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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
101
Valley National Advisers
Pennsylvania
$548K -$23.9K -946 -4%
RCA
102
Rowland Carmichael Advisors
Arizona
$546K -$25.1K -994 -4%
SKK
103
Shepherd Kaplan Krochuk
Massachusetts
$529K +$530K +21,000 New
TIM
104
Tortoise Investment Management
New York
$519K +$173K +6,860 +50%
OIA
105
Optimum Investment Advisors
Illinois
$516K -$46.7K -1,850 -8%
DAC
106
Dividend Assets Capital
South Carolina
$514K – – –
CIAS
107
Capital Investment Advisory Services
North Carolina
$513K -$204K -8,094 -28%
AWMG
108
Alliance Wealth Management Group
New Jersey
$500K +$270K +10,680 +114%
RFA
109
Reilly Financial Advisors
California
$496K +$28.8K +1,140 +6%
AWE
110
Avidian Wealth Enterprises
Texas
$475K +$476K +18,858 New
FC
111
Forte Capital
New York
$459K -$47.9K -1,900 -9%
DIS
112
Diversified Investment Strategies
Louisiana
$456K +$49.2K +1,950 +12%
SGCA
113
Steel Grove Capital Advisors
Tennessee
$441K – – –
FF
114
Friedenthal Financial
New Jersey
$431K -$50K -1,982 -10%
JC
115
Jentner Corp
Ohio
$417K +$7.42K +294 +2%
IAS
116
IMA Advisory Services
Colorado
$378K +$47K +1,864 +14%
LCM
117
Liberty Capital Management
Michigan
$367K -$10.1K -400 -3%
MA
118
Menlo Advisors
California
$353K – – –
JWM
119
Janiczek Wealth Management
Colorado
$343K +$18.2K +720 +6%
JCM
120
Janney Capital Management
Pennsylvania
$342K +$343K +13,598 New
BAM
121
Belpointe Asset Management
Nevada
$335K +$336K +13,308 New
WA
122
Wealth Architects
California
$334K +$31.9K +1,264 +11%
ADL
123
Asset Dedication LLC
California
$317K -$50K -1,982 -14%
PAG
124
Private Advisor Group
New Jersey
$302K – – –
SA
125
SRH Advisors
Kansas
$301K – – –
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5
6 7