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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
301
Mutual Advisors
Nebraska
$486K +$10.4K +419 +2%
MKA
302
M. Kulyk & Associates
Georgia
$485K -$195K -7,896 -29%
AIA
303
Accelerate Investment Advisors
California
$462K +$2.3K +93 +0.5%
HCP
304
Hardin Capital Partners
South Carolina
$462K -$24.7K -1,000 -5%
UWS
305
Unique Wealth Strategies
Illinois
$461K +$2.97K +120 +0.6%
KPP
306
Kings Path Partners
Texas
$450K +$12.7K +513 +3%
MWM
307
MBE Wealth Management
Wisconsin
$449K +$10K +405 +2%
PCWA
308
Pacific Capital Wealth Advisors
California
$443K – – –
VWM
309
Vermillion Wealth Management
Minnesota
$441K -$103K -4,151 -19%
TFA
310
Transamerica Financial Advisors
Florida
$440K +$199K +8,059 +82%
PCM
311
Parsons Capital Management
Rhode Island
$434K -$83.6K -3,383 -16%
CAL
312
Capital Analysts LLC
Pennsylvania
$426K -$13.1K -529 -3%
VFS
313
Valpey Financial Services
New Hampshire
$413K +$97K +3,926 +31%
PA
314
PFG Advisors
Arizona
$408K -$31.6K -1,277 -7%
VERPA
315
Virginia Estate & Retirement Planning Advisors
Virginia
$404K +$9.99M +404,337 New
IAN
316
Integrated Advisors Network
Texas
$401K – – –
WAM
317
WNY Asset Management
New York
$400K -$1.98K -80 -0.5%
BCI
318
Brinker Capital Investments
Pennsylvania
$395K +$116K +4,694 +42%
NFW
319
Noble Family Wealth
Florida
$394K – – –
JESC
320
J.E. Simmons & Co
Texas
$393K – – –
FPAS
321
Focus Partners Advisor Solutions
Missouri
$390K +$23.1K +934 +6%
RA
322
RFG Advisory
Alabama
$383K -$222 -9 -0.1%
FA
323
FC Advisory
Pennsylvania
$380K +$2.74K +111 +0.7%
EWA
324
EP Wealth Advisors
California
$374K +$375K +15,155 New
NA
325
Note Advisors
New York
$369K – – –
11 12
13
14 15