We are live on ! Find out more
SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
SIMA Wealth Partners
Virginia
$7.53M +$803K +32,126 +12%
KWM
77
Kingsview Wealth Management
Oregon
$7.16M -$1.67M -66,664 -19%
FLPIM
78
F.L. Putnam Investment Management
Massachusetts
$6.82M -$6.62M -264,860 -50%
CW
79
CreativeOne Wealth
Kansas
$6.48M +$638K +25,546 +11%
OPWM
80
Oakwell Private Wealth Management
Texas
$6.46M -$1.35M -54,056 -17%
ISWM
81
Independent Solutions Wealth Management
New York
$6.31M +$613K +24,522 +11%
LW
82
Libra Wealth
California
$6.29M
Baird Financial Group
83
Baird Financial Group
Wisconsin
$5.88M +$4.74M +189,848 +445%
AG
84
Advocate Group
Minnesota
$5.78M +$630K +25,230 +12%
CW
85
Code Waechter
Florida
$5.71M +$5.64M +225,642 New
IWM
86
IHT Wealth Management
Illinois
$5.7M +$1.61M +64,610 +40%
SCI
87
Stableford Capital II
Arizona
$5.65M +$11.4M +454,500 New
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$5.64M +$180K +7,194 +3%
WCFA
89
Walkner Condon Financial Advisors
Wisconsin
$5.49M +$581K +23,266 +12%
Franklin Resources
90
Franklin Resources
California
$5.4M +$136K +5,424 +1%
GG
91
GenWealth Group
New Jersey
$5.3M +$409K +16,386 +8%
BEI
92
Benjamin Edwards Inc
Missouri
$5.27M +$5.19M +207,860 +33,744%
LA
93
LexAurum Advisors
Kansas
$5.1M +$773K +30,926 +18%
BSTWA
94
Blake Schutter Theil Wealth Advisors
Ohio
$4.99M +$4.93M +197,146 New
RJA
95
Raymond James & Associates
Florida
$4.97M +$1.78M +71,208 +57%
Osaic Holdings
96
Osaic Holdings
Arizona
$4.92M +$72.4K +2,898 +2%
HWMC
97
Heritage Wealth Management (California)
California
$4.92M -$11.8K -474 -0.2%
M
98
MYeCFO
California
$4.72M +$112K +4,468 +2%
Focus Partners Wealth
99
Focus Partners Wealth
Massachusetts
$4.63M +$4.58M +183,098 New
PIWA
100
Prevail Innovative Wealth Advisors
Kansas
$4.62M +$2.11M +84,604 +86%