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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
DIS
476
Diversified Investment Strategies
Louisiana
$279K -$12.4K -540 -4%
OIA
477
Optimum Investment Advisors
Illinois
$279K +$46.2K +2,015 +20%
DAS
478
Dynamic Advisor Solutions
Arizona
$275K -$37.7K -1,642 -12%
MWC
479
MKD Wealth Coaches
Michigan
$273K +$7.57K +330 +3%
HW
480
HORAN Wealth
Ohio
$273K +$270K +11,755 New
CWM
481
Certus Wealth Management
California
$269K -$15.9K -693 -6%
AFS
482
Access Financial Services
Minnesota
$266K – – –
MMCM
483
Murphy & Mullick Capital Management
New York
$265K -$61.4K -2,674 -19%
PA
484
PSI Advisors
Florida
$258K +$42.3K +1,843 +20%
HSA
485
HBK Sorce Advisory
Pennsylvania
$258K -$164K -7,160 -39%
WWM
486
Western Wealth Management
Colorado
$256K -$120K -5,218 -32%
FCIM
487
Fairview Capital Investment Management
California
$256K – – –
WS
488
Wedbush Securities
California
$255K – – –
SFA
489
Souders Financial Advisors
Ohio
$252K -$2.25K -98 -0.9%
PI
490
PFG Investments
New York
$250K +$247K +10,763 New
SCM
491
Steele Capital Management
Iowa
$250K – – –
GI
492
GS Investments
Minnesota
$249K -$60.6K -2,640 -20%
LKIM
493
Lawson Kroeker Investment Management
Nebraska
$247K +$244K +10,623 New
CFG
494
Chapman Financial Group
Hawaii
$246K +$243K +10,580 New
VCP
495
Vista Capital Partners
Oregon
$243K +$240K +10,440 New
MF
496
Manchester Financial
California
$242K -$56.3K -2,452 -19%
VDI
497
Vaughan David Investments
Illinois
$242K +$4.13K +180 +2%
QCMNJ
498
Quantum Capital Management (New Jersey)
New Jersey
$241K +$9.11K +397 +4%
OWM
499
Opes Wealth Management
California
$241K -$74.3K -3,240 -24%
ACA
500
Aptus Capital Advisors
Alabama
$237K -$160K -6,990 -41%
18 19
20
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