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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
126
Simplicity Solutions
Minnesota
$5.04M +$2.24M +93,378 +82%
IWC
127
Integrated Wealth Concepts
Massachusetts
$5.01M -$129K -5,378 -3%
AWS
128
Aspen Wealth Strategies
Colorado
$4.96M +$1.87M +77,732 +61%
FWM
129
Forza Wealth Management
Florida
$4.79M – – –
PAG
130
Private Advisor Group
New Jersey
$4.77M -$406K -16,916 -8%
KC
131
Kades & Cheifetz
Pennsylvania
$4.77M -$140K -5,812 -3%
HC
132
Hamilton Capital
Ohio
$4.62M +$1.22M +50,950 +36%
HI
133
Harrington Investments
California
$4.61M -$122K -5,100 -3%
CA
134
Cetera Advisors
Colorado
$4.59M +$1.37M +56,844 +43%
WA
135
Waverly Advisors
Alabama
$4.54M +$4.5M +187,306 New
FIM
136
Freedom Investment Management
Connecticut
$4.51M -$554K -23,090 -11%
CCA
137
Cobblestone Capital Advisors
New York
$4.45M -$47K -1,956 -1%
ARC
138
Advisor Resource Council
Texas
$4.41M +$4.37M +181,984 New
ES
139
ETF Store
Kansas
$4.39M -$338K -14,094 -7%
CFP
140
Curran Financial Partners
South Carolina
$4.38M +$186K +7,740 +4%
TIM
141
Tortoise Investment Management
New York
$4.32M -$106K -4,402 -2%
MIS
142
Morningstar Investment Services
Illinois
$4.21M +$1.95M +81,374 +88%
RTL
143
Red Tortoise LLC
Georgia
$4.21M -$10.4K -434 -0.2%
BSW
144
Buckingham Strategic Wealth
Missouri
$4.19M -$753K -31,372 -15%
ISWM
145
Independent Solutions Wealth Management
New York
$4.14M +$169K +7,030 +4%
JWM
146
JFG Wealth Management
Colorado
$4.02M +$3.98M +165,916 New
RPG
147
Resource Planning Group
Georgia
$3.96M -$962K -40,070 -20%
CKAIS
148
Christensen King & Associates Investment Services
Washington
$3.93M +$3.9M +162,302 New
CCWA
149
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.91M -$40.1K -1,670 -1%
SEP
150
Southland Equity Partners
Missouri
$3.8M -$163K -6,778 -4%
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