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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
301
BCS Wealth Management
Tennessee
$456K +$231K +9,182 +102%
PCWA
302
Pacific Capital Wealth Advisors
California
$451K
EFN
303
Equita Financial Network
Pennsylvania
$451K -$12.7K -506 -3%
Truist Financial
304
Truist Financial
North Carolina
$448K -$19.6K -777 -4%
PA
305
PFG Advisors
Arizona
$442K +$13.2K +523 +3%
WIA
306
World Investment Advisors
California
$439K +$441K +17,504 New
KWM
307
Kingsview Wealth Management
Oregon
$438K -$1.97M -78,275 -82%
LFG
308
Larson Financial Group
Missouri
$432K -$20.9K -830 -5%
JESC
309
J.E. Simmons & Co
Texas
$428K +$430K +17,073 New
UWS
310
Unique Wealth Strategies
Illinois
$425K +$48.4K +1,925 +13%
PFA
311
Portland Financial Advisors
New York
$422K +$1.01K +40 +0.2%
CAL
312
Capital Analysts LLC
Pennsylvania
$419K +$2.34K +93 +0.6%
IAN
313
Integrated Advisors Network
Texas
$418K -$7.12K -283 -2%
BSB
314
Bangor Savings Bank
Maine
$416K -$70K -2,782 -14%
CCM
315
Compass Capital Management
Minnesota
$404K +$1.91K +76 +0.5%
RA
316
RFG Advisory
Alabama
$395K +$47.6K +1,893 +14%
LNWTC
317
Laird Norton Wetherby Trust Company
Washington
$392K +$72K +2,862 +22%
UBS AM
318
UBS AM
Illinois
$389K +$391K +15,523 New
RI
319
Rinkey Investments
California
$389K -$377 -15 -0.1%
RF
320
rebel Financial
Ohio
$388K +$389K +15,473 New
FA
321
FC Advisory
Pennsylvania
$382K +$3.55K +141 +0.9%
CFA
322
Churchill Financial Advisors
Kentucky
$378K +$380K +15,081 New
CD
323
Chapin Davis
Maryland
$376K
NA
324
Note Advisors
New York
$374K
BCI
325
Brinker Capital Investments
Pennsylvania
$374K +$138K +5,502 +58%