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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
151
Allegis Investment Advisors
Idaho
$447K -$129K -5,000 -22%
WF
152
WealthTrust Fairport
Ohio
$430K +$59.1K +2,290 +16%
CWM
153
Concert Wealth Management
California
$422K -$182K -7,034 -30%
BFPW
154
BOK Financial Private Wealth
Colorado
$403K -$96.9K -3,752 -19%
GP
155
Girard Partners
Pennsylvania
$403K +$401K +15,548 New
PFM
156
Peak Financial Management
Massachusetts
$395K +$139K +5,400 +55%
AG
157
Advisor Group
Arizona
$382K -$147K -5,698 -28%
CAM
158
Cubic Asset Management
Massachusetts
$375K – – –
RW
159
REDW Wealth
New Mexico
$374K +$51.7K +2,004 +16%
UB
160
UMB Bank
Missouri
$366K +$131K +5,086 +56%
SWP
161
Stratos Wealth Partners
Ohio
$361K -$14.7K -570 -4%
AFP
162
Ausdal Financial Partners
Iowa
$354K -$49.5K -1,916 -12%
BC
163
Barnett & Company
Tennessee
$350K -$323K -12,510 -48%
PA
164
Pinnacle Associates
New York
$342K -$9.55K -370 -3%
FM
165
Foster & Motley
Ohio
$328K -$42.8K -1,658 -12%
MIAN
166
Mariner Independent Advisor Network
Kansas
$307K +$306K +11,850 New
EWA
167
EP Wealth Advisors
California
$306K -$523K -20,246 -63%
DIA
168
Denver Investment Advisors
Colorado
$300K – – –
FI
169
FormulaFolio Investments
Michigan
$290K +$289K +11,182 New
SA
170
SRH Advisors
Kansas
$286K +$113K +4,370 +65%
RPA
171
Rock Point Advisors
Vermont
$284K -$7.49K -290 -3%
CL
172
Choreo LLC
Illinois
$284K – – –
LAIC
173
Lederer & Associates Investment Counsel
California
$281K +$55.6K +2,152 +25%
WA
174
WBH Advisory
Maryland
$278K +$75.9K +2,940 +38%
FAM
175
Foothills Asset Management
Arizona
$273K +$273K +10,560 New
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