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Schwab 1-5 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$38.4M +$28.9M +1,171,609 +303%
HIC
2
Hamrick Investment Counsel
Washington
$18.4M +$89.7K +3,637 +0.5%
HIC
3
Hartline Investment Corp
Illinois
$18.3M +$2.49M +101,119 +16%
AC
4
Allstate Corporation
Illinois
$17.8M +$17.8M +721,760 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$11.3M +$1.67M +67,543 +17%
CM
6
Columbus Macro
Pennsylvania
$10.3M +$160K +6,497 +2%
WWWM
7
White Wing Wealth Management
Texas
$10.3M -$1.22M -49,344 -11%
SWA
8
Sightline Wealth Advisors
Connecticut
$10.3M +$1.07M +43,236 +12%
LPL Financial
9
LPL Financial
California
$10.2M +$8.8M +356,706 +635%
CIA
10
Cape Investment Advisory
Georgia
$8.54M +$147K +5,945 +2%
SW
11
SlateStone Wealth
Florida
$7.92M +$38.6K +1,563 +0.5%
Bank of America
12
Bank of America
North Carolina
$7.53M +$435K +17,629 +6%
MWM
13
Meridian Wealth Management
Kentucky
$7.43M +$186K +7,553 +3%
MML Investors Services
14
MML Investors Services
Massachusetts
$6.73M +$6.73M +272,850 New
FA
15
FF Advisors
California
$6.52M +$3.08M +125,058 +90%
CFGSD
16
Compass Financial Group (South Dakota)
South Dakota
$6.03M +$705K +28,596 +13%
VST
17
Van Strum & Towne
California
$5.39M +$151K +6,111 +3%
WA
18
Waverly Advisors
Alabama
$5.06M +$414K +16,768 +9%
HighTower Advisors
19
HighTower Advisors
Illinois
$4.6M -$215K -8,705 -4%
Wells Fargo
20
Wells Fargo
California
$4.59M +$4.58M +185,844 +88,921%
JP Morgan Chase
21
JP Morgan Chase
New York
$4.15M +$2.83M +114,529 +214%
MWM
22
Modera Wealth Management
New Jersey
$4.08M -$50.7K -2,054 -1%
Goldman Sachs
23
Goldman Sachs
New York
$4.01M +$4.01M +162,493 New
KAS
24
Kestra Advisory Services
Texas
$3.87M -$508K -20,576 -12%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$3.8M -$147K -5,966 -4%