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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
51
StrategIQ Financial Group
Indiana
$280K +$280K +10,062 New
FWP
52
FAS Wealth Partners
Kansas
$275K +$275K +9,902 New
SGCA
53
Steel Grove Capital Advisors
Tennessee
$266K +$1.89K +68 +0.7%
PMG
54
ProVise Management Group
Florida
$257K +$257K +9,244 New
Bank of America
55
Bank of America
North Carolina
$255K -$32.3K -1,162 -11%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$234K -$293K -10,548 -56%
FAAS
57
First Allied Advisory Services
California
$228K +$229K +8,222 New
Morgan Stanley
58
Morgan Stanley
New York
$144K -$37.3K -1,340 -20%
AIS
59
Accurate Investment Solutions
Pennsylvania
$138K +$138K +4,954 New
CWM
60
Concert Wealth Management
California
$123K +$122K +4,404 New
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$101K +$53.6K +1,928 +114%
PSUF
62
People's United Financial
Connecticut
$94K +$5.84K +210 +7%
ASN
63
Advisory Services Network
Georgia
$94K +$74.4K +2,674 +376%
AP
64
Atwood & Palmer
Missouri
$87K
MFS
65
MSI Financial Services
Massachusetts
$66K -$17.4K -626 -21%
ACM
66
Argentus Capital Management
Texas
$55K +$55.2K +1,986 New
VIA
67
Vantage Investment Advisors
Pennsylvania
$39K +$11.5K +412 +42%
BlackRock
68
BlackRock
New York
$29K +$111 +4 +0.4%
PG
69
Patten Group
Tennessee
$27.3K +$389 +14 +1%
GWM
70
Geneos Wealth Management
Colorado
$22K -$19.4K -698 -47%
PAI
71
Pittenger & Anderson Inc
Nebraska
$18K
Creative Planning
72
Creative Planning
Kansas
$17K +$11K +396 +189%
WOC
73
West Oak Capital
California
$16.7K
CDIA
74
Capital Directions Investment Advisors
Georgia
$16K
IA
75
IFP Advisors
Florida
$16K