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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
201
Rockbridge Investment Management
New York
$552K -$59.8K -2,434 -10%
FW
202
FirstPurpose Wealth
Utah
$548K -$65.7K -2,672 -10%
NFW
203
Noble Family Wealth
Florida
$529K -$53.2K -2,164 -9%
PAG
204
Private Advisor Group
New Jersey
$518K -$4.29M -174,406 -89%
TCM
205
Twele Capital Management
Minnesota
$518K +$35.2K +1,430 +7%
TCM
206
Tran Capital Management
California
$497K -$721K -29,336 -59%
AA
207
Alesco Advisors
New York
$491K +$261K +10,600 +113%
Qube Research & Technologies (QRT)
208
Qube Research & Technologies (QRT)
United Kingdom
$489K
AWS
209
Atria Wealth Solutions
New York
$487K -$700K -28,466 -59%
JFGLC
210
Johnson Financial Group LLC (Colorado)
Colorado
$468K +$54.4K +2,214 +13%
LAIC
211
Lederer & Associates Investment Counsel
California
$453K +$18K +732 +4%
HWM
212
HB Wealth Management
Georgia
$452K -$10.4K -424 -2%
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$451K +$34.9K +1,420 +8%
IAN
214
Integrated Advisors Network
Texas
$449K -$3.25K -132 -0.7%
RI
215
Ridgewood Investments
New Jersey
$448K +$140K +5,700 +45%
Focus Partners Wealth
216
Focus Partners Wealth
Massachusetts
$445K
Betterment LLC
217
Betterment LLC
New York
$441K +$18.1K +738 +4%
AP
218
Aspect Partners
Virginia
$439K -$4.92K -200 -1%
GF
219
Goodman Financial
Texas
$430K +$431K +17,522 New
GVAG
220
Great Valley Advisor Group
Delaware
$426K +$27.1K +1,104 +7%
WPA
221
West Paces Advisors
Georgia
$423K -$12.3K -500 -3%
MIA
222
Milestone Investment Advisors
Wisconsin
$422K -$314K -12,768 -43%
FA
223
FC Advisory
Pennsylvania
$417K -$14K -570 -3%
TWM
224
TSA Wealth Management
Texas
$417K
KPWS
225
Kestra Private Wealth Services
Texas
$398K +$12.3K +502 +3%