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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
551
AE Wealth Management
Kansas
$168K -$397K -16,348 -70%
CIA
552
Cape Investment Advisory
Georgia
$165K +$1.22K +50 +0.7%
CIM
553
Contravisory Investment Management
Massachusetts
$157K – – –
AUB
554
Atlantic Union Bankshares
Virginia
$154K +$153K +6,301 New
MSWA
555
Marshall & Sterling Wealth Advisors
New York
$149K +$1.55K +64 +1%
FDW
556
Fourth Dimension Wealth
Ohio
$142K -$61.6K -2,535 -30%
TPCW
557
TD Private Client Wealth
New York
$139K -$1.17K -48 -0.8%
PTC
558
Private Trust Company
Ohio
$137K +$23.4K +962 +21%
LFG
559
Larson Financial Group
Missouri
$127K +$19.9K +819 +19%
VWM
560
Vermillion Wealth Management
Minnesota
$123K -$13.3K -547 -10%
BF
561
BOK Financial
Oklahoma
$122K +$92.6K +3,811 +324%
MFA
562
Morling Financial Advisors
California
$120K +$95K +3,912 +384%
EB
563
Eastern Bank
Massachusetts
$118K – – –
CAL
564
Capital Analysts LLC
Pennsylvania
$114K -$18.9K -778 -14%
LB
565
Legacy Bridge
Iowa
$112K – – –
FFO
566
Fortitude Family Office
Arizona
$106K +$105K +4,328 New
SWP
567
Strategic Wealth Partners
Ohio
$103K +$103K +4,243 New
FDCDDQ
568
Federation des caisses Desjardins du Quebec
Quebec, Canada
$102K – – –
AIM
569
Anchor Investment Management
South Carolina
$97K – – –
CAM
570
Costello Asset Management
Pennsylvania
$93.3K +$292 +12 +0.3%
GC
571
Garde Capital
Washington
$78.8K – – –
BWL
572
Bogart Wealth LLC
Virginia
$78.6K +$607 +25 +0.8%
MAS
573
MPWM Advisory Solutions
Georgia
$76.9K +$76.7K +3,156 New
HNW
574
High Note Wealth
Minnesota
$76.7K -$14.6K -600 -16%
AWM
575
AllSquare Wealth Management
New York
$75.4K +$48.6K +2,000 +183%
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23
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