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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
151
Dynamic Advisor Solutions
Arizona
$3.18M +$190K +7,695 +6%
NWP
152
Noble Wealth Partners
Colorado
$3.15M +$3.16M +127,847 New
GS
153
GTS Securities
Florida
$3.11M +$3.12M +126,305 New
FA
154
Fermata Advisors
California
$3.09M +$611K +24,713 +25%
CAG
155
Csenge Advisory Group
Florida
$3.01M -$699K -28,287 -19%
WF
156
Williams Financial
Vermont
$2.98M +$211K +8,517 +8%
SW
157
Simplicity Wealth
New Jersey
$2.96M +$2.66M +107,598 +864%
AssetMark Inc
158
AssetMark Inc
California
$2.94M -$610K -24,669 -17%
KFG
159
Kelly Financial Group
Connecticut
$2.93M +$172K +6,962 +6%
CFA
160
Collaborative Fund Advisors
Nevada
$2.93M +$2.93M +118,692 New
SWP
161
Stratos Wealth Partners
Ohio
$2.92M +$239K +9,672 +9%
LIM
162
Leavell Investment Management
Alabama
$2.92M +$354K +14,318 +14%
MFG
163
Mendota Financial Group
Wisconsin
$2.84M +$341K +13,790 +14%
PK
164
Pflug Koory
Nebraska
$2.81M +$15.5K +627 +0.6%
HI
165
Hendershot Investments
Virginia
$2.75M +$3.71K +150 +0.1%
TCM
166
Tran Capital Management
California
$2.7M -$138K -5,578 -5%
WIP
167
WealthCare Investment Partners
Rhode Island
$2.69M -$996K -40,290 -27%
JFGLC
168
Johnson Financial Group LLC (Colorado)
Colorado
$2.67M +$372K +15,036 +16%
GG
169
GenWealth Group
New Jersey
$2.5M +$35.4K +1,433 +1%
AA
170
Addison Advisors
Vermont
$2.49M -$743K -30,069 -23%
SCM
171
SCS Capital Management
Massachusetts
$2.47M -$441K -17,847 -15%
NS
172
NBC Securities
Alabama
$2.46M +$474K +19,169 +24%
EAM
173
Empirical Asset Management
Massachusetts
$2.42M +$264K +10,661 +12%
SWA
174
Stratos Wealth Advisors
Ohio
$2.41M +$47.2K +1,911 +2%
BCM
175
Barden Capital Management
Texas
$2.39M -$19.5K -789 -0.8%