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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
201
Balboa Wealth Partners
Arizona
$411K +$407K +16,318 New
FW
202
FirstPurpose Wealth
Utah
$404K +$119K +4,776 +42%
William Blair & Company
203
William Blair & Company
Illinois
$402K +$395K +15,862 +22,031%
BIA
204
Bell Investment Advisors
California
$402K -$159K -6,388 -29%
TI
205
Trexquant Investment
Connecticut
$399K +$394K +15,812 New
GRP
206
Global Retirement Partners
California
$384K -$1.69M -67,718 -82%
MCM
207
Mendel Capital Management
Arkansas
$383K +$379K +15,202 New
WI
208
Wintrust Investments
Illinois
$380K +$103K +4,124 +38%
LIM
209
Leavell Investment Management
Alabama
$377K +$372K +14,940 New
FA
210
FC Advisory
Pennsylvania
$376K +$1.3K +52 +0.3%
BPA
211
Beacon Pointe Advisors
California
$348K +$98K +3,934 +40%
DIM
212
Delta Investment Management
California
$337K +$333K +13,380 New
FLPIM
213
F.L. Putnam Investment Management
Massachusetts
$333K -$50.7K -2,034 -13%
RI
214
Ridgewood Investments
New Jersey
$332K
FIC
215
Family Investment Center
Missouri
$331K +$8.67K +348 +3%
JFG
216
JMG Financial Group
Illinois
$328K +$13K +520 +4%
KC
217
Kades & Cheifetz
Pennsylvania
$327K -$59.8K -2,400 -16%
SA
218
Strategic Advisors
New York
$324K -$947K -38,004 -75%
Mercer Global Advisors
219
Mercer Global Advisors
Colorado
$314K -$180K -7,226 -37%
BWL
220
Bogart Wealth LLC
Virginia
$313K +$310K +12,430 New
IC
221
IEQ Capital
California
$311K +$299 +12 +0.1%
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$310K -$9.32K -374 -3%
AWC
223
Adamsbrown Wealth Consultants
Kansas
$309K -$16.5K -662 -5%
KF
224
Krilogy Financial
Missouri
$309K +$50K +2,006 +20%
AWM
225
AE Wealth Management
Kansas
$308K +$14.6K +584 +5%