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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
101
Salem Investment Counselors
North Carolina
$2.28M +$204K +8,290 +10%
WAM
102
WNY Asset Management
New York
$2.24M -$611K -24,844 -21%
GG
103
GenWealth Group
New Jersey
$2.23M +$1.66M +67,346 +290%
BSB
104
Bangor Savings Bank
Maine
$2.21M -$155K -6,302 -7%
National Bank of Canada
105
National Bank of Canada
Quebec, Canada
$2.06M -$325K -13,202 -14%
GRP
106
Global Retirement Partners
California
$2.04M -$32.9K -1,336 -2%
TPCW
107
TD Private Client Wealth
New York
$2M +$92.2K +3,746 +5%
CCA
108
Cobblestone Capital Advisors
New York
$2M +$782K +31,754 +64%
MPM
109
Meritage Portfolio Management
Kansas
$1.94M +$106K +4,306 +6%
Commonwealth Equity Services
110
Commonwealth Equity Services
Massachusetts
$1.94M -$149K -6,060 -7%
CFGS
111
Concourse Financial Group Securities
Alabama
$1.89M -$3.34M -135,720 -64%
RF
112
RHS Financial
California
$1.84M -$1.57M -63,676 -46%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$1.82M -$1.05M -42,840 -37%
JWS
114
Juncture Wealth Strategies
Arizona
$1.82M +$1.31M +53,304 +260%
AC
115
Asio Capital
Kentucky
$1.8M +$1.8M +73,130 New
CWM
116
Congress Wealth Management
Massachusetts
$1.77M -$165K -6,716 -9%
EWA
117
EverSource Wealth Advisors
Alabama
$1.75M +$1.05M +42,756 +151%
DBRC
118
D.B. Root & Company
Pennsylvania
$1.72M -$564K -22,924 -25%
SWM
119
Spire Wealth Management
Virginia
$1.72M +$2.36K +96 +0.1%
EAM
120
Empirical Asset Management
Massachusetts
$1.69M -$126K -5,136 -7%
AWS
121
Atria Wealth Solutions
New York
$1.68M +$457K +18,558 +37%
WCFA
122
Walkner Condon Financial Advisors
Wisconsin
$1.68M -$1.04M -42,058 -38%
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$1.63M +$134K +5,430 +9%
Lido Advisors
124
Lido Advisors
California
$1.62M -$475K -19,290 -23%
DE
125
Day & Ennis
Georgia
$1.6M +$1.6M +64,822 New