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Schwab Short-Term US Treasury ETF
SCHO

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.64B -$1.26B -51,963,959 -32%
Ameriprise
2
Ameriprise
Minnesota
$532M +$11.9M +492,753 +2%
JP Morgan Chase
3
JP Morgan Chase
New York
$522M +$16.9M +699,740 +3%
SEI Investments
4
SEI Investments
Pennsylvania
$402M +$6.24M +257,733 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$186M +$10.6M +437,251 +6%
Stifel Financial
6
Stifel Financial
Missouri
$149M +$4.8M +198,230 +3%
Renaissance Technologies
7
Renaissance Technologies
New York
$107M +$35.1M +1,448,918 +49%
Wealthfront Advisers
8
Wealthfront Advisers
California
$95.3M +$3.88M +160,299 +4%
LPL Financial
9
LPL Financial
California
$84M +$2.16M +89,182 +3%
State Street
10
State Street
Massachusetts
$75.5M – – –
Morgan Stanley
11
Morgan Stanley
New York
$74.1M +$10.3M +424,526 +16%
WCF
12
West Coast Financial
California
$73.8M +$14M +576,197 +23%
MA
13
MCF Advisors
Kentucky
$69.3M -$1.94M -80,142 -3%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$66.1M +$4.75M +196,238 +8%
CCA
15
Clearwater Capital Advisors
Illinois
$60M +$427K +17,646 +0.7%
MFT
16
Moisand Fitzgerald Tamayo
Florida
$50.8M +$13M +537,559 +35%
MIM
17
Morningstar Investment Management
Illinois
$48M +$1.92M +79,394 +4%
Wells Fargo
18
Wells Fargo
California
$47.9M +$9.16M +378,121 +24%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$46.8M -$1.48M -61,054 -3%
LA
20
LVW Advisors
New York
$46.7M +$20.9M +862,521 +82%
BSB
21
Bangor Savings Bank
Maine
$44M +$3.43M +141,520 +8%
UCMOK
22
United Capital Management of KS
Kansas
$40M +$1.83M +75,480 +5%
TCM
23
TruNorth Capital Management
Michigan
$40M +$1.24M +51,014 +3%
FFG
24
Fiduciary Financial Group
California
$39.3M +$3.08M +127,393 +9%
DC
25
Davenport & Co
Virginia
$35.3M +$8.1M +334,370 +30%
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