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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
151
Mercer Global Advisors
Colorado
$1.28M +$557K +23,022 +78%
Koshinski Asset Management
152
Koshinski Asset Management
Illinois
$1.27M +$887K +36,618 +238%
FIM
153
Freedom Investment Management
Connecticut
$1.26M -$1.04M -42,862 -45%
SP
154
Successful Portfolios
Florida
$1.26M -$5.28K -218 -0.4%
TPI
155
Trust Point Inc
Wisconsin
$1.23M -$17K -704 -1%
KFS
156
Kaizen Financial Strategies
California
$1.2M -$416K -17,184 -26%
AMG
157
Asset Management Group
Connecticut
$1.17M +$10.1K +416 +0.9%
HCM
158
Hutchinson Capital Management
California
$1.17M
RJFSA
159
Raymond James Financial Services Advisors
Florida
$1.16M +$68.6K +2,832 +6%
CAG
160
Csenge Advisory Group
Florida
$1.15M +$533 +22 +0%
Betterment LLC
161
Betterment LLC
New York
$1.14M +$700K +28,930 +161%
DWM
162
Diversify Wealth Management
Utah
$1.13M +$1.09M +44,906 New
EFS
163
Econ Financial Services
Pennsylvania
$1.13M +$3.1K +128 +0.3%
VVP
164
Venture Visionary Partners
Ohio
$1.09M -$3.73K -154 -0.3%
CST
165
Charles Schwab Trust
Nevada
$1.06M +$212K +8,772 +25%
EWA
166
EverSource Wealth Advisors
Alabama
$1.05M +$303K +12,502 +42%
SLWA
167
San Luis Wealth Advisors
California
$1.04M +$1.03M +42,736 New
Baird Financial Group
168
Baird Financial Group
Wisconsin
$1.04M -$558K -23,040 -35%
SAM
169
SignalPoint Asset Management
Missouri
$1.01M +$127K +5,266 +15%
MWAM
170
Manhattan West Asset Management
California
$992K +$141K +5,828 +17%
IWC
171
Integrated Wealth Concepts
Massachusetts
$966K -$25K -1,034 -3%
GS
172
GTS Securities
Florida
$962K +$955K +39,448 New
AWM
173
Apollon Wealth Management
South Carolina
$920K -$45.7K -1,888 -5%
BSB
174
Bangor Savings Bank
Maine
$915K -$214K -8,846 -19%
PAS
175
Park Avenue Securities
New York
$906K +$208K +8,612 +30%