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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
301
Revisor Wealth Management
Ohio
$640K +$24.6K +1,084 +4%
CAL
302
Capital Advisors Ltd
Ohio
$637K – – –
NDSI
303
Newman Dignan & Sheerar Inc
Rhode Island
$636K +$3.26K +144 +0.5%
EAM
304
Empirical Asset Management
Massachusetts
$635K +$237K +10,458 +57%
LHEI
305
Leo H. Evart Inc
California
$626K +$1.72K +76 +0.3%
FWA
306
Freedom Wealth Alliance
Wisconsin
$621K -$49.2K -2,172 -7%
LFA
307
Laraway Financial Advisors
Minnesota
$607K -$26.7K -1,178 -4%
CAG
308
Csenge Advisory Group
Florida
$603K +$47.4K +2,092 +8%
CFO
309
CVA Family Office
Colorado
$601K +$250K +11,026 +68%
PFA
310
Pure Financial Advisors
California
$597K +$6.57K +290 +1%
AIP
311
Ameritas Investment Partners
Nebraska
$596K -$2.08K -92 -0.3%
OCM
312
One Capital Management
California
$595K -$27.2K -1,200 -4%
AC
313
Abbrea Capital
California
$587K +$64.6K +2,850 +12%
AL
314
Aspiriant LLC
California
$583K -$7.93K -350 -1%
SFG
315
Sage Financial Group
Pennsylvania
$577K – – –
CFG
316
Cooper Financial Group
California
$571K -$143K -6,316 -20%
DBRC
317
D.B. Root & Company
Pennsylvania
$563K -$64.5K -2,848 -10%
BAMG
318
Brand Asset Management Group
Missouri
$562K +$13.3K +586 +2%
EWM
319
Endowment Wealth Management
Wisconsin
$558K +$30.5K +1,344 +6%
WPC
320
Wedmont Private Capital
Pennsylvania
$550K +$566K +24,974 New
BCM
321
Brookstone Capital Management
Illinois
$536K +$166K +7,314 +42%
BRWA
322
B. Riley Wealth Advisors
Florida
$533K +$52.3K +2,306 +11%
CIP
323
Capital Insight Partners
Arizona
$532K -$25.5K -1,126 -4%
VDI
324
Vaughan David Investments
Illinois
$531K -$1.36K -60 -0.2%
LGG
325
Luts & Greenleigh Group
Maryland
$529K +$136 +6 +0%
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13
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