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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1
Pinnacle Advisory Group
Maryland
$50.2M +$51.3M +1,904,150 New
CSIA
2
Charles Schwab Investment Advisory
California
$14.1M +$14.5M +537,118 New
Charles Schwab
3
Charles Schwab
California
$5.2M +$5.32M +197,558 New
VCP
4
Vista Capital Partners
Oregon
$3.53M +$3.61M +133,938 New
TCM
5
Twele Capital Management
Minnesota
$3.23M +$3.3M +122,620 New
KCG
6
Knight Capital Group
$1.94M +$1.99M +73,798 New
LIM
7
Leavell Investment Management
Alabama
$1.58M +$1.62M +60,000 New
WA
8
Waverly Advisors
Alabama
$1.28M +$1.31M +48,724 New
LYV
9
Live Your Vision
Pennsylvania
$988K +$1.02M +37,746 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$648K +$663K +24,588 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$539K +$552K +20,476 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$469K +$480K +17,796 New
TFA
13
Transamerica Financial Advisors
Florida
$442K +$451K +16,754 New
AAM
14
Autus Asset Management
Arizona
$382K +$390K +14,490 New
LPL Financial
15
LPL Financial
California
$375K +$384K +14,238 New
Jane Street
16
Jane Street
New York
$344K +$352K +13,058 New
QCMC
17
Quantum Capital Management (California)
California
$303K +$310K +11,496 New
U
18
UBS
Switzerland
$80K +$82K +3,042 New
CDIA
19
Capital Directions Investment Advisors
Georgia
$65K +$67K +2,486 New
MAS
20
Madden Advisory Services
Florida
$63K +$64.9K +2,410 New
BC
21
Bartlett & Co
Ohio
$47K +$48.5K +1,800 New
Bank of America
22
Bank of America
North Carolina
$20K +$20.5K +762 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$4K +$4.26K +158 New
RIA
24
Regal Investment Advisors
Michigan
– +$54 +2 New
Wells Fargo
25
Wells Fargo
California
– +$54 +2 New