We are live on ! Find out more
SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
201
Mercer Global Advisors
Colorado
$1.3M +$276K +11,052 +27%
ES
202
Eagle Strategies
New York
$1.28M +$160K +6,409 +14%
BHPW
203
Beverly Hills Private Wealth
California
$1.26M -$248K -9,930 -16%
IWM
204
IHT Wealth Management
Illinois
$1.26M -$487K -19,503 -28%
JWM
205
JFG Wealth Management
Colorado
$1.23M -$8.27K -331 -0.7%
TPCW
206
TD Private Client Wealth
New York
$1.22M +$34.4K +1,376 +3%
AMG
207
Asset Management Group
Connecticut
$1.22M +$10.7K +427 +0.9%
DI
208
Diligent Investors
California
$1.21M -$128K -5,129 -10%
BAM
209
Belpointe Asset Management
Nevada
$1.21M +$743K +29,728 +162%
LIM
210
Leavell Investment Management
Alabama
$1.2M -$25K -1,000 -2%
1IA
211
1620 Investment Advisors
Massachusetts
$1.19M +$8.62K +345 +0.7%
EFG
212
Ethos Financial Group
Pennsylvania
$1.19M +$736K +29,469 +165%
EWM
213
Empirical Wealth Management
Washington
$1.18M +$1.18M +47,051 New
HFS
214
Horizon Financial Services
North Carolina
$1.18M +$113K +4,515 +11%
Janney Montgomery Scott
215
Janney Montgomery Scott
Pennsylvania
$1.17M +$245K +9,820 +27%
SIM
216
Studio Investment Management
Illinois
$1.17M +$38.5K +1,539 +3%
W
217
WorthPointe
California
$1.16M +$1.15M +46,212 New
CA
218
CoreCap Advisors
Michigan
$1.16M -$523K -20,943 -31%
VVP
219
Venture Visionary Partners
Ohio
$1.15M +$10.4K +417 +0.9%
WIM
220
Waycross Investment Management
Washington
$1.15M
EP
221
Essential Partners
California
$1.15M -$317K -12,701 -22%
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
$1.14M +$271K +10,840 +31%
FTS
223
Fifth Third Securities
Ohio
$1.13M +$118K +4,737 +12%
TLFA
224
True Link Financial Advisors
California
$1.12M +$109K +4,359 +11%
CFIA
225
Cantor Fitzgerald Investment Advisors
New York
$1.12M -$6.77K -271 -0.6%