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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
201
WBH Advisory
Maryland
$1.78M -$180K -7,193 -9%
RW
202
Rede Wealth
Virginia
$1.76M -$57.1K -2,280 -3%
Financial Engines Advisors
203
Financial Engines Advisors
California
$1.75M -$466K -18,573 -21%
SIP
204
Sellwood Investment Partners
Oregon
$1.75M +$480K +19,139 +38%
SP
205
Successful Portfolios
Florida
$1.72M -$14.4K -573 -0.8%
AIA
206
Alternative Investment Advisors
Florida
$1.68M -$309K -12,317 -15%
NRWA
207
North Ridge Wealth Advisors
Oregon
$1.67M +$38K +1,515 +2%
AWA
208
A4 Wealth Advisors
North Carolina
$1.64M +$1.65M +65,811 New
TIM
209
Tortoise Investment Management
New York
$1.62M +$396K +15,782 +32%
Citadel Advisors
210
Citadel Advisors
Florida
$1.56M +$1.57M +62,449 New
MWM
211
MFG Wealth Management
Indiana
$1.5M +$91.4K +3,646 +6%
IA
212
IFP Advisors
Florida
$1.47M +$79.3K +3,165 +6%
AFG
213
Atomi Financial Group
New York
$1.46M -$1.3M -51,974 -47%
CB
214
Commerce Bank
Missouri
$1.45M +$443K +17,687 +44%
BWA
215
BlueSky Wealth Advisors
North Carolina
$1.44M +$1.45M +57,869 New
CWM
216
Comprehensive Wealth Management
Washington
$1.36M +$139K +5,537 +11%
AMG
217
Asset Management Group
Connecticut
$1.33M +$107K +4,271 +9%
ES
218
Eagle Strategies
New York
$1.31M -$38.7K -1,546 -3%
WFS
219
WealthGarden F.S.
California
$1.29M +$328K +13,071 +34%
TLFA
220
True Link Financial Advisors
California
$1.28M +$86.6K +3,454 +7%
BAM
221
Belpointe Asset Management
Nevada
$1.26M +$65.5K +2,613 +5%
WAP
222
Wealthcare Advisory Partners
Pennsylvania
$1.22M +$147K +5,883 +14%
CA
223
CoreCap Advisors
Michigan
$1.22M +$457K +18,240 +60%
NA
224
NewEdge Advisors
Louisiana
$1.2M -$342K -13,642 -22%
EP
225
Essential Partners
California
$1.17M +$39.1K +1,560 +3%