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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
401
JP Morgan Chase
New York
$203K -$69.3K -2,524 -25%
JWS
402
Juncture Wealth Strategies
Arizona
$203K -$6.86K -250 -3%
TC
403
Truvestments Capital
Florida
$194K -$2.42K -88 -1%
FRA
404
Front Row Advisors
California
$171K +$13.9K +508 +9%
OIA
405
Optimum Investment Advisors
Illinois
$154K +$11.3K +410 +8%
BCM
406
Blume Capital Management
California
$152K
HFA
407
Hoover Financial Advisors
Pennsylvania
$144K -$150K -5,466 -51%
BC
408
Burleson & Co
California
$142K +$144K +5,246 New
VNA
409
Valley National Advisers
Pennsylvania
$140K -$329 -12 -0.2%
LB
410
Legacy Bridge
Iowa
$138K
GWM
411
Geneos Wealth Management
Colorado
$137K -$307K -11,180 -69%
VCM
412
Versant Capital Management
Arizona
$137K +$55.2K +2,010 +66%
SBSB
413
Sullivan, Bruyette, Speros & Blaney
Virginia
$125K +$127K +4,640 New
BAM
414
Belpointe Asset Management
Nevada
$121K -$842K -30,678 -87%
CAAS
415
Capital Asset Advisory Services
Michigan
$118K +$104K +3,800 +660%
BW
416
Bison Wealth
Georgia
$113K
GIP
417
Granite Investment Partners
California
$111K
Carson Wealth (CWM LLC)
418
Carson Wealth (CWM LLC)
Nebraska
$107K
RPCA
419
Running Point Capital Advisors
California
$107K +$70.1K +2,552 +178%
HI
420
Human Investing
Oregon
$105K +$7.58K +276 +8%
TAM
421
Townsend Asset Management
North Carolina
$104K +$275 +10 +0.3%
HS
422
Horan Securities
United States
$103K -$7.08K -258 -6%
TFS
423
TrustCore Financial Services
Tennessee
$102K -$1.81K -66 -2%
US Bancorp
424
US Bancorp
Minnesota
$98K -$1.7K -62 -2%
WWMSC
425
Wagner Wealth Management (South Carolina)
South Carolina
$89K -$44.4K -1,616 -33%