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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
26
Almanack Investment Partners
Pennsylvania
$8.79M -$35.3M -1,275,114 -80%
BSW
27
Buckingham Strategic Wealth
Missouri
$8.42M +$1.46M +52,880 +21%
FC
28
Financial Consulate
Maryland
$8.29M +$8.26M +298,412 New
HGWM
29
Harvest Group Wealth Management
Massachusetts
$7.94M +$193K +6,984 +3%
SP
30
SWS Partners
Ohio
$7.83M +$309K +11,178 +4%
FI
31
FormulaFolio Investments
Michigan
$7.65M -$54.2K -1,958 -0.7%
SIM
32
Sterling Investment Management
Arizona
$7.33M +$2.61M +94,320 +56%
FM
33
Foster & Motley
Ohio
$7.03M +$3M +108,368 +75%
FMC
34
First Merchants Corp
Indiana
$6.32M +$6.3M +227,574 New
MFT
35
Moisand Fitzgerald Tamayo
Florida
$6.23M +$86.1K +3,112 +1%
LA
36
LVW Advisors
New York
$6.14M +$2.2M +79,524 +56%
QCMNJ
37
Quantum Capital Management (New Jersey)
New Jersey
$5.82M +$96.5K +3,488 +2%
FIM
38
Freedom Investment Management
Connecticut
$5.61M -$36.1K -1,304 -0.6%
KF
39
Krilogy Financial
Missouri
$5.36M +$812K +29,338 +18%
WCF
40
West Coast Financial
California
$5.07M +$1.45M +52,402 +40%
BCMO
41
Buckingham Capital Management (Ohio)
Ohio
$4.65M +$1.79M +64,658 +63%
RWM
42
RKL Wealth Management
Pennsylvania
$4.56M -$867K -31,346 -16%
ML
43
McAdam LLC
Pennsylvania
$4.47M +$563K +20,338 +14%
CA
44
Cetera Advisors
Colorado
$4.39M -$2.32M -83,980 -35%
KWM
45
Kingsview Wealth Management
Oregon
$4.38M +$937K +33,852 +27%
MFG
46
MidWestOne Financial Group
Iowa
$4.38M -$590K -21,318 -12%
SWM
47
SeaCrest Wealth Management
New York
$3.69M -$265K -9,564 -7%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$3.38M +$2.31M +83,450 +218%
UWM
49
USAdvisors Wealth Management
Minnesota
$3.13M +$2.88M +103,992 +1,220%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$3.09M +$784K +28,348 +34%