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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
301
Inspire Advisors
Idaho
$1.05M -$2.2M -90,462 -68%
LK
302
Lumbard & Kellner
New Hampshire
$1.05M -$88.4K -3,635 -8%
VCWM
303
Vista Cima Wealth Management
Arizona
$1.05M +$50.7K +2,084 +5%
NRI
304
NFP Retirement Inc
California
$1.04M +$58.5K +2,404 +6%
BFWM
305
Bright Futures Wealth Management
New York
$1.04M +$1.03M +42,465 New
LA
306
Lindenwold Advisors
Pennsylvania
$1.03M -$973 -40 -0.1%
CIA
307
Concurrent Investment Advisors
Florida
$1.03M -$20.2K -832 -2%
JWCA
308
J.W. Cole Advisors
Florida
$1.03M +$657 +27 +0.1%
HCWM
309
Hidden Cove Wealth Management
Washington
$1.03M +$209K +8,572 +26%
TCM
310
Twele Capital Management
Minnesota
$1.03M +$4.53K +186 +0.4%
GFP
311
Guardian Financial Partners
California
$1.02M -$42.7K -1,755 -4%
SFA
312
Seneca Financial Advisors
New York
$1.01M -$2.11M -86,713 -68%
LF
313
LifePlan Financial
Minnesota
$1.01M -$24.9K -1,025 -2%
KWM
314
Kingsview Wealth Management
Oregon
$997K -$8.2K -337 -0.8%
DBRC
315
D.B. Root & Company
Pennsylvania
$993K -$55K -2,261 -5%
TWM
316
Trevian Wealth Management
Massachusetts
$954K +$951K +39,081 New
TWP
317
Tempus Wealth Planning
California
$944K +$105K +4,317 +13%
SPL
318
Smart Portfolios LLC
Washington
$938K -$13.1K -540 -1%
BCA
319
Bay Colony Advisors
Massachusetts
$932K -$328K -13,484 -26%
KAS
320
Kestra Advisory Services
Texas
$929K +$625K +25,703 +208%
EWM
321
Elmwood Wealth Management
California
$927K – – –
AWAG
322
ARS Wealth Advisors Group
Florida
$922K +$20.1K +824 +2%
SAM
323
Sherman Asset Management
California
$919K -$27.7K -1,140 -3%
BCI
324
Brinker Capital Investments
Pennsylvania
$914K +$356K +14,613 +64%
AWM
325
Accurate Wealth Management
Florida
$912K -$8.54K -351 -0.9%
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