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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCA
326
Maryland Capital Advisors
Maryland
$4.78K -$12.4K -494 -72%
PP
327
Pacifica Partners
Canada
$4.4K
EBA
328
Eagle Bay Advisors
New York
$4.35K
AssetMark Inc
329
AssetMark Inc
California
$4.14K -$43.8M -1,747,316 -100%
WTC
330
WhitTier Trust Company
Nevada
$3.89K
PO
331
Private Ocean
California
$3.55K +$3.61K +144 New
MSFP
332
Mark Sheptoff Financial Planning
Connecticut
$3.2K
TFGT
333
TS Financial Group (TSFG)
Illinois
$3K
BLC
334
Brown, Lisle/Cummings
Rhode Island
$2.86K
SWA
335
Sutton Wealth Advisors
Florida
$2.81K
RA
336
Rise Advisors
New York
$2.64K +$50 +2 +2%
KFI
337
Key Financial Inc
Pennsylvania
$2.42K
BAM
338
Bellevue Asset Management
Washington
$2.12K
FMP
339
Financial Management Professionals
Texas
$2K
NIC
340
Northwest Investment Counselors
Oregon
$1.97K
MFC
341
Morris Financial Concepts
South Carolina
$1.43K
AIM
342
Anchor Investment Management
South Carolina
$1.28K
TFA
343
Transamerica Financial Advisors
Florida
$1K
IPW
344
Impact Partnership Wealth
Georgia
$887 +$902 +36 New
VCM
345
Versant Capital Management
Arizona
$857 -$6.62K -264 -89%
TAM
346
Tucker Asset Management
Colorado
$739
LC
347
Lindbrook Capital
California
$690
SMA
348
Sage Mountain Advisors
Georgia
$641 +$651 +26 New
FCAG
349
First Capital Advisors Group
New Jersey
$618 +$50 +2 +8%
EWP
350
Elevation Wealth Partners
California
$592 +$601 +24 New