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Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Laird Norton Wetherby Wealth Management
26
Laird Norton Wetherby Wealth Management
California
$348K +$348K +13,752 New
OIA
27
Optimum Investment Advisors
Illinois
$337K -$550K -21,760 -62%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$328K -$83.5K -3,300 -20%
Marquette Asset Management
29
Marquette Asset Management
Minnesota
$299K -$98K -3,874 -25%
Brinker Capital Investments
30
Brinker Capital Investments
Pennsylvania
$262K +$6.83K +270 +3%
Blue Bell Private Wealth Management
31
Blue Bell Private Wealth Management
Pennsylvania
$67K -$9.8K -386 -13%
MAS
32
Madden Advisory Services
Florida
$48K – – –
Bank of America
33
Bank of America
North Carolina
$32K – – –
Ladenburg Thalmann Financial Services
34
Ladenburg Thalmann Financial Services
Florida
$30K – – –
FineMark National Bank & Trust
35
FineMark National Bank & Trust
Florida
$25K +$51 +2 +0.2%
Morgan Stanley
36
Morgan Stanley
New York
$15K -$319K -12,608 -95%
Farmers & Merchants Investments Inc
37
Farmers & Merchants Investments Inc
Nebraska
$10K +$10.1K +400 New
Ameriprise
38
Ameriprise
Minnesota
$8K +$7.99K +316 New
AIG
39
American International Group
New York
$6.83K +$6.83K +270 New
Financial Architects (New Jersey)
40
Financial Architects (New Jersey)
New Jersey
$1K +$1.47K +58 New
Bouchey Financial Group
41
Bouchey Financial Group
New York
– -$1.94M -76,878 Closed
Raymond James & Associates
42
Raymond James & Associates
Florida
– -$1.45M -57,488 Closed
United Capital Financial Advisors
43
United Capital Financial Advisors
Texas
– -$1.24M -48,874 Closed
ProVise Management Group
44
ProVise Management Group
Florida
– -$792K -31,344 Closed
BCM
45
Bluefin Capital Management
New York
– -$500K -21,378 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– -$428K -16,938 Closed
BMM
47
Buffington Mohr McNeal
Idaho
– -$365K -14,460 Closed
Virtu KCG Holdings
48
Virtu KCG Holdings
New York
– -$258K -10,194 Closed
Palladium Partners
49
Palladium Partners
Virginia
– -$124K -4,912 Closed
NMIS
50
Northwestern Mutual Investment Services
Wisconsin
– -$6K -224 Closed