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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
51
Burt Wealth Advisors
Maryland
$2.36M +$1.7M +65,564 +252%
LFA
52
Landmark Financial Advisors
Kentucky
$2.18M -$59.3K -2,288 -3%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$2.11M +$2.12M +81,656 +26,172%
TF
54
Trutina Financial
Washington
$2.11M -$88.1K -3,400 -4%
CFMC
55
Curbstone Financial Management Corp
New Hampshire
$1.96M +$1.31M +50,500 +196%
Wells Fargo
56
Wells Fargo
California
$1.96M +$1.94M +74,884 +5,915%
PS
57
Portfolio Solutions
Michigan
$1.81M +$1.82M +70,286 New
PMG
58
ProVise Management Group
Florida
$1.64M -$62.8K -2,424 -4%
MAM
59
Marquette Asset Management
Minnesota
$1.62M +$217K +8,384 +15%
HB
60
Homrich & Berg
Georgia
$1.58M -$114K -4,400 -7%
Mariner
61
Mariner
Kansas
$1.57M +$467K +18,038 +42%
RC
62
Roundview Capital
New Jersey
$1.54M +$1.17M +44,990 +305%
WI
63
WrapManager Inc
California
$1.52M +$1.53M +58,916 New
PWM
64
Perigon Wealth Management
California
$1.49M -$16.8K -648 -1%
HP
65
HT Partners
Connecticut
$1.47M -$4.15K -160 -0.3%
SAM
66
Stringer Asset Management
Tennessee
$1.38M -$234K -9,020 -14%
AIA
67
Allegis Investment Advisors
Idaho
$1.34M +$1.35M +51,974 New
MFT
68
Moisand Fitzgerald Tamayo
Florida
$1.32M +$1.33M +51,184 New
VV
69
Valentine Ventures
Oregon
$1.19M -$128K -4,954 -10%
MAS
70
Madden Advisory Services
Florida
$1.18M -$171K -6,580 -13%
FAAS
71
First Allied Advisory Services
California
$1.08M +$1.09M +42,006 New
HSA
72
HBK Sorce Advisory
Pennsylvania
$1.08M +$664K +25,606 +157%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$1.08M -$1.88M -72,576 -63%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$1.04M +$381K +14,710 +57%
JFG
75
JMG Financial Group
Illinois
$970K +$492K +18,976 +101%