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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

Name Holding Trade Value Shares
Change 		Change in
Stake
VHAM
401
Van Hulzen Asset Management
California
$3.23K +$3.27K +133 New
EW
402
Element Wealth
Mississippi
$2.87K – – –
BLC
403
Brown, Lisle/Cummings
Rhode Island
$2.82K – – –
FGC
404
Financial Gravity Companies
Texas
$2.67K – – –
FMP
405
Financial Management Professionals
Texas
$2.67K +$49 +2 +2%
PCMC
406
Private Capital Management (Colorado)
Colorado
$2.53K – – –
GM
407
GeoWealth Management
Illinois
$2.48K – – –
KFI
408
Key Financial Inc
Pennsylvania
$2.38K – – –
RIL
409
Rothschild Investment LLC
Illinois
$2.33K – – –
BAM
410
Bellevue Asset Management
Washington
$2.09K – – –
WWMSC
411
Wagner Wealth Management (South Carolina)
South Carolina
$2.08K +$837 +34 +65%
PC
412
Promus Capital
Illinois
$1.94K +$1.97K +80 New
CA
413
Continuum Advisory
Idaho
$1.41K -$1.43K -58 -50%
MFC
414
Morris Financial Concepts
South Carolina
$1.41K – – –
SL
415
Salomon & Ludwin
Virginia
$1.22K +$1.23K +50 New
BA
416
Ballast Advisors
Minnesota
$1.12K +$1.13K +46 New
VCM
417
Versant Capital Management
Arizona
$888 +$25 +1 +3%
RWM
418
Rialto Wealth Management
New York
$729 +$738 +30 New
UCB
419
United Community Bank
South Carolina
$729 +$738 +30 New
SRCM
420
Signature Resources Capital Management
California
$704 -$714 -29 -50%
PA
421
Parallel Advisors
California
$680 +$689 +28 New
MWA
422
Medallion Wealth Advisors
Connecticut
$583 +$591 +24 New
CSC
423
Caldwell Sutter Capital
California
$534 – – –
FWP
424
FAS Wealth Partners
Kansas
$478 – – –
GWSG
425
GPS Wealth Strategies Group
Colorado
$437 – – –
15 16
17
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