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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
176
Betterment LLC
New York
$1.48M +$226K +9,180 +18%
LKBC
177
L.K. Benson & Company
Maryland
$1.47M +$1.49M +60,668 New
DI
178
Diligent Investors
California
$1.47M -$128K -5,188 -8%
SP
179
Successful Portfolios
Florida
$1.44M +$71.9K +2,923 +5%
SWM
180
SeaCrest Wealth Management
New York
$1.43M -$147K -5,985 -9%
CST
181
Charles Schwab Trust
Nevada
$1.29M +$151K +6,127 +13%
IJWM
182
Inman Jager Wealth Management
Mississippi
$1.23M +$1.24M +50,472 New
HCM
183
Hutchinson Capital Management
California
$1.19M -$15.6K -635 -1%
WJA
184
Willis Johnson & Associates
Texas
$1.17M +$46.4K +1,885 +4%
AMG
185
Asset Management Group
Connecticut
$1.15M -$4.04K -164 -0.3%
MFG
186
Merit Financial Group
Georgia
$1.15M -$365K -14,817 -24%
WIM
187
Waycross Investment Management
Washington
$1.11M
IWA
188
Integrity Wealth Advisors
California
$1.11M +$1.12M +45,616 New
VVP
189
Venture Visionary Partners
Ohio
$1.1M +$12.9K +526 +1%
BHPW
190
Beverly Hills Private Wealth
California
$1.1M +$1.12M +45,374 New
BCM
191
Brookstone Capital Management
Illinois
$1.1M -$189K -7,700 -15%
FIM
192
Freedom Investment Management
Connecticut
$1.08M +$1.1M +44,511 New
JWM
193
JFG Wealth Management
Colorado
$1.07M +$301K +12,219 +38%
VWM
194
Vermillion Wealth Management
Minnesota
$1.05M +$1.06M +43,095 New
IAA
195
Independent Advisor Alliance
North Carolina
$1.04M +$1.06M +42,956 New
Koshinski Asset Management
196
Koshinski Asset Management
Illinois
$1.04M -$325K -13,195 -24%
TPCW
197
TD Private Client Wealth
New York
$998K +$103K +4,175 +11%
Mercer Global Advisors
198
Mercer Global Advisors
Colorado
$987K -$1.15M -46,873 -54%
MWAM
199
Manhattan West Asset Management
California
$986K -$1.4K -57 -0.1%
CFIA
200
Cantor Fitzgerald Investment Advisors
New York
$978K -$5.86K -238 -0.6%