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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
301
Rockefeller Capital Management
New York
$491K +$135K +5,268 +38%
WAM
302
Weatherly Asset Management
California
$488K – – –
TF
303
Trek Financial
Arizona
$487K -$40.6K -1,582 -8%
AL
304
ACAS LLC
California
$481K +$481K +18,732 New
NB
305
Nicolet Bankshares
Wisconsin
$473K -$64.2K -2,500 -12%
BCWM
306
Bartlett & Co Wealth Management
Ohio
$467K +$33.8K +1,318 +8%
BC
307
Bartlett & Co
Ohio
$467K +$33.8K +1,318 +8%
TIM
308
Tortoise Investment Management
New York
$463K -$107K -4,168 -19%
SBH
309
Segall Bryant & Hamill
Illinois
$462K – – –
HCM
310
Hilton Capital Management
New York
$458K -$124K -4,840 -21%
AIA
311
Arcadia Investment Advisors
Idaho
$454K -$167K -6,490 -27%
SW
312
SVB Wealth
Massachusetts
$454K +$103 +4 +0%
MCC
313
Money Concepts Capital
Florida
$452K -$45.9K -1,788 -9%
GCA
314
Gradient Capital Advisors
California
$450K -$571K -22,236 -56%
KWM
315
Kingsview Wealth Management
Oregon
$446K -$168K -6,532 -27%
NFG
316
Next Financial Group
Texas
$440K -$173K -6,752 -28%
SGCA
317
Steel Grove Capital Advisors
Tennessee
$434K – – –
PIA
318
Perennial Investment Advisors
California
$423K -$77K -3,000 -15%
GRP
319
Global Retirement Partners
California
$414K – – –
BJL
320
Brighton Jones LLC
Washington
$412K +$77K +3,000 +23%
TWP
321
Total Wealth Planning
Ohio
$411K -$20K -778 -5%
HCM
322
Hengehold Capital Management
Ohio
$411K – – –
SFG
323
SageGuard Financial Group
Tennessee
$403K +$21.9K +854 +6%
CCM
324
Chilton Capital Management
Texas
$403K +$29K +1,130 +8%
PWM
325
PBMares Wealth Management
Virginia
$403K +$403K +15,698 New
11 12
13
14 15