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Schwab US Aggregate Bond ETF
SCHZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
OneDigital Investment Advisors
26
OneDigital Investment Advisors
Kansas
USD 33.7 M -USD 3.4 M -147,021 -9%
PAYA
27
Phil A. Younker & Associates
Alaska
USD 32.8 M -USD 3.48 M -150,238 -10%
ZRP
28
Zynergy Retirement Planning
New Jersey
USD 32.5 M +USD 1.84 M +79,409 +6%
Bank of America
29
Bank of America
North Carolina
USD 32.3 M +USD 3.36 M +145,234 +12%
KL
30
KilterHowling LLC
Colorado
USD 31.2 M +USD 67.8 k +2,932 +0.2%
TruNorth Capital Management
31
TruNorth Capital Management
Michigan
USD 30.9 M +USD 977 k +42,225 +3%
Modern Wealth Management
32
Modern Wealth Management
Kansas
USD 30.1 M +USD 1.86 M +80,321 +7%
MAG
33
Mokosak Advisory Group
Iowa
USD 30 M +USD 1.43 M +61,631 +5%
PSA
34
Plum Street Advisors
Louisiana
USD 29.6 M +USD 1.9 M +82,255 +7%
Daymark Wealth Partners
35
Daymark Wealth Partners
Ohio
USD 29.5 M -USD 7.95 M -343,451 -21%
Osaic Holdings
36
Osaic Holdings
Arizona
USD 28.9 M +USD 1.9 M +82,315 +7%
LPL Financial
37
LPL Financial
California
USD 25.9 M +USD 560 k +24,216 +2%
TWM
38
TSA Wealth Management
Texas
USD 23.7 M +USD 1.51 M +65,383 +7%
Morgan Stanley
39
Morgan Stanley
New York
USD 23.2 M -USD 29.4 M -1,271,935 -56%
TF
40
Theory Financial
Colorado
USD 22.9 M +USD 967 k +41,790 +4%
Creative Planning
41
Creative Planning
Kansas
USD 22.6 M +USD 1.1 M +47,613 +5%
AWMG
42
Alliance Wealth Management Group
New Jersey
USD 22.1 M -USD 1.34 M -58,051 -6%
Towercrest Capital Management
43
Towercrest Capital Management
Pennsylvania
USD 22.1 M -USD 1.34 M -58,051 -6%
Asset Allocation Strategies
44
Asset Allocation Strategies
Michigan
USD 21.6 M +USD 257 k +11,090 +1%
One Wealth Advisors
45
One Wealth Advisors
California
USD 21.2 M +USD 1.51 M +65,242 +8%
Sanctuary Advisors
46
Sanctuary Advisors
Indiana
USD 21.2 M +USD 1.01 M +43,516 +5%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
USD 20.4 M +USD 2.76 M +119,473 +16%
BDFN
48
Bond & Devick Financial Network
Minnesota
USD 20.3 M +USD 821 k +35,462 +4%
CLA (CliftonLarsonAllen) Wealth Advisors
49
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 20.2 M -USD 754 k -32,580 -4%
Moneta Group Investment Advisors
50
Moneta Group Investment Advisors
Missouri
USD 19.4 M +USD 994 k +42,941 +5%
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