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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
$28.4M +$662K +26,907 +2%
Morgan Stanley
27
Morgan Stanley
New York
$28M -$8.71M -353,947 -23%
SIA
28
SeaBridge Investment Advisors
New Jersey
$27.2M +$9.54M +387,831 +53%
BWL
29
Beacon Wealthcare LLC
North Carolina
$27M +$1.33M +54,222 +5%
FNT
30
First National Trust
Pennsylvania
$25.4M +$1.79M +72,741 +7%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$25.2M -$27.6M -1,121,021 -52%
BlackRock
32
BlackRock
New York
$25.1M -$4.79M -194,799 -16%
NCM
33
Northwest Capital Management
Oregon
$25M -$28.4M -1,155,216 -53%
LPL Financial
34
LPL Financial
California
$24.2M +$3.85M +156,433 +19%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$24M +$18.6M +756,861 +326%
GGS
36
Galvin Gaustad & Stein
Arizona
$23.8M +$694K +28,219 +3%
WFA
37
WestHill Financial Advisors
California
$23.3M -$691K -28,099 -3%
SFO
38
Stokes Family Office
Louisiana
$21.4M +$2.03M +82,543 +10%
DC
39
Davenport & Co
Virginia
$21.3M +$1.08M +43,893 +5%
FCI
40
Financial Counselors Inc
Kansas
$21M +$2.27M +92,369 +12%
TWM
41
Tradition Wealth Management
Minnesota
$19.5M +$1.24M +50,453 +7%
YAL
42
Your Advocates Ltd
Texas
$18.7M +$731K +29,714 +4%
HA
43
HC Advisors
Georgia
$18.6M +$1.21M +48,977 +7%
EF
44
Empowered Funds
Pennsylvania
$17.5M +$2.65M +107,858 +18%
MPWT
45
MassMutual Private Wealth & Trust
Connecticut
$17M +$1.82M +73,809 +12%
AIM
46
Archer Investment Management
Texas
$16.9M +$17.2M +697,449 New
AFG
47
Altiora Financial Group
Ohio
$15.5M -$1.02M -41,537 -6%
DWM
48
Diversify Wealth Management
Utah
$15.5M -$12.4M -504,482 -44%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$14.4M +$748K +30,393 +5%
MFGM
50
Marshall Financial Group (Maryland)
Maryland
$14.2M +$639K +25,954 +5%