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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$15.1M +$424K +14,838 +3%
DC
27
Davenport & Co
Virginia
$14.9M +$11.6M +405,540 +333%
Franklin Resources
28
Franklin Resources
California
$14M -$186K -6,506 -1%
RCA
29
Resonant Capital Advisors
Wisconsin
$13.9M -$2.52K -88 -0%
IA
30
IndexIQ Advisors
New York
$13.8M +$5.75M +200,990 +71%
SFA
31
Seneca Financial Advisors
New York
$13.1M +$587K +20,522 +5%
AssetMark Inc
32
AssetMark Inc
California
$12.7M +$12.9M +449,434 New
CW
33
CreativeOne Wealth
Kansas
$12.5M +$1.79M +62,474 +17%
CA
34
Cetera Advisors
Colorado
$11.8M +$6.22M +217,380 +109%
GGS
35
Galvin Gaustad & Stein
Arizona
$10.6M +$1.51M +52,674 +16%
FC
36
Financial Consulate
Maryland
$10.2M +$225K +7,854 +2%
Bank of America
37
Bank of America
North Carolina
$10.1M +$2.78M +97,092 +37%
ML
38
McAdam LLC
Pennsylvania
$10M +$575K +20,100 +6%
BSW
39
Buckingham Strategic Wealth
Missouri
$9.54M +$97.9K +3,424 +1%
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$9.4M +$8.92M +311,846 +1,596%
HGWM
41
Harvest Group Wealth Management
Massachusetts
$8.78M -$1.45M -50,682 -14%
MFT
42
Moisand Fitzgerald Tamayo
Florida
$7.93M +$16.2K +566 +0.2%
BWL
43
Beacon Wealthcare LLC
North Carolina
$7.85M -$125K -4,384 -2%
SFA
44
Sequoia Financial Advisors
Ohio
$7.73M -$17.1M -597,448 -69%
QCMNJ
45
Quantum Capital Management (New Jersey)
New Jersey
$7.28M +$16.6K +582 +0.2%
SCM
46
Seascape Capital Management
New Hampshire
$7.22M +$1.77M +61,872 +32%
BSB
47
Bangor Savings Bank
Maine
$7.15M -$359K -12,554 -5%
WCF
48
West Coast Financial
California
$7.08M +$806K +28,162 +13%
OPWM
49
Oakwell Private Wealth Management
Texas
$6.58M +$872K +30,480 +15%
SIM
50
Sterling Investment Management
Arizona
$6.38M -$216K -7,560 -3%