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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
26
RKL Wealth Management
Pennsylvania
$3.94M +$1.47M +56,334 +60%
ML
27
McAdam LLC
Pennsylvania
$3.85M +$295K +11,332 +8%
SWM
28
SeaCrest Wealth Management
New York
$3.43M -$197K -7,570 -5%
UBS Group
29
UBS Group
Switzerland
$3.39M -$123K -4,722 -4%
UCFA
30
United Capital Financial Advisors
Texas
$3.35M -$105K -4,026 -3%
SFA
31
Sequoia Financial Advisors
Ohio
$3.27M +$190K +7,310 +6%
FWM
32
Frontier Wealth Management
Missouri
$3.14M -$804K -30,870 -20%
HGWM
33
Harvest Group Wealth Management
Massachusetts
$2.88M +$807K +30,990 +39%
CMP
34
Courage Miller Partners
Virginia
$2.87M +$111K +4,246 +4%
MWA
35
MFA Wealth Advisors
Pennsylvania
$2.69M +$31.4K +1,204 +1%
IFS
36
Ifrah Financial Services
Arkansas
$2.54M +$28.9K +1,110 +1%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$2.48M -$527K -20,224 -18%
SWM
38
SVA Wealth Management
Wisconsin
$2.22M +$2.21M +84,728 New
REMPR
39
Roof Eidam Maycock Peralta (REMP)
California
$2.19M -$185K -7,120 -8%
I
40
INVST
Indiana
$2M -$447K -17,176 -18%
Bank of America
41
Bank of America
North Carolina
$1.95M +$466K +17,898 +32%
SC
42
Slow Capital
California
$1.88M +$71.8K +2,756 +4%
WA
43
Waverly Advisors
Alabama
$1.72M -$23K -884 -1%
KWM
44
Kingsview Wealth Management
Oregon
$1.53M +$145K +5,568 +10%
SAM
45
SignalPoint Asset Management
Missouri
$1.49M +$53.4K +2,050 +4%
WIC
46
Whitegate Investment Counselors
New Hampshire
$1.45M
PAG
47
Pinnacle Advisory Group
Maryland
$1.35M -$3.38K -130 -0.3%
Wolverine Trading
48
Wolverine Trading
Illinois
$1.34M
FGAM
49
Financial Gravity Asset Management
Texas
$1.28M +$97.7K +3,750 +8%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$1.21M -$318K -12,194 -21%