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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
326
Bell Investment Advisors
California
$368K -$467K -18,905 -56%
CD
327
Chapin Davis
Maryland
$366K -$3.61K -146 -1%
TDB
328
Thompson David Blair
$365K – – –
FWI
329
Facet Wealth Inc
Maryland
$362K -$190K -7,673 -34%
SPW
330
Sonoma Private Wealth
California
$356K – – –
RI
331
Rinkey Investments
California
$351K – – –
LAIC
332
Lederer & Associates Investment Counsel
California
$351K -$7.49K -303 -2%
PFM
333
Professional Financial Management
Wisconsin
$349K +$96.8K +3,915 +38%
GM
334
GeoWealth Management
Illinois
$346K +$148K +6,004 +75%
CCM
335
Compass Capital Management
Minnesota
$345K -$20.8K -843 -6%
SA
336
Seneschal Advisors
Washington
$342K +$65.8K +2,663 +24%
ASN
337
Advisory Services Network
Georgia
$334K -$416K -16,850 -55%
LWM
338
LongView Wealth Management
Georgia
$333K +$116K +4,700 +53%
TH
339
Transmarket Holdings
Illinois
$326K +$327K +13,229 New
CBA
340
Coastal Bridge Advisors
Connecticut
$325K +$7.04K +285 +2%
MM
341
Meridian Management
Arkansas
$321K -$5.07K -205 -2%
SPC
342
Sigma Planning Corp
Michigan
$320K -$79.2K -3,203 -20%
KF
343
Krilogy Financial
Missouri
$316K +$111K +4,484 +54%
CMP
344
Coston McIsaac & Partners
Maine
$315K -$19.4K -784 -6%
JWCA
345
J.W. Cole Advisors
Florida
$314K +$315K +12,748 New
LAM
346
L2 Asset Management
Massachusetts
$313K +$3.06K +124 +1%
RCS
347
R2 Capital Strategies
Nebraska
$305K +$306K +12,364 New
JIC
348
Johnson Investment Counsel
Ohio
$294K – – –
SWASL
349
Spartan Wealth Advisory Services LLC
Michigan
$293K +$66.7K +2,700 +29%
ACG
350
Allen Capital Group
Nebraska
$292K +$13.9K +561 +5%
12 13
14
15 16