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SCHQ

Schwab Long-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$125M +$95.2M +2,971,047 +357%
TIM
2
Total Investment Management
Arizona
$102M +$8.84M +275,919 +10%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$42.4M +$2.58M +80,451 +7%
LPL Financial
4
LPL Financial
California
$33M +$24.3M +757,652 +303%
MML Investors Services
5
MML Investors Services
Massachusetts
$31.6M +$24M +748,687 +346%
TI
6
Tidal Investments
Wisconsin
$25M +$24.5M +763,714 New
WRPWM
7
Werba Rubin Papier Wealth Management
California
$20.7M +$10.5M +327,943 +108%
JP Morgan Chase
8
JP Morgan Chase
New York
$15.9M +$11.3M +352,860 +265%
FA
9
Faithward Advisors
Pennsylvania
$13.4M -$122K -3,819 -0.9%
Raymond James Financial
10
Raymond James Financial
Florida
$11.6M -$24.1K -753 -0.2%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$10.8M +$9.22M +287,852 +687%
Morgan Stanley
12
Morgan Stanley
New York
$10.5M +$3.49M +108,997 +52%
SWA
13
SFMG Wealth Advisors
Texas
$9.64M +$631K +19,713 +7%
Ameriprise
14
Ameriprise
Minnesota
$8.76M -$1.32M -41,302 -13%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$7.79M +$2.07M +64,720 +37%
PS
16
Principal Securities
Iowa
$5.74M
BBWP
17
Beacon Bridge Wealth Partners
Pennsylvania
$5.65M +$10.3K +323 +0.2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$5.13M -$1.23M -38,344 -20%
BCM
19
Birmingham Capital Management
Alabama
$4.85M
LAM
20
L2 Asset Management
Massachusetts
$4.79M +$145K +4,539 +3%
Envestnet Portfolio Solutions
21
Envestnet Portfolio Solutions
Illinois
$4.58M +$1.3M +40,719 +41%
CWM
22
Centric Wealth Management
Illinois
$4.33M +$166K +5,178 +4%
KFS
23
Kaizen Financial Strategies
California
$4.15M +$108K +3,369 +3%
WA
24
WBH Advisory
Maryland
$3.72M +$2.35M +73,219 +182%
Goldman Sachs
25
Goldman Sachs
New York
$3.12M -$4.31M -134,664 -59%