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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
301
Jacobsen Capital Management
Utah
$561K +$188K +7,312 +50%
FG
302
Foster Group
Iowa
$550K +$550K +21,396 New
EAM
303
Evanson Asset Management
California
$548K -$190K -7,384 -26%
PWA
304
Providence Wealth Advisors
Illinois
$548K +$17.2K +668 +3%
SKK
305
Shepherd Kaplan Krochuk
Massachusetts
$542K +$105K +4,080 +24%
NB
306
Nicolet Bankshares
Wisconsin
$538K +$108K +4,206 +25%
VWA
307
Visionary Wealth Advisors
Illinois
$530K -$300K -11,670 -36%
TF
308
Trek Financial
Arizona
$528K -$623K -24,236 -54%
WI
309
WBI Investments
New Jersey
$522K +$522K +20,306 New
PFGIA
310
Patriot Financial Group Insurance Agency
Massachusetts
$516K +$188K +7,296 +57%
PIMG
311
Patriot Investment Management Group
Tennessee
$510K -$360K -13,986 -41%
FWM
312
Focused Wealth Management
New York
$509K – – –
DI
313
Diligent Investors
California
$506K +$4.94K +192 +1%
DWM
314
Darwin Wealth Management
Florida
$502K +$503K +19,572 New
PIA
315
Perennial Investment Advisors
California
$501K +$102K +3,980 +26%
MCC
316
Money Concepts Capital
Florida
$499K +$499K +19,402 New
PCIA
317
Prime Capital Investment Advisors
Kansas
$497K +$72.9K +2,834 +17%
WAM
318
Weatherly Asset Management
California
$489K – – –
HFA
319
Hoover Financial Advisors
Pennsylvania
$480K +$14.8K +576 +3%
SBH
320
Segall Bryant & Hamill
Illinois
$463K – – –
PA
321
PFG Advisors
Arizona
$456K -$67.9K -2,642 -13%
SW
322
SVB Wealth
Massachusetts
$454K -$42.9K -1,668 -9%
CFO
323
CVA Family Office
Colorado
$447K – – –
MFG
324
MidWestOne Financial Group
Iowa
$438K -$145K -5,636 -25%
PA
325
Procyon Advisors
Connecticut
$437K – – –
11 12
13
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