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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
376
Balboa Wealth Partners
Arizona
– -$526K -21,346 Closed
OMC
377
Old Mission Capital
Illinois
– -$428K -17,366 Closed
VCM
378
Vision Capital Management
Oregon
– -$422K -17,118 Closed
RMAM
379
Raab & Moskowitz Asset Management
New Jersey
– -$270K -10,952 Closed
RW
380
Rede Wealth
Virginia
– -$237K -9,636 Closed
EAM
381
Empirical Asset Management
Massachusetts
– -$234K -9,488 Closed
CMP
382
Courage Miller Partners
Virginia
– -$230K -9,352 Closed
AWP
383
Atlas Wealth Partners
Pennsylvania
– -$227K -9,200 Closed
I2I
384
Insight 2811 Inc
Illinois
– -$216K -8,778 Closed
CIAS
385
CFS Investment Advisory Services
New Jersey
– -$215K -8,708 Closed
LEFP
386
Leading Edge Financial Planning
Tennessee
– -$204K -8,294 Closed
SWA
387
SFMG Wealth Advisors
Texas
– -$204K -8,268 Closed
BA
388
Bristlecone Advisors
Washington
– -$199K -8,060 Closed
AP
389
Arlington Partners
Alabama
– -$82.9K -3,364 Closed
BAAM
390
Baker Avenue Asset Management
California
– -$73.8K -2,994 Closed
IGWM
391
ICA Group Wealth Management
Colorado
– -$55.7K -2,262 Closed
2L
392
25 LLC
Missouri
– -$45.5K -1,834 Closed
WP
393
WealthPLAN Partners
Nebraska
– -$35.1K -1,424 Closed
MIH
394
Meitav Investment House
Israel
– -$32.7K -1,328 Closed
CA
395
Crewe Advisors
Utah
– -$30.1K -1,222 Closed
BA
396
Ballast Advisors
Minnesota
– -$13.7K -554 Closed
CP
397
Castleview Partners
Texas
– -$12.8K -522 Closed
VF
398
VitalStone Financial
Texas
– -$11K -452 Closed
CPG
399
Cornerstone Planning Group
New Jersey
– -$9.36K -380 Closed
NC
400
NewSquare Capital
Pennsylvania
– -$8.48K -344 Closed
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