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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
301
Wilbanks Smith & Thomas Asset Management
Virginia
$372K -$9.46K -340 -3%
AIC
302
Ameritas Investment Company
Nebraska
$368K +$101K +3,620 +38%
DAS
303
Dynamic Advisor Solutions
Arizona
$366K +$47K +1,690 +15%
GVAG
304
Great Valley Advisor Group
Delaware
$364K +$135K +4,864 +60%
AFP
305
Ausdal Financial Partners
Iowa
$357K -$9.4K -338 -3%
HF
306
HRT Financial
New York
$352K -$893K -32,088 -72%
SIM
307
Sterling Investment Management
Arizona
$351K +$74.8K +2,690 +27%
SCM
308
Stordahl Capital Management
Colorado
$350K +$30.1K +1,082 +10%
SA
309
SRH Advisors
Kansas
$348K – – –
FA
310
Faithward Advisors
Pennsylvania
$344K +$3.95K +142 +1%
BWA
311
Burt Wealth Advisors
Maryland
$343K -$32.6K -1,170 -9%
BDF
312
Black Diamond Financial
Maryland
$342K -$5.57K -200 -2%
JWBC
313
John W. Brooker & Co
California
$342K +$111 +4 +0%
W
314
Wealthquest
Ohio
$342K +$339K +12,194 New
GMA
315
Goldstein Munger & Associates
California
$341K +$113K +4,066 +50%
RMDI
316
R.M. Davis Inc
Maine
$337K +$334K +12,000 New
SWP
317
Stratos Wealth Partners
Ohio
$334K -$3.11M -111,822 -90%
SFP
318
Strategic Financial Planning
Texas
$328K -$7.07K -254 -2%
AC
319
Alley Company
Illinois
$327K -$35.9K -1,292 -10%
DW
320
Domani Wealth
Pennsylvania
$323K -$4.84K -174 -1%
WOSD
321
WFA of San Diego
California
$323K +$319K +11,474 New
AFS
322
Access Financial Services
Minnesota
$316K -$67.9K -2,440 -18%
MA
323
MCF Advisors
Kentucky
$310K -$280K -10,058 -48%
PWA
324
Providence Wealth Advisors
Illinois
$308K +$69.9K +2,514 +30%
VV
325
Verity & Verity
South Carolina
$307K – – –
11 12
13
14 15