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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
151
UBS AM
Illinois
$41.8K +$4.35K +164 +12%
BlackRock
152
BlackRock
New York
$40K +$6.84K +258 +21%
RCA
153
Rowland Carmichael Advisors
Arizona
$39K
TF
154
Tompkins Financial
New York
$37K +$36.1K +1,360 New
DWM
155
Destination Wealth Management
California
$29K -$62.8K -2,368 -68%
SEI Investments
156
SEI Investments
Pennsylvania
$28K -$17.3K -652 -34%
BAM
157
Barrett Asset Management
New York
$27K +$26.5K +1,000 New
William Blair & Company
158
William Blair & Company
Illinois
$24K +$637 +24 +3%
CDIA
159
Capital Directions Investment Advisors
Georgia
$21K
OIA
160
OneDigital Investment Advisors
Kansas
$21K +$53 +2 +0.3%
SFSG
161
Stearns Financial Services Group
North Carolina
$16K +$1.91K +72 +14%
GAM
162
Gemmer Asset Management
California
$16K +$16K +602 New
GWM
163
Geneos Wealth Management
Colorado
$10K
CFA
164
Camarda Financial Advisors
Florida
$10K +$10.3K +388 New
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$9K +$3.87K +146 +79%
FRA
166
Front Row Advisors
California
$8K
TCOV
167
Trust Company of Vermont
Vermont
$8K
BFC
168
Bedel Financial Consulting
Indiana
$7K +$6.69K +252 New
LPWM
169
Lake Point Wealth Management
Texas
$6K +$5.73K +216 New
PCMK
170
Paragon Capital Management (Kansas)
Kansas
$4K +$3.98K +150 New
EFSCE
171
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$4.14K +156 New
JP Morgan Chase
172
JP Morgan Chase
New York
$4K +$4.14K +156 New
SWA
173
Sutton Wealth Advisors
Florida
$3.01K
TFGT
174
TS Financial Group (TSFG)
Illinois
$3K +$3.4K +128 New
FMP
175
Financial Management Professionals
Texas
$2K