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Schwab 1-5 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
101
WealthSource Partners
California
– -$896K -35,436 Closed
FWP
102
Firethorn Wealth Partners
Georgia
– -$846K -33,458 Closed
AWE
103
Avidian Wealth Enterprises
Texas
– -$758K -29,972 Closed
WFC
104
Western Financial Corp
California
– -$743K -29,394 Closed
TCA
105
Transcend Capital Advisors
New Jersey
– -$733K -29,006 Closed
Renaissance Technologies
106
Renaissance Technologies
New York
– -$657K -26,000 Closed
SPI
107
Sutton Place Investors
New York
– -$641K -25,372 Closed
PFA
108
Pinnacle Family Advisors
Missouri
– -$512K -20,276 Closed
CFG
109
Cooper Financial Group
California
– -$490K -19,376 Closed
BFA
110
Beacon Financial Advisory
Ohio
– -$444K -17,556 Closed
BTWM
111
Baker Tilly Wealth Management
Wisconsin
– -$362K -14,320 Closed
IWC
112
Integrated Wealth Concepts
Massachusetts
– -$345K -13,656 Closed
MFGM
113
Marshall Financial Group (Maryland)
Maryland
– -$336K -13,290 Closed
SFO
114
Stokes Family Office
Louisiana
– -$267K -10,578 Closed
AFP
115
Ausdal Financial Partners
Iowa
– -$262K -10,356 Closed
CAM
116
Costello Asset Management
Pennsylvania
– -$258K -10,200 Closed
CCG
117
Capital CS Group
California
– -$246K -9,728 Closed
OFG
118
OmniStar Financial Group
North Carolina
– -$222K -8,818 Closed
SPA
119
Shore Point Advisors
New Jersey
– -$70K -2,768 Closed
SL
120
Savior LLC
Massachusetts
– -$52K -2,048 Closed
FA
121
Fortis Advisors
Pennsylvania
– -$31K -1,212 Closed
SFM
122
Signet Financial Management
New Jersey
– -$8K -322 Closed
EVM
123
Eaton Vance Management
Massachusetts
– -$7K -280 Closed
SWM
124
Spire Wealth Management
Virginia
– -$4K -168 Closed