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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
301
Kingsview Wealth Management
Oregon
$871K -$1.98K -86 -0.2%
JWS
302
Juncture Wealth Strategies
Arizona
$856K +$41.3K +1,798 +5%
ZF
303
Zhang Financial
Michigan
$851K -$33.1K -1,438 -4%
AWA
304
Aletheian Wealth Advisors
Washington
$832K – – –
GSWM
305
Greenup Street Wealth Management
Michigan
$828K +$224K +9,746 +37%
BFG
306
Beacon Financial Group
Texas
$824K -$94.4K -4,106 -10%
WHCI
307
W.H. Cornerstone Investments
Massachusetts
$822K -$403K -17,538 -33%
BWM
308
BCS Wealth Management
Tennessee
$816K +$328K +14,258 +67%
IA
309
IFG Advisory
Georgia
$810K +$160K +6,944 +25%
CTC
310
Central Trust Company
Missouri
$804K – – –
SIAG
311
Signet Investment Advisory Group
Rhode Island
$799K +$28.5K +1,240 +4%
JWA
312
JFS Wealth Advisors
Pennsylvania
$791K +$74.7K +3,248 +10%
FIA
313
Foundations Investment Advisors
Arizona
$788K +$788K +34,266 New
IWM
314
IHT Wealth Management
Illinois
$775K +$92 +4 +0%
EAM
315
Empirical Asset Management
Massachusetts
$772K +$111K +4,836 +17%
BFA
316
Beacon Financial Advisory
Ohio
$771K +$9.89K +430 +1%
CIC
317
Cutler Investment Counsel
Oregon
$769K -$280K -12,170 -27%
MCM
318
Maple Capital Management
Vermont
$752K +$234K +10,194 +45%
CCG
319
Catalina Capital Group
California
$747K -$88.3K -3,840 -11%
CPIG
320
Chicago Partners Investment Group
Illinois
$743K +$37.5K +1,632 +5%
PWG
321
Portside Wealth Group
Utah
$738K +$738K +32,102 New
SFS
322
Sowell Financial Services
Arkansas
$738K -$186K -8,094 -20%
AOWM
323
Alpha Omega Wealth Management
Virginia
$714K -$12.6K -550 -2%
EWM
324
Endowment Wealth Management
Wisconsin
$710K +$123K +5,328 +21%
CFG
325
Cooper Financial Group
California
$704K +$10.8K +468 +2%
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