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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
476
NewEdge Advisors
Louisiana
$295K -$1.76K -77 -0.6%
PSCM
477
Per Stirling Capital Management
Texas
$291K -$481 -21 -0.2%
DIS
478
Diversified Investment Strategies
Louisiana
$291K -$139K -6,070 -33%
RW
479
Regimen Wealth
Georgia
$290K +$2.02K +88 +0.7%
NG
480
Novem Group
New York
$284K -$4.49K -196 -2%
CPA
481
Cardiff Park Advisors
California
$282K +$1.97K +86 +0.7%
EK
482
Evensky & Katz
Florida
$280K +$1.12K +49 +0.4%
CWM
483
Certus Wealth Management
California
$280K – – –
KGP
484
Keystone Global Partners
Colorado
$276K +$273K +11,922 New
AFG
485
Atomi Financial Group
New York
$275K +$36.2K +1,580 +15%
LMKC
486
L.M. Kohn & Company
Ohio
$273K +$270K +11,766 New
CL
487
Choreo LLC
Illinois
$272K -$57.9K -2,527 -18%
PWM
488
Parkshore Wealth Management
California
$267K -$23 -1 -0%
WC
489
Waterloo Capital
Texas
$266K +$6.48K +283 +3%
MWC
490
MKD Wealth Coaches
Michigan
$265K +$42.3K +1,847 +19%
AFS
491
Access Financial Services
Minnesota
$265K – – –
PA
492
PFG Advisors
Arizona
$264K -$27.7K -1,211 -10%
CA
493
Claro Advisors
Massachusetts
$264K +$261K +11,404 New
KFGG
494
Keystone Financial Group (Georgia)
Georgia
$262K -$56.1K -2,447 -18%
SWG
495
Summit Wealth Group
Vermont
$260K -$4.21K -184 -2%
AWA
496
Acorn Wealth Advisors
Michigan
$260K -$5.22K -228 -2%
FCIM
497
Fairview Capital Investment Management
California
$255K – – –
WS
498
Wedbush Securities
California
$254K – – –
SFA
499
Souders Financial Advisors
Ohio
$253K -$6.25K -273 -2%
TYCC
500
Texas Yale Capital Corp
Florida
$249K – – –
18 19
20
21 22