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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWS
176
Juncture Wealth Strategies
Arizona
$503K -$971 -38 -0.2%
ZF
177
Zhang Financial
Michigan
$489K +$1.99K +78 +0.4%
BA
178
Bridge Advisory
California
$469K +$1.48K +58 +0.3%
TSA
179
Tri-Star Advisors
Texas
$467K -$12.8K -500 -3%
JWM
180
JFG Wealth Management
Colorado
$462K +$10.6K +416 +2%
Bessemer Group
181
Bessemer Group
New Jersey
$461K +$479K +18,756 New
BWM
182
Birchcreek Wealth Management
Ohio
$456K -$12.8K -502 -3%
AMG
183
Asset Management Group
Connecticut
$453K +$2.56K +100 +0.5%
VCM
184
Vision Capital Management
Oregon
$431K -$56.2K -2,198 -11%
NRI
185
NFP Retirement Inc
California
$424K +$62.3K +2,438 +16%
KSWA
186
Kathleen S. Wright Associates
Pennsylvania
$423K +$167K +6,522 +61%
AWM
187
AE Wealth Management
Kansas
$412K -$962K -37,644 -69%
AWM
188
Axxcess Wealth Management
California
$407K +$130K +5,074 +44%
SWM
189
Silverlake Wealth Management
Vermont
$405K -$128K -5,014 -23%
FW
190
FirstPurpose Wealth
Utah
$398K -$9.05K -354 -2%
SAMC
191
Spectrum Asset Management (California)
California
$397K +$413K +16,160 New
RI
192
Ridgewood Investments
New Jersey
$395K
APC
193
Asset Planning Corporation
Tennessee
$382K -$33.7K -1,318 -8%
Jones Financial Companies
194
Jones Financial Companies
Missouri
$382K +$279K +10,932 +237%
AC
195
Apella Capital
Connecticut
$380K -$8.38K -328 -2%
JFG
196
JMG Financial Group
Illinois
$379K
ACG
197
Allen Capital Group
Nebraska
$374K +$184K +7,200 +90%
FLPIM
198
F.L. Putnam Investment Management
Massachusetts
$374K +$389K +15,234 New
AWC
199
Adamsbrown Wealth Consultants
Kansas
$366K -$286K -11,184 -43%
Comerica Bank
200
Comerica Bank
Texas
$356K -$144K -5,628 -28%