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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
526
Matthew Hamilton Rosenberg
$21.3K – – –
NP
527
NorthRock Partners
Minnesota
$16.7K -$31.6K -1,374 -65%
HWA
528
Heritage Wealth Advisors
Virginia
$15.2K – – –
MAM
529
MMA Asset Management
Pennsylvania
$14.8K +$14.8K +642 New
NCM
530
Northwest Capital Management
Oregon
$14.7K – – –
PA
531
Pineridge Advisors
Missouri
$13.2K – – –
MA
532
Montag & Associates
Georgia
$12.5K +$92 +4 +0.7%
AFG
533
Albion Financial Group
Utah
$12.1K – – –
MFT
534
Moisand Fitzgerald Tamayo
Florida
$10.5K – – –
CI
535
Cordant Inc
Oregon
$10.4K – – –
EWM
536
EPG Wealth Management
Georgia
$9.2K – – –
MWM
537
Mascoma Wealth Management
New Hampshire
$8.88K – – –
BEI
538
Benjamin Edwards Inc
Missouri
$8K – – –
HCM
539
Hollencrest Capital Management
California
$7.43K – – –
AA
540
Atmos Advisory
Pennsylvania
$7.27K – – –
MIA
541
Milestone Investment Advisors
Wisconsin
$7.19K +$46 +2 +0.6%
BAM
542
Bellevue Asset Management
Washington
$7.04K – – –
OLVIG
543
Oliver Lagore Vanvalin Investment Group
Michigan
$6.6K -$6.12K -266 -48%
PCM
544
Palouse Capital Management
Washington
$6.07K +$6.07K +264 New
PCMC
545
Private Capital Management (Colorado)
Colorado
$5.89K – – –
ACM
546
Anfield Capital Management
California
$4.42K +$4.42K +192 New
MRCM
547
M&R Capital Management
New Jersey
$4.37K – – –
JHCP
548
Jackson Hole Capital Partners
Oklahoma
$4.32K – – –
HCM
549
Horrell Capital Management
Arkansas
$4K – – –
KHC
550
Koesten Hirschmann & Crabtree
Kansas
$3.55K – – –
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