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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
426
Empirical Asset Management
Massachusetts
$273K -$1.6K -66 -0.6%
WC
427
Waterloo Capital
Texas
$269K -$39K -1,610 -13%
SCM
428
Seascape Capital Management
New Hampshire
$268K +$921 +38 +0.3%
DAC
429
Dividend Assets Capital
South Carolina
$264K – – –
KPWS
430
Kestra Private Wealth Services
Texas
$260K +$13.1K +540 +5%
PIA
431
Perennial Investment Advisors
California
$259K +$261K +10,776 New
GFG
432
Goldstone Financial Group
Illinois
$258K +$24.5K +1,010 +10%
NB
433
Nicolet Bankshares
Wisconsin
$256K +$258K +10,640 New
CPIG
434
Chicago Partners Investment Group
Illinois
$256K +$259K +10,674 New
BCWM
435
Bartlett & Co Wealth Management
Ohio
$255K +$582 +24 +0.2%
BC
436
Bartlett & Co
Ohio
$255K +$582 +24 +0.2%
PWM
437
PBMares Wealth Management
Virginia
$252K – – –
AP
438
Appleton Partners
Massachusetts
$250K -$7.81K -322 -3%
SPW
439
Sonoma Private Wealth
California
$247K – – –
CRI
440
Colonial River Investments
Virginia
$246K – – –
PCS
441
Personal CFO Solutions
New Jersey
$244K +$5.58K +230 +2%
FWA
442
Freedom Wealth Alliance
Wisconsin
$243K -$2.42K -100 -1%
MWM
443
Modera Wealth Management
New Jersey
$243K +$245K +10,096 New
MCM
444
Mengis Capital Management
Oregon
$242K +$244K +10,080 New
FFM
445
Forum Financial Management
Illinois
$242K -$46.2K -1,906 -16%
RJT
446
Raymond James Trust
Florida
$241K +$243K +10,012 New
AWM
447
Avaii Wealth Management
Wisconsin
$241K -$29K -1,196 -11%
FPCP
448
Fort Point Capital Partners
California
$238K -$97.8K -4,034 -29%
LFS
449
Lutz Financial Services
Nebraska
$237K -$206K -8,492 -46%
RWM
450
Reston Wealth Management
Virginia
$237K +$239K +9,848 New
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