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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
551
Bogart Wealth LLC
Virginia
$77.8K +$4.87K +201 +7%
PPA
552
Painted Porch Advisors
California
$72.5K +$72.1K +2,977 New
WTC
553
WhitTier Trust Company
Nevada
$71.8K +$71.4K +2,948 New
RMP
554
Richards, Merrill & Peterson
Washington
$63.8K – – –
CW
555
Cooksen Wealth
Texas
$62.8K +$31.5K +1,302 New
FW
556
Fairway Wealth
Ohio
$62.7K – – –
PCM
557
Perritt Capital Management
Illinois
$61.2K +$436 +18 +0.7%
FFA
558
Founders Financial Alliance
North Carolina
$58.2K +$266 +11 +0.5%
CFP
559
Comprehensive Financial Planning
Pennsylvania
$56.2K +$944 +39 +2%
FRA
560
Front Row Advisors
California
$55.4K – – –
TCM
561
Tradewinds Capital Management
Washington
$55.3K +$48 +2 +0.1%
TVWM
562
Tower View Wealth Management
Wisconsin
$51.6K +$51.3K +2,119 New
FFWM
563
Future Financial Wealth Management
Ohio
$51.5K +$242 +10 +0.5%
CIAS
564
Capital Investment Advisory Services
North Carolina
$45.4K +$45.2K +1,865 New
T
565
Transce3nd
Texas
$44.8K -$51.7K -2,137 -54%
BAM
566
Bellevue Asset Management
Washington
$43.4K -$7.97K -329 -16%
DCM
567
Davis Capital Management
Florida
$38.8K -$9.64K -398 -20%
GJIA
568
Glass Jacobson Investment Advisors
Maryland
$38.6K – – –
WSFS
569
Wilmington Savings Fund Society
Delaware
$34.5K – – –
NB
570
NBT Bank
New York
$33.7K -$24.2K -1,000 -42%
BTI
571
Blue Trust Inc
Georgia
$33.2K -$56K -2,313 -63%
SIM
572
Synergy Investment Management
Florida
$31.8K – – –
AW
573
Avion Wealth
Texas
$31K – – –
SWM
574
Spire Wealth Management
Virginia
$29.8K – – –
BF
575
BOK Financial
Oklahoma
$28.6K – – –
21 22
23
24 25