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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
276
MA Private Wealth
California
$260K +$257K +10,276 New
CFA
277
Cahill Financial Advisors
Minnesota
$259K +$256K +10,236 New
RWM
278
Ritholtz Wealth Management
New York
$258K -$22.2K -890 -8%
BDF
279
Black Diamond Financial
Maryland
$258K +$255K +10,218 New
RPA
280
Rock Point Advisors
Vermont
$251K -$3.75K -150 -1%
CIA
281
Capital Investment Advisors
Georgia
$251K +$248K +9,938 New
HCA
282
Horan Capital Advisors
Ohio
$250K -$31.6K -1,266 -11%
FIM
283
Frontier Investment Management
Texas
$250K +$36.2K +1,450 +17%
RCA
284
Rowland Carmichael Advisors
Arizona
$248K – – –
UB
285
UMB Bank
Missouri
$245K – – –
FFA
286
First Foundation Advisors
California
$245K +$241K +9,670 New
SSWM
287
Sheets Smith Wealth Management
North Carolina
$240K -$37.6K -1,504 -14%
VAM
288
Verity Asset Management
North Carolina
$240K +$237K +9,476 New
WCM
289
Weik Capital Management
Pennsylvania
$239K -$49.9K -2,000 -17%
FCIM
290
Fairview Capital Investment Management
California
$232K -$61.2K -2,450 -21%
CA
291
Cetera Advisors
Colorado
$231K +$227K +9,086 New
RCC
292
Red Cedar Capital
Nebraska
$226K +$2.1K +84 +0.9%
PA
293
Pinnacle Associates
New York
$225K -$86.4K -3,460 -28%
RJFSA
294
Raymond James Financial Services Advisors
Florida
$224K +$221K +8,866 New
BPB
295
Badgley, Phelps & Bell
Washington
$223K – – –
PWA
296
Providence Wealth Advisors
Illinois
$220K -$36.5K -1,460 -14%
CAG
297
Crestwood Advisors Group
Massachusetts
$219K -$6.09K -244 -3%
ASN
298
Advisory Services Network
Georgia
$219K +$9.94K +398 +5%
BCM
299
Bienville Capital Management
New York
$219K +$216K +8,640 New
FHA
300
First Horizon Advisors
Tennessee
$218K -$100 -4 -0%
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12
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