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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
51
CreativeOne Wealth
Kansas
$8.9M +$238K +9,662 +3%
Creative Planning
52
Creative Planning
Kansas
$8.71M -$322K -13,066 -4%
SAMC
53
Spectrum Asset Management (California)
California
$8.62M +$8.22M +334,132 +2,068%
SP
54
SWS Partners
Ohio
$7.88M -$322K -13,102 -4%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$7.33M +$33.7K +1,368 +0.5%
AFG
56
Altiora Financial Group
Ohio
$7.32M +$7.32M +297,506 New
CA
57
Cetera Advisors
Colorado
$7.29M +$1.85M +75,248 +34%
FC
58
Financial Consulate
Maryland
$7.05M -$840K -34,134 -11%
MBFW
59
Morton Brown Family Wealth
Pennsylvania
$6.76M -$244K -9,926 -3%
HGWM
60
Harvest Group Wealth Management
Massachusetts
$6.75M -$53.5K -2,174 -0.8%
DC
61
Davenport & Co
Virginia
$6.64M -$138K -5,596 -2%
MFGM
62
Marshall Financial Group (Maryland)
Maryland
$6.32M +$6.32M +256,658 New
IWC
63
Integrated Wealth Concepts
Massachusetts
$5.69M +$72.4K +2,940 +1%
OPWM
64
Oakwell Private Wealth Management
Texas
$5.4M +$44.8K +1,822 +0.8%
DF
65
Donoghue Forlines
Massachusetts
$5.34M -$605K -24,572 -10%
MM
66
Meridian Management
Arkansas
$5.24M +$5.24M +212,958 New
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$5.15M -$290K -11,770 -5%
AA
68
Advisory Alpha
Michigan
$4.6M -$1.05M -42,736 -19%
PCM
69
Passive Capital Management
Maryland
$4.37M -$61.2K -2,488 -1%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$4.26M +$193K +7,854 +5%
SWM
71
SeaCrest Wealth Management
New York
$4.15M -$174K -7,070 -4%
AF
72
Allworth Financial
California
$4.13M +$1.92M +78,072 +87%
HI
73
Hendershot Investments
Virginia
$3.97M -$86.4K -3,510 -2%
DI
74
Diligent Investors
California
$3.92M -$83.3K -3,384 -2%
RWM
75
RKL Wealth Management
Pennsylvania
$3.91M -$101K -4,088 -3%