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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
226
TD Private Client Wealth
New York
$1.11M -$111K -4,403 -9%
Envestnet Portfolio Solutions
227
Envestnet Portfolio Solutions
Illinois
$1.1M +$300K +11,940 +37%
CFIA
228
Cantor Fitzgerald Investment Advisors
New York
$1.1M -$18.9K -752 -2%
SW
229
Simplicity Wealth
New Jersey
$1.1M +$61K +2,425 +6%
SG
230
StoneX Group
New York
$1.1M +$258K +10,237 +31%
GS
231
GWN Securities
Florida
$1.09M +$326K +12,973 +43%
WAP
232
Wealthcare Advisory Partners
Pennsylvania
$1.08M +$1.09M +43,144 New
Corient Private Wealth
233
Corient Private Wealth
Florida
$1.08M +$286K +11,362 +36%
UFA
234
Unify Financial Advisors
Florida
$1.08M +$1.08M +42,993 New
IWA
235
Integrity Wealth Advisors
California
$1.02M -$14.9K -594 -1%
EWA
236
EverSource Wealth Advisors
Alabama
$1.02M -$47.9K -1,902 -4%
CB
237
Commerce Bank
Missouri
$1.01M +$106K +4,224 +12%
NRI
238
NFP Retirement Inc
California
$999K +$11.9K +474 +1%
MWAM
239
Manhattan West Asset Management
California
$993K
IWM
240
IHT Wealth Management
Illinois
$968K -$288K -11,454 -23%
WFS
241
WealthGarden F.S.
California
$967K +$183K +7,288 +23%
AWM
242
Avior Wealth Management
Nebraska
$951K +$7.22K +287 +0.8%
RA
243
Ransom Advisory
Rhode Island
$903K +$906K +36,000 New
MAS
244
Madden Advisory Services
Florida
$901K +$99.6K +3,957 +12%
FLPIM
245
F.L. Putnam Investment Management
Massachusetts
$899K -$550K -21,868 -38%
AIM
246
Advyzon Investment Management
Illinois
$894K +$42.2K +1,678 +5%
FT
247
Fiduciary Trust
Massachusetts
$880K +$883K +35,076 New
NHT
248
New Hampshire Trust
New Hampshire
$878K +$332K +13,182 +60%
CW
249
CreativeOne Wealth
Kansas
$874K -$6.07M -241,176 -87%
RM
250
RCW Management
Florida
$857K +$860K +34,177 New