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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
401
Carroll Advisory Group
Texas
$516K – – –
CFG
402
Cooper Financial Group
California
$514K +$153K +6,555 +42%
RRA
403
Red Reef Advisors
Florida
$502K +$6.08K +260 +1%
RWM
404
RBA Wealth Management
California
$501K +$3.91K +167 +0.8%
VT
405
Vise Technologies
New York
$495K – – –
HP
406
Haven Private
Florida
$493K +$140 +6 +0%
PIA
407
Pinion Investment Advisors
Kansas
$490K +$494K +21,120 New
KLI
408
Kelman-Lazarov Inc
Tennessee
$490K +$6.04K +258 +1%
MCA
409
Midwest Capital Advisors
Michigan
$487K -$1.39M -59,535 -74%
NHFG
410
New Harbor Financial Group
Massachusetts
$485K – – –
RW
411
Ridgeline Wealth
Arizona
$485K – – –
JIC
412
Johnson Investment Counsel
Ohio
$481K +$485K +20,720 New
RM
413
RCW Management
Florida
$479K – – –
FTUS
414
Flow Traders U.S.
New York
$478K +$482K +20,575 New
BWP
415
Balboa Wealth Partners
Arizona
$474K – – –
WFS
416
WealthGarden F.S.
California
$469K +$7.58K +324 +2%
MGWM
417
Marks Group Wealth Management
Minnesota
$467K +$471K +20,124 New
TFA
418
TrustWell Financial Advisors
Florida
$464K +$3.51K +150 +0.8%
WWM
419
Western Wealth Management
Colorado
$463K +$263K +11,227 +129%
HCP
420
Hardin Capital Partners
South Carolina
$463K +$796 +34 +0.2%
LWM
421
LongView Wealth Management
Georgia
$461K +$462K +19,753 New
FA
422
FDx Advisors
Illinois
$456K +$1.08K +46 +0.2%
TPWA
423
Twin Peaks Wealth Advisors
California
$456K +$185K +7,919 +68%
WPC
424
Wedmont Private Capital
Pennsylvania
$456K – – –
AO
425
Advisor OS
Illinois
$453K -$4.65M -198,780 -91%
15 16
17
18 19