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Schwab 5-10 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
51
Source Financial Advisors
New York
$1.41M -$123K -5,408 -8%
GM
52
GeoWealth Management
Illinois
$1.41M -$123K -5,408 -8%
AWM
53
Adams Wealth Management
Utah
$1.35M +$771 +34 +0.1%
CI
54
CacheTech Inc
Utah
$1.35M +$771 +34 +0.1%
Creative Planning
55
Creative Planning
Kansas
$1.31M -$189K -8,346 -13%
ACM
56
Advisors Capital Management
New Jersey
$1.31M +$45.6K +2,010 +4%
AFO
57
Arrowroot Family Office
California
$1.29M +$243K +10,708 +24%
Jane Street
58
Jane Street
New York
$1.26M -$3.06M -135,188 -71%
AssetMark Inc
59
AssetMark Inc
California
$1.23M +$1.19M +52,572 +8,941%
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$1.2M -$47.2K -2,084 -4%
MAS
61
Madden Advisory Services
Florida
$1.18M +$871K +38,402 +301%
CA
62
CoreCap Advisors
Michigan
$1.12M +$1.1M +48,686 New
PC
63
Prairiewood Capital
North Dakota
$1.1M +$135K +5,970 +14%
CWM
64
CIBC World Markets
New York
$1.07M -$187K -8,256 -15%
CCAM
65
Cascades Capital Asset Management
North Carolina
$954K +$937K +41,340 New
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$941K +$106K +4,676 +13%
BCI
67
Brinker Capital Investments
Pennsylvania
$928K +$125K +5,506 +16%
OPS
68
Orion Portfolio Solutions
Nebraska
$928K +$125K +5,506 +16%
Osaic Holdings
69
Osaic Holdings
Arizona
$864K +$144K +6,356 +20%
PFA
70
Pinnacle Family Advisors
Missouri
$854K +$107K +4,710 +15%
Morgan Stanley
71
Morgan Stanley
New York
$848K +$497K +21,938 +148%
Focus Partners Wealth
72
Focus Partners Wealth
Massachusetts
$832K +$817K +36,046 New
PCWA
73
Pacific Capital Wealth Advisors
California
$826K +$469K +20,678 +137%
AWS
74
Atria Wealth Solutions
New York
$817K +$803K +35,406 New
AI
75
Atria Investments
North Carolina
$817K +$538K +23,722 +203%