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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMG
301
Hurlow Wealth Management Group
Indiana
$293K -$50.6K -2,002 -15%
NFG
302
Next Financial Group
Texas
$289K -$888K -35,132 -75%
PIM
303
Penobscot Investment Management
Massachusetts
$288K -$65.7K -2,600 -19%
SA
304
SRH Advisors
Kansas
$286K – – –
WA
305
WBH Advisory
Maryland
$283K +$1.52K +60 +0.5%
EWM
306
Evermay Wealth Management
Virginia
$282K – – –
LAIC
307
Lederer & Associates Investment Counsel
California
$278K +$60K +2,374 +28%
ACM
308
AlphaStar Capital Management
North Carolina
$268K +$5.21K +206 +2%
CWM
309
Centric Wealth Management
Illinois
$265K -$991K -39,214 -79%
VDFA
310
Vickerman & Driscoll Financial Advisors
Washington
$263K -$8.69M -344,008 -97%
S
311
Surevest
California
$262K +$262K +10,374 New
CFS
312
CRA Financial Services
New Jersey
$257K +$25K +990 +11%
JCM
313
Jacobsen Capital Management
Utah
$255K -$195K -7,734 -43%
SWA
314
SFMG Wealth Advisors
Texas
$253K +$253K +10,008 New
JWCA
315
J.W. Cole Advisors
Florida
$253K +$253K +10,012 New
ACS
316
Archford Capital Strategies
Illinois
$249K -$1.97K -78 -0.8%
PFA
317
Pathway Financial Advisors
Vermont
$238K -$3.89K -154 -2%
CB
318
Commerce Bank
Missouri
$238K +$238K +9,410 New
AFP
319
Ausdal Financial Partners
Iowa
$232K -$22.1K -876 -9%
CF
320
Centaurus Financial
California
$231K +$202 +8 +0.1%
LB
321
Legacy Bridge
Iowa
$229K +$229K +9,080 New
SQA
322
Simon Quick Advisors
New Jersey
$225K +$5.71K +226 +3%
CFG
323
Capstone Financial Group
Oklahoma
$223K +$223K +8,832 New
PAG
324
Private Advisor Group
New Jersey
$222K -$495K -19,588 -69%
WLIM
325
White Lighthouse Investment Management
Massachusetts
$220K -$61.1K -2,420 -22%
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13
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