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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
426
Kestra Private Wealth Services
Texas
$458K -$73.5K -3,175 -14%
BFG
427
Beacon Financial Group
Texas
$454K +$7.71K +333 +2%
FA
428
FDx Advisors
Illinois
$452K -$2.01K -87 -0.4%
BAS
429
Breakthru Advisory Services
Wisconsin
$450K – – –
WPC
430
Wedmont Private Capital
Pennsylvania
$450K – – –
OAP
431
One Advisory Partners
Kansas
$449K +$3.56K +154 +0.8%
TPCW
432
TD Private Client Wealth
New York
$447K -$636K -27,497 -59%
CFS
433
Cannon Financial Strategists
Georgia
$444K +$1.69K +73 +0.4%
FC
434
Financial Consulate
Maryland
$433K – – –
SL
435
Sentinus LLC
Illinois
$430K -$2.57K -111 -0.6%
VWM
436
Vermillion Wealth Management
Minnesota
$423K -$838K -36,196 -66%
FA
437
Fermata Advisors
California
$422K -$25K -1,079 -6%
CW
438
Code Waechter
Florida
$422K +$422K +18,235 New
NA
439
Note Advisors
New York
$416K +$9.28K +401 +2%
IPA
440
Investment Planning Advisors
Georgia
$413K -$5K -216 -1%
PA
441
PSI Advisors
Florida
$413K +$65.9K +2,848 +19%
OCM
442
One Capital Management
California
$412K – – –
LAIC
443
Lederer & Associates Investment Counsel
California
$405K -$8.79K -380 -2%
BIA
444
Bigelow Investment Advisors
Maine
$404K -$7.87K -340 -2%
HOWA
445
Heritage Oak Wealth Advisors
Florida
$399K – – –
WP
446
WealthShield Partners
North Carolina
$399K -$6.65M -287,487 -94%
BRWA
447
B. Riley Wealth Advisors
Florida
$398K +$60.5K +2,616 +18%
LSA
448
Lansing Street Advisors
Pennsylvania
$395K +$18.3K +791 +5%
KWM
449
Kingsview Wealth Management
Oregon
$383K +$24.3K +1,048 +7%
LEFP
450
Leading Edge Financial Planning
Tennessee
$381K -$276K -11,923 -42%
16 17
18
19 20