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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
401
Everett Harris & Co
California
$247K – – –
ICG
402
InterOcean Capital Group
Tennessee
$247K +$249K +10,302 New
BC
403
Bowman & Company
Wisconsin
$245K +$248K +10,242 New
WAM
404
Worth Asset Management
Texas
$244K – – –
CIAS
405
Capital Investment Advisory Services
North Carolina
$242K +$36.1K +1,492 +17%
TIM
406
Total Investment Management
Arizona
$240K -$104K -4,290 -30%
SA
407
SRH Advisors
Kansas
$240K – – –
B
408
Bensler
Washington
$236K +$1.26K +52 +0.5%
SFG
409
Sage Financial Group
Pennsylvania
$236K +$239K +9,872 New
TA
410
TrueWealth Advisors
Alabama
$235K -$305K -12,602 -56%
REMPR
411
Roof Eidam Maycock Peralta (REMP)
California
$234K – – –
RCC
412
Red Cedar Capital
Nebraska
$229K +$1.35K +56 +0.6%
PFBT
413
Parkside Financial Bank & Trust
Missouri
$227K -$12.6K -522 -5%
FM
414
Foster & Motley
Ohio
$226K +$30.4K +1,258 +15%
RJA
415
Raymond James & Associates
Florida
$226K +$229K +9,450 New
CMA
416
Cedar Mountain Advisors
Oregon
$223K -$27.7K -1,146 -11%
CCA
417
Clearwater Capital Advisors
Illinois
$220K +$7.46K +308 +3%
AIP
418
Almanack Investment Partners
Pennsylvania
$219K +$290 +12 +0.1%
AFG
419
Alterity Financial Group
Maine
$217K +$219K +9,052 New
AC
420
Apella Capital
Connecticut
$217K +$220K +9,084 New
SSWM
421
Sheets Smith Wealth Management
North Carolina
$215K – – –
FCIM
422
Fairview Capital Investment Management
California
$214K – – –
BDF
423
Black Diamond Financial
Maryland
$213K -$32.9K -1,360 -13%
TSS
424
Two Sigma Securities
New York
$212K +$214K +8,846 New
LWAC
425
Laurel Wealth Advisors (California)
California
$209K -$4.55K -188 -2%
15 16
17
18 19