We are live on ! Find out more
SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
SBH
226
Segall Bryant & Hamill
Illinois
$455K – – –
KM
227
Kalos Management
Georgia
$437K +$435K +17,318 New
SSWM
228
Smith Salley Wealth Management
North Carolina
$429K +$426K +16,970 New
SGCA
229
Steel Grove Capital Advisors
Tennessee
$428K – – –
HI
230
Hudock Inc
Pennsylvania
$420K -$46.1K -1,834 -10%
JC
231
Jentner Corp
Ohio
$419K +$11K +436 +3%
GRP
232
Global Retirement Partners
California
$416K +$2.51K +100 +0.6%
PFA
233
Pure Financial Advisors
California
$414K +$26.1K +1,038 +7%
PAG
234
Private Advisor Group
New Jersey
$407K -$1.62M -64,636 -80%
JCM
235
Jacobsen Capital Management
Utah
$396K +$394K +15,680 New
CWP
236
Capital Wealth Planning
Florida
$390K +$136K +5,402 +54%
CA
237
Callahan Advisors
Texas
$386K -$65.6K -2,612 -15%
VNA
238
Valley National Advisers
Pennsylvania
$383K -$50 -2 -0%
TWP
239
Total Wealth Planning
Ohio
$369K -$7.54K -300 -2%
CF
240
Centaurus Financial
California
$360K – – –
PIM
241
Penobscot Investment Management
Massachusetts
$354K +$352K +14,000 New
CCA
242
Cobblestone Capital Advisors
New York
$351K +$88.9K +3,540 +34%
S
243
SignatureFD
Georgia
$344K +$342K +13,600 New
AWA
244
Alaska Wealth Advisors
Alaska
$341K – – –
AP
245
Appleton Partners
Massachusetts
$339K +$337K +13,400 New
ACA
246
Aptus Capital Advisors
Alabama
$329K -$706K -28,088 -68%
SFWA
247
Summit Financial Wealth Advisors
Louisiana
$328K +$2.51K +100 +0.8%
RJT
248
Raymond James Trust
Florida
$322K +$319K +12,718 New
FWP
249
FAS Wealth Partners
Kansas
$314K -$68.5K -2,728 -18%
CFA
250
Carroll Financial Associates
North Carolina
$305K +$15K +598 +5%
8 9
10
11 12