We are live on ! Find out more
SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
301
Dopkins Wealth Management
New York
$811K -$28.6K -1,186 -3%
PSCM
302
Per Stirling Capital Management
Texas
$803K -$4.59K -190 -0.6%
CA
303
Cambridge Advisors
Nebraska
$795K – – –
GVAG
304
Great Valley Advisor Group
Delaware
$793K -$731K -30,292 -48%
HSA
305
HBK Sorce Advisory
Pennsylvania
$790K +$218K +9,044 +38%
GFP
306
Guardian Financial Partners
California
$782K +$86.2K +3,570 +12%
NCM
307
Nelson Capital Management
California
$773K -$67.9K -2,810 -8%
RG
308
Retirement Group
California
$767K -$73.3K -3,034 -9%
TW
309
TrinityPoint Wealth
Connecticut
$763K +$8.16K +338 +1%
CGL
310
Clarius Group LLC
Washington
$748K -$15.8K -654 -2%
NHT
311
New Hampshire Trust
New Hampshire
$746K +$142K +5,872 +23%
PS
312
Planned Solutions
California
$745K +$34.3K +1,422 +5%
VVP
313
Venture Visionary Partners
Ohio
$744K -$531 -22 -0.1%
B
314
Bensler
Washington
$740K -$276K -11,436 -27%
NFW
315
Noble Family Wealth
Florida
$732K -$87.8K -3,636 -11%
TWP
316
Tempus Wealth Planning
California
$728K +$94.4K +3,910 +15%
SWM
317
SeaCrest Wealth Management
New York
$722K -$64.2K -2,658 -8%
WFS
318
Weitzel Financial Services
Iowa
$717K -$277K -11,490 -28%
RWA
319
Roberts Wealth Advisors
California
$716K -$3.86K -160 -0.5%
VFIC
320
Valley Forge Investment Consultants
Pennsylvania
$715K +$25.6K +1,060 +4%
PSP
321
Pacific Sage Partners
Washington
$714K -$342K -14,146 -32%
RFA
322
Resurgent Financial Advisors
Georgia
$712K +$358K +14,820 +101%
PWM
323
Perigon Wealth Management
California
$701K +$63.7K +2,636 +10%
UB
324
UMB Bank
Missouri
$695K – – –
EFS
325
Econ Financial Services
Pennsylvania
$688K -$304K -12,594 -31%
11 12
13
14 15