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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SAF
376
Smith Anglin Financial
Texas
$237K -$85.7K -3,158 -27%
AWM
377
Aevitas Wealth Management
Massachusetts
$235K +$233K +8,590 New
OWM
378
Orgel Wealth Management
Wisconsin
$234K – – –
MWM
379
Meridian Wealth Management
Kentucky
$232K +$1.25K +46 +0.5%
SI
380
Stephens Inc
Arkansas
$232K +$231K +8,514 New
FM
381
Foster & Motley
Ohio
$229K -$6.73K -248 -3%
ODCM
382
Old Dominion Capital Management
Virginia
$228K – – –
NL
383
NWAM LLC
Washington
$225K -$34.3K -1,264 -13%
IRC
384
Investors Research Corp
Georgia
$223K – – –
BJL
385
Brighton Jones LLC
Washington
$220K -$189K -6,968 -46%
LWAC
386
Laurel Wealth Advisors (California)
California
$219K +$2.17K +80 +1%
BIA
387
Barry Investment Advisors
Massachusetts
$216K +$597 +22 +0.3%
OC
388
Oarsman Capital
Wisconsin
$214K -$97.4K -3,590 -31%
LWMT
389
Legacy Wealth Management (Tennessee)
Tennessee
$212K +$211K +7,772 New
PWMG
390
Prestige Wealth Management Group
New Jersey
$210K -$636K -23,450 -75%
LSAG
391
Lake Street Advisors Group
New Hampshire
$210K +$1.9K +70 +0.9%
CMO
392
Covenant Multifamily Offices
Texas
$209K -$16K -588 -7%
SS
393
Simplicity Solutions
Minnesota
$206K -$70.3K -2,590 -26%
RC
394
Rinet Company
Massachusetts
$205K -$42K -1,546 -17%
WCFA
395
Walkner Condon Financial Advisors
Wisconsin
$205K +$205K +7,564 New
DAS
396
Dynamic Advisor Solutions
Arizona
$203K -$67.2K -2,476 -25%
PCMC
397
Private Capital Management (Colorado)
Colorado
$202K +$201K +7,404 New
TC
398
Truvestments Capital
Florida
$197K +$1.08K +40 +0.6%
LFG
399
Larson Financial Group
Missouri
$191K -$44.2K -1,630 -19%
OIA
400
Optimum Investment Advisors
Illinois
$163K +$6.24K +230 +4%
14 15
16
17 18