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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CGFA
301
Colton Groome Financial Advisors
North Carolina
$467K -$95.9K -3,492 -17%
IDA
302
Intelligence Driven Advisers
California
$452K -$32K -1,164 -6%
SWA
303
Stratos Wealth Advisors
Ohio
$433K -$63.2K -2,302 -13%
HDIM
304
Hanson & Doremus Investment Management
Vermont
$428K -$9.17K -334 -2%
ACG
305
Allen Capital Group
Nebraska
$424K -$57.4K -2,090 -12%
PA
306
Paracle Advisors
Washington
$418K – – –
WWM
307
Western Wealth Management
Colorado
$415K +$4.39K +160 +1%
BWP
308
BSW Wealth Partners
Colorado
$415K +$31.5K +1,146 +8%
AC
309
Alley Company
Illinois
$410K +$48.2K +1,756 +13%
FNC
310
First National Corp
Massachusetts
$408K -$34.3K -1,250 -8%
BJL
311
Brighton Jones LLC
Washington
$406K -$13.7K -500 -3%
APA
312
American Portfolios Advisors
New York
$405K +$211K +7,694 +105%
IWM
313
IHT Wealth Management
Illinois
$398K +$220 +8 +0.1%
RWA
314
River Wealth Advisors
Pennsylvania
$397K -$23.2K -844 -5%
FWP
315
Firethorn Wealth Partners
Georgia
$392K +$13.9K +508 +4%
AFP
316
Ausdal Financial Partners
Iowa
$388K -$6.37K -232 -2%
SL
317
Savior LLC
Massachusetts
$386K -$126K -4,600 -24%
WSTAM
318
Wilbanks Smith & Thomas Asset Management
Virginia
$385K +$165 +6 +0%
AFA
319
AllGen Financial Advisors
Florida
$383K +$12.9K +470 +3%
AIP
320
Almanack Investment Partners
Pennsylvania
$382K -$1.11M -40,400 -74%
MWM
321
Mission Wealth Management
California
$379K -$132K -4,800 -25%
GCA
322
Genesee Capital Advisors
New York
$379K -$5.33K -194 -1%
ZIM
323
Zacks Investment Management
Illinois
$378K +$385K +14,022 New
AL
324
ACAS LLC
California
$375K +$382K +13,912 New
CIP
325
Capital Insight Partners
Arizona
$372K -$1.81K -66 -0.5%
11 12
13
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