We are live on ! Find out more
SCHR icon

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
126
Destination Wealth Management
California
$12K -$82K -3,148 -87%
SGAM
127
Stephens Group Asset Management
Arkansas
$11K +$11.2K +430 New
GWM
128
Geneos Wealth Management
Colorado
$10K – – –
OIA
129
OneDigital Investment Advisors
Kansas
$10K +$104 +4 +1%
US Bancorp
130
US Bancorp
Minnesota
$9K +$8.6K +330 New
FRA
131
Front Row Advisors
California
$8K – – –
MWM
132
MinichMacGregor Wealth Management
New York
$7K – – –
TCOV
133
Trust Company of Vermont
Vermont
$7K +$7.29K +280 New
MWPCG
134
Measured Wealth Private Client Group
New Hampshire
$7K +$7.5K +288 New
ASN
135
Advisory Services Network
Georgia
$4K – – –
RFA
136
Reilly Financial Advisors
California
$3K +$2.76K +106 New
SWA
137
Sutton Wealth Advisors
Florida
$2.9K – – –
AF
138
Advisornet Financial
Minnesota
$2K -$1.82K -70 -44%
FMP
139
Financial Management Professionals
Texas
$2K – – –
S
140
SignatureFD
Georgia
$2K +$104 +4 +7%
AIM
141
Anchor Investment Management
South Carolina
$1.19K – – –
TFA
142
Transamerica Financial Advisors
Florida
$1K – – –
GEA
143
Glen Eagle Advisors
New Jersey
$363 – – –
APA
144
American Portfolios Advisors
New York
$155 – – –
PWM
145
Perigon Wealth Management
California
– -$1.03M -39,486 Closed
VF
146
Virtu Financial
New York
– -$990K -37,846 Closed
DAS
147
Dynamic Advisor Solutions
Arizona
– -$688K -26,318 Closed
Commonwealth Equity Services
148
Commonwealth Equity Services
Massachusetts
– -$643K -24,568 Closed
Renaissance Technologies
149
Renaissance Technologies
New York
– -$537K -20,542 Closed
SFG
150
StrategIQ Financial Group
Indiana
– -$333K -12,730 Closed