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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
301
Bank of New York Mellon
New York
-$455K -15,632 Closed
TW
302
Towerpoint Wealth
California
-$378K -12,990 Closed
CFA
303
Carroll Financial Associates
North Carolina
-$328K -11,288 Closed
NRI
304
NFP Retirement Inc
California
-$256K -8,810 Closed
BCM
305
Brookstone Capital Management
Illinois
-$231K -7,948 Closed
HBCM
306
Heron Bay Capital Management
Michigan
-$201K -6,898 Closed
KCM
307
Kathmere Capital Management
Pennsylvania
-$145K -4,968 Closed
SIS
308
SVB Investment Services
Utah
-$89K -3,070 Closed
SIAG
309
Signet Investment Advisory Group
Rhode Island
-$77K -2,634 Closed
CDIA
310
Capital Directions Investment Advisors
Georgia
-$60K -2,060 Closed
BWA
311
Burt Wealth Advisors
Maryland
-$58K -2,000 Closed
AWG
312
Altus Wealth Group
Colorado
-$55K -1,894 Closed
FWM
313
Filbrandt Wealth Management
Wisconsin
-$50K -1,708 Closed
CIA
314
Cascade Investment Advisors
Oregon
-$43.7K -1,500 Closed
FCH
315
Freestone Capital Holdings
Washington
-$37.1K -1,274 Closed
BC
316
Barnett & Company
Tennessee
-$30K -1,040 Closed
CYG
317
Clean Yield Group
Vermont
-$5K -188 Closed
FCM
318
Firestone Capital Management
Florida
-$4K -150 Closed
SQA
319
Simon Quick Advisors
New Jersey
-$4K -140 Closed
CA
320
Clearstead Advisors
Ohio
-$3K -120 Closed
PCA
321
Providence Capital Advisors
North Carolina
-$3K -104 Closed
CAL
322
Capital Analysts LLC
Pennsylvania
-$1K -28 Closed
AF
323
Allworth Financial
California
-$57 -2 -50%
PA
324
Parallel Advisors
California
+$115 +4 New
GWSG
325
GPS Wealth Strategies Group
Colorado
+$516 +18 New