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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
51
Oarsman Capital
Wisconsin
$348K +$48.8K +1,800 +16%
AMG
52
Asset Management Group
Connecticut
$338K +$57.8K +2,134 +20%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$319K -$118K -4,344 -27%
RCA
54
Rowland Carmichael Advisors
Arizona
$313K -$48.7K -1,798 -13%
Citadel Advisors
55
Citadel Advisors
Florida
$300K -$81.9K -3,022 -21%
SGCA
56
Steel Grove Capital Advisors
Tennessee
$273K +$17.6K +650 +7%
HighTower Advisors
57
HighTower Advisors
Illinois
$272K -$10.6K -390 -4%
SJIM
58
St. Johns Investment Management
Florida
$261K +$266K +9,800 New
WP
59
WealthSource Partners
California
$249K +$253K +9,338 New
AFS
60
Access Financial Services
Minnesota
$206K +$209K +7,730 New
AA
61
Apriem Advisors
California
$129K -$12.6M -465,856 -99%
PSUF
62
People's United Financial
Connecticut
$91K +$217 +8 +0.2%
AP
63
Atwood & Palmer
Missouri
$83K – – –
Morgan Stanley
64
Morgan Stanley
New York
$72K -$67.8K -2,502 -48%
UBS AM
65
UBS AM
Illinois
$64K +$64.9K +2,394 New
UBS Group
66
UBS Group
Switzerland
$53K +$50.7K +1,870 +1,764%
MFS
67
MSI Financial Services
Massachusetts
$46K -$18.1K -666 -28%
VIA
68
Vantage Investment Advisors
Pennsylvania
$37K -$217 -8 -0.6%
PA
69
Parallel Advisors
California
$35K +$35.7K +1,318 New
BlackRock
70
BlackRock
New York
$28K +$54 +2 +0.2%
PG
71
Patten Group
Tennessee
$27K +$488 +18 +2%
IA
72
IFP Advisors
Florida
$24K +$8.19K +302 +52%
GWM
73
Geneos Wealth Management
Colorado
$21K – – –
CDIA
74
Capital Directions Investment Advisors
Georgia
$16K – – –
AG
75
Advisor Group
Arizona
$15K +$15.5K +572 New
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