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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
151
William Blair & Company
Illinois
$2.21M +$299K +12,141 +15%
PFG
152
PAX Financial Group
Texas
$2.17M -$98.1K -3,988 -4%
BCM
153
Barden Capital Management
Texas
$2.17M +$152K +6,162 +7%
KFG
154
Kelly Financial Group
Connecticut
$2.12M +$2.14M +87,168 New
MM
155
Meridian Management
Arkansas
$2.06M -$318K -12,906 -13%
TPW
156
Transatlantique Private Wealth
New York
$2.06M +$835K +33,921 +67%
SWP
157
Stratos Wealth Partners
Ohio
$2.06M +$336K +13,638 +19%
IA
158
Inspire Advisors
Idaho
$2.05M -$133K -5,415 -6%
EG
159
Enstar Group
Bermuda
$2.03M +$2.05M +83,500 New
PS
160
Principal Securities
Iowa
$2.02M +$389K +15,804 +24%
MG
161
MilWealth Group
Wisconsin
$2.01M +$81.4K +3,310 +4%
PP
162
PrairieView Partners
Minnesota
$2M -$783K -31,820 -28%
AFG
163
Atomi Financial Group
New York
$1.94M +$341K +13,838 +21%
NA
164
NewEdge Advisors
Louisiana
$1.69M -$1.14M -46,181 -40%
Comerica Bank
165
Comerica Bank
Texas
$1.69M -$770K -31,291 -31%
Envestnet Portfolio Solutions
166
Envestnet Portfolio Solutions
Illinois
$1.69M -$420K -17,070 -20%
KFS
167
Kaizen Financial Strategies
California
$1.68M +$463K +18,800 +37%
National Bank of Canada
168
National Bank of Canada
Quebec, Canada
$1.67M +$7.85K +319 +0.5%
WA
169
Waverly Advisors
Alabama
$1.66M -$791K -32,135 -32%
NRWA
170
North Ridge Wealth Advisors
Oregon
$1.64M
CAG
171
Csenge Advisory Group
Florida
$1.63M -$860K -34,970 -34%
SPW
172
Sonoma Private Wealth
California
$1.62M +$1.11M +45,202 +210%
WIP
173
WealthCare Investment Partners
Rhode Island
$1.53M -$889K -36,132 -36%
MCM
174
Mendel Capital Management
Arkansas
$1.53M -$15.1K -615 -1%
SAI
175
Savvy Advisors Inc
New York
$1.5M -$526K -21,362 -26%