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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
REMPR
351
Roof Eidam Maycock Peralta (REMP)
California
$251K – – –
BA
352
Ballast Advisors
Minnesota
$245K +$29K +1,030 +13%
SWM
353
Southern Wealth Management
Texas
$242K +$620 +22 +0.3%
CMO
354
Covenant Multifamily Offices
Texas
$241K -$11.3K -400 -4%
OWM
355
Orgel Wealth Management
Wisconsin
$241K – – –
PA
356
Pinnacle Associates
New York
$240K – – –
SIS
357
SVB Investment Services
Utah
$239K +$3.5K +124 +1%
WP
358
WealthShield Partners
North Carolina
$238K -$282 -10 -0.1%
FM
359
Foster & Motley
Ohio
$238K +$10.8K +384 +5%
CA
360
Cambridge Advisors
Nebraska
$237K -$519K -18,410 -68%
XF
361
XML Financial
Maryland
$237K -$26.8K -950 -10%
ODCM
362
Old Dominion Capital Management
Virginia
$234K – – –
SNBOSD
363
Security National Bank of So Dak
Iowa
$231K – – –
CWM
364
Confluence Wealth Management
Oregon
$231K +$242K +8,566 New
EFSCE
365
Enterprise Financial Services Corp (EFSC)
Missouri
$230K +$195K +6,912 +542%
MWM
366
Meridian Wealth Management
Kentucky
$226K -$12.8K -454 -5%
LFG
367
Larson Financial Group
Missouri
$224K -$36.2K -1,284 -14%
BIA
368
Barry Investment Advisors
Massachusetts
$220K +$451 +16 +0.2%
KLI
369
Kelman-Lazarov Inc
Tennessee
$219K -$8.01K -284 -4%
ACM
370
Armbruster Capital Management
New York
$213K +$5.98K +212 +3%
RC
371
Rinet Company
Massachusetts
$210K – – –
PA
372
PFG Advisors
Arizona
$210K +$11.3K +402 +6%
MCM
373
Maple Capital Management
Vermont
$208K +$210K +7,446 New
LSAG
374
Lake Street Advisors Group
New Hampshire
$206K +$6.15K +218 +3%
APW
375
Aurora Private Wealth
New Jersey
$205K +$206K +7,300 New
13 14
15
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