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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
SPW
476
Sonoma Private Wealth
California
$302K – – –
VWM
477
Venturi Wealth Management
Texas
$302K +$57.9K +2,381 +24%
KAS
478
Kestra Advisory Services
Texas
$301K +$53.7K +2,211 +22%
FG
479
Fairman Group
Pennsylvania
$301K – – –
MGIA
480
Moneta Group Investment Advisors
Missouri
$293K -$25K -1,028 -8%
ASN
481
Advisory Services Network
Georgia
$290K +$17.3K +714 +6%
WCP
482
Wealthcare Capital Partners
Pennsylvania
$289K +$288K +11,860 New
SEIA
483
Signature Estate & Investment Advisors
California
$288K -$384K -15,784 -57%
MWM
484
Maridea Wealth Management
New York
$286K -$148K -6,088 -34%
ZIG
485
Zullo Investment Group
Pennsylvania
$285K -$5.56K -229 -2%
CCM
486
Chilton Capital Management
Texas
$282K -$10.2K -421 -4%
IJWM
487
Inman Jager Wealth Management
Mississippi
$279K +$39.8K +1,636 +17%
RIM
488
Rockbridge Investment Management
New York
$277K – – –
IAA
489
Independent Advisor Alliance
North Carolina
$276K +$46.2K +1,902 +20%
PWM
490
PBMares Wealth Management
Virginia
$274K – – –
USCWA
491
U.S. Capital Wealth Advisors
Texas
$274K +$273K +11,233 New
LFA
492
Lauterbach Financial Advisors
Texas
$266K +$1.92K +79 +0.7%
AWA
493
Arkadios Wealth Advisors
Georgia
$266K +$14.8K +610 +6%
BFP
494
Brewster Financial Planning
New York
$265K – – –
SRCM
495
Signature Resources Capital Management
California
$264K -$3.5K -144 -1%
RA
496
RFG Advisory
Alabama
$263K +$263K +10,804 New
CPCM
497
Cardinal Point Capital Management
Ontario, Canada
$263K +$6.39M +263,049 New
CFO
498
CVA Family Office
Colorado
$262K +$364 +15 +0.1%
TC
499
TownSquare Capital
Utah
$260K -$13.6M -561,326 -98%
ECM
500
Exchange Capital Management
Michigan
$260K -$4.28K -176 -2%
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