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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
JWBC
476
J.W. Burns & Co
New York
$324K – – –
TCIIS
477
TIAA-CREF Individual & Institutional Services
New York
$323K -$12.3K -533 -4%
KWM
478
Keebeck Wealth Management
Illinois
$323K +$38.2K +1,650 +13%
SWM
479
Silverlake Wealth Management
Vermont
$321K +$321K +13,857 New
FF
480
Francis Financial
$318K +$19.1K +825 +6%
MCA
481
Midwest Capital Advisors
Michigan
$316K -$169K -7,300 -35%
PIFP
482
Partners in Financial Planning
Virginia
$315K +$5.51K +238 +2%
JF
483
Joule Financial
Kentucky
$315K -$32.4K -1,399 -9%
FW
484
Fairway Wealth
Ohio
$312K +$3.17K +137 +1%
HIP
485
HUB Investment Partners
Texas
$310K +$310K +13,405 New
MWA
486
MN Wealth Advisors
Kansas
$309K +$5.02K +217 +2%
FMWA
487
Forvis Mazars Wealth Advisors
Missouri
$301K +$509 +22 +0.2%
MWP
488
Meridian Wealth Partners
Pennsylvania
$301K -$11.6K -501 -4%
CA
489
Clearstead Advisors
Ohio
$301K +$787 +34 +0.3%
LEA
490
Legacy Edge Advisors
New York
$300K +$17.9K +772 +6%
SG
491
StoneX Group
New York
$299K -$282K -12,169 -48%
BH
492
Burk Holdings
Oklahoma
$299K – – –
CPA
493
Cardiff Park Advisors
California
$297K +$3.03K +131 +1%
WFS
494
Walker Financial Services
Kentucky
$295K -$11.8K -509 -4%
W
495
WealthCollab
Washington
$294K – – –
RIA
496
Regal Investment Advisors
Michigan
$293K +$39.5K +1,706 +16%
WWM
497
Western Wealth Management
Colorado
$291K -$170K -7,365 -37%
SCM
498
Steele Capital Management
Iowa
$291K +$291K +12,586 New
SL
499
SWMG LLC
Texas
$286K -$13.3K -574 -4%
RGF
500
Retirement Guys Formula
Ohio
$286K +$301 +13 +0.1%
18 19
20
21 22