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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
426
Cabot Wealth Management
Massachusetts
$227K -$58.5K -2,570 -21%
RFG
427
Range Financial Group
Oregon
$226K -$40.4K -1,776 -15%
RCC
428
Red Cedar Capital
Nebraska
$222K +$2.05K +90 +0.9%
ICG
429
InterOcean Capital Group
Tennessee
$222K – – –
SSWM
430
Sheets Smith Wealth Management
North Carolina
$220K -$6.06K -266 -3%
TA
431
TrueWealth Advisors
Alabama
$219K -$5.83K -256 -3%
S
432
SignatureFD
Georgia
$217K -$55K -2,414 -20%
CI
433
Cordant Inc
Oregon
$205K -$340K -14,928 -62%
BDF
434
Black Diamond Financial
Maryland
$200K +$200K +8,768 New
LFA
435
LGT Financial Advisors
Texas
$192K +$192K +8,412 New
CMA
436
Cedar Mountain Advisors
Oregon
$192K +$1.41K +62 +0.7%
OIA
437
Optimum Investment Advisors
Illinois
$183K +$3.28K +144 +2%
IRC
438
Investors Research Corp
Georgia
$179K – – –
CIAS
439
Capital Investment Advisory Services
North Carolina
$176K -$1.55K -68 -0.9%
RTL
440
Red Tortoise LLC
Georgia
$169K +$168K +7,384 New
VCM
441
Versant Capital Management
Arizona
$162K +$76.7K +3,368 +91%
TFA
442
Toth Financial Advisory
Virginia
$162K -$546 -24 -0.3%
ASN
443
Advisory Services Network
Georgia
$159K +$158K +6,954 New
CFO
444
CVA Family Office
Colorado
$157K +$153K +6,702 +3,942%
AF
445
Allworth Financial
California
$152K +$8.83K +388 +6%
SWM
446
Spire Wealth Management
Virginia
$144K +$2.55K +112 +2%
TWM
447
Tradition Wealth Management
Minnesota
$138K – – –
TWA
448
TCI Wealth Advisors
Arizona
$120K +$62.3K +2,736 +108%
SPIA
449
Steward Partners Investment Advisory
New York
$118K -$17.4K -764 -13%
LB
450
Legacy Bridge
Iowa
$117K – – –
16 17
18
19 20