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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
276
LBMC Investment Advisors
Tennessee
$232K – – –
CIA
277
Concurrent Investment Advisors
Florida
$229K +$223K +9,216 New
RA
278
RFG Advisory
Alabama
$227K +$220K +9,116 New
TWA
279
TCI Wealth Advisors
Arizona
$226K -$2.22K -92 -1%
AA
280
AlphaQ Advisors
Florida
$226K +$10.4K +430 +5%
FPAS
281
Focus Partners Advisor Solutions
Missouri
$224K -$418K -17,288 -66%
ACG
282
Allen Capital Group
Nebraska
$222K -$75.5K -3,126 -26%
BWM
283
BCS Wealth Management
Tennessee
$221K +$1.89K +78 +0.9%
SPC
284
Sigma Planning Corp
Michigan
$221K -$435K -17,992 -67%
SWA
285
SFMG Wealth Advisors
Texas
$207K +$201K +8,336 New
NWM
286
Northwest Wealth Management
Iowa
$206K +$200K +8,274 New
AWC
287
Adamsbrown Wealth Consultants
Kansas
$206K -$82.1K -3,400 -29%
TW
288
TrinityPoint Wealth
Connecticut
$206K -$30.3K -1,254 -13%
AIM
289
Acropolis Investment Management
Missouri
$202K +$34.8K +1,440 +22%
UB
290
UMB Bank
Missouri
$190K – – –
GRP
291
Global Retirement Partners
California
$182K -$17.9K -740 -9%
CHA
292
Carmichael Hill & Associates
Maryland
$173K – – –
HGERS
293
Householder Group Estate & Retirement Specialist
Arizona
$173K – – –
HCP
294
Hexagon Capital Partners
Arkansas
$163K +$107K +4,412 +206%
FAM
295
Family Asset Management
South Carolina
$157K +$115K +4,774 +308%
CJ
296
Caitlin John
Michigan
$155K +$150K +6,224 New
OP
297
ORG Partners
Indiana
$151K -$311K -12,888 -68%
ASN
298
Advisory Services Network
Georgia
$139K +$135K +5,600 New
NS
299
NBC Securities
Alabama
$138K -$12.8K -530 -9%
NB
300
NBT Bank
New York
$133K +$129K +5,348 New
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