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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

Name Holding Trade Value Shares
Change 		Change in
Stake
AO
526
Advisor OS
Illinois
– -$273K -10,883 Closed
HWM
527
HB Wealth Management
Georgia
– -$272K -10,829 Closed
BIP
528
Blueprint Investment Partners
North Carolina
– -$265K -10,555 Closed
AGC
529
August Group Capital
– -$258K -10,273 Closed
OCA
530
OpenArc Corporate Advisory
Georgia
– -$242K -9,658 Closed
LA
531
Lifeworks Advisors
Michigan
– -$236K -9,392 Closed
RWM
532
RKL Wealth Management
Pennsylvania
– -$224K -8,924 Closed
TPA
533
Trivium Point Advisory
Connecticut
– -$223K -8,899 Closed
SAG
534
SageView Advisory Group
California
– -$86.2K -3,435 Closed
AA
535
Ancora Advisors
Ohio
– -$85.4K -3,404 Closed
W
536
WealthCollab
Washington
– -$79.1K -3,155 Closed
SWM
537
SHP Wealth Management
Massachusetts
– -$53.9K -2,148 Closed
FHA
538
Flagship Harbor Advisors
Massachusetts
– -$45.5K -1,815 Closed
TCM
539
Triumph Capital Management
Colorado
– -$34.4K -1,371 Closed
PFM
540
Phillips Financial Management
Indiana
– -$20.3K -809 Closed
SG
541
Sankala Group
Colorado
– -$10.5K -414 Closed
FF
542
Friedenthal Financial
New Jersey
– -$5.92K -236 Closed
CP
543
Camelot Portfolios
Ohio
– -$3.94K -157 Closed
HAP
544
Harbor Asset Planning
Massachusetts
– -$3.41K -136 Closed
QC
545
Quent Capital
New York
– -$2.16K -86 Closed
S
546
SignatureFD
Georgia
– -$1.91K -76 Closed
GWM
547
Greenline Wealth Management
Florida
– -$1.48K -59 Closed
AAP
548
Arax Advisory Partners
Colorado
– -$853 -34 Closed
PWMG
549
Prestige Wealth Management Group
New Jersey
– -$427 -17 Closed
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