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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
I
51
INVST
Indiana
$1.94M -$48.3K -1,862 -2%
UCFA
52
United Capital Financial Advisors
Texas
$1.89M +$59.8K +2,306 +3%
UBS Group
53
UBS Group
Switzerland
$1.87M -$1.52M -58,388 -45%
TCM
54
Tran Capital Management
California
$1.81M +$1.78M +68,510 New
SC
55
Slow Capital
California
$1.76M -$22.3K -858 -1%
WA
56
Waverly Advisors
Alabama
$1.68M -$90.3K -3,480 -5%
SAM
57
SignalPoint Asset Management
Missouri
$1.6M +$17.5K +674 +1%
GVAG
58
Great Valley Advisor Group
Delaware
$1.41M +$215K +8,286 New
Bank of New York Mellon
59
Bank of New York Mellon
New York
$1.38M +$1.35M +51,978 New
FGC
60
Financial Gravity Companies
Texas
$1.35M +$1.33M +51,200 New
LPL Financial
61
LPL Financial
California
$1.27M +$579K +22,302 +86%
WCF
62
West Coast Financial
California
$1.26M +$241K +9,292 +24%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$1.19M -$91K -3,508 -7%
VCP
64
Vista Capital Partners
Oregon
$1.11M -$68.7K -2,648 -6%
WIC
65
Whitegate Investment Counselors
New Hampshire
$1.1M -$322K -12,400 -23%
AI
66
Atria Investments
North Carolina
$1.1M -$18.6K -718 -2%
Lido Advisors
67
Lido Advisors
California
$1.08M +$1.06M +40,910 New
CW
68
CreativeOne Wealth
Kansas
$1.07M +$52.3K +2,014 +5%
Wolverine Trading
69
Wolverine Trading
Illinois
$1.05M -$1.47M -56,724 -59%
BSW
70
Buckingham Strategic Wealth
Missouri
$1M -$41.4K -1,594 -4%
TIM
71
Tortoise Investment Management
New York
$988K +$243K +9,376 +34%
LA
72
LVW Advisors
New York
$981K +$157K +6,060 +20%
FA
73
Fagan Associates
New York
$932K +$60.3K +2,324 +7%
SA
74
Strategic Advisors
New York
$928K +$909K +35,042 New
Ameriprise
75
Ameriprise
Minnesota
$920K +$669K +25,796 +288%