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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
426
Prime Capital Investment Advisors
Kansas
$81K +$1.87K +68 +2%
HWA
427
Heritage Wealth Advisors
Virginia
$78.3K -$32.8K -1,194 -29%
AWG
428
Altus Wealth Group
Colorado
$78K – – –
FHA
429
First Horizon Advisors
Tennessee
$78K – – –
TCWA
430
Ten Capital Wealth Advisors
Washington
$76K +$13.6K +494 +21%
CAL
431
Capital Analysts LLC
Pennsylvania
$75K -$31.8K -1,158 -29%
CCP
432
Clarkston Capital Partners
Michigan
$72K +$73.7K +2,686 New
TWA
433
TCI Wealth Advisors
Arizona
$66K – – –
CFGS
434
Concourse Financial Group Securities
Alabama
$64K – – –
PP
435
PrairieView Partners
Minnesota
$59K -$1.48K -54 -2%
SCA
436
Stonebridge Capital Advisors
Minnesota
$59K +$59.6K +2,172 New
CCM
437
Covington Capital Management
California
$53K – – –
MHR
438
Matthew Hamilton Rosenberg
$50K – – –
FMP
439
Financial Management Professionals
Texas
$44K -$24.5M -893,654 -100%
DWP
440
Destiny Wealth Partners
Florida
$41K -$37.8K -1,376 -47%
VC
441
Vestor Capital
Illinois
$41K – – –
CIR
442
Clear Investment Research
Georgia
$40K – – –
PO
443
Private Ocean
California
$40K +$165 +6 +0.4%
MIM
444
Macroview Investment Management
Maryland
$38K +$165 +6 +0.4%
MFT
445
Moisand Fitzgerald Tamayo
Florida
$36K – – –
PIP
446
Peachtree Investment Partners
Florida
$35K – – –
AWM
447
Activest Wealth Management
Florida
$35K +$35.7K +1,302 New
MAM
448
McCarthy Asset Management
California
$31K -$1.87K -68 -6%
BAM
449
Bellevue Asset Management
Washington
$30K – – –
CWM
450
Cedar Wealth Management
California
$30K +$18.8K +684 +153%
16 17
18
19 20