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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
451
Kingsview Wealth Management
Oregon
$383K +$24.3K +1,048 +7%
LEFP
452
Leading Edge Financial Planning
Tennessee
$381K -$276K -11,923 -42%
CMP
453
Courage Miller Partners
Virginia
$381K – – –
GG
454
Gleason Group
Kentucky
$380K -$8.91K -385 -2%
DSC
455
Daytona Street Capital
Missouri
$377K +$40K +1,727 +12%
FA
456
Faithward Advisors
Pennsylvania
$376K -$43.5K -1,881 -10%
APFP
457
Action Point Financial Planning
Michigan
$374K +$374K +16,154 New
TNA
458
True North Advisors
Texas
$373K -$48.5K -2,096 -11%
PFA
459
Pure Financial Advisors
California
$373K -$16.9K -732 -4%
MWC
460
MKD Wealth Coaches
Michigan
$359K +$64.2K +2,773 +22%
EWM
461
Evolution Wealth Management
Florida
$358K -$7.47K -323 -2%
SPWG
462
Syntegra Private Wealth Group
Missouri
$357K +$1.53K +66 +0.4%
PAS
463
PKS Advisory Services
New York
$355K +$356K +15,368 New
AIMC
464
Alley Investment Management Company
Illinois
$354K +$12.7K +550 +4%
BJL
465
Brighton Jones LLC
Washington
$352K +$8.89K +384 +3%
AOWM
466
Asset One Wealth Management
Washington
$344K +$32.1K +1,388 +10%
RW
467
Regimen Wealth
Georgia
$343K +$3.49K +151 +1%
GWM
468
GSB Wealth Management
Connecticut
$343K +$72.2K +3,121 +27%
IFA
469
Index Fund Advisors
California
$339K +$3.47K +150 +1%
DIS
470
Diversified Investment Strategies
Louisiana
$333K – – –
AWM
471
Apollon Wealth Management
South Carolina
$329K -$63K -2,724 -16%
BWM
472
BlackDiamond Wealth Management
New York
$327K +$33.8K +1,462 +11%
AIP
473
Ameritas Investment Partners
Nebraska
$326K +$17.5K +758 +6%
NG
474
Novem Group
New York
$325K -$7.08K -306 -2%
SCP
475
Stevens Capital Partners
Nebraska
$325K +$325K +14,052 New
17 18
19
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