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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FC
101
Financial Consulate
Maryland
$1.7M +$37.8K +1,444 +2%
BAM
102
Belpointe Asset Management
Nevada
$1.62M +$1.62M +61,856 New
SS
103
Simplicity Solutions
Minnesota
$1.62M +$252K +9,600 +18%
CWM
104
Cabot Wealth Management
Massachusetts
$1.59M -$1.03M -39,114 -39%
CF
105
Corrigan Financial
Rhode Island
$1.56M +$118K +4,508 +8%
LPL Financial
106
LPL Financial
California
$1.54M -$80.1K -3,056 -5%
BCM
107
Boltwood Capital Management
California
$1.51M -$10.6K -406 -0.7%
MAM
108
Marquette Asset Management
Minnesota
$1.51M +$6.71K +256 +0.4%
AI
109
Atria Investments
North Carolina
$1.5M +$72.6K +2,772 +5%
CIC
110
Carnegie Investment Counsel
Ohio
$1.46M +$93.3K +3,560 +7%
FC
111
Forte Capital
New York
$1.46M +$17.8K +678 +1%
KWM
112
Kingsview Wealth Management
Oregon
$1.46M +$380K +14,500 +35%
GC
113
Garde Capital
Washington
$1.37M +$315K +12,004 +30%
JWM
114
Janiczek Wealth Management
Colorado
$1.36M +$75.4K +2,876 +6%
BL
115
BFSG LLC
California
$1.33M +$56.5K +2,156 +4%
LFA
116
Landmark Financial Advisors
Kentucky
$1.32M -$4.77K -182 -0.4%
AWM
117
Avior Wealth Management
Nebraska
$1.24M +$1.24M +47,312 New
SWM
118
SigFig Wealth Management
California
$1.21M -$17.9K -684 -1%
AA
119
Advisory Alpha
Michigan
$1.18M +$78.1K +2,980 +7%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$1.17M -$9.91K -378 -0.8%
PWM
121
Perigon Wealth Management
California
$1.17M -$4.51K -172 -0.4%
SDWMA
122
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.15M +$97.2K +3,710 +9%
FCAG
123
First Capital Advisors Group
New Jersey
$1.13M +$468K +17,844 +70%
REMPR
124
Roof Eidam Maycock Peralta (REMP)
California
$1.13M -$1.46M -55,860 -56%
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$1.11M -$92K -3,512 -8%