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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AMG
126
Asset Management Group
Connecticut
$709K +$2.32K +82 +0.3%
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$684K +$21.5K +760 +3%
VCM
128
Vision Capital Management
Oregon
$666K -$326K -11,548 -34%
SW
129
SteelPeak Wealth
California
$658K -$12.8M -451,770 -95%
MCM
130
Mainstay Capital Management
Michigan
$649K -$99.5K -3,522 -14%
CMP
131
Courage Miller Partners
Virginia
$643K -$30.3K -1,072 -5%
Deutsche Bank
132
Deutsche Bank
Germany
$634K +$391K +13,842 +180%
TCM
133
Twele Capital Management
Minnesota
$630K -$59K -2,088 -9%
RSWM
134
Robertson Stephens Wealth Management
California
$628K +$604K +21,370 New
IWM
135
IHT Wealth Management
Illinois
$619K -$34.2K -1,210 -5%
Creative Planning
136
Creative Planning
Kansas
$601K +$20.3K +718 +4%
LAIC
137
Lederer & Associates Investment Counsel
California
$578K +$8.81K +312 +2%
SBH
138
Segall Bryant & Hamill
Illinois
$518K
PAG
139
Private Advisor Group
New Jersey
$498K +$479K +16,942 New
Comerica Bank
140
Comerica Bank
Texas
$490K -$10.4K -368 -2%
TFS
141
TrustCore Financial Services
Tennessee
$488K -$1.86K -66 -0.4%
EP
142
Eudaimonia Partners
Tennessee
$487K +$468K +16,576 New
JFG
143
JMG Financial Group
Illinois
$485K -$192K -6,806 -29%
COF
144
Capital One Financial
Virginia
$484K +$465K +16,466 New
KF
145
Krilogy Financial
Missouri
$482K -$586K -20,732 -56%
IAA
146
Independent Advisor Alliance
North Carolina
$464K -$21.9K -774 -5%
MML Investors Services
147
MML Investors Services
Massachusetts
$444K +$427K +15,106 New
CIA
148
Compass Ion Advisors
Pennsylvania
$423K +$29.6K +1,046 +8%
BWM
149
BCS Wealth Management
Tennessee
$418K +$9.04K +320 +2%
NCM
150
Northwest Capital Management
Oregon
$367K -$15.2M -538,088 -98%