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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
76
Oakwell Private Wealth Management
Texas
$5.43M -$63.2K -2,596 -1%
Wells Fargo
77
Wells Fargo
California
$5.33M -$635K -26,074 -10%
Envestnet Portfolio Solutions
78
Envestnet Portfolio Solutions
Illinois
$5.28M +$5.36M +220,312 New
Truist Financial
79
Truist Financial
North Carolina
$5.09M +$1.03M +42,394 +25%
ISWM
80
Independent Solutions Wealth Management
New York
$5M +$899K +36,954 +22%
DF
81
Donoghue Forlines
Massachusetts
$4.76M +$4.83M +198,428 New
CA
82
CGN Advisors
Kansas
$4.61M +$475K +19,528 +11%
PFG
83
PAX Financial Group
Texas
$4.29M +$425K +17,476 +11%
CCM
84
Coldstream Capital Management
Washington
$4.25M +$674K +27,686 +18%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$4.19M -$999K -41,068 -19%
HI
86
Hendershot Investments
Virginia
$4.18M +$32.1K +1,318 +0.8%
SWM
87
SeaCrest Wealth Management
New York
$4.04M +$30.6K +1,258 +0.8%
BEI
88
Benjamin Edwards Inc
Missouri
$3.96M +$610K +25,048 +18%
M
89
MYeCFO
California
$3.92M +$15.6K +642 +0.4%
PCM
90
Passive Capital Management
Maryland
$3.91M +$46.1K +1,894 +1%
AFG
91
Altiora Financial Group
Ohio
$3.88M -$3.75M -154,222 -49%
PAG
92
Private Advisor Group
New Jersey
$3.86M +$457K +18,778 +13%
AC
93
Asio Capital
Kentucky
$3.78M +$319K +13,112 +9%
Bank of New York Mellon
94
Bank of New York Mellon
New York
$3.77M +$595K +24,442 +18%
RWM
95
RKL Wealth Management
Pennsylvania
$3.75M +$13.6K +558 +0.4%
BSW
96
Buckingham Strategic Wealth
Missouri
$3.73M +$431K +17,714 +13%
Baird Financial Group
97
Baird Financial Group
Wisconsin
$3.63M -$501K -20,592 -12%
MML Investors Services
98
MML Investors Services
Massachusetts
$3.56M +$348K +14,296 +11%
OCG
99
Opus Capital Group
Ohio
$3.33M +$2.15M +88,246 +175%
IA
100
Inspire Advisors
Idaho
$3.32M -$1.67M -68,712 -33%