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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TL
326
TrueWealth LLC
Georgia
$1K +$51 +2 +6%
FMII
327
Farmers & Merchants Investments Inc
Nebraska
$1K +$1.26K +50 New
CC
328
Callan Capital
California
-$3.63M -143,536 Closed
Renaissance Technologies
329
Renaissance Technologies
New York
-$2.72M -107,350 Closed
ZIM
330
Zacks Investment Management
Illinois
-$1.03M -40,888 Closed
BL
331
BCWM LLC
Kansas
-$939K -37,080 Closed
MAS
332
Madden Advisory Services
Florida
-$933K -36,856 Closed
ACM
333
AlphaStar Capital Management
North Carolina
-$657K -25,966 Closed
FCAG
334
First Capital Advisors Group
New Jersey
-$634K -25,046 Closed
Bank of New York Mellon
335
Bank of New York Mellon
New York
-$362K -14,286 Closed
Stifel Financial
336
Stifel Financial
Missouri
-$341K -13,460 Closed
BFPW
337
BOK Financial Private Wealth
Colorado
-$305K -12,046 Closed
AWA
338
Acorn Wealth Advisors
Michigan
-$288K -11,406 Closed
MWM
339
Meridian Wealth Management
Kentucky
-$225K -8,906 Closed
CA
340
Cambridge Advisors
Nebraska
-$212K -8,368 Closed
CS
341
Credit Suisse
Switzerland
-$204K -8,044 Closed
EA
342
Efficient Advisors
Ohio
-$143K -5,658 Closed
JFGIW
343
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$125K -4,918 Closed
RBC
344
Roble Belko & Company
Pennsylvania
-$56K -2,200 Closed
SEI Investments
345
SEI Investments
Pennsylvania
-$48K -1,910 Closed
AA
346
Apriem Advisors
California
-$39K -1,524 Closed
MSFP
347
Mark Sheptoff Financial Planning
Connecticut
-$33K -1,284 Closed
NWM
348
Northwest Wealth Management
Iowa
-$28K -1,124 Closed
Carson Wealth (CWM LLC)
349
Carson Wealth (CWM LLC)
Nebraska
-$19K -770 Closed
IP
350
Intellectus Partners
California
-$11.8K -466 Closed