We are live on ! Find out more
SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AMG
51
Asset Management Group
Connecticut
$648K +$52.7K +1,946 +9%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$542K -$4.71K -174 -0.9%
FI
53
FormulaFolio Investments
Michigan
$541K +$317K +11,694 +140%
SF
54
Synovus Financial
Georgia
$513K +$4.87K +180 +1%
OC
55
Oarsman Capital
Wisconsin
$451K +$13.3K +492 +3%
SFG
56
StrategIQ Financial Group
Indiana
$432K +$4.5K +166 +1%
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$423K -$932K -34,432 -69%
AWS
58
AJ Wealth Strategies
New York
$419K
Creative Planning
59
Creative Planning
Kansas
$416K -$1.84K -68 -0.4%
OIA
60
Optimum Investment Advisors
Illinois
$395K +$66.4K +2,454 +20%
Citadel Advisors
61
Citadel Advisors
Florida
$380K -$123K -4,526 -24%
FC
62
Financial Consulate
Maryland
$373K -$20.6K -762 -5%
TCM
63
Twele Capital Management
Minnesota
$333K
FA
64
Fagan Associates
New York
$329K +$330K +12,186 New
Millennium Management
65
Millennium Management
New York
$322K +$323K +11,930 New
Bank of America
66
Bank of America
North Carolina
$318K -$109K -4,014 -25%
SJIM
67
St. Johns Investment Management
Florida
$318K
TIM
68
Tortoise Investment Management
New York
$311K +$149K +5,500 +91%
SGCA
69
Steel Grove Capital Advisors
Tennessee
$276K
BWP
70
BSW Wealth Partners
Colorado
$260K +$13.3K +490 +5%
AFP
71
Ausdal Financial Partners
Iowa
$200K +$201K +7,418 New
RCA
72
Rowland Carmichael Advisors
Arizona
$183K -$29.9K -1,106 -14%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$110K +$6.28K +232 +6%
WCM
74
Wealthcare Capital Management
Virginia
$104K
ASN
75
Advisory Services Network
Georgia
$76K +$1.19K +44 +2%