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icono de SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Charles Schwab Investment Advisory
1
Charles Schwab Investment Advisory
California
USD 93.7 M +USD 50.2 M +1,863,168 +114%
Charles Schwab
2
Charles Schwab
California
USD 20.3 M +USD 1.04 M +38,616 +5%
FWM
3
Frontier Wealth Management
Missouri
USD 10.3 M +USD 4.99 M +184,904 +92%
Financial Consulate
4
Financial Consulate
Maryland
USD 8.55 M -USD 36.9 k -1,368 -0.4%
Quantum Capital Management (New Jersey)
5
Quantum Capital Management (New Jersey)
New Jersey
USD 8.47 M +USD 53.8 k +1,994 +0.6%
Juncture Wealth Strategies
6
Juncture Wealth Strategies
Arizona
USD 6.19 M +USD 143 k +5,322 +2%
Twele Capital Management
7
Twele Capital Management
Minnesota
USD 3.46 M +USD 187 k +6,944 +6%
Bank of America
8
Bank of America
North Carolina
USD 2.92 M +USD 188 k +6,982 +7%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
USD 2.68 M +USD 798 k +29,598 +42%
Waverly Advisors
10
Waverly Advisors
Alabama
USD 2.61 M +USD 248 k +9,204 +10%
Bangor Savings Bank
11
Bangor Savings Bank
Maine
USD 1.7 M +USD 17.1 k +634 +1%
LYV
12
Live Your Vision
Pennsylvania
USD 1.61 M +USD 134 k +4,958 +9%
Vista Capital Partners
13
Vista Capital Partners
Oregon
USD 1.44 M -USD 27 k -1,002 -2%
Perigon Wealth Management
14
Perigon Wealth Management
California
USD 1.31 M +USD 305 k +11,310 +30%
Jane Street
15
Jane Street
New York
USD 1.3 M -USD 534 k -19,814 -29%
D. Scott Neal
16
D. Scott Neal
Kentucky
USD 1.29 M +USD 130 k +4,834 +11%
FormulaFolio Investments
17
FormulaFolio Investments
Michigan
USD 1.24 M +USD 439 k +16,278 +54%
ProVise Management Group
18
ProVise Management Group
Florida
USD 899 k +USD 377 k +14,000 +72%
Ladenburg Thalmann Financial Services
19
Ladenburg Thalmann Financial Services
Florida
USD 886 k +USD 892 k +33,070 Nuevas
Friedenthal Financial
20
Friedenthal Financial
New Jersey
USD 863 k +USD 28.3 k +1,050 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
USD 652 k -USD 2.03 M -75,120 -76%
Buckingham Strategic Wealth
22
Buckingham Strategic Wealth
Missouri
USD 613 k -USD 662 k -24,542 -52%
First Allied Advisory Services
23
First Allied Advisory Services
California
USD 531 k +USD 530 k +19,644 Nuevas
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
USD 470 k +USD 473 k +17,542 Nuevas
VFS
25
VSR Financial Services
Kansas
USD 447 k +USD 137 k +5,076 +44%
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