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Schwab Intermediately-Term US Treasury ETF
SCHR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
401
Bullock Wealth Management
Indiana
$88K +$830 +33 +0.9%
SAG
402
SageView Advisory Group
California
$86.2K +$86.4K +3,435 New
AA
403
Ancora Advisors
Ohio
$85.4K +$85.7K +3,404 New
RF
404
Rossby Financial
Florida
$84.9K +$856 +34 +1%
RDFA
405
Ritter Daniher Financial Advisory
Ohio
$84.5K +$84.7K +3,367 New
KFP
406
Kerr Financial Planning
California
$82.5K +$41.4K +1,645 +100%
SA
407
Strategic Advocates
Utah
$79.5K +$830 +33 +1%
W
408
WealthCollab
Washington
$79.1K +$79.4K +3,155 New
HI
409
Harbour Investments
Wisconsin
$75.4K -$2.06K -82 -3%
PP
410
PFS Partners
New Jersey
$74.1K – – –
CBT
411
Crews Bank & Trust
Florida
$67.4K -$805 -32 -1%
POIA
412
Pin Oak Investment Advisors
Texas
$63K – – –
BCWM
413
Bartlett & Co Wealth Management
Ohio
$61.3K -$151K -6,016 -71%
ACA
414
Aptus Capital Advisors
Alabama
$58.4K -$101K -4,015 -63%
SWM
415
SHP Wealth Management
Massachusetts
$53.9K +$54.1K +2,148 New
AF
416
Advisornet Financial
Minnesota
$51.7K -$9.84K -391 -16%
GWM
417
Geneos Wealth Management
Colorado
$49.3K +$1.94K +77 +4%
SPIA
418
Steward Partners Investment Advisory
New York
$48.6K +$9.89K +393 +25%
FHA
419
Flagship Harbor Advisors
Massachusetts
$45.5K +$45.7K +1,815 New
VNA
420
Valley National Advisers
Pennsylvania
$42K -$3.12K -124 -7%
GM
421
GeoWealth Management
Illinois
$41.1K +$7.37K +293 +22%
BTI
422
Blue Trust Inc
Georgia
$40.7K +$9.46K +376 +30%
KFI
423
Key Financial Inc
Pennsylvania
$37.5K +$33.5K +1,331 +807%
RBC
424
Roble Belko & Company
Pennsylvania
$37K – – –
HI
425
Hoey Investments
Pennsylvania
$36.7K – – –
15 16
17
18 19