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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
NI
126
NYL Investors
New York
$3.48M +$146K +5,400 +4%
SFG
127
Sage Financial Group
Pennsylvania
$3.43M +$2.57M +95,012 +295%
SBL
128
Sargent Bickham Lagudis
Colorado
$3.43M -$1.75M -64,824 -34%
BWA
129
Burt Wealth Advisors
Maryland
$3.29M +$2.37M +87,694 +255%
LWM
130
Laidlaw Wealth Management
New York
$3.27M +$3.28M +121,180 New
TNA
131
True North Advisors
Texas
$3.24M -$3.26M -120,634 Closed
FTS
132
Fifth Third Securities
Ohio
$3.22M +$180K +6,670 +6%
SWM
133
SeaCrest Wealth Management
New York
$3.21M -$34.6K -1,280 -1%
SWA
134
Stratos Wealth Advisors
Ohio
$3.21M +$2.75M +101,856 +589%
RRCM
135
Rappaport Reiches Capital Management
Illinois
$3.19M +$156K +5,782 +5%
CCM
136
Crabel Capital Management
California
$3.13M +$2.49M +92,000 +378%
PFM
137
Phillips Financial Management
Indiana
$3.08M +$224K +8,270 +8%
RJFSA
138
Raymond James Financial Services Advisors
Florida
$3.03M -$60.1K -2,222 -2%
CWS
139
Cypress Wealth Services
California
$2.98M -$123K -4,540 -4%
CBFP
140
Cedar Brook Financial Partners
Ohio
$2.97M +$224K +8,270 +8%
GCA
141
Genesee Capital Advisors
New York
$2.88M -$154K -5,690 -5%
BIP
142
Blueprint Investment Partners
North Carolina
$2.88M +$2.89M +106,772 New
C
143
Clearshares
New York
$2.86M – – –
NB
144
NBT Bank
New York
$2.79M +$165K +6,096 +6%
VFIC
145
Valley Forge Investment Consultants
Pennsylvania
$2.76M +$33K +1,220 +1%
CMBA
146
C.M. Bidwell & Associates
Hawaii
$2.74M +$9.73K +360 +0.4%
LTL
147
Lowery Thomas LLC
California
$2.65M +$2.65M +98,170 New
BWM
148
BerganKDV Wealth Management
Minnesota
$2.65M -$140K -5,166 -5%
CAG
149
Curtis Advisory Group
California
$2.61M +$134K +4,950 +5%
CAN
150
Cetera Advisor Networks
California
$2.58M +$779K +28,816 +43%
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