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Schwab 1-5 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
51
Baker Tilly Wealth Management
Wisconsin
$951K -$450K -17,578 -32%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$932K +$101K +3,950 +12%
PFA
53
Pinnacle Family Advisors
Missouri
$873K -$7.01K -274 -0.8%
KWM
54
Kingsview Wealth Management
Oregon
$861K +$87.6K +3,422 +11%
CAS
55
Cascadia Advisory Services
Oregon
$845K -$401K -15,650 -32%
Ameriprise
56
Ameriprise
Minnesota
$845K +$847K +33,082 New
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$787K +$406K +15,856 +106%
WP
58
WealthPLAN Partners
Nebraska
$637K -$44.4K -1,736 -6%
DAS
59
Dynamic Advisor Solutions
Arizona
$623K +$625K +24,422 New
KAS
60
Kestra Advisory Services
Texas
$583K -$62.6K -2,446 -10%
TCA
61
Transcend Capital Advisors
New Jersey
$527K -$304K -11,866 -36%
CPFP
62
Clear Perspectives Financial Planning
Ohio
$506K +$48.6K +1,898 +11%
BFA
63
Beacon Financial Advisory
Ohio
$489K -$342K -13,346 -41%
CSIA
64
Charles Schwab Investment Advisory
California
$477K +$17.7K +690 +4%
HWMA
65
Heritage Wealth Management (Arizona)
Arizona
$458K +$24.2K +946 +6%
Jane Street
66
Jane Street
New York
$437K +$438K +17,130 New
HighTower Advisors
67
HighTower Advisors
Illinois
$433K -$21.5K -842 -5%
AFP
68
Ausdal Financial Partners
Iowa
$425K -$96.6K -3,776 -18%
WI
69
WBI Investments
New Jersey
$414K +$41K +1,602 +11%
IWC
70
Integrated Wealth Concepts
Massachusetts
$395K -$263K -10,278 -40%
SFO
71
Stokes Family Office
Louisiana
$339K -$8.19K -320 -2%
SAM
72
Strategic Asset Management
Minnesota
$326K +$328K +12,798 New
CA
73
Cetera Advisors
Colorado
$296K -$972 -38 -0.3%
ATWA
74
Arbor Trust Wealth Advisors
Michigan
$271K
RJFSA
75
Raymond James Financial Services Advisors
Florida
$265K +$266K +10,390 New