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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
551
Maltin Wealth Management
New Jersey
– -$585K -23,142 Closed
BCP
552
Blue Chip Partners
Michigan
– -$576K -22,798 Closed
BFIC
553
Bedell Frazier Investment Counselling
California
– -$526K -20,798 Closed
WFA
554
Wipfli Financial Advisors
Wisconsin
– -$465K -18,380 Closed
HFA
555
HC Financial Advisors
California
– -$457K -18,080 Closed
CGFA
556
Colton Groome Financial Advisors
North Carolina
– -$421K -16,660 Closed
ZIM
557
Zacks Investment Management
Illinois
– -$387K -15,298 Closed
HWMG
558
Hurlow Wealth Management Group
Indiana
– -$372K -14,706 Closed
SBWIC
559
Schaper Benz & Wise Investment Counsel
Wisconsin
– -$357K -14,116 Closed
G
560
Gainplan
Michigan
– -$346K -13,680 Closed
BFM
561
Broadview Financial Management
Wisconsin
– -$341K -13,502 Closed
WSTAM
562
Wilbanks Smith & Thomas Asset Management
Virginia
– -$308K -12,782 Closed
PAM
563
Peak Asset Management
Colorado
– -$322K -12,734 Closed
RMDI
564
R.M. Davis Inc
Maine
– -$303K -12,000 Closed
FLA
565
Financial Life Advisors
Texas
– -$263K -10,382 Closed
GBWM
566
Granite Bay Wealth Management
New Hampshire
– -$256K -10,136 Closed
SFP
567
Strategic Financial Planning
Texas
– -$253K -10,000 Closed
NGA
568
Naples Global Advisors
Florida
– -$243K -9,610 Closed
SWM
569
Southern Wealth Management
Texas
– -$230K -9,104 Closed
GSC
570
Ground Swell Capital
South Carolina
– -$220K -8,688 Closed
SS
571
Simplicity Solutions
Minnesota
– -$206K -8,154 Closed
TPW
572
Tiller Private Wealth
Pennsylvania
– -$206K -8,140 Closed
SIG
573
Spinnaker Investment Group
California
– -$204K -8,108 Closed
BJL
574
Brighton Jones LLC
Washington
– -$205K -8,090 Closed
FFWM
575
Future Financial Wealth Management
Ohio
– -$153K -6,062 Closed
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