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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
226
Prudential Financial
New Jersey
$449K +$168K +6,974 +63%
LAIC
227
Lederer & Associates Investment Counsel
California
$441K -$63K -2,606 -13%
WPA
228
West Paces Advisors
Georgia
$441K +$428K +17,730 New
WP
229
WealthSource Partners
California
$439K +$426K +17,642 New
WAM
230
Worth Asset Management
Texas
$438K +$46.9K +1,942 +12%
FA
231
FC Advisory
Pennsylvania
$437K +$3.67K +152 +0.9%
Betterment LLC
232
Betterment LLC
New York
$429K +$109K +4,518 +36%
TWM
233
TSA Wealth Management
Texas
$422K +$411K +16,994 New
PNC Financial Services Group
234
PNC Financial Services Group
Pennsylvania
$422K +$290 +12 +0.1%
JFGLC
235
Johnson Financial Group LLC (Colorado)
Colorado
$419K +$2.13K +88 +0.5%
JFG
236
JMG Financial Group
Illinois
$414K -$215K -8,916 -35%
LIM
237
Leavell Investment Management
Alabama
$409K
GVAG
238
Great Valley Advisor Group
Delaware
$405K -$107K -4,430 -21%
Fisher Asset Management
239
Fisher Asset Management
Washington
$392K -$17.9K -740 -4%
KPWS
240
Kestra Private Wealth Services
Texas
$391K +$123K +5,090 +48%
BCWM
241
Bartlett & Co Wealth Management
Ohio
$382K +$197K +8,138 +113%
BC
242
Bartlett & Co
Ohio
$382K +$197K +8,138 +113%
SAG
243
SageView Advisory Group
California
$379K -$233K -9,636 Closed
MC
244
Moors & Cabot
Massachusetts
$374K +$363K +15,038 New
AAS
245
Avantax Advisory Services
Texas
$371K +$361K +14,932 New
HAS
246
HBW Advisory Services
California
$363K +$60.5K +2,506 +21%
SAMC
247
Spectrum Asset Management (California)
California
$347K -$31.4K -1,300 -9%
SC
248
Savant Capital
Illinois
$345K +$11.6K +480 +4%
FLPIM
249
F.L. Putnam Investment Management
Massachusetts
$336K -$203K -8,390 -38%
FIC
250
Family Investment Center
Missouri
$336K +$3.77K +156 +1%