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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
126
Capital Investment Advisory Services
North Carolina
$331K +$12.6K +468 +4%
GG
127
GenWealth Group
New Jersey
$320K
AI
128
Atria Investments
North Carolina
$312K +$302K +11,184 New
GVAG
129
Great Valley Advisor Group
Delaware
$312K +$308K +11,398 New
BFEC
130
Benjamin F. Edwards & Company
Missouri
$307K +$30K +1,110 +11%
FFN
131
Focus Financial Network
Minnesota
$300K +$76.4K +2,830 +35%
LCP
132
Legacy Capital Partners
Wisconsin
$292K +$10.4K +386 +4%
CM
133
Columbus Macro
Pennsylvania
$273K
SBL
134
Sargent Bickham Lagudis
Colorado
$273K +$268K +9,930 New
DP
135
Denver PWM
Colorado
$267K +$8.37K +310 +3%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$267K +$62.7K +2,322 +31%
SGCA
137
Steel Grove Capital Advisors
Tennessee
$266K
BAM
138
Barrett Asset Management
New York
$265K +$233K +8,650 +865%
OMC
139
Old Mission Capital
Illinois
$264K +$259K +9,600 New
CHP
140
Cable Hill Partners
Oregon
$247K -$19.9K -738 -8%
PFA
141
Pathway Financial Advisors
Vermont
$247K
APG
142
Abacus Planning Group
South Carolina
$231K
Creative Planning
143
Creative Planning
Kansas
$218K -$48.3K -1,788 -18%
MSAM
144
Moloney Securities Asset Management
Missouri
$216K -$6.64K -246 -3%
HDIM
145
Hanson & Doremus Investment Management
Vermont
$215K +$212K +7,842 New
SFG
146
StrategIQ Financial Group
Indiana
$212K -$18.9K -700 -8%
AFP
147
Ausdal Financial Partners
Iowa
$206K +$1.62K +60 +0.8%
OIA
148
Optimum Investment Advisors
Illinois
$170K +$5.4K +200 +3%
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$170K +$107K +3,970 +180%
LFG
150
Larson Financial Group
Missouri
$161K -$1.78K -66 -1%