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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
VT
476
Vise Technologies
New York
$271K +$268K +11,555 New
HSA
477
HBK Sorce Advisory
Pennsylvania
$270K +$8.32K +358 +3%
MMCM
478
Murphy & Mullick Capital Management
New York
$270K – – –
WC
479
Waterloo Capital
Texas
$269K +$36.1K +1,553 +16%
AFS
480
Access Financial Services
Minnesota
$268K – – –
ZIM
481
Zacks Investment Management
Illinois
$262K -$186K -8,016 -42%
AWA
482
Acorn Wealth Advisors
Michigan
$260K +$33.4K +1,438 +15%
TWA
483
Talisman Wealth Advisors
New Jersey
$258K +$19.4K +837 +8%
CFG
484
Chapman Financial Group
Hawaii
$258K +$9.29K +400 +4%
NFC
485
Northstar Financial Companies
Pennsylvania
$255K +$253K +10,879 New
SFA
486
Souders Financial Advisors
Ohio
$255K +$23 +1 +0%
NA
487
NewEdge Advisors
Louisiana
$254K -$37.6K -1,619 -13%
LKIM
488
Lawson Kroeker Investment Management
Nebraska
$252K +$2.51K +108 +1%
ACA
489
Aptus Capital Advisors
Alabama
$250K +$10.6K +456 +4%
JWCA
490
J.W. Cole Advisors
Florida
$250K +$247K +10,644 New
GI
491
GS Investments
Minnesota
$249K -$2.32K -100 -0.9%
OWM
492
Opes Wealth Management
California
$248K +$5.18K +223 +2%
GS
493
GTS Securities
Florida
$248K -$257K -11,058 -51%
PI
494
PFG Investments
New York
$246K -$6.92K -298 -3%
QCMNJ
495
Quantum Capital Management (New Jersey)
New Jersey
$239K -$4.39K -189 -2%
CFS
496
Cannon Financial Strategists
Georgia
$238K – – –
FCIM
497
Fairview Capital Investment Management
California
$237K -$20.9K -900 -8%
OP
498
ORG Partners
Indiana
$236K +$16.9K +729 +8%
PWM
499
Parkshore Wealth Management
California
$235K +$139 +6 +0.1%
MCM
500
MidAtlantic Capital Management
Virginia
$232K -$999 -43 -0.4%
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