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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
76
WNY Asset Management
New York
$3.41M -$173K -6,672 -5%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$3.38M -$11.5K -446 -0.3%
FIM
78
Freedom Investment Management
Connecticut
$3.31M -$960K -37,138 -22%
SWM
79
SeaCrest Wealth Management
New York
$3.18M -$161K -6,210 -5%
ISWM
80
Independent Solutions Wealth Management
New York
$3.13M +$144K +5,554 +5%
UBS Group
81
UBS Group
Switzerland
$3.04M -$563K -21,790 -16%
WCFA
82
Walkner Condon Financial Advisors
Wisconsin
$2.87M +$12.6K +488 +0.4%
BCM
83
Barden Capital Management
Texas
$2.86M +$363K +14,048 +15%
AFP
84
Ausdal Financial Partners
Iowa
$2.84M -$128K -4,938 -4%
MML Investors Services
85
MML Investors Services
Massachusetts
$2.84M +$281K +10,876 +11%
SFA
86
Seneca Financial Advisors
New York
$2.73M -$8.77M -339,356 -76%
MA
87
MCF Advisors
Kentucky
$2.67M +$2.46M +95,100 +1,149%
TIM
88
Tortoise Investment Management
New York
$2.61M +$1.38M +53,500 +112%
BSB
89
Bangor Savings Bank
Maine
$2.56M -$2.8M -108,336 -52%
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$2.56M -$326K -12,602 -11%
DBRC
91
D.B. Root & Company
Pennsylvania
$2.5M +$237K +9,178 +10%
SIC
92
Salem Investment Counselors
North Carolina
$2.17M +$144K +5,562 +7%
CWM
93
Congress Wealth Management
Massachusetts
$2.16M +$22.1K +856 +1%
VA
94
Valmark Advisers
Ohio
$2.07M +$78.9K +3,050 +4%
HHRDM
95
H&H Retirement Design & Management
Nevada
$2.06M +$2.05M +79,378 New
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$2.02M +$1.04M +40,396 +107%
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$1.99M +$1.99M +77,152 New
EAM
98
Empirical Asset Management
Massachusetts
$1.99M +$112K +4,336 +6%
JAG
99
Journey Advisory Group
Kentucky
$1.98M -$403K -15,574 -17%
IWC
100
Integrated Wealth Concepts
Massachusetts
$1.95M +$1.19M +45,872 +154%