We are live on ! Find out more
SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
101
Cornerstone Wealth Advisors
Minnesota
$1.61M +$1.64M +57,022 New
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$1.55M +$506K +17,656 +47%
PIMG
103
Patriot Investment Management Group
Tennessee
$1.55M +$1.13M +39,466 +256%
Deutsche Bank
104
Deutsche Bank
Germany
$1.44M -$263K -9,162 -15%
DPI
105
Diversified Portfolios Inc
Michigan
$1.39M +$287K +10,000 +26%
CCM
106
Coldstream Capital Management
Washington
$1.36M +$1.38M +48,140 New
PAS
107
Park Avenue Securities
New York
$1.35M +$713K +24,842 +108%
AA
108
Advisory Alpha
Michigan
$1.3M +$1.32M +46,148 New
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$1.29M +$90.9K +3,168 +7%
SFS
110
Sowell Financial Services
Arkansas
$1.26M +$34.4K +1,198 +3%
TCM
111
Tran Capital Management
California
$1.25M +$62.9K +2,192 +5%
SP
112
Successful Portfolios
Florida
$1.25M +$35.7K +1,244 +3%
LAIC
113
Lederer & Associates Investment Counsel
California
$1.2M +$252K +8,768 +26%
VWA
114
V Wealth Advisors
Kansas
$1.19M -$33.6K -1,172 -3%
WIC
115
Whitegate Investment Counselors
New Hampshire
$1.18M -$37.7K -1,314 -3%
TNB
116
TCF National Bank
South Dakota
$1.17M +$71.7K +2,500 +6%
BIP
117
Blueprint Investment Partners
North Carolina
$1.17M +$1.19M +41,382 +66,745%
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$1.17M +$416K +14,488 +54%
CFGS
119
Concourse Financial Group Securities
Alabama
$1.08M +$541K +18,848 +96%
APC
120
Asset Planning Corporation
Tennessee
$1.06M -$7.8M -272,028 -88%
VVP
121
Venture Visionary Partners
Ohio
$1.03M +$1.78K +62 +0.2%
SGCA
122
Steel Grove Capital Advisors
Tennessee
$1.02M +$756K +26,346 +272%
KFS
123
Kaizen Financial Strategies
California
$978K -$2.48M -86,396 -71%
HCM
124
Hutchinson Capital Management
California
$972K +$7.4K +258 +0.8%
TA
125
TrueWealth Advisors
Alabama
$966K -$1.3M -45,272 -57%