We are live on ! Find out more
SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
26
New York Life Investment Management
New York
$19.1M +$2.31M +92,634 +14%
Creative Planning
27
Creative Planning
Kansas
$18.4M +$9.38M +376,384 +106%
FCA
28
FLC Capital Advisors
California
$18.4M -$769K -30,876 -4%
TI
29
Tidal Investments
Wisconsin
$17.8M +$2.71M +108,826 +18%
RCA
30
Resonant Capital Advisors
Wisconsin
$17.7M +$1.39M +55,796 +9%
GGS
31
Galvin Gaustad & Stein
Arizona
$17.3M +$3.65M +146,508 +27%
WCF
32
West Coast Financial
California
$17M +$591K +23,718 +4%
ACM
33
AlphaStar Capital Management
North Carolina
$15.9M +$6.53M +261,898 +71%
MIS
34
Morningstar Investment Services
Illinois
$15.6M -$601K -24,120 -4%
LPL Financial
35
LPL Financial
California
$15.4M -$481M -19,285,074 -97%
SFA
36
Sequoia Financial Advisors
Ohio
$15.3M -$972K -38,988 -6%
TCM
37
Tradewinds Capital Management
Washington
$13.8M +$13.6M +545,440 New
LW
38
Libra Wealth
California
$13.7M +$63.5K +2,546 +0.5%
Franklin Resources
39
Franklin Resources
California
$13M +$1.07M +43,070 +9%
BWL
40
Beacon Wealthcare LLC
North Carolina
$12.7M +$304K +12,186 +2%
Osaic Holdings
41
Osaic Holdings
Arizona
$11.7M -$445K -17,858 -4%
BFG
42
Bouchey Financial Group
New York
$11.7M +$1.46M +58,448 +14%
HA
43
HC Advisors
Georgia
$11.5M +$8.37K +336 +0.1%
KWM
44
Kingsview Wealth Management
Oregon
$10.9M -$474K -19,026 -4%
BCI
45
Brinker Capital Investments
Pennsylvania
$10.1M -$1.76M -70,540 -15%
OPS
46
Orion Portfolio Solutions
Nebraska
$10.1M +$10M +402,062 New
FNT
47
First National Trust
Pennsylvania
$10M +$743K +29,818 +8%
MFGM
48
Marshall Financial Group (Maryland)
Maryland
$9.94M +$3.42M +137,358 +54%
MPWT
49
MassMutual Private Wealth & Trust
Connecticut
$9.9M +$9.78M +392,576 New
MAM
50
Madison Asset Management
Wisconsin
$9.74M -$31.3M -1,256,478 -76%