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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
376
Fort Henry Capital
West Virginia
$252K +$10.8K +392 +4%
RCC
377
Red Cedar Capital
Nebraska
$251K – – –
FSWA
378
Financial Synergies Wealth Advisors
Texas
$245K +$9.72K +354 +4%
PA
379
PFG Advisors
Arizona
$245K +$25.9K +944 +12%
CIAS
380
Capital Investment Advisory Services
North Carolina
$244K +$11K +400 +5%
RC
381
Rinet Company
Massachusetts
$244K +$43.4K +1,580 +21%
MCM
382
Maple Capital Management
Vermont
$242K +$37.4K +1,364 +18%
AFG
383
Alterity Financial Group
Maine
$239K +$260K +9,458 New
SWM
384
Southern Wealth Management
Texas
$237K +$439 +16 +0.2%
FWM
385
Filbrandt Wealth Management
Wisconsin
$236K +$53.1K +1,936 +28%
CAG
386
Crestwood Advisors Group
Massachusetts
$234K -$16K -584 -6%
LFG
387
Larson Financial Group
Missouri
$233K -$11.1K -406 -4%
FM
388
Foster & Motley
Ohio
$233K +$6.42K +234 +3%
OWM
389
Orgel Wealth Management
Wisconsin
$231K – – –
BIM
390
Baldwin Investment Management
Pennsylvania
$229K -$148K -5,396 -39%
MWM
391
Meridian Wealth Management
Kentucky
$228K +$878 +32 +0.4%
ODCM
392
Old Dominion Capital Management
Virginia
$226K – – –
SNBOSD
393
Security National Bank of So Dak
Iowa
$223K – – –
CMO
394
Covenant Multifamily Offices
Texas
$222K -$10.3K -374 -4%
IRC
395
Investors Research Corp
Georgia
$220K -$49.3K -1,796 -18%
LWAC
396
Laurel Wealth Advisors (California)
California
$215K -$319K -11,606 -59%
TLFA
397
True Link Financial Advisors
California
$215K – – –
BIA
398
Barry Investment Advisors
Massachusetts
$213K +$384 +14 +0.2%
DW
399
Domani Wealth
Pennsylvania
$210K -$72.9K -2,656 -25%
LSAG
400
Lake Street Advisors Group
New Hampshire
$206K +$769 +28 +0.4%
14 15
16
17 18