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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 226 M +USD 29.5 M +1,087,598 +15%
FIMG
2
Financial & Investment Management Group
Michigan
USD 28.9 M +USD 24.8 M +916,496 +545%
BerganKDV Wealth Management
3
BerganKDV Wealth Management
Minnesota
USD 22.7 M +USD 366 k +13,516 +2%
SFMG Wealth Advisors
4
SFMG Wealth Advisors
Texas
USD 14.5 M -USD 3.83 M -141,398 -21%
Wells Fargo
5
Wells Fargo
California
USD 10.5 M +USD 387 k +14,272 +4%
IndexIQ Advisors
6
IndexIQ Advisors
New York
USD 8.37 M +USD 8.51 M +313,870 Nuevas
Krilogy Financial
7
Krilogy Financial
Missouri
USD 8.25 M +USD 2.95 M +108,770 +54%
FWM
8
Frontier Wealth Management
Missouri
USD 7.23 M -USD 266 k -9,810 -3%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
USD 6.63 M +USD 519 k +19,160 +8%
Pring Turner Capital Group
10
Pring Turner Capital Group
California
USD 5.91 M -USD 35.5 k -1,310 -0.6%
Quantum Capital Management (New Jersey)
11
Quantum Capital Management (New Jersey)
New Jersey
USD 5.38 M +USD 42.1 k +1,552 +0.8%
Financial Consulate
12
Financial Consulate
Maryland
USD 5.31 M -USD 903 k -33,330 -14%
Juncture Wealth Strategies
13
Juncture Wealth Strategies
Arizona
USD 5.29 M -USD 404 k -14,898 -7%
Cardan Capital Partners
14
Cardan Capital Partners
Colorado
USD 4.26 M +USD 246 k +9,066 +6%
Cetera Advisors
15
Cetera Advisors
Colorado
USD 3.92 M +USD 1.2 M +44,336 +43%
Moisand Fitzgerald Tamayo
16
Moisand Fitzgerald Tamayo
Florida
USD 3.77 M +USD 254 k +9,368 +7%
Roof Eidam Maycock Peralta (REMP)
17
Roof Eidam Maycock Peralta (REMP)
California
USD 3.49 M -USD 984 k -36,290 -22%
KKAMG
18
Kernodle & Katon Asset Management Group
Arkansas
USD 2.74 M -USD 51.1 k -1,886 -2%
Sequoia Financial Advisors
19
Sequoia Financial Advisors
Ohio
USD 2.66 M +USD 148 k +5,468 +6%
McAdam LLC
20
McAdam LLC
Pennsylvania
USD 2.57 M +USD 2.61 M +96,226 Nuevas
IFS
21
Ifrah Financial Services
Arkansas
USD 2.35 M +USD 2.11 M +77,718 +751%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
USD 1.98 M +USD 1.91 M +70,488 +1,948%
Bangor Savings Bank
23
Bangor Savings Bank
Maine
USD 1.85 M +USD 101 k +3,730 +6%
Whitegate Investment Counselors
24
Whitegate Investment Counselors
New Hampshire
USD 1.79 M +USD 142 k +5,250 +8%
Peak Asset Management
25
Peak Asset Management
Colorado
USD 1.63 M +USD 2.17 k +80 +0.1%
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