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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPH
51
Pure Portfolios Holdings
Oregon
$15.8M +$3.14M +126,771 +25%
SF
52
Summit Financial
New Jersey
$15.3M +$708K +28,583 +5%
ODA
53
One Degree Advisors
California
$14.7M +$899K +36,285 +7%
MFGM
54
Marshall Financial Group (Maryland)
Maryland
$14.4M -$207K -8,351 -1%
SP
55
SWS Partners
Ohio
$14.4M +$1.17M +47,236 +9%
MBFW
56
Morton Brown Family Wealth
Pennsylvania
$13.8M +$1.3M +52,336 +11%
KCM
57
Kathmere Capital Management
Pennsylvania
$13.3M +$1.65M +66,628 +14%
VA
58
Vident Advisory
Georgia
$13M +$5.18M +209,206 +67%
EWA
59
Exencial Wealth Advisors
Oklahoma
$12.5M +$1.87M +75,350 +18%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$12.4M +$4.42M +178,224 +56%
HF
61
Holcombe Financial
Georgia
$11.3M +$11.2M +452,546 New
KW
62
Keyvantage Wealth
Pennsylvania
$11.3M -$7.71K -311 -0.1%
SPA
63
Sentinel Pension Advisors
Massachusetts
$11.3M +$957K +38,609 +9%
Franklin Resources
64
Franklin Resources
California
$11M -$302K -12,193 -3%
WCFA
65
Walkner Condon Financial Advisors
Wisconsin
$10.6M +$697K +28,133 +7%
FA
66
Fiduciary Alliance
South Carolina
$10.2M -$271K -10,943 -3%
AC
67
Attessa Capital
Arizona
$9.41M +$1.77M +71,246 +23%
ML
68
McAdam LLC
Pennsylvania
$9.31M +$415K +16,761 +5%
ATI
69
Act Two Investors
California
$9.29M +$176K +7,117 +2%
DWP
70
Destiny Wealth Partners
Florida
$9.16M +$130K +5,250 +1%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$9.1M +$73.5K +2,968 +0.8%
WPIC
72
White Pine Investment Company
Michigan
$9.09M +$7.42M +299,557 +471%
OPWM
73
Oakwell Private Wealth Management
Texas
$8.74M +$758K +30,598 +10%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$8.71M -$12.8M -515,184 -60%
Raymond James Financial
75
Raymond James Financial
Florida
$8.58M +$2.34M +94,412 +38%