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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
176
Waycross Investment Management
Washington
$1.15M +$1.14M +45,646 New
VVP
177
Venture Visionary Partners
Ohio
$1.14M +$9.6K +384 +0.9%
LIM
178
Leavell Investment Management
Alabama
$1.13M +$769K +30,786 +219%
Mercer Global Advisors
179
Mercer Global Advisors
Colorado
$1.11M +$870K +34,834 +66%
SAM
180
SignalPoint Asset Management
Missouri
$1.07M +$25.1K +1,006 +2%
IWC
181
Integrated Wealth Concepts
Massachusetts
$1.06M +$54.1K +2,166 +5%
MWAM
182
Manhattan West Asset Management
California
$1.03M
CFIA
183
Cantor Fitzgerald Investment Advisors
New York
$1.03M +$1.01M +40,518 New
TPI
184
Trust Point Inc
Wisconsin
$1.02M -$248K -9,912 -20%
NRI
185
NFP Retirement Inc
California
$988K +$76.3K +3,052 +8%
Corient Private Wealth
186
Corient Private Wealth
Florida
$976K +$280K +11,196 +41%
RJFSA
187
Raymond James Financial Services Advisors
Florida
$975K -$220K -8,818 -19%
PAS
188
Park Avenue Securities
New York
$971K +$30.2K +1,208 +3%
FTS
189
Fifth Third Securities
Ohio
$954K +$20.6K +826 +2%
TPCW
190
TD Private Client Wealth
New York
$934K -$1.8M -72,190 -66%
AWM
191
Avior Wealth Management
Nebraska
$930K +$4.95K +198 +0.5%
MC
192
Moors & Cabot
Massachusetts
$899K +$73.2K +2,928 +9%
CFGS
193
Concourse Financial Group Securities
Alabama
$879K -$42.4K -1,696 -5%
National Bank of Canada
194
National Bank of Canada
Quebec, Canada
$868K +$215K +8,618 +14%
FG
195
Foster Group
Iowa
$846K -$40.2K -1,610 -5%
RW
196
Rede Wealth
Virginia
$825K +$814K +32,592 New
JWM
197
JFG Wealth Management
Colorado
$810K +$16.8K +674 +2%
HFS
198
Horizon Financial Services
North Carolina
$808K -$69K -2,760 -8%
OIA
199
OneDigital Investment Advisors
Kansas
$797K -$88.3K -3,534 -10%
Janney Montgomery Scott
200
Janney Montgomery Scott
Pennsylvania
$785K -$99.2K -3,968 -11%