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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
351
Intrua Financial
Texas
$585K +$561K +25,084 New
AL
352
Aspiriant LLC
California
$578K -$34.5K -1,544 -6%
OCM
353
One Capital Management
California
$578K -$47K -2,100 -8%
AIP
354
Ameritas Investment Partners
Nebraska
$573K -$52.6K -2,350 -9%
RGF
355
Retirement Guys Formula
Ohio
$544K +$38.3K +1,714 +8%
BRWA
356
B. Riley Wealth Advisors
Florida
$541K -$20.1K -900 -4%
SAM
357
Sawgrass Asset Management
Florida
$539K – – –
KPWS
358
Kestra Private Wealth Services
Texas
$536K +$56.6K +2,528 +12%
MCM
359
Maple Capital Management
Vermont
$525K +$63.9K +2,856 +15%
BSW
360
Buckingham Strategic Wealth
Missouri
$520K +$6.22K +278 +1%
HWMA
361
Heritage Wealth Management (Arizona)
Arizona
$518K +$497K +22,228 New
LAM
362
Lewis Asset Management
California
$516K +$495K +22,146 New
MHB
363
Midwest Heritage Bank
Iowa
$513K -$2.6K -116 -0.5%
ACMA
364
Arbor Capital Management (Alaska)
Alaska
$511K -$7.52K -336 -2%
DBRC
365
D.B. Root & Company
Pennsylvania
$505K -$85.4K -3,816 -15%
PFA
366
Pure Financial Advisors
California
$503K -$122K -5,442 -20%
RFP
367
RCS Financial Planning
Maryland
$502K +$481K +21,518 New
CWM
368
Cahaba Wealth Management
Georgia
$495K +$5.77K +258 +1%
BWM
369
BCS Wealth Management
Tennessee
$494K +$6.76K +302 +1%
WCM
370
Weaver Capital Management
Georgia
$491K +$472K +21,078 New
HSA
371
HBK Sorce Advisory
Pennsylvania
$491K +$313 +14 +0.1%
NHFG
372
New Harbor Financial Group
Massachusetts
$487K – – –
PAG
373
Powers Advisory Group
Illinois
$485K -$13.5K -602 -3%
W
374
WealthCollab
Washington
$481K +$462K +20,642 New
PCA
375
Pallas Capital Advisors
Massachusetts
$481K -$1.86M -82,950 -80%
13 14
15
16 17