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Schwab 5-10 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$193M +$15.9M +692,773 +9%
RIG
2
RiverFront Investment Group
Virginia
$192M +$598K +26,053 +0.3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$163M -$2.1M -91,612 -1%
Raymond James Financial
4
Raymond James Financial
Florida
$62.6M +$5.5M +239,825 +10%
Ameriprise
5
Ameriprise
Minnesota
$36.3M +$8.1M +353,250 +28%
BFG
6
Bouchey Financial Group
New York
$33.5M +$989K +43,126 +3%
PC
7
Permanens Capital
New York
$30.6M +$31M +1,349,942 New
LAM
8
L2 Asset Management
Massachusetts
$29.8M +$15.1M +658,403 +101%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$24.9M +$255K +11,129 +1%
Bank of America
10
Bank of America
North Carolina
$23.1M -$1.23M -53,543 -5%
JP Morgan Chase
11
JP Morgan Chase
New York
$18.5M +$13.8M +599,869 +274%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$17.1M -$358K -15,620 -2%
WFA
13
WestHill Financial Advisors
California
$14.3M +$827K +36,069 +6%
Stifel Financial
14
Stifel Financial
Missouri
$12.5M +$141K +6,153 +1%
CST
15
Charles Schwab Trust
Nevada
$11.6M +$810K +35,314 +7%
VST
16
Van Strum & Towne
California
$11.5M +$301K +13,122 +3%
LPL Financial
17
LPL Financial
California
$11.3M -$690K -30,088 -6%
OAJ
18
Ogorek Anthony Joseph
New York
$10.6M +$6.85M +298,633 +177%
WCFP
19
White & Co Financial Planning
Washington
$8.57M +$876K +38,183 +11%
ASN
20
Advisory Services Network
Georgia
$8.5M +$867K +37,782 +11%
Jane Street
21
Jane Street
New York
$8.45M +$8.55M +372,691 New
KFS
22
Kaizen Financial Strategies
California
$8.4M +$460K +20,066 +6%
WWM
23
WT Wealth Management
Arizona
$7.72M -$446K -19,429 -5%
CJ
24
Caitlin John
Michigan
$7.65M +$2.01M +87,541 +35%
Citadel Advisors
25
Citadel Advisors
Florida
$7.08M +$7.16M +312,029 New