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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SPW
401
Sonoma Private Wealth
California
$572K – – –
AOWM
402
Alpha Omega Wealth Management
Virginia
$551K +$949 +41 +0.2%
LGG
403
Luts & Greenleigh Group
Maryland
$542K – – –
SA
404
Sovran Advisors
California
$540K -$2.71K -117 -0.5%
MPIA
405
Milestones Private Investment Advisors
New York
$536K -$6.09K -263 -1%
FWP
406
FAS Wealth Partners
Kansas
$533K -$13.3K -574 -2%
DF
407
Downshift Financial
Colorado
$529K – – –
CFG
408
Cooper Financial Group
California
$514K +$1.92K +83 +0.4%
CAG
409
Carroll Advisory Group
Texas
$514K – – –
PIWA
410
Prevail Innovative Wealth Advisors
Kansas
$509K -$19.9K -861 -4%
KLI
411
Kelman-Lazarov Inc
Tennessee
$506K +$18.1K +782 +4%
RRA
412
Red Reef Advisors
Florida
$505K +$5.18K +224 +1%
SF
413
Seek First
California
$505K -$33K -1,427 -6%
BPWM
414
Badgley Phelps Wealth Managers
Washington
$500K -$51.3K -2,218 -9%
WFS
415
WealthGarden F.S.
California
$493K +$25.8K +1,115 +6%
SAM
416
Sawgrass Asset Management
Florida
$490K -$43.5K -1,880 -8%
MFN
417
Midwest Financial Network
Illinois
$489K +$489K +21,131 New
RWM
418
RBA Wealth Management
California
$488K -$11K -476 -2%
PIA
419
Pinion Investment Advisors
Kansas
$486K -$2.87K -124 -0.6%
WA
420
Wealth Alliance
New York
$485K +$124K +5,359 +34%
RW
421
Ridgeline Wealth
Arizona
$483K – – –
KF
422
Ketron Financial
California
$479K +$479K +20,689 New
RM
423
RCW Management
Florida
$477K – – –
FEM
424
Fulcrum Equity Management
Texas
$473K +$50.9K +2,201 +12%
HCP
425
Hardin Capital Partners
South Carolina
$463K +$1.18K +51 +0.3%
15 16
17
18 19