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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
501
Atomi Financial Group
New York
$234K +$238K +10,293 New
MCM
502
Maple Capital Management
Vermont
$231K -$2.54K -110 -1%
CFS
503
Cannon Financial Strategists
Georgia
$230K – – –
CCA
504
Cobblestone Capital Advisors
New York
$230K -$431K -18,676 -65%
IFA
505
Index Fund Advisors
California
$227K +$3K +130 +1%
MCM
506
MidAtlantic Capital Management
Virginia
$226K -$42.1K -1,824 -15%
OIA
507
Optimum Investment Advisors
Illinois
$223K +$1.92K +83 +0.9%
QCMNJ
508
Quantum Capital Management (New Jersey)
New Jersey
$220K +$762 +33 +0.3%
MWC
509
MKD Wealth Coaches
Michigan
$218K +$221K +9,587 New
CFG
510
Chapman Financial Group
Hawaii
$213K +$217K +9,393 New
LKBC
511
L.K. Benson & Company
Maryland
$209K +$213K +9,224 New
BMCM
512
Burns Matteson Capital Management
New York
$208K -$3.63K -157 -2%
SA
513
SRH Advisors
Kansas
$207K – – –
DW30
514
Drucker Wealth 3.0
New Jersey
$206K +$210K +9,080 New
CCA
515
Clearwater Capital Advisors
Illinois
$206K -$12.2K -529 -6%
GWANC
516
Guardian Wealth Advisors (North Carolina)
North Carolina
$206K +$208K +9,023 +28,197%
AAS
517
Ameritas Advisory Services
Nebraska
$205K -$42.7K -1,847 -17%
WAM
518
WNY Asset Management
New York
$205K -$5.52K -239 -3%
PFS
519
Prospera Financial Services
Texas
$202K +$1.8K +78 +0.9%
LSAG
520
Lake Street Advisors Group
New Hampshire
$202K +$2.7K +117 +1%
KFG
521
Kelly Financial Group
Connecticut
$202K +$205K +8,886 New
IA
522
Inspire Advisors
Idaho
$202K +$1.2K +52 +0.6%
PFBT
523
Parkside Financial Bank & Trust
Missouri
$196K +$2.59K +112 +1%
PA
524
PSI Advisors
Florida
$187K +$190K +8,236 New
EA
525
Evolution Advisers
Virginia
$173K – – –
19 20
21
22 23