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Schwab Short-Term US Treasury ETF
SCHO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
MassMutual Private Wealth & Trust
26
MassMutual Private Wealth & Trust
Connecticut
USD 41 M +USD 13.3 M +551,336 +48%
Waverly Advisors
27
Waverly Advisors
Alabama
USD 40.6 M +USD 3.89 M +160,776 +11%
RMR Wealth Builders
28
RMR Wealth Builders
New Jersey
USD 39.8 M +USD 20.7 M +854,354 +107%
Davenport & Co
29
Davenport & Co
Virginia
USD 39.7 M +USD 3.66 M +151,358 +10%
Morningstar Investment Management
30
Morningstar Investment Management
Illinois
USD 39.2 M – – –
Stephens Group Asset Management
31
Stephens Group Asset Management
Arkansas
USD 38.9 M +USD 1.65 M +68,144 +4%
Willis Johnson & Associates
32
Willis Johnson & Associates
Texas
USD 38.9 M +USD 3.7 M +152,932 +10%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
USD 38.3 M +USD 18.9 M +781,675 +97%
Cerity Partners
34
Cerity Partners
New York
USD 37.6 M -USD 3.32 M -137,165 -8%
MAI Capital Management
35
MAI Capital Management
Ohio
USD 35.4 M +USD 2.4 M +99,423 +7%
Leavell Investment Management
36
Leavell Investment Management
Alabama
USD 34.3 M +USD 1.36 M +56,342 +4%
Access Financial Services
37
Access Financial Services
Minnesota
USD 33.8 M +USD 380 k +15,726 +1%
United Capital Management of KS
38
United Capital Management of KS
Kansas
USD 29.2 M +USD 852 k +35,237 +3%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
USD 28.6 M -USD 5.17 M -213,710 -15%
Passive Capital Management
40
Passive Capital Management
Maryland
USD 28.4 M -USD 1.65 M -68,149 -6%
Charles Schwab Trust
41
Charles Schwab Trust
Nevada
USD 27.5 M +USD 909 k +37,603 +3%
MBM Wealth Consultants
42
MBM Wealth Consultants
Missouri
USD 26.8 M +USD 3.57 M +147,695 +15%
Avior Wealth Management
43
Avior Wealth Management
Nebraska
USD 26.2 M +USD 618 k +25,548 +2%
Holcombe Financial
44
Holcombe Financial
Georgia
USD 24.8 M -USD 97.3 k -4,027 -0.4%
Galvin Gaustad & Stein
45
Galvin Gaustad & Stein
Arizona
USD 23.3 M +USD 1.89 M +78,368 +9%
Alesco Advisors
46
Alesco Advisors
New York
USD 22.2 M +USD 4.08 M +168,779 +22%
Savant Capital
47
Savant Capital
Illinois
USD 21.9 M +USD 10.9 M +452,369 +100%
Journey Advisory Group
48
Journey Advisory Group
Kentucky
USD 21.7 M +USD 993 k +41,069 +5%
Kestra Investment Management
49
Kestra Investment Management
Texas
USD 21.5 M -USD 7.66 M -316,903 -26%
Ballast Advisors
50
Ballast Advisors
Minnesota
USD 21 M +USD 21 M +870,406 Nuevas
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