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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
426
FDx Advisors
Illinois
$403K -$23K -1,001 -5%
WFS
427
Walker Financial Services
Kentucky
$399K +$2.29K +100 +0.6%
JF
428
Joule Financial
Kentucky
$394K -$16K -699 -4%
AL
429
Aspiriant LLC
California
$391K -$12.1K -528 -3%
AWM
430
Apollon Wealth Management
South Carolina
$387K -$314K -13,705 -45%
OPWM
431
Oregon Pacific Wealth Management
Oregon
$386K +$32.4K +1,410 +9%
CF
432
Centaurus Financial
California
$383K -$52.2K -2,277 -12%
HOWA
433
Heritage Oak Wealth Advisors
Florida
$383K -$9.22K -402 -2%
CMP
434
Courage Miller Partners
Virginia
$383K – – –
LSA
435
Lansing Street Advisors
Pennsylvania
$380K +$10.3K +447 +3%
FEM
436
Fulcrum Equity Management
Texas
$380K -$67.1K -2,925 -15%
FA
437
Fermata Advisors
California
$378K -$49.8K -2,170 -12%
WIA
438
World Investment Advisors
California
$366K -$362K -15,781 -50%
SL
439
SWMG LLC
Texas
$365K -$25.7K -1,120 -7%
SPWG
440
Syntegra Private Wealth Group
Missouri
$364K -$45K -1,959 -11%
PWG
441
Portside Wealth Group
Utah
$360K -$3.17K -138 -0.9%
AIP
442
Ameritas Investment Partners
Nebraska
$360K -$118K -5,131 -25%
WA
443
Wealth Alliance
New York
$351K -$97.3K -4,240 -22%
NA
444
Note Advisors
New York
$350K -$16.2K -706 -4%
AIMC
445
Alley Investment Management Company
Illinois
$347K +$2.69K +117 +0.8%
NG
446
Novem Group
New York
$346K +$59.8K +2,607 +21%
LEA
447
Legacy Edge Advisors
New York
$341K -$1.31K -57 -0.4%
ACA
448
American Capital Advisory
Idaho
$341K – – –
LAM
449
Lewis Asset Management
California
$339K – – –
GSEP
450
Golden State Equity Partners
California
$338K – – –
16 17
18
19 20