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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
251
Corient Private Wealth
Florida
$514K -$399K -16,284 -44%
UWS
252
Unique Wealth Strategies
Illinois
$507K +$3.45K +141 +0.7%
NWM
253
Napa Wealth Management
California
$504K +$496K +20,259 New
BPA
254
Beacon Pointe Advisors
California
$502K
BSB
255
Bangor Savings Bank
Maine
$497K +$3.45K +141 +0.7%
EI
256
eCIO Inc
Wisconsin
$489K +$482K +19,688 New
FIC
257
Family Investment Center
Missouri
$482K +$23.1K +945 +5%
1IA
258
1620 Investment Advisors
Massachusetts
$482K +$339K +13,845 +251%
TCM
259
Tran Capital Management
California
$480K -$23.4K -957 -5%
TCM
260
Twele Capital Management
Minnesota
$477K +$11.9K +487 +3%
OMC
261
Old Mission Capital
Illinois
$471K +$464K +18,958 New
MA
262
Mutual Advisors
Nebraska
$468K +$460K +18,796 New
NA
263
NewEdge Advisors
Louisiana
$466K -$1.24M -50,841 -73%
LAIC
264
Lederer & Associates Investment Counsel
California
$458K +$710 +29 +0.2%
DWM
265
Dakota Wealth Management
Florida
$457K -$13.1K -536 -3%
JFGLC
266
Johnson Financial Group LLC (Colorado)
Colorado
$456K +$4.33K +177 +1%
Cerity Partners
267
Cerity Partners
New York
$451K -$205K -8,369 -32%
IAN
268
Integrated Advisors Network
Texas
$447K -$2.28K -93 -0.5%
PI
269
PFG Investments
New York
$427K +$420K +17,165 New
EWA
270
EverSource Wealth Advisors
Alabama
$425K -$51.1K -2,086 -11%
PA
271
PFG Advisors
Arizona
$422K +$2.3K +94 +0.6%
PFA
272
Portland Financial Advisors
New York
$421K +$30.9K +1,264 +8%
LFG
273
Larson Financial Group
Missouri
$413K -$247K -10,068 -38%
MWM
274
MBE Wealth Management
Wisconsin
$411K +$405K +16,524 New
Susquehanna International Group
275
Susquehanna International Group
Pennsylvania
$407K -$2.26M -92,330 -85%