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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCA
201
Fortis Capital Advisors
Kansas
$431K +$431K +17,520 New
VCM
202
Vision Capital Management
Oregon
$426K -$5.76K -234 -1%
NRI
203
NFP Retirement Inc
California
$406K -$18.8K -764 -4%
KC
204
Kades & Cheifetz
Pennsylvania
$378K +$378K +15,362 New
FLPIM
205
F.L. Putnam Investment Management
Massachusetts
$375K
Comerica Bank
206
Comerica Bank
Texas
$367K -$3.25K -132 -0.9%
FA
207
FC Advisory
Pennsylvania
$366K +$101K +4,110 +38%
AC
208
Apella Capital
Connecticut
$366K -$15.1K -612 -4%
FFA
209
Farther Finance Advisors
California
$350K +$350K +14,208 New
WAM
210
Worth Asset Management
Texas
$346K +$346K +14,042 New
RI
211
Ridgewood Investments
New Jersey
$324K -$71.4K -2,900 -18%
LNC
212
Lincoln National Corp
Pennsylvania
$324K +$324K +13,150 New
MSFS
213
Main Street Financial Solutions
Pennsylvania
$323K +$323K +13,124 New
OIA
214
OneDigital Investment Advisors
Kansas
$321K +$10.7K +434 +3%
AWC
215
Adamsbrown Wealth Consultants
Kansas
$318K -$48.3K -1,962 -13%
FIC
216
Family Investment Center
Missouri
$315K +$315K +12,792 New
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$312K +$11.4K +462 +4%
JFG
218
JMG Financial Group
Illinois
$307K -$72.1K -2,930 -19%
APC
219
Asset Planning Corporation
Tennessee
$304K -$78.5K -3,190 -21%
IC
220
IEQ Capital
California
$303K +$303K +12,302 New
WOSD
221
WFA of San Diego
California
$300K -$14.4K -584 -5%
FAM
222
Family Asset Management
South Carolina
$294K +$294K +11,962 New
SC
223
Savant Capital
Illinois
$291K -$59.3K -2,408 -17%
AWM
224
AE Wealth Management
Kansas
$286K -$127K -5,156 -31%
AWM
225
Axxcess Wealth Management
California
$278K -$130K -5,288 -32%