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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
KLI
376
Kelman-Lazarov Inc
Tennessee
$367K +$4.84K +208 +1%
H
377
HoyleCohen
California
$366K +$1.26K +54 +0.3%
LF
378
Lee Financial
Texas
$356K -$210K -9,024 -37%
ANTB
379
AMG National Trust Bank
Colorado
$356K +$49.8K +2,140 +16%
MWM
380
Meridian Wealth Management
Kentucky
$355K -$24.4K -1,050 -6%
AWM
381
Apollon Wealth Management
South Carolina
$354K +$29K +1,246 +9%
AFA
382
AllGen Financial Advisors
Florida
$349K +$75.4K +3,240 +28%
ASFA
383
All Season Financial Advisors
Colorado
$348K +$8.33K +358 +2%
CFO
384
CVA Family Office
Colorado
$344K +$182K +7,810 +114%
FA
385
Faithward Advisors
Pennsylvania
$342K +$319K +13,706 +1,624%
RWM
386
RBA Wealth Management
California
$340K -$10.7K -460 -3%
FCA
387
FLC Capital Advisors
California
$339K -$216K -9,280 -39%
B
388
Bailard
California
$339K +$336K +14,442 New
AIMC
389
Alley Investment Management Company
Illinois
$322K -$19.4K -832 -6%
TWM
390
Triton Wealth Management
Arizona
$322K +$1.86K +80 +0.6%
LFA
391
LGT Financial Advisors
Texas
$321K +$122K +5,258 +63%
LCM
392
Leisure Capital Management
California
$321K – – –
BCM
393
Barden Capital Management
Texas
$316K -$9.77K -420 -3%
QCG
394
Quadrant Capital Group
Ohio
$314K -$4K -172 -1%
XF
395
XML Financial
Maryland
$307K -$2.42K -104 -0.8%
GWA
396
Geometric Wealth Advisors
District of Columbia
$307K -$51.9K -2,230 -15%
LWMT
397
Legacy Wealth Management (Tennessee)
Tennessee
$306K -$147K -6,322 -33%
SIA
398
SkyView Investment Advisors
New Jersey
$304K -$23.2K -998 -7%
FCAG
399
First Capital Advisors Group
New Jersey
$304K -$23.2K -998 -7%
MMA
400
Miracle Mile Advisors
California
$303K +$14.4K +620 +5%
14 15
16
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