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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
351
PBMares Wealth Management
Virginia
$320K – – –
WA
352
WBH Advisory
Maryland
$319K -$2.92K -114 -0.9%
SFM
353
Signet Financial Management
New Jersey
$316K +$316K +12,340 New
SFP
354
Strategic Financial Partners
Oregon
$314K -$104K -4,066 -25%
AMIM
355
Aull & Monroe Investment Management
Alabama
$314K +$769 +30 +0.2%
BWM
356
BCS Wealth Management
Tennessee
$313K +$18.1K +706 +6%
AP
357
Appleton Partners
Massachusetts
$312K -$20.5K -800 -6%
BAM
358
Barrett Asset Management
New York
$311K -$25.6K -1,000 -8%
RPA
359
Rock Point Advisors
Vermont
$310K – – –
AWM
360
Aprio Wealth Management
Georgia
$310K +$310K +12,102 New
SFG
361
SageGuard Financial Group
Tennessee
$309K -$119K -4,652 -28%
SFWA
362
Summit Financial Wealth Advisors
Louisiana
$307K -$564 -22 -0.2%
GM
363
GeoWealth Management
Illinois
$294K +$7.94K +310 +3%
AP
364
Adero Partners
California
$294K +$27.8K +1,084 +10%
SHWM
365
Silicon Hills Wealth Management
Texas
$293K -$46K -1,796 -14%
IAA
366
Independent Advisor Alliance
North Carolina
$293K +$293K +11,452 New
CIM
367
Contravisory Investment Management
Massachusetts
$292K – – –
MWM
368
Modera Wealth Management
New Jersey
$291K +$292K +11,382 New
RPWA
369
Regent Peak Wealth Advisors
Georgia
$290K – – –
SA
370
SRH Advisors
Kansas
$290K – – –
WS
371
Wedbush Securities
California
$287K +$37.7K +1,472 +15%
TFCP
372
Twin Focus Capital Partners
Massachusetts
$285K – – –
SKK
373
Shepherd Kaplan Krochuk
Massachusetts
$283K – – –
WI
374
WBI Investments
New Jersey
$280K +$35.5K +1,386 +14%
SAMC
375
Spectrum Asset Management (California)
California
$277K -$97.4K -3,800 -26%
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