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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
251
BSW Wealth Partners
Colorado
$243K -$8.07M -319,444 -86%
HSA
252
HBK Sorce Advisory
Pennsylvania
$241K +$243K +9,608 New
CAM
253
Cubic Asset Management
Massachusetts
$235K +$236K +9,350 New
AIA
254
Arcadia Investment Advisors
Idaho
$227K – – –
BSW
255
Buckingham Strategic Wealth
Missouri
$226K +$227K +8,980 New
CAG
256
Crestwood Advisors Group
Massachusetts
$224K +$455 +18 +0.2%
RCC
257
Red Cedar Capital
Nebraska
$223K +$12.2K +482 +6%
BPB
258
Badgley, Phelps & Bell
Washington
$222K – – –
FHA
259
First Horizon Advisors
Tennessee
$216K +$149K +5,910 +219%
FIM
260
Frontier Investment Management
Texas
$212K – – –
ASN
261
Advisory Services Network
Georgia
$207K – – –
OAM
262
Oxford Asset Management
United Kingdom
$205K -$35.2K -1,394 -15%
IIC
263
Ironwood Investment Counsel
Arizona
$203K – – –
BCM
264
Blume Capital Management
California
$196K – – –
BAM
265
Belpointe Asset Management
Nevada
$196K +$197K +7,814 New
RWA
266
River Wealth Advisors
Pennsylvania
$193K +$13K +514 +7%
FWM
267
Focused Wealth Management
New York
$169K -$1.38M -54,650 -89%
VNA
268
Valley National Advisers
Pennsylvania
$150K -$2.48K -98 -2%
MFT
269
Moisand Fitzgerald Tamayo
Florida
$149K -$2.42K -96 -2%
FRA
270
Front Row Advisors
California
$145K – – –
GRP
271
Global Retirement Partners
California
$140K +$62.6K +2,480 +80%
AAM
272
Advisors Asset Management
Colorado
$131K +$81K +3,208 +161%
GWM
273
Geneos Wealth Management
Colorado
$122K +$2.58K +102 +2%
WSTAM
274
Wilbanks Smith & Thomas Asset Management
Virginia
$120K +$121K +4,790 New
GIP
275
Granite Investment Partners
California
$104K – – –
9 10
11
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