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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
501
Weatherly Asset Management
California
$205K – – –
IWM
502
IHT Wealth Management
Illinois
$203K -$36.8K -1,519 -15%
MCM
503
Mengis Capital Management
Oregon
$202K -$2.69K -111 -1%
HH
504
Hilltop Holdings
Texas
$202K +$204K +8,406 New
LA
505
LexAurum Advisors
Kansas
$201K +$203K +8,372 New
FDW
506
Fourth Dimension Wealth
Ohio
$201K +$203K +8,372 New
DE
507
Diversified Enterprises
Delaware
$201K -$25.5K -1,054 -11%
SA
508
SRH Advisors
Kansas
$194K – – –
AAM
509
Advisors Asset Management
Colorado
$192K -$112K -4,640 -37%
SPIA
510
Steward Partners Investment Advisory
New York
$187K -$37.7K -1,558 -17%
SSB
511
Sandy Spring Bank
Maryland
$162K -$20.4K -842 -11%
CIA
512
Cape Investment Advisory
Georgia
$162K +$3.25K +134 +2%
CIM
513
Contravisory Investment Management
Massachusetts
$154K – – –
MSWA
514
Marshall & Sterling Wealth Advisors
New York
$145K +$146K +6,010 New
CAL
515
Capital Analysts LLC
Pennsylvania
$138K -$21.9K -903 -14%
EB
516
Eastern Bank
Massachusetts
$136K -$1.77K -73 -1%
VWM
517
Vermillion Wealth Management
Minnesota
$132K +$133K +5,486 New
WT
518
Washington Trust
Rhode Island
$130K – – –
HNB
519
Huntington National Bank
Ohio
$123K – – –
SRCM
520
Signature Resources Capital Management
California
$117K +$4.02K +166 +4%
LB
521
Legacy Bridge
Iowa
$111K – – –
LFG
522
Larson Financial Group
Missouri
$106K +$291 +12 +0.3%
FDCDDQ
523
Federation des caisses Desjardins du Quebec
Quebec, Canada
$100K +$1.99K +82 +2%
AIM
524
Anchor Investment Management
South Carolina
$95.8K – – –
T
525
Transce3nd
Texas
$95.7K +$96.3K +3,977 New
19 20
21
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