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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCA
26
FLC Capital Advisors
California
$18.5M +$560K +22,368 +3%
Creative Planning
27
Creative Planning
Kansas
$17.7M -$351K -14,002 -2%
AWE
28
Avidian Wealth Enterprises
Texas
$16.9M -$3.02M -120,368 -15%
ACM
29
AlphaStar Capital Management
North Carolina
$16.1M +$562K +22,444 +4%
WCF
30
West Coast Financial
California
$15.7M -$875K -34,922 -5%
LPL Financial
31
LPL Financial
California
$15.7M +$603K +24,074 +4%
HP
32
Hilltop Partners
Indiana
$15.3M +$12.3M +491,168 +380%
MIM
33
Morningstar Investment Management
Illinois
$14.5M -$32.1M -1,279,766 -68%
Franklin Resources
34
Franklin Resources
California
$14.3M +$1.65M +65,798 +13%
SFA
35
Sequoia Financial Advisors
Ohio
$13.8M -$1.18M -47,124 -8%
BFG
36
Bouchey Financial Group
New York
$13.5M +$2.08M +82,942 +18%
IDA
37
Intelligence Driven Advisers
California
$13.3M +$13.7M +548,706 New
BWL
38
Beacon Wealthcare LLC
North Carolina
$12.9M +$514K +20,524 +4%
TCM
39
Tradewinds Capital Management
Washington
$12.9M -$580K -23,166 -4%
LW
40
Libra Wealth
California
$12.2M -$1.26M -50,178 -9%
KAS
41
Kestra Advisory Services
Texas
$12M +$8.94M +356,720 +276%
Osaic Holdings
42
Osaic Holdings
Arizona
$11.9M +$437K +17,440 +4%
BCI
43
Brinker Capital Investments
Pennsylvania
$11.8M +$1.9M +75,728 +19%
OPS
44
Orion Portfolio Solutions
Nebraska
$11.8M +$1.9M +75,728 +19%
FNT
45
First National Trust
Pennsylvania
$11M +$1.17M +46,528 +12%
DC
46
Davenport & Co
Virginia
$10.9M +$3.93M +156,858 +55%
MFGM
47
Marshall Financial Group (Maryland)
Maryland
$10.8M +$1.13M +45,240 +11%
CA
48
Clearstead Advisors
Ohio
$10.6M +$10.8M +430,140 New
HA
49
HC Advisors
Georgia
$10.5M -$716K -28,588 -6%
VIA
50
Vident Investment Advisory
Georgia
$10.5M +$8.65M +345,356 +426%