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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
351
Brinker Capital Investments
Pennsylvania
$282K -$90.6K -3,613 -24%
ACG
352
Allen Capital Group
Nebraska
$281K +$81.3K +3,243 +40%
Citigroup
353
Citigroup
New York
$281K +$50.3K +2,006 +22%
SA
354
Seneschal Advisors
Washington
$279K -$14.9K -594 -5%
PP
355
Patten & Patten
Tennessee
$277K
LFG
356
Larson Financial Group
Missouri
$269K -$161K -6,425 -37%
WAM
357
Worth Asset Management
Texas
$264K -$275K -10,991 -51%
RCM
358
RB Capital Management
Nevada
$262K +$20.5K +816 +8%
OIA
359
OneDigital Investment Advisors
Kansas
$262K +$46.3K +1,847 +21%
I
360
INVST
Indiana
$258K -$14.3K -572 -5%
PFM
361
Professional Financial Management
Wisconsin
$255K +$256K +10,220 New
LEA
362
Legacy Edge Advisors
New York
$254K +$256K +10,215 New
VCP
363
Verus Capital Partners
Arizona
$252K +$15K +597 +6%
CFGW
364
Chancellor Financial Group WB
Pennsylvania
$251K +$50 +2 +0%
OCM
365
Orleans Capital Management
Louisiana
$249K
TFA
366
Transamerica Financial Advisors
Florida
$244K -$44K -1,754 -15%
PFA
367
Pure Financial Advisors
California
$242K +$243K +9,711 New
ATPW
368
Ashton Thomas Private Wealth
Arizona
$241K -$351 -14 -0.1%
SF
369
Seek First
California
$238K -$1.43K -57 -0.6%
MIA
370
Milestone Investment Advisors
Wisconsin
$237K +$130K +5,182 +119%
CFG
371
Chapman Financial Group
Hawaii
$233K +$17.5K +700 +8%
SWASL
372
Spartan Wealth Advisory Services LLC
Michigan
$229K +$230K +9,179 New
AQR Capital Management
373
AQR Capital Management
Connecticut
$228K +$230K +9,164 New
WTA
374
Washington Trust Advisors
Massachusetts
$227K -$1.25K -50 -0.5%
MCA
375
MSH Capital Advisors
Arizona
$227K +$228K +9,099 New