Wealth Partners, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.09%0.25%Q2 2020Q1 20233
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
New Republic Capital, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
STANCORP INVESTMENT ADVISERS INC 220.00%0.01%0.02%Q4 2014Q1 20152
Everhart Financial Group, Inc. 220.20%0.20%0.21%Q4 2020Q1 20212
GODSEY & GIBB, INC 110.00%0.01%0.01%Q4 2022Q2 20232
Lee Financial Co 220.00%0.00%0.00%Q1 2019Q2 20192
First Pacific Financial 220.00%0.00%0.00%Q2 2023Q3 20232
Archer Investment Corp 220.00%0.00%0.00%Q2 2023Q3 20232
Kernodle & Katon Asset Management Group, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
WADE G W & INC 220.04%0.04%0.04%Q2 2021Q3 20212
Jane Street Holding, LLC 220.01%0.02%0.02%Q3 2013Q4 20132
Cerity Partners LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Kathmere Capital Management, LLC 220.01%0.01%0.01%Q3 2020Q4 20202
Blue Trust, Inc. 110.00%0.00%0.00%Q3 2022Q1 20232
Pillar Wealth Advisors, LLC 220.19%0.20%0.20%Q4 2021Q1 20222
Financial Advocates Investment Management 220.24%0.24%0.24%Q4 2017Q1 20182
MML INVESTORS SERVICES, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Wealth Quarterback LLC 110.00%0.01%0.03%Q4 2019Q3 20212
MEEDER ASSET MANAGEMENT INC 220.00%0.00%0.00%Q3 2019Q4 20192
Filbrandt Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q2 20212
BALDWIN BROTHERS LLC/MA 220.00%0.00%0.00%Q2 2021Q3 20212
Barber Financial Group, Inc. 220.06%0.07%0.07%Q3 2022Q4 20222
SENTINEL PENSION ADVISORS INC 110.80%0.89%0.98%Q4 2019Q1 20212
Cresset Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q3 2022Q3 20232
Alpha Omega Wealth Management LLC 220.04%0.04%0.05%Q1 2019Q2 20192
NEXT Financial Group, Inc 110.00%0.00%0.00%Q2 2019Q4 20202
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q4 2018Q3 20232
Cherry Tree Wealth Management, LLC 221.52%1.55%1.58%Q2 2023Q3 20232
Savant Capital, LLC 110.01%0.01%0.01%Q4 2021Q3 20232
Sequoia Financial Advisors, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
MSI Financial Services Inc 110.00%0.00%0.00%Q2 2015Q4 20152
Pathway Financial Advisors LLC 220.03%0.04%0.04%Q1 2018Q2 20182
BESSEMER GROUP INC 110.00%0.00%0.00%Q4 2015Q1 20202
WealthShield Partners, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
HAZLETT, BURT & WATSON, INC. 220.00%0.00%0.01%Q3 2022Q4 20222
UMB Bank, n.a. 220.00%0.00%0.00%Q4 2021Q1 20222
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q4 2017Q3 20192
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q4 2014Q2 20172
Hanson & Doremus Investment Management 220.01%0.01%0.01%Q4 2014Q1 20152
RITTER DANIHER FINANCIAL ADVISORY LLC 220.00%0.00%0.00%Q4 2021Q1 20222
S.A. Mason LLC 220.01%0.01%0.01%Q4 2019Q1 20202
CENTRAL TRUST Co 220.00%0.00%0.00%Q2 2022Q3 20222
NVWM, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
D. SCOTT NEAL, INC. 220.11%0.11%0.12%Q1 2021Q2 20212
Summit Trail Advisors, LLC 110.02%0.02%0.02%Q4 2021Q2 20222
West Coast Financial LLC 220.16%0.21%0.27%Q2 2016Q3 20162
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
SALEM INVESTMENT COUNSELORS INC 220.00%0.00%0.00%Q1 2023Q2 20232
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
OLD MISSION CAPITAL, LLC 110.02%0.11%0.20%Q4 2016Q4 20202
ZRC WEALTH MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Cornerstone Management, Inc. 220.27%0.27%0.28%Q1 2018Q2 20182
Valued Wealth Advisors LLC 111.12%1.12%1.12%Q4 2023Q4 20231
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q1 2018Q1 20181
Wambolt & Associates, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q4 2018Q4 20181
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q4 2021Q4 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.18%0.18%0.18%Q3 2022Q3 20221
NewSquare Capital LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Trifecta Capital Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Herold Advisors, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Buffington Mohr McNeal 110.00%0.00%0.00%Q1 2019Q1 20191
First Command Financial Services, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Coyle Financial Counsel LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q3 2018Q3 20181
IHT Wealth Management, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q1 2022Q1 20221
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Armor Investment Advisors, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
EPIQ Capital Group, LLC 110.23%0.23%0.23%Q4 2019Q4 20191
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Ritter Daniher Financial Advisory LLC / DE 110.00%0.00%0.00%Q2 2022Q2 20221
Brookstone Capital Management 110.01%0.01%0.01%Q4 2022Q4 20221
AURORA FINANCIAL ADVISORS, LLC 110.18%0.18%0.18%Q4 2017Q4 20171
Creative Capital Management Investments LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Strategic Wealth Partners, Ltd. 110.00%0.00%0.00%Q2 2019Q2 20191
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Capital Investment Advisory Services, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
CATALYST PRIVATE WEALTH, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Rather & Kittrell, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
SYM FINANCIAL Corp 110.00%0.00%0.00%Q2 2023Q2 20231
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q1 2022Q1 20221
Avior Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Strategic Asset Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Arlington Partners LLC 110.01%0.01%0.01%Q2 2023Q2 20231
McIlrath & Eck, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q4 2023Q4 20231
Liberty Capital Management, Inc. 110.07%0.07%0.07%Q4 2022Q4 20221
AVALON CAPITAL MANAGEMENT 113.07%3.07%3.07%Q3 2016Q3 20161
DB Wealth Management Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MILESTONE ASSET MANAGEMENT, LLC 113.31%3.31%3.31%Q4 2022Q4 20221
LifeSteps Financial, Inc. 110.31%0.31%0.31%Q4 2019Q4 20191
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Karp Capital Management Corp 110.00%0.00%0.00%Q4 2018Q4 20181
ADVANTAGE INVESTMENT MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2016Q3 20161
AMERICAN INTERNATIONAL GROUP, INC. 110.00%0.00%0.00%Q4 2015Q4 20151
Nalls Sherbakoff Group, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
WEST PACES ADVISORS INC. 110.01%0.01%0.01%Q2 2021Q2 20211
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Worth Asset Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Fortis Capital Management LLC 110.39%0.39%0.39%Q4 2022Q4 20221
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 110.00%0.00%0.00%Q1 2022Q1 20221
MONETA GROUP INVESTMENT ADVISORS LLC 110.02%0.02%0.02%Q3 2018Q3 20181
TCG Advisors, LP 110.27%0.27%0.27%Q4 2019Q4 20191
J.P. Morgan Private Wealth Advisors LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
JOHNSON INVESTMENT COUNSEL INC 110.01%0.01%0.01%Q3 2019Q3 20191
BOKF, NA 110.01%0.01%0.01%Q2 2018Q2 20181
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
First Command Bank 110.00%0.00%0.00%Q1 2021Q1 20211
Equitable Holdings, Inc. 110.04%0.04%0.04%Q4 2019Q4 20191
Choate Investment Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Tradition Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Financial Advantage, Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
Stratos Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Arjuna Capital 110.03%0.03%0.03%Q2 2021Q2 20211
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Level Financial Advisors 110.00%0.00%0.00%Q2 2022Q2 20221
Cardinal Strategic Wealth Guidance 110.01%0.01%0.01%Q1 2022Q1 20221
Strategic Investment Solutions, Inc. /IL 110.00%0.00%0.00%Q1 2023Q1 20231
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Beacon Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
USA FINANCIAL FORMULAS 110.00%0.00%0.00%Q4 2018Q4 20181
Visionary Wealth Advisors 110.08%0.08%0.08%Q4 2019Q4 20191
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2018Q2 20181
Element Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WHITTIER TRUST CO 110.00%0.00%0.00%Q1 2019Q1 20191
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Virtu Financial LLC 110.03%0.03%0.03%Q3 2017Q3 20171
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Verition Fund Management LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Sutton Wealth Advisors Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
MADISON WEALTH MANAGEMENT 110.19%0.19%0.19%Q4 2019Q4 20191
Realta Investment Advisors 110.00%0.00%0.00%Q2 2019Q2 20191
Synergy Asset Management, LLC 111.57%1.57%1.57%Q4 2022Q4 20221
Evolution Advisers, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
McElhenny Sheffield Capital Management, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
ASSET PLANNING CORPORATION 110.04%0.04%0.04%Q4 2020Q4 20201
PVG ASSET MANAGEMENT CORP 110.09%0.09%0.09%Q1 2017Q1 20171
Certified Advisory Corp 110.00%0.00%0.00%Q4 2019Q4 20191
McAdam, LLC 110.04%0.04%0.04%Q3 2018Q3 20181
CABANA LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Moisand Fitzgerald Tamayo, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
NWAM LLC 110.04%0.04%0.04%Q2 2017Q2 20171
CAPITAL ONE, NATIONAL ASSOCIATION 112.00%2.00%2.00%Q4 2019Q4 20191
Burleson & Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
M&T BANK CORP 110.00%0.00%0.00%Q3 2022Q3 20221
FAS Wealth Partners, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Bristlecone Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Strategic Wealth Investment Group, LLC 110.09%0.09%0.09%Q2 2022Q2 20221
Northland Capital Management LLC 110.45%0.45%0.45%Q3 2023Q3 20231
EP Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Huber Financial Advisors, LLC 110.11%0.11%0.11%Q1 2019Q1 20191
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q3 2021Q3 20211
American Financial Network Advisory Services LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Eidelman Virant Capital 110.10%0.10%0.10%Q4 2014Q4 20141
Manchester Capital Management LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Ullmann Wealth Partners Group, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Pacific Center for Financial Services 110.00%0.00%0.00%Q3 2021Q3 20211
Capital Advisory Group Advisory Services, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Global Trust Asset Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q2 2023Q2 20231
Horan Securities, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
External links

This page lists all the filers that currently own SCHWAB STRATEGIC TR or have owned SCHWAB STRATEGIC TR in the past.