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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
SRCM
476
Signature Resources Capital Management
California
$267K +$148K +6,092 +125%
BFP
477
Brewster Financial Planning
New York
$264K +$263K +10,854 New
ECM
478
Exchange Capital Management
Michigan
$264K -$23.2K -958 -8%
LFA
479
Lauterbach Financial Advisors
Texas
$263K +$1.31K +54 +0.5%
CFO
480
CVA Family Office
Colorado
$261K -$3.29K -136 -1%
TIA
481
Tiemann Investment Advisors
California
$254K – – –
WFA
482
WMG Financial Advisors
Tennessee
$252K -$5.96K -246 -2%
KBFS
483
Kohmann Bosshard Financial Services
Ohio
$252K -$180K -7,420 -42%
AWA
484
Arkadios Wealth Advisors
Georgia
$250K +$249K +10,285 New
KAS
485
Kestra Advisory Services
Texas
$247K -$343K -14,159 -58%
MWM
486
Modera Wealth Management
New Jersey
$245K -$12.6K -519 -5%
VWM
487
Venturi Wealth Management
Texas
$243K +$192K +7,944 +386%
IJWM
488
Inman Jager Wealth Management
Mississippi
$239K +$21.7K +897 +10%
BH
489
Burk Holdings
Oklahoma
$238K +$237K +9,781 New
AR
490
Apeiron RIA
Texas
$238K -$7.26K -300 -3%
W
491
WorthPointe
California
$237K +$236K +9,757 New
FM
492
Foster & Motley
Ohio
$237K -$70.2K -2,901 -23%
IC
493
IEQ Capital
California
$234K +$233K +9,628 New
GCM
494
Generation Capital Management
New York
$232K – – –
AIFAIM
495
American Institute for Advanced Investment Management
Arizona
$231K +$230K +9,500 New
IAA
496
Independent Advisor Alliance
North Carolina
$229K -$668K -27,607 -75%
AMIM
497
Aull & Monroe Investment Management
Alabama
$228K -$9.18K -379 -4%
MWM
498
Meridian Wealth Management
Kentucky
$227K +$226K +9,335 New
CCFM
499
Clear Creek Financial Management
Washington
$227K +$226K +9,331 New
ATPW
500
Ashton Thomas Private Wealth
Arizona
$227K -$152K -6,276 -40%
18 19
20
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