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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Clearstead Advisors
Ohio
$25.3M +$13.4M +553,868 +120%
FCA
27
FLC Capital Advisors
California
$24.6M +$5.84M +241,522 +32%
AWE
28
Avidian Wealth Enterprises
Texas
$24.5M +$1.61M +66,716 +7%
YAL
29
Your Advocates Ltd
Texas
$24.3M +$14.7M +607,394 +164%
Morgan Stanley
30
Morgan Stanley
New York
$24.2M -$10.2M -423,484 -30%
FM
31
Foster & Motley
Ohio
$23.6M -$553K -22,886 -2%
CA
32
Crane Advisory
California
$22.8M +$22.3M +922,346 New
WFA
33
WestHill Financial Advisors
California
$22M -$792K -32,792 -4%
GGS
34
Galvin Gaustad & Stein
Arizona
$21.4M +$725K +30,010 +4%
GP
35
Greenline Partners
New York
$20M -$1.25M -51,744 -6%
BFG
36
Bouchey Financial Group
New York
$19M +$7.98M +330,250 +76%
FNT
37
First National Trust
Pennsylvania
$18.8M +$4.19M +173,320 +30%
BWL
38
Beacon Wealthcare LLC
North Carolina
$18.8M +$5.37M +222,102 +42%
WCF
39
West Coast Financial
California
$18.8M +$2.85M +117,976 +18%
FCI
40
Financial Counselors Inc
Kansas
$18.6M -$2.63M -108,986 -13%
LSAG
41
Lake Street Advisors Group
New Hampshire
$17.2M -$3.08M -127,574 -16%
MPWT
42
MassMutual Private Wealth & Trust
Connecticut
$16.4M -$1.47M -60,672 -8%
HA
43
HC Advisors
Georgia
$15.2M +$2.71M +112,208 +22%
Charles Schwab
44
Charles Schwab
California
$15.1M -$339K -14,026 -2%
ACM
45
AlphaStar Capital Management
North Carolina
$14.9M -$229K -9,464 -2%
TWM
46
Tradition Wealth Management
Minnesota
$14.9M +$5.1M +211,032 +54%
LPL Financial
47
LPL Financial
California
$14.5M -$1.85M -76,432 -12%
IDA
48
Intelligence Driven Advisers
California
$14.2M -$588K -24,336 -4%
BlackRock
49
BlackRock
New York
$13.5M +$2.46M +101,984 +23%
Wells Fargo
50
Wells Fargo
California
$13.3M +$7.56M +312,906 +141%