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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
351
Prime Capital Investment Advisors
Kansas
$867K +$142K +6,149 +20%
RFC
352
Regions Financial Corp
Alabama
$865K +$866K +37,407 New
P
353
&Partners
Tennessee
$865K +$150K +6,498 +21%
FI
354
FIDELIS iM
Oregon
$864K – – –
VWA
355
VERITY Wealth Advisors
United States
$863K +$69.4K +2,998 +9%
CWM
356
Carolina Wealth Management
North Carolina
$862K +$862K +37,260 New
MWM
357
Mission Wealth Management
California
$858K +$268K +11,565 +45%
MWM
358
Maripau Wealth Management
Indiana
$843K +$65.9K +2,847 +8%
RC
359
Roundview Capital
New Jersey
$841K +$8.96K +387 +1%
AWA
360
Aletheian Wealth Advisors
Washington
$837K – – –
JWS
361
Juncture Wealth Strategies
Arizona
$828K +$52.4K +2,266 +7%
RFA
362
Resurgent Financial Advisors
Georgia
$826K +$67.5K +2,915 +9%
RFP
363
RCS Financial Planning
Maryland
$814K +$16.5K +713 +2%
ABC
364
Associated Banc-Corp
Wisconsin
$805K +$805K +34,800 New
JWA
365
JFS Wealth Advisors
Pennsylvania
$797K -$6.2K -268 -0.8%
JIC
366
Johnson Investment Counsel
Ohio
$795K +$316K +13,664 +66%
PA
367
PFG Advisors
Arizona
$793K +$97.9K +4,231 +14%
SWA
368
Sax Wealth Advisors
New Jersey
$757K +$326K +14,102 +76%
LCM
369
Liberty Capital Management
Michigan
$748K +$748K +32,322 New
DWA
370
Davis Wealth Advisors
New Hampshire
$746K -$63.1K -2,727 -8%
AWA
371
Asempa Wealth Advisors
Louisiana
$740K +$165K +7,138 +29%
RWP
372
RWA Wealth Partners
Massachusetts
$727K +$727K +31,416 New
GCA
373
Gradient Capital Advisors
California
$725K +$36.7K +1,584 +5%
WFA
374
WJ Financial Advisors
Connecticut
$724K -$10.2K -440 -1%
CA
375
CWC Advisors
Oregon
$721K +$12.6K +545 +2%
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15
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