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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
351
Lutz Financial Services
Nebraska
$448K -$156K -6,440 -26%
IWM
352
IHT Wealth Management
Illinois
$448K -$230K -9,478 -34%
BJL
353
Brighton Jones LLC
Washington
$446K +$12.2K +502 +3%
WA
354
Win Advisors
Florida
$444K +$28.4K +1,174 +7%
FC
355
Financial Consulate
Maryland
$443K +$2.18K +90 +0.5%
SPA
356
Sentinel Pension Advisors
Massachusetts
$441K -$39.4K -1,628 -8%
EWA
357
EverSource Wealth Advisors
Alabama
$441K +$138K +5,712 +46%
SWA
358
SFMG Wealth Advisors
Texas
$433K -$97 -4 -0%
CMBA
359
C.M. Bidwell & Associates
Hawaii
$429K -$221K -9,108 -34%
IWN
360
Independent Wealth Network
Iowa
$429K -$29.9K -1,236 -7%
ATPW
361
Ashton Thomas Private Wealth
Arizona
$426K +$194 +8 +0%
VFIC
362
Valley Forge Investment Consultants
Pennsylvania
$422K +$80.8K +3,338 +24%
CF
363
Corrigan Financial
Rhode Island
$417K -$8.32M -343,598 -95%
MWM
364
MBE Wealth Management
Wisconsin
$409K -$15.9K -658 -4%
HFS
365
Howard Financial Services
Texas
$408K +$37.8K +1,562 +10%
RI
366
Ridgewood Investments
New Jersey
$407K – – –
NA
367
NewEdge Advisors
Louisiana
$407K -$31.8K -1,312 -7%
HNW
368
High Note Wealth
Minnesota
$399K – – –
PCA
369
Pallas Capital Advisors
Massachusetts
$399K – – –
HCM
370
Hengehold Capital Management
Ohio
$398K +$97 +4 +0%
WWM
371
Western Wealth Management
Colorado
$396K +$393K +16,222 New
LFA
372
Landmark Financial Advisors
Kentucky
$394K -$6.93K -286 -2%
FAM
373
Frontier Asset Management
Wyoming
$391K +$87.9K +3,628 +29%
ECM
374
Evergreen Capital Management
Washington
$390K +$37.7K +1,556 +11%
BWM
375
BCS Wealth Management
Tennessee
$389K +$30.7K +1,268 +9%
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15
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