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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
101
Bell Investment Advisors
California
$1.88M +$1.88M +72,860 New
MPM
102
Meritage Portfolio Management
Kansas
$1.81M -$122K -4,712 -6%
Truist Financial
103
Truist Financial
North Carolina
$1.78M +$404K +15,626 +29%
CAG
104
Csenge Advisory Group
Florida
$1.69M +$1.69M +65,452 New
Mariner
105
Mariner
Kansas
$1.69M +$274K +10,594 +19%
APA
106
American Portfolios Advisors
New York
$1.68M +$251K +9,712 +17%
SWA
107
Stratos Wealth Advisors
Ohio
$1.65M +$1.66M +64,078 New
PP
108
PrairieView Partners
Minnesota
$1.63M -$1.08M -41,580 -40%
Bank of New York Mellon
109
Bank of New York Mellon
New York
$1.59M +$463K +17,894 +41%
EWA
110
EverSource Wealth Advisors
Alabama
$1.58M -$351K -13,576 -18%
Koshinski Asset Management
111
Koshinski Asset Management
Illinois
$1.58M +$1.14K +44 +0.1%
CCA
112
Cobblestone Capital Advisors
New York
$1.53M -$1.26M -48,608 -45%
OMC
113
Old Mission Capital
Illinois
$1.53M +$1.53M +59,274 New
IFS
114
Ifrah Financial Services
Arkansas
$1.53M -$1.52M -58,866 -50%
SA
115
Strategic Advisors
New York
$1.51M +$1.51M +58,380 New
BEI
116
Benjamin Edwards Inc
Missouri
$1.49M +$629K +24,346 +73%
Lido Advisors
117
Lido Advisors
California
$1.46M +$159K +6,142 +12%
TCM
118
Tran Capital Management
California
$1.43M +$116K +4,504 +9%
AWM
119
AE Wealth Management
Kansas
$1.4M -$3.86M -149,244 -73%
SAM
120
SignalPoint Asset Management
Missouri
$1.4M -$2.38K -92 -0.2%
CCM
121
Coldstream Capital Management
Washington
$1.39M +$644K +24,910 +87%
WA
122
Waverly Advisors
Alabama
$1.34M -$44.3K -1,714 -3%
PIMG
123
Patriot Investment Management Group
Tennessee
$1.32M -$88.1K -3,406 -6%
CA
124
Cambridge Associates
Massachusetts
$1.26M -$2.35M -90,932 -65%
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$1.25M +$232K +8,964 +23%