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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
276
Parallel Advisors
California
$521K +$354K +13,696 +211%
FWM
277
Focused Wealth Management
New York
$512K – – –
CTC
278
Central Trust Company
Missouri
$507K -$6.39M -247,602 -93%
RSWM
279
Robertson Stephens Wealth Management
California
$507K -$378K -14,624 -43%
GHA
280
GW Henssler & Associates
Georgia
$496K +$42.9K +1,660 +9%
BC
281
Bartlett & Co
Ohio
$492K +$23.8K +920 +5%
BCWM
282
Bartlett & Co Wealth Management
Ohio
$492K +$23.8K +920 +5%
WAM
283
Weatherly Asset Management
California
$491K – – –
CCG
284
Ceeto Capital Group
Florida
$490K +$103K +4,000 +27%
CFA
285
Carroll Financial Associates
North Carolina
$483K +$395K +15,278 +445%
CA
286
Cetera Advisors
Colorado
$481K +$7.44K +288 +2%
SBH
287
Segall Bryant & Hamill
Illinois
$465K – – –
CAN
288
Cetera Advisor Networks
California
$464K -$765K -29,644 -62%
SHWM
289
Silicon Hills Wealth Management
Texas
$464K – – –
EH
290
Equitable Holdings
New York
$463K – – –
HCM
291
Hengehold Capital Management
Ohio
$455K -$40.4K -1,564 -8%
PCIA
292
Prime Capital Investment Advisors
Kansas
$453K -$956K -37,020 -68%
CFO
293
CVA Family Office
Colorado
$449K -$37.5K -1,452 -8%
PRS
294
Pinkerton Retirement Specialists
Idaho
$449K +$449K +17,376 New
CCM
295
Carlson Capital Management
Minnesota
$446K -$74.5K -2,886 -14%
SAMC
296
Spectrum Asset Management (California)
California
$444K -$470K -18,200 -51%
SFM
297
Signet Financial Management
New Jersey
$443K -$20.2K -782 -4%
SKK
298
Shepherd Kaplan Krochuk
Massachusetts
$439K – – –
TWP
299
Total Wealth Planning
Ohio
$439K – – –
SGCA
300
Steel Grove Capital Advisors
Tennessee
$437K – – –
10 11
12
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