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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
126
GeoWealth Management
Illinois
$2.67M +$2.65M +99,192 New
CW
127
CreativeOne Wealth
Kansas
$2.59M -$241K -9,000 -9%
BCI
128
Brinker Capital Investments
Pennsylvania
$2.55M +$130K +4,844 +5%
CWS
129
Cypress Wealth Services
California
$2.54M +$474K +17,722 +23%
KWM
130
Kingsview Wealth Management
Oregon
$2.54M +$121K +4,540 +5%
SDWMA
131
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.39M +$217K +8,106 +10%
SWM
132
SeaCrest Wealth Management
New York
$2.38M +$31.9K +1,194 +1%
RWM
133
Reston Wealth Management
Virginia
$2.38M +$796K +29,764 +51%
RFA
134
Reilly Financial Advisors
California
$2.37M +$73.7K +2,756 +3%
AL
135
Aspiriant LLC
California
$2.33M -$175K -6,556 -7%
A
136
AdvicePeriod
California
$2.31M +$35.8K +1,338 +2%
G
137
Gainplan
Michigan
$2.3M +$585K +21,872 +34%
CF
138
Corrigan Financial
Rhode Island
$2.3M +$84.4K +3,156 +4%
BIA
139
BHK Investment Advisors
Alabama
$2.26M -$18.8K -702 -0.8%
AIM
140
AMI Investment Management
Indiana
$2.24M -$52.1K -1,948 -2%
SC
141
Savant Capital
Illinois
$2.22M +$121K +4,540 +6%
GCA
142
Gradient Capital Advisors
California
$2.19M +$27.6K +1,032 +1%
GC
143
Garde Capital
Washington
$2.17M -$13.5K -504 -0.6%
RA
144
Rational Advisors
New York
$2.16M +$514K +19,204 +31%
WWM
145
WT Wealth Management
Arizona
$2.14M +$2.13M +79,576 New
CMP
146
Courage Miller Partners
Virginia
$2.04M -$396K -14,810 -16%
LFA
147
Landmark Financial Advisors
Kentucky
$1.99M +$1.87K +70 +0.1%
HFA
148
Huber Financial Advisors
Illinois
$1.98M -$317K -11,870 -14%
VDI
149
Vaughan David Investments
Illinois
$1.94M -$557K -20,840 -22%
CMBA
150
C.M. Bidwell & Associates
Hawaii
$1.81M +$1.27M +47,338 +236%
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