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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
401
West Financial Advisors
Iowa
$294K -$48.9K -1,882 -14%
AFS
402
Access Financial Services
Minnesota
$289K – – –
AWA
403
Acorn Wealth Advisors
Michigan
$288K -$4.1K -158 -1%
APA
404
American Portfolios Advisors
New York
$286K -$883 -34 -0.3%
CPA
405
Cardiff Park Advisors
California
$279K +$1.04K +40 +0.4%
QCMNJ
406
Quantum Capital Management (New Jersey)
New Jersey
$278K -$8.78K -338 -3%
RIA
407
Regal Investment Advisors
Michigan
$278K +$83.2K +3,202 +41%
FHC
408
Fort Henry Capital
West Virginia
$274K -$38.3K -1,474 -14%
RPA
409
Rock Point Advisors
Vermont
$269K +$1.3K +50 +0.5%
CMA
410
Cedar Mountain Advisors
Oregon
$264K -$26.4K -1,018 -9%
FLA
411
Financial Life Advisors
Texas
$263K -$62.7K -2,416 -19%
EHC
412
Everett Harris & Co
California
$260K – – –
FWM
413
Frontier Wealth Management
Missouri
$259K -$46.7K -1,800 -15%
BDF
414
Black Diamond Financial
Maryland
$259K +$3.48K +134 +1%
GBWM
415
Granite Bay Wealth Management
New Hampshire
$256K -$125K -4,800 -32%
SA
416
SRH Advisors
Kansas
$254K – – –
SFP
417
Strategic Financial Planning
Texas
$253K -$46.9K -1,804 -15%
LCM
418
Liberty Capital Management
Michigan
$253K -$43.6K -1,680 -14%
PFBT
419
Parkside Financial Bank & Trust
Missouri
$253K +$2.44K +94 +1%
B
420
Bensler
Washington
$248K +$255K +9,826 New
CIP
421
Capital Insight Partners
Arizona
$248K -$33K -1,270 -11%
REMPR
422
Roof Eidam Maycock Peralta (REMP)
California
$248K – – –
WAM
423
Worth Asset Management
Texas
$248K +$265K +10,210 New
NGA
424
Naples Global Advisors
Florida
$243K – – –
AIP
425
Almanack Investment Partners
Pennsylvania
$231K +$237K +9,140 New
15 16
17
18 19