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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
401
Geometric Wealth Advisors
District of Columbia
$285K -$7.34K -324 -2%
FMWA
402
Forvis Mazars Wealth Advisors
Missouri
$281K +$288K +12,712 New
WF
403
Whelan Financial
California
$281K -$47.7K -2,104 -14%
FHC
404
Fort Henry Capital
West Virginia
$271K – – –
CPG
405
Cornerstone Planning Group
New Jersey
$268K – – –
AWA
406
Acorn Wealth Advisors
Michigan
$265K -$181 -8 -0.1%
TWM
407
Tradition Wealth Management
Minnesota
$256K +$34.5K +1,522 +15%
TWA
408
TCI Wealth Advisors
Arizona
$256K +$262K +11,566 New
RPSA
409
Richard P. Slaughter Associates
Texas
$256K +$262K +11,566 New
VCM
410
Vivaldi Capital Management
Illinois
$255K +$2.67K +118 +1%
CPA
411
Cardiff Park Advisors
California
$254K +$2.22K +98 +0.9%
AFS
412
Access Financial Services
Minnesota
$253K – – –
AWM
413
Aspire Wealth Management
Massachusetts
$250K -$339K -14,946 -57%
AAS
414
Annex Advisory Services
Wisconsin
$244K +$250K +11,052 New
CCA
415
Clearwater Capital Advisors
Illinois
$242K +$248K +10,964 New
BCM
416
Barden Capital Management
Texas
$241K -$43.1K -1,904 -15%
RPA
417
Rock Point Advisors
Vermont
$241K – – –
CCM
418
Coldstream Capital Management
Washington
$239K +$245K +10,796 New
ALWM
419
Andrews Lucia Wealth Management
California
$238K – – –
SWM
420
Spire Wealth Management
Virginia
$237K +$91 +4 +0%
WS
421
Wedbush Securities
California
$236K +$4.4K +194 +2%
AG
422
Ascent Group
Virginia
$234K +$9.88K +436 +4%
PSCM
423
Per Stirling Capital Management
Texas
$230K +$363 +16 +0.2%
MMA
424
Miracle Mile Advisors
California
$228K +$408 +18 +0.2%
CFS
425
Cannon Financial Strategists
Georgia
$224K +$230K +10,134 New
15 16
17
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