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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
376
B. Riley Wealth Advisors
Florida
$610K -$19.9K -863 -3%
AIM
377
AHL Investment Management
Florida
$596K +$221K +9,545 +57%
ZIM
378
Zacks Investment Management
Illinois
$594K +$160K +6,923 +36%
SDWMA
379
Schneider Downs Wealth Management Advisors
Pennsylvania
$592K -$11.4K -495 -2%
SFA
380
Sequoia Financial Advisors
Ohio
$588K -$200K -8,637 -25%
LFS
381
Legacy Financial Strategies
Kansas
$574K +$7.65K +331 +1%
LFA
382
Laraway Financial Advisors
Minnesota
$573K -$5.84K -253 -1%
KLI
383
Kelman-Lazarov Inc
Tennessee
$570K -$5.61K -243 -1%
GWM
384
GSB Wealth Management
Connecticut
$569K -$332K -14,363 -36%
PCWA
385
Pacific Capital Wealth Advisors
California
$567K – – –
AL
386
Aspiriant LLC
California
$557K – – –
LCM
387
Liberty Capital Management
Michigan
$557K -$16.4K -710 -3%
TSS
388
Two Sigma Securities
New York
$551K +$561K +24,263 New
IAA
389
Independent Advisor Alliance
North Carolina
$549K +$559K +24,184 New
D
390
Dentgroup
Louisiana
$547K +$786 +34 +0.1%
LWMT
391
Legacy Wealth Management (Tennessee)
Tennessee
$542K +$54.6K +2,364 +11%
HKIMG
392
Hutchens & Kramer Investment Management Group
Indiana
$542K +$56.3K +2,436 +11%
LGG
393
Luts & Greenleigh Group
Maryland
$542K +$139 +6 +0%
PFA
394
Pure Financial Advisors
California
$542K +$51K +2,206 +10%
MCA
395
MSH Capital Advisors
Arizona
$526K +$47.7K +2,064 +10%
WFS
396
WealthGarden F.S.
California
$520K +$180K +7,774 +51%
QC
397
Quadrature Capital
United Kingdom
$519K +$528K +22,869 New
AIP
398
Ameritas Investment Partners
Nebraska
$518K +$29.2K +1,266 +6%
GWM
399
Geneos Wealth Management
Colorado
$507K -$167K -7,209 -24%
OCM
400
One Capital Management
California
$504K – – –
14 15
16
17 18