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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
76
FAS Wealth Partners
Kansas
$472K -$700K -26,664 -60%
IA
77
IFP Advisors
Florida
$448K
VCM
78
Versant Capital Management
Arizona
$425K +$1.1K +42 +0.3%
LTFS
79
Ladenburg Thalmann Financial Services
Florida
$382K +$12.8K +488 +3%
CPO
80
Cerity Partners OCIO
New York
$369K +$368K +14,016 New
SFG
81
StrategIQ Financial Group
Indiana
$337K
CW
82
CreativeOne Wealth
Kansas
$320K +$321K +12,202 New
Creative Planning
83
Creative Planning
Kansas
$319K -$50.7K -1,930 -14%
JFG
84
JMG Financial Group
Illinois
$319K +$45.3K +1,724 +17%
TCM
85
Twele Capital Management
Minnesota
$310K -$19.2K -730 -6%
SGCA
86
Steel Grove Capital Advisors
Tennessee
$269K
VA
87
Valmark Advisers
Ohio
$269K +$269K +10,224 New
BWP
88
BSW Wealth Partners
Colorado
$262K +$1.16K +44 +0.4%
SPI
89
Santori & Peters Inc
Pennsylvania
$237K -$71.9K -2,736 -23%
DP
90
Denver PWM
Colorado
$237K +$240K +9,134 New
GC
91
Garde Capital
Washington
$233K -$132K -5,026 -36%
AFP
92
Ausdal Financial Partners
Iowa
$214K -$1.68K -64 -0.8%
HighTower Advisors
93
HighTower Advisors
Illinois
$205K -$465K -17,700 -69%
LFG
94
Larson Financial Group
Missouri
$203K -$221K -8,432 -52%
RCA
95
Rowland Carmichael Advisors
Arizona
$188K -$45K -1,712 -19%
AA
96
Advisory Alpha
Michigan
$169K +$171K +6,528 New
OIA
97
Optimum Investment Advisors
Illinois
$158K -$214K -8,154 -58%
BFEC
98
Benjamin F. Edwards & Company
Missouri
$138K +$28.5K +1,084 +26%
AWA
99
Acorn Wealth Advisors
Michigan
$132K +$420 +16 +0.3%
AG
100
Advisor Group
Arizona
$130K +$11.9K +454 +10%