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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
326
WealthShield Partners
North Carolina
$276K +$12.5K +466 +5%
EHC
327
Everett Harris & Co
California
$275K – – –
CFA
328
Cahill Financial Advisors
Minnesota
$270K -$14.6K -546 -5%
PFBT
329
Parkside Financial Bank & Trust
Missouri
$269K +$5.52K +206 +2%
MAS
330
Managed Account Services
Florida
$269K +$24.5K +916 +10%
KFA
331
Kays Financial Advisory
Georgia
$268K -$320K -11,928 -54%
CFS
332
CRA Financial Services
New Jersey
$268K -$36.6K -1,364 -12%
HA
333
Harborview Advisors
Maine
$265K -$19.6K -732 -7%
LFG
334
Larson Financial Group
Missouri
$265K +$20.7K +774 +8%
APA
335
American Portfolios Advisors
New York
$264K +$34.7K +1,296 +15%
SIM
336
Sterling Investment Management
Arizona
$262K – – –
FCIM
337
Fairview Capital Investment Management
California
$262K +$16.3K +610 +7%
GI
338
GS Investments
Minnesota
$262K -$149K -5,564 -35%
CMA
339
Cedar Mountain Advisors
Oregon
$261K +$261K +9,754 New
OCG
340
Opus Capital Group
Ohio
$257K -$2.63K -98 -1%
RWM
341
Ritholtz Wealth Management
New York
$255K -$24.8K -924 -9%
AIC
342
Ameritas Investment Company
Nebraska
$253K +$16.2K +606 +7%
SNBOSD
343
Security National Bank of So Dak
Iowa
$250K +$2.84K +106 +1%
PWA
344
Providence Wealth Advisors
Illinois
$243K -$13.9K -520 -5%
MCM
345
Maple Capital Management
Vermont
$243K +$10.7K +400 +5%
NGA
346
Naples Global Advisors
Florida
$243K +$14.2K +530 +6%
RCC
347
Red Cedar Capital
Nebraska
$242K +$2.2K +82 +0.9%
RM
348
Resource Management
Louisiana
$241K +$241K +9,006 New
NFG
349
Next Financial Group
Texas
$240K +$74.2K +2,768 +45%
LWAC
350
Laurel Wealth Advisors (California)
California
$238K -$392K -14,640 -62%
12 13
14
15 16