We are live on ! Find out more
SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
Advisory Alpha
Michigan
$6.35M +$3.03M +107,778 +91%
PMG
52
ProVise Management Group
Florida
$6.35M +$731K +25,960 +13%
PWM
53
Perigon Wealth Management
California
$6.25M +$450K +15,988 +8%
CA
54
Cetera Advisors
Colorado
$6.18M -$5.56M -197,430 -47%
SIM
55
Sterling Investment Management
Arizona
$6.01M -$309K -10,966 -5%
Wells Fargo
56
Wells Fargo
California
$5.7M -$42.6M -1,514,948 -88%
LPL Financial
57
LPL Financial
California
$5.67M +$883K +31,376 +18%
Osaic Holdings
58
Osaic Holdings
Arizona
$5.58M +$2.04M +72,522 +57%
DI
59
Diligent Investors
California
$5.48M +$1.15M +40,918 +27%
SWM
60
Spire Wealth Management
Virginia
$5.46M -$500K -17,774 -8%
MG
61
MilWealth Group
Wisconsin
$5.38M +$5.39M +191,622 New
RWM
62
RKL Wealth Management
Pennsylvania
$4.76M +$72.1K +2,562 +2%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$4.71M +$1.41M +50,032 +43%
WWM
64
WT Wealth Management
Arizona
$4.7M -$1.43M -50,762 -23%
FIM
65
Freedom Investment Management
Connecticut
$4.6M +$79.6K +2,830 +2%
WCFA
66
Walkner Condon Financial Advisors
Wisconsin
$4.34M +$59.8K +2,126 +1%
WA
67
WBH Advisory
Maryland
$4.34M +$4.35M +154,468 New
KL
68
KilterHowling LLC
Colorado
$4.29M +$4.31M +152,990 New
BIA
69
Bell Investment Advisors
California
$4.13M -$953K -33,876 -19%
Renaissance Technologies
70
Renaissance Technologies
New York
$4.05M +$4.06M +144,400 New
WAM
71
WNY Asset Management
New York
$3.99M -$383K -13,600 -9%
FNT
72
First National Trust
Pennsylvania
$3.99M +$185K +6,570 +5%
HGWM
73
Harvest Group Wealth Management
Massachusetts
$3.95M -$4.76M -169,074 -55%
RF
74
RHS Financial
California
$3.76M +$316K +11,220 +9%
UBS Group
75
UBS Group
Switzerland
$3.66M +$271K +9,642 +8%