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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
AMIM
451
Aull & Monroe Investment Management
Alabama
$252K -$99.2K -4,136 -28%
TIA
452
Tiemann Investment Advisors
California
$251K – – –
MWM
453
Modera Wealth Management
New Jersey
$250K – – –
WFA
454
WMG Financial Advisors
Tennessee
$250K +$18.4K +766 +8%
LGWM
455
Litman Gregory Wealth Management
California
$245K +$13.4K +560 +6%
AAS
456
Ameritas Advisory Services
Nebraska
$242K +$6.91K +288 +3%
AWM
457
Avaii Wealth Management
Wisconsin
$241K -$6.04K -252 -2%
CHA
458
Carmichael Hill & Associates
Maryland
$239K +$71.1K +2,964 +42%
JCM
459
Jacobi Capital Management
Pennsylvania
$232K +$231K +9,652 New
CCM
460
Carlson Capital Management
Minnesota
$232K -$144 -6 -0.1%
SWA
461
SFMG Wealth Advisors
Texas
$230K – – –
AR
462
Apeiron RIA
Texas
$230K +$3.5K +146 +2%
LIA
463
Lynx Investment Advisory
District of Columbia
$227K +$226K +9,428 New
PIMG
464
Patriot Investment Management Group
Tennessee
$227K -$3.98K -166 -2%
D
465
Diversified
Delaware
$226K +$225K +9,374 New
PMG
466
ProVise Management Group
Florida
$225K +$144 +6 +0.1%
SCM
467
Seascape Capital Management
New Hampshire
$224K -$3.65K -152 -2%
VAS
468
Vestmark Advisory Solutions
Massachusetts
$223K -$5.37K -224 -2%
FM
469
Foster & Motley
Ohio
$221K +$3.36K +140 +2%
RJT
470
Raymond James Trust
Florida
$220K – – –
IWM
471
IHT Wealth Management
Illinois
$220K +$528 +22 +0.2%
CAM
472
Cresset Asset Management
Illinois
$219K +$218K +9,094 New
SSB
473
Sandy Spring Bank
Maryland
$219K +$110K +4,586 +102%
DI
474
Diligent Investors
California
$219K -$54.3K -2,266 -20%
KPP
475
Kings Path Partners
Texas
$216K +$215K +8,974 New
17 18
19
20 21