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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FTS
201
Fifth Third Securities
Ohio
$975K +$60.7K +2,466 +7%
MC
202
Moors & Cabot
Massachusetts
$969K +$107K +4,355 +12%
PAYA
203
Phil A. Younker & Associates
Alaska
$964K +$977K +39,686 New
NRI
204
NFP Retirement Inc
California
$953K +$4.75K +193 +0.5%
SAM
205
SignalPoint Asset Management
Missouri
$951K -$77.8K -3,163 -7%
ES
206
Eagle Strategies
New York
$931K +$943K +38,327 New
IWC
207
Integrated Wealth Concepts
Massachusetts
$924K -$92.6K -3,764 -9%
AWM
208
Avior Wealth Management
Nebraska
$900K +$6.69K +272 +0.7%
Corient Private Wealth
209
Corient Private Wealth
Florida
$898K -$39.1K -1,589 -4%
RW
210
Rede Wealth
Virginia
$862K +$70.9K +2,881 +9%
Janney Montgomery Scott
211
Janney Montgomery Scott
Pennsylvania
$856K +$104K +4,218 +14%
TIM
212
Tortoise Investment Management
New York
$853K +$520K +21,114 +151%
PAS
213
Park Avenue Securities
New York
$845K -$88.5K -3,595 -9%
SPF
214
South Plains Financial
Texas
$813K +$824K +33,480 New
CB
215
Commerce Bank
Missouri
$775K +$200K +8,145 +34%
OIA
216
OneDigital Investment Advisors
Kansas
$763K -$1.87K -76 -0.2%
AWS
217
Atria Wealth Solutions
New York
$763K +$25.2K +1,024 +3%
BF
218
Brucke Financial
Indiana
$758K +$764K +31,051 New
AAS
219
Avantax Advisory Services
Texas
$757K +$99.7K +4,050 +15%
LIM
220
Leavell Investment Management
Alabama
$736K -$357K -14,524 -32%
FFA
221
Farther Finance Advisors
California
$711K +$143K +5,796 +25%
SIP
222
Sellwood Investment Partners
Oregon
$709K +$718K +29,184 New
SIM
223
Studio Investment Management
Illinois
$708K +$717K +29,149 New
TLFA
224
True Link Financial Advisors
California
$684K +$693K +28,151 New
HFS
225
Horizon Financial Services
North Carolina
$661K -$116K -4,719 -15%