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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
276
BOK Financial Private Wealth
Colorado
$634K -$264K -10,296 -29%
PFGIA
277
Patriot Financial Group Insurance Agency
Massachusetts
$621K +$106K +4,144 +21%
OFA
278
Oak Family Advisors
Illinois
$616K -$695K -27,052 -53%
PPWP
279
Proquility Private Wealth Partners
Nevada
$611K -$42.2K -1,644 -6%
VC
280
Veery Capital
Delaware
$611K +$719 +28 +0.1%
PWA
281
Providence Wealth Advisors
Illinois
$610K +$63.2K +2,462 +12%
CAN
282
Cetera Advisor Networks
California
$598K +$36.9K +1,436 +7%
AFA
283
Atlanta Financial Associates
Georgia
$591K – – –
PA
284
Procyon Advisors
Connecticut
$590K +$154K +6,000 +35%
UB
285
UMB Bank
Missouri
$577K +$7.45K +290 +1%
KM
286
Kalos Management
Georgia
$550K -$216K -8,406 -28%
EAM
287
Evanson Asset Management
California
$547K +$257 +10 +0%
DI
288
Diligent Investors
California
$546K +$41.4K +1,614 +8%
SKK
289
Shepherd Kaplan Krochuk
Massachusetts
$541K – – –
HFS
290
Howard Financial Services
Texas
$538K -$173K -6,748 -24%
WI
291
WBI Investments
New Jersey
$537K +$15.7K +610 +3%
HFA
292
Hoover Financial Advisors
Pennsylvania
$523K +$43.2K +1,684 +9%
RF
293
RHS Financial
California
$521K -$79.7K -3,102 -13%
SEP
294
Southland Equity Partners
Missouri
$515K +$516K +20,078 New
KFS
295
Kaizen Financial Strategies
California
$508K -$450K -17,526 -47%
LRPA
296
L. Roy Papp & Associates
Arizona
$508K -$87.3K -3,400 -15%
FWM
297
Focused Wealth Management
New York
$508K – – –
MSWMA
298
Market Street Wealth Management Advisors
Indiana
$507K -$175K -6,800 -26%
IA
299
IFP Advisors
Florida
$501K -$159K -6,206 -24%
CFO
300
CVA Family Office
Colorado
$497K +$50.1K +1,950 +11%
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