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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$723K -$5.72K -212 -0.8%
DSN
27
D. Scott Neal
Kentucky
$628K -$69K -2,558 -10%
BSW
28
Buckingham Strategic Wealth
Missouri
$624K -$6.75K -250 -1%
CMP
29
Courage Miller Partners
Virginia
$615K +$193K +7,138 +45%
SS
30
Simplicity Solutions
Minnesota
$532K +$535K +19,846 New
OIA
31
Optimum Investment Advisors
Illinois
$415K +$43.2K +1,600 +12%
REMPR
32
Roof Eidam Maycock Peralta (REMP)
California
$340K +$342K +12,680 New
SIC
33
Salem Investment Counselors
North Carolina
$321K +$68.8K +2,550 +27%
VFS
34
VSR Financial Services
Kansas
$320K +$1.4K +52 +0.4%
LPL Financial
35
LPL Financial
California
$292K +$294K +10,884 New
AA
36
Apriem Advisors
California
$284K -$12.2M -450,796 -98%
OC
37
Oarsman Capital
Wisconsin
$273K +$12K +444 +5%
UBS Group
38
UBS Group
Switzerland
$273K +$203K +7,510 +281%
IFS
39
Ifrah Financial Services
Arkansas
$271K -$4.91K -182 -2%
PAG
40
Pinnacle Advisory Group
Maryland
$269K
WCM
41
Wealthcare Capital Management
Virginia
$266K +$203K +7,512 +312%
SGCA
42
Steel Grove Capital Advisors
Tennessee
$265K -$3.62K -134 -1%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$255K +$257K +9,520 New
AP
44
Atwood & Palmer
Missouri
$84K
PAI
45
Pittenger & Anderson Inc
Nebraska
$43K -$24.3K -900 -36%
Morgan Stanley
46
Morgan Stanley
New York
$38K -$26.7K -988 -41%
BlackRock
47
BlackRock
New York
$38K +$38.3K +1,420 New
MFS
48
MSI Financial Services
Massachusetts
$34K +$34.5K +1,280 New
AIG
49
American International Group
New York
$25K
MA
50
MUFG Americas
New York
$25K +$25.4K +940 New