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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
201
Brookstone Capital Management
Illinois
$231K +$232K +7,948 New
TFS
202
TrustCore Financial Services
Tennessee
$206K -$154K -5,280 -43%
TIM
203
Tortoise Investment Management
New York
$205K
HBCM
204
Heron Bay Capital Management
Michigan
$201K +$201K +6,898 New
SFC
205
SYM Financial Corp
Indiana
$171K +$3.26K +112 +2%
GRP
206
Global Retirement Partners
California
$166K +$90.4K +3,102 +119%
ONST
207
Old North State Trust
North Carolina
$156K -$2.1K -72 -1%
LFG
208
Larson Financial Group
Missouri
$150K +$17.7K +606 +13%
KCM
209
Kathmere Capital Management
Pennsylvania
$145K -$38.3K -1,314 -21%
AF
210
Advisornet Financial
Minnesota
$142K -$583 -20 -0.4%
MAM
211
Marquette Asset Management
Minnesota
$134K
HR
212
Howe & Rusling
New York
$131K
William Blair & Company
213
William Blair & Company
Illinois
$108K -$56.3K -1,934 -34%
TCM
214
Tradewinds Capital Management
Washington
$103K -$132K -4,538 -56%
SIS
215
SVB Investment Services
Utah
$89K -$106K -3,630 -54%
SIAG
216
Signet Investment Advisory Group
Rhode Island
$77K +$76.7K +2,634 New
CFFP
217
Center for Financial Planning
Michigan
$76K
LGWM
218
Litman Gregory Wealth Management
California
$70K
IA
219
IFP Advisors
Florida
$65K -$243K -8,330 -79%
SL
220
Savior LLC
Massachusetts
$64K
PFBT
221
Parkside Financial Bank & Trust
Missouri
$60K
CDIA
222
Capital Directions Investment Advisors
Georgia
$60K +$35K +1,200 +140%
WOSD
223
WFA of San Diego
California
$58K -$35.3K -1,210 -5%
BWA
224
Burt Wealth Advisors
Maryland
$58K
CAAS
225
Capital Asset Advisory Services
Michigan
$55K