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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
NHFG
401
New Harbor Financial Group
Massachusetts
$486K – – –
SFA
402
Sequoia Financial Advisors
Ohio
$484K -$69.7K -3,038 -13%
SAM
403
Sawgrass Asset Management
Florida
$479K – – –
BPWM
404
Badgley Phelps Wealth Managers
Washington
$477K – – –
WIM
405
WealthPlan Investment Management
Nebraska
$476K +$470K +20,485 New
OAP
406
One Advisory Partners
Kansas
$466K +$18.9K +825 +4%
WFS
407
WealthGarden F.S.
California
$456K -$36.6K -1,593 -7%
VAF
408
Values Added Financial
District of Columbia
$454K -$2.35M -102,506 -84%
VCM
409
Versant Capital Management
Arizona
$454K -$665 -29 -0.1%
RGF
410
Retirement Guys Formula
Ohio
$453K -$2.48K -108 -0.6%
WPC
411
Wedmont Private Capital
Pennsylvania
$452K – – –
ZIM
412
Zacks Investment Management
Illinois
$446K -$6.17K -269 -1%
FC
413
Financial Consulate
Maryland
$446K -$52.5K -2,290 -11%
PFA
414
Pure Financial Advisors
California
$443K -$110K -4,798 -20%
HCP
415
Hardin Capital Partners
South Carolina
$443K -$9.09K -396 -2%
PA
416
Parallel Advisors
California
$442K +$408K +17,783 +1,446%
BC
417
Bowman & Company
Wisconsin
$440K -$14.3K -623 -3%
MWG
418
Martin Worley Group
Utah
$437K -$5.69K -248 -1%
SWM
419
Sculati Wealth Management
Michigan
$432K +$427K +18,603 New
KWM
420
Kingsview Wealth Management
Oregon
$427K +$6.56K +286 +2%
W
421
WealthCollab
Washington
$419K – – –
SWA
422
Sax Wealth Advisors
New Jersey
$419K +$54.2K +2,363 +15%
CFG
423
Cooper Financial Group
California
$414K -$1.89M -82,460 -82%
RWM
424
RBA Wealth Management
California
$410K +$11.3K +491 +3%
CA
425
Claro Advisors
Massachusetts
$407K +$140K +6,113 +54%
15 16
17
18 19