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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
276
Moors & Cabot
Massachusetts
$407K -$576K -23,517 -59%
VCM
277
Vision Capital Management
Oregon
$406K -$15.4K -631 -4%
TPI
278
Trust Point Inc
Wisconsin
$403K -$31.7K -1,295 -7%
FPAS
279
Focus Partners Advisor Solutions
Missouri
$400K +$394K +16,074 New
CAMG
280
CWA Asset Management Group
Florida
$399K +$393K +16,067 New
SA
281
Sanctuary Advisors
Indiana
$394K +$156K +6,362 +67%
NA
282
Note Advisors
New York
$394K – – –
HAS
283
HBW Advisory Services
California
$391K +$15.7K +642 +4%
MOS
284
MGO One Seven
Ohio
$382K -$29K -1,185 -7%
NHT
285
New Hampshire Trust
New Hampshire
$380K -$21.7K -888 -5%
FA
286
FC Advisory
Pennsylvania
$370K +$1.79K +73 +0.5%
WIA
287
World Investment Advisors
California
$370K +$364K +14,872 New
FCB
288
First County Bank
Connecticut
$367K +$361K +14,744 New
SA
289
Seneschal Advisors
Washington
$365K -$5.12K -209 -1%
OIA
290
OneDigital Investment Advisors
Kansas
$341K -$433K -17,703 -56%
MWP
291
Meridian Wealth Partners
Pennsylvania
$327K +$171 +7 +0.1%
CMP
292
Coston McIsaac & Partners
Maine
$327K -$9.26K -378 -3%
SGAM
293
Stephens Group Asset Management
Arkansas
$325K -$2.13M -87,035 -87%
CAL
294
Capital Analysts LLC
Pennsylvania
$322K +$90.2K +3,685 +40%
CA
295
Claro Advisors
Massachusetts
$318K +$10.7K +436 +4%
P
296
&Partners
Tennessee
$314K +$310K +12,656 New
HCM
297
Hollencrest Capital Management
California
$313K -$33.3K -1,360 -10%
LAM
298
L2 Asset Management
Massachusetts
$312K – – –
AIA
299
Accelerate Investment Advisors
California
$307K +$302K +12,336 New
RI
300
Ridgewood Investments
New Jersey
$306K -$122K -5,000 -29%
10 11
12
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