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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
351
CWA Asset Management Group
Florida
$384K +$386K +14,262 New
ASFA
352
All Season Financial Advisors
Colorado
$380K -$54 -2 -0%
BWP
353
BSW Wealth Partners
Colorado
$377K +$2.33K +86 +0.6%
VVP
354
Venture Visionary Partners
Ohio
$374K -$98.8K -3,656 -21%
AFP
355
Ausdal Financial Partners
Iowa
$371K +$2.6K +96 +0.7%
FA
356
Faithward Advisors
Pennsylvania
$366K -$162K -5,994 -31%
WFA
357
West Financial Advisors
Iowa
$364K -$1.14K -42 -0.3%
UB
358
UMB Bank
Missouri
$363K +$364K +13,478 New
ZIM
359
Zacks Investment Management
Illinois
$362K -$2.76K -102 -0.8%
MAG
360
Members Advisory Group
New York
$357K +$355K +13,150 New
PAM
361
Peak Asset Management
Colorado
$352K -$144K -5,340 -29%
WSTAM
362
Wilbanks Smith & Thomas Asset Management
Virginia
$350K +$23.4K +866 +7%
FLA
363
Financial Life Advisors
Texas
$345K – – –
FWM
364
Frontier Wealth Management
Missouri
$332K -$51.6K -1,910 -13%
FHA
365
Flagship Harbor Advisors
Massachusetts
$331K – – –
ACG
366
Allen Capital Group
Nebraska
$330K -$12.2K -450 -4%
QCG
367
Quadrant Capital Group
Ohio
$329K +$8.38K +310 +3%
TWM
368
Tradition Wealth Management
Minnesota
$328K -$919 -34 -0.3%
PAS
369
Park Avenue Securities
New York
$327K +$6.33K +234 +2%
RMDI
370
R.M. Davis Inc
Maine
$323K – – –
RWM
371
RBA Wealth Management
California
$323K +$324K +11,972 New
IWC
372
Integrated Wealth Concepts
Massachusetts
$322K +$7.41K +274 +2%
SFP
373
Strategic Financial Planning
Texas
$318K +$3.95K +146 +1%
LCM
374
Liberty Capital Management
Michigan
$315K -$423K -15,632 -57%
TFA
375
Toth Financial Advisory
Virginia
$315K -$85.2K -3,150 -21%
13 14
15
16 17