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Schwab 5-10 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIL
151
Rothschild Investment LLC
Illinois
$4.99K +$4.75K +222 New
PCMC
152
Planning Capital Management Corporation
Pennsylvania
$4.49K +$4.28K +200 New
SS
153
Sunbelt Securities
Texas
$3.01K
FMP
154
Financial Management Professionals
Texas
$3K +$43 +2 +2%
OLVIG
155
Oliver Lagore Vanvalin Investment Group
Michigan
$2.76K -$13.4K -628 -84%
SA
156
Scarborough Advisors
Maryland
$2.53K +$2.4K +112 New
IPW
157
Impact Partnership Wealth
Georgia
$2.47K -$5.27K -246 -69%
M
158
MOTCO
Texas
$2.43K +$2.31K +108 New
AW
159
Avion Wealth
Texas
$2K
SMA
160
Sage Mountain Advisors
Georgia
$1.75K
LFA
161
LGT Financial Advisors
Texas
$1.68K +$1.58K +74 New
WWMSC
162
Wagner Wealth Management (South Carolina)
South Carolina
$1.44K +$214 +10 +19%
NP
163
NorthRock Partners
Minnesota
$1.39K +$1.33K +62 New
S
164
SignatureFD
Georgia
$1.26K
MFT
165
Moisand Fitzgerald Tamayo
Florida
$944 +$899 +42 New
AEPWM
166
Atlantic Edge Private Wealth Management
Florida
$90 +$86 +4 New
CP
167
Castleview Partners
Texas
$45
Jane Street
168
Jane Street
New York
-$10.1M -479,470 Closed
MML Investors Services
169
MML Investors Services
Massachusetts
-$1.99M -94,362 Closed
AWM
170
AE Wealth Management
Kansas
-$1.33M -63,026 Closed
State of Wisconsin Investment Board
171
State of Wisconsin Investment Board
Wisconsin
-$944K -44,720 Closed
Envestnet Portfolio Solutions
172
Envestnet Portfolio Solutions
Illinois
-$925K -43,858 Closed
SWA
173
Stratos Wealth Advisors
Ohio
-$809K -38,344 Closed
WA
174
WBH Advisory
Maryland
-$636K -30,144 Closed
PAS
175
Park Avenue Securities
New York
-$565K -26,770 Closed