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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
326
Lido Advisors
California
$239K +$235K +9,609 New
TW
327
Transform Wealth
Colorado
$237K
HWM
328
HB Wealth Management
Georgia
$236K -$18.7K -763 -7%
SF
329
Seek First
California
$232K +$228K +9,330 New
LIA
330
LBMC Investment Advisors
Tennessee
$228K -$3.23K -132 -1%
RF
331
RHS Financial
California
$224K -$99K -4,044 -31%
MIA
332
Milestone Investment Advisors
Wisconsin
$222K
PWM
333
Purus Wealth Management
California
$221K +$6.98K +285 +3%
FPWM
334
FSB Premier Wealth Management
Iowa
$220K +$3.21K +131 +2%
EWA
335
EP Wealth Advisors
California
$220K +$217K +8,846 New
LA
336
Lifeworks Advisors
Michigan
$219K +$11.3K +460 +6%
CIAS
337
CFS Investment Advisory Services
New Jersey
$218K +$8.05K +329 +4%
XT
338
XTX Topco
Cayman Islands
$215K +$212K +8,645 New
HR
339
Howe & Rusling
New York
$212K +$197K +8,065 +1,684%
SPIA
340
Steward Partners Investment Advisory
New York
$211K +$73.1K +2,985 +54%
BWM
341
BCS Wealth Management
Tennessee
$205K -$22.1K -901 -10%
IA
342
Integrity Alliance
Iowa
$205K +$202K +8,245 New
IAIM
343
International Assets Investment Management
Florida
$204K +$201K +8,207 New
WFA
344
Wade Financial Advisory
California
$204K -$5.8K -237 -3%
G
345
GenTrust
Florida
$203K +$200K +8,150 New
AIM
346
Acropolis Investment Management
Missouri
$202K
GSF
347
Grove Street Fiduciary
New Hampshire
$201K +$198K +8,085 New
VST
348
Van Strum & Towne
California
$200K +$197K +8,050 New
SAM
349
Smartleaf Asset Management
Massachusetts
$200K +$78.2K +3,195 +66%
CCM
350
Coldstream Capital Management
Washington
$194K +$191K +7,795 New