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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FM
26
Foster & Motley
Ohio
$24.9M +$1.67M +68,102 +7%
WCF
27
West Coast Financial
California
$24.8M +$6.31M +256,486 +34%
FCA
28
FLC Capital Advisors
California
$24.6M +$319K +12,988 +1%
YAL
29
Your Advocates Ltd
Texas
$23.1M -$880K -35,780 -4%
WFA
30
WestHill Financial Advisors
California
$22.9M +$1.19M +48,438 +5%
Morgan Stanley
31
Morgan Stanley
New York
$22.9M -$1.01M -41,012 -4%
HA
32
HC Advisors
Georgia
$22.8M +$7.81M +317,556 +52%
GGS
33
Galvin Gaustad & Stein
Arizona
$22.5M +$1.37M +55,674 +6%
FNT
34
First National Trust
Pennsylvania
$21.8M +$3.25M +132,144 +17%
BFG
35
Bouchey Financial Group
New York
$21.4M +$2.6M +105,752 +14%
BWL
36
Beacon Wealthcare LLC
North Carolina
$21.1M +$2.55M +103,746 +14%
GP
37
Greenline Partners
New York
$18.2M -$1.51M -61,414 -8%
LPL Financial
38
LPL Financial
California
$17M +$2.62M +106,410 +18%
LSAG
39
Lake Street Advisors Group
New Hampshire
$16M -$989K -40,218 -6%
TWM
40
Tradition Wealth Management
Minnesota
$16M +$1.31M +53,138 +9%
ACM
41
AlphaStar Capital Management
North Carolina
$15.7M +$964K +39,212 +7%
BlackRock
42
BlackRock
New York
$15.5M +$2.18M +88,706 +16%
SFO
43
Stokes Family Office
Louisiana
$15M +$3.63M +147,512 +32%
Charles Schwab
44
Charles Schwab
California
$15M +$25.7K +1,044 +0.2%
MIS
45
Morningstar Investment Services
Illinois
$14.1M -$14.4M -585,420 -51%
DC
46
Davenport & Co
Virginia
$13.7M +$1.18M +48,184 +9%
MFGM
47
Marshall Financial Group (Maryland)
Maryland
$13M +$1.79M +72,782 +16%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$12.8M +$9.95M +404,800 +348%
SFA
49
Sequoia Financial Advisors
Ohio
$12.7M +$36.4K +1,482 +0.3%
TCM
50
Tradewinds Capital Management
Washington
$11.8M +$11.8M +479,910 +30,183%