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Schwab 5-10 Year Corporate Bond ETF
SCHI

Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
201
Prime Capital Investment Advisors
Kansas
– -$307K -13,652 Closed
RIM
202
Redwood Investment Management
Arizona
– -$273K -12,162 Closed
LA
203
LexAurum Advisors
Kansas
– -$271K -12,064 Closed
VPP
204
Vertex Planning Partners
Illinois
– -$267K -11,870 Closed
TF
205
Theory Financial
Colorado
– -$240K -10,672 Closed
NL
206
NWAM LLC
Washington
– -$238K -10,608 Closed
BTI
207
Blue Trust Inc
Georgia
– -$180K -8,508 Closed
US Bancorp
208
US Bancorp
Minnesota
– -$57.1K -2,540 Closed
RFA
209
Resurgent Financial Advisors
Georgia
– -$54.9K -2,442 Closed
CCM
210
Chilton Capital Management
Texas
– -$31.1K -1,384 Closed
BCPWM
211
Bradley & Co Private Wealth Management
Florida
– -$20.7K -920 Closed
AA
212
Addison Advisors
Vermont
– -$15.6K -696 Closed
LPP
213
Life Planning Partners
Florida
– -$11.7K -520 Closed
NRC
214
New Republic Capital
North Carolina
– -$7.78K -346 Closed
KFS
215
Kelly Financial Services
Massachusetts
– -$5.02K -224 Closed
OLVIG
216
Oliver Lagore Vanvalin Investment Group
Michigan
– -$2.76K -122 Closed
SA
217
Scarborough Advisors
Maryland
– -$2.53K -112 Closed
IPW
218
Impact Partnership Wealth
Georgia
– -$2.47K -110 Closed
SMA
219
Sage Mountain Advisors
Georgia
– -$1.75K -78 Closed
LFA
220
LGT Financial Advisors
Texas
– -$1.68K -74 Closed
AW
221
Avion Wealth
Texas
– -$2K -68 Closed
MFT
222
Moisand Fitzgerald Tamayo
Florida
– -$944 -42 Closed
AEPWM
223
Atlantic Edge Private Wealth Management
Florida
– -$90 -4 Closed
CP
224
Castleview Partners
Texas
– -$45 -2 Closed
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