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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
426
Strategic Financial Partners
Oregon
$278K – – –
CIM
427
Contravisory Investment Management
Massachusetts
$278K – – –
SA
428
SRH Advisors
Kansas
$276K – – –
MGIA
429
Moneta Group Investment Advisors
Missouri
$275K +$273K +11,266 New
AWM
430
Avaii Wealth Management
Wisconsin
$274K -$5.71K -236 -2%
SCM
431
Seascape Capital Management
New Hampshire
$272K -$78.7K -3,248 -23%
FA
432
Faithward Advisors
Pennsylvania
$271K – – –
MI
433
Moneywise Inc
Virginia
$269K +$1.6K +66 +0.6%
DAC
434
Dividend Assets Capital
South Carolina
$265K – – –
WS
435
Wedbush Securities
California
$265K +$3.1K +128 +1%
SFG
436
StrategIQ Financial Group
Indiana
$262K +$261K +10,758 New
AP
437
Appleton Partners
Massachusetts
$262K -$6.05K -250 -2%
BC
438
Bartlett & Co
Ohio
$259K +$20.8K +860 +9%
BCWM
439
Bartlett & Co Wealth Management
Ohio
$259K +$20.8K +860 +9%
MWM
440
Meridian Wealth Management
Kentucky
$256K -$139K -5,746 -35%
PWM
441
PBMares Wealth Management
Virginia
$256K – – –
GWM
442
GSB Wealth Management
Connecticut
$254K +$255K +10,512 New
SPW
443
Sonoma Private Wealth
California
$251K +$249K +10,282 New
KPWS
444
Kestra Private Wealth Services
Texas
$251K -$83.8K -3,460 -25%
CRI
445
Colonial River Investments
Virginia
$250K +$248K +10,250 New
FWA
446
Freedom Wealth Alliance
Wisconsin
$248K -$8.23K -340 -3%
AL
447
ACAS LLC
California
$246K -$9.54K -394 -4%
PCS
448
Personal CFO Solutions
New Jersey
$242K +$240K +9,928 New
GFG
449
Goldstone Financial Group
Illinois
$237K +$235K +9,724 New
PWP
450
Private Wealth Partners
California
$237K +$235K +9,700 New
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