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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
376
AHL Investment Management
Florida
$596K +$221K +9,545 +57%
ZIM
377
Zacks Investment Management
Illinois
$594K +$160K +6,923 +36%
SDWMA
378
Schneider Downs Wealth Management Advisors
Pennsylvania
$592K -$11.4K -495 -2%
SFA
379
Sequoia Financial Advisors
Ohio
$588K -$200K -8,637 -25%
LFS
380
Legacy Financial Strategies
Kansas
$574K +$7.65K +331 +1%
LFA
381
Laraway Financial Advisors
Minnesota
$573K -$5.84K -253 -1%
KLI
382
Kelman-Lazarov Inc
Tennessee
$570K -$5.61K -243 -1%
GWM
383
GSB Wealth Management
Connecticut
$569K -$332K -14,363 -36%
PCWA
384
Pacific Capital Wealth Advisors
California
$567K – – –
AL
385
Aspiriant LLC
California
$557K – – –
LCM
386
Liberty Capital Management
Michigan
$557K -$16.4K -710 -3%
TSS
387
Two Sigma Securities
New York
$551K +$561K +24,263 New
IAA
388
Independent Advisor Alliance
North Carolina
$549K +$559K +24,184 New
D
389
Dentgroup
Louisiana
$547K +$786 +34 +0.1%
LWMT
390
Legacy Wealth Management (Tennessee)
Tennessee
$542K +$54.6K +2,364 +11%
HKIMG
391
Hutchens & Kramer Investment Management Group
Indiana
$542K +$56.3K +2,436 +11%
LGG
392
Luts & Greenleigh Group
Maryland
$542K +$139 +6 +0%
PFA
393
Pure Financial Advisors
California
$542K +$51K +2,206 +10%
MCA
394
MSH Capital Advisors
Arizona
$526K +$47.7K +2,064 +10%
WFS
395
WealthGarden F.S.
California
$520K +$180K +7,774 +51%
QC
396
Quadrature Capital
United Kingdom
$519K +$528K +22,869 New
AIP
397
Ameritas Investment Partners
Nebraska
$518K +$29.2K +1,266 +6%
GWM
398
Geneos Wealth Management
Colorado
$507K -$167K -7,209 -24%
OCM
399
One Capital Management
California
$504K – – –
CWM
400
Cahaba Wealth Management
Georgia
$501K +$6.7K +290 +1%
14 15
16
17 18