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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
426
TCI Wealth Advisors
Arizona
$69K +$1.63K +60 +2%
CFGS
427
Concourse Financial Group Securities
Alabama
$65K – – –
PP
428
PrairieView Partners
Minnesota
$60K – – –
SCA
429
Stonebridge Capital Advisors
Minnesota
$60K +$326 +12 +0.6%
CCM
430
Covington Capital Management
California
$54K – – –
MHR
431
Matthew Hamilton Rosenberg
$51K – – –
SIC
432
Salem Investment Counselors
North Carolina
$47K +$43K +1,584 +1,238%
CIR
433
Clear Investment Research
Georgia
$41K – – –
VC
434
Vestor Capital
Illinois
$41K – – –
PO
435
Private Ocean
California
$41K +$217 +8 +0.5%
MIM
436
Macroview Investment Management
Maryland
$39K +$217 +8 +0.6%
MFT
437
Moisand Fitzgerald Tamayo
Florida
$37K – – –
AWM
438
Activest Wealth Management
Florida
$36K – – –
PIP
439
Peachtree Investment Partners
Florida
$35K – – –
CCA
440
Column Capital Advisors
Indiana
$33K +$3.26K +120 +11%
MAM
441
McCarthy Asset Management
California
$31K +$217 +8 +0.7%
BAM
442
Bellevue Asset Management
Washington
$30K – – –
ICM
443
Islay Capital Management
Texas
$28K – – –
CI
444
Cordant Inc
Oregon
$28K +$54 +2 +0.2%
TCWA
445
Ten Capital Wealth Advisors
Washington
$26K -$51.1K -1,882 -67%
HR
446
Howe & Rusling
New York
$26K +$25.6K +944 New
HFS
447
Hantz Financial Services
Michigan
$25K – – –
PK
448
Pflug Koory
Nebraska
$23K – – –
CHA
449
Carmichael Hill & Associates
Maryland
$22K – – –
CWC
450
Carolinas Wealth Consulting
North Carolina
$22K +$109 +4 +0.5%
16 17
18
19 20