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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
76
TimeScale Financial
Massachusetts
$7.65M -$707K -25,068 -8%
CCA
77
Cobblestone Capital Advisors
New York
$7.58M -$718K -25,474 -9%
RC
78
Roundview Capital
New Jersey
$7.55M +$4.06K +144 +0.1%
SBL
79
Sargent Bickham Lagudis
Colorado
$7.46M -$200K -7,092 -3%
HIC
80
Holderness Investments Company
North Carolina
$7.34M +$4.07M +144,160 +123%
LA
81
LVW Advisors
New York
$7.04M +$7.08M +250,918 New
MA
82
Modus Advisors
Minnesota
$7M +$482K +17,080 +7%
BCWM
83
Bartlett & Co Wealth Management
Ohio
$6.89M +$938K +33,244 +16%
BC
84
Bartlett & Co
Ohio
$6.89M +$938K +33,244 +16%
PA
85
Planning Alternatives
Michigan
$6.83M -$6.3M -223,508 -48%
VWA
86
VERITY Wealth Advisors
United States
$6.57M -$34.1K -1,210 -0.5%
AF
87
Advisornet Financial
Minnesota
$6.43M -$1.16M -41,282 -15%
SSWM
88
Sheets Smith Wealth Management
North Carolina
$6.12M -$249K -8,828 -4%
RA
89
Rational Advisors
New York
$5.91M +$3.18M +112,818 +115%
NIC
90
Northwest Investment Counselors
Oregon
$5.89M +$753K +26,702 +15%
GLLW
91
Graves Light Lenhart Wealth
Virginia
$5.8M – – –
CWM
92
Chesapeake Wealth Management
Virginia
$5.62M +$101K +3,574 +2%
WAM
93
Wakefield Asset Management
Colorado
$5.58M +$896K +31,776 +19%
OFG
94
OTA Financial Group
New York
$5.37M +$2.84M +100,592 +111%
MA
95
Mutual Advisors
Nebraska
$5.27M +$170K +6,036 +3%
EE
96
EWG Elevate
California
$5.22M +$1.72M +60,954 +49%
SPA
97
Sentinel Pension Advisors
Massachusetts
$5.16M +$991K +35,122 +24%
CFMC
98
Curbstone Financial Management Corp
New Hampshire
$5.12M +$1.06M +37,600 +26%
JFG
99
JMG Financial Group
Illinois
$5.06M +$5.02K +178 +0.1%
MGIA
100
Moneta Group Investment Advisors
Missouri
$5.05M +$1.49M +52,930 +42%
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4
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