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Schwab 1-5 Year Corporate Bond ETF
SCHJ

Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
1
Charles Schwab
California
$80.1M +$56.2M +2,196,406 +232%
5L
2
55I LLC
Massachusetts
$34.6M +$34.8M +1,357,968 New
CFG
3
Cooper Financial Group
California
$18.1M +$18.2M +710,136 New
HGWM
4
Horst & Graben Wealth Management
Oregon
$13.2M +$13.2M +516,036 New
AWM
5
AE Wealth Management
Kansas
$7.58M +$7.61M +297,386 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.5M +$7.53M +294,104 New
CWA
7
Clearview Wealth Advisors
Oregon
$7.27M +$7.3M +285,382 New
APW
8
Austin Private Wealth
Texas
$7.17M +$7.2M +281,138 New
MML Investors Services
9
MML Investors Services
Massachusetts
$6.88M +$6.91M +270,108 New
CC
10
Copperleaf Capital
North Carolina
$6.43M +$6.46M +252,388 New
SPAS
11
Spectrum Planning & Advisory Services
California
$5.54M +$5.56M +217,216 New
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$5.1M +$5.12M +200,190 New
FANJ
13
Financial Architects (New Jersey)
New Jersey
$4.38M +$654K +25,548 +17%
OWA
14
One Wealth Advisors
California
$4.3M +$4.32M +168,734 New
C1AG
15
Client 1st Advisory Group
Florida
$3.95M +$3.96M +154,838 New
Citadel Advisors
16
Citadel Advisors
Florida
$3.79M +$3.42M +133,606 +876%
KFS
17
Kaizen Financial Strategies
California
$3.76M +$3.78M +147,686 New
GGI
18
GPM Growth Investors
Michigan
$3.57M +$3.59M +140,164 New
PWA
19
Physician Wealth Advisors
Utah
$3.37M +$422K +16,506 +14%
VFM
20
Vivid Financial Management
California
$3.21M +$3.23M +126,010 New
WCM
21
Washburn Capital Management
Florida
$2.71M -$537K -20,974 -16%
BRWA
22
B. Riley Wealth Advisors
Florida
$2.7M +$2.71M +105,772 New
FCA
23
FLC Capital Advisors
California
$2.67M +$2.68M +104,732 New
T
24
TRUADVICE
Florida
$2.58M +$881K +34,432 +52%
SWA
25
Stratos Wealth Advisors
Ohio
$2.25M +$2.26M +88,462 New
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