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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$900K -$68.9K -2,800 -7%
KSWA
152
Kathleen S. Wright Associates
Pennsylvania
$894K +$470K +19,108 +111%
FTUS
153
Flow Traders U.S.
New York
$889K -$43.2M -1,756,512 -98%
DAS
154
Dynamic Advisor Solutions
Arizona
$878K +$598K +24,282 +214%
OCG
155
Opus Capital Group
Ohio
$830K -$5.66M -229,950 -87%
VWA
156
V Wealth Advisors
Kansas
$829K
RJA
157
Raymond James & Associates
Florida
$799K +$587K +23,848 +277%
CCWA
158
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$794K +$794K +32,276 New
SFC
159
SYM Financial Corp
Indiana
$793K +$27.4K +1,112 +4%
TVAMP
160
Tennessee Valley Asset Management Partners
Tennessee
$792K +$163K +6,632 +26%
WFA
161
Wellspring Financial Advisors
Ohio
$764K +$764K +31,054 New
WWM
162
WT Wealth Management
Arizona
$755K -$948K -38,518 -56%
DPI
163
Diversified Portfolios Inc
Michigan
$737K +$231K +9,400 +46%
LAIC
164
Lederer & Associates Investment Counsel
California
$734K +$9.99K +406 +1%
AA
165
Alesco Advisors
New York
$707K +$30K +1,220 +4%
VCP
166
Vista Capital Partners
Oregon
$686K +$396K +16,082 +137%
SAG
167
SageView Advisory Group
California
$682K +$682K +27,724 New
TCM
168
Twele Capital Management
Minnesota
$680K +$87.6K +3,558 +15%
FA
169
Fagan Associates
New York
$675K -$47.2K -1,916 -7%
RIM
170
Rockbridge Investment Management
New York
$665K -$6.6K -268 -1%
PTC
171
Private Trust Company
Ohio
$659K -$196K -7,956 -23%
IGWM
172
ICA Group Wealth Management
Colorado
$642K +$115K +4,678 +22%
HF
173
HRT Financial
New York
$608K -$542K -22,016 -47%
HHRDM
174
H&H Retirement Design & Management
Nevada
$604K -$1.31M -53,146 -69%
SBH
175
Segall Bryant & Hamill
Illinois
$596K -$8.86K -360 -1%