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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
326
CIBC Private Wealth Group
Georgia
$276K +$257K +10,274 +1,483%
Fidelity Investments
327
Fidelity Investments
Massachusetts
$274K -$145K -5,820 -35%
MWM
328
Modern Wealth Management
Kansas
$268K -$5.55K -222 -2%
VFS
329
Valpey Financial Services
New Hampshire
$258K +$257K +10,284 New
OIA
330
OneDigital Investment Advisors
Kansas
$255K +$5.05K +202 +2%
MKA
331
M. Kulyk & Associates
Georgia
$255K -$44.3K -1,774 -15%
WPA
332
West Paces Advisors
Georgia
$255K
ATPW
333
Ashton Thomas Private Wealth
Arizona
$253K -$85.2K -3,411 -25%
CFGW
334
Chancellor Financial Group WB
Pennsylvania
$253K +$100 +4 +0%
CAC
335
Certified Advisory Corp
Florida
$252K
OCM
336
Orleans Capital Management
Louisiana
$251K
IAS
337
Integrity Advisory Solutions
Texas
$249K +$248K +9,924 New
M1FG
338
Mach-1 Financial Group
Arkansas
$249K +$248K +9,924 New
AO
339
Advisor OS
Illinois
$247K +$16.7K +668 +7%
WTA
340
Washington Trust Advisors
Massachusetts
$246K
BFA
341
Bragg Financial Advisors
North Carolina
$242K +$240K +9,621 New
Kovitz Investment Group Partners
342
Kovitz Investment Group Partners
Illinois
$241K
BC
343
Bulwark Capital
Florida
$240K -$16.7K -670 -7%
SF
344
Seek First
California
$239K +$2.25K +90 +1%
Rockefeller Capital Management
345
Rockefeller Capital Management
New York
$238K +$237K +9,488 New
FPWM
346
FSB Premier Wealth Management
Iowa
$237K +$16.1K +646 +7%
CPIG
347
Chicago Partners Investment Group
Illinois
$237K +$234K +9,376 New
BCI
348
Brinker Capital Investments
Pennsylvania
$237K -$1.8K -72 -0.8%
KF
349
Krilogy Financial
Missouri
$235K +$235K +9,399 New
CAMG
350
CWA Asset Management Group
Florida
$233K -$42.2K -1,687 -15%