We are live on ! Find out more
SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
EE
401
EWG Elevate
California
$255K +$5.72K +234 +2%
PWM
402
PBMares Wealth Management
Virginia
$253K – – –
VFIC
403
Valley Forge Investment Consultants
Pennsylvania
$253K +$28.3K +1,158 +12%
ACM
404
Antonetti Capital Management
Florida
$250K -$19.6K -800 -7%
PAS
405
Park Avenue Securities
New York
$246K -$2.31M -94,456 -90%
BC
406
Bartlett & Co
Ohio
$246K +$25.2K +1,030 +11%
BCWM
407
Bartlett & Co Wealth Management
Ohio
$246K +$25.2K +1,030 +11%
CF
408
Centaurus Financial
California
$244K +$33.9K +1,386 +16%
FWM
409
Finer Wealth Management
Massachusetts
$241K -$64.8K -2,648 -21%
MLA
410
My Legacy Advisors
Oregon
$238K -$335K -13,692 -58%
GHA
411
GW Henssler & Associates
Georgia
$231K – – –
AAS
412
Avantax Advisory Services
Texas
$231K +$234K +9,574 New
CBFP
413
Cedar Brook Financial Partners
Ohio
$230K +$30.5K +1,248 +15%
WI
414
WBI Investments
New Jersey
$228K -$26.2M -1,072,720 -99%
BWP
415
Balboa Wealth Partners
Arizona
$227K +$230K +9,420 New
CSIC
416
Clifford Swan Investment Counsel
California
$225K – – –
CSPAM
417
Cary Street Partners Asset Management
Virginia
$225K +$228K +9,338 New
IAA
418
Independent Advisor Alliance
North Carolina
$222K +$1.86K +76 +0.8%
GRP
419
Global Retirement Partners
California
$217K -$18.6K -762 -8%
LTL
420
Lowery Thomas LLC
California
$216K -$370K -15,130 -63%
DSAM
421
Dock Street Asset Management
Florida
$213K -$21.8K -890 -9%
VNA
422
Valley National Advisers
Pennsylvania
$212K -$452K -18,494 -68%
TCM
423
Triumph Capital Management
Colorado
$212K +$215K +8,776 New
BFG
424
Berger Financial Group
Minnesota
$211K – – –
RPG
425
Resource Planning Group
Georgia
$210K -$111K -4,540 -34%
15 16
17
18 19