We are live on ! Find out more
SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

Name Holding Trade Value Shares
Change 		Change in
Stake
KSWA
151
Kathleen S. Wright Associates
Pennsylvania
$1.09M +$66K +2,636 +6%
FA
152
Fiduciary Alliance
South Carolina
$1.09M +$96.7K +3,858 +10%
VVP
153
Venture Visionary Partners
Ohio
$1.03M +$7.72K +308 +0.7%
WAM
154
WNY Asset Management
New York
$1.03M -$872K -34,782 -45%
SP
155
Successful Portfolios
Florida
$986K -$247K -9,870 -20%
PIMG
156
Patriot Investment Management Group
Tennessee
$943K -$15.4K -616 -2%
CFGS
157
Concourse Financial Group Securities
Alabama
$907K +$160K +6,394 +21%
CA
158
Cambridge Associates
Massachusetts
$906K -$72.8K -2,906 -7%
PP
159
PrairieView Partners
Minnesota
$880K -$314K -12,522 -26%
DE
160
Day & Ennis
Georgia
$820K -$33.3K -1,328 -4%
TVAMP
161
Tennessee Valley Asset Management Partners
Tennessee
$819K +$26.5K +1,056 +3%
RG
162
Retirement Group
California
$817K -$210K -8,378 -20%
SFC
163
SYM Financial Corp
Indiana
$814K +$3.56K +142 +0.4%
LNC
164
Lincoln National Corp
Pennsylvania
$812K +$373K +14,880 +82%
RJA
165
Raymond James & Associates
Florida
$741K +$6.71K +268 +0.9%
TIM
166
Tortoise Investment Management
New York
$741K -$116K -4,644 -13%
DAS
167
Dynamic Advisor Solutions
Arizona
$741K +$34K +1,356 +5%
DPI
168
Diversified Portfolios Inc
Michigan
$738K – – –
RA
169
RFG Advisory
Alabama
$735K +$23.5K +938 +3%
MIA
170
Milestone Investment Advisors
Wisconsin
$724K +$249K +9,932 +51%
HFS
171
Horizon Financial Services
North Carolina
$722K +$19.4K +776 +3%
AA
172
Alesco Advisors
New York
$708K – – –
NFW
173
Noble Family Wealth
Florida
$696K -$16.8K -672 -2%
ACM
174
Absolute Capital Management
Pennsylvania
$695K +$85K +3,394 +14%
SPC
175
Sigma Planning Corp
Michigan
$673K +$468K +18,662 +216%
5 6
7
8 9