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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
426
Claro Advisors
Massachusetts
$407K +$140K +6,113 +54%
FA
427
FDx Advisors
Illinois
$403K -$23K -1,001 -5%
WFS
428
Walker Financial Services
Kentucky
$399K +$2.29K +100 +0.6%
JF
429
Joule Financial
Kentucky
$394K -$16K -699 -4%
AL
430
Aspiriant LLC
California
$391K -$12.1K -528 -3%
AWM
431
Apollon Wealth Management
South Carolina
$387K -$314K -13,705 -45%
OPWM
432
Oregon Pacific Wealth Management
Oregon
$386K +$32.4K +1,410 +9%
CF
433
Centaurus Financial
California
$383K -$52.2K -2,277 -12%
HOWA
434
Heritage Oak Wealth Advisors
Florida
$383K -$9.22K -402 -2%
CMP
435
Courage Miller Partners
Virginia
$383K – – –
LSA
436
Lansing Street Advisors
Pennsylvania
$380K +$10.3K +447 +3%
FEM
437
Fulcrum Equity Management
Texas
$380K -$67.1K -2,925 -15%
FA
438
Fermata Advisors
California
$378K -$49.8K -2,170 -12%
WIA
439
World Investment Advisors
California
$366K -$362K -15,781 -50%
SL
440
SWMG LLC
Texas
$365K -$25.7K -1,120 -7%
SPWG
441
Syntegra Private Wealth Group
Missouri
$364K -$45K -1,959 -11%
PWG
442
Portside Wealth Group
Utah
$360K -$3.17K -138 -0.9%
AIP
443
Ameritas Investment Partners
Nebraska
$360K -$118K -5,131 -25%
WA
444
Wealth Alliance
New York
$351K -$97.3K -4,240 -22%
NA
445
Note Advisors
New York
$350K -$16.2K -706 -4%
AIMC
446
Alley Investment Management Company
Illinois
$347K +$2.69K +117 +0.8%
NG
447
Novem Group
New York
$346K +$59.8K +2,607 +21%
LEA
448
Legacy Edge Advisors
New York
$341K -$1.31K -57 -0.4%
ACA
449
American Capital Advisory
Idaho
$341K – – –
LAM
450
Lewis Asset Management
California
$339K – – –
16 17
18
19 20