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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
101
TimeScale Financial
Massachusetts
$5.65M -$1.99M -71,208 -26%
WAM
102
Wakefield Asset Management
Colorado
$5.63M +$52.7K +1,886 +0.9%
MGIA
103
Moneta Group Investment Advisors
Missouri
$5.49M +$439K +15,688 +9%
SPA
104
Sentinel Pension Advisors
Massachusetts
$5.47M +$317K +11,342 +6%
PS
105
Portfolio Solutions
Michigan
$5.34M +$329K +11,764 +7%
SBL
106
Sargent Bickham Lagudis
Colorado
$5.29M -$2.16M -77,300 -29%
GAM
107
Gemmer Asset Management
California
$5.16M +$221K +7,894 +4%
FTUS
108
Flow Traders U.S.
New York
$5.12M +$4.54M +162,370 +792%
JFG
109
JMG Financial Group
Illinois
$4.99M -$67K -2,396 -1%
SFS
110
Summit Financial Strategies
Ohio
$4.97M +$150K +5,372 +3%
WA
111
Waverly Advisors
Alabama
$4.97M +$309K +11,052 +7%
HC
112
Hoese & Co
Minnesota
$4.91M +$4.94M +176,536 New
EWM
113
Empirical Wealth Management
Washington
$4.86M +$17.7K +634 +0.4%
SWM
114
SigFig Wealth Management
California
$4.84M +$828K +29,608 +21%
BDFN
115
Bond & Devick Financial Network
Minnesota
$4.76M +$4.75M +169,800 New
TWM
116
Triton Wealth Management
Arizona
$4.63M -$4.69M -167,808 -50%
BWM
117
BerganKDV Wealth Management
Minnesota
$4.31M -$21.1K -754 -0.5%
RWM
118
Reston Wealth Management
Virginia
$4.3M +$335K +11,962 +8%
PEA
119
Pacific Edge Advisors
California
$4.21M +$235K +8,400 +6%
LWM
120
Laidlaw Wealth Management
New York
$4.1M +$2.61M +93,232 +176%
VAS
121
Valicenti Advisory Services
New York
$4.08M +$1.68M +60,006 +70%
PIMG
122
Patriot Investment Management Group
Tennessee
$4.06M -$9.22M -329,848 -69%
SFA
123
Souders Financial Advisors
Ohio
$3.96M +$108K +3,878 +3%
RWM
124
RKL Wealth Management
Pennsylvania
$3.91M -$1.73K -62 -0%
CCM
125
Crabel Capital Management
California
$3.89M +$3.88M +138,834 New
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