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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
CGN Advisors
Kansas
$4.26M +$350K +13,964 +9%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$4.24M +$242K +9,666 +6%
ISWM
78
Independent Solutions Wealth Management
New York
$4.22M +$277K +11,036 +7%
Truist Financial
79
Truist Financial
North Carolina
$4.18M +$802K +32,024 +23%
SWM
80
SeaCrest Wealth Management
New York
$4.12M -$16.2K -648 -0.4%
EST
81
EA Series Trust
Pennsylvania
$4.06M +$4.14M +165,272 New
EF
82
Empowered Funds
Pennsylvania
$4.06M +$4.14M +165,272 New
M
83
MYeCFO
California
$4.02M +$34.9K +1,392 +0.9%
PFG
84
PAX Financial Group
Texas
$3.98M +$550K +21,944 +16%
PCM
85
Passive Capital Management
Maryland
$3.97M -$282K -11,242 -7%
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$3.93M +$2.26M +90,312 +130%
AF
87
Allworth Financial
California
$3.87M +$39.9K +1,592 +1%
SWM
88
Spire Wealth Management
Virginia
$3.86M -$169K -6,726 -4%
RWM
89
RKL Wealth Management
Pennsylvania
$3.84M -$36.1K -1,440 -0.9%
DI
90
Diligent Investors
California
$3.71M -$222K -8,846 -6%
CCM
91
Coldstream Capital Management
Washington
$3.69M +$227K +9,064 +6%
AC
92
Asio Capital
Kentucky
$3.56M +$374K +14,928 +12%
PAG
93
Private Advisor Group
New Jersey
$3.5M +$1.96M +78,180 +122%
BEI
94
Benjamin Edwards Inc
Missouri
$3.46M +$681K +27,182 +24%
HighTower Advisors
95
HighTower Advisors
Illinois
$3.45M +$609K +24,288 +21%
BSW
96
Buckingham Strategic Wealth
Missouri
$3.39M +$283K +11,298 +9%
Mariner
97
Mariner
Kansas
$3.39M +$413K +16,502 +14%
FIM
98
Freedom Investment Management
Connecticut
$3.31M +$58.7K +2,342 +2%
MML Investors Services
99
MML Investors Services
Massachusetts
$3.3M +$1.84M +73,600 +122%
Bank of New York Mellon
100
Bank of New York Mellon
New York
$3.27M +$489K +19,528 +17%