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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
601
Flagship Harbor Advisors
Massachusetts
– -$238K -10,222 Closed
GSIAS
602
Garden State Investment Advisory Services
New Jersey
– -$223K -9,562 Closed
AWM
603
Act Wealth Management
Texas
– -$221K -9,500 Closed
QWM
604
Quadcap Wealth Management
Texas
– -$210K -9,020 Closed
ICG
605
InterOcean Capital Group
Tennessee
– -$201K -8,614 Closed
FHA
606
First Horizon Advisors
Tennessee
– -$195K -8,374 Closed
PPC
607
Park Place Capital
Alabama
– -$167K -7,172 Closed
RFA
608
Resurgent Financial Advisors
Georgia
– -$140K -6,014 Closed
FFO
609
Fortitude Family Office
Arizona
– -$66.9K -2,870 Closed
LFA
610
Level Financial Advisors
New York
– -$62.9K -2,700 Closed
SIS
611
Sound Income Strategies
Florida
– -$59.3K -2,542 Closed
LF
612
Lee Financial
Texas
– -$47.8K -2,050 Closed
WCM
613
Winthrop Capital Management
Indiana
– -$37.3K -1,600 Closed
MIM
614
Macroview Investment Management
Maryland
– -$22.2K -950 Closed
AC
615
AlphaCore Capital
California
– -$12.7K -544 Closed
SA
616
Scarborough Advisors
Maryland
– -$12.5K -538 Closed
IPW
617
Impact Partnership Wealth
Georgia
– -$11.8K -506 Closed
GGI
618
Godsey & Gibb Inc
Virginia
– -$11.2K -480 Closed
AWM
619
Abound Wealth Management
Tennessee
– -$7.06K -302 Closed
MSWM
620
McGlone Suttner Wealth Management
Wisconsin
– -$5.19K -222 Closed
NEAM
621
New England Asset Management
Connecticut
– -$4.66K -200 Closed
TRCT
622
Tower Research Capital (TRC)
New York
– -$4.1K -176 Closed
BBPWM
623
Blue Bell Private Wealth Management
Pennsylvania
– -$2.89K -124 Closed
BGAI
624
Bruce G. Allen Investments
Colorado
– -$2.75K -118 Closed
RFG
625
RFP Financial Group
Georgia
– -$2.33K -100 Closed
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