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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
451
Modera Wealth Management
New Jersey
$255K – – –
WFA
452
WMG Financial Advisors
Tennessee
$255K +$292 +12 +0.1%
BAMG
453
Brand Asset Management Group
Missouri
$252K +$250K +10,290 New
WLIM
454
White Lighthouse Investment Management
Massachusetts
$252K -$15.8K -650 -6%
WC
455
Waterloo Capital
Texas
$251K -$12K -494 -5%
BCM
456
Blume Capital Management
California
$248K -$2.52M -103,710 -91%
LGWM
457
Litman Gregory Wealth Management
California
$246K -$3.89K -160 -2%
IWM
458
IHT Wealth Management
Illinois
$244K +$20K +824 +9%
FFA
459
Florida Financial Advisors
Florida
$241K +$30.2K +1,242 +14%
GCA
460
Gradient Capital Advisors
California
$238K +$236K +9,726 New
AMIM
461
Aull & Monroe Investment Management
Alabama
$236K -$20.2K -830 -8%
CCM
462
Carlson Capital Management
Minnesota
$236K – – –
CCM
463
Coldstream Capital Management
Washington
$236K +$475K +19,524 New
FAIM
464
Financial Advocates Investment Management
Washington
$235K +$169K +6,972 New
AR
465
Apeiron RIA
Texas
$234K – – –
LCM
466
Logan Capital Management
Pennsylvania
$231K +$17K +700 +8%
LIA
467
Lynx Investment Advisory
District of Columbia
$230K -$438 -18 -0.2%
D
468
Diversified
Delaware
$230K +$583 +24 +0.3%
DE
469
Diversified Enterprises
Delaware
$230K +$228K +9,398 New
SCM
470
Seascape Capital Management
New Hampshire
$229K +$1.12K +46 +0.5%
SPIA
471
Steward Partners Investment Advisory
New York
$229K +$217K +8,934 +2,245%
EFG
472
Ethos Financial Group
Pennsylvania
$227K -$193K -7,954 -46%
KPP
473
Kings Path Partners
Texas
$224K +$4.47K +184 +2%
SHWM
474
Smith & Howard Wealth Management
Georgia
$223K -$4.14M -170,354 -95%
DWM
475
Dopkins Wealth Management
New York
$218K -$603K -24,800 -74%
17 18
19
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