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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
126
Aspiriant LLC
California
$2.46M -$296K -11,376 -11%
CWP
127
Capital Wealth Planning
Florida
$2.44M +$2.4M +92,152 New
ACA
128
Aptus Capital Advisors
Alabama
$2.42M +$178K +6,832 +8%
CMP
129
Courage Miller Partners
Virginia
$2.4M -$6.31M -242,694 -73%
KWM
130
Kingsview Wealth Management
Oregon
$2.38M +$24.7K +948 +1%
BCI
131
Brinker Capital Investments
Pennsylvania
$2.38M -$347K -13,360 -13%
SWM
132
SeaCrest Wealth Management
New York
$2.31M -$176K -6,768 -7%
HFA
133
Huber Financial Advisors
Illinois
$2.26M -$43.1K -1,658 -2%
RFA
134
Reilly Financial Advisors
California
$2.26M +$176K +6,758 +9%
AIM
135
AMI Investment Management
Indiana
$2.25M -$141K -5,428 -6%
BIA
136
BHK Investment Advisors
Alabama
$2.24M -$437K -16,808 -17%
A
137
AdvicePeriod
California
$2.24M +$423K +16,248 +24%
CF
138
Corrigan Financial
Rhode Island
$2.18M +$84K +3,230 +4%
HWA
139
HHM Wealth Advisors
Tennessee
$2.16M +$263K +10,102 +14%
GC
140
Garde Capital
Washington
$2.15M +$206K +7,904 +11%
SDWMA
141
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.14M +$353K +13,570 +20%
GCA
142
Gradient Capital Advisors
California
$2.13M -$676 -26 -0%
SC
143
Savant Capital
Illinois
$2.06M +$2.02M +77,770 New
CWS
144
Cypress Wealth Services
California
$2.04M +$17.2K +662 +0.9%
IDA
145
Intelligence Driven Advisers
California
$1.98M -$177K -6,790 -8%
LFA
146
Landmark Financial Advisors
Kentucky
$1.96M -$260K -10,002 -12%
BL
147
BFSG LLC
California
$1.88M -$15.9K -612 -0.9%
B
148
Bailard
California
$1.82M +$649K +24,940 +57%
VV
149
Valentine Ventures
Oregon
$1.79M -$96.9K -3,726 -5%
VAS
150
Valicenti Advisory Services
New York
$1.71M -$982K -37,756 -37%
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