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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
26
Beacon Wealthcare LLC
North Carolina
$29M +$1.35M +55,044 +5%
Morgan Stanley
27
Morgan Stanley
New York
$29M +$303K +12,377 +1%
HPA
28
High Probability Advisors
New York
$28.2M +$18.5M +753,646 +197%
Creative Planning
29
Creative Planning
Kansas
$28M -$2.44M -99,787 -8%
FNT
30
First National Trust
Pennsylvania
$26.4M +$416K +16,986 +2%
AF
31
Allworth Financial
California
$26.3M -$8.02M -327,473 -24%
WFA
32
WestHill Financial Advisors
California
$26.2M +$2.24M +91,362 +10%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$25.6M +$1.04M +42,324 +4%
GGS
34
Galvin Gaustad & Stein
Arizona
$24.8M +$464K +18,931 +2%
DC
35
Davenport & Co
Virginia
$24M +$2.23M +91,015 +10%
Wells Fargo
36
Wells Fargo
California
$23.1M +$12M +489,891 +112%
LPL Financial
37
LPL Financial
California
$22.8M -$1.95M -79,712 -8%
FCI
38
Financial Counselors Inc
Kansas
$21.9M +$340K +13,866 +2%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$21.5M -$4.27M -174,522 -17%
BlackRock
40
BlackRock
New York
$21.3M -$4.36M -178,173 -17%
NCM
41
Northwest Capital Management
Oregon
$21.2M -$4.27M -174,456 -17%
TWM
42
Tradition Wealth Management
Minnesota
$21M +$1.05M +42,993 +5%
HA
43
HC Advisors
Georgia
$20.2M +$1.17M +47,659 +6%
YAL
44
Your Advocates Ltd
Texas
$19.5M +$276K +11,277 +1%
MPWT
45
MassMutual Private Wealth & Trust
Connecticut
$17.7M +$310K +12,655 +2%
AIM
46
Archer Investment Management
Texas
$16.4M -$952K -38,885 -6%
AFG
47
Altiora Financial Group
Ohio
$15.7M -$159K -6,502 -1%
DWM
48
Diversify Wealth Management
Utah
$15.7M -$441K -17,991 -3%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$15M +$322K +13,153 +2%
MFGM
50
Marshall Financial Group (Maryland)
Maryland
$14.7M +$153K +6,241 +1%