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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
51
Diversify Wealth Management
Utah
$14.2M +$27.6M +1,104,022 +2,459%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$14.2M +$865K +34,604 +7%
MIS
53
Morningstar Investment Services
Illinois
$14.2M -$240K -9,616 -2%
MFGM
54
Marshall Financial Group (Maryland)
Maryland
$14.1M +$114K +4,572 +0.8%
ODA
55
One Degree Advisors
California
$13.1M +$6.67M +266,974 +108%
AA
56
Advisory Alpha
Michigan
$12.4M +$818K +32,728 +7%
SWA
57
Stratos Wealth Advisors
Ohio
$12.2M -$432K -17,286 -3%
PPH
58
Pure Portfolios Holdings
Oregon
$12.1M +$12M +479,016 New
LSAG
59
Lake Street Advisors Group
New Hampshire
$11.1M +$1.2M +48,000 +12%
MBFW
60
Morton Brown Family Wealth
Pennsylvania
$11M +$817K +32,698 +8%
Mariner
61
Mariner
Kansas
$10.5M +$429K +17,172 +4%
Wells Fargo
62
Wells Fargo
California
$10.4M +$338K +13,544 +3%
SP
63
SWS Partners
Ohio
$10M -$142K -5,692 -1%
SPA
64
Sentinel Pension Advisors
Massachusetts
$9.73M +$1.11M +44,386 +13%
WWM
65
WT Wealth Management
Arizona
$9.19M +$14.9M +595,726 +418%
ATI
66
Act Two Investors
California
$8.91M +$549K +21,978 +7%
FA
67
Fiduciary Alliance
South Carolina
$8.73M +$1.02M +40,798 +13%
ML
68
McAdam LLC
Pennsylvania
$8.6M -$1.59M -63,766 -16%
TVAMP
69
Tennessee Valley Asset Management Partners
Tennessee
$8.17M +$6.85M +274,222 +81%
CWM
70
Centric Wealth Management
Illinois
$8.03M +$16.5M +659,168 New
DC
71
Darrow Company
Massachusetts
$7.82M +$387K +15,500 +5%
EWA
72
Exencial Wealth Advisors
Oklahoma
$7.8M +$752K +30,102 +11%
FFN
73
Focus Financial Network
Minnesota
$7.76M +$674K +26,990 +10%
SF
74
Summit Financial
New Jersey
$7.7M +$7.61M +304,418 New
CFD
75
Creative Financial Designs
Indiana
$7.68M +$7.48M +299,412 +7,482%