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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
251
Private Advisor Group
New Jersey
$899K -$52K -2,102 -5%
NA
252
NewEdge Advisors
Louisiana
$893K -$299K -12,078 -25%
BHPW
253
Beverly Hills Private Wealth
California
$887K -$1.04M -42,051 -54%
XPN
254
XY Planning Network
Montana
$877K +$201K +8,144 +30%
EWA
255
EverSource Wealth Advisors
Alabama
$872K -$94.6K -3,827 -10%
FT
256
Fiduciary Trust
Massachusetts
$865K
IWM
257
IHT Wealth Management
Illinois
$847K -$62K -2,510 -7%
AIM
258
Advyzon Investment Management
Illinois
$846K -$209K -8,447 -20%
BPA
259
Beacon Pointe Advisors
California
$816K +$156K +6,309 +24%
MFG
260
Merit Financial Group
Georgia
$797K +$41.6K +1,685 +6%
SFO
261
Stokes Family Office
Louisiana
$792K -$23.9M -965,027 -97%
CA
262
CoreCap Advisors
Michigan
$786K -$419K -16,935 -35%
WJA
263
Willis Johnson & Associates
Texas
$778K -$87.4K -3,534 -10%
OFS
264
OneAscent Financial Services
Alabama
$740K -$43.9K -1,778 -6%
RIA
265
Regal Investment Advisors
Michigan
$740K +$742K +30,016 New
HFS
266
Horizon Financial Services
North Carolina
$734K -$289K -11,698 -28%
IAA
267
Independent Advisor Alliance
North Carolina
$722K +$69.5K +2,811 +11%
AAM
268
Advisors Asset Management
Colorado
$722K +$185K +7,473 +34%
IDA
269
Intelligence Driven Advisers
California
$714K -$39.8M -1,611,740 -98%
PAYA
270
Phil A. Younker & Associates
Alaska
$712K -$1.27M -51,577 -64%
RRA
271
Red Reef Advisors
Florida
$706K -$11.4K -461 -2%
Empower Advisory Group
272
Empower Advisory Group
Colorado
$700K +$45.6K +1,844 +7%
TS
273
TradeWell Securities
Indiana
$699K +$304K +12,286 +76%
HAG
274
HighPoint Advisor Group
Illinois
$694K -$6.85K -277 -1%
PFA
275
Portland Financial Advisors
New York
$690K +$51.8K +2,097 +8%