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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 397 M +USD 62.6 M +2,312,566 +19%
Madison Investment Holdings
2
Madison Investment Holdings
Wisconsin
USD 46.9 M +USD 13.3 M +492,976 +39%
FIMG
3
Financial & Investment Management Group
Michigan
USD 30.9 M +USD 27.7 M +1,022,874 +821%
BerganKDV Wealth Management
4
BerganKDV Wealth Management
Minnesota
USD 25.9 M -USD 377 k -13,914 -1%
Alliance Wealth Management Group
5
Alliance Wealth Management Group
New Jersey
USD 17.7 M +USD 10.3 M +378,770 +135%
Wells Fargo
6
Wells Fargo
California
USD 13.3 M +USD 263 k +9,716 +2%
Krilogy Financial
7
Krilogy Financial
Missouri
USD 10.2 M +USD 122 k +4,490 +1%
Freedom Investment Management
8
Freedom Investment Management
Connecticut
USD 9.9 M +USD 1.12 M +41,180 +13%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
USD 9.19 M +USD 595 k +21,974 +7%
FWM
10
Frontier Wealth Management
Missouri
USD 7.14 M +USD 4.16 M +153,794 +139%
Juncture Wealth Strategies
11
Juncture Wealth Strategies
Arizona
USD 6.48 M -USD 205 k -7,556 -3%
Pring Turner Capital Group
12
Pring Turner Capital Group
California
USD 5.8 M -USD 79.6 k -2,938 -1%
Quantum Capital Management (New Jersey)
13
Quantum Capital Management (New Jersey)
New Jersey
USD 5.07 M +USD 28.1 k +1,036 +0.6%
Moisand Fitzgerald Tamayo
14
Moisand Fitzgerald Tamayo
Florida
USD 4.94 M +USD 100 k +3,696 +2%
Cetera Advisors
15
Cetera Advisors
Colorado
USD 4.23 M -USD 90.5 k -3,342 -2%
Cardan Capital Partners
16
Cardan Capital Partners
Colorado
USD 4.1 M +USD 418 k +15,438 +11%
Atria Investments
17
Atria Investments
North Carolina
USD 4.08 M +USD 2.44 M +90,224 +148%
UBS Group
18
UBS Group
Switzerland
USD 3.88 M +USD 3.82 M +141,016 +5,040%
McAdam LLC
19
McAdam LLC
Pennsylvania
USD 3.5 M +USD 399 k +14,718 +13%
Roof Eidam Maycock Peralta (REMP)
20
Roof Eidam Maycock Peralta (REMP)
California
USD 3.12 M -USD 54.7 k -2,020 -2%
Bangor Savings Bank
21
Bangor Savings Bank
Maine
USD 3.02 M +USD 378 k +13,964 +14%
Courage Miller Partners
22
Courage Miller Partners
Virginia
USD 2.8 M +USD 16.8 k +620 +0.6%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
USD 2.54 M +USD 5.04 k +186 +0.2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
USD 2.52 M +USD 387 k +14,302 +18%
Sequoia Financial Advisors
25
Sequoia Financial Advisors
Ohio
USD 2.52 M -USD 68.2 k -2,520 -3%
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