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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
HB
251
Homrich & Berg
Georgia
$716K -$289K -10,646 -29%
PFS
252
Prospera Financial Services
Texas
$712K +$44.9K +1,654 +7%
HWA
253
HHM Wealth Advisors
Tennessee
$695K -$29K -1,070 -4%
RPG
254
Resource Planning Group
Georgia
$680K -$3.2K -118 -0.5%
SIAG
255
Signet Investment Advisory Group
Rhode Island
$658K +$654K +24,100 New
COF
256
Capital One Financial
Virginia
$651K -$272K -10,010 -30%
FG
257
Foster Group
Iowa
$649K +$54 +2 +0%
TWM
258
Triton Wealth Management
Arizona
$644K -$81.7K -3,010 -11%
OMC
259
Old Mission Capital
Illinois
$644K +$641K +23,606 New
CIC
260
Cutler Investment Counsel
Oregon
$639K +$139K +5,122 +28%
MSWMA
261
Market Street Wealth Management Advisors
Indiana
$630K -$164K -6,056 -21%
AP
262
Appleton Partners
Massachusetts
$630K -$30.8K -1,134 -5%
VCM
263
Vivaldi Capital Management
Illinois
$630K -$9.61K -354 -2%
TA
264
TrueWealth Advisors
Alabama
$630K -$4.45K -164 -0.7%
OCM
265
One Capital Management
California
$616K -$51.6K -1,900 -8%
BCP
266
Blue Chip Partners
Michigan
$613K +$3.31K +122 +0.5%
HA
267
Harborview Advisors
Maine
$594K +$488 +18 +0.1%
RW
268
REDW Wealth
New Mexico
$571K -$6.57K -242 -1%
KOC
269
Koss-Olinger Consulting
Florida
$569K – – –
BFIC
270
Bedell Frazier Investment Counselling
California
$568K – – –
MI
271
Moneywise Inc
Virginia
$565K -$46K -1,696 -8%
MSFS
272
Main Street Financial Solutions
Pennsylvania
$563K -$71K -2,616 -11%
FPCG
273
Fort Pitt Capital Group
Pennsylvania
$561K +$86.7K +3,196 +18%
CIC
274
Carnegie Investment Counsel
Ohio
$556K -$50.6K -1,864 -8%
IAP
275
Indie Asset Partners
Indiana
$553K – – –
9 10
11
12 13