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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
451
Investors Research Corp
Georgia
$184K – – –
EA
452
Evolution Advisers
Virginia
$179K -$185K -7,970 -51%
VCM
453
Versant Capital Management
Arizona
$163K -$2.79K -120 -2%
TFA
454
Toth Financial Advisory
Virginia
$161K -$5.35K -230 -3%
FRA
455
Front Row Advisors
California
$137K +$16.3K +700 +14%
BA
456
Bristlecone Advisors
Washington
$132K +$131K +5,646 New
SPIA
457
Steward Partners Investment Advisory
New York
$123K +$2K +86 +2%
LB
458
Legacy Bridge
Iowa
$120K – – –
TAM
459
Townsend Asset Management
North Carolina
$113K +$1.21K +52 +1%
AW
460
Avion Wealth
Texas
$110K -$1.29M -55,392 -92%
2L
461
25 LLC
Missouri
$110K +$110K +4,712 New
OLVIG
462
Oliver Lagore Vanvalin Investment Group
Michigan
$103K +$38.3K +1,648 +61%
CSPIA
463
Cary Street Partners Investment Advisory
Virginia
$102K – – –
GIP
464
Granite Investment Partners
California
$95.8K – – –
EWA
465
EverSource Wealth Advisors
Alabama
$91.2K +$65.4K +2,812 +261%
CA
466
Clearstead Advisors
Ohio
$83.5K +$186 +8 +0.2%
NA
467
NewEdge Advisors
Louisiana
$65K +$38.4K +1,650 +147%
CHA
468
Carmichael Hill & Associates
Maryland
$61.9K – – –
IGWM
469
ICA Group Wealth Management
Colorado
$61.4K – – –
UB
470
UMB Bank
Missouri
$60.9K -$46K -1,976 -43%
TWA
471
TCI Wealth Advisors
Arizona
$57.7K -$65.1K -2,800 -53%
HS
472
Horan Securities
United States
$57K -$23K -988 -29%
HGERS
473
Householder Group Estate & Retirement Specialist
Arizona
$54K +$53.3K +2,292 New
CFGS
474
Concourse Financial Group Securities
Alabama
$47.1K – – –
NRC
475
New Republic Capital
North Carolina
$44.8K +$44.4K +1,908 New
17 18
19
20 21