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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
276
PAX Financial Group
Texas
$927K +$62.2K +2,580 +7%
CA
277
Callahan Advisors
Texas
$924K +$65K +2,698 +8%
HSA
278
HBK Sorce Advisory
Pennsylvania
$920K +$472K +19,570 +105%
PWM
279
Perigon Wealth Management
California
$916K +$108K +4,484 +13%
FIC
280
Family Investment Center
Missouri
$907K +$907K +37,620 New
UWM
281
USAdvisors Wealth Management
Minnesota
$866K +$411K +17,050 +90%
VVP
282
Venture Visionary Partners
Ohio
$861K +$5.3K +220 +0.6%
CA
283
Cambridge Advisors
Nebraska
$853K – – –
RWB
284
RMR Wealth Builders
New Jersey
$849K +$849K +35,204 New
WLIM
285
White Lighthouse Investment Management
Massachusetts
$842K +$841K +34,900 New
CGL
286
Clarius Group LLC
Washington
$823K +$42.4K +1,760 +5%
SG
287
Somerset Group
Minnesota
$798K +$4.82K +200 +0.6%
JWS
288
Juncture Wealth Strategies
Arizona
$775K -$198K -8,202 -20%
VA
289
Valmark Advisers
Ohio
$773K +$773K +32,052 New
LA
290
Lindenwold Advisors
Pennsylvania
$770K +$48.3K +2,004 +7%
1WM
291
1900 Wealth Management
Texas
$755K – – –
TW
292
TrinityPoint Wealth
Connecticut
$748K -$289K -11,970 -28%
NCM
293
Nelson Capital Management
California
$747K -$2.89K -120 -0.4%
RWA
294
Roberts Wealth Advisors
California
$722K -$653K -27,088 -48%
TSS
295
Two Sigma Securities
New York
$719K -$466K -19,312 -39%
CCM
296
Crabel Capital Management
California
$717K +$717K +29,738 New
BCM
297
Brookstone Capital Management
Illinois
$707K -$798K -33,114 -53%
CIP
298
Capital Insight Partners
Arizona
$705K +$258K +10,690 +58%
SAM
299
Summit Asset Management
Tennessee
$701K -$318K -13,170 -31%
BDF
300
Black Diamond Financial
Maryland
$699K +$96 +4 +0%
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