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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
101
Curbstone Financial Management Corp
New Hampshire
$1.33M +$99.4K +3,850 +8%
FC
102
Forte Capital
New York
$1.29M +$272K +10,526 +27%
SWM
103
SigFig Wealth Management
California
$1.29M +$18.6K +720 +1%
AI
104
Atria Investments
North Carolina
$1.24M +$1.24M +48,056 New
BL
105
BFSG LLC
California
$1.22M +$1.22M +47,074 New
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$1.2M -$14.4M -557,552 -92%
CF
107
Corrigan Financial
Rhode Island
$1.15M +$70.5K +2,730 +7%
HB
108
Homrich & Berg
Georgia
$1.13M -$6.05M -234,482 -84%
GAM
109
Gemmer Asset Management
California
$1.09M +$535K +20,730 +97%
TCM
110
Twele Capital Management
Minnesota
$1.03M +$89.3K +3,458 +10%
AWM
111
Avior Wealth Management
Nebraska
$1.02M +$79.1K +3,066 +8%
SWM
112
SVA Wealth Management
Wisconsin
$1.02M -$36.1K -1,400 -3%
GC
113
Garde Capital
Washington
$976K +$159K +6,166 +20%
WIC
114
Whitegate Investment Counselors
New Hampshire
$968K +$42.7K +1,656 +5%
AA
115
Advisory Alpha
Michigan
$938K +$935K +36,236 New
AACR
116
ACR Alpine Capital Research
Missouri
$933K -$18K -696 -2%
BL
117
BCWM LLC
Kansas
$885K -$11K -426 -1%
PFA
118
Pure Financial Advisors
California
$875K +$53.9K +2,088 +7%
CIAS
119
Capital Investment Advisory Services
North Carolina
$863K +$7.02K +272 +0.8%
PFM
120
Phillips Financial Management
Indiana
$846K +$73.9K +2,862 +10%
MI
121
Moneywise Inc
Virginia
$821K -$31.9K -1,234 -4%
LA
122
LVW Advisors
New York
$811K +$31.4K +1,216 +4%
MAS
123
Madden Advisory Services
Florida
$787K -$106K -4,116 -12%
SDWMA
124
Schneider Downs Wealth Management Advisors
Pennsylvania
$781K +$319K +12,370 +70%
GI
125
Gradient Investments
Minnesota
$773K -$52.6K -2,036 -6%