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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
376
Worth Asset Management
Texas
$344K -$176K -7,722 -34%
MCM
377
Maple Capital Management
Vermont
$342K +$8.83K +388 +3%
RWM
378
RBA Wealth Management
California
$341K +$23.3K +1,022 +7%
AIMC
379
Alley Investment Management Company
Illinois
$333K -$2.87K -126 -0.9%
ASFA
380
All Season Financial Advisors
Colorado
$330K +$911 +40 +0.3%
TWM
381
Triton Wealth Management
Arizona
$329K -$15.3K -672 -5%
WA
382
WESPAC Advisors
California
$324K +$7.47K +328 +2%
FCAG
383
First Capital Advisors Group
New Jersey
$318K -$60K -2,634 -16%
SIA
384
SkyView Investment Advisors
New Jersey
$318K -$60K -2,634 -16%
MSFS
385
Main Street Financial Solutions
Pennsylvania
$317K -$63.1K -2,770 -17%
TCWM
386
Total Clarity Wealth Management
Illinois
$317K -$76.8K -3,374 -20%
BCM
387
Barden Capital Management
Texas
$317K -$2.37M -104,142 -88%
AWM
388
Apollon Wealth Management
South Carolina
$316K +$501 +22 +0.2%
LCM
389
Leisure Capital Management
California
$312K -$119K -5,230 -28%
QCG
390
Quadrant Capital Group
Ohio
$309K +$15.1K +664 +5%
SP
391
Successful Portfolios
Florida
$304K -$89.2K -3,918 -23%
XF
392
XML Financial
Maryland
$301K +$300K +13,184 New
ANTB
393
AMG National Trust Bank
Colorado
$297K +$296K +13,020 New
PWA
394
Providence Wealth Advisors
Illinois
$293K -$2.5K -110 -0.9%
VVP
395
Venture Visionary Partners
Ohio
$292K +$273 +12 +0.1%
BWP
396
BSW Wealth Partners
Colorado
$289K +$2.28K +100 +0.8%
AWA
397
Acorn Wealth Advisors
Michigan
$288K -$592 -26 -0.2%
RSWM
398
Robertson Stephens Wealth Management
California
$286K +$285K +12,522 New
SFG
399
StrategIQ Financial Group
Indiana
$284K +$26.9K +1,180 +10%
CGFA
400
Colton Groome Financial Advisors
North Carolina
$281K +$281K +12,326 New
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