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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
426
Pin Oak Investment Advisors
Texas
$62K – – –
HNB
427
Huntington National Bank
Ohio
$61K – – –
IA
428
IFG Advisory
Georgia
$56.1K +$56.2K +2,274 New
BCWM
429
Bartlett & Co Wealth Management
Ohio
$56.1K – – –
RDFA
430
Ritter Daniher Financial Advisory
Ohio
$49.4K +$494 +20 +1%
GWM
431
Geneos Wealth Management
Colorado
$48.5K – – –
HPIA
432
Hamilton Point Investment Advisors
North Carolina
$47.3K +$20.3K +820 +75%
HR
433
Howe & Rusling
New York
$44.1K -$23.2K -940 -34%
VNA
434
Valley National Advisers
Pennsylvania
$41.7K – – –
KFP
435
Kerr Financial Planning
California
$40.6K – – –
MHR
436
Matthew Hamilton Rosenberg
$38.7K – – –
PA
437
Parallel Advisors
California
$36.9K +$37K +1,496 New
KCM
438
Key Capital Management
Tennessee
$36.5K +$32K +1,296 +701%
HI
439
Hoey Investments
Pennsylvania
$36.1K -$816 -33 -2%
RBC
440
Roble Belko & Company
Pennsylvania
$36K – – –
HPC
441
HM Payson & Co
Maine
$35.9K – – –
AWM
442
Angeles Wealth Management
California
$35K +$35.1K +1,419 New
BH
443
Burk Holdings
Oklahoma
$28.2K -$4.2K -170 -13%
SWP
444
Strategic Wealth Partners
Ohio
$27.6K – – –
TCM
445
Tradewinds Capital Management
Washington
$27.1K -$4.84K -196 -15%
APW
446
Aventura Private Wealth
Florida
$24.6K – – –
ADL
447
Asset Dedication LLC
California
$23.8K -$12.6K -508 -35%
GCP
448
Gill Capital Partners
Colorado
$21.8K – – –
MA
449
MCF Advisors
Kentucky
$21.6K +$25 +1 +0.1%
NB
450
NBT Bank
New York
$18.1K -$15.4K -622 -46%
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