SCHR · Schwab Intermediate-Term U.S. Treasury ETF · Holdings ETF

$23.86 +0.02 (+0.08%) At close · Oct 20

Volume · Oct 20 2.58M Avg daily vol (3M) 3.34M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

Quarter:

Holders: 107

Total Value: $917,204,676

Total Shares: 38,700,621

Showing 1–100 of 107 holdings by value · page 1 of 2

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 107 13F filers · Δ vs Jun 30, 2026

Top Holder

11.4%

−47.7 pts

Top 5

44.9%

−25.1 pts

Top 10

66.1%

−9.8 pts

HHI

555

Broadly held−2,994

Who Holds SCHR

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 507 filers, like-for-like change +7.0%; actively managed books +7.9%; index-like books -58.1%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	80.6%	360	+8.4%	30	34
Adviser	3.2%	5	+2.0%	0	0
Bank	7.8%	13	-1.4%	0	3
Broker-dealer	0.9%	1	+85.0%	0	0
Holding company	0.6%	5	-3.1%	1	0
Insurer	0.0%	0	—	0	0
Non-US	0.0%	0	—	0	0
Exempt adviser	0.0%	0	—	0	0
Unknown	6.9%	123	-0.3%	15	14

Style	Share	Filers	Change	New	Exited
Index-like	0.5%	4	-58.1%	1	1
Systematic-like	0.0%	1	-66.6%	0	0
Concentrated	11.6%	210	+1.4%	16	23
Diversified active	87.9%	292	+8.8%	29	27
Not measured	0.0%	0	—	0	0
Unknown	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	95.2%	386	+6.6%	28	30
Medium turnover	3.8%	68	+10.7%	5	15
High turnover	0.2%	8	+57.6%	3	2
Unknown	0.8%	45	+50.4%	10	4
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	0.8%	43	+41.6%	10	4
Medium horizon	4.6%	116	-2.1%	9	19
Long horizon	94.3%	335	+7.2%	25	28
Unknown	0.3%	13	+53.9%	2	0
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	10.9%	258	-3.0%	22	34
$1B to $10B	5.7%	157	-1.8%	18	13
$10B to $100B	6.4%	63	+26.5%	4	3
$100B or more	77.0%	29	+7.9%	2	1
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	17.6%	322	+8.8%	26	33
Pooled investment vehicles	0.0%	2	-0.5%	0	0
Registered funds and BDCs	61.2%	10	+6.0%	2	0
Pension and profit sharing plans	0.2%	6	+11.0%	0	0
Insurance companies	0.0%	1	new	1	0
Charitable organizations	0.0%	2	+110.8%	0	0
Governments and sovereign funds	0.0%	1	0.0%	0	0
Other investment advisers	0.1%	5	+14.1%	0	0
Other	0.1%	1	+240.7%	0	0
Diversified	1.3%	10	+2290.1%	1	1
Corporations	0.0%	0	—	0	0
Unknown	19.4%	147	+1.7%	16	17

Private funds	Share	Filers	Change	New	Exited
Hedge funds	0.5%	12	+0.2%	1	2
Private equity funds	1.0%	13	+2.6%	0	1
Venture capital funds	0.0%	1	+23.3%	0	0
Real estate funds	0.8%	7	+24.5%	2	1
Securitized asset funds	0.0%	1	-0.8%	0	0
Other private funds	0.9%	15	-2.4%	1	2
Mixed private funds	1.3%	3	+12961.2%	1	0
Private funds, type not stated	0.1%	3	-25.2%	0	0
No private funds	75.9%	305	+6.8%	25	28
Unknown	19.4%	147	+1.7%	16	17

Location	Share	Filers	Change	New	Exited
United States	95.4%	500	+7.0%	45	51
Outside the US	4.6%	7	+8.0%	1	0

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 8 holders with no observed 2026-03-31 13F and 10 holders with no observed 2026-06-30 13F.

Conviction and Crowding

507 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

303

59.8% of filers hold it in their top 10

Mar 31, 2026: 323

Holders above 5%

median weight 0.050%

Mar 31, 2026: 29

Crowding

—

shares outstanding is an issuer-wide count, not one listing's

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

shares outstanding is an issuer-wide count, not one listing's

Top 10 holders

75.9%

of 13F shares, Herfindahl 0.354

Active holders

+7.9%

like-for-like share change of active filers

5% stakes on record

0 13D, 0 13G

How long holders have held it value-weighted 20.0 quarters

Under 1 year 4.04% 1 to 3 years 8.27% 3 years or more 87.7% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost

$24.88

estimated per share

Mar 31, 2026: $25.00

Quarter-end price

$24.64

implied by 13F values

Estimated gain or loss

-1.0%

price against the estimated cost

Estimated at a loss

97.6%

of costed 13F value

Estimated cost covers 6.40% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Fund Ownership of SCHR by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 0 shares.

Fund type	Shares	Funds
Index funds	0	0
Index ETFs	0	0
Active ETFs	8,095,682	5
Active funds	0	0
Unclassified	0	0
All registered funds	8,095,682	5

How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Quarterly Activity

vs Jun 30, 2026

New

Increased

Decreased

Sold Out

Unchanged

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -404

Institutional value: -91.6%

Shares held: -91.3%

Top Buyers

vs Jun 30, 2026

Institution	Added	Now Holds
Small Moisand Fitzgerald Tamayo, LLC	+356,427	4,430,741
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	+279,629	3,329,160
Large DAVENPORT & Co LLC	+241,934	1,878,992
Mid Kathmere Capital Management, LLC	+193,446	840,645
Mid Diversify Advisory Services, LLC	+177,109	612,269

Top Sellers

vs Jun 30, 2026

Institution	Sold	Now Holds
Mid Resonant Capital Advisors, LLC	−916,881	1,783,860
Small Hidden Cove Wealth Management, LLC	−275,721	104,625
Small Bulwark Capital Corp	−202,661	158,018
Small WT Wealth Management	−82,957	125,686
Small Keystone Global Partners, LLC	−75,701	160,723

Top New Positions

vs Jun 30, 2026

Institution	Acquired	Value (USD)
Small RCS Financial Planning, LLC	252,914	$5,994,061
Large Concurrent Investment Advisors, LLC	167,454	$3,968,659
Mid CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	129,112	$3,059,954
Small Center For Asset Management LLC	31,042	$735,695
Mid CWA Asset Management Group, LLC	12,682	$300,563

Top Sold-Out Positions

vs Jun 30, 2026

Institution	Previously Held	Last Value (USD)
Small Columbus Macro, LLC	82,617	$2,037,335
Small Intelligence Driven Advisers, LLC	28,973	$714,474
Micro Virginia Estate & Retirement Planning Advisors Inc.	404,337	$404,337
Small R2 Capital Strategies, LLC	12,364	$304,896
Small RDA Financial Network	9,365	$230,940

Filter: New 11 Increased 51 Reduced 26 Sold out 15 Unchanged 19

Holder type: Registered adviser 72 Unknown 35

Showing 100 of 107

All Common Calls Puts

Compact Export CSV

Holder	Value (USD)	% of 13F	Shares	Own %	Change	Type	Filed
Small Moisand Fitzgerald Tamayo, LLC Registered adviser SCHR	$105,008,561	11.45%	4,430,741	—	+356,427 +8.7%	Shares	2026-10-15
Small Cornerstone Wealth Advisors, Inc. Registered adviser SCHR	$101,431,828	11.06%	4,279,824	—	+159,762 +3.9%	Shares	2026-10-16
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SCHR	$78,901,092	8.60%	3,329,160	—	+279,629 +9.2%	Shares	2026-10-13
Small Crane Advisory, LLC Registered adviser SCHR	$66,671,441	7.27%	2,813,141	—	-31,564 -1.1%	Shares	2026-10-13
Mid Avidian Wealth Enterprises, LLC Registered adviser SCHR	$59,923,435	6.53%	2,528,415	—	+78,067 +3.2%	Shares	2026-10-08
Large DAVENPORT & Co LLC Registered adviser SCHR	$44,532,110	4.86%	1,878,992	—	+241,934 +14.8%	Shares	2026-10-14
Mid Resonant Capital Advisors, LLC Registered adviser SCHR	$42,277,482	4.61%	1,783,860	—	-916,881 -33.9%	Shares	2026-10-15
Small High Probability Advisors, LLC Registered adviser SCHR	$40,611,490	4.43%	1,713,565	—	+139,217 +8.8%	Shares	2026-10-19
Small Beacon Wealthcare LLC Registered adviser SCHR	$34,359,359	3.75%	1,449,762	—	+12,140 +0.8%	Shares	2026-10-02
Small WestHill Financial Advisors, Inc. Registered adviser SCHR	$32,909,346	3.59%	1,388,580	—	+98,477 +7.6%	Shares	2026-10-14
Mid Galvin, Gaustad & Stein, LLC Registered adviser SCHR	$26,141,976	2.85%	1,103,037	—	-10,623 -1.0%	Shares	2026-10-08
Mid Kathmere Capital Management, LLC Registered adviser SCHR	$19,923,286	2.17%	840,645	—	+193,446 +29.9%	Shares	2026-10-20
Small Downshift Financial, LLC Registered adviser SCHR	$19,665,098	2.14%	829,751	—	+103,313 +14.2%	Shares	2026-10-13
Mid DIVERSIFY WEALTH MANAGEMENT, LLC Registered adviser SCHR	$14,510,775	1.58%	612,269	—	+177,109 +40.7%	Shares	2026-10-20
Mid Diversify Advisory Services, LLC Registered adviser SCHR	$14,510,775	1.58%	612,269	—	+177,109 +40.7%	Shares	2026-10-20
Small Foundation Wealth Management, LLC\PA SCHR	$13,220,642	1.44%	557,833	—	+73,698 +15.2%	Shares	2026-10-14
Small ADVOCATE GROUP LLC SCHR	$12,501,039	1.36%	527,470	—	+52,556 +11.1%	Shares	2026-10-19
Mid Fiduciary Alliance LLC SCHR	$12,384,909	1.35%	522,570	—	+12,091 +2.4%	Shares	2026-10-13
Small Holcombe Financial, Inc. Registered adviser SCHR	$12,171,016	1.33%	513,545	—	+7,368 +1.5%	Shares	2026-10-16
Small Kelly Financial Services LLC SCHR	$11,885,787	1.30%	501,510	—	-25,512 -4.8%	Shares	2026-10-20
Small White Pine Investment CO Registered adviser SCHR	$11,489,357	1.25%	484,783	—	+10,566 +2.2%	Shares	2026-10-15
Small Attessa Capital LLC SCHR	$10,713,442	1.17%	452,044	—	+1,128 +0.3%	Shares	2026-10-09
Small A4 Wealth Advisors LLC Registered adviser SCHR	$7,161,002	0.78%	302,152	—	+28,307 +10.3%	Shares	2026-10-20
Micro SIMA Wealth Partners, LLC Registered adviser SCHR	$7,059,494	0.77%	297,869	—	+17,370 +6.2%	Shares	2026-10-19
Small RCS Financial Planning, LLC Registered adviser SCHR	$5,994,061	0.65%	252,914	—	New	Shares	2026-10-14
Small MYECFO, LLC Registered adviser SCHR	$5,944,434	0.65%	250,820	—	-2,441 -1.0%	Shares	2026-10-14
Small Refined Wealth Management SCHR	$5,796,546	0.63%	244,580	—	+11,104 +4.8%	Shares	2026-10-13
Micro Cooke Wealth Management, LLC Registered adviser SCHR	$5,747,913	0.63%	242,528	—	-26,499 -9.8%	Shares	2026-10-13
Small Fermata Advisors, LLC SCHR	$4,415,381	0.48%	186,303	—	+61,178 +48.9%	Shares	2026-10-13
Small KELLY FINANCIAL GROUP LLC Registered adviser SCHR	$4,108,466	0.45%	173,353	—	+54,521 +45.9%	Shares	2026-10-16
Large Concurrent Investment Advisors, LLC Registered adviser SCHR	$3,968,659	0.43%	167,454	—	New	Shares	2026-10-16
Small Keystone Global Partners, LLC SCHR	$3,809,135	0.42%	160,723	—	-75,701 -32.0%	Shares	2026-10-13
Small Upper Left Wealth Management, LLC Registered adviser SCHR	$3,782,235	0.41%	159,588	—	-31,219 -16.4%	Shares	2026-10-14
Small Mendota Financial Group, LLC SCHR	$3,774,817	0.41%	159,275	—	+44,103 +38.3%	Shares	2026-10-07
Small Bulwark Capital Corp Registered adviser SCHR	$3,745,026	0.41%	158,018	—	-202,661 -56.2%	Shares	2026-10-13
Small North Forty Two & Co. SCHR	$3,738,722	0.41%	157,752	—	-8,420 -5.1%	Shares	2026-10-19
Mid SALEM INVESTMENT COUNSELORS INC Registered adviser SCHR	$3,632,973	0.40%	153,290	—	+4,783 +3.2%	Shares	2026-10-13
Large Farther Finance Advisors, LLC Registered adviser SCHR	$3,542,036	0.39%	149,453	—	-16,233 -9.8%	Shares	2026-10-08
Mid Dynamic Advisor Solutions LLC SCHR	$3,094,485	0.34%	130,569	—	+1,731 +1.3%	Shares	2026-10-13
Mid CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Registered adviser SCHR	$3,059,954	0.33%	129,112	—	New	Shares	2026-10-14
Small WT Wealth Management Registered adviser SCHR	$2,978,758	0.32%	125,686	—	-82,957 -39.8%	Shares	2026-10-13
Small Williams Financial, LLC SCHR	$2,962,713	0.32%	125,009	—	+3,968 +3.3%	Shares	2026-10-19
Small Spectrum Asset Management, Inc. (NB/CA) Registered adviser SCHR	$2,675,019	0.29%	112,870	—	-17,690 -13.5%	Shares	2026-10-19
Small TRAN CAPITAL MANAGEMENT, L.P. SCHR	$2,585,504	0.28%	109,093	—	-207 -0.2%	Shares	2026-10-19
Small Hidden Cove Wealth Management, LLC Registered adviser SCHR	$2,479,612	0.27%	104,625	—	-275,721 -72.5%	Shares	2026-10-19
Small GenWealth Group, Inc. Registered adviser SCHR	$2,416,760	0.26%	101,973	—	+475 +0.5%	Shares	2026-10-16
Small Barden Capital Management, Inc. Registered adviser SCHR	$2,384,812	0.26%	100,625	—	+3,591 +3.7%	Shares	2026-10-09
Mid Charles Schwab Trust Co SCHR	$2,237,919	0.24%	94,427	—	+4,653 +5.2%	Shares	2026-10-15
Mid IFP Advisors, Inc Registered adviser SCHR	$1,804,423	0.20%	76,136	—	+4,816 +6.8%	Shares	2026-10-16
Small STABLEFORD CAPITAL II LLC SCHR	$1,773,897	0.19%	74,848	—	0 0.0%	Shares	2026-10-09
Small Successful Portfolios LLC Registered adviser SCHR	$1,691,445	0.18%	71,369	—	+628 +0.9%	Shares	2026-10-09
Small MFG WEALTH MANAGEMENT, INC. SCHR	$1,554,862	0.17%	65,606	—	+3,125 +5.0%	Shares	2026-10-09
Mid Focus Financial Network, Inc. SCHR	$1,537,821	0.17%	64,887	—	-4,185 -6.1%	Shares	2026-10-14
Mid Avior Wealth Management, LLC Registered adviser SCHR	$1,437,642	0.16%	60,660	—	+22,508 +59.0%	Shares	2026-10-13
Small Kaizen Financial Strategies SCHR	$1,334,760	0.15%	56,319	—	-22,676 -28.7%	Shares	2026-10-09
Small Eagle Strategies LLC Registered adviser SCHR	$1,278,141	0.14%	53,930	—	+3,493 +6.9%	Shares	2026-10-16
Small Essential Partners LLC Registered adviser SCHR	$1,224,247	0.13%	51,656	—	-126 -0.2%	Shares	2026-10-14
Micro Waycross Investment Management Co Registered adviser SCHR	$1,081,810	0.12%	45,646	—	0 0.0%	Shares	2026-10-14
Mid CANTOR FITZGERALD INVESTMENT ADVISORS L.P. Registered adviser SCHR	$995,376	0.11%	41,999	—	-2,301 -5.2%	Shares	2026-10-16
Small XY Planning Network, Inc. SCHR	$902,116	0.10%	38,064	—	+2,507 +7.1%	Shares	2026-10-14
Mid CoreCap Advisors, LLC Registered adviser SCHR	$861,992	0.09%	36,371	—	+4,493 +14.1%	Shares	2026-10-08
Small Equita Financial Network, Inc. Registered adviser SCHR	$744,037	0.08%	31,394	—	+11,138 +55.0%	Shares	2026-10-19
Small Center For Asset Management LLC SCHR	$735,695	0.08%	31,042	—	New	Shares	2026-10-16
Small Family Investment Center, Inc. Registered adviser SCHR	$598,448	0.07%	25,251	—	+2,403 +10.5%	Shares	2026-10-19
Small Twele Capital Management, Inc. Registered adviser SCHR	$559,533	0.06%	23,609	—	+528 +2.3%	Shares	2026-10-13
Small Churchill Financial Advisors, LLC Registered adviser SCHR	$530,453	0.06%	22,382	—	+1,451 +6.9%	Shares	2026-10-20
Mid Integrated Advisors Network LLC Registered adviser SCHR	$500,970	0.05%	21,138	—	+4,858 +29.8%	Shares	2026-10-20
Small FAGAN ASSOCIATES, INC. Registered adviser SCHR	$493,718	0.05%	20,832	—	+5 +0.0%	Shares	2026-10-13
Mid PFG Advisors Registered adviser SCHR	$484,025	0.05%	20,423	—	+3,877 +23.4%	Shares	2026-10-16
Small Unique Wealth Strategies, LLC Registered adviser SCHR	$443,000	0.05%	18,692	—	0 0.0%	Shares	2026-10-13
Small Hardin Capital Partners, LLC SCHR	$433,615	0.05%	18,296	—	-410 -2.2%	Shares	2026-10-09
Small CHAPIN DAVIS, INC. SCHR	$351,399	0.04%	14,827	—	0 0.0%	Shares	2026-10-09
Small LongView Wealth Management SCHR	$337,251	0.04%	14,230	—	+710 +5.3%	Shares	2026-10-19
Mid Signal Advisors Wealth, LLC SCHR	$314,404	0.03%	13,266	—	-6,546 -33.0%	Shares	2026-10-13
Mid CWA Asset Management Group, LLC Registered adviser SCHR	$300,563	0.03%	12,682	—	New	Shares	2026-10-19
Mid Krilogy Financial LLC Registered adviser SCHR	$299,781	0.03%	12,649	—	-176 -1.4%	Shares	2026-10-13
Mid B. Riley Wealth Advisors, Inc. SCHR	$299,070	0.03%	12,619	—	+3,944 +45.5%	Shares	2026-10-13
Small Asset Allocation Strategies LLC Registered adviser SCHR	$296,036	0.03%	12,491	—	+996 +8.7%	Shares	2026-10-20
Mid MISSION WEALTH MANAGEMENT, LP Registered adviser SCHR	$293,666	0.03%	12,391	—	-8,881 -41.7%	Shares	2026-10-15
Mid Venture Visionary Partners LLC Registered adviser SCHR	$269,397	0.03%	11,367	—	0 0.0%	Shares	2026-10-07
Mid Fragasso Financial Advisors Inc Registered adviser SCHR	$243,517	0.03%	10,275	—	-1,417 -12.1%	Shares	2026-10-13
Small Bangor Savings Bank SCHR	$236,004	0.03%	9,958	—	0 0.0%	Shares	2026-10-06
Small FC Advisory LLC Registered adviser SCHR	$221,500	0.02%	9,346	—	-6,068 -39.4%	Shares	2026-10-05
Small Northland Capital Management LLC Registered adviser SCHR	$219,225	0.02%	9,250	—	New	Shares	2026-10-15
Mid PINNACLE ASSOCIATES LTD Registered adviser SCHR	$218,632	0.02%	9,225	—	New	Shares	2026-10-20
Small Independent Wealth Network Inc. Registered adviser SCHR	$217,613	0.02%	9,182	—	New	Shares	2026-10-19
Small New Hampshire Trust SCHR	$213,773	0.02%	9,020	—	-18,836 -67.6%	Shares	2026-10-20
Small CGC Financial Services, LLC Registered adviser SCHR	$205,716	0.02%	8,680	—	0 0.0%	Shares	2026-10-13
Small LAUREL OAK WEALTH MANAGEMENT, LLC Registered adviser SCHR	$202,018	0.02%	8,524	—	+332 +4.1%	Shares	2026-10-19
Small Dorato Capital Management SCHR	$139,142	0.02%	5,871	—	0 0.0%	Shares	2026-10-08
Small Private Wealth Management Group, LLC Registered adviser SCHR	$134,616	0.01%	5,680	—	0 0.0%	Shares	2026-10-19
Small Bullock Wealth Management Group Registered adviser SCHR	$84,158	0.01%	3,551	—	+26 +0.7%	Shares	2026-10-09
Small Breakwater Investment Management Registered adviser SCHR	$71,858	0.01%	3,032	—	0 0.0%	Shares	2026-10-20
Mid PRIVATE TRUST CO NA SCHR	$68,564	0.01%	2,893	—	New	Shares	2026-10-20
Small Rosenberg Matthew Hamilton Registered adviser SCHR	$48,371	0.01%	2,041	—	+471 +30.0%	Shares	2026-10-05
Large MATHER GROUP, LLC. Registered adviser SCHR	$29,198	0.00%	1,232	—	+523 +73.8%	Shares	2026-10-14
Mid Blue Trust, Inc. SCHR	$24,742	0.00%	1,044	—	New	Shares	2026-10-15
Small Mosley Wealth Management SCHR	$6,446	0.00%	272	—	0 0.0%	Shares	2026-10-16
Small Community Financial Services Group, LLC SCHR	$5,498	0.00%	232	—	0 0.0%	Shares	2026-10-15
Mid ARMSTRONG ADVISORY GROUP, INC Registered adviser SCHR	$2,844	0.00%	120	—	0 0.0%	Shares	2026-10-09
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