SCHO icon

Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
501
Bragg Financial Advisors
North Carolina
– -$225K -8,770 Closed
WF
502
Williams Financial
Vermont
– -$218K -8,520 Closed
JFGLC
503
Johnson Financial Group LLC (Colorado)
Colorado
– -$217K -8,460 Closed
YIA
504
YHB Investment Advisors
Connecticut
– -$201K -7,840 Closed
Fifth Third Bancorp
505
Fifth Third Bancorp
Ohio
– -$198K -7,744 Closed
PSIWM
506
Paradigm Strategies in Wealth Management
Minnesota
– -$147K -5,732 Closed
ASN
507
Advisory Services Network
Georgia
– -$55K -2,152 Closed
RDWM
508
Red Door Wealth Management
Tennessee
– -$54K -2,130 Closed
TC
509
Truvestments Capital
Florida
– -$42K -1,652 Closed
EIP
510
Ellis Investment Partners
Pennsylvania
– -$41K -1,628 Closed
JWA
511
JFS Wealth Advisors
Pennsylvania
– -$15K -600 Closed
BBPWM
512
Blue Bell Private Wealth Management
Pennsylvania
– -$13K -498 Closed
TCWA
513
Ten Capital Wealth Advisors
Washington
– -$12K -464 Closed
FMP
514
Financial Management Professionals
Texas
– -$4K -140 Closed
CFFP
515
Center for Financial Planning
Michigan
– -$3K -128 Closed
TCCM
516
Timber Creek Capital Management
Massachusetts
– -$2K -80 Closed
AC
517
Arjuna Capital
North Carolina
– -$2K -78 Closed
WFA
518
West Financial Advisors
Iowa
– -$1K -56 Closed
CMA
519
Cedar Mountain Advisors
Oregon
– -$1K -40 Closed
KIG
520
Kowal Investment Group
Wisconsin
– +$256 +10 New