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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
351
Ashton Thomas Private Wealth
Arizona
$358K -$73.1K -2,990 -17%
CCM
352
Chilton Capital Management
Texas
$352K -$44.5K -1,818 -11%
SCM
353
Seascape Capital Management
New Hampshire
$351K -$259K -10,604 -42%
RRC
354
Relaxing Retirement Coach
Massachusetts
$350K -$76.2K -3,116 -18%
WWM
355
Western Wealth Management
Colorado
$348K -$13.6K -556 -4%
CFO
356
CVA Family Office
Colorado
$348K -$9.49K -388 -3%
ECM
357
Evergreen Capital Management
Washington
$348K – – –
AOWM
358
Alpha Omega Wealth Management
Virginia
$347K +$126K +5,150 +56%
NA
359
NewEdge Advisors
Louisiana
$345K -$14.5K -592 -4%
KWM
360
Kingsview Wealth Management
Oregon
$339K -$2.98K -122 -0.9%
BFM
361
Boston Financial Management
Massachusetts
$338K -$779K -31,836 -69%
RWM
362
Reston Wealth Management
Virginia
$333K -$91.5K -3,742 -21%
RI
363
Ridgewood Investments
New Jersey
$333K +$9.78K +400 +3%
SL
364
SWMG LLC
Texas
$331K +$335K +13,708 New
RPA
365
Rock Point Advisors
Vermont
$330K +$29.3K +1,200 +10%
SPC
366
Sigma Planning Corp
Michigan
$326K +$331K +13,514 New
PFGIA
367
Patriot Financial Group Insurance Agency
Massachusetts
$323K -$1.06M -43,440 -76%
FA
368
Faithward Advisors
Pennsylvania
$322K -$14.6M -597,098 -98%
DWM
369
Darwin Wealth Management
Florida
$317K +$25.8K +1,054 +9%
ZIM
370
Zacks Investment Management
Illinois
$312K +$316K +12,940 New
FAM
371
Frontier Asset Management
Wyoming
$309K -$74.6K -3,052 -19%
PCS
372
Personal CFO Solutions
New Jersey
$305K – – –
WS
373
Wedbush Securities
California
$300K -$15.3K -626 -5%
HA
374
HC Advisors
Georgia
$299K -$487K -19,930 -62%
WKSWA
375
White Knight Strategic Wealth Advisors
New Jersey
$299K -$13.1K -536 -4%
13 14
15
16 17