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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
326
Commons Capital
Massachusetts
$903K +$32.5K +1,337 +4%
FIC
327
Family Investment Center
Missouri
$892K +$5.82K +239 +0.7%
BSTWA
328
Blake Schutter Theil Wealth Advisors
Ohio
$890K -$36.7K -1,508 -4%
EWA
329
Exencial Wealth Advisors
Oklahoma
$882K -$12.1K -497 -1%
CP
330
Cumberland Partners
Ontario, Canada
$878K -$413K -16,979 -32%
SPF
331
South Plains Financial
Texas
$864K +$5.3K +218 +0.6%
WFA
332
Websterrogers Financial Advisors
South Carolina
$851K +$8.15K +335 +1%
CFP
333
Curran Financial Partners
South Carolina
$843K -$1.36M -55,995 -62%
CFS
334
Coordinated Financial Services
Colorado
$830K +$292K +12,006 +55%
KCIC
335
Kuhn & Co Investment Counsel
Illinois
$819K +$22.3K +916 +3%
NHT
336
New Hampshire Trust
New Hampshire
$813K +$196K +8,053 +32%
SWA
337
Sightline Wealth Advisors
Connecticut
$812K +$361K +14,820 +80%
OIA
338
OneDigital Investment Advisors
Kansas
$806K +$21.9K +899 +3%
SW
339
Simplicity Wealth
New Jersey
$804K +$802K +32,959 New
UCFA
340
United Capital Financial Advisors
Texas
$802K -$101K -4,157 -11%
CA
341
Cambridge Advisors
Nebraska
$799K – – –
GTAM
342
Global Trust Asset Management
Florida
$799K -$58.4K -2,400 -7%
PS
343
Planned Solutions
California
$793K -$5.47K -225 -0.7%
CBA
344
Coastal Bridge Advisors
Connecticut
$770K -$28.4K -1,169 -4%
MS
345
Madden Securities
Texas
$769K -$8.56K -352 -1%
HF
346
HRT Financial
New York
$737K +$44.9K +1,847 +7%
CIC
347
Chilton Investment Company
Connecticut
$730K -$35.3K -1,450 -5%
GWP
348
Gateway Wealth Partners
Wisconsin
$729K -$162K -6,657 -18%
LJAC
349
L.J. Altfest & Co
New York
$728K +$39.5K +1,623 +6%
WWM
350
Western Wealth Management
Colorado
$725K +$117K +4,827 +19%
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14
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