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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BSCCG
476
Blue Sky Capital Consultants Group
California
$303K +$305K +12,980 New
FMWA
477
Forvis Mazars Wealth Advisors
Missouri
$303K +$1.5K +64 +0.5%
TIM
478
Total Investment Management
Arizona
$303K +$305K +12,969 New
RW
479
Regimen Wealth
Georgia
$303K +$4.01K +171 +1%
BH
480
Burk Holdings
Oklahoma
$302K +$939 +40 +0.3%
CA
481
Clearstead Advisors
Ohio
$301K +$223K +9,496 +282%
W
482
WealthCollab
Washington
$300K -$122K -5,206 -29%
DSC
483
Daytona Street Capital
Missouri
$296K +$298K +12,686 New
MMA
484
Miracle Mile Advisors
California
$295K +$296K +12,608 New
BWM
485
BlackDiamond Wealth Management
New York
$295K +$295K +12,581 New
CPA
486
Cardiff Park Advisors
California
$295K +$3.9K +166 +1%
UFPG
487
United Financial Planning Group
New York
$294K -$24.4K -1,041 -8%
MWC
488
MKD Wealth Coaches
Michigan
$292K +$9.53K +406 +3%
FF
489
Francis Financial
$291K +$293K +12,459 New
FCA
490
FLC Capital Advisors
California
$289K -$3.29K -140 -1%
CFG
491
Chapman Financial Group
Hawaii
$288K +$31.7K +1,350 +12%
CCM
492
Coldstream Capital Management
Washington
$286K +$1.08K +46 +0.4%
AA
493
Alesco Advisors
New York
$285K -$514K -21,875 -64%
WIA
494
World Investment Advisors
California
$284K +$13.2K +562 +5%
TWA
495
Talisman Wealth Advisors
New Jersey
$279K +$22K +935 +9%
LAM
496
Lewis Asset Management
California
$276K -$19.4K -828 -7%
JESC
497
J.E. Simmons & Co
Texas
$276K +$277K +11,815 New
PSCM
498
Per Stirling Capital Management
Texas
$276K -$13.3K -567 -5%
EFG
499
Ethos Financial Group
Pennsylvania
$276K -$161K -6,847 -37%
DAS
500
Dynamic Advisor Solutions
Arizona
$276K -$470 -20 -0.2%
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