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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
101
SigFig Wealth Management
California
$3.63M +$104K +3,998 +3%
PEA
102
Pacific Edge Advisors
California
$3.63M -$8.48M -326,000 -70%
C
103
Clearshares
New York
$3.62M +$3.55M +136,600 New
FI
104
FormulaFolio Investments
Michigan
$3.44M -$1.16M -44,712 -26%
PFM
105
Peak Financial Management
Massachusetts
$3.37M +$27.3K +1,050 +0.8%
CM
106
Columbus Macro
Pennsylvania
$3.31M -$271K -10,420 -8%
JWM
107
Janiczek Wealth Management
Colorado
$3.27M -$79.5K -3,056 -2%
NI
108
NYL Investors
New York
$3.21M -$26K -1,000 -0.8%
MA
109
Mutual Advisors
Nebraska
$3.19M +$375K +14,426 +14%
SP
110
SWS Partners
Ohio
$3.16M +$3.1M +119,376 New
MWM
111
MorganRosel Wealth Management
Colorado
$3.12M +$512K +19,670 +20%
HWMG
112
Hurlow Wealth Management Group
Indiana
$3.11M +$422K +16,226 +16%
VDFA
113
Vickerman & Driscoll Financial Advisors
Washington
$3.1M +$96.6K +3,716 +3%
CFMC
114
Curbstone Financial Management Corp
New Hampshire
$3.04M +$538K +20,700 +22%
OIWM
115
OptiFour Integrated Wealth Management
Virginia
$2.98M +$37K +1,424 +1%
SFS
116
Strategic Financial Services
New York
$2.85M +$80.9K +3,110 +3%
CW
117
CreativeOne Wealth
Kansas
$2.79M -$1.25M -48,166 -31%
NIC
118
Northwest Investment Counselors
Oregon
$2.77M +$746K +28,678 +38%
SFG
119
SNS Financial Group
Minnesota
$2.76M +$208K +8,008 +8%
OMC
120
Old Mission Capital
Illinois
$2.71M +$1.9M +73,042 +251%
FFN
121
Focus Financial Network
Minnesota
$2.63M +$197K +7,572 +8%
PAG
122
Private Advisor Group
New Jersey
$2.6M +$2.05M +78,810 +407%
SWP
123
Stratos Wealth Partners
Ohio
$2.58M +$197K +7,568 +8%
TFS
124
Thoroughbred Financial Services
Tennessee
$2.56M +$2.36M +90,742 New
VDI
125
Vaughan David Investments
Illinois
$2.46M -$174K -6,686 -7%
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5
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