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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
651
Great Valley Advisor Group
Delaware
– -$522K -21,300 Closed
FWM
652
Focused Wealth Management
New York
– -$507K -20,704 Closed
CAM
653
Cresset Asset Management
Illinois
– -$493K -20,142 Closed
AIA
654
Angeles Investment Advisors
California
– -$459K -18,740 Closed
IC
655
IEQ Capital
California
– -$352K -14,370 Closed
PSP
656
Pacific Sage Partners
Washington
– -$342K -13,946 Closed
ZIMP
657
Zimmermann Investment Management & Planning
Pennsylvania
– -$307K -12,518 Closed
CRC
658
Curi RMB Capital
Illinois
– -$303K -12,376 Closed
HWM
659
HB Wealth Management
Georgia
– -$299K -12,198 Closed
WFAG
660
Worth Financial Advisory Group
North Carolina
– -$286K -11,678 Closed
V
661
ViaWealth
Kansas
– -$277K -11,306 Closed
CFS
662
CRA Financial Services
New Jersey
– -$273K -11,128 Closed
CA
663
Claro Advisors
Massachusetts
– -$270K -11,044 Closed
DAC
664
Dividend Assets Capital
South Carolina
– -$269K -11,000 Closed
BMCM
665
Burns Matteson Capital Management
New York
– -$269K -10,988 Closed
FFA
666
Florida Financial Advisors
Florida
– -$241K -9,838 Closed
CCM
667
Carlson Capital Management
Minnesota
– -$236K -9,634 Closed
SHWM
668
Smith & Howard Wealth Management
Georgia
– -$223K -9,122 Closed
CA
669
Callahan Advisors
Texas
– -$217K -8,852 Closed
RPA
670
Rock Point Advisors
Vermont
– -$212K -8,638 Closed
LWM
671
Laidlaw Wealth Management
New York
– -$211K -8,618 Closed
BDWCC
672
B&D White Capital Company
Texas
– -$211K -8,598 Closed
PIMG
673
Patriot Investment Management Group
Tennessee
– -$207K -8,446 Closed
CCA
674
Carrera Capital Advisors
Michigan
– -$206K -8,396 Closed
CAMG
675
CWA Asset Management Group
Florida
– -$203K -8,278 Closed
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