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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 177 M +USD 54.3 M +1,968,440 +45%
SFMG Wealth Advisors
2
SFMG Wealth Advisors
Texas
USD 18.4 M -USD 3.03 M -109,742 -14%
BerganKDV Wealth Management
3
BerganKDV Wealth Management
Minnesota
USD 15.9 M +USD 9.43 M +341,692 +152%
Apriem Advisors
4
Apriem Advisors
California
USD 11.7 M +USD 1.9 M +68,872 +20%
Wells Fargo
5
Wells Fargo
California
USD 10.1 M +USD 12.9 k +466 +0.1%
Roof Eidam Maycock Peralta (REMP)
6
Roof Eidam Maycock Peralta (REMP)
California
USD 7.93 M -USD 2.8 M -101,390 -26%
FWM
7
Frontier Wealth Management
Missouri
USD 7.61 M +USD 2.35 M +85,056 +46%
Financial Consulate
8
Financial Consulate
Maryland
USD 6.43 M -USD 98.3 k -3,560 -2%
Pring Turner Capital Group
9
Pring Turner Capital Group
California
USD 6.28 M -USD 33.7 k -1,220 -0.5%
Juncture Wealth Strategies
10
Juncture Wealth Strategies
Arizona
USD 5.97 M +USD 39.2 k +1,420 +0.7%
Quantum Capital Management (New Jersey)
11
Quantum Capital Management (New Jersey)
New Jersey
USD 5.61 M -USD 2.46 M -89,292 -31%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
USD 5.57 M +USD 409 k +14,806 +8%
KLC
13
Knowledge Leaders Capital
Colorado
USD 5.46 M +USD 5.39 M +195,132 Nuevas
Cardan Capital Partners
14
Cardan Capital Partners
Colorado
USD 3.97 M +USD 327 k +11,836 +9%
Moisand Fitzgerald Tamayo
15
Moisand Fitzgerald Tamayo
Florida
USD 3.41 M +USD 343 k +12,432 +11%
KKAMG
16
Kernodle & Katon Asset Management Group
Arkansas
USD 3.07 M -USD 350 k -12,680 -10%
Cetera Advisors
17
Cetera Advisors
Colorado
USD 2.76 M +USD 2.73 M +98,930 Nuevas
Krilogy Financial
18
Krilogy Financial
Missouri
USD 2.59 M +USD 659 k +23,892 +35%
Friedenthal Financial
19
Friedenthal Financial
New Jersey
USD 2.17 M +USD 1.35 M +48,832 +169%
LYV
20
Live Your Vision
Pennsylvania
USD 2.05 M +USD 136 k +4,926 +7%
Bangor Savings Bank
21
Bangor Savings Bank
Maine
USD 1.64 M -USD 87.4 k -3,166 -5%
Whitegate Investment Counselors
22
Whitegate Investment Counselors
New Hampshire
USD 1.58 M +USD 1.56 M +56,580 Nuevas
FormulaFolio Investments
23
FormulaFolio Investments
Michigan
USD 1.46 M -USD 593 k -21,484 -29%
Vista Capital Partners
24
Vista Capital Partners
Oregon
USD 1.38 M -USD 10.8 k -390 -0.8%
Asset Dedication LLC
25
Asset Dedication LLC
California
USD 1.33 M -USD 305 k -11,056 -19%
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