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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$19.2M +$3.01M +116,428 +19%
MIS
27
Morningstar Investment Services
Illinois
$18.2M -$819K -31,688 -4%
WCF
28
West Coast Financial
California
$16.7M +$2.78M +107,432 +20%
LW
29
Libra Wealth
California
$16.2M +$16.2M +626,038 New
BWL
30
Beacon Wealthcare LLC
North Carolina
$14.3M +$1.49M +57,496 +12%
Bank of America
31
Bank of America
North Carolina
$14.3M +$778K +30,084 +6%
LSAG
32
Lake Street Advisors Group
New Hampshire
$13.2M +$13.3M +512,700 New
Osaic Holdings
33
Osaic Holdings
Arizona
$13.1M +$4.7M +181,652 +56%
KWM
34
Kingsview Wealth Management
Oregon
$12.7M +$398K +15,398 +3%
HA
35
HC Advisors
Georgia
$11.5M +$2.25M +87,210 +24%
GGS
36
Galvin Gaustad & Stein
Arizona
$10.8M -$442K -17,082 -4%
Creative Planning
37
Creative Planning
Kansas
$10.5M -$2.12M -81,892 -17%
Franklin Resources
38
Franklin Resources
California
$10.4M -$1.1M -42,462 -10%
FCA
39
FLC Capital Advisors
California
$10.3M +$4.1M +158,398 +66%
AssetMark Inc
40
AssetMark Inc
California
$9.72M -$24.6M -949,910 -72%
RCA
41
Resonant Capital Advisors
Wisconsin
$9.41M -$2.2M -85,098 -19%
CW
42
CreativeOne Wealth
Kansas
$8.63M -$3.6M -139,326 -29%
WA
43
WBH Advisory
Maryland
$8.43M -$403K -15,598 -5%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$8.33M +$7.5M +290,138 +891%
DC
45
Davenport & Co
Virginia
$8.01M +$32.9K +1,272 +0.4%
FC
46
Financial Consulate
Maryland
$7.92M -$145K -5,592 -2%
QCMNJ
47
Quantum Capital Management (New Jersey)
New Jersey
$7.87M -$1.8M -69,808 -19%
BCI
48
Brinker Capital Investments
Pennsylvania
$7.84M +$1.93M +74,632 +33%
SCM
49
Seascape Capital Management
New Hampshire
$7.54M -$447K -17,286 -6%
MBFW
50
Morton Brown Family Wealth
Pennsylvania
$7.46M -$62.1K -2,400 -0.8%