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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
501
Delta Investment Management
California
– -$768K -29,890 Closed
FWM
502
Frontier Wealth Management
Missouri
– -$730K -28,426 Closed
FTUS
503
Flow Traders U.S.
New York
– -$593K -23,070 Closed
VWA
504
Visionary Wealth Advisors
Illinois
– -$530K -20,644 Closed
GHA
505
GW Henssler & Associates
Georgia
– -$382K -14,884 Closed
SFC
506
SYM Financial Corp
Indiana
– -$366K -14,258 Closed
OWM
507
Opes Wealth Management
California
– -$360K -14,000 Closed
SIS
508
SVB Investment Services
Utah
– -$312K -12,146 Closed
SPC
509
Sigma Planning Corp
Michigan
– -$273K -10,618 Closed
EH
510
Equitable Holdings
New York
– -$255K -9,922 Closed
CCP
511
Cardan Capital Partners
Colorado
– -$247K -9,616 Closed
CB
512
Commerce Bank
Missouri
– -$238K -9,260 Closed
EWM
513
Evermay Wealth Management
Virginia
– -$237K -9,220 Closed
OPS
514
Orion Portfolio Solutions
Nebraska
– -$229K -8,920 Closed
GWAM
515
Guardian Wealth Advisors (Minnesota)
Minnesota
– -$227K -8,852 Closed
VHAM
516
Van Hulzen Asset Management
California
– -$219K -8,504 Closed
AWA
517
Acorn Wealth Advisors
Michigan
– -$214K -8,334 Closed
PIM
518
Penobscot Investment Management
Massachusetts
– -$211K -8,230 Closed
NP
519
NorthRock Partners
Minnesota
– -$204K -7,954 Closed
TIAM2
520
Tru Independence Asset Management 2
Oregon
– -$183K -7,110 Closed
ASN
521
Advisory Services Network
Georgia
– -$93K -3,616 Closed
HPC
522
HM Payson & Co
Maine
– -$89K -3,482 Closed
SIAG
523
Signet Investment Advisory Group
Rhode Island
– -$87K -3,404 Closed
KCM
524
Kathmere Capital Management
Pennsylvania
– -$68K -2,652 Closed
FWM
525
Filbrandt Wealth Management
Wisconsin
– -$50K -1,942 Closed
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