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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMP
151
Courage Miller Partners
Virginia
$483K -$60.2K -2,122 -11%
Barclays
152
Barclays
United Kingdom
$470K +$469K +16,518 New
AC
153
Apella Capital
Connecticut
$469K +$469K +16,508 New
COF
154
Capital One Financial
Virginia
$464K -$454 -16 -0.1%
BAM
155
Barrett Asset Management
New York
$453K +$131K +4,600 +41%
Comerica Bank
156
Comerica Bank
Texas
$451K -$52.8K -1,860 -11%
RFG
157
Range Financial Group
Oregon
$451K +$51.7K +1,820 +13%
APA
158
American Portfolios Advisors
New York
$446K -$33.2K -1,168 -7%
DIM
159
Delta Investment Management
California
$441K +$440K +15,494 New
JFG
160
JMG Financial Group
Illinois
$439K
MA
161
MONECO Advisors
Connecticut
$433K -$43.8K -1,544 -9%
RJFSA
162
Raymond James Financial Services Advisors
Florida
$427K -$17.3K -608 -4%
JFGLC
163
Johnson Financial Group LLC (Colorado)
Colorado
$408K +$77K +2,712 +23%
FPWM
164
FSB Premier Wealth Management
Iowa
$395K -$90.8K -3,198 -19%
PCWA
165
Pacific Capital Wealth Advisors
California
$393K +$393K +13,834 New
JWM
166
JFG Wealth Management
Colorado
$389K +$12.7K +448 +3%
US Bancorp
167
US Bancorp
Minnesota
$380K
RRC
168
Relaxing Retirement Coach
Massachusetts
$379K -$34K -1,198 -8%
SCM
169
Stonehearth Capital Management
Massachusetts
$375K -$86.5K -3,046 -19%
HI
170
Harbour Investments
Wisconsin
$371K +$89.9K +3,168 +32%
RI
171
Ridgewood Investments
New Jersey
$370K +$22.4K +790 +6%
SW
172
SteelPeak Wealth
California
$368K +$35.7K +1,258 +11%
UCFA
173
United Capital Financial Advisors
Texas
$361K +$38.5K +1,356 +12%
HighTower Advisors
174
HighTower Advisors
Illinois
$353K +$95.8K +3,374 +37%
Fidelity Investments
175
Fidelity Investments
Massachusetts
$346K +$11.7K +412 +4%