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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
51
WT Wealth Management
Arizona
$5.36M +$41.6K +1,466 +0.8%
CCA
52
Cobblestone Capital Advisors
New York
$5.28M +$852K +30,008 +19%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$5.21M +$3.91M +137,616 +302%
Renaissance Technologies
54
Renaissance Technologies
New York
$4.98M -$3.2M -112,622 -39%
RWM
55
RKL Wealth Management
Pennsylvania
$4.91M +$88.9K +3,132 +2%
MFGM
56
Marshall Financial Group (Maryland)
Maryland
$4.86M +$970K +34,170 +25%
FNT
57
First National Trust
Pennsylvania
$4.83M +$423K +14,918 +10%
WAM
58
WNY Asset Management
New York
$4.67M -$4.82M -169,660 -51%
FIM
59
Freedom Investment Management
Connecticut
$4.5M -$198K -6,970 -4%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$4.39M -$32.2K -1,134 -0.7%
DI
61
Diligent Investors
California
$4.38M +$318K +11,210 +8%
PMG
62
ProVise Management Group
Florida
$4.29M +$1.19M +41,814 +38%
LPL Financial
63
LPL Financial
California
$4.17M +$337K +11,884 +9%
WCFA
64
Walkner Condon Financial Advisors
Wisconsin
$4.13M +$756K +26,628 +22%
SWM
65
SeaCrest Wealth Management
New York
$3.95M +$107K +3,780 +3%
FMC
66
First Merchants Corp
Indiana
$3.94M -$321K -11,292 -8%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$3.79M -$157K -5,522 -4%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$3.46M +$352K +12,390 +11%
CCM
69
Coldstream Capital Management
Washington
$3.46M +$2.09M +73,592 +153%
DC
70
Davenport & Co
Virginia
$3.46M +$1.37M +48,346 +66%
CA
71
Cambridge Associates
Massachusetts
$3.34M +$698K +24,604 +26%
UBS Group
72
UBS Group
Switzerland
$3.29M +$166K +5,838 +5%
AHSSHC
73
Adventist Health System Sunbelt Healthcare Corp
Florida
$3.23M +$85.3K +3,006 +3%
IFS
74
Ifrah Financial Services
Arkansas
$3.17M +$111K +3,926 +4%
Osaic Holdings
75
Osaic Holdings
Arizona
$3.17M -$572K -20,140 -15%