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Schwab Intermediately-Term US Treasury ETF

名稱 持股 交易金額 股數
變動
持股
變動
Perigon Wealth Management
51
Perigon Wealth Management
California
US$1582萬 +US$120萬 +48,656 +8%
Arax Advisory Partners
52
Arax Advisory Partners
Colorado
US$1561萬 +US$1565萬 +633,193 新
Madison Asset Management
53
Madison Asset Management
Wisconsin
US$1536萬 -US$388萬 -156,881 -20%
Walker Financial Services
54
Walker Financial Services
Kentucky
US$1473萬 +US$171萬 +69,102 +13%
WorthPointe
55
WorthPointe
California
US$1405萬 +US$31.7萬 +12,840 +2%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
US$1381萬 +US$94.8萬 +38,352 +7%
Franklin Resources
57
Franklin Resources
California
US$1332萬 +US$2.19萬 +884 +0.2%
Kelly Financial Services
58
Kelly Financial Services
Massachusetts
US$1300萬 +US$452萬 +182,904 +53%
Fiduciary Alliance
59
Fiduciary Alliance
South Carolina
US$1259萬 +US$12.4萬 +5,032 +1%
Tidal Investments
60
Tidal Investments
Wisconsin
US$1251萬 +US$45.7萬 +18,470 +4%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
US$1248萬 -US$71.7萬 -29,005 -5%
Holcombe Financial
62
Holcombe Financial
Georgia
US$1248萬 -US$13萬 -5,248 -1%
CWD
63
Clarity Wealth Development
Oregon
US$1239萬 +US$144萬 +58,202 +13%
Foundation Wealth Management (Pennsylvania)
64
Foundation Wealth Management (Pennsylvania)
Pennsylvania
US$1194萬 +US$63.1萬 +25,511 +6%
Vestmark Advisory Solutions
65
Vestmark Advisory Solutions
Massachusetts
US$1172萬 +US$1175萬 +475,171 新
Advocate Group
66
Advocate Group
Minnesota
US$1171萬 +US$111萬 +44,915 +10%
White Pine Investment Company
67
White Pine Investment Company
Michigan
US$1169萬 +US$36.8萬 +14,879 +3%
Attessa Capital
68
Attessa Capital
Arizona
US$1112萬 +US$70.5萬 +28,516 +7%
Walkner Condon Financial Advisors
69
Walkner Condon Financial Advisors
Wisconsin
US$1110萬 -US$5.48萬 -2,215 -0.5%
Raymond James Financial
70
Raymond James Financial
Florida
US$1108萬 +US$67.2萬 +27,197 +6%
Oakwell Private Wealth Management
71
Oakwell Private Wealth Management
Texas
US$1090萬 +US$21.5萬 +8,699 +2%
Diversify Wealth Management
72
Diversify Wealth Management
Utah
US$1063萬 -US$2097萬 -848,502 -66%
Diversify Advisory Services
73
Diversify Advisory Services
Utah
US$1063萬 +US$1076萬 +435,160 新
Park Avenue Securities
74
Park Avenue Securities
New York
US$1053萬 +US$808萬 +326,794 +327%
Integrity Alliance
75
Integrity Alliance
Iowa
US$1035萬 +US$381萬 +153,988 +58%