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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
451
Stonekeep Investments
New Mexico
$327K +$28.8K +1,188 +10%
FAG
452
Financial Architects (Georgia)
Georgia
$326K -$2.06K -85 -0.6%
LA
453
Latitude Advisors
Florida
$324K +$2.3K +95 +0.7%
GS
454
GWN Securities
Florida
$324K +$322K +13,292 New
AOWM
455
Alpha Omega Wealth Management
Virginia
$323K +$920 +38 +0.3%
LGWM
456
Litman Gregory Wealth Management
California
$322K +$77.7K +3,210 +32%
SC
457
Scratch Capital
Idaho
$320K -$109K -4,483 -25%
MGIA
458
Moneta Group Investment Advisors
Missouri
$318K +$5.18K +214 +2%
CIP
459
Capital Insight Partners
Arizona
$316K – – –
GLLW
460
Graves Light Lenhart Wealth
Virginia
$310K -$1.99K -82 -0.6%
TFA
461
Toth Financial Advisory
Virginia
$307K -$71.8K -2,964 -19%
SPW
462
Sonoma Private Wealth
California
$302K +$22.6K +932 +8%
SAM
463
Summit Asset Management
Tennessee
$299K +$47.7K +1,969 +19%
FG
464
Fairman Group
Pennsylvania
$297K – – –
BP
465
BNP Paribas
France
$296K -$759K -31,345 -72%
LRPA
466
L. Roy Papp & Associates
Arizona
$295K +$18.1K +749 +7%
CCM
467
Chilton Capital Management
Texas
$291K – – –
BPWM
468
Badgley Phelps Wealth Managers
Washington
$291K +$20.2K +836 +8%
ZIG
469
Zullo Investment Group
Pennsylvania
$290K +$28K +1,157 +11%
WA
470
WPG Advisers
Maryland
$286K -$42.1K -1,740 -13%
ECM
471
Elgethun Capital Management
South Dakota
$279K +$278K +11,478 New
RIM
472
Rockbridge Investment Management
New York
$277K -$48.3K -1,995 -15%
ASN
473
Advisory Services Network
Georgia
$274K +$56.3K +2,324 +26%
PWM
474
PBMares Wealth Management
Virginia
$274K – – –
CIC
475
Carnegie Investment Counsel
Ohio
$270K -$23.6K -974 -8%
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19
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