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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SP
101
Successful Portfolios
Florida
$1.25M +$25.4K +866 +2%
VWA
102
V Wealth Advisors
Kansas
$1.23M
CA
103
Cambridge Associates
Massachusetts
$1.23M +$443K +15,076 +56%
CIAS
104
Capital Investment Advisory Services
North Carolina
$1.23M -$3.82K -130 -0.3%
TCM
105
Tran Capital Management
California
$1.22M -$870K -29,646 -42%
PWM
106
Perigon Wealth Management
California
$1.21M +$1.21M +41,370 New
RJFSA
107
Raymond James Financial Services Advisors
Florida
$1.2M +$66.1K +2,250 +6%
SLWS
108
Swaine & Leidel Wealth Services
Florida
$1.14M -$2.23K -76 -0.2%
ATI
109
Act Two Investors
California
$1.14M
PMG
110
ProVise Management Group
Florida
$1.04M +$1.05M +35,604 New
Millennium Management
111
Millennium Management
New York
$1.03M +$708K +24,128 +217%
FA
112
Fagan Associates
New York
$930K -$24K -818 -3%
REMPR
113
Roof Eidam Maycock Peralta (REMP)
California
$921K -$245K -8,350 -21%
TNB
114
TCF National Bank
South Dakota
$881K +$882K +30,030 New
PAG
115
Private Advisor Group
New Jersey
$873K -$9.57K -326 -1%
DAS
116
Dynamic Advisor Solutions
Arizona
$867K +$66.6K +2,268 +8%
RIM
117
Rockbridge Investment Management
New York
$825K -$9.57K -326 -1%
MAM
118
Madison Asset Management
Wisconsin
$823K -$621K -21,158 -43%
AA
119
Alesco Advisors
New York
$822K
HFA
120
Hoover Financial Advisors
Pennsylvania
$817K +$443K +15,094 +118%
SF
121
Synovus Financial
Georgia
$811K +$61.7K +2,102 +8%
DPI
122
Diversified Portfolios Inc
Michigan
$789K
TCM
123
Twele Capital Management
Minnesota
$745K +$48.6K +1,656 +7%
SWM
124
SVA Wealth Management
Wisconsin
$737K -$7.93K -270 -1%
VCP
125
Vista Capital Partners
Oregon
$708K -$4.99K -170 -0.7%