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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AIMC
351
Alley Investment Management Company
Illinois
$333K +$1.86K +78 +0.5%
MCM
352
Maple Capital Management
Vermont
$330K -$79.2K -3,326 -19%
ASFA
353
All Season Financial Advisors
Colorado
$327K +$1.19K +50 +0.3%
LWMT
354
Legacy Wealth Management (Tennessee)
Tennessee
$320K -$3.2M -134,316 -90%
GWA
355
Geometric Wealth Advisors
District of Columbia
$318K +$2.1K +88 +0.6%
RWM
356
RBA Wealth Management
California
$315K +$58.4K +2,454 +21%
WA
357
WESPAC Advisors
California
$314K +$330K +13,860 New
AWM
358
Apollon Wealth Management
South Carolina
$313K -$86.6K -3,636 -21%
SBH
359
Segall Bryant & Hamill
Illinois
$313K +$7K +294 +2%
MWM
360
Meridian Wealth Management
Kentucky
$308K +$70.2K +2,950 +28%
RK
361
Rather & Kittrell
Tennessee
$307K – – –
QCG
362
Quadrant Capital Group
Ohio
$292K +$24.1K +1,012 +9%
VVP
363
Venture Visionary Partners
Ohio
$289K +$143 +6 +0%
VCM
364
Vivaldi Capital Management
Illinois
$288K -$42.2K -1,772 -12%
ACG
365
Allen Capital Group
Nebraska
$288K -$5K -210 -2%
BPWM
366
Badgley Phelps Wealth Managers
Washington
$288K – – –
AWA
367
Acorn Wealth Advisors
Michigan
$286K +$6.52K +274 +2%
PWA
368
Providence Wealth Advisors
Illinois
$285K -$62.9K -2,642 -17%
BWP
369
BSW Wealth Partners
Colorado
$285K +$5.09K +214 +2%
CWM
370
Cabot Wealth Management
Massachusetts
$284K -$63.9K -2,684 -18%
LF
371
Lee Financial
Texas
$278K -$26.9K -1,132 -8%
S
372
SignatureFD
Georgia
$270K -$227K -9,542 -44%
FHC
373
Fort Henry Capital
West Virginia
$267K – – –
CIP
374
Capital Insight Partners
Arizona
$266K – – –
RFG
375
Range Financial Group
Oregon
$264K -$137K -5,736 -33%
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15
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