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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
501
Steele Capital Management
Iowa
$249K +$246K +10,757 New
HCA
502
Horan Capital Advisors
Ohio
$247K – – –
VDI
503
Vaughan David Investments
Illinois
$237K -$22.8K -995 -9%
WF
504
Whelan Financial
California
$236K -$5.98K -261 -2%
GVAG
505
Great Valley Advisor Group
Delaware
$235K -$31.1K -1,359 -12%
SAM
506
Smartleaf Asset Management
Massachusetts
$235K +$233K +10,178 New
CFS
507
Cannon Financial Strategists
Georgia
$235K – – –
TWA
508
Talisman Wealth Advisors
New Jersey
$234K +$231K +10,103 New
1WM
509
1900 Wealth Management
Texas
$232K -$32.9K -1,438 -13%
OIA
510
Optimum Investment Advisors
Illinois
$232K +$4.54K +198 +2%
ECM
511
Elgethun Capital Management
South Dakota
$232K +$229K +10,000 New
CWMK
512
Caliber Wealth Management (Kansas)
Kansas
$231K +$229K +9,987 New
QCMNJ
513
Quantum Capital Management (New Jersey)
New Jersey
$231K +$5.91K +258 +3%
MCM
514
MidAtlantic Capital Management
Virginia
$230K -$412 -18 -0.2%
PFA
515
Professional Financial Advisors
Nebraska
$228K +$226K +9,865 New
SFG
516
Sage Financial Group
Pennsylvania
$224K +$221K +9,652 New
CPCM
517
Cardinal Point Capital Management
Ontario, Canada
$222K +$220K +9,606 New
MCM
518
Maple Capital Management
Vermont
$221K -$14.8K -645 -6%
CCA
519
Cobblestone Capital Advisors
New York
$220K -$14K -612 -6%
TPWA
520
Twin Peaks Wealth Advisors
California
$217K +$217K +9,456 New
PA
521
PSI Advisors
Florida
$215K +$23.7K +1,034 +13%
MFG
522
Magnus Financial Group
New York
$214K +$212K +9,241 New
HFA
523
High Falls Advisors
New York
$213K +$211K +9,210 New
BMCM
524
Burns Matteson Capital Management
New York
$212K +$160 +7 +0.1%
SW
525
Simplicity Wealth
New Jersey
$212K +$209K +9,141 New
19 20
21
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