We are live on ! Find out more
SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FI
151
FormulaFolio Investments
Michigan
$570K +$134K +4,604 +31%
CFGS
152
Concourse Financial Group Securities
Alabama
$570K +$571K +19,592 New
CMP
153
Courage Miller Partners
Virginia
$561K -$75.9K -2,606 -12%
PP
154
PrairieView Partners
Minnesota
$554K -$29.2K -1,002 -5%
RA
155
RFG Advisory
Alabama
$553K +$558K +19,140 New
BFEC
156
Benjamin F. Edwards & Company
Missouri
$552K +$126K +4,340 +30%
COF
157
Capital One Financial
Virginia
$548K +$82.1K +2,818 +18%
Comerica Bank
158
Comerica Bank
Texas
$504K +$10.5K +362 +2%
SBH
159
Segall Bryant & Hamill
Illinois
$502K -$11.7K -400 -2%
RW
160
REDW Wealth
New Mexico
$498K +$117K +4,022 +31%
SCM
161
Stonehearth Capital Management
Massachusetts
$482K +$482K +16,554 New
BAM
162
Barrett Asset Management
New York
$479K -$175K -6,000 -27%
GCA
163
Genesee Capital Advisors
New York
$477K +$164K +5,620 +52%
RJFSA
164
Raymond James Financial Services Advisors
Florida
$463K -$726K -24,930 -61%
VCM
165
Vision Capital Management
Oregon
$462K +$41.4K +1,420 +10%
IAA
166
Independent Advisor Alliance
North Carolina
$460K
Bank of New York Mellon
167
Bank of New York Mellon
New York
$455K +$455K +15,632 New
JFG
168
JMG Financial Group
Illinois
$449K
PIMG
169
Patriot Investment Management Group
Tennessee
$448K -$1.1M -37,764 -71%
SW
170
SteelPeak Wealth
California
$427K -$6.76K -232 -2%
GVAG
171
Great Valley Advisor Group
Delaware
$413K +$10K +344 +2%
US Bancorp
172
US Bancorp
Minnesota
$406K +$148K +5,068 +57%
ASN
173
Advisory Services Network
Georgia
$384K -$230K -7,902 -37%
TW
174
Towerpoint Wealth
California
$378K -$28.3K -970 -7%
NCM
175
Northwest Capital Management
Oregon
$378K