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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
226
Betterment LLC
New York
$305K +$24.8K +1,020 +9%
RI
227
Ridgewood Investments
New Jersey
$301K
WA
228
WBH Advisory
Maryland
$301K -$195K -8,030 -39%
HAS
229
HBW Advisory Services
California
$290K +$295K +12,102 New
ACG
230
Allen Capital Group
Nebraska
$287K -$35.7K -1,468 -11%
APC
231
Asset Planning Corporation
Tennessee
$286K +$1.41K +58 +0.5%
CWP
232
Concord Wealth Partners
Virginia
$281K
AWC
233
Adamsbrown Wealth Consultants
Kansas
$280K -$12.1K -496 -4%
BWL
234
Bogart Wealth LLC
Virginia
$275K
PWM
235
Perigon Wealth Management
California
$267K -$187K -7,666 -41%
Prudential Financial
236
Prudential Financial
New Jersey
$266K +$49.1K +2,016 +22%
FFA
237
Farther Finance Advisors
California
$266K -$4.72K -194 -2%
EWA
238
Exencial Wealth Advisors
Oklahoma
$261K +$265K +10,880 New
LFG
239
Lockerman Financial Group
California
$256K
KPWS
240
Kestra Private Wealth Services
Texas
$255K +$259K +10,652 New
NHT
241
New Hampshire Trust
New Hampshire
$250K +$254K +10,444 New
EAM
242
Evanson Asset Management
California
$250K +$2.34K +96 +0.9%
IC
243
IEQ Capital
California
$248K -$48.3K -1,986 -16%
SIMG
244
Sonora Investment Management Group
Arizona
$243K +$246K +10,122 New
ALWM
245
Andrews Lucia Wealth Management
California
$240K
ZF
246
Zhang Financial
Michigan
$233K -$251K -10,294 -51%
SAG
247
SageView Advisory Group
California
$231K -$15.7K -644 -6%
TW
248
TrinityPoint Wealth
Connecticut
$228K +$7.98K +328 +4%
KC
249
Kades & Cheifetz
Pennsylvania
$224K +$633 +26 +0.3%
FPWM
250
FSB Premier Wealth Management
Iowa
$223K