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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$1.44M +$260K +9,144 +22%
TCM
102
Tran Capital Management
California
$1.43M +$161K +5,668 +13%
PAS
103
Park Avenue Securities
New York
$1.41M +$46.8K +1,648 +3%
TIM
104
Tortoise Investment Management
New York
$1.27M +$686K +24,166 +118%
SFS
105
Sowell Financial Services
Arkansas
$1.26M -$341 -12 -0%
SP
106
Successful Portfolios
Florida
$1.26M -$1.76K -62 -0.1%
VWA
107
V Wealth Advisors
Kansas
$1.19M -$10.8K -380 -0.9%
WIC
108
Whitegate Investment Counselors
New Hampshire
$1.19M -$2.04K -72 -0.2%
BIP
109
Blueprint Investment Partners
North Carolina
$1.17M -$10.8K -382 -0.9%
MPM
110
Meritage Portfolio Management
Kansas
$1.11M +$288K +10,132 +35%
LAIC
111
Lederer & Associates Investment Counsel
California
$1.08M -$136K -4,792 -11%
CFGS
112
Concourse Financial Group Securities
Alabama
$1.07M -$24.1K -850 -2%
VVP
113
Venture Visionary Partners
Ohio
$1.04M +$2.73K +96 +0.3%
HCM
114
Hutchinson Capital Management
California
$1M +$22K +774 +2%
HNB
115
Huntington National Bank
Ohio
$995K +$991K +34,928 New
AA
116
Alesco Advisors
New York
$916K
DBRC
117
D.B. Root & Company
Pennsylvania
$881K -$50.6K -1,784 -5%
FA
118
Fagan Associates
New York
$879K -$14.1K -498 -2%
TCM
119
Twele Capital Management
Minnesota
$822K -$20.5K -722 -2%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$818K -$20.5K -722 -2%
FCA
121
FLC Capital Advisors
California
$802K +$345K +12,166 +76%
IWC
122
Integrated Wealth Concepts
Massachusetts
$790K +$21.8K +768 +3%
RIM
123
Rockbridge Investment Management
New York
$789K -$5.68K -200 -0.7%
SGCA
124
Steel Grove Capital Advisors
Tennessee
$749K -$275K -9,672 -27%
HFA
125
Hoover Financial Advisors
Pennsylvania
$740K +$170 +6 +0%