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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
501
Clearstead Advisors
Ohio
$9K +$8.87K +348 New
MAM
502
Meeder Asset Management
Ohio
$8K -$51K -2,002 -87%
BWM
503
BerganKDV Wealth Management
Minnesota
$8K – – –
AF
504
Allworth Financial
California
$6K -$15.3K -600 -72%
WB
505
Webster Bank
Connecticut
$6K – – –
CAM
506
Costello Asset Management
Pennsylvania
$5K – – –
JFA
507
JNBA Financial Advisors
Minnesota
$5K – – –
WT
508
Whittier Trust
California
$5K – – –
AAP
509
Arax Advisory Partners
Colorado
$4K – – –
CA
510
CoreCap Advisors
Michigan
$4K +$3.93K +154 New
TFO
511
Tarbox Family Office
California
$4K +$3.93K +154 New
ANBT
512
American National Bank & Trust
Texas
$4K +$4.08K +160 New
CWP
513
Concord Wealth Partners
Virginia
$3K – – –
SPIA
514
Steward Partners Investment Advisory
New York
$3K – – –
HNWA
515
Henrickson Nauta Wealth Advisors
Michigan
$3K +$2.65K +104 New
CWC
516
Carolinas Wealth Consulting
North Carolina
$2K -$51 -2 -2%
MWA
517
Moser Wealth Advisors
Washington
$2K – – –
TCWM
518
Total Clarity Wealth Management
Illinois
$2K – – –
UC
519
Unio Capital
New Jersey
$1.67K -$35K -1,374 -2%
WIM
520
Westside Investment Management
California
$7 – – –
BDWCC
521
B&D White Capital Company
Texas
– -$5.24M -204,686 Closed
NFG
522
Northeast Financial Group
Pennsylvania
– -$4.26M -166,390 Closed
STA
523
Summit Trail Advisors
New York
– -$1.5M -58,592 Closed
WIC
524
Whitegate Investment Counselors
New Hampshire
– -$1.33M -52,128 Closed
MA
525
MCF Advisors
Kentucky
– -$1.19M -46,570 Closed
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