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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
326
Focus Partners Advisor Solutions
Missouri
$370K +$54.2K +2,164 +17%
CCM
327
Compass Capital Management
Minnesota
$369K -$32.5K -1,295 -8%
TDB
328
Thompson David Blair
$368K
LAIC
329
Lederer & Associates Investment Counsel
California
$362K +$3.38K +135 +0.9%
SPW
330
Sonoma Private Wealth
California
$360K -$1.01M -40,446 -74%
RI
331
Rinkey Investments
California
$355K -$31.1K -1,242 -8%
CAC
332
Certified Advisory Corp
Florida
$352K +$85.7K +3,419 +32%
EFG
333
Ethos Financial Group
Pennsylvania
$345K -$1.53M -60,899 -81%
CMP
334
Coston McIsaac & Partners
Maine
$338K +$276 +11 +0.1%
SB
335
Strategic Blueprint
Georgia
$333K +$9.5K +379 +3%
KWM
336
Kingsview Wealth Management
Oregon
$332K -$103K -4,126 -24%
MM
337
Meridian Management
Arkansas
$330K -$295K -11,777 -47%
CBA
338
Coastal Bridge Advisors
Connecticut
$321K +$11.6K +463 +4%
VFS
339
Valpey Financial Services
New Hampshire
$319K +$602 +24 +0.2%
PNC Financial Services Group
340
PNC Financial Services Group
Pennsylvania
$314K +$30.7K +1,223 +11%
LAM
341
L2 Asset Management
Massachusetts
$313K +$927 +37 +0.3%
SW
342
Simplicity Wealth
New Jersey
$310K -$788K -31,424 -72%
JIC
343
Johnson Investment Counsel
Ohio
$297K +$299K +11,912 New
BPW
344
BLVD Private Wealth
Kentucky
$294K -$5.61M -223,813 -95%
QCM
345
Quantinno Capital Management
New York
$293K +$47.8K +1,907 +19%
BSB
346
Bangor Savings Bank
Maine
$292K -$122K -4,870 -29%
P
347
&Partners
Tennessee
$289K +$307K +12,255 New
AAS
348
Asset Allocation Strategies
Michigan
$289K +$10.5K +419 +4%
EAM
349
Evanson Asset Management
California
$284K +$1.83K +73 +0.6%
RC
350
Roundview Capital
New Jersey
$282K -$40.1K -1,600 -12%