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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
126
Tran Capital Management
California
$1.36M
SA
127
Strategic Advisors
New York
$1.35M -$85.8K -3,358 -6%
WA
128
Waverly Advisors
Alabama
$1.31M +$41K +1,604 +3%
SAM
129
SignalPoint Asset Management
Missouri
$1.27M -$65.2K -2,550 -5%
VT
130
Vise Technologies
New York
$1.27M +$205K +8,014 +18%
AWS
131
Atria Wealth Solutions
New York
$1.22M +$477K +18,656 +60%
CCA
132
Cobblestone Capital Advisors
New York
$1.21M -$255K -9,994 -17%
HCM
133
Hutchinson Capital Management
California
$1.18M
MWAM
134
Manhattan West Asset Management
California
$1.17M +$186K +7,276 +18%
HF
135
HRT Financial
New York
$1.15M -$2.35M -91,908 -66%
PIMG
136
Patriot Investment Management Group
Tennessee
$1.12M -$147K -5,742 -11%
BIA
137
Bell Investment Advisors
California
$1.1M -$717K -28,052 -39%
PAG
138
Private Advisor Group
New Jersey
$1.05M +$1.09M +42,750 New
TI
139
Truepoint Inc
Ohio
$1.05M +$1.09M +42,616 New
RG
140
Retirement Group
California
$1.04M +$68.7K +2,688 +7%
VVP
141
Venture Visionary Partners
Ohio
$1.03M +$5.88K +230 +0.6%
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$981K -$98.3K -3,844 -9%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$967K -$7.24M -283,338 -88%
TIM
144
Tortoise Investment Management
New York
$964K -$1.58M -61,828 -61%
RW
145
Rede Wealth
Virginia
$957K -$29.3K -1,146 -3%
SP
146
Successful Portfolios
Florida
$951K +$56K +2,192 +6%
CAMV
147
Concord Asset Management (Virginia)
Virginia
$900K -$35.5K -1,390 -4%
BFEC
148
Benjamin F. Edwards & Company
Missouri
$899K +$19.3K +754 +2%
MIAN
149
Mariner Independent Advisor Network
Kansas
$880K +$916K +35,826 New
FMC
150
First Merchants Corp
Indiana
$870K -$92.2K -3,606 -9%