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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
226
Koshinski Asset Management
Illinois
$1.12M +$31.6K +1,264 +3%
EWA
227
EverSource Wealth Advisors
Alabama
$1.07M +$651K +26,043 +157%
SIP
228
Sellwood Investment Partners
Oregon
$1.05M +$31.8K +1,274 +3%
IWA
229
Integrity Wealth Advisors
California
$1.04M +$3.92K +157 +0.4%
SW
230
Simplicity Wealth
New Jersey
$1.04M +$1.04M +41,457 New
CWM
231
Comprehensive Wealth Management
Washington
$1.02M +$365K +14,621 +56%
IA
232
IFP Advisors
Florida
$1.02M +$351K +14,044 +53%
MWAM
233
Manhattan West Asset Management
California
$995K
NRI
234
NFP Retirement Inc
California
$989K -$15.8K -632 -2%
AWM
235
Avior Wealth Management
Nebraska
$945K +$5.47K +219 +0.6%
SWM
236
SeaCrest Wealth Management
New York
$934K -$171K -6,850 -16%
SFA
237
Sequoia Financial Advisors
Ohio
$931K +$178K +7,122 +24%
CB
238
Commerce Bank
Missouri
$909K +$40.7K +1,629 +5%
BF
239
Brucke Financial
Indiana
$870K -$3.67K -147 -0.4%
AI
240
Atria Investments
North Carolina
$854K -$270K -10,798 -24%
AIM
241
Advyzon Investment Management
Illinois
$853K -$14.1K -566 -2%
OFS
242
OneAscent Financial Services
Alabama
$847K -$5.02K -201 -0.6%
NA
243
NewEdge Advisors
Louisiana
$846K +$220K +8,807 +35%
SPF
244
South Plains Financial
Texas
$845K +$4.1K +164 +0.5%
SG
245
StoneX Group
New York
$841K +$104K +4,154 +14%
IWC
246
Integrated Wealth Concepts
Massachusetts
$814K +$30.4K +1,216 +4%
TPI
247
Trust Point Inc
Wisconsin
$813K +$218K +8,724 +37%
Envestnet Portfolio Solutions
248
Envestnet Portfolio Solutions
Illinois
$807K +$242K +9,683 +43%
MAS
249
Madden Advisory Services
Florida
$803K +$799K +31,964 New
MFG
250
Merit Financial Group
Georgia
$797K -$274K -10,964 -26%