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Schwab 1-5 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
76
Steele Capital Management
Iowa
$474K +$48.1K +1,950 +11%
IWC
77
Integrated Wealth Concepts
Massachusetts
$469K +$198K +8,027 +73%
CST
78
Charles Schwab Trust
Nevada
$464K -$45.6K -1,847 -9%
CKAIS
79
Christensen King & Associates Investment Services
Washington
$449K -$28.3K -1,146 -6%
WA
80
WBH Advisory
Maryland
$429K +$429K +17,411 New
C1AG
81
Client 1st Advisory Group
Florida
$429K – – –
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$405K -$206K -8,351 -34%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$386K +$27.4K +1,111 +8%
BSI
84
Bennett Selby Investments
Maine
$385K -$15.7K -635 -4%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$375K +$25.4K +1,031 +7%
SAI
86
Savvy Advisors Inc
New York
$357K +$47.9K +1,942 +15%
CIA
87
Concurrent Investment Advisors
Florida
$345K -$51.9K -2,102 -13%
LWM
88
Lodestone Wealth Management
Washington
$342K – – –
NP
89
NorthRock Partners
Minnesota
$338K +$338K +13,695 New
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$335K +$335K +13,583 New
CSP
91
Cary Street Partners
Virginia
$322K +$323K +13,075 New
FA
92
FDx Advisors
Illinois
$321K -$2.02K -82 -0.6%
TFG
93
Team Financial Group
California
$316K +$180K +7,280 +132%
SC
94
SouthState Corp
Florida
$309K +$100K +4,058 +48%
DBRC
95
D.B. Root & Company
Pennsylvania
$302K -$34.9K -1,414 -10%
MFA
96
Mayflower Financial Advisors
Massachusetts
$295K +$444 +18 +0.2%
WIA
97
World Investment Advisors
California
$284K +$284K +11,505 New
FFN
98
Focus Financial Network
Minnesota
$283K +$2.29K +93 +0.8%
PGFC
99
Peapack-Gladstone Financial Corp
New Jersey
$277K – – –
BPA
100
Beacon Pointe Advisors
California
$266K – – –