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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
$192M +$98.1M +3,035,529 +101%
LPL Financial
2
LPL Financial
California
$60.4M +$32M +990,099 +108%
MML Investors Services
3
MML Investors Services
Massachusetts
$52.2M +$26.4M +816,199 +98%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$40.7M -$3.13M -96,854 -7%
JP Morgan Chase
5
JP Morgan Chase
New York
$19.1M +$7.33M +226,742 +60%
CWA
6
Carolina Wealth Advisors
South Carolina
$18.4M -$197K -6,093 -1%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$15.8M +$6.92M +213,942 +76%
WRPWM
8
Werba Rubin Papier Wealth Management
California
$15.3M -$796K -24,613 -5%
SWA
9
SFMG Wealth Advisors
Texas
$15.1M +$1.91M +58,979 +14%
Morgan Stanley
10
Morgan Stanley
New York
$15M -$4.51M -139,510 -23%
PAS
11
Park Avenue Securities
New York
$12.3M +$6.59M +203,907 +110%
Wells Fargo
12
Wells Fargo
California
$10.7M +$9.9M +306,270 +969%
TI
13
Tidal Investments
Wisconsin
$10.1M -$4.08M -126,240 -28%
Goldman Sachs
14
Goldman Sachs
New York
$8.85M -$7.73M -239,058 -46%
QC
15
Quadrature Capital
United Kingdom
$6.59M +$6.72M +207,781 New
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$6.45M +$6.57M +203,304 New
BBWP
17
Beacon Bridge Wealth Partners
Pennsylvania
$5.54M -$995K -30,781 -15%
LAM
18
L2 Asset Management
Massachusetts
$5.15M +$170K +5,260 +3%
Ameriprise
19
Ameriprise
Minnesota
$5.04M +$98.1K +3,035 +2%
CWM
20
Centric Wealth Management
Illinois
$4.87M +$194K +5,992 +4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.85M -$132K -4,097 -3%
GS
22
GTS Securities
Florida
$4.84M +$4.93M +152,644 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$4.47M +$3.05M +94,318 +202%
WA
24
WBH Advisory
Maryland
$4.07M +$1.33M +41,245 +47%
Envestnet Portfolio Solutions
25
Envestnet Portfolio Solutions
Illinois
$4.03M +$2.25M +69,700 +122%