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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
426
Miracle Mile Advisors
California
$238K -$61.2K -2,632 -20%
AG
427
Ascent Group
Virginia
$232K -$1.04M -44,502 -81%
TWM
428
Tradition Wealth Management
Minnesota
$232K +$791 +34 +0.3%
SPA
429
Sentinel Pension Advisors
Massachusetts
$231K -$25.5K -1,098 -10%
PFC
430
Phocas Financial Corp
California
$231K -$14.7K -632 -6%
BWA
431
BDO Wealth Advisors
Florida
$231K – – –
REMPR
432
Roof Eidam Maycock Peralta (REMP)
California
$226K – – –
AIM
433
AHL Investment Management
Florida
$223K +$225K +9,674 New
CIA
434
Cladis Investment Advisory
Montana
$220K +$222K +9,552 New
EWA
435
Exencial Wealth Advisors
Oklahoma
$215K +$217K +9,332 New
MA
436
Modus Advisors
Minnesota
$215K -$157K -6,728 -42%
BSW
437
Buckingham Strategic Wealth
Missouri
$215K +$217K +9,314 New
TIM
438
Total Investment Management
Arizona
$214K -$6.98K -300 -3%
SA
439
SRH Advisors
Kansas
$214K – – –
S
440
SignatureFD
Georgia
$210K -$2.98K -128 -1%
FHA
441
Flagship Harbor Advisors
Massachusetts
$209K -$56.8K -2,442 -21%
GSEP
442
Golden State Equity Partners
California
$208K +$209K +9,000 New
CI
443
Cordant Inc
Oregon
$207K – – –
GC
444
Gilbert & Cook
Iowa
$206K +$208K +8,936 New
ICG
445
InterOcean Capital Group
Tennessee
$203K – – –
MHB
446
Midwest Heritage Bank
Iowa
$203K -$23.6K -1,014 -10%
TI
447
Trexquant Investment
Connecticut
$201K +$202K +8,696 New
MCA
448
Magnolia Capital Advisors
Mississippi
$200K +$202K +8,680 New
CMA
449
Cedar Mountain Advisors
Oregon
$196K +$1.21K +52 +0.6%
OIA
450
Optimum Investment Advisors
Illinois
$192K +$2.37K +102 +1%
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18
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