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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
H
351
HoyleCohen
California
$375K +$1.55K +64 +0.4%
PWA
352
Providence Wealth Advisors
Illinois
$371K -$43.6K -1,800 -10%
CIC
353
Carnegie Investment Counsel
Ohio
$369K +$36.5K +1,510 +11%
TWM
354
Triton Wealth Management
Arizona
$367K -$132K -5,444 -27%
RIA
355
Regal Investment Advisors
Michigan
$365K +$103K +4,268 +39%
CWM
356
Cabot Wealth Management
Massachusetts
$364K -$28.9K -1,196 -7%
SCM
357
Stonehearth Capital Management
Massachusetts
$353K +$358K +14,802 New
AIMC
358
Alley Investment Management Company
Illinois
$350K -$9.68K -400 -3%
VCM
359
Vivaldi Capital Management
Illinois
$349K +$145 +6 +0%
ASFA
360
All Season Financial Advisors
Colorado
$344K +$2.95K +122 +0.9%
GWA
361
Geometric Wealth Advisors
District of Columbia
$334K -$6.2K -256 -2%
PFS
362
Prospera Financial Services
Texas
$333K -$143K -5,900 -30%
RDIA
363
RE Dickinson Investment Advisors
Iowa
$330K -$122K -5,024 -27%
RFN
364
RDA Financial Network
Iowa
$328K +$332K +13,702 New
MA
365
McBroom & Associates
Nevada
$326K -$326K -13,470 -50%
SBH
366
Segall Bryant & Hamill
Illinois
$325K – – –
RPG
367
Resource Planning Group
Georgia
$324K -$227K -9,384 -41%
RK
368
Rather & Kittrell
Tennessee
$324K – – –
LF
369
Lee Financial
Texas
$321K -$799K -33,010 -71%
ACG
370
Allen Capital Group
Nebraska
$309K +$11.8K +488 +4%
TCWM
371
Total Clarity Wealth Management
Illinois
$307K +$310K +12,810 New
VVP
372
Venture Visionary Partners
Ohio
$306K +$823 +34 +0.3%
BPWM
373
Badgley Phelps Wealth Managers
Washington
$304K +$307K +12,700 New
MA
374
MONECO Advisors
Connecticut
$298K +$532 +22 +0.2%
BWP
375
BSW Wealth Partners
Colorado
$296K -$37.5K -1,550 -11%
13 14
15
16 17