We are live on ! Find out more
SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Maridea Wealth Management
New York
$7.35M +$1.26M +50,281 +21%
PC
102
Payne Capital
Oregon
$7.33M -$767K -30,588 -9%
SWP
103
SIMA Wealth Partners
Virginia
$7.28M +$853K +34,048 +13%
LKBC
104
L.K. Benson & Company
Maryland
$7.2M +$1.6M +63,729 +28%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$6.91M +$390K +15,549 +6%
CW
106
CreativeOne Wealth
Kansas
$6.87M +$6.04M +241,133 +692%
IA
107
Integrity Alliance
Iowa
$6.62M +$6.66M +265,821 New
FIA
108
Foundations Investment Advisors
Arizona
$6.58M +$1.19M +47,285 +22%
CWM
109
Cooke Wealth Management
California
$6.54M +$261K +10,401 +4%
SFM
110
Signet Financial Management
New Jersey
$6.52M +$1.91M +76,085 +41%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$6.11M +$1.57M +62,648 +34%
KAS
112
Kestra Advisory Services
Texas
$6.04M +$153K +6,106 +3%
M
113
MYeCFO
California
$5.92M +$384K +15,313 +7%
RWM
114
Refined Wealth Management
Utah
$5.69M +$5.73M +228,477 New
FTUS
115
Flow Traders U.S.
New York
$5.56M +$5.59M +223,175 New
CKAIS
116
Christensen King & Associates Investment Services
Washington
$5.53M +$180K +7,197 +3%
ISWM
117
Independent Solutions Wealth Management
New York
$5.46M -$13.9K -554 -0.3%
CW
118
Code Waechter
Florida
$5.38M +$265K +10,571 +5%
HWMC
119
Heritage Wealth Management (California)
California
$5.37M +$276K +11,008 +5%
SCI
120
Stableford Capital II
Arizona
$5.35M +$94.8K +3,781 +2%
WHCI
121
W.H. Cornerstone Investments
Massachusetts
$5.08M -$67.2K -2,682 -1%
LW
122
Libra Wealth
California
$5.03M
WWM
123
WT Wealth Management
Arizona
$4.96M -$407K -16,255 -8%
MA
124
Modus Advisors
Minnesota
$4.91M +$313K +12,507 +7%
IA
125
Inspire Advisors
Idaho
$4.6M +$882K +35,189 +24%