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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
451
LexAurum Advisors
Kansas
$236K -$91.5K -3,772 -28%
BPA
452
Beacon Pointe Advisors
California
$233K -$485K -19,988 -67%
PWP
453
Private Wealth Partners
California
$233K – – –
HA
454
Herold Advisors
New York
$232K +$234K +9,650 New
PMG
455
ProVise Management Group
Florida
$227K +$3.1K +128 +1%
MI
456
Moneywise Inc
Virginia
$226K -$38.7K -1,596 -14%
EFG
457
Ethos Financial Group
Pennsylvania
$226K – – –
LFA
458
Lauterbach Financial Advisors
Texas
$224K +$1.36K +56 +0.6%
FLPIM
459
F.L. Putnam Investment Management
Massachusetts
$220K +$222K +9,142 New
FPAS
460
Focus Partners Advisor Solutions
Missouri
$220K -$69.9K -2,884 -24%
SL
461
SWMG LLC
Texas
$219K – – –
IAA
462
Independent Advisor Alliance
North Carolina
$219K – – –
FAM
463
Family Asset Management
South Carolina
$216K -$91.5K -3,772 -30%
WKSWA
464
White Knight Strategic Wealth Advisors
New Jersey
$213K -$2.04K -84 -0.9%
SAMC
465
Spectrum Asset Management (California)
California
$212K +$214K +8,840 New
BDWCC
466
B&D White Capital Company
Texas
$211K +$213K +8,790 New
AL
467
ACAS LLC
California
$210K -$32.6K -1,344 -13%
BAMG
468
Brand Asset Management Group
Missouri
$210K +$1.6K +66 +0.8%
CIA
469
Cape Investment Advisory
Georgia
$204K +$12.2K +504 +6%
LCM
470
Logan Capital Management
Pennsylvania
$199K – – –
ACA
471
Atlas Capital Advisors
Wyoming
$196K +$13.8K +570 +8%
TCM
472
Tradewinds Capital Management
Washington
$194K +$1.31K +54 +0.7%
APCM
473
Alaska Permanent Capital Management
Alaska
$190K +$192K +7,900 New
WP
474
WealthShield Partners
North Carolina
$188K +$11.2K +460 +6%
AAM
475
Advisors Asset Management
Colorado
$176K +$103K +4,242 +138%
17 18
19
20 21