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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 -$65.8M -2,062,520 -34%
LPL Financial
2
LPL Financial
California
$42.8M -$17.4M -544,242 -29%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$30.7M -$9.74M -305,615 -24%
MML Investors Services
4
MML Investors Services
Massachusetts
$30.7M -$21.3M -669,470 -41%
TI
5
Tidal Investments
Wisconsin
$21.2M +$11.4M +358,864 +113%
CWA
6
Carolina Wealth Advisors
South Carolina
$17.7M -$492K -15,423 -3%
SWA
7
SFMG Wealth Advisors
Texas
$17M +$2.03M +63,699 +13%
WRPWM
8
Werba Rubin Papier Wealth Management
California
$15M -$129K -4,056 -0.8%
Wells Fargo
9
Wells Fargo
California
$14.7M +$4.19M +131,396 +39%
JP Morgan Chase
10
JP Morgan Chase
New York
$13.2M -$5.81M -182,145 -30%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$11.7M -$3.97M -124,398 -25%
LAM
12
L2 Asset Management
Massachusetts
$10.2M +$5.18M +162,509 +100%
Morgan Stanley
13
Morgan Stanley
New York
$9.82M -$5.15M -161,461 -34%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$8.98M +$4.61M +144,641 +103%
PAS
15
Park Avenue Securities
New York
$7.84M -$4.43M -139,104 -36%
SF
16
Summit Financial
New Jersey
$5.94M +$3.22M +101,121 +115%
BBWP
17
Beacon Bridge Wealth Partners
Pennsylvania
$5.56M +$63.4K +1,988 +1%
CWM
18
Centric Wealth Management
Illinois
$5.08M +$309K +9,690 +6%
Ameriprise
19
Ameriprise
Minnesota
$5.05M +$55.2K +1,733 +1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.72M -$88.2K -2,768 -2%
PWA
21
Principia Wealth Advisory
Texas
$4.15M +$1.38M +43,289 +49%
AC
22
Attessa Capital
Arizona
$3.88M -$26K -815 -0.7%
Goldman Sachs
23
Goldman Sachs
New York
$3.73M -$5.12M -160,506 -57%
PFM
24
Professional Financial Management
Wisconsin
$3.21M +$193K +6,059 +6%
WA
25
WBH Advisory
Maryland
$2.98M -$1.06M -33,215 -26%