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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
551
Oppenheimer & Co
New York
$249K +$250K +10,334 New
BCM
552
Birmingham Capital Management
Alabama
$249K -$249K -10,300 -50%
CWRP
553
Cassady Wealth & Retirement Planning
Nevada
$249K -$1.91K -79 -0.8%
SP
554
Stablepoint Partners
Massachusetts
$243K – – –
WCP
555
Wealthcare Capital Partners
Pennsylvania
$241K – – –
RA
556
RFG Advisory
Alabama
$240K +$20.7K +855 +9%
AMIM
557
Aull & Monroe Investment Management
Alabama
$237K -$3.89K -161 -2%
SI
558
Stirlingshire Investments
New York
$236K +$236K +9,780 New
JWBC
559
John W. Brooker & Co
California
$236K +$236K +9,764 New
AO
560
Advisor OS
Illinois
$234K +$11.9K +494 +5%
CPW
561
Cogent Private Wealth
Florida
$234K – – –
LIA
562
Lynx Investment Advisory
District of Columbia
$234K +$9.57K +396 +4%
LFA
563
Lauterbach Financial Advisors
Texas
$227K -$1.57K -65 -0.7%
MGIA
564
Moneta Group Investment Advisors
Missouri
$225K -$24.3K -1,005 -10%
QCM
565
Quantinno Capital Management
New York
$224K +$225K +9,295 New
GVAG
566
Great Valley Advisor Group
Delaware
$224K +$1.06K +44 +0.5%
CCA
567
Carrera Capital Advisors
Michigan
$221K +$18K +743 +9%
MWM
568
Modera Wealth Management
New Jersey
$219K – – –
DWM
569
Destination Wealth Management
California
$218K – – –
SPA
570
Sentinel Pension Advisors
Massachusetts
$216K +$1.35K +56 +0.6%
BCM
571
Blume Capital Management
California
$215K – – –
IA
572
IFG Advisory
Georgia
$214K +$204K +8,457 +2,114%
AOWM
573
Alpha Omega Wealth Management
Virginia
$213K -$24.2K -1,000 -10%
SIA
574
Soltis Investment Advisors
Utah
$212K +$10.1K +416 +5%
SI
575
Stephens Inc
Arkansas
$211K – – –
21 22
23
24 25