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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
126
Lido Advisors
California
$1.49M -$164K -6,582 -10%
TCM
127
Tran Capital Management
California
$1.47M +$62.3K +2,498 +4%
AWS
128
Atria Wealth Solutions
New York
$1.42M -$302K -12,126 -18%
MWAM
129
Manhattan West Asset Management
California
$1.4M +$138K +5,518 +11%
CAAS
130
Capital Asset Advisory Services
Michigan
$1.37M +$9.97K +400 +0.7%
NRWA
131
North Ridge Wealth Advisors
Oregon
$1.36M +$1.34M +53,754 New
RJFSA
132
Raymond James Financial Services Advisors
Florida
$1.34M +$1.33M +53,268 New
WA
133
Waverly Advisors
Alabama
$1.34M -$9.67K -388 -0.7%
SAM
134
SignalPoint Asset Management
Missouri
$1.29M +$5.68K +228 +0.4%
SP
135
Successful Portfolios
Florida
$1.26M -$35.7K -1,434 -3%
CAG
136
Csenge Advisory Group
Florida
$1.24M -$34.1K -1,368 -3%
DBRC
137
D.B. Root & Company
Pennsylvania
$1.22M -$542K -21,760 -31%
PP
138
PrairieView Partners
Minnesota
$1.22M +$159K +6,368 +15%
HCM
139
Hutchinson Capital Management
California
$1.21M
MMA
140
Miracle Mile Advisors
California
$1.2M -$9.82K -394 -0.8%
CCA
141
Cobblestone Capital Advisors
New York
$1.18M -$854K -34,276 -42%
FFN
142
Focus Financial Network
Minnesota
$1.15M +$1.13M +45,518 New
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$1.07M -$411K -16,494 -28%
KSWA
144
Kathleen S. Wright Associates
Pennsylvania
$1.05M +$134K +5,384 +15%
VVP
145
Venture Visionary Partners
Ohio
$1.05M +$5.08K +204 +0.5%
RG
146
Retirement Group
California
$1.05M -$321K -12,862 -24%
FG
147
Foster Group
Iowa
$1.03M
FA
148
Fiduciary Alliance
South Carolina
$1.02M -$424K -17,020 -30%
SWP
149
Stratos Wealth Partners
Ohio
$1.02M +$1M +40,266 New
BFEC
150
Benjamin F. Edwards & Company
Missouri
$1M +$59.6K +2,392 +6%