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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
376
Hengehold Capital Management
Ohio
$394K +$145 +6 +0%
CFA
377
Cahill Financial Advisors
Minnesota
$393K -$11.1K -460 -3%
MWM
378
Meridian Wealth Management
Kentucky
$392K +$93.1K +3,862 +31%
LRPA
379
L. Roy Papp & Associates
Arizona
$381K – – –
FW
380
FirstPurpose Wealth
Utah
$381K -$129K -5,354 -25%
JF
381
Joule Financial
Kentucky
$374K – – –
AOWM
382
Alpha Omega Wealth Management
Virginia
$372K +$24.9K +1,032 +7%
HFS
383
Howard Financial Services
Texas
$366K -$60.5K -2,510 -14%
CCG
384
Ceeto Capital Group
Florida
$362K – – –
BWM
385
BCS Wealth Management
Tennessee
$354K -$15.9K -658 -4%
SC
386
Savant Capital
Illinois
$353K -$19.3K -800 -5%
ECM
387
Evergreen Capital Management
Washington
$348K – – –
SCM
388
Seascape Capital Management
New Hampshire
$347K -$4.29K -178 -1%
LJAC
389
L.J. Altfest & Co
New York
$346K -$172K -7,148 -33%
SPC
390
Sigma Planning Corp
Michigan
$345K +$19.2K +796 +6%
BFM
391
Boston Financial Management
Massachusetts
$338K – – –
VFIC
392
Valley Forge Investment Consultants
Pennsylvania
$336K +$83.3K +3,454 +33%
KPWS
393
Kestra Private Wealth Services
Texas
$331K +$331K +13,734 New
RPA
394
Rock Point Advisors
Vermont
$330K – – –
CFO
395
CVA Family Office
Colorado
$329K -$18.4K -762 -5%
FMC
396
First Merchants Corp
Indiana
$328K -$236K -9,772 -42%
CCM
397
Chilton Capital Management
Texas
$317K -$34.9K -1,448 -10%
TF
398
Trek Financial
Arizona
$313K +$313K +12,978 New
TFCP
399
Twin Focus Capital Partners
Massachusetts
$309K -$55.1K -2,286 -15%
RRC
400
Relaxing Retirement Coach
Massachusetts
$309K -$41.1K -1,704 -12%
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16
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