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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
W
376
WealthCollab
Washington
$470K – – –
IPA
377
Investment Planning Advisors
Georgia
$466K +$463K +20,426 New
AFA
378
AA Financial Advisors
Ohio
$462K +$110K +4,870 +32%
ACA
379
American Capital Advisory
Idaho
$458K -$11.4K -504 -3%
BPWM
380
Badgley Phelps Wealth Managers
Washington
$456K +$24.1K +1,062 +6%
WFS
381
Walker Financial Services
Kentucky
$455K -$12.6K -558 -3%
RGF
382
Retirement Guys Formula
Ohio
$452K -$76.8K -3,388 -15%
CAL
383
Capital Advisors Ltd
Ohio
$448K – – –
FC
384
Financial Consulate
Maryland
$448K – – –
LAM
385
Lewis Asset Management
California
$447K -$36.2K -1,596 -8%
SPWG
386
Syntegra Private Wealth Group
Missouri
$443K -$9.29K -410 -2%
PCA
387
Pallas Capital Advisors
Massachusetts
$439K -$6.16K -272 -1%
DBRC
388
D.B. Root & Company
Pennsylvania
$437K -$7.03K -310 -2%
AA
389
Advisory Alpha
Michigan
$437K +$25.7K +1,132 +6%
HCP
390
Hardin Capital Partners
South Carolina
$436K +$434K +19,152 New
ZIM
391
Zacks Investment Management
Illinois
$435K +$5.17K +228 +1%
QCG
392
Quadrant Capital Group
Ohio
$435K +$9.06K +400 +2%
WA
393
Wealth Alliance
New York
$435K +$137K +6,030 +46%
JF
394
Joule Financial
Kentucky
$428K -$6.71K -296 -2%
DIS
395
Diversified Investment Strategies
Louisiana
$425K – – –
RFP
396
RCS Financial Planning
Maryland
$419K +$4.03K +178 +1%
SW
397
Simplicity Wealth
New Jersey
$415K +$10.2K +452 +3%
FA
398
Fermata Advisors
California
$403K -$20.3K -894 -5%
DAS
399
Dynamic Advisor Solutions
Arizona
$393K -$1.81K -80 -0.5%
EWA
400
EverSource Wealth Advisors
Alabama
$385K -$89.6K -3,952 -19%
14 15
16
17 18