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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
626
Montag & Associates
Georgia
$13.7K +$139 +6 +1%
ACA
627
American Capital Advisory
Idaho
$12.8K – – –
CTA
628
Colonial Trust Advisors
South Carolina
$12.3K -$109K -4,708 -90%
CJ
629
Caitlin John
Michigan
$10.8K +$10.8K +467 New
AA
630
Atmos Advisory
Pennsylvania
$10.1K – – –
EWM
631
EPG Wealth Management
Georgia
$9.25K +$9.26K +400 New
BC
632
Barrett & Company
Rhode Island
$8.74K +$5.55K +240 +174%
S
633
Sachetta
Massachusetts
$8.42K -$33.6K -1,454 -80%
TC
634
Trust Company
Kansas
$8.03K – – –
CCWM
635
Cassaday & Co Wealth Management
Virginia
$7.98K – – –
MSG
636
Main Street Group
Virginia
$6.85K – – –
CVM
637
Cheviot Value Management
California
$6.76K +$69 +3 +1%
OHWP
638
Oak Harbor Wealth Partners
North Carolina
$6.73K -$10.6K -460 -61%
IAIM
639
International Assets Investment Management
Florida
$6.64K -$128K -5,525 -95%
AIC
640
Archer Investment Corporation
Indiana
$6.51K +$69 +3 +1%
CIAS
641
Capital Investment Advisory Services
North Carolina
$5.6K -$6.62K -286 -54%
BBHC
642
Brown Brothers Harriman & Co
New York
$5.07K – – –
BWS
643
Buck Wealth Strategies
Colorado
$4.89K +$4.88K +211 New
NEAM
644
New England Asset Management
Connecticut
$4.63K +$4.63K +200 New
TWC
645
TD Waterhouse Canada
Ontario, Canada
$4.6K +$4.63K +200 New
MI
646
Markowski Investments
Florida
$3.93K +$3.93K +170 New
KFAS
647
Keating Financial Advisory Services
Kansas
$3.68K – – –
LWM
648
Lodestone Wealth Management
Washington
$3.65K +$3.05K +132 +508%
WIM
649
Westside Investment Management
California
$3.1K -$11.7K -507 -79%
B
650
Birchbrook
Maine
$3.05K +$23 +1 +0.8%
24 25
26
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