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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CMBA
226
C.M. Bidwell & Associates
Hawaii
$1.65M +$227K +9,686 +16%
MCM
227
Mendel Capital Management
Arkansas
$1.65M +$61.7K +2,636 +4%
EFM
228
Eley Financial Management
Vermont
$1.65M -$18.5K -792 -1%
CF
229
Corrigan Financial
Rhode Island
$1.59M -$265K -11,306 -14%
RTL
230
Red Tortoise LLC
Georgia
$1.56M +$10.6K +452 +0.7%
LIM
231
Lathrop Investment Management
Arkansas
$1.54M +$205K +8,744 +16%
PAG
232
Private Advisor Group
New Jersey
$1.53M +$413K +17,618 +38%
SPL
233
Smart Portfolios LLC
Washington
$1.53M – – –
LA
234
LVW Advisors
New York
$1.53M +$157K +6,700 +12%
WIA
235
World Investment Advisors
California
$1.52M -$12.2K -520 -0.8%
TCA
236
Transcend Capital Advisors
New Jersey
$1.52M +$15.9K +678 +1%
HIF
237
Hill Island Financial
Michigan
$1.51M -$5.38K -230 -0.4%
MFG
238
Merit Financial Group
Georgia
$1.5M -$6.92M -295,588 -82%
GLLW
239
Graves Light Lenhart Wealth
Virginia
$1.48M +$234 +10 +0%
BCI
240
Brinker Capital Investments
Pennsylvania
$1.45M +$637K +27,210 +80%
OPS
241
Orion Portfolio Solutions
Nebraska
$1.45M +$637K +27,210 +80%
CCFM
242
Clear Creek Financial Management
Washington
$1.45M +$181K +7,738 +14%
FF
243
Farnam Financial
Arizona
$1.45M +$1.43M +61,058 New
FA
244
Faithward Advisors
Pennsylvania
$1.44M -$383K -16,374 -21%
RIA
245
Regal Investment Advisors
Michigan
$1.44M +$105K +4,498 +8%
BWM
246
Blossom Wealth Management
California
$1.41M +$50K +2,134 +4%
SIM
247
Sterling Investment Management
Arizona
$1.41M +$4.5K +192 +0.3%
CFA
248
Cahill Financial Advisors
Minnesota
$1.4M +$328 +14 +0%
LA
249
LexAurum Advisors
Kansas
$1.4M +$4.17K +178 +0.3%
AWA
250
Alaska Wealth Advisors
Alaska
$1.39M -$63.6K -2,718 -4%
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