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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
451
Dividend Assets Capital
South Carolina
$265K – – –
FFBTD
452
First Financial Bank - Trust Division
Ohio
$262K – – –
CA
453
Claro Advisors
Massachusetts
$261K -$17.1K -708 -6%
SPW
454
Sonoma Private Wealth
California
$260K +$16.9K +700 +7%
ES
455
Eagle Strategies
New York
$257K +$257K +10,642 New
IFG
456
Independent Financial Group
California
$254K +$5.7K +236 +2%
TIA
457
Tiemann Investment Advisors
California
$252K – – –
MWM
458
Modera Wealth Management
New Jersey
$251K +$251K +10,402 New
SAG
459
SageView Advisory Group
California
$250K +$232K +9,608 New
AWM
460
Avaii Wealth Management
Wisconsin
$247K +$25.8K +1,068 +12%
BPWM
461
Badgley Phelps Wealth Managers
Washington
$247K – – –
BAM
462
Bayshore Asset Management
Florida
$247K -$241 -10 -0.1%
MCM
463
Mengis Capital Management
Oregon
$243K +$26.9K +1,112 +12%
GWP
464
Gateway Wealth Partners
Wisconsin
$240K +$241K +9,974 New
AAS
465
Ameritas Advisory Services
Nebraska
$236K -$988K -40,914 -81%
LFA
466
Lauterbach Financial Advisors
Texas
$235K +$1.16K +48 +0.5%
LGWM
467
Litman Gregory Wealth Management
California
$232K +$233K +9,640 New
CCM
468
Carlson Capital Management
Minnesota
$232K -$435 -18 -0.2%
WFA
469
WMG Financial Advisors
Tennessee
$232K +$232K +9,622 New
PIMG
470
Patriot Investment Management Group
Tennessee
$231K -$5.65K -234 -2%
SWA
471
SFMG Wealth Advisors
Texas
$231K – – –
VAS
472
Vestmark Advisory Solutions
Massachusetts
$229K +$229K +9,494 New
SCM
473
Seascape Capital Management
New Hampshire
$228K -$26K -1,076 -10%
AR
474
Apeiron RIA
Texas
$227K +$227K +9,412 New
SPA
475
Sentinel Pension Advisors
Massachusetts
$227K -$136K -5,624 -37%
17 18
19
20 21