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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
376
Embree Financial Group
Illinois
$559K -$9.55K -411 -2%
SF
377
Seek First
California
$555K +$9.43K +406 +2%
LAIC
378
Lederer & Associates Investment Counsel
California
$554K -$100K -4,314 -15%
D
379
Dentgroup
Louisiana
$552K -$14.6K -630 -3%
LAM
380
L2 Asset Management
Massachusetts
$552K -$15.2K -656 -3%
LGG
381
Luts & Greenleigh Group
Maryland
$549K – – –
LCM
382
Liberty Capital Management
Michigan
$543K -$44.5K -1,916 -8%
PA
383
PFG Advisors
Arizona
$540K +$534K +22,991 New
PC
384
Payne Capital
Oregon
$528K +$523K +22,492 New
MCA
385
Midwest Capital Advisors
Michigan
$527K -$1.65M -71,102 -76%
WPC
386
Wedmont Private Capital
Pennsylvania
$512K +$51.5K +2,215 +11%
FF
387
Friday Financial
Iowa
$499K +$494K +21,251 New
HP
388
Haven Private
Florida
$498K -$332K -14,304 -40%
IPA
389
Investment Planning Advisors
Georgia
$496K -$28.6K -1,231 -6%
PIA
390
Pinion Investment Advisors
Kansas
$496K +$487K +20,964 New
QC
391
Quadrature Capital
United Kingdom
$493K +$488K +21,025 New
NHFG
392
New Harbor Financial Group
Massachusetts
$491K – – –
BPWM
393
Badgley Phelps Wealth Managers
Washington
$490K +$8.2K +353 +2%
SHJ
394
Sharkey, Howes & Javer
Colorado
$485K +$481K +20,685 New
WFS
395
WealthGarden F.S.
California
$484K +$17.3K +745 +4%
SAM
396
Sawgrass Asset Management
Florida
$484K – – –
KLI
397
Kelman-Lazarov Inc
Tennessee
$483K -$35.4K -1,523 -7%
PA
398
Parallel Advisors
California
$469K +$22.7K +978 +5%
HCP
399
Hardin Capital Partners
South Carolina
$466K +$16.8K +724 +4%
FA
400
FDx Advisors
Illinois
$461K +$51.7K +2,224 +13%
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16
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