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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
$36M +$2.26M +90,010 +7%
Wells Fargo
27
Wells Fargo
California
$35.7M +$7.01M +279,709 +24%
BWL
28
Beacon Wealthcare LLC
North Carolina
$35.1M +$1.6M +63,766 +5%
HAFS
29
Hapanowicz & Associates Financial Services
Pennsylvania
$34.8M +$1.53M +61,016 +5%
DWM
30
Diversify Wealth Management
Utah
$31.8M +$11.3M +452,305 +54%
HPA
31
High Probability Advisors
New York
$31.7M +$1.85M +73,938 +6%
FNT
32
First National Trust
Pennsylvania
$31.1M +$665K +26,521 +2%
WFA
33
WestHill Financial Advisors
California
$30.8M +$2.4M +95,937 +8%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$28.7M +$5.91M +235,790 +26%
FM
35
Foster & Motley
Ohio
$28.4M +$486K +19,401 +2%
GGS
36
Galvin Gaustad & Stein
Arizona
$26.8M +$268K +10,710 +1%
YAL
37
Your Advocates Ltd
Texas
$25M +$3.3M +131,664 +15%
SFO
38
Stokes Family Office
Louisiana
$24.8M -$3.14M -125,235 -11%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$22.9M +$5.19M +206,930 +29%
SF
40
Summit Financial
New Jersey
$22.8M +$7.62M +303,912 +50%
Creative Planning
41
Creative Planning
Kansas
$22.7M -$4.13M -164,650 -15%
TWM
42
Tradition Wealth Management
Minnesota
$22.7M -$1.05M -41,694 -4%
HA
43
HC Advisors
Georgia
$22.4M +$1.05M +41,801 +5%
AF
44
Allworth Financial
California
$22.1M -$1.15M -45,776 -5%
WA
45
Waverly Advisors
Alabama
$19.8M +$18.5M +736,844 +1,269%
MAM
46
Madison Asset Management
Wisconsin
$19.4M -$8.83M -352,134 -31%
SP
47
SWS Partners
Ohio
$17.9M +$1.82M +72,623 +11%
MBFW
48
Morton Brown Family Wealth
Pennsylvania
$17.5M +$661K +26,372 +4%
ODA
49
One Degree Advisors
California
$17.4M +$1.24M +49,324 +8%
DF
50
Downshift Financial
Colorado
$16.9M +$3.35M +133,657 +25%