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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$444K -$576K -21,350 -56%
CMP
27
Courage Miller Partners
Virginia
$422K +$174K +6,456 +70%
BCM
28
Bluefin Capital Management
New York
$322K +$324K +12,000 New
SGCA
29
Steel Grove Capital Advisors
Tennessee
$274K +$276K +10,226 New
IFS
30
Ifrah Financial Services
Arkansas
$273K -$1.24K -46 -0.4%
OC
31
Oarsman Capital
Wisconsin
$245K -$971 -36 -0.4%
PFG
32
Piershale Financial Group
Illinois
$221K +$222K +8,240 +68,667%
UCFA
33
United Capital Financial Advisors
Texas
$213K +$5.99K +222 +3%
Morgan Stanley
34
Morgan Stanley
New York
$106K +$8.47K +314 +9%
PAI
35
Pittenger & Anderson Inc
Nebraska
$81K +$19.4K +720 +31%
WCM
36
Wealthcare Capital Management
Virginia
$65K
MAS
37
Madden Advisory Services
Florida
$43K +$44.2K +1,640 New
WTB
38
Washington Trust Bank
Washington
$42K
UBS Group
39
UBS Group
Switzerland
$40K +$40.5K +1,504 New
AIG
40
American International Group
New York
$24.7K
S
41
SignatureFD
Georgia
$24K
WOC
42
West Oak Capital
California
$21.4K +$21.6K +800 New
CCS
43
Crosspoint Capital Strategies
California
$17K -$8.09K -300 -32%
CDIA
44
Capital Directions Investment Advisors
Georgia
$14K
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$13K
LWM
46
LBA Wealth Management
Florida
$7K -$3.77K -140 -36%
FANJ
47
Financial Architects (New Jersey)
New Jersey
$7K -$1.02K -38 -12%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$7K +$7.12K +264 New
PIA
49
Peachtree Investment Advisors
Georgia
$6K
BCM
50
Brookstone Capital Management
Illinois
$6K +$6.36K +236 New