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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BPB
251
Badgley, Phelps & Bell
Washington
$230K +$230K +8,824 New
MWM
252
Meridian Wealth Management
Kentucky
$229K +$991 +38 +0.4%
LWAC
253
Laurel Wealth Advisors (California)
California
$224K +$10.4K +398 +5%
MCM
254
Mengis Capital Management
Oregon
$220K +$365 +14 +0.2%
UAS
255
United Asset Strategies
New York
$214K +$215K +8,228 New
IIC
256
Ironwood Investment Counsel
Arizona
$210K -$130K -5,000 -38%
FAAS
257
First Allied Advisory Services
California
$209K -$6.63K -254 -3%
RBC
258
Roble Belko & Company
Pennsylvania
$207K – – –
BSW
259
Buckingham Strategic Wealth
Missouri
$204K +$205K +7,844 New
BCM
260
Blume Capital Management
California
$203K +$20.9K +800 +11%
NGA
261
Naples Global Advisors
Florida
$202K -$13.6K -520 -6%
RCC
262
Red Cedar Capital
Nebraska
$202K +$202K +7,756 New
AFP
263
Ausdal Financial Partners
Iowa
$200K -$161K -6,158 -44%
LCM
264
Liberty Capital Management
Michigan
$195K -$210K -8,066 -52%
MFT
265
Moisand Fitzgerald Tamayo
Florida
$182K – – –
VNA
266
Valley National Advisers
Pennsylvania
$171K -$16K -614 -9%
PFBT
267
Parkside Financial Bank & Trust
Missouri
$167K – – –
FRA
268
Front Row Advisors
California
$152K +$152K +5,828 New
ASN
269
Advisory Services Network
Georgia
$145K +$38.4K +1,470 +36%
CIR
270
Clear Investment Research
Georgia
$136K – – –
GWM
271
Geneos Wealth Management
Colorado
$123K – – –
CCA
272
Catalyst Capital Advisors
New York
$114K +$115K +4,400 New
CTC
273
Central Trust Company
Missouri
$107K +$107K +4,116 New
APA
274
American Portfolios Advisors
New York
$105K +$105K +4,020 New
DAM
275
Delta Asset Management
Tennessee
$104K – – –
9 10
11
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