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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
526
Cedarwood Wealth
Colorado
$253K – – –
CWRP
527
Cassady Wealth & Retirement Planning
Nevada
$252K -$13.7K -564 -5%
MGIA
528
Moneta Group Investment Advisors
Missouri
$251K +$8.32K +342 +3%
WFA
529
WMG Financial Advisors
Tennessee
$250K -$12.4K -509 -5%
DAS
530
Daybright Advisory Services
Florida
$249K +$1.34K +55 +0.5%
TL
531
Tradewinds LLC
North Carolina
$248K +$250K +10,268 New
TC
532
TownSquare Capital
Utah
$244K +$3.77K +155 +2%
SP
533
Stablepoint Partners
Massachusetts
$244K +$245K +10,059 New
WCP
534
Wealthcare Capital Partners
Pennsylvania
$243K – – –
WSCM
535
Wellington Shields Capital Management
New York
$243K +$243K +10,000 New
AMIM
536
Aull & Monroe Investment Management
Alabama
$242K -$8.03K -330 -3%
AOWM
537
Alpha Omega Wealth Management
Virginia
$238K -$8.03K -330 -3%
LSIA
538
LaSalle St. Investment Advisors
Illinois
$237K +$4.79K +197 +2%
HW
539
HORAN Wealth
Ohio
$236K +$235K +9,666 New
CPW
540
Cogent Private Wealth
Florida
$235K – – –
EBA
541
Eagle Bay Advisors
New York
$232K +$233K +9,576 New
LFA
542
Lauterbach Financial Advisors
Texas
$230K -$119K -4,908 -34%
BHPW
543
Beverly Hills Private Wealth
California
$229K +$24K +986 +12%
HP
544
Holistic Planning
Texas
$229K +$229K +9,422 New
M
545
MYeCFO
California
$228K +$15.8K +650 +7%
LIA
546
Lynx Investment Advisory
District of Columbia
$225K -$48K -1,972 -18%
GVAG
547
Great Valley Advisor Group
Delaware
$224K – – –
AO
548
Advisor OS
Illinois
$224K +$755 +31 +0.3%
HR
549
Howe & Rusling
New York
$223K -$184K -7,575 -45%
AUB
550
Atlantic Union Bankshares
Virginia
$222K +$28.8K +1,183 +15%
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