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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
401
Kerr Financial Planning
California
$41.3K +$41.1K +1,645 New
UCB
402
United Community Bank
South Carolina
$40.2K +$40K +1,600 New
SPIA
403
Steward Partners Investment Advisory
New York
$38.8K -$73.6K -2,944 -66%
HI
404
Hoey Investments
Pennsylvania
$36.8K
RBC
405
Roble Belko & Company
Pennsylvania
$36K
MHR
406
Matthew Hamilton Rosenberg
$34.5K
GM
407
GeoWealth Management
Illinois
$33.9K +$25.9K +1,038 +336%
RF
408
Robinswood Financial
Washington
$33K -$2.02K -81 -6%
BTI
409
Blue Trust Inc
Georgia
$31.3K
AAG
410
Armstrong Advisory Group
Massachusetts
$30.4K
WWA
411
Wealth Watch Advisors
Colorado
$28.1K +$28K +1,120 New
ADL
412
Asset Dedication LLC
California
$26.3K +$26.2K +1,048 New
KSB
413
Kennebec Savings Bank
Maine
$26K +$175 +7 +0.7%
MA
414
MCF Advisors
Kentucky
$25.5K +$3.55K +142 +16%
APW
415
Aventura Private Wealth
Florida
$25.1K
RA
416
Rise Advisors
New York
$21.5K -$650 -26 -3%
KWM
417
Kiker Wealth Management
Georgia
$20.4K +$20.3K +811 New
OPTFSNA
418
Old Point Trust & Financial Services N A
Virginia
$17.6K
PIP
419
Peachtree Investment Partners
Florida
$17.6K
CWM
420
Crowley Wealth Management
Delaware
$15.9K +$15.8K +631 New
LBC
421
Lowe Brockenbrough & Co
Virginia
$14.8K
CFB
422
Cullen/Frost Bankers
Texas
$13.7K +$13.6K +545 New
Fifth Third Bancorp
423
Fifth Third Bancorp
Ohio
$13.6K
MA
424
Montag & Associates
Georgia
$13.4K +$150 +6 +1%
AAS
425
Ameritas Advisory Services
Nebraska
$12.6K +$9.54K +382 +324%