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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
201
Atria Wealth Solutions
New York
$769K +$251K +10,038 +49%
EWA
202
EverSource Wealth Advisors
Alabama
$757K -$306K -12,260 -29%
SFA
203
Sequoia Financial Advisors
Ohio
$736K -$30.1K -1,204 -4%
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$730K -$1.4K -56 -0.2%
DAS
205
Dynamic Advisor Solutions
Arizona
$717K +$16.1K +644 +2%
AAS
206
Avantax Advisory Services
Texas
$686K +$1.9K +76 +0.3%
Prudential Financial
207
Prudential Financial
New Jersey
$658K +$36.6K +1,466 +6%
CA
208
CoreCap Advisors
Michigan
$656K +$648K +25,934 New
CWM
209
Congress Wealth Management
Massachusetts
$631K -$39.5K -1,580 -6%
Cerity Partners
210
Cerity Partners
New York
$627K -$23.9K -958 -4%
AA
211
Alesco Advisors
New York
$608K +$38.2K +1,530 +7%
SPC
212
Sigma Planning Corp
Michigan
$608K -$200 -8 -0%
CB
213
Commerce Bank
Missouri
$601K -$978K -39,130 -62%
FA
214
Fagan Associates
New York
$600K +$5.8K +232 +1%
ES
215
ETF Store
Kansas
$594K +$7.45K +298 +1%
FFA
216
Farther Finance Advisors
California
$594K +$158K +6,318 +37%
WAM
217
WNY Asset Management
New York
$591K -$201K -8,032 -26%
EFN
218
Equita Financial Network
Pennsylvania
$588K
QP
219
Quartz Partners
New York
$576K +$569K +22,778 New
VCM
220
Vision Capital Management
Oregon
$557K -$39.1K -1,564 -7%
HCP
221
Hardin Capital Partners
South Carolina
$548K
SPW
222
Sonoma Private Wealth
California
$545K +$67.7K +2,710 +14%
RIM
223
Rockbridge Investment Management
New York
$542K -$28.4K -1,136 -5%
NFW
224
Noble Family Wealth
Florida
$542K
KPP
225
Kings Path Partners
Texas
$530K +$6K +240 +1%