We are live on ! Find out more
SCHO icon

Schwab Short-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWE
51
Avidian Wealth Enterprises
Texas
$16.6M -$572K -23,218 -3%
Creative Planning
52
Creative Planning
Kansas
$16.3M +$2.39M +97,018 +17%
UCIG
53
Ulrich Consultants & Investment Group
New Mexico
$16.1M +$16.1M +653,800 New
LIM
54
Leavell Investment Management
Alabama
$15.9M +$307K +12,446 +2%
MWP
55
Meridian Wealth Partners
Pennsylvania
$15.9M -$11.8M -477,494 -42%
CIC
56
Carnegie Investment Counsel
Ohio
$15.7M -$572K -23,202 -4%
HGWM
57
Harvest Group Wealth Management
Massachusetts
$15.3M -$416K -16,880 -3%
Goldman Sachs
58
Goldman Sachs
New York
$15.3M +$9.07M +368,110 +146%
FA
59
Faithward Advisors
Pennsylvania
$15M -$4.33M -175,558 -22%
JAG
60
Journey Advisory Group
Kentucky
$14.6M +$854K +34,642 +6%
UCFA
61
United Capital Financial Advisors
Texas
$14.5M -$3.95M -160,108 -21%
FNT
62
First National Trust
Pennsylvania
$14.4M +$2.41M +97,874 +20%
NFG
63
Northeast Financial Group
Pennsylvania
$14.3M +$14.3M +580,252 New
MAG
64
Members Advisory Group
New York
$14M -$173K -7,022 -1%
DF
65
Donoghue Forlines
Massachusetts
$13.6M +$4.02M +163,090 +42%
CWA
66
Cornerstone Wealth Advisors
Minnesota
$13.5M +$13.1M +531,508 +3,439%
MAC
67
Mason & Associates (California)
California
$13.3M +$13.4M +542,700 New
AWM
68
Avior Wealth Management
Nebraska
$13.3M -$66.5K -2,698 -0.5%
Wells Fargo
69
Wells Fargo
California
$12.6M +$2.42M +98,248 +24%
CWM
70
Chicago Wealth Management
Illinois
$12.5M +$12.5M +507,562 New
APG
71
Abacus Planning Group
South Carolina
$12.2M -$1.08M -43,634 -8%
WIA
72
World Investment Advisors
California
$11.6M +$1.07M +43,470 +10%
APC
73
Asset Planning Corporation
Tennessee
$11.4M +$394K +15,974 +4%
ACM
74
AlphaStar Capital Management
North Carolina
$11.4M -$5.56M -225,494 -33%
BCP
75
Blackhawk Capital Partners
Wisconsin
$11M +$3.23M +131,194 +41%