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icono de SCHR

Schwab Intermediately-Term US Treasury ETF

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Charles Schwab Investment Advisory
1
Charles Schwab Investment Advisory
California
USD 121 M +USD 14.4 M +526,238 +14%
Charles Schwab
2
Charles Schwab
California
USD 23.5 M +USD 418 k +15,276 +2%
SFMG Wealth Advisors
3
SFMG Wealth Advisors
Texas
USD 21.2 M +USD 21 M +769,030 Nuevas
Roof Eidam Maycock Peralta (REMP)
4
Roof Eidam Maycock Peralta (REMP)
California
USD 10.6 M +USD 10.2 M +372,100 +2,935%
Wells Fargo
5
Wells Fargo
California
USD 9.9 M -USD 160 k -5,866 -2%
Apriem Advisors
6
Apriem Advisors
California
USD 9.6 M +USD 9.27 M +338,686 +3,192%
Quantum Capital Management (New Jersey)
7
Quantum Capital Management (New Jersey)
New Jersey
USD 8 M +USD 108 k +3,954 +1%
Financial Consulate
8
Financial Consulate
Maryland
USD 6.44 M -USD 118 k -4,314 -2%
Pring Turner Capital Group
9
Pring Turner Capital Group
California
USD 6.23 M +USD 6.17 M +225,480 Nuevas
BerganKDV Wealth Management
10
BerganKDV Wealth Management
Minnesota
USD 6.21 M +USD 6.15 M +224,942 Nuevas
Juncture Wealth Strategies
11
Juncture Wealth Strategies
Arizona
USD 5.85 M -USD 601 k -21,974 -9%
FWM
12
Frontier Wealth Management
Missouri
USD 5.16 M -USD 2.84 M -103,862 -36%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
USD 5.09 M +USD 940 k +34,362 +23%
Cardan Capital Partners
14
Cardan Capital Partners
Colorado
USD 3.59 M +USD 2 M +73,008 +128%
KKAMG
15
Kernodle & Katon Asset Management Group
Arkansas
USD 3.38 M -USD 613 k -22,410 -15%
Bank of America
16
Bank of America
North Carolina
USD 3.19 M +USD 890 k +32,548 +39%
Jane Street
17
Jane Street
New York
USD 3.08 M +USD 3.05 M +111,638 Nuevas
Moisand Fitzgerald Tamayo
18
Moisand Fitzgerald Tamayo
Florida
USD 3.02 M +USD 469 k +17,140 +19%
FormulaFolio Investments
19
FormulaFolio Investments
Michigan
USD 2.04 M -USD 194 k -7,074 -9%
Krilogy Financial
20
Krilogy Financial
Missouri
USD 1.9 M +USD 1.88 M +68,732 Nuevas
LYV
21
Live Your Vision
Pennsylvania
USD 1.89 M +USD 78.5 k +2,870 +4%
Bangor Savings Bank
22
Bangor Savings Bank
Maine
USD 1.71 M +USD 18.1 k +662 +1%
Asset Dedication LLC
23
Asset Dedication LLC
California
USD 1.62 M +USD 1.6 M +58,614 +2,930,700%
Vista Capital Partners
24
Vista Capital Partners
Oregon
USD 1.38 M -USD 25.4 k -930 -2%
Waverly Advisors
25
Waverly Advisors
Alabama
USD 1.3 M -USD 1.22 M -44,710 -49%