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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
451
Lutz Financial Services
Nebraska
$223K -$13.5K -562 -6%
GWP
452
Gateway Wealth Partners
Wisconsin
$223K +$223K +9,306 New
EFG
453
Ethos Financial Group
Pennsylvania
$222K – – –
FPAS
454
Focus Partners Advisor Solutions
Missouri
$222K +$3.21K +134 +1%
AWM
455
Accurate Wealth Management
Florida
$222K -$223K -9,314 -50%
NHT
456
New Hampshire Trust
New Hampshire
$218K +$218K +9,108 New
AWM
457
Avaii Wealth Management
Wisconsin
$218K -$22.2K -928 -9%
CWM
458
Cabot Wealth Management
Massachusetts
$217K -$211K -8,800 -49%
FAIM
459
Financial Advocates Investment Management
Washington
$216K -$218K -9,098 -50%
MCM
460
Mengis Capital Management
Oregon
$214K -$27.5K -1,148 -11%
SG
461
StoneX Group
New York
$213K -$226K -9,428 -51%
CIA
462
Cape Investment Advisory
Georgia
$210K +$7.33K +306 +4%
AL
463
ACAS LLC
California
$207K -$2.59K -108 -1%
BDWCC
464
B&D White Capital Company
Texas
$206K -$4.6K -192 -2%
OFS
465
OneAscent Financial Services
Alabama
$204K +$205K +8,538 New
LCM
466
Logan Capital Management
Pennsylvania
$203K +$4.7K +196 +2%
SFM
467
Signet Financial Management
New Jersey
$200K -$98.6K -4,114 -33%
ACA
468
Atlas Capital Advisors
Wyoming
$200K +$4.6K +192 +2%
APCM
469
Alaska Permanent Capital Management
Alaska
$189K – – –
WP
470
WealthShield Partners
North Carolina
$188K – – –
WBC
471
West Branch Capital
Massachusetts
$176K +$1.77K +74 +1%
CIM
472
Contravisory Investment Management
Massachusetts
$154K -$119K -4,970 -44%
CAL
473
Capital Analysts LLC
Pennsylvania
$151K +$52.7K +2,200 +53%
CHA
474
Carmichael Hill & Associates
Maryland
$147K +$2.54K +106 +2%
WT
475
Washington Trust
Rhode Island
$129K – – –
17 18
19
20 21