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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
326
Permit Capital Advisors
Pennsylvania
$532K +$566K +21,782 New
CSIA
327
Charles Schwab Investment Advisory
California
$529K -$89.3K -3,440 -14%
OCM
328
One Capital Management
California
$529K -$5.71K -220 -1%
EWM
329
Endowment Wealth Management
Wisconsin
$528K -$3.32K -128 -0.6%
BFIC
330
Bedell Frazier Investment Counselling
California
$526K – – –
RW
331
REDW Wealth
New Mexico
$524K -$7.27K -280 -1%
SP
332
Successful Portfolios
Florida
$519K -$134K -5,176 -20%
IAP
333
Indie Asset Partners
Indiana
$513K – – –
AP
334
Appleton Partners
Massachusetts
$508K – – –
SAM
335
Strategic Asset Management
Minnesota
$502K +$451K +17,362 +693%
PFS
336
Prospera Financial Services
Texas
$501K -$83.8K -3,228 -14%
WF
337
Wayfinding Financial
Washington
$500K +$78.9K +3,038 +17%
LHEI
338
Leo H. Evart Inc
California
$500K +$95.5K +3,678 +23%
FC
339
Financial Consulate
Maryland
$497K – – –
AAS
340
Ameritas Advisory Services
Nebraska
$495K +$69K +2,658 +16%
CCM
341
Coldstream Capital Management
Washington
$494K – – –
MI
342
Moneywise Inc
Virginia
$493K -$31.4K -1,210 -6%
MCM
343
Maple Capital Management
Vermont
$486K +$80.3K +3,092 +19%
WF
344
Whelan Financial
California
$484K -$10.8K -414 -2%
KWA
345
KCS Wealth Advisory
California
$483K -$134K -5,176 -21%
SPIA
346
Steward Partners Investment Advisory
New York
$482K – – –
EAM
347
Empirical Asset Management
Massachusetts
$478K +$76.9K +2,962 +19%
RDIA
348
RE Dickinson Investment Advisors
Iowa
$476K -$5.57M -214,648 -92%
SAM
349
Silverhawk Asset Management
Arizona
$474K -$193K -7,444 -28%
WFA
350
Wipfli Financial Advisors
Wisconsin
$465K -$127K -4,892 -21%
12 13
14
15 16