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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
551
Webster Bank
Connecticut
$5.32K – – –
BCMLT
552
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K – – –
CAM
553
Costello Asset Management
Pennsylvania
$4.5K – – –
KA
554
Kozak & Associates
Colorado
$4.15K +$4.17K +174 New
SPIA
555
Steward Partners Investment Advisory
New York
$4.07K -$4.17K -174 -51%
QCMNJ
556
Quantum Capital Management (New Jersey)
New Jersey
$3.73K – – –
AAP
557
Arax Advisory Partners
Colorado
$3.41K +$48 +2 +1%
CWP
558
Concord Wealth Partners
Virginia
$2.87K – – –
WFA
559
WestHill Financial Advisors
California
$2.63K – – –
GI
560
Gradient Investments
Minnesota
$2.6K – – –
LWCFA
561
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.44K -$31.1K -1,296 -93%
GWM
562
Geneos Wealth Management
Colorado
$2.06K – – –
QCG
563
Quadrant Capital Group
Ohio
$1.92K – – –
PMFA
564
Plante Moran Financial Advisors
Michigan
$1.68K +$1.68K +70 New
PO
565
Private Ocean
California
$1.62K +$1.63K +68 New
BWM
566
Baystate Wealth Management
Massachusetts
$1.55K – – –
KFI
567
Key Financial Inc
Pennsylvania
$1.53K +$1.53K +64 New
MWA
568
Moser Wealth Advisors
Washington
$1.49K – – –
BAM
569
Bellevue Asset Management
Washington
$1.34K – – –
TFA
570
Transamerica Financial Advisors
Florida
$1K – – –
CAS
571
Coppell Advisory Solutions
Texas
$386 -$17.1K -712 -98%
GWSA
572
Global Wealth Strategies & Associates
Colorado
$78 – – –
CIA
573
Compass Ion Advisors
Pennsylvania
– -$13.6M -567,200 Closed
DF
574
Donoghue Forlines
Massachusetts
– -$4.5M -187,428 Closed
DPI
575
Diversified Portfolios Inc
Michigan
– -$2.77M -115,334 Closed
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