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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MI
401
Moneywise Inc
Virginia
$409K -$29K -1,298 -7%
EFN
402
Equita Financial Network
Pennsylvania
$409K -$179 -8 -0%
PWMG
403
Prestige Wealth Management Group
New Jersey
$403K +$190K +8,488 +96%
DAS
404
Dynamic Advisor Solutions
Arizona
$403K +$391K +17,462 New
T
405
TCWP
Ohio
$395K -$31.1K -1,388 -8%
CMP
406
Courage Miller Partners
Virginia
$393K – – –
WAM
407
WNY Asset Management
New York
$391K -$1.07K -48 -0.3%
IFA
408
Index Fund Advisors
California
$390K +$4.56K +204 +1%
VDI
409
Vaughan David Investments
Illinois
$387K -$166K -7,412 -31%
MWM
410
Meridian Wealth Management
Kentucky
$385K +$15.1K +676 +4%
EWA
411
EP Wealth Advisors
California
$384K +$368K +16,464 New
EWA
412
EverSource Wealth Advisors
Alabama
$381K +$348K +15,552 +1,979%
CPRC
413
Consolidated Portfolio Review Corp
New York
$379K -$9.89K -442 -3%
RC
414
Roundview Capital
New Jersey
$374K -$883K -39,454 -71%
EK
415
Evensky & Katz
Florida
$371K -$12.8K -572 -3%
SFA
416
Souders Financial Advisors
Ohio
$366K -$15.8M -705,774 -98%
QCG
417
Quadrant Capital Group
Ohio
$361K +$44.3K +1,982 +15%
GI
418
GS Investments
Minnesota
$360K -$45.2K -2,020 -12%
SFA
419
Semmax Financial Advisors
North Carolina
$357K +$303K +13,526 +616%
AA
420
Apriem Advisors
California
$355K -$142K -6,352 -29%
OWM
421
Opes Wealth Management
California
$348K -$110K -4,908 -25%
FCIM
422
Fairview Capital Investment Management
California
$346K +$332K +14,850 New
WWM
423
Western Wealth Management
Colorado
$344K +$22.3K +998 +7%
SL
424
SWMG LLC
Texas
$341K +$31.1K +1,392 +11%
RWM
425
RBA Wealth Management
California
$337K +$2.33K +104 +0.7%
15 16
17
18 19