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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
351
Citigroup
New York
$230K -$191K -7,650 -46%
HSA
352
HBK Sorce Advisory
Pennsylvania
$228K +$226K +9,034 New
BWM
353
BCS Wealth Management
Tennessee
$226K +$16.7K +667 +8%
JWBC
354
John W. Brooker & Co
California
$225K +$224K +8,970 New
P
355
&Partners
Tennessee
$225K +$224K +8,962 New
TPA
356
Trivium Point Advisory
Connecticut
$222K +$4.25K +170 +2%
LA
357
Lifeworks Advisors
Michigan
$218K -$150 -6 -0.1%
VST
358
Van Strum & Towne
California
$217K
HR
359
Howe & Rusling
New York
$213K -$109K -4,378 -34%
BCWM
360
Bartlett & Co Wealth Management
Ohio
$213K +$8.5K +340 +4%
CIAS
361
CFS Investment Advisory Services
New Jersey
$210K
AIM
362
Acropolis Investment Management
Missouri
$209K
UCFA
363
United Capital Financial Advisors
Texas
$208K +$207K +8,295 New
G
364
GenTrust
Florida
$205K
GSF
365
Grove Street Fiduciary
New Hampshire
$203K
FF
366
Farrow Financial
Vermont
$201K +$200K +8,015 New
NP
367
NorthRock Partners
Minnesota
$201K +$199K +7,983 New
OSAM
368
O'Shaughnessy Asset Management
Connecticut
$200K +$199K +7,965 +113,786%
CFG
369
Chapman Financial Group
Hawaii
$198K -$12.8K -511 -6%
MIA
370
Milestone Investment Advisors
Wisconsin
$198K -$26K -1,041 -12%
US Bancorp
371
US Bancorp
Minnesota
$196K +$14.2K +569 +8%
GRP
372
Global Retirement Partners
California
$178K -$91.5K -3,660 -34%
HNB
373
Huntington National Bank
Ohio
$171K
PWMG
374
Private Wealth Management Group
New Jersey
$169K
ACA
375
Aptus Capital Advisors
Alabama
$159K +$88.9K +3,559 +128%