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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
426
Townsend Asset Management
North Carolina
$106K +$384 +14 +0.4%
TFS
427
TrustCore Financial Services
Tennessee
$99K -$3.78K -138 -4%
CA
428
Clearstead Advisors
Ohio
$80K +$61.1K +2,228 +309%
FHA
429
First Horizon Advisors
Tennessee
$79K – – –
HWA
430
Heritage Wealth Advisors
Virginia
$78.7K – – –
WWMSC
431
Wagner Wealth Management (South Carolina)
South Carolina
$68K -$21.4K -782 -24%
TWA
432
TCI Wealth Advisors
Arizona
$68K – – –
SAM
433
Strategic Asset Management
Minnesota
$68K +$68.7K +2,506 New
CFGS
434
Concourse Financial Group Securities
Alabama
$64K – – –
PWMG
435
Prestige Wealth Management Group
New Jersey
$61K -$149K -5,426 -71%
SCA
436
Stonebridge Capital Advisors
Minnesota
$60K +$329 +12 +0.5%
PP
437
PrairieView Partners
Minnesota
$59K – – –
BIA
438
Bell Investment Advisors
California
$58K +$58.1K +2,120 New
CCM
439
Covington Capital Management
California
$53K – – –
MHR
440
Matthew Hamilton Rosenberg
$51K – – –
SIC
441
Salem Investment Counselors
North Carolina
$47K +$713 +26 +2%
DWP
442
Destiny Wealth Partners
Florida
$42K +$42K +1,532 New
CIR
443
Clear Investment Research
Georgia
$41K – – –
VC
444
Vestor Capital
Illinois
$41K – – –
MAM
445
McCarthy Asset Management
California
$41K +$9.65K +352 +31%
PO
446
Private Ocean
California
$40K +$219 +8 +0.5%
MIM
447
Macroview Investment Management
Maryland
$39K +$219 +8 +0.6%
AWM
448
Activest Wealth Management
Florida
$35K – – –
PIP
449
Peachtree Investment Partners
Florida
$35K – – –
CCA
450
Column Capital Advisors
Indiana
$33K – – –
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18
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