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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$34M +$2.39M +94,846 +8%
BWL
27
Beacon Wealthcare LLC
North Carolina
$33.7M +$1.89M +75,082 +6%
DC
28
Davenport & Co
Virginia
$33.7M +$4.53M +179,863 +15%
HAFS
29
Hapanowicz & Associates Financial Services
Pennsylvania
$33.5M +$33M +1,309,980 +5,011%
FNT
30
First National Trust
Pennsylvania
$30.6M +$1.96M +77,989 +7%
HPA
31
High Probability Advisors
New York
$30.1M +$174K +6,915 +0.6%
Wells Fargo
32
Wells Fargo
California
$28.9M +$4.56M +181,086 +19%
WFA
33
WestHill Financial Advisors
California
$28.6M -$7.63K -303 -0%
MAM
34
Madison Asset Management
Wisconsin
$28.4M -$183K -7,267 -0.6%
SFO
35
Stokes Family Office
Louisiana
$28.1M +$198K +7,848 +0.7%
FM
36
Foster & Motley
Ohio
$28.1M -$1.3M -51,608 -4%
Creative Planning
37
Creative Planning
Kansas
$27M -$1.1M -43,908 -4%
GGS
38
Galvin Gaustad & Stein
Arizona
$26.7M +$99.1K +3,939 +0.4%
MT
39
Midwest Trust
Kansas
$24.1M +$1.65M +65,660 +7%
TWM
40
Tradition Wealth Management
Minnesota
$23.9M +$1.2M +47,658 +5%
AF
41
Allworth Financial
California
$23.4M -$1.11M -44,075 -5%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$23M +$2.85M +113,232 +14%
YAL
43
Your Advocates Ltd
Texas
$21.9M +$1.36M +53,965 +7%
HA
44
HC Advisors
Georgia
$21.5M +$680K +27,006 +3%
DWM
45
Diversify Wealth Management
Utah
$20.9M +$2.27M +90,189 +12%
MPWT
46
MassMutual Private Wealth & Trust
Connecticut
$18.1M +$113K +4,474 +0.6%
Jones Financial Companies
47
Jones Financial Companies
Missouri
$18M +$2.33M +92,728 +15%
PPH
48
Pure Portfolios Holdings
Oregon
$17.4M +$765K +30,400 +5%
MBFW
49
Morton Brown Family Wealth
Pennsylvania
$16.9M +$2.29M +91,143 +16%
ODA
50
One Degree Advisors
California
$16.3M +$8.2M +325,923 +101%