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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
76
Advisor Group
Arizona
$5.75M +$2.04M +79,938 +56%
BIA
77
Bigelow Investment Advisors
Maine
$5.33M +$268K +10,508 +5%
WAM
78
Wakefield Asset Management
Colorado
$5.17M +$153K +5,984 +3%
CWM
79
Chesapeake Wealth Management
Virginia
$4.98M -$246K -9,652 -5%
PRS
80
Pinkerton Retirement Specialists
Idaho
$4.9M +$4.82M +188,888 New
GAM
81
Gemmer Asset Management
California
$4.89M +$401K +15,710 +9%
PS
82
Portfolio Solutions
Michigan
$4.83M -$703K -27,550 -13%
EWM
83
Empirical Wealth Management
Washington
$4.82M -$130K -5,114 -3%
RC
84
Roundview Capital
New Jersey
$4.75M +$1.76M +69,058 +60%
ACG
85
Allen Capital Group
Nebraska
$4.71M +$179K +7,026 +4%
CWM
86
CCG Wealth Management
California
$4.54M +$16.1K +632 +0.4%
FI
87
FormulaFolio Investments
Michigan
$4.53M +$343K +13,448 +8%
HCM
88
Horan Capital Management
Maryland
$4.47M -$57.8K -2,264 -1%
FMT
89
First Mercantile Trust
Tennessee
$4.44M -$1.7M -66,452 -28%
BCWM
90
Bartlett & Co Wealth Management
Ohio
$4.4M -$401K -15,698 -8%
BC
91
Bartlett & Co
Ohio
$4.4M -$401K -15,698 -8%
RWM
92
RKL Wealth Management
Pennsylvania
$4.4M +$534K +20,942 +14%
MA
93
MCF Advisors
Kentucky
$4.32M -$993K -38,932 -19%
AF
94
Advisornet Financial
Minnesota
$4.26M -$171K -6,700 -4%
WA
95
Waverly Advisors
Alabama
$4.15M +$2.19K +86 +0.1%
FMP
96
Financial Management Professionals
Texas
$3.99M +$245K +9,610 +7%
CW
97
CreativeOne Wealth
Kansas
$3.98M -$48.2M -1,887,374 -92%
LF
98
Lee Financial
Texas
$3.97M -$61.9K -2,428 -2%
SFS
99
Summit Financial Strategies
Ohio
$3.97M +$8.67K +340 +0.2%
GLLW
100
Graves Light Lenhart Wealth
Virginia
$3.94M +$2.94M +115,054 +314%
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4
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