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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
251
Parallel Advisors
California
$899K +$50.9K +2,102 +6%
EHAM
252
Eagle Harbor Asset Management
Washington
$899K +$74K +3,056 +6%
PFA
253
Pinnacle Family Advisors
Missouri
$892K +$97.8K +4,040 +12%
BMCM
254
Burns Matteson Capital Management
New York
$889K -$385K -15,906 -30%
WAM
255
WNY Asset Management
New York
$888K -$1.17M -48,466 -57%
MHB
256
Midwest Heritage Bank
Iowa
$884K -$84.4K -3,488 -9%
SWM
257
Stockman Wealth Management
Montana
$880K +$33.9K +1,400 +4%
MA
258
Momentum Advisors
New York
$859K +$869K +35,888 New
LFA
259
Landmark Financial Advisors
Kentucky
$856K +$7.5K +310 +0.9%
FW
260
FirstPurpose Wealth
Utah
$845K -$286K -11,820 -25%
SPA
261
Sentinel Pension Advisors
Massachusetts
$839K -$6.54M -270,072 -89%
AFP
262
Ausdal Financial Partners
Iowa
$832K -$25.4K -1,050 -3%
PFC
263
Phocas Financial Corp
California
$831K – – –
SAM
264
Sawgrass Asset Management
Florida
$823K -$8.28K -342 -1%
BI
265
Blooom Inc
Kansas
$822K -$133K -5,504 -14%
SIAG
266
Signet Investment Advisory Group
Rhode Island
$815K +$22.3K +922 +3%
KAS
267
Kestra Advisory Services
Texas
$811K +$84K +3,472 +11%
LFA
268
Laraway Financial Advisors
Minnesota
$763K -$2M -82,740 -72%
WA
269
WBH Advisory
Maryland
$751K -$182K -7,504 -19%
JF
270
Joule Financial
Kentucky
$743K +$751K +31,028 New
BWA
271
Burt Wealth Advisors
Maryland
$729K -$604K -24,946 -45%
ACMA
272
Arbor Capital Management (Alaska)
Alaska
$708K +$8.28K +342 +1%
CFG
273
Cooper Financial Group
California
$700K +$33.4K +1,380 +5%
VDI
274
Vaughan David Investments
Illinois
$696K -$145 -6 -0%
BL
275
BCWM LLC
Kansas
$690K -$65.5K -2,706 -9%
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