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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
226
HHM Wealth Advisors
Tennessee
$782K +$97K +3,440 +14%
BL
227
BCWM LLC
Kansas
$769K -$5.53K -196 -0.7%
ZF
228
Zhang Financial
Michigan
$767K – – –
FPCG
229
Fort Pitt Capital Group
Pennsylvania
$747K -$531K -18,834 -41%
ASN
230
Advisory Services Network
Georgia
$732K – – –
PFA
231
Pure Financial Advisors
California
$724K +$7.16K +254 +1%
SP
232
Successful Portfolios
Florida
$724K +$15.6K +554 +2%
AAS
233
Avantax Advisory Services
Texas
$723K +$166K +5,884 +30%
PAM
234
Peak Asset Management
Colorado
$715K – – –
PG
235
Prostatis Group
Maryland
$712K +$103K +3,640 +17%
OCM
236
One Capital Management
California
$701K -$1.13K -40 -0.2%
AWM
237
Apollon Wealth Management
South Carolina
$696K -$20.2K -716 -3%
AP
238
Appleton Partners
Massachusetts
$687K -$28.2K -1,000 -4%
RW
239
REDW Wealth
New Mexico
$678K -$10.9K -388 -2%
CIC
240
Carnegie Investment Counsel
Ohio
$673K +$86.4K +3,064 +15%
JCIA
241
Jackson Creek Investment Advisors
Colorado
$665K +$669K +23,708 New
VCM
242
Vivaldi Capital Management
Illinois
$639K -$57.3K -2,030 -8%
HWMG
243
Hurlow Wealth Management Group
Indiana
$638K -$94.8K -3,362 -13%
FSWA
244
Financial Synergies Wealth Advisors
Texas
$630K -$606K -21,486 -49%
BCP
245
Blue Chip Partners
Michigan
$619K +$50.5K +1,790 +9%
GWM
246
Geneos Wealth Management
Colorado
$619K +$127K +4,520 +26%
TFA
247
Toth Financial Advisory
Virginia
$617K +$82.1K +2,912 +15%
KAS
248
Kestra Advisory Services
Texas
$612K +$615K +21,822 New
BFIC
249
Bedell Frazier Investment Counselling
California
$611K – – –
MWP
250
Meridian Wealth Partners
Pennsylvania
$609K +$141K +4,984 +30%
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10
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