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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
351
Key Financial Inc
Pennsylvania
$2.4K – – –
BAM
352
Bellevue Asset Management
Washington
$2.11K – – –
FMP
353
Financial Management Professionals
Texas
$2K – – –
AWM
354
Atticus Wealth Management
Florida
$1.81K -$10.2K -414 -85%
DF
355
Dunhill Financial
United Kingdom
$1.81K +$1.82K +74 New
SRCM
356
Signature Resources Capital Management
California
$1.54K – – –
MFC
357
Morris Financial Concepts
South Carolina
$1.42K – – –
CA
358
Continuum Advisory
Idaho
$1.4K +$1.43K +58 New
RIL
359
Rothschild Investment LLC
Illinois
$1.13K – – –
TIM
360
Thompson Investment Management
Wisconsin
$1.13K +$1.13K +46 New
WWMSC
361
Wagner Wealth Management (South Carolina)
South Carolina
$1.03K +$246 +10 +31%
HFS
362
Hantz Financial Services
Michigan
$1K -$3.39K -138 -74%
AW
363
Avion Wealth
Texas
$1K – – –
TFA
364
Transamerica Financial Advisors
Florida
$1K – – –
AFWM
365
Abich Financial Wealth Management
Virginia
$883 – – –
VCM
366
Versant Capital Management
Arizona
$875 – – –
PK
367
Pflug Koory
Nebraska
$785 +$787 +32 New
TAM
368
Tucker Asset Management
Colorado
$736 – – –
CSC
369
Caldwell Sutter Capital
California
$540 – – –
GWSA
370
Global Wealth Strategies & Associates
Colorado
$491 – – –
FWP
371
FAS Wealth Partners
Kansas
$468 +$49 +2 +11%
GWSG
372
GPS Wealth Strategies Group
Colorado
$441 – – –
MHR
373
Matthew Hamilton Rosenberg
$389 – – –
SVCP
374
Silicon Valley Capital Partners
California
$31 – – –
TNA
375
True North Advisors
Texas
– -$26.8M -1,077,236 Closed
13 14
15
16 17