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Schwab 5-10 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSR
101
Main Street Research
Connecticut
$357K -$10.9K -492 -3%
SWM
102
Selective Wealth Management
Virginia
$337K -$3.74K -168 -1%
Corient Private Wealth
103
Corient Private Wealth
Florida
$335K +$21.3K +956 +7%
TWM
104
Tradition Wealth Management
Minnesota
$334K
Fidelity Investments
105
Fidelity Investments
Massachusetts
$332K +$53.3K +2,397 +19%
FTUS
106
Flow Traders U.S.
New York
$325K +$322K +14,489 New
CAL
107
Capital Analysts LLC
Pennsylvania
$321K -$800 -36 -0.3%
PWM
108
Perigon Wealth Management
California
$319K -$27K -1,214 -8%
HI
109
Harbour Investments
Wisconsin
$310K -$5K -225 -2%
PP
110
Patten & Patten
Tennessee
$302K +$38.6K +1,735 +15%
MA
111
MONECO Advisors
Connecticut
$299K +$867 +39 +0.3%
C
112
Certuity
Florida
$289K +$286K +12,859 New
Envestnet Portfolio Solutions
113
Envestnet Portfolio Solutions
Illinois
$288K +$285K +12,817 New
National Bank of Canada
114
National Bank of Canada
Quebec, Canada
$286K +$57.4K +2,582 +25%
MCC
115
Money Concepts Capital
Florida
$285K +$282K +12,700 New
BA
116
Bristlecone Advisors
Washington
$284K -$6.8K -306 -2%
Fisher Asset Management
117
Fisher Asset Management
Washington
$283K +$280K +12,595 New
PA
118
PFG Advisors
Arizona
$280K -$16.3K -732 -6%
C1AG
119
Client 1st Advisory Group
Florida
$268K -$22.8K -1,026 -8%
AAS
120
Avantax Advisory Services
Texas
$257K +$254K +11,428 New
FFM
121
Forum Financial Management
Illinois
$252K +$249K +11,211 New
PCIA
122
Prime Capital Investment Advisors
Kansas
$250K +$247K +11,111 New
Citigroup
123
Citigroup
New York
$247K +$42K +1,891 +21%
KWM
124
Kingsview Wealth Management
Oregon
$246K +$243K +10,949 New
MML Investors Services
125
MML Investors Services
Massachusetts
$243K -$14.1K -635 -6%