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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMP
126
Courage Miller Partners
Virginia
$630K -$2.04K -74 -0.3%
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$618K +$283K +10,244 +83%
IWM
128
IHT Wealth Management
Illinois
$611K +$14.1K +510 +2%
CM
129
Columbus Macro
Pennsylvania
$591K +$320K +11,568 +116%
Creative Planning
130
Creative Planning
Kansas
$542K -$40.2K -1,456 -7%
LAIC
131
Lederer & Associates Investment Counsel
California
$531K +$535K +19,346 New
TIM
132
Tortoise Investment Management
New York
$513K
HI
133
Human Investing
Oregon
$501K +$94.1K +3,404 +23%
SBH
134
Segall Bryant & Hamill
Illinois
$483K -$10.2K -370 -2%
Comerica Bank
135
Comerica Bank
Texas
$476K -$20K -722 -4%
TFS
136
TrustCore Financial Services
Tennessee
$458K
IAA
137
Independent Advisor Alliance
North Carolina
$455K +$21.4K +774 +5%
VA
138
Valmark Advisers
Ohio
$443K -$1.05K -38 -0.2%
SWA
139
SFMG Wealth Advisors
Texas
$433K
CONA
140
Capital One National Association
New York
$391K +$394K +14,244 New
BWM
141
BCS Wealth Management
Tennessee
$382K +$384K +13,912 New
CIA
142
Compass Ion Advisors
Pennsylvania
$367K +$369K +13,360 New
VCM
143
Versant Capital Management
Arizona
$352K -$442 -16 -0.1%
BFEC
144
Benjamin F. Edwards & Company
Missouri
$350K +$20.9K +756 +6%
AWM
145
AE Wealth Management
Kansas
$315K +$317K +11,466 New
RJA
146
Raymond James & Associates
Florida
$306K +$308K +11,132 New
FFN
147
Focus Financial Network
Minnesota
$303K -$79K -2,860 -21%
RA
148
RFG Advisory
Alabama
$301K +$303K +10,974 New
GG
149
GenWealth Group
New Jersey
$280K
MSAM
150
Moloney Securities Asset Management
Missouri
$279K +$63.4K +2,296 +29%