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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
FF
151
Friedenthal Financial
New Jersey
$3.88M -$71.2K -3,103 -2%
BIM
152
Breakwater Investment Management
Washington
$3.84M -$475K -20,689 -11%
PWM
153
Perigon Wealth Management
California
$3.81M +$15.8K +687 +0.4%
CFGSD
154
Compass Financial Group (South Dakota)
South Dakota
$3.79M +$600K +26,134 +19%
EWM
155
Empirical Wealth Management
Washington
$3.68M -$169K -7,378 -4%
LWA
156
Lifelong Wealth Advisors
Minnesota
$3.52M -$23.2K -1,009 -0.7%
OC
157
Oarsman Capital
Wisconsin
$3.51M +$803K +34,986 +30%
VFS
158
Valpey Financial Services
New Hampshire
$3.48M +$3.44M +149,756 New
NI
159
NYL Investors
New York
$3.46M -$108K -4,703 -3%
PIMG
160
Patriot Investment Management Group
Tennessee
$3.46M +$100K +4,368 +3%
HCWM
161
Hidden Cove Wealth Management
Washington
$3.41M -$1.04M -45,377 -24%
NFTC
162
North Forty Two & Co
Oregon
$3.35M -$4.59K -200 -0.1%
CHA
163
Cooper/Haims Advisors
New York
$3.29M +$811K +35,343 +33%
GFWA
164
Grey Fox Wealth Advisors
Delaware
$3.26M -$145K -6,320 -4%
CWM
165
Chesapeake Wealth Management
Virginia
$3.23M -$88.2K -3,845 -3%
MLA
166
My Legacy Advisors
Oregon
$3.2M -$220K -9,570 -6%
EWA
167
Emergent Wealth Advisors
New York
$3.19M -$82K -3,574 -3%
RIM
168
Redwood Investment Management
Arizona
$3.13M -$122K -5,302 -4%
DAS
169
Diversify Advisory Services
Utah
$3.1M +$3.07M +133,755 New
GRP
170
Global Retirement Partners
California
$3.09M +$3.05M +133,131 New
PFGIA
171
Patriot Financial Group Insurance Agency
Massachusetts
$2.99M -$230K -10,038 -7%
FIA
172
Foundations Investment Advisors
Arizona
$2.9M +$231K +10,067 +9%
CFMC
173
Curbstone Financial Management Corp
New Hampshire
$2.88M -$91.8K -4,000 -3%
LTL
174
Lowery Thomas LLC
California
$2.88M -$19.3K -841 -0.7%
HI
175
Harbour Investments
Wisconsin
$2.87M -$465K -20,285 -14%
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