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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
351
Guardian Financial Partners
California
$467K +$2.17K +90 +0.5%
AT
352
American Trust
Kentucky
$464K +$463K +19,220 New
WAM
353
Weatherly Asset Management
California
$459K – – –
CCM
354
Coldstream Capital Management
Washington
$457K +$457K +18,938 New
ZIM
355
Zacks Investment Management
Illinois
$454K +$142K +5,878 +45%
IWN
356
Independent Wealth Network
Iowa
$454K -$242K -10,058 -35%
LA
357
LexAurum Advisors
Kansas
$448K -$49K -2,032 -10%
JCM
358
Jacobsen Capital Management
Utah
$437K -$627 -26 -0.1%
FC
359
Financial Consulate
Maryland
$436K +$3.13K +130 +0.7%
SBL
360
Sargent Bickham Lagudis
Colorado
$434K -$1.12M -46,644 -72%
BJL
361
Brighton Jones LLC
Washington
$429K -$2.12K -88 -0.5%
SWA
362
SFMG Wealth Advisors
Texas
$429K -$23.1K -960 -5%
MA
363
Modus Advisors
Minnesota
$426K -$4.64M -192,252 -92%
DE
364
Day & Ennis
Georgia
$422K +$422K +17,502 New
ATPW
365
Ashton Thomas Private Wealth
Arizona
$421K +$62.5K +2,592 +17%
MWM
366
MBE Wealth Management
Wisconsin
$420K – – –
MCC
367
Money Concepts Capital
Florida
$416K +$414K +17,190 +29,638%
KWM
368
Kingsview Wealth Management
Oregon
$415K +$76.6K +3,178 +23%
AAM
369
Austin Asset Management
Texas
$412K – – –
WA
370
Win Advisors
Florida
$410K -$48.5K -2,012 -11%
NA
371
NewEdge Advisors
Louisiana
$409K +$88.1K +3,654 +26%
RI
372
Ridgewood Investments
New Jersey
$403K +$69.9K +2,900 +21%
PCA
373
Pallas Capital Advisors
Massachusetts
$398K +$395K +16,382 New
LFA
374
Landmark Financial Advisors
Kentucky
$397K -$10.8K -446 -3%
HNW
375
High Note Wealth
Minnesota
$395K -$2.8K -116 -0.7%
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15
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