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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
SVA Wealth Management
Wisconsin
$1.52M +$42.3K +1,496 +3%
SIC
102
Salem Investment Counselors
North Carolina
$1.49M +$59.6K +2,110 +4%
PIMG
103
Patriot Investment Management Group
Tennessee
$1.47M -$1.75K -62 -0.1%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$1.43M -$492K -17,426 -26%
WP
105
WealthSource Partners
California
$1.37M -$683K -24,168 -34%
SP
106
Successful Portfolios
Florida
$1.35M -$767K -27,164 -37%
OIA
107
OneDigital Investment Advisors
Kansas
$1.34M -$126K -4,458 -9%
Koshinski Asset Management
108
Koshinski Asset Management
Illinois
$1.31M +$3.62K +128 +0.3%
FWP
109
FAS Wealth Partners
Kansas
$1.3M -$78K -2,762 -6%
AWE
110
Avidian Wealth Enterprises
Texas
$1.29M +$1.01M +35,786 +440%
SFS
111
Sowell Financial Services
Arkansas
$1.26M -$192K -6,798 -14%
UCFA
112
United Capital Financial Advisors
Texas
$1.24M -$489K -17,306 -29%
WIC
113
Whitegate Investment Counselors
New Hampshire
$1.22M +$8.36K +296 +0.7%
SLWS
114
Swaine & Leidel Wealth Services
Florida
$1.15M +$200K +7,068 +22%
ATI
115
Act Two Investors
California
$1.14M
ASN
116
Advisory Services Network
Georgia
$1.05M +$19.1K +676 +2%
RJFSA
117
Raymond James Financial Services Advisors
Florida
$969K +$20.2K +716 +2%
RWA
118
Redhawk Wealth Advisors
Minnesota
$965K +$928K +32,850 New
VWA
119
V Wealth Advisors
Kansas
$963K +$211K +7,468 +30%
FA
120
Fagan Associates
New York
$960K -$79.6K -2,818 -8%
SA
121
Strategic Advisors
New York
$954K -$73.3K -2,596 -7%
AA
122
Alesco Advisors
New York
$823K
DPI
123
Diversified Portfolios Inc
Michigan
$790K
VCP
124
Vista Capital Partners
Oregon
$770K -$273K -9,646 -27%
PP
125
PrairieView Partners
Minnesota
$764K -$39.9K -1,412 -5%