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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
$34.6M +$2.67M +106,666 +8%
WCF
27
West Coast Financial
California
$34.3M +$3.92M +156,852 +13%
FM
28
Foster & Motley
Ohio
$32.6M +$2.87M +115,010 +10%
BlackRock
29
BlackRock
New York
$31.1M +$2.97M +118,994 +11%
FCA
30
FLC Capital Advisors
California
$28.8M +$594K +23,772 +2%
BB
31
Busey Bank
Illinois
$27.3M -$1.24M -49,588 -4%
BWL
32
Beacon Wealthcare LLC
North Carolina
$26.8M +$1.62M +64,832 +7%
BFG
33
Bouchey Financial Group
New York
$25.4M +$5.29M +211,766 +27%
WFA
34
WestHill Financial Advisors
California
$25M +$995K +39,836 +4%
FNT
35
First National Trust
Pennsylvania
$24.6M +$2.06M +82,566 +9%
GGS
36
Galvin Gaustad & Stein
Arizona
$24M +$914K +36,584 +4%
LPL Financial
37
LPL Financial
California
$21.3M +$3.47M +138,748 +20%
DC
38
Davenport & Co
Virginia
$21.1M +$1M +40,192 +5%
SFO
39
Stokes Family Office
Louisiana
$20.2M +$3.16M +126,626 +19%
FCI
40
Financial Counselors Inc
Kansas
$19.6M +$9.57M +383,162 +98%
TWM
41
Tradition Wealth Management
Minnesota
$19M +$466K +18,668 +3%
YAL
42
Your Advocates Ltd
Texas
$18.8M -$203K -8,138 -1%
SIA
43
SeaBridge Investment Advisors
New Jersey
$18.5M +$18.3M +732,498 New
HA
44
HC Advisors
Georgia
$18.1M +$2M +80,128 +13%
ACM
45
AlphaStar Capital Management
North Carolina
$17.9M +$1.05M +42,036 +6%
AFG
46
Altiora Financial Group
Ohio
$17.2M -$179K -7,150 -1%
GP
47
Greenline Partners
New York
$17.1M +$438K +17,518 +3%
HPA
48
High Probability Advisors
New York
$16M +$15.8M +630,900 New
MPWT
49
MassMutual Private Wealth & Trust
Connecticut
$15.8M +$8.69M +347,598 +126%
EF
50
Empowered Funds
Pennsylvania
$15.5M +$8.83M +353,366 +136%