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Schwab 1-5 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CM
1
Columbus Macro
Pennsylvania
$10.7M +$1.32M +53,725 +14%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.77M +$550K +22,445 +6%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$8.35M +$139K +5,656 +2%
Bank of America
4
Bank of America
North Carolina
$8.28M +$842K +34,371 +11%
TC
5
TAP Consulting
Missouri
$8.14M +$132K +5,395 +2%
MWM
6
Meridian Wealth Management
Kentucky
$7.71M +$577K +23,543 +8%
WWWM
7
White Wing Wealth Management
Texas
$7.41M +$535K +21,823 +8%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$7.11M +$6.72M +274,454 +1,598%
MWM
9
Modera Wealth Management
New Jersey
$5.04M -$166K -6,769 -3%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$4.68M +$4.71M +192,154 New
KC
11
Kades & Cheifetz
Pennsylvania
$4.54M +$345K +14,088 +8%
VWA
12
Visionary Wealth Advisors
Illinois
$4.32M +$3.57M +145,833 +463%
CIA
13
Cape Investment Advisory
Georgia
$4.32M +$1.4M +57,157 +48%
LPL Financial
14
LPL Financial
California
$4.05M +$196K +7,980 +5%
IWC
15
Integrated Wealth Concepts
Massachusetts
$3.99M +$705K +28,775 +21%
SW
16
SlateStone Wealth
Florida
$3.7M +$847K +34,578 +29%
HPC
17
HM Payson & Co
Maine
$3.66M
HighTower Advisors
18
HighTower Advisors
Illinois
$3.54M -$418K -17,077 -11%
Mariner
19
Mariner
Kansas
$3.31M +$295K +12,022 +10%
BRWA
20
B. Riley Wealth Advisors
Florida
$3.25M -$264K -10,781 -7%
EL
21
Essex LLC
Illinois
$3.14M -$3.43K -140 -0.1%
VST
22
Van Strum & Towne
California
$3.07M +$504K +20,565 +19%
PPH
23
Pure Portfolios Holdings
Oregon
$2.78M +$189K +7,727 +7%
CCA
24
Clearwater Capital Advisors
Illinois
$2.63M +$1.69M +68,795 +176%
MHR
25
Matthew Hamilton Rosenberg
$2.55M -$159K -6,481 -6%