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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
601
Teamwork Financial Advisors
Texas
– -$1.12M -50,426 Closed
AT
602
American Trust
Kentucky
– -$949K -42,932 Closed
MSWMA
603
Market Street Wealth Management Advisors
Indiana
– -$767K -34,662 Closed
CCFCSB
604
Cape Cod Five Cents Savings Bank
Massachusetts
– -$754K -34,104 Closed
RI
605
Rinkey Investments
California
– -$396K -17,896 Closed
PWM
606
Prosperity Wealth Management
California
– -$365K -16,494 Closed
SRSA
607
S.R. Schill & Associates
Washington
– -$356K -16,114 Closed
RZH
608
Relyea Zuckerberg Hanson
Connecticut
– -$356K -16,076 Closed
ANTB
609
AMG National Trust Bank
Colorado
– -$332K -14,990 Closed
SQA
610
Simon Quick Advisors
New Jersey
– -$328K -14,832 Closed
AFA
611
AllGen Financial Advisors
Florida
– -$323K -14,628 Closed
SCM
612
Stonehearth Capital Management
Massachusetts
– -$314K -14,220 Closed
HF
613
HRT Financial
New York
– -$308K -13,958 Closed
TWM
614
Triton Wealth Management
Arizona
– -$304K -13,726 Closed
FHC
615
Fort Henry Capital
West Virginia
– -$271K -12,252 Closed
VCM
616
Vivaldi Capital Management
Illinois
– -$255K -11,510 Closed
AAS
617
Annex Advisory Services
Wisconsin
– -$244K -11,052 Closed
RPA
618
Rock Point Advisors
Vermont
– -$241K -10,904 Closed
MMA
619
Miracle Mile Advisors
California
– -$228K -10,318 Closed
PFC
620
Phocas Financial Corp
California
– -$221K -10,010 Closed
PFS
621
Prospera Financial Services
Texas
– -$218K -9,816 Closed
SSWM
622
Sheets Smith Wealth Management
North Carolina
– -$111K -5,012 Closed
CSPIA
623
Cary Street Partners Investment Advisory
Virginia
– -$96.4K -4,360 Closed
SC
624
SouthState Corp
Florida
– -$92.5K -4,184 Closed
PCA
625
Providence Capital Advisors
North Carolina
– -$73.6K -3,330 Closed
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