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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
GLLW
251
Graves Light Lenhart Wealth
Virginia
$704K – – –
NP
252
NorthRock Partners
Minnesota
$700K -$1.02M -39,990 -60%
LJAC
253
L.J. Altfest & Co
New York
$696K -$4.14M -162,648 -86%
FC
254
Financial Consulate
Maryland
$694K -$3.72K -146 -0.5%
LFS
255
Lutz Financial Services
Nebraska
$681K -$132K -5,190 -16%
WIP
256
Wellesley Investment Partners
Massachusetts
$667K +$87.4K +3,432 +15%
BCMO
257
Buckingham Capital Management (Ohio)
Ohio
$648K -$32.6K -1,280 -5%
CCA
258
Cobblestone Capital Advisors
New York
$645K -$10.2K -400 -2%
SAM
259
Summit Asset Management
Tennessee
$643K -$255K -9,998 -29%
MA
260
Modus Advisors
Minnesota
$642K +$57.2K +2,244 +10%
MAS
261
Managed Account Services
Florida
$631K -$159K -6,244 -20%
CFS
262
CRA Financial Services
New Jersey
$627K +$359K +14,094 +139%
DPI
263
Diversified Portfolios Inc
Michigan
$625K – – –
PFA
264
Pure Financial Advisors
California
$604K +$171K +6,706 +40%
DP
265
DDD Partners
Washington
$602K +$3.97K +156 +0.7%
LRPA
266
L. Roy Papp & Associates
Arizona
$595K -$509 -20 -0.1%
FF
267
Friedenthal Financial
New Jersey
$577K -$8.97K -352 -2%
DAC
268
Dividend Assets Capital
South Carolina
$559K -$25.5K -1,000 -4%
IAS
269
IMA Advisory Services
Colorado
$546K +$47.5K +1,864 +10%
EAM
270
Evanson Asset Management
California
$546K +$538K +21,108 New
MSWMA
271
Market Street Wealth Management Advisors
Indiana
$533K +$525K +20,606 New
QCMC
272
Quantum Capital Management (California)
California
$531K – – –
CWM
273
Chicago Wealth Management
Illinois
$530K +$4.43K +174 +0.9%
CCM
274
Carlson Capital Management
Minnesota
$522K -$216K -8,472 -30%
DI
275
Diligent Investors
California
$516K -$1.32K -52 -0.3%
9 10
11
12 13