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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
S
201
SignatureFD
Georgia
$511K +$126K +4,812 +32%
WF
202
WealthTrust Fairport
Ohio
$501K +$79K +3,028 +19%
IFWM
203
Institute for Wealth Management
Colorado
$500K +$503K +19,266 New
BCP
204
Blue Chip Partners
Michigan
$491K +$2.97K +114 +0.6%
WWMSC
205
Wagner Wealth Management (South Carolina)
South Carolina
$491K +$494K +18,936 New
FAM
206
Foothills Asset Management
Arizona
$456K +$19.4K +744 +4%
PEA
207
Pacific Edge Advisors
California
$443K +$445K +17,040 New
WA
208
WBH Advisory
Maryland
$431K +$35.2K +1,348 +9%
FLA
209
Financial Life Advisors
Texas
$431K +$432K +16,550 New
H
210
HoyleCohen
California
$426K +$427K +16,368 New
XS
211
XML Securities
Maryland
$426K +$427K +16,378 New
AACR
212
ACR Alpine Capital Research
Missouri
$423K -$39.5K -1,514 -9%
SA
213
SRH Advisors
Kansas
$415K +$128K +4,900 +44%
PFG
214
Piershale Financial Group
Illinois
$406K -$390K -14,952 -49%
RW
215
REDW Wealth
New Mexico
$394K +$10.1K +388 +3%
PAG
216
Private Advisor Group
New Jersey
$393K +$85.6K +3,282 +28%
SSWM
217
Sheets Smith Wealth Management
North Carolina
$391K +$392K +15,026 New
SWP
218
Stratos Wealth Partners
Ohio
$380K +$25.4K +972 +7%
LAIC
219
Lederer & Associates Investment Counsel
California
$380K +$37.4K +1,434 +11%
PWM
220
Perigon Wealth Management
California
$366K -$798K -30,584 -69%
DIA
221
Denver Investment Advisors
Colorado
$365K – – –
BFM
222
Broadview Financial Management
Wisconsin
$362K +$363K +13,916 New
BFPW
223
BOK Financial Private Wealth
Colorado
$358K -$12.6K -482 -3%
GP
224
Girard Partners
Pennsylvania
$355K -$49.5K -1,898 -12%
PA
225
Pinnacle Associates
New York
$343K – – –
7 8
9
10 11