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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
201
Kades & Cheifetz
Pennsylvania
$2.29M +$168K +7,260 +8%
OFG
202
Omega Financial Group
California
$2.22M -$362K -15,663 -14%
MW
203
Maia Wealth
Colorado
$2.21M -$2.35M -101,912 -51%
RFN
204
RDA Financial Network
Iowa
$2.21M +$922K +39,902 +69%
BSB
205
Bangor Savings Bank
Maine
$2.21M +$327K +14,157 +17%
GSWM
206
Greenup Street Wealth Management
Michigan
$2.19M -$935K -40,463 -30%
CW
207
CreativeOne Wealth
Kansas
$2.18M +$20.5K +886 +0.9%
AWE
208
Avidian Wealth Enterprises
Texas
$2.14M +$14K +605 +0.6%
BCI
209
Brinker Capital Investments
Pennsylvania
$2.13M +$760K +32,887 +54%
OPS
210
Orion Portfolio Solutions
Nebraska
$2.13M +$760K +32,887 +54%
CFO
211
CVA Family Office
Colorado
$2.13M +$264K +11,422 +14%
TW
212
Transform Wealth
Colorado
$2.1M +$112K +4,866 +6%
MCM
213
M1 Capital Management
Michigan
$2.07M +$2.11M +91,302 New
FFS
214
Fischer Financial Services
Pennsylvania
$2.07M +$2.11M +91,155 New
GRP
215
Global Retirement Partners
California
$2.05M -$409K -17,705 -16%
BCM
216
Brookstone Capital Management
Illinois
$2.05M +$121K +5,238 +6%
CFG
217
Cooper Financial Group
California
$2.03M +$912K +39,484 +79%
EFG
218
Elios Financial Group
Ohio
$2.02M +$28.2K +1,221 +1%
MFG
219
Midwest Financial Group
Kansas
$2M +$131K +5,687 +7%
SPI
220
Sutton Place Investors
New York
$2M +$7.74K +335 +0.4%
EHAM
221
Eagle Harbor Asset Management
Washington
$1.98M +$147K +6,359 +6%
BA
222
Ballast Advisors
Minnesota
$1.96M +$11.3K +489 +0.6%
VFIC
223
Valley Forge Investment Consultants
Pennsylvania
$1.95M +$110K +4,751 +6%
AC
224
AlphaCore Capital
California
$1.91M +$1.94M +84,076 +161,685%
OFS
225
Oldfather Financial Services
Nebraska
$1.91M +$304K +13,162 +19%
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