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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
376
Syntegra Private Wealth Group
Missouri
$457K +$1.2K +52 +0.3%
FC
377
Financial Consulate
Maryland
$452K – – –
CAL
378
Capital Advisors Ltd
Ohio
$452K – – –
SPW
379
Sonoma Private Wealth
California
$450K +$194K +8,428 +76%
WPC
380
Wedmont Private Capital
Pennsylvania
$450K +$4K +174 +0.9%
DBRC
381
D.B. Root & Company
Pennsylvania
$449K -$49.3K -2,146 -10%
PCA
382
Pallas Capital Advisors
Massachusetts
$444K -$30.8K -1,340 -6%
SCM
383
Steele Capital Management
Iowa
$441K -$151K -6,580 -26%
VCM
384
Versant Capital Management
Arizona
$441K -$1.38K -60 -0.3%
JF
385
Joule Financial
Kentucky
$438K -$12.9K -560 -3%
LA
386
Latitude Advisors
Florida
$436K +$155K +6,754 +55%
HWM
387
HB Wealth Management
Georgia
$435K -$349K -15,194 -45%
BPWM
388
Badgley Phelps Wealth Managers
Washington
$435K – – –
ZIM
389
Zacks Investment Management
Illinois
$434K +$3.77K +164 +0.9%
KLI
390
Kelman-Lazarov Inc
Tennessee
$433K -$8.14K -354 -2%
QCG
391
Quadrant Capital Group
Ohio
$430K +$74.1K +3,222 +21%
DIS
392
Diversified Investment Strategies
Louisiana
$428K -$3.08K -134 -0.7%
FA
393
Fermata Advisors
California
$428K +$110K +4,768 +34%
AC
394
Abbrea Capital
California
$427K -$46K -2,000 -10%
RF
395
RHS Financial
California
$427K +$184 +8 +0%
RFP
396
RCS Financial Planning
Maryland
$419K -$75.6K -3,290 -15%
AA
397
Advisory Alpha
Michigan
$415K +$9.15K +398 +2%
SW
398
Simplicity Wealth
New Jersey
$409K +$93.8K +4,080 +30%
GP
399
Girard Partners
Pennsylvania
$407K -$1.69M -73,320 -81%
EFN
400
Equita Financial Network
Pennsylvania
$404K +$138 +6 +0%
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16
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