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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ALWM
276
Andrews Lucia Wealth Management
California
$244K
TW
277
TrinityPoint Wealth
Connecticut
$243K +$4.5K +180 +2%
AA
278
AlphaQ Advisors
Florida
$238K
ACG
279
Allen Capital Group
Nebraska
$237K -$34.8K -1,392 -13%
Renaissance Technologies
280
Renaissance Technologies
New York
$237K +$234K +9,356 New
LIA
281
LBMC Investment Advisors
Tennessee
$236K
SWG
282
Summit Wealth Group
Vermont
$230K
KC
283
Kades & Cheifetz
Pennsylvania
$230K +$2.05K +82 +0.9%
NHT
284
New Hampshire Trust
New Hampshire
$227K +$11.3K +454 +5%
MIA
285
Milestone Investment Advisors
Wisconsin
$225K
EWM
286
Empirical Wealth Management
Washington
$225K -$154K -6,170 -41%
PWM
287
Purus Wealth Management
California
$218K +$215K +8,600 New
ACM
288
Absolute Capital Management
Pennsylvania
$217K -$113K -4,538 -35%
WFA
289
Wade Financial Advisory
California
$213K -$67.5K -2,700 -24%
CAC
290
Certified Advisory Corp
Florida
$207K +$204K +8,168 New
AIM
291
Acropolis Investment Management
Missouri
$206K
VST
292
Van Strum & Towne
California
$204K +$201K +8,050 New
UB
293
UMB Bank
Missouri
$193K
WOSD
294
WFA of San Diego
California
$190K
Citigroup
295
Citigroup
New York
$189K +$115K +4,604 +162%
HGERS
296
Householder Group Estate & Retirement Specialist
Arizona
$176K
PA
297
Pineridge Advisors
Missouri
$175K +$79.7K +3,188 +85%
RF
298
Robinswood Financial
Washington
$173K +$16.5K +660 +11%
CAL
299
Capital Analysts LLC
Pennsylvania
$163K -$52.5K -2,102 -25%
AAG
300
Armstrong Advisory Group
Massachusetts
$163K +$158K +6,322 +5,268%