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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
351
RKL Wealth Management
Pennsylvania
$698K -$1.45M -63,015 -68%
GC
352
Garde Capital
Washington
$697K -$25.5K -1,112 -4%
SPW
353
Sonoma Private Wealth
California
$696K – – –
CIP
354
Capital Insight Partners
Arizona
$694K -$189K -8,222 -22%
LWMT
355
Legacy Wealth Management (Tennessee)
Tennessee
$694K -$218K -9,501 -24%
PAW
356
Plan A Wealth
Nebraska
$681K +$197K +8,577 +41%
VWM
357
Vermillion Wealth Management
Minnesota
$679K -$90.2K -3,931 -12%
MWP
358
Meridian Wealth Partners
Pennsylvania
$677K -$13.9K -605 -2%
LEFP
359
Leading Edge Financial Planning
Tennessee
$674K -$46.6K -2,033 -7%
SFS
360
Sowell Financial Services
Arkansas
$666K -$119K -5,199 -15%
IP
361
Ignite Planners
California
$654K +$653K +28,472 New
LAIC
362
Lederer & Associates Investment Counsel
California
$649K +$918 +40 +0.1%
AOWM
363
Alpha Omega Wealth Management
Virginia
$639K -$27.9K -1,215 -4%
RW
364
Ridgeline Wealth
Arizona
$638K -$67.9K -2,958 -10%
AA
365
Advisory Alpha
Michigan
$637K +$39.2K +1,710 +7%
CPCM
366
Cardinal Point Capital Management
Ontario, Canada
$636K +$14.4M +626,091 +6,518%
WFC
367
Western Financial Corp
California
$634K -$150K -6,552 -19%
BIA
368
Bigelow Investment Advisors
Maine
$621K -$90.4K -3,940 -13%
IWM
369
IHT Wealth Management
Illinois
$619K +$54.3K +2,367 +10%
EFG
370
Ethos Financial Group
Pennsylvania
$597K -$164K -7,155 -22%
SDWMA
371
Schneider Downs Wealth Management Advisors
Pennsylvania
$591K -$14.9K -648 -2%
FWP
372
FAS Wealth Partners
Kansas
$584K +$121K +5,290 +27%
LCM
373
Liberty Capital Management
Michigan
$583K -$14.6K -636 -2%
LFA
374
Laraway Financial Advisors
Minnesota
$571K +$23 +1 +0%
EFG
375
Embree Financial Group
Illinois
$563K -$27.2K -1,187 -5%
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