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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
401
Sawgrass Asset Management
Florida
$477K – – –
BPWM
402
Badgley Phelps Wealth Managers
Washington
$475K +$27K +1,177 +6%
FWP
403
FAS Wealth Partners
Kansas
$460K +$34.8K +1,521 +8%
CAL
404
Capital Advisors Ltd
Ohio
$455K – – –
RGF
405
Retirement Guys Formula
Ohio
$454K -$5.73K -250 -1%
BC
406
Bowman & Company
Wisconsin
$453K -$566K -24,712 -56%
VCM
407
Versant Capital Management
Arizona
$453K -$30.4K -1,325 -6%
HCP
408
Hardin Capital Partners
South Carolina
$452K +$5.79K +253 +1%
ZIM
409
Zacks Investment Management
Illinois
$451K -$153K -6,694 -26%
OAP
410
One Advisory Partners
Kansas
$449K +$135K +5,875 +43%
WA
411
Wealth Alliance
New York
$448K +$80.9K +3,530 +22%
FEM
412
Fulcrum Equity Management
Texas
$446K -$7.28K -318 -2%
WPC
413
Wedmont Private Capital
Pennsylvania
$446K – – –
MWG
414
Martin Worley Group
Utah
$441K +$22.4K +979 +5%
CF
415
Centaurus Financial
California
$434K +$51.1K +2,232 +14%
SFP
416
Sherwood Financial Partners
California
$434K -$48.2K -2,104 -10%
FMWA
417
Forvis Mazars Wealth Advisors
Missouri
$430K -$336K -14,677 -44%
FA
418
Fermata Advisors
California
$427K – – –
OSAM
419
O'Shaughnessy Asset Management
Connecticut
$426K +$421K +18,372 +1,837,200%
QWP
420
Quotient Wealth Partners
Texas
$425K +$421K +18,371 New
FA
421
FDx Advisors
Illinois
$425K -$3K -131 -0.7%
HSA
422
HBK Sorce Advisory
Pennsylvania
$423K -$2.34K -102 -0.6%
KWM
423
Kingsview Wealth Management
Oregon
$419K -$259K -11,290 -38%
W
424
WealthCollab
Washington
$418K -$33.3K -1,453 -7%
RRCM
425
Rappaport Reiches Capital Management
Illinois
$409K -$1.4K -61 -0.3%
15 16
17
18 19