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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
501
Aptus Capital Advisors
Alabama
$285K +$2.8K +121 +1%
FWA
502
Fidelis Wealth Advisors
Colorado
$284K +$284K +12,268 New
SFA
503
Sequoia Financial Advisors
Ohio
$282K -$115K -4,955 -29%
JESC
504
J.E. Simmons & Co
Texas
$273K – – –
PSCM
505
Per Stirling Capital Management
Texas
$273K +$787 +34 +0.3%
FFM
506
Forum Financial Management
Illinois
$273K +$15.9K +685 +6%
NFC
507
Northstar Financial Companies
Pennsylvania
$272K – – –
QCMNJ
508
Quantum Capital Management (New Jersey)
New Jersey
$272K +$8.12K +351 +3%
CTA
509
Chesley Taft & Associates
Illinois
$269K -$79.5K -3,437 -23%
HW
510
HORAN Wealth
Ohio
$267K +$10.3K +447 +4%
AFS
511
Access Financial Services
Minnesota
$264K – – –
FF
512
Friday Financial
Iowa
$264K +$266K +11,513 New
US Bancorp
513
US Bancorp
Minnesota
$264K +$2.68K +116 +1%
WIM
514
WealthPlan Investment Management
Nebraska
$264K -$65.3K -2,820 -20%
PI
515
PFG Investments
New York
$262K +$2.45K +106 +0.9%
Betterment LLC
516
Betterment LLC
New York
$262K +$262K +11,329 New
MWM
517
Meridian Wealth Management
Kentucky
$262K -$29.8K -1,289 -10%
VC
518
Vicus Capital
Pennsylvania
$262K +$262K +11,317 New
PFA
519
Professional Financial Advisors
Nebraska
$262K +$39.7K +1,715 +18%
CFG
520
Chapman Financial Group
Hawaii
$260K – – –
CIA
521
Concurrent Investment Advisors
Florida
$254K +$46.7K +2,018 +23%
FCA
522
FLC Capital Advisors
California
$254K – – –
GI
523
GS Investments
Minnesota
$253K +$8.1K +350 +3%
Fisher Asset Management
524
Fisher Asset Management
Washington
$252K +$252K +10,888 New
LAM
525
Lewis Asset Management
California
$251K -$14.6K -630 -5%