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Schwab Intermediately-Term US Treasury ETF
SCHR

Name Holding Trade Value Shares
Change 		Change in
Stake
SAW
301
Signal Advisors Wealth
Michigan
$489K +$61.4K +2,485 +14%
MA
302
Mutual Advisors
Nebraska
$486K +$10.4K +419 +2%
MKA
303
M. Kulyk & Associates
Georgia
$485K -$195K -7,896 -29%
AIA
304
Accelerate Investment Advisors
California
$462K +$2.3K +93 +0.5%
HCP
305
Hardin Capital Partners
South Carolina
$462K -$24.7K -1,000 -5%
UWS
306
Unique Wealth Strategies
Illinois
$461K +$2.97K +120 +0.6%
KPP
307
Kings Path Partners
Texas
$450K +$12.7K +513 +3%
MWM
308
MBE Wealth Management
Wisconsin
$449K +$10K +405 +2%
PCWA
309
Pacific Capital Wealth Advisors
California
$443K – – –
VWM
310
Vermillion Wealth Management
Minnesota
$441K -$103K -4,151 -19%
TFA
311
Transamerica Financial Advisors
Florida
$440K +$199K +8,059 +82%
PCM
312
Parsons Capital Management
Rhode Island
$434K -$83.6K -3,383 -16%
CAL
313
Capital Analysts LLC
Pennsylvania
$426K -$13.1K -529 -3%
VFS
314
Valpey Financial Services
New Hampshire
$413K +$97K +3,926 +31%
PA
315
PFG Advisors
Arizona
$408K -$31.6K -1,277 -7%
VERPA
316
Virginia Estate & Retirement Planning Advisors
Virginia
$404K +$9.99M +404,337 New
IAN
317
Integrated Advisors Network
Texas
$401K – – –
WAM
318
WNY Asset Management
New York
$400K -$1.98K -80 -0.5%
BCI
319
Brinker Capital Investments
Pennsylvania
$395K +$116K +4,694 +42%
NFW
320
Noble Family Wealth
Florida
$394K – – –
JESC
321
J.E. Simmons & Co
Texas
$393K – – –
FPAS
322
Focus Partners Advisor Solutions
Missouri
$390K +$23.1K +934 +6%
RA
323
RFG Advisory
Alabama
$383K -$222 -9 -0.1%
FA
324
FC Advisory
Pennsylvania
$380K +$2.74K +111 +0.7%
EWA
325
EP Wealth Advisors
California
$374K +$375K +15,155 New
11 12
13
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