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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
176
Ausdal Financial Partners
Iowa
$363K +$2.1K +80 +0.6%
SWP
177
Stratos Wealth Partners
Ohio
$357K +$1.78K +68 +0.5%
PA
178
Pinnacle Associates
New York
$345K -$7.34K -280 -2%
LAIC
179
Lederer & Associates Investment Counsel
California
$345K +$35.4K +1,350 +11%
IIC
180
Ironwood Investment Counsel
Arizona
$343K +$343K +13,096 New
FM
181
Foster & Motley
Ohio
$335K +$6.18K +236 +2%
KFA
182
Kelleher Financial Advisors
New York
$313K – – –
PAG
183
Private Advisor Group
New Jersey
$310K +$311K +11,856 New
OAM
184
Oxford Asset Management
United Kingdom
$296K +$296K +11,290 New
SA
185
SRH Advisors
Kansas
$289K – – –
PA
186
Paracle Advisors
Washington
$289K +$419 +16 +0.1%
CL
187
Choreo LLC
Illinois
$287K – – –
RPA
188
Rock Point Advisors
Vermont
$280K -$7.86K -300 -3%
AG
189
Advisor Group
Arizona
$270K -$60.6K -2,312 -18%
BJL
190
Brighton Jones LLC
Washington
$259K +$996 +38 +0.4%
MCM
191
Maple Capital Management
Vermont
$259K +$37.5K +1,430 +17%
UB
192
UMB Bank
Missouri
$258K -$14.5K -554 -5%
RCA
193
Rowland Carmichael Advisors
Arizona
$256K – – –
NDSI
194
Newman Dignan & Sheerar Inc
Rhode Island
$254K +$20.2K +772 +9%
HCA
195
Horan Capital Advisors
Ohio
$245K -$2.62K -100 -1%
AC
196
Alley Company
Illinois
$243K +$7.92K +302 +3%
GI
197
GS Investments
Minnesota
$238K +$33.1K +1,264 +16%
CA
198
Cambridge Advisors
Nebraska
$231K +$52 +2 +0%
KFA
199
Kays Financial Advisory
Georgia
$230K +$229K +8,750 New
MWM
200
Meridian Wealth Management
Kentucky
$230K +$230K +8,788 New
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