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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
601
Townsend Asset Management
North Carolina
$47.3K +$304 +13 +0.6%
HNB
602
Huntington National Bank
Ohio
$45.4K
S
603
Sachetta
Massachusetts
$42.2K +$34.8K +1,486 +448%
S
604
SignatureFD
Georgia
$41.5K
NA
605
NewEdge Advisors
Louisiana
$39.3K +$211 +9 +0.5%
MG
606
Mather Group
Illinois
$38K +$38.3K +1,638 New
PNC Financial Services Group
607
PNC Financial Services Group
Pennsylvania
$36.9K +$37.2K +1,590 New
FMP
608
Financial Management Professionals
Texas
$36.3K
BWM
609
Bernard Wealth Management
Michigan
$35.9K
DFA
610
DHJJ Financial Advisors
Illinois
$35.6K +$2.67K +114 +8%
LB
611
Legacy Bridge
Iowa
$35.5K
Qube Research & Technologies (QRT)
612
Qube Research & Technologies (QRT)
United Kingdom
$32.9K +$33.2K +1,418 New
RF
613
Robinswood Financial
Washington
$32.1K -$43.1K -1,840 -57%
AF
614
Allworth Financial
California
$28.2K -$5.29K -226 -16%
LFA
615
LGT Financial Advisors
Texas
$28K +$819 +35 +3%
TIM
616
Thompson Investment Management
Wisconsin
$27.8K
GWM
617
Gilpin Wealth Management
Colorado
$27.6K
GFA
618
Godfrey Financial Associates
New York
$24.4K
TBFA
619
Three Bearings Fiduciary Advisors
New Hampshire
$24.4K
RF
620
RetireMitten Financial
Michigan
$24.1K +$24.3K +1,040 New
WPA
621
Wealth Preservation Advisors
Tennessee
$22.1K +$22.3K +952 New
MHR
622
Matthew Hamilton Rosenberg
$21.6K
RFP
623
Root Financial Partners
California
$21.2K -$63.4K -2,708 -75%
SIS
624
Strategic Investment Solutions
Illinois
$20.7K +$140 +6 +0.7%
WWMSC
625
Wagner Wealth Management (South Carolina)
South Carolina
$18.2K +$15.2K +651 +493%