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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GM
226
GeoWealth Management
Illinois
$135K +$9.88K +362 +8%
AIC
227
Archer Investment Corporation
Indiana
$134K -$5.24K -192 -4%
GP
228
Greenline Partners
New York
$128K -$318K -11,638 -71%
KSWA
229
Kathleen S. Wright Associates
Pennsylvania
$126K +$90.6K +3,318 +237%
HR
230
Howe & Rusling
New York
$120K
VCM
231
Versant Capital Management
Arizona
$116K -$928 -34 -0.8%
MAM
232
Marquette Asset Management
Minnesota
$113K
MCA
233
Maryland Capital Advisors
Maryland
$112K
T
234
TCWP
Ohio
$102K +$105K +3,858 New
William Blair & Company
235
William Blair & Company
Illinois
$97K +$655 +24 +0.7%
AF
236
Advisornet Financial
Minnesota
$89K +$2.95K +108 +3%
CFFP
237
Center for Financial Planning
Michigan
$69K +$109 +4 +0.2%
IA
238
IFP Advisors
Florida
$64K +$54.5K +1,996 +1,331%
PFBT
239
Parkside Financial Bank & Trust
Missouri
$55K
Jones Financial Companies
240
Jones Financial Companies
Missouri
$50K +$51.6K +1,888 New
TWM
241
Tradition Wealth Management
Minnesota
$49K
Rockefeller Capital Management
242
Rockefeller Capital Management
New York
$49K +$27.1K +992 +114%
IRC
243
Investors Research Corp
Georgia
$47K
MA
244
MUFG Americas
New York
$47K +$48.1K +1,760 New
MAM
245
Meeder Asset Management
Ohio
$45K
BlackRock
246
BlackRock
New York
$45K +$4.97K +182 +12%
ADL
247
Asset Dedication LLC
California
$44K
BCWM
248
Bartlett & Co Wealth Management
Ohio
$43.3K +$44.5K +1,628 New
TCM
249
Tradewinds Capital Management
Washington
$43K
BC
250
Bartlett & Co
Ohio
$43K +$44.5K +1,628 New