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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
476
Rothschild Investment LLC
Illinois
$3.74K – – –
KFA
477
Kelleher Financial Advisors
New York
$3.7K +$3.71K +148 New
MSG
478
Main Street Group
Virginia
$3.61K +$3.63K +145 New
BWL
479
Bogart Wealth LLC
Virginia
$3.56K – – –
CCMI
480
Creative Capital Management Investments
California
$3.49K +$3.51K +140 New
MEG
481
Millstone Evans Group
Colorado
$3.39K – – –
MWA
482
Medallion Wealth Advisors
Connecticut
$3.01K – – –
AAG
483
Armstrong Advisory Group
Massachusetts
$2.99K -$27.3K -1,091 -90%
AC
484
AlphaCore Capital
California
$2.99K – – –
BLC
485
Brown, Lisle/Cummings
Rhode Island
$2.89K – – –
FMP
486
Financial Management Professionals
Texas
$2.74K – – –
KFI
487
Key Financial Inc
Pennsylvania
$2.44K -$35K -1,398 -93%
BAM
488
Bellevue Asset Management
Washington
$2.14K – – –
WAG
489
Wiser Advisor Group
Arizona
$2.14K -$1.43K -57 -40%
KFG
490
Kingdom Financial Group
Arizona
$2K +$2K +80 New
LAS
491
Lloyd Advisory Services
Georgia
$2K +$2K +80 New
MFC
492
Morris Financial Concepts
South Carolina
$1.45K – – –
PWA
493
Portus Wealth Advisors
North Carolina
$1.42K +$1.43K +57 New
LWM
494
Lodestone Wealth Management
Washington
$1.4K – – –
SL
495
Salomon & Ludwin
Virginia
$1.24K – – –
KG
496
Kilter Group
New York
$1.17K – – –
GWS
497
Glassman Wealth Services
Virginia
$897 +$902 +36 New
TAM
498
Tucker Asset Management
Colorado
$847 +$100 +4 +13%
PWA
499
Physician Wealth Advisors
Utah
$823 +$827 +33 New
RFP
500
Root Financial Partners
California
$573 -$175 -7 -23%
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