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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
326
Harborview Advisors
Maine
$283K +$13.2K +488 +5%
XF
327
XML Financial
Maryland
$282K +$281K +10,394 New
TC
328
Truvestments Capital
Florida
$281K +$280K +10,360 New
RPA
329
Rock Point Advisors
Vermont
$280K -$1.89K -70 -0.7%
EHC
330
Everett Harris & Co
California
$279K – – –
BAM
331
Belpointe Asset Management
Nevada
$272K -$894K -33,092 -77%
FHA
332
Flagship Harbor Advisors
Massachusetts
$271K +$270K +9,980 New
SIM
333
Sterling Investment Management
Arizona
$266K – – –
CFS
334
CRA Financial Services
New Jersey
$264K -$8.1K -300 -3%
NGA
335
Naples Global Advisors
Florida
$263K +$16.2K +600 +7%
PFBT
336
Parkside Financial Bank & Trust
Missouri
$261K -$12K -446 -4%
FCIM
337
Fairview Capital Investment Management
California
$260K -$5.67K -210 -2%
CFA
338
Cahill Financial Advisors
Minnesota
$259K -$14.7K -544 -5%
HS
339
Horan Securities
United States
$258K -$105K -3,874 -29%
RWM
340
Ritholtz Wealth Management
New York
$257K -$2.16K -80 -0.8%
AIC
341
Ameritas Investment Company
Nebraska
$257K +$270 +10 +0.1%
WP
342
WealthShield Partners
North Carolina
$256K -$24.6K -910 -9%
RWM
343
RBA Wealth Management
California
$248K -$662K -24,504 -73%
RCC
344
Red Cedar Capital
Nebraska
$247K +$1.08K +40 +0.4%
CAN
345
Cetera Advisor Networks
California
$247K +$246K +9,110 New
MCM
346
Maple Capital Management
Vermont
$246K – – –
RM
347
Resource Management
Louisiana
$244K – – –
REMPR
348
Roof Eidam Maycock Peralta (REMP)
California
$243K +$25.1K +930 +12%
NFG
349
Next Financial Group
Texas
$242K -$1.24K -46 -0.5%
PA
350
Pinnacle Associates
New York
$240K -$1.35K -50 -0.6%
12 13
14
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