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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
276
Pinnacle Family Advisors
Missouri
$840K +$863K +33,212 New
SIAG
277
Signet Investment Advisory Group
Rhode Island
$838K +$59.3K +2,284 +7%
AHC
278
Anderson Hoagland & Co
Missouri
$822K – – –
BAMG
279
Brand Asset Management Group
Missouri
$807K +$51.8K +1,996 +7%
HWM
280
HB Wealth Management
Georgia
$803K +$235K +9,056 +40%
PAG
281
Powers Advisory Group
Illinois
$801K -$7.89M -303,902 -91%
BL
282
BCWM LLC
Kansas
$797K +$16.5K +636 +2%
TC
283
Tatro Capital
Kentucky
$789K -$3.48K -134 -0.4%
AIM
284
AMI Investment Management
Indiana
$787K -$381K -14,660 -32%
TCA
285
Transcend Capital Advisors
New Jersey
$781K +$803K +30,904 New
LFS
286
Lutz Financial Services
Nebraska
$776K -$194K -7,472 -20%
KAS
287
Kestra Advisory Services
Texas
$769K -$220K -8,480 -22%
AAS
288
Avantax Advisory Services
Texas
$761K -$584K -22,484 -43%
WFS
289
Walker Financial Services
Kentucky
$755K +$775K +29,860 New
KLI
290
Kelman-Lazarov Inc
Tennessee
$748K – – –
OAJ
291
Ogorek Anthony Joseph
New York
$742K +$575K +22,144 +307%
BG
292
Benedetti & Gucer
Georgia
$739K +$326K +12,538 +75%
ACMA
293
Arbor Capital Management (Alaska)
Alaska
$736K -$98.1K -3,778 -11%
VDI
294
Vaughan David Investments
Illinois
$736K – – –
MWA
295
Motive Wealth Advisors
Michigan
$724K +$744K +28,636 New
FG
296
Foster Group
Iowa
$721K -$15.4K -594 -2%
CFG
297
Cooper Financial Group
California
$704K +$724K +27,862 New
GVAG
298
Great Valley Advisor Group
Delaware
$700K -$4.05K -156 -0.6%
WWM
299
Western Wealth Management
Colorado
$688K +$326K +12,542 +85%
MA
300
McBroom & Associates
Nevada
$685K -$15.5K -596 -2%
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