Want to track SCHR and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
Schwab Intermediate-Term U.S. Treasury ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Michael Corrigan Advocate Group LLC | 474,914 | $11.8M | $11.32M | -$475,061.44 | -4.03% |
 Jeff Ameen Spire Wealth Management | 91,879 | $2.32M | $2.19M | -$124,136.78 | -5.36% |
 Daren Blonski Fermata Advisors LLC | 186,303 | $4.57M | $4.45M | -$119,603.32 | -2.62% |
 Jonathan Guyton Cornerstone Wealth Advisors Inc. | 4.28M | $107.51M | $102.29M | -$5.22M | -4.86% |
 Dipen Mehta Invst LLC | 10,817 | $271,100.52 | $257,931.36 | -$13,169.16 | -4.86% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 15,805 | $395,761.58 | $377,344.37 | -$18,417.21 | -4.65% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 38,064 | $943,806.32 | $907,636.08 | -$36,170.24 | -3.83% |
 Sima Elimelech Activest Wealth Management | 1 | $24.91 | $23.75 | -$1.16 | -4.66% |
| WB William Bromley Innova Wealth Partners | 37,754 | $931,013.64 | $901,943.06 | -$29,070.58 | -3.12% |
 Brian Baylis Bell Investment Advisors Inc. | 14,915 | $373,563.84 | $355,871.9 | -$17,691.94 | -4.74% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 56,923 | $1.4M | $1.36M | -$40,172.64 | -2.87% |
| MR Michael Ryan Whelan Financial | 10,845 | $267,437.7 | $258,924.37 | -$8,513.33 | -3.18% |
 Nathan C. Goodman Family Investment Center Inc. | 22,848 | $566,854.54 | $545,267.52 | -$21,587.02 | -3.81% |
 Olalekan F. Adeduji Washington Trust Advisors Inc. | 8,925 | $221,875.5 | $212,995.12 | -$8,880.38 | -4% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 36,371 | $896,238.63 | $863,811.25 | -$32,427.38 | -3.62% |
 Bill Ryan Manhattan West Asset Management LLC | 37,930 | $928,570.86 | $905,958.05 | -$22,612.81 | -2.44% |
 Candace Cavalier Congress Wealth Management LLC / DE / | 37,463 | $919,817.96 | $894,803.75 | -$25,014.21 | -2.72% |
 Matt Shibata Morling Financial Advisors LLC | 1 | $25.13 | $23.86 | -$1.27 | -5.05% |
 Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 38,040 | $950,486.58 | $908,395.2 | -$42,091.38 | -4.43% |
 Sara S. Alexander Sonora Investment Management Group LLC | 14,351 | $362,285.96 | $342,142.19 | -$20,143.77 | -5.56% |
2026 © Marketlog. All Rights Reserved.
