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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
551
Modera Wealth Management
New Jersey
$220K -$53K -2,178 -19%
RA
552
RFG Advisory
Alabama
$220K -$56K -2,302 -20%
WA
553
WPG Advisers
Maryland
$220K -$6.3K -259 -3%
DWM
554
Destination Wealth Management
California
$219K +$220K +9,030 New
SPA
555
Sentinel Pension Advisors
Massachusetts
$216K -$11.8K -486 -5%
BCM
556
Blume Capital Management
California
$216K – – –
AAP
557
Arax Advisory Partners
Colorado
$215K -$234K -9,609 -52%
SI
558
Stephens Inc
Arkansas
$212K +$213K +8,742 New
PA
559
PFG Advisors
Arizona
$212K -$29.1K -1,194 -12%
UFPG
560
United Financial Planning Group
New York
$210K +$207K +8,499 +5,782%
WLIM
561
White Lighthouse Investment Management
Massachusetts
$207K +$6.09K +250 +3%
WAM
562
Weatherly Asset Management
California
$206K – – –
FA
563
Fiduciary Alliance
South Carolina
$205K -$8.49K -349 -4%
SC
564
Scratch Capital
Idaho
$205K -$92.2K -3,788 -31%
CCA
565
Carrera Capital Advisors
Michigan
$205K +$205K +8,428 New
NSG
566
Nalls Sherbakoff Group
Tennessee
$204K – – –
GWM
567
Gibbs Wealth Management
Georgia
$204K +$205K +8,411 New
PHIC
568
Pine Haven Investment Counsel
Massachusetts
$204K +$204K +8,386 New
SIA
569
Soltis Investment Advisors
Utah
$203K -$29.8K -1,226 -13%
FCM
570
Firestone Capital Management
Florida
$203K -$8.08K -332 -4%
TA
571
TPG Advisors
Illinois
$202K +$560 +23 +0.3%
TIA
572
Traphagen Investment Advisors
New Jersey
$201K -$73 -3 -0%
BCA
573
Bitterroot Capital Advisors
Montana
$191K – – –
TFA
574
Toth Financial Advisory
Virginia
$171K -$14.1K -580 -8%
DSC
575
Daytona Street Capital
Missouri
$168K – – –
21 22
23
24 25