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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
Cambridge Associates
Massachusetts
$1M
PIMG
152
Patriot Investment Management Group
Tennessee
$981K -$3.84K -154 -0.4%
JWS
153
Juncture Wealth Strategies
Arizona
$943K -$907K -36,390 -49%
TIM
154
Tortoise Investment Management
New York
$876K +$296K +11,878 +52%
DE
155
Day & Ennis
Georgia
$873K -$753K -30,216 -47%
WAM
156
Worth Asset Management
Texas
$845K +$485K +19,460 +139%
SFC
157
SYM Financial Corp
Indiana
$829K +$17K +682 +2%
VWA
158
V Wealth Advisors
Kansas
$815K -$33.3K -1,336 -4%
TVAMP
159
Tennessee Valley Asset Management Partners
Tennessee
$812K -$100 -4 -0%
Jones Financial Companies
160
Jones Financial Companies
Missouri
$804K +$254K +10,196 +47%
WFA
161
Wellspring Financial Advisors
Ohio
$783K +$299 +12 +0%
WIP
162
WealthCare Investment Partners
Rhode Island
$774K +$765K +30,712 New
CFGS
163
Concourse Financial Group Securities
Alabama
$767K -$1.15M -46,202 -60%
DPI
164
Diversified Portfolios Inc
Michigan
$755K
RJA
165
Raymond James & Associates
Florida
$752K -$65.9K -2,644 -8%
LAIC
166
Lederer & Associates Investment Counsel
California
$739K -$13.5K -540 -2%
Qube Research & Technologies (QRT)
167
Qube Research & Technologies (QRT)
United Kingdom
$736K +$708K +28,390 +3,496%
NFW
168
Noble Family Wealth
Florida
$729K +$721K +28,924 New
RA
169
RFG Advisory
Alabama
$728K +$720K +28,872 New
AA
170
Alesco Advisors
New York
$725K
PAS
171
Park Avenue Securities
New York
$724K -$594K -23,842 -45%
DAS
172
Dynamic Advisor Solutions
Arizona
$724K -$173K -6,954 -20%
HFS
173
Horizon Financial Services
North Carolina
$719K +$157K +6,284 +28%
FA
174
Fagan Associates
New York
$686K -$4.93K -198 -0.7%
VCP
175
Vista Capital Partners
Oregon
$680K -$22K -884 -3%