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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
101
Destination Wealth Management
California
$95K +$93K +3,572 +7,765%
AA
102
Apriem Advisors
California
$91K +$90.6K +3,480 New
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$81K -$499K -19,176 -86%
Deutsche Bank
104
Deutsche Bank
Germany
$57K
B
105
Bridgeworth
Alabama
$50K +$50K +1,922 New
PA
106
Parallel Advisors
California
$41K
WCM
107
Wealthcare Capital Management
Virginia
$39K -$61.4K -2,356 -61%
SEI Investments
108
SEI Investments
Pennsylvania
$39K +$26.6K +1,022 +233%
SQA
109
Simon Quick Advisors
New Jersey
$37K +$1.46K +56 +4%
BlackRock
110
BlackRock
New York
$27K +$104 +4 +0.4%
CDIA
111
Capital Directions Investment Advisors
Georgia
$21K
VIA
112
Vantage Investment Advisors
Pennsylvania
$14K -$12.9K -494 -49%
PG
113
Patten Group
Tennessee
$14K +$260 +10 +2%
KFA
114
Kabarec Financial Advisors
Illinois
$12K -$10.4K -400 -47%
BFC
115
Bedel Financial Consulting
Indiana
$11K +$10.6K +406 New
OIA
116
OneDigital Investment Advisors
Kansas
$10K -$34.3K -1,318 -78%
GWM
117
Geneos Wealth Management
Colorado
$10K -$10.4K -400 -50%
FRA
118
Front Row Advisors
California
$8K
AssetMark Inc
119
AssetMark Inc
California
$8K +$8.18K +314 New
MWM
120
MinichMacGregor Wealth Management
New York
$7K
JFA
121
JNBA Financial Advisors
Minnesota
$7K +$7.34K +282 New
GI
122
Gradient Investments
Minnesota
$6K +$5.83K +224 New
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$5K +$3.28K +126 +185%
AF
124
Allworth Financial
California
$5K +$5.36K +206 +10,300%
ASN
125
Advisory Services Network
Georgia
$4K -$50.6K -1,944 -93%