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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
B
451
Bailard
California
$230K +$228K +9,420 New
FT
452
Fiduciary Trust
Massachusetts
$228K +$227K +9,362 New
PMG
453
ProVise Management Group
Florida
$228K -$35.5K -1,464 -14%
LFA
454
Lauterbach Financial Advisors
Texas
$227K +$225K +9,286 New
EFG
455
Ethos Financial Group
Pennsylvania
$226K – – –
SL
456
SWMG LLC
Texas
$223K +$4.5K +186 +2%
IAA
457
Independent Advisor Alliance
North Carolina
$222K – – –
WKSWA
458
White Knight Strategic Wealth Advisors
New Jersey
$218K -$52.8K -2,182 -20%
DWM
459
Darwin Wealth Management
Florida
$217K -$4.55K -188 -2%
BAMG
460
Brand Asset Management Group
Missouri
$211K +$775 +32 +0.4%
LCM
461
Logan Capital Management
Pennsylvania
$202K +$14.8K +610 +8%
TCM
462
Tradewinds Capital Management
Washington
$196K +$726 +30 +0.4%
ADL
463
Asset Dedication LLC
California
$195K – – –
CIA
464
Cape Investment Advisory
Georgia
$195K +$193K +7,974 New
ACA
465
Atlas Capital Advisors
Wyoming
$185K -$7.46K -308 -4%
WP
466
WealthShield Partners
North Carolina
$180K +$179K +7,382 New
CHA
467
Carmichael Hill & Associates
Maryland
$179K +$17.4K +718 +11%
VCM
468
Versant Capital Management
Arizona
$177K +$30.2K +1,246 +21%
AC
469
AlphaCore Capital
California
$177K +$175K +7,244 New
WBC
470
West Branch Capital
Massachusetts
$176K +$920 +38 +0.5%
LSA
471
Lansing Street Advisors
Pennsylvania
$170K +$823 +34 +0.5%
WT
472
Washington Trust
Rhode Island
$150K – – –
CFD
473
Creative Financial Designs
Indiana
$146K -$11.2K -462 -7%
LB
474
Legacy Bridge
Iowa
$137K -$45.1K -1,864 -25%
SIS
475
Sound Income Strategies
Florida
$121K -$17.5K -722 -13%
17 18
19
20 21