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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SLWS
126
Swaine & Leidel Wealth Services
Florida
$929K -$202K -6,942 -18%
FA
127
Fagan Associates
New York
$923K +$117 +4 +0%
AA
128
Alesco Advisors
New York
$873K +$58.3K +2,000 +7%
TCM
129
Twele Capital Management
Minnesota
$847K +$108K +3,712 +15%
RRC
130
Relaxing Retirement Coach
Massachusetts
$845K -$3.5M -120,064 -81%
RIM
131
Rockbridge Investment Management
New York
$814K -$4.72K -162 -0.6%
MPM
132
Meritage Portfolio Management
Kansas
$805K +$805K +27,640 New
DAS
133
Dynamic Advisor Solutions
Arizona
$794K -$67K -2,300 -8%
HFA
134
Hoover Financial Advisors
Pennsylvania
$783K -$21K -722 -3%
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$782K +$162K +5,556 +26%
SF
136
Synovus Financial
Georgia
$774K -$29.7K -1,020 -4%
SWM
137
SVA Wealth Management
Wisconsin
$732K
BWM
138
Birchcreek Wealth Management
Ohio
$712K +$713K +24,468 New
AMG
139
Asset Management Group
Connecticut
$705K +$2.51K +86 +0.4%
EAM
140
Evanson Asset Management
California
$672K +$672K +23,074 New
VCP
141
Vista Capital Partners
Oregon
$668K -$34.5K -1,184 -5%
PAS
142
Park Avenue Securities
New York
$667K +$329K +11,292 +97%
Jane Street
143
Jane Street
New York
$665K -$10.3M -352,312 -94%
CWA
144
Clearview Wealth Advisors
Oregon
$662K +$663K +22,750 New
NFP
145
Novak Financial Planning
Maryland
$661K +$661K +22,698 New
MCM
146
Mainstay Capital Management
Michigan
$638K -$4.66K -160 -0.7%
IWM
147
IHT Wealth Management
Illinois
$637K -$7.69K -264 -1%
REMPR
148
Roof Eidam Maycock Peralta (REMP)
California
$617K -$297K -10,200 -32%
EP
149
Eudaimonia Partners
Tennessee
$582K -$17.9K -614 -3%
I
150
INVST
Indiana
$581K -$1.3M -44,568 -69%