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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
276
Rockbridge Investment Management
New York
$536K +$1.15K +46 +0.2%
NFW
277
Noble Family Wealth
Florida
$533K
MM
278
Meridian Management
Arkansas
$527K -$209K -8,368 -29%
HCP
279
Hardin Capital Partners
South Carolina
$519K -$19.1K -766 -4%
TCM
280
Twele Capital Management
Minnesota
$514K +$22.8K +911 +5%
WAM
281
WNY Asset Management
New York
$507K +$525 +21 +0.1%
EI
282
eCIO Inc
Wisconsin
$502K +$20.9K +836 +4%
KPP
283
Kings Path Partners
Texas
$501K -$1.57K -63 -0.3%
FIC
284
Family Investment Center
Missouri
$497K +$4.77K +191 +1%
BSB
285
Bangor Savings Bank
Maine
$487K -$14.3K -574 -3%
MA
286
Mutual Advisors
Nebraska
$486K -$64.8K -2,593 -12%
TCM
287
Tran Capital Management
California
$486K
AIA
288
Accelerate Investment Advisors
California
$472K +$2.52K +101 +0.5%
Truist Financial
289
Truist Financial
North Carolina
$469K +$35K +1,401 +8%
EFN
290
Equita Financial Network
Pennsylvania
$464K -$71.4K -2,859 -13%
CPG
291
Cornerstone Planning Group
New Jersey
$460K +$483K +19,324 New
LFG
292
Larson Financial Group
Missouri
$454K -$134K -5,360 -23%
PCWA
293
Pacific Capital Wealth Advisors
California
$452K +$449K +17,969 New
MOS
294
MGO One Seven
Ohio
$434K -$33.9K -1,357 -7%
RWM
295
RKL Wealth Management
Pennsylvania
$433K -$131K -5,223 -23%
PA
296
PFG Advisors
Arizona
$429K +$427K +17,084 New
IAN
297
Integrated Advisors Network
Texas
$426K +$9.87K +395 +2%
PFA
298
Portland Financial Advisors
New York
$422K -$3.25K -130 -0.8%
CAL
299
Capital Analysts LLC
Pennsylvania
$418K +$93.8K +3,755 +29%
CCM
300
Compass Capital Management
Minnesota
$403K +$401K +16,043 New