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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KSWA
201
Kathleen S. Wright Associates
Pennsylvania
$275K +$154K +5,958 +126%
TW
202
TrinityPoint Wealth
Connecticut
$271K -$964K -37,272 -78%
DAS
203
Dynamic Advisor Solutions
Arizona
$269K -$707K -27,356 -72%
UCFA
204
United Capital Financial Advisors
Texas
$268K
LIA
205
LBMC Investment Advisors
Tennessee
$268K +$269K +10,388 New
Prudential Financial
206
Prudential Financial
New Jersey
$267K +$269K +10,406 New
ULWM
207
Upper Left Wealth Management
Florida
$260K -$143K -5,538 -35%
BPA
208
Beacon Pointe Advisors
California
$255K -$2.53K -98 -1%
ES
209
ETF Store
Kansas
$255K
GG
210
GenWealth Group
New Jersey
$254K
HWMA
211
Heritage Wealth Management (Arizona)
Arizona
$246K -$27.8K -1,074 -10%
BCM
212
Brookstone Capital Management
Illinois
$244K -$44.8K -1,734 -15%
HDIM
213
Hanson & Doremus Investment Management
Vermont
$231K
BWM
214
BCS Wealth Management
Tennessee
$227K -$6.31K -244 -3%
KAS
215
Kestra Advisory Services
Texas
$226K +$4.39K +170 +2%
GCA
216
Genesee Capital Advisors
New York
$223K +$207 +8 +0.1%
WCM
217
Windham Capital Management
Massachusetts
$217K
HighTower Advisors
218
HighTower Advisors
Illinois
$216K -$160K -6,198 -42%
RJFSA
219
Raymond James Financial Services Advisors
Florida
$215K -$50.1K -1,938 -19%
FMTC
220
Farmers & Merchants Trust Company
California
$213K
SWA
221
SFMG Wealth Advisors
Texas
$212K -$125K -4,838 -37%
CMP
222
Courage Miller Partners
Virginia
$211K
OAM
223
Oak Asset Management
California
$211K +$212K +8,186 New
CWA
224
Clarity Wealth Advisors
California
$209K +$210K +8,116 New
ACG
225
Allen Capital Group
Nebraska
$207K +$879 +34 +0.4%