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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$12.8M +$1.4M +48,718 +12%
RCA
27
Resonant Capital Advisors
Wisconsin
$12.8M +$1.32M +45,916 +11%
Morgan Stanley
28
Morgan Stanley
New York
$12.4M -$2.72M -94,710 -18%
MIS
29
Morningstar Investment Services
Illinois
$12.2M +$650K +22,660 +6%
SFA
30
Seneca Financial Advisors
New York
$11.8M +$1.89M +65,782 +19%
BSB
31
Bangor Savings Bank
Maine
$9.8M -$777K -27,090 -7%
HGWM
32
Harvest Group Wealth Management
Massachusetts
$9.8M +$789K +27,492 +9%
FC
33
Financial Consulate
Maryland
$9.63M +$1.27M +44,228 +15%
WAM
34
WNY Asset Management
New York
$9.42M -$16.2M -564,056 -63%
BSW
35
Buckingham Strategic Wealth
Missouri
$8.57M -$2.54M -88,414 -23%
ML
36
McAdam LLC
Pennsylvania
$8.26M +$856K +29,840 +11%
Renaissance Technologies
37
Renaissance Technologies
New York
$8.12M +$3.04M +106,000 +58%
BWL
38
Beacon Wealthcare LLC
North Carolina
$8.1M +$8.24M +287,214 New
CW
39
CreativeOne Wealth
Kansas
$8.1M +$1.73M +60,308 +27%
MFT
40
Moisand Fitzgerald Tamayo
Florida
$7.6M +$696K +24,260 +10%
GGS
41
Galvin Gaustad & Stein
Arizona
$7.43M +$3.22M +112,142 +74%
SIM
42
Sterling Investment Management
Arizona
$7.33M +$809K +28,194 +12%
QCMNJ
43
Quantum Capital Management (New Jersey)
New Jersey
$7.22M +$15K +522 +0.2%
Bank of America
44
Bank of America
North Carolina
$6.25M -$24.1K -840 -0.4%
WCF
45
West Coast Financial
California
$5.79M +$369K +12,864 +7%
CPFP
46
Clear Perspectives Financial Planning
Ohio
$5.74M -$3.1M -108,096 -35%
SCM
47
Seascape Capital Management
New Hampshire
$5.64M +$323K +11,244 +6%
SWM
48
Spire Wealth Management
Virginia
$5.44M +$5.53M +192,950 New
CA
49
Cetera Advisors
Colorado
$5.34M +$210K +7,332 +4%
WWM
50
WT Wealth Management
Arizona
$5.28M +$3.31M +115,262 +160%