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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
376
American Capital Advisory
Idaho
$531K -$291K -12,010 -35%
GWANC
377
Guardian Wealth Advisors (North Carolina)
North Carolina
$529K -$5.45K -225 -1%
CWP
378
Core Wealth Partners
California
$528K +$1.94K +80 +0.4%
IG
379
Ithaka Group
Virginia
$527K +$524K +21,645 New
LEFP
380
Leading Edge Financial Planning
Tennessee
$526K – – –
RW
381
REDW Wealth
New Mexico
$511K -$7.63K -315 -1%
BFA
382
Bragg Financial Advisors
North Carolina
$507K – – –
CA
383
Clearstead Advisors
Ohio
$504K -$150K -6,187 -23%
RCS
384
Retirement Capital Strategies
California
$504K – – –
BF
385
Brucke Financial
Indiana
$501K -$6.51K -269 -1%
BWM
386
Blossom Wealth Management
California
$499K +$67.8K +2,802 +16%
PFGIA
387
Patriot Financial Group Insurance Agency
Massachusetts
$498K -$11.3K -468 -2%
BCI
388
Brinker Capital Investments
Pennsylvania
$498K -$45.4K -1,874 -8%
OPS
389
Orion Portfolio Solutions
Nebraska
$498K -$45.4K -1,874 -8%
SIM
390
Studio Investment Management
Illinois
$497K -$142K -5,850 -22%
TSS
391
Two Sigma Securities
New York
$495K -$580K -23,954 -54%
IFG
392
Independent Financial Group
California
$492K -$26.1K -1,079 -5%
WS
393
Wedbush Securities
California
$489K +$33.7K +1,392 +7%
BFM
394
Boothbay Fund Management
New York
$487K -$257K -10,600 -35%
JCM
395
Jacobi Capital Management
Pennsylvania
$474K -$10.2K -422 -2%
SG
396
Somerset Group
Minnesota
$472K -$4.36K -180 -0.9%
CFS
397
Coordinated Financial Services
Colorado
$470K +$100K +4,130 +27%
BJL
398
Brighton Jones LLC
Washington
$466K +$16.8K +692 +4%
BBNA
399
Bremer Bank National Association
Minnesota
$464K – – –
SWM
400
Selective Wealth Management
Virginia
$461K +$460K +19,000 New
14 15
16
17 18