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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FM
26
Foster & Motley
Ohio
$11.2M +$130K +4,418 +1%
Jane Street
27
Jane Street
New York
$11M +$6.96M +236,942 +171%
KWM
28
Kingsview Wealth Management
Oregon
$10.2M +$2.51M +85,462 +33%
AWM
29
AE Wealth Management
Kansas
$10.1M +$4.8M +163,572 +90%
SS
30
Simplicity Solutions
Minnesota
$10.1M +$4.79M +163,284 +91%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$9.97M -$8.19M -278,840 -45%
IA
32
IndexIQ Advisors
New York
$9.25M -$8.39M -285,654 -48%
AssetMark Inc
33
AssetMark Inc
California
$9.18M -$27M -919,274 -75%
FC
34
Financial Consulate
Maryland
$8.39M +$449K +15,280 +6%
BWI
35
Beacon Wealthcare Inc
North Carolina
$7.95M -$167K -5,692 -2%
SP
36
SWS Partners
Ohio
$7.82M +$7.83M +266,650 New
HGWM
37
Harvest Group Wealth Management
Massachusetts
$7.64M +$2.72M +92,808 +55%
QCMNJ
38
Quantum Capital Management (New Jersey)
New Jersey
$7.39M -$112K -3,800 -1%
SIM
39
Sterling Investment Management
Arizona
$6.69M -$409K -13,944 -6%
MFT
40
Moisand Fitzgerald Tamayo
Florida
$6.48M +$456K +15,538 +8%
SWA
41
SFMG Wealth Advisors
Texas
$6.48M -$183K -6,246 -3%
FMC
42
First Merchants Corp
Indiana
$6.04M -$234K -7,966 -4%
Bank of America
43
Bank of America
North Carolina
$5.94M +$615K +20,962 +12%
WCF
44
West Coast Financial
California
$5.93M +$2.26M +77,008 +61%
ML
45
McAdam LLC
Pennsylvania
$5.79M +$495K +16,872 +9%
TI
46
tru Independence
Oregon
$5.76M +$5.76M +196,272 New
SCM
47
Seascape Capital Management
New Hampshire
$5.71M +$1.09M +37,226 +24%
CA
48
Cetera Advisors
Colorado
$5.57M +$1.01M +34,484 +22%
FIM
49
Freedom Investment Management
Connecticut
$5.54M +$183K +6,220 +3%
HW
50
Hedeker Wealth
Illinois
$5.39M +$2.45M +83,400 +83%