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Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIWM
101
OptiFour Integrated Wealth Management
Virginia
$3.03M +$46.7K +1,828 +2%
CWS
102
Cypress Wealth Services
California
$2.99M +$62.8K +2,454 +2%
OA
103
Opes Advisors
California
$2.98M +$309K +12,098 +12%
FG
104
Fiduciary Group
Georgia
$2.81M +$137K +5,340 +5%
DBRC
105
D.B. Root & Company
Pennsylvania
$2.74M +$505K +19,752 +23%
CFMC
106
Curbstone Financial Management Corp
New Hampshire
$2.74M +$1.19M +46,400 +76%
RWM
107
RKL Wealth Management
Pennsylvania
$2.73M +$1.18M +46,254 +76%
PS
108
Portfolio Solutions
Michigan
$2.73M +$1.11M +43,538 +69%
Wells Fargo
109
Wells Fargo
California
$2.71M +$89.6K +3,504 +3%
JWM
110
Janiczek Wealth Management
Colorado
$2.7M +$1.37M +53,728 +103%
SWM
111
SVA Wealth Management
Wisconsin
$2.67M -$1.26M -49,380 -33%
BCM
112
Boltwood Capital Management
California
$2.63M +$761K +29,744 +40%
MA
113
Mutual Advisors
Nebraska
$2.63M +$177K +6,914 +7%
SDWMA
114
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.57M +$790K +30,874 +44%
Allianz Asset Management
115
Allianz Asset Management
Germany
$2.57M +$290K +11,340 +13%
RC
116
Roundview Capital
New Jersey
$2.55M +$52.9K +2,068 +2%
VAS
117
Valicenti Advisory Services
New York
$2.51M +$419K +16,384 +20%
FC
118
FCA Corp
Texas
$2.49M -$61.7K -2,414 -2%
HGWM
119
Harvest Group Wealth Management
Massachusetts
$2.47M +$202K +7,884 +9%
PMG
120
ProVise Management Group
Florida
$2.41M -$340K -13,298 -12%
ACM
121
AlphaStar Capital Management
North Carolina
$2.39M +$59.3K +2,320 +3%
AIM
122
AMI Investment Management
Indiana
$2.32M -$235K -9,182 -9%
Bank of America
123
Bank of America
North Carolina
$2.31M -$24.5M -957,356 -91%
KWM
124
Kingsview Wealth Management
Oregon
$2.27M +$35K +1,370 +2%
LFA
125
Landmark Financial Advisors
Kentucky
$2.11M +$288K +11,280 +16%