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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
401
Versant Capital Management
Arizona
$389K +$112K +4,644 +40%
SWA
402
Sightline Wealth Advisors
Connecticut
$388K +$80K +3,314 +26%
FAG
403
Financial Architects (Georgia)
Georgia
$387K +$4.83K +200 +1%
GG
404
Gleason Group
Kentucky
$386K +$2.9K +120 +0.8%
SWP
405
Significant Wealth Partners
Illinois
$385K +$385K +15,954 New
V
406
ViaWealth
Kansas
$381K -$19.2K -794 -5%
WAP
407
Wealthcare Advisory Partners
Pennsylvania
$375K +$32.4K +1,340 +9%
CRC
408
Curi RMB Capital
Illinois
$365K +$365K +15,132 New
LRPA
409
L. Roy Papp & Associates
Arizona
$363K +$3.24K +134 +0.9%
CCG
410
Ceeto Capital Group
Florida
$362K – – –
BF
411
BOK Financial
Oklahoma
$355K -$39.2K -1,622 -10%
CFS
412
CRA Financial Services
New Jersey
$353K +$20.3K +840 +6%
CAL
413
Capital Analysts LLC
Pennsylvania
$353K +$200K +8,296 +131%
AMIM
414
Aull & Monroe Investment Management
Alabama
$352K +$70.5K +2,920 +25%
EWP
415
Elevation Wealth Partners
California
$351K +$352K +14,564 New
LWM
416
Laidlaw Wealth Management
New York
$338K -$25K -1,034 -7%
ATPW
417
Ashton Thomas Private Wealth
Arizona
$334K +$241 +10 +0.1%
CFO
418
CVA Family Office
Colorado
$334K +$97 +4 +0%
BCI
419
Brinker Capital Investments
Pennsylvania
$328K -$229K -9,468 -41%
OPS
420
Orion Portfolio Solutions
Nebraska
$328K -$229K -9,468 -41%
BCWM
421
Bartlett & Co Wealth Management
Ohio
$326K +$40.8K +1,690 +14%
AOWM
422
Alpha Omega Wealth Management
Virginia
$326K -$69.4K -2,874 -18%
DWT
423
Dorsey & Whitney Trust
South Dakota
$326K -$214K -8,858 -40%
EAM
424
Empirical Asset Management
Massachusetts
$324K +$14.2K +586 +5%
PAI
425
Pittenger & Anderson Inc
Nebraska
$316K +$185K +7,658 +140%
15 16
17
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