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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
301
Optimal Asset Management
California
$414K -$1M -39,322 -71%
LNC
302
Lincoln National Corp
Pennsylvania
$412K -$408 -16 -0.1%
SIS
303
SVB Investment Services
Utah
$410K – – –
KLI
304
Kelman-Lazarov Inc
Tennessee
$406K -$6.15M -241,268 -94%
TCWM
305
Total Clarity Wealth Management
Illinois
$400K +$394K +15,450 New
EF
306
Empirical Finance
Pennsylvania
$391K -$132K -5,176 -26%
CCG
307
Ceeto Capital Group
Florida
$388K – – –
GC
308
Garde Capital
Washington
$388K +$163K +6,390 +74%
RJT
309
Raymond James Trust
Florida
$380K -$30.4K -1,192 -8%
HWMG
310
Hurlow Wealth Management Group
Indiana
$380K +$79.1K +3,104 +27%
SS
311
Simplicity Solutions
Minnesota
$375K +$369K +14,480 New
SDWMA
312
Schneider Downs Wealth Management Advisors
Pennsylvania
$374K -$786K -30,840 -68%
RPWA
313
Regent Peak Wealth Advisors
Georgia
$369K -$36.4K -1,430 -9%
ECM
314
Exchange Capital Management
Michigan
$353K -$32.1K -1,262 -8%
SW
315
SkyOak Wealth
Michigan
$351K +$346K +13,568 New
SI
316
SimpliFi Inc
California
$350K +$1.07K +42 +0.3%
PA
317
PFG Advisors
Arizona
$349K -$26.1K -1,024 -7%
RPA
318
Rock Point Advisors
Vermont
$346K -$9.42K -370 -3%
SFWA
319
Summit Financial Wealth Advisors
Louisiana
$344K -$77.5K -3,044 -19%
AP
320
Appleton Partners
Massachusetts
$341K -$5.45K -214 -2%
MAM
321
Marquette Asset Management
Minnesota
$332K +$30.1K +1,180 +10%
RIA
322
Realta Investment Advisors
Delaware
$328K +$3.52K +138 +1%
PFA
323
Pinnacle Family Advisors
Missouri
$324K -$389K -15,288 -55%
VHAM
324
Van Hulzen Asset Management
California
$319K -$18.4K -722 -6%
WA
325
WBH Advisory
Maryland
$319K +$28.8K +1,132 +10%
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