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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

Name Holding Trade Value Shares
Change 		Change in
Stake
XPN
301
XY Planning Network
Montana
$397K – – –
RI
302
Rinkey Investments
California
$390K +$388K +15,508 New
FA
303
FC Advisory
Pennsylvania
$379K +$2.7K +108 +0.7%
UWS
304
Unique Wealth Strategies
Illinois
$378K -$133K -5,320 -26%
CD
305
Chapin Davis
Maryland
$376K +$374K +14,973 New
NA
306
Note Advisors
New York
$376K +$11.2K +450 +3%
MC
307
Moors & Cabot
Massachusetts
$375K -$110K -4,420 -23%
SIMG
308
Sonora Investment Management Group
Arizona
$361K -$10.9K -437 -3%
LAIC
309
Lederer & Associates Investment Counsel
California
$356K -$107K -4,282 -23%
RA
310
RFG Advisory
Alabama
$349K +$16.9K +678 +5%
CMP
311
Coston McIsaac & Partners
Maine
$337K +$3.17K +127 +1%
MWP
312
Meridian Wealth Partners
Pennsylvania
$335K +$3.22K +129 +1%
RC
313
Roundview Capital
New Jersey
$325K +$36.8K +1,471 +13%
LNWTC
314
Laird Norton Wetherby Trust Company
Washington
$321K +$319K +12,756 New
AAS
315
Asset Allocation Strategies
Michigan
$320K +$45.5K +1,821 +17%
SB
316
Strategic Blueprint
Georgia
$318K +$91.1K +3,646 +40%
FCB
317
First County Bank
Connecticut
$318K +$14.8K +591 +5%
LAM
318
L2 Asset Management
Massachusetts
$315K -$21.6K -865 -6%
CBA
319
Coastal Bridge Advisors
Connecticut
$309K +$36.9K +1,476 +14%
JWCA
320
J.W. Cole Advisors
Florida
$298K +$4.2K +168 +1%
SA
321
Seneschal Advisors
Washington
$293K -$307K -12,270 -51%
WAM
322
Worth Asset Management
Texas
$282K -$128K -5,104 -31%
EAM
323
Evanson Asset Management
California
$282K +$2.7K +108 +1%
PP
324
Patten & Patten
Tennessee
$280K – – –
HCM
325
Hollencrest Capital Management
California
$276K -$39.9K -1,597 -13%
11 12
13
14 15