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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
276
Maple Capital Management
Vermont
$292K +$3.62K +142 +1%
WP
277
WealthShield Partners
North Carolina
$291K +$286K +11,224 New
WP
278
WMS Partners
Maryland
$288K +$284K +11,116 New
RWA
279
River Wealth Advisors
Pennsylvania
$285K +$2.55K +100 +0.9%
SWA
280
Stratos Wealth Advisors
Ohio
$284K +$279K +10,938 New
IRC
281
Investors Research Corp
Georgia
$280K +$276K +10,800 New
MAS
282
Managed Account Services
Florida
$278K -$87.6K -3,434 -24%
SBH
283
Segall Bryant & Hamill
Illinois
$276K – – –
SCM
284
Stordahl Capital Management
Colorado
$276K +$273K +10,718 New
BDF
285
Black Diamond Financial
Maryland
$272K +$6.48K +254 +2%
MPW
286
MA Private Wealth
California
$271K +$3.93K +154 +1%
EHC
287
Everett Harris & Co
California
$267K – – –
CFA
288
Cahill Financial Advisors
Minnesota
$267K +$1.23K +48 +0.5%
RJFSA
289
Raymond James Financial Services Advisors
Florida
$264K +$33.6K +1,318 +15%
WCM
290
Weik Capital Management
Pennsylvania
$261K +$16.1K +630 +7%
AIC
291
Ameritas Investment Company
Nebraska
$261K +$257K +10,064 New
CIA
292
Capital Investment Advisors
Georgia
$258K +$459 +18 +0.2%
BAMG
293
Brand Asset Management Group
Missouri
$258K +$240K +9,400 +1,697%
RPA
294
Rock Point Advisors
Vermont
$255K -$2.55K -100 -1%
FIM
295
Frontier Investment Management
Texas
$255K -$1.79K -70 -0.7%
SIM
296
Sterling Investment Management
Arizona
$254K -$3.9M -152,902 -94%
UB
297
UMB Bank
Missouri
$252K – – –
SSWM
298
Sheets Smith Wealth Management
North Carolina
$251K +$5.05K +198 +2%
BCM
299
Bienville Capital Management
New York
$250K +$25.5K +1,000 +12%
DIS
300
Diversified Investment Strategies
Louisiana
$240K -$730K -28,600 -76%
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