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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
26
WestHill Financial Advisors
California
$20.8M +$188K +7,360 +0.9%
LSAG
27
Lake Street Advisors Group
New Hampshire
$20.6M +$8.29M +324,240 +63%
MFT
28
Moisand Fitzgerald Tamayo
Florida
$20.3M +$22.5K +880 +0.1%
NYLIM
29
New York Life Investment Management
New York
$20.2M -$121K -4,740 -0.6%
SFA
30
Sequoia Financial Advisors
Ohio
$17.1M -$2.11M -82,360 -11%
WCF
31
West Coast Financial
California
$16.5M +$679K +26,574 +4%
MIS
32
Morningstar Investment Services
Illinois
$16.2M -$1.22M -47,906 -7%
Wells Fargo
33
Wells Fargo
California
$15.6M +$10.8M +422,750 +201%
Morgan Stanley
34
Morgan Stanley
New York
$15.4M -$3.09M -120,872 -16%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$14.8M +$15.4M +602,834 New
Osaic Holdings
36
Osaic Holdings
Arizona
$14.6M +$2.28M +89,172 +18%
RCA
37
Resonant Capital Advisors
Wisconsin
$14.5M +$5.79M +226,596 +62%
FCA
38
FLC Capital Advisors
California
$13.2M +$3.56M +139,100 +35%
LW
39
Libra Wealth
California
$13.2M -$2.29M -89,678 -14%
BWL
40
Beacon Wealthcare LLC
North Carolina
$13M -$595K -23,282 -4%
GGS
41
Galvin Gaustad & Stein
Arizona
$12.1M +$1.92M +75,278 +18%
HA
42
HC Advisors
Georgia
$11.8M +$904K +35,380 +8%
BCI
43
Brinker Capital Investments
Pennsylvania
$11.7M +$4.41M +172,472 +57%
KWM
44
Kingsview Wealth Management
Oregon
$11.4M -$723K -28,268 -6%
Franklin Resources
45
Franklin Resources
California
$10.4M +$512K +20,022 +5%
Creative Planning
46
Creative Planning
Kansas
$9.02M -$1.01M -39,530 -10%
AssetMark Inc
47
AssetMark Inc
California
$8.72M -$560K -21,918 -6%
CW
48
CreativeOne Wealth
Kansas
$8.65M +$441K +17,254 +5%
SWA
49
Stratos Wealth Advisors
Ohio
$8.46M +$7.16M +280,224 +437%
SP
50
SWS Partners
Ohio
$8.19M +$8.52M +333,224 New