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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JSA
126
Jacobson & Schmitt Advisors
Wisconsin
$2.63M +$2.6M +103,890 New
ULWM
127
Upper Left Wealth Management
Florida
$2.62M -$821K -32,848 -24%
HI
128
Hendershot Investments
Virginia
$2.61M +$82.9K +3,316 +3%
KFS
129
Kelly Financial Services
Massachusetts
$2.55M +$2.52M +100,954 New
Comerica Bank
130
Comerica Bank
Texas
$2.55M +$315K +12,622 +14%
WA
131
Waverly Advisors
Alabama
$2.54M +$118K +4,736 +5%
VT
132
Vise Technologies
New York
$2.51M -$115K -4,592 -4%
PK
133
Pflug Koory
Nebraska
$2.49M +$2.46M +98,444 New
SIC
134
Salem Investment Counselors
North Carolina
$2.49M +$87.2K +3,490 +4%
MM
135
Meridian Management
Arkansas
$2.47M -$220K -8,804 -8%
WIP
136
WealthCare Investment Partners
Rhode Island
$2.47M -$804K -32,164 -24%
KSWA
137
Kathleen S. Wright Associates
Pennsylvania
$2.45M +$477K +19,104 +25%
AFP
138
Ausdal Financial Partners
Iowa
$2.43M +$161K +6,442 +7%
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$2.42M +$171K +6,862 +8%
FC
140
Financial Consulate
Maryland
$2.39M -$6.95K -278 -0.3%
PFG
141
PAX Financial Group
Texas
$2.36M -$495K -19,806 -18%
MPM
142
Meritage Portfolio Management
Kansas
$2.29M -$226K -9,050 -9%
FTA
143
Financial & Tax Architects
Missouri
$2.28M +$9.7K +388 +0.4%
IA
144
Inspire Advisors
Idaho
$2.28M +$414K +16,572 +23%
AA
145
Addison Advisors
Vermont
$2.22M -$29.5K -1,180 -1%
Envestnet Portfolio Solutions
146
Envestnet Portfolio Solutions
Illinois
$2.19M -$225K -9,016 -9%
AIA
147
Alternative Investment Advisors
Florida
$2.11M +$1.84M +73,750 +772%
SAI
148
Savvy Advisors Inc
New York
$2.1M +$1.65M +66,016 +387%
BCM
149
Barden Capital Management
Texas
$2.1M +$207K +8,284 +11%
MG
150
MilWealth Group
Wisconsin
$2.01M