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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SQA
126
Simon Quick Advisors
New Jersey
$101K +$57.2K +2,204 +136%
DWM
127
Destination Wealth Management
California
$92K +$77.5K +2,988 +636%
ASN
128
Advisory Services Network
Georgia
$77K +$71.7K +2,764 +1,772%
APA
129
American Portfolios Advisors
New York
$70.1K +$68.6K +2,642 +44,033%
CFGS
130
Concourse Financial Group Securities
Alabama
$67K +$66.1K +2,548 New
Deutsche Bank
131
Deutsche Bank
Germany
$57K
AssetMark Inc
132
AssetMark Inc
California
$55K +$54.3K +2,094 New
PFBT
133
Parkside Financial Bank & Trust
Missouri
$54K -$27.2K -1,050 -34%
RWA
134
River Wealth Advisors
Pennsylvania
$51K +$49.7K +1,914 New
PA
135
Parallel Advisors
California
$45K +$2.8K +108 +7%
SEI Investments
136
SEI Investments
Pennsylvania
$44K +$10.1K +390 +25%
VCM
137
Vigilant Capital Management
Maine
$41K -$4.46K -172 -10%
RCA
138
Rowland Carmichael Advisors
Arizona
$38K -$115K -4,428 -76%
UBS AM
139
UBS AM
Illinois
$36.8K +$10.8K +416 +43%
HI
140
Hudock Inc
Pennsylvania
$35K +$35.1K +1,352 New
BlackRock
141
BlackRock
New York
$32K +$779 +30 +3%
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$29K +$13.3K +512 +86%
CIAS
143
Capital Investment Advisory Services
North Carolina
$27K +$26.3K +1,014 New
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$25K +$24.9K +960 New
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$24K
William Blair & Company
146
William Blair & Company
Illinois
$23K +$22.1K +850 New
CDIA
147
Capital Directions Investment Advisors
Georgia
$21K
OIA
148
OneDigital Investment Advisors
Kansas
$20K +$10.4K +402 +109%
MOS
149
MGO One Seven
Ohio
$20K +$19.8K +764 New
PG
150
Patten Group
Tennessee
$14K -$623 -24 -4%