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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
101
Allworth Financial
California
$2.2M +$1.42M +55,738 +165%
Lido Advisors
102
Lido Advisors
California
$2.09M +$724K +28,336 +50%
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$2.08M +$169K +6,594 +8%
SIC
104
Salem Investment Counselors
North Carolina
$2.08M +$7.41K +290 +0.3%
VA
105
Valmark Advisers
Ohio
$2.06M +$95.6K +3,738 +5%
GRP
106
Global Retirement Partners
California
$2.05M +$1.98M +77,384 +1,148%
PP
107
PrairieView Partners
Minnesota
$2M +$466K +18,228 +29%
KFS
108
Kaizen Financial Strategies
California
$1.98M +$2.06M +80,682 New
CWM
109
Congress Wealth Management
Massachusetts
$1.94M -$126K -4,940 -6%
TPCW
110
TD Private Client Wealth
New York
$1.91M +$1.98M +77,386 +27,249%
CA
111
Cambridge Associates
Massachusetts
$1.88M +$701K +27,440 +56%
HHRDM
112
H&H Retirement Design & Management
Nevada
$1.87M -$56.8K -2,220 -3%
MPM
113
Meritage Portfolio Management
Kansas
$1.83M +$109K +4,254 +6%
EAM
114
Empirical Asset Management
Massachusetts
$1.81M -$80.2K -3,136 -4%
RA
115
RFG Advisory
Alabama
$1.75M +$1.85M +72,470 New
SWM
116
Spire Wealth Management
Virginia
$1.72M -$2.74M -107,020 -61%
TCM
117
Tradewinds Capital Management
Washington
$1.7M +$1.77M +69,218 New
WWM
118
WT Wealth Management
Arizona
$1.7M -$2.17M -84,734 -55%
Mariner
119
Mariner
Kansas
$1.66M +$57K +2,228 +3%
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$1.5M +$320K +12,516 +26%
EH
121
Equitable Holdings
New York
$1.48M +$1.54M +60,338 New
CAG
122
Csenge Advisory Group
Florida
$1.48M -$138K -5,396 -8%
Koshinski Asset Management
123
Koshinski Asset Management
Illinois
$1.45M -$59.2K -2,314 -4%
Citadel Advisors
124
Citadel Advisors
Florida
$1.42M +$388K +15,166 +36%
JAG
125
Journey Advisory Group
Kentucky
$1.37M -$499K -19,538 -26%