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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
101
Tempus Wealth Planning
California
$6.66M +$572K +24,756 +9%
RSWM
102
Robertson Stephens Wealth Management
California
$6.57M -$1.22M -52,630 -15%
MAM
103
Marotta Asset Management
Virginia
$6.51M -$51.9K -2,247 -0.8%
FCH
104
Freestone Capital Holdings
Washington
$6.45M -$640K -27,719 -9%
TA
105
TPG Advisors
Illinois
$6.4M +$147K +6,380 +2%
PAS
106
Park Avenue Securities
New York
$6.35M +$1.46M +63,142 +29%
ACA
107
Affinity Capital Advisors
California
$6.29M +$1.67M +72,211 +35%
PFM
108
Peak Financial Management
Massachusetts
$6.26M +$589K +25,508 +10%
ISWM
109
Independent Solutions Wealth Management
New York
$6.19M -$820K -35,477 -12%
AWM
110
Avior Wealth Management
Nebraska
$6.12M +$145K +6,293 +2%
CNWM
111
Clay Northam Wealth Management
California
$6.09M -$831K -35,983 -12%
FTS
112
Fifth Third Securities
Ohio
$6.09M +$108K +4,666 +2%
SFG
113
SNS Financial Group
Minnesota
$6.01M +$47K +2,036 +0.8%
SPAS
114
Spectrum Planning & Advisory Services
California
$5.98M -$396K -17,144 -6%
BWL
115
Bogart Wealth LLC
Virginia
$5.67M +$177K +7,677 +3%
FF
116
Fairway Financial
Florida
$5.67M +$5.77M +249,780 New
OMC
117
Old Mission Capital
Illinois
$5.52M +$5.61M +243,032 New
CAG
118
Curtis Advisory Group
California
$5.5M +$805K +34,861 +17%
DWP
119
Daymark Wealth Partners
Ohio
$5.45M +$724K +31,332 +15%
SWM
120
SigFig Wealth Management
California
$5.4M +$739K +31,979 +8%
CFD
121
Creative Financial Designs
Indiana
$5.34M +$84K +3,636 +2%
CRC
122
Curi RMB Capital
Illinois
$5.13M +$211K +9,118 +4%
MCA
123
Midwest Capital Advisors
Michigan
$5.13M +$5.22M +225,814 New
VPP
124
Vertex Planning Partners
Illinois
$5.12M +$138K +5,984 +3%
PFM
125
Phillips Financial Management
Indiana
$5.1M -$62K -2,684 -1%
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