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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
501
Summit Asset Management
Tennessee
$259K -$39.7K -1,635 -13%
GCA
502
Gradient Capital Advisors
California
$259K -$117K -4,824 -31%
ATPW
503
Ashton Thomas Private Wealth
Arizona
$257K +$29.3K +1,206 +13%
ECM
504
Elgethun Capital Management
South Dakota
$255K -$24.3K -1,000 -9%
TIA
505
Tiemann Investment Advisors
California
$255K – – –
WFA
506
WMG Financial Advisors
Tennessee
$250K -$2.55K -105 -1%
TA
507
TPG Advisors
Illinois
$248K +$40.6K +1,669 +20%
P
508
&Partners
Tennessee
$247K -$105K -4,342 -30%
AR
509
Apeiron RIA
Texas
$243K +$4.88K +201 +2%
HS
510
Horan Securities
United States
$241K +$240K +9,886 New
SB
511
Strategic Blueprint
Georgia
$240K -$517K -21,281 -68%
W
512
WorthPointe
California
$239K +$1.51K +62 +0.6%
CIC
513
Carnegie Investment Counsel
Ohio
$239K -$31.1K -1,278 -12%
B
514
Bensler
Washington
$235K -$147K -6,043 -39%
GCM
515
Generation Capital Management
New York
$232K – – –
AIFAIM
516
American Institute for Advanced Investment Management
Arizona
$232K – – –
WA
517
WPG Advisers
Maryland
$227K -$60K -2,470 -21%
EP
518
Edgestream Partners
New Jersey
$226K +$226K +9,285 New
LIA
519
Lynx Investment Advisory
District of Columbia
$226K +$4.69K +193 +2%
ARC
520
Advisor Resource Council
Texas
$223K -$4.57M -188,193 -95%
IWM
521
IHT Wealth Management
Illinois
$221K +$14.3K +590 +7%
SPA
522
Sentinel Pension Advisors
Massachusetts
$221K +$9.57K +394 +5%
SA
523
Strategic Advocates
Utah
$217K -$2.92K -120 -1%
CCFM
524
Clear Creek Financial Management
Washington
$217K -$10.5K -433 -5%
BCM
525
Blume Capital Management
California
$217K – – –
19 20
21
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