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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
251
Summit Asset Management
Tennessee
$744K +$103K +4,000 +16%
EAM
252
Evanson Asset Management
California
$739K -$168K -6,528 -19%
DIM
253
Delta Investment Management
California
$726K +$523K +20,278 +256%
WBC
254
West Branch Capital
Massachusetts
$725K +$2.17K +84 +0.3%
RPG
255
Resource Planning Group
Georgia
$721K -$642K -24,908 -47%
SIS
256
SVB Investment Services
Utah
$721K – – –
HFS
257
Howard Financial Services
Texas
$712K -$232K -8,996 -25%
GLLW
258
Graves Light Lenhart Wealth
Virginia
$700K – – –
RW
259
REDW Wealth
New Mexico
$681K +$55K +2,132 +9%
AIA
260
Arcadia Investment Advisors
Idaho
$678K -$28.3K -1,098 -4%
DPI
261
Diversified Portfolios Inc
Michigan
$674K – – –
LNC
262
Lincoln National Corp
Pennsylvania
$673K +$1.24K +48 +0.2%
MSWMA
263
Market Street Wealth Management Advisors
Indiana
$670K +$29.7K +1,152 +5%
FC
264
Financial Consulate
Maryland
$665K -$25.5K -990 -4%
PFA
265
Pure Financial Advisors
California
$660K -$205K -7,960 -24%
PWM
266
Perigon Wealth Management
California
$648K -$155K -6,018 -19%
CFS
267
CRA Financial Services
New Jersey
$644K -$16.4K -638 -2%
KAS
268
Kestra Advisory Services
Texas
$641K +$642K +24,906 New
YIA
269
YHB Investment Advisors
Connecticut
$627K +$627K +24,336 New
TIM
270
Tortoise Investment Management
New York
$615K -$183K -7,106 -23%
DAC
271
Dividend Assets Capital
South Carolina
$610K -$38.7K -1,500 -6%
LRPA
272
L. Roy Papp & Associates
Arizona
$590K -$2.06K -80 -0.3%
MFG
273
MidWestOne Financial Group
Iowa
$584K +$585K +22,696 New
CAL
274
Capital Analysts LLC
Pennsylvania
$574K +$574K +22,284 New
CAN
275
Cetera Advisor Networks
California
$560K +$97.8K +3,794 +21%
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11
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