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Schwab US TIPS ETF
SCHP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
701
Crown Wealth Group
North Carolina
– -$1.53M -54,804 Closed
WCM
702
Washburn Capital Management
Florida
– -$1.45M -51,842 Closed
XF
703
XML Financial
Maryland
– -$1.33M -47,608 Closed
KFS
704
Kaizen Financial Strategies
California
– -$1.3M -46,516 Closed
OBWG
705
Onyx Bridge Wealth Group
New York
– -$1.14M -40,244 Closed
MSWMA
706
Market Street Wealth Management Advisors
Indiana
– -$707K -25,328 Closed
KCPG
707
Kavar Capital Partners Group
Kansas
– -$697K -24,972 Closed
MWM
708
Maripau Wealth Management
Indiana
– -$610K -21,252 Closed
CPP
709
Capasso Planning Partners
South Carolina
– -$574K -20,560 Closed
AWA
710
Aaron Wealth Advisors
Illinois
– -$572K -20,516 Closed
SIA
711
Strategic Investment Advisors
Michigan
– -$566K -20,292 Closed
IC
712
Innealta Capital
Texas
– -$523K -18,738 Closed
CAAS
713
Capital Asset Advisory Services
Michigan
– -$504K -18,060 Closed
PCMC
714
Private Capital Management (Colorado)
Colorado
– -$544K -17,926 Closed
SS
715
Simplicity Solutions
Minnesota
– -$448K -16,072 Closed
TCWM
716
Total Clarity Wealth Management
Illinois
– -$447K -16,008 Closed
SCM
717
Stonehearth Capital Management
Massachusetts
– -$424K -15,284 Closed
BB
718
Busey Bank
Illinois
– -$387K -13,872 Closed
IFG
719
Independent Financial Group
California
– -$386K -13,838 Closed
PWM
720
Perigon Wealth Management
California
– -$383K -13,730 Closed
SBH
721
Segall Bryant & Hamill
Illinois
– -$377K -13,552 Closed
T
722
TRUADVICE
Florida
– -$367K -12,868 Closed
MCM
723
Mengis Capital Management
Oregon
– -$355K -12,750 Closed
SFPG
724
Stonebridge Financial Planning Group
Florida
– -$345K -12,380 Closed
BS
725
Boenning & Scattergood
Pennsylvania
– -$317K -11,358 Closed
27 28
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30 31