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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
526
High Note Wealth
Minnesota
$94.9K +$95.5K +3,944 New
PTC
527
Private Trust Company
Ohio
$92.2K +$6.9K +285 +8%
AWM
528
AE Wealth Management
Kansas
$91.5K +$92.1K +3,802 New
CTC
529
Central Trust Company
Missouri
$90.8K +$45.9K +1,895 +101%
BTI
530
Blue Trust Inc
Georgia
$88.5K -$323K -13,334 -78%
BWL
531
Bogart Wealth LLC
Virginia
$72.1K +$799 +33 +1%
WWA
532
Wingate Wealth Advisors
Massachusetts
$64.2K +$64.7K +2,670 New
RMP
533
Richards, Merrill & Peterson
Washington
$63.1K +$63.5K +2,622 New
FW
534
Fairway Wealth
Ohio
$62K +$62.4K +2,578 New
PCM
535
Perritt Capital Management
Illinois
$60.1K +$60.4K +2,496 New
WWP
536
WR Wealth Planners
Missouri
$59K +$726 +30 +1%
NB
537
NBT Bank
New York
$57.4K – – –
FFA
538
Founders Financial Alliance
North Carolina
$57.3K +$533 +22 +0.9%
FRA
539
Front Row Advisors
California
$54.8K – – –
TCM
540
Tradewinds Capital Management
Washington
$54.6K +$97 +4 +0.2%
CFP
541
Comprehensive Financial Planning
Pennsylvania
$54.6K +$54.9K +2,268 New
FA
542
Fedenia Advisers
Wisconsin
$54K +$54.3K +2,244 New
BAM
543
Bellevue Asset Management
Washington
$50.9K -$52.4K -2,164 -51%
FFWM
544
Future Financial Wealth Management
Ohio
$50.6K +$460 +19 +0.9%
VWM
545
Venturi Wealth Management
Texas
$49.5K -$17K -704 -26%
DCM
546
Davis Capital Management
Florida
$47.9K -$5.81K -240 -11%
MCM
547
MidAtlantic Capital Management
Virginia
$47.7K – – –
NP
548
NorthRock Partners
Minnesota
$43.1K -$1.48K -61 -3%
GJIA
549
Glass Jacobson Investment Advisors
Maryland
$38.6K – – –
CJ
550
Caitlin John
Michigan
$36.4K -$36.6K -1,512 -50%
20 21
22
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