We are live on ! Find out more
SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWS
176
Juncture Wealth Strategies
Arizona
$671K -$254K -10,154 -27%
FA
177
Fagan Associates
New York
$659K -$11.9K -476 -2%
TCM
178
Twele Capital Management
Minnesota
$658K -$601 -24 -0.1%
RIM
179
Rockbridge Investment Management
New York
$650K -$10.9K -434 -2%
VWA
180
V Wealth Advisors
Kansas
$636K -$163K -6,512 -20%
VCP
181
Vista Capital Partners
Oregon
$617K -$48.3K -1,928 -7%
LAIC
182
Lederer & Associates Investment Counsel
California
$612K -$112K -4,464 -15%
CAN
183
Cetera Advisor Networks
California
$603K +$57.9K +2,312 +10%
PAS
184
Park Avenue Securities
New York
$603K -$106K -4,250 -15%
WWM
185
WT Wealth Management
Arizona
$600K -$44.6K -1,782 -7%
JFG
186
JMG Financial Group
Illinois
$599K +$283K +11,304 +87%
FPAS
187
Focus Partners Advisor Solutions
Missouri
$585K +$301 +12 +0.1%
SBH
188
Segall Bryant & Hamill
Illinois
$584K +$21K +838 +4%
JWM
189
JFG Wealth Management
Colorado
$578K +$168K +6,694 +40%
OIA
190
OneDigital Investment Advisors
Kansas
$554K +$39.4K +1,574 +8%
FW
191
FirstPurpose Wealth
Utah
$552K +$160K +6,374 +40%
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
$540K +$81.5K +3,252 +17%
BWP
193
Balboa Wealth Partners
Arizona
$526K +$126K +5,028 +31%
AIM
194
Acropolis Investment Management
Missouri
$524K
WA
195
WBH Advisory
Maryland
$507K -$11.7K -466 -2%
GVAG
196
Great Valley Advisor Group
Delaware
$501K -$3.06K -122 -0.6%
CST
197
Charles Schwab Trust
Nevada
$501K +$65.4K +2,612 +15%
ZF
198
Zhang Financial
Michigan
$493K -$2.51K -100 -0.5%
BPA
199
Beacon Pointe Advisors
California
$487K +$150K +5,978 +43%
IWM
200
IHT Wealth Management
Illinois
$487K +$34.4K +1,372 +7%