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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
3C
251
361 Capital
Colorado
$638K +$54.7K +2,026 +9%
BFIC
252
Bedell Frazier Investment Counselling
California
$619K -$16.2K -600 -3%
AAS
253
Avantax Advisory Services
Texas
$616K +$611K +22,642 New
DCM
254
Davis Capital Management
Florida
$606K +$603K +22,346 New
BWP
255
BSW Wealth Partners
Colorado
$589K -$13K -480 -2%
SFG
256
StrategIQ Financial Group
Indiana
$582K -$109K -4,028 -16%
FC
257
Financial Consulate
Maryland
$575K +$2.7K +100 +0.5%
MA
258
MCF Advisors
Kentucky
$572K -$2.84M -105,272 -83%
BCP
259
Blue Chip Partners
Michigan
$547K +$2.43K +90 +0.4%
ACG
260
Allen Capital Group
Nebraska
$544K -$906K -33,546 -63%
HDIM
261
Hanson & Doremus Investment Management
Vermont
$543K -$13.7K -506 -2%
IA
262
IFP Advisors
Florida
$536K -$767K -28,412 -59%
LWAC
263
Laurel Wealth Advisors (California)
California
$530K +$287K +10,626 +119%
GIA
264
Gladstone Institutional Advisory
Florida
$523K -$467K -17,298 -47%
TFA
265
Toth Financial Advisory
Virginia
$522K -$32.5K -1,202 -6%
OFS
266
Oldfather Financial Services
Nebraska
$514K +$154K +5,698 +44%
BWA
267
BDO Wealth Advisors
Florida
$502K -$40.5K -1,500 -8%
AWM
268
AE Wealth Management
Kansas
$492K -$672K -24,886 -58%
RWA
269
River Wealth Advisors
Pennsylvania
$485K +$18.6K +690 +4%
CIC
270
Cutler Investment Counsel
Oregon
$484K +$5.51K +204 +1%
BIA
271
Barry Investment Advisors
Massachusetts
$470K -$25.4M -939,308 -98%
H
272
HoyleCohen
California
$469K +$3.89K +144 +0.8%
NWS
273
Newport Wealth Strategies
California
$457K +$446K +16,500 New
OPA
274
Old Port Advisors
Maine
$455K -$5.67K -210 -1%
GI
275
GS Investments
Minnesota
$452K +$171K +6,326 +61%
9 10
11
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