We are live on ! Find out more
SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
151
Rockbridge Investment Management
New York
$725K -$4.86K -178 -0.6%
SF
152
Synovus Financial
Georgia
$713K +$15.6K +572 +2%
APC
153
Asset Planning Corporation
Tennessee
$675K -$10.7K -390 -2%
SBH
154
Segall Bryant & Hamill
Illinois
$655K +$672K +24,612 New
SW
155
Simplicity Wealth
New Jersey
$648K -$330K -12,100 -33%
BWM
156
Birchcreek Wealth Management
Ohio
$606K -$16.2K -592 -3%
FW
157
FirstPurpose Wealth
Utah
$597K +$158K +5,802 +35%
AF
158
Allworth Financial
California
$578K -$104K -3,800 -15%
SFC
159
SYM Financial Corp
Indiana
$572K +$191K +7,004 +48%
EAM
160
Evanson Asset Management
California
$568K +$1.04K +38 +0.2%
JWM
161
JFG Wealth Management
Colorado
$526K +$49.6K +1,818 +10%
VCP
162
Vista Capital Partners
Oregon
$508K +$15.3K +562 +3%
IWM
163
IHT Wealth Management
Illinois
$493K -$8.57K -314 -2%
AMG
164
Asset Management Group
Connecticut
$487K -$43.7K -1,602 -8%
VCM
165
Vision Capital Management
Oregon
$483K -$47.6K -1,744 -9%
SWM
166
Silverlake Wealth Management
Vermont
$482K +$495K +18,120 New
PCWA
167
Pacific Capital Wealth Advisors
California
$479K -$3.39K -124 -0.7%
SGCA
168
Steel Grove Capital Advisors
Tennessee
$469K
ZF
169
Zhang Financial
Michigan
$466K +$234K +8,576 +96%
I2I
170
Insight 2811 Inc
Illinois
$452K -$860K -31,508 -65%
RW
171
REDW Wealth
New Mexico
$448K -$19.4K -712 -4%
RI
172
Ridgewood Investments
New Jersey
$442K +$13.7K +500 +3%
Comerica Bank
173
Comerica Bank
Texas
$438K +$2.95K +108 +0.6%
RFG
174
Range Financial Group
Oregon
$429K -$40.7K -1,492 -8%
NRI
175
NFP Retirement Inc
California
$426K +$34.7K +1,270 +9%