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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
551
Cape Investment Advisory
Georgia
$165K +$1.22K +50 +0.7%
CIM
552
Contravisory Investment Management
Massachusetts
$157K – – –
AUB
553
Atlantic Union Bankshares
Virginia
$154K +$153K +6,301 New
MSWA
554
Marshall & Sterling Wealth Advisors
New York
$149K +$1.55K +64 +1%
FDW
555
Fourth Dimension Wealth
Ohio
$142K -$61.6K -2,535 -30%
TPCW
556
TD Private Client Wealth
New York
$139K -$1.17K -48 -0.8%
PTC
557
Private Trust Company
Ohio
$137K +$23.4K +962 +21%
LFG
558
Larson Financial Group
Missouri
$127K +$19.9K +819 +19%
VWM
559
Vermillion Wealth Management
Minnesota
$123K -$13.3K -547 -10%
BF
560
BOK Financial
Oklahoma
$122K +$92.6K +3,811 +324%
MFA
561
Morling Financial Advisors
California
$120K +$95K +3,912 +384%
EB
562
Eastern Bank
Massachusetts
$118K – – –
CAL
563
Capital Analysts LLC
Pennsylvania
$114K -$18.9K -778 -14%
LB
564
Legacy Bridge
Iowa
$112K – – –
FFO
565
Fortitude Family Office
Arizona
$106K +$105K +4,328 New
SWP
566
Strategic Wealth Partners
Ohio
$103K +$103K +4,243 New
FDCDDQ
567
Federation des caisses Desjardins du Quebec
Quebec, Canada
$102K – – –
AIM
568
Anchor Investment Management
South Carolina
$97K – – –
CAM
569
Costello Asset Management
Pennsylvania
$93.3K +$292 +12 +0.3%
GC
570
Garde Capital
Washington
$78.8K – – –
BWL
571
Bogart Wealth LLC
Virginia
$78.6K +$607 +25 +0.8%
MAS
572
MPWM Advisory Solutions
Georgia
$76.9K +$76.7K +3,156 New
HNW
573
High Note Wealth
Minnesota
$76.7K -$14.6K -600 -16%
AWM
574
AllSquare Wealth Management
New York
$75.4K +$48.6K +2,000 +183%
PPA
575
Painted Porch Advisors
California
$66.3K -$6.22K -256 -9%
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