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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RF
301
RHS Financial
California
$264K -$181K -6,782 -41%
SIM
302
Sterling Investment Management
Arizona
$264K
FM
303
Foster & Motley
Ohio
$262K -$28.1K -1,052 -10%
UB
304
UMB Bank
Missouri
$262K
OCG
305
Opus Capital Group
Ohio
$261K +$15.3K +572 +6%
PWA
306
Providence Wealth Advisors
Illinois
$258K +$257K +9,598 New
AWM
307
AE Wealth Management
Kansas
$256K -$42.9K -1,604 -14%
RPA
308
Rock Point Advisors
Vermont
$250K -$13.4K -500 -5%
SNBOSD
309
Security National Bank of So Dak
Iowa
$249K +$247K +9,244 New
FCIM
310
Fairview Capital Investment Management
California
$247K
LFG
311
Larson Financial Group
Missouri
$247K +$18K +672 +8%
MAS
312
Managed Account Services
Florida
$245K -$6.1K -228 -2%
SBH
313
Segall Bryant & Hamill
Illinois
$242K -$32.1K -1,200 -12%
Deutsche Bank
314
Deutsche Bank
Germany
$242K +$203K +7,602 +529%
RCC
315
Red Cedar Capital
Nebraska
$241K +$1.66K +62 +0.7%
5L
316
55I LLC
Massachusetts
$241K +$239K +8,950 New
PA
317
Pinnacle Associates
New York
$240K -$2.94K -110 -1%
BPB
318
Badgley, Phelps & Bell
Washington
$238K
AIC
319
Ameritas Investment Company
Nebraska
$238K +$237K +8,848 New
MCM
320
Maple Capital Management
Vermont
$234K -$79.9K -2,986 -26%
APA
321
American Portfolios Advisors
New York
$231K +$68.8K +2,572 +43%
CWM
322
Confluence Wealth Management
Oregon
$231K -$106K -3,966 -32%
NGA
323
Naples Global Advisors
Florida
$231K +$4.01K +150 +2%
OWM
324
Orgel Wealth Management
Wisconsin
$231K +$230K +8,582 New
Jane Street
325
Jane Street
New York
$228K -$319K -11,912 -58%