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Schwab 5-10 Year Corporate Bond ETF
SCHI

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
201
Crewe Advisors
Utah
$4.37K +$4.28K +192 New
AF
202
Advisornet Financial
Minnesota
$4.07K +$3.99K +179 New
HWP
203
Highline Wealth Partners
California
$4.01K +$3.93K +176 New
HNB
204
Huntington National Bank
Ohio
$3.98K – – –
KFI
205
Key Financial Inc
Pennsylvania
$3.57K – – –
FMP
206
Financial Management Professionals
Texas
$3.19K – – –
PA
207
Parallel Advisors
California
$2.98K -$16.6K -746 -85%
SS
208
Sunbelt Securities
Texas
$2.96K +$2.99K +134 New
CAM
209
Costello Asset Management
Pennsylvania
$2.28K – – –
GI
210
GAMMA Investing
California
$2.07K – – –
WWM
211
Wolff Wiese Magana
California
$1.52K +$1.5K +67 New
GRP
212
Global Retirement Partners
California
$1.48K +$1.45K +65 New
OSAM
213
O'Shaughnessy Asset Management
Connecticut
$1.43K -$1.54K -69 -52%
BBHC
214
Brown Brothers Harriman & Co
New York
$1.3K +$1.27K +57 New
MWA
215
Medallion Wealth Advisors
Connecticut
$1.27K – – –
MJRIC
216
Mogy Joel R Investment Counsel
California
$1.21K +$1.18K +53 New
CTC
217
Central Trust Company
Missouri
$1.14K +$1.11K +50 New
IRC
218
Investors Research Corp
Georgia
$819 – – –
NC
219
North Capital
Utah
$569 – – –
PFBT
220
Parkside Financial Bank & Trust
Missouri
$419 – – –
GSWM
221
Golden State Wealth Management
California
$410 – – –
CCMI
222
Creative Capital Management Investments
California
$364 – – –
CPG
223
Cornerstone Planning Group
New Jersey
$289 +$22 +1 +8%
JFGIW
224
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$274 +$268 +12 New
WWMSC
225
Wagner Wealth Management (South Carolina)
South Carolina
$259 -$3.66K -164 -94%
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