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Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.4M +$10.7M +411,832 New
Jane Street
2
Jane Street
New York
$9.48M +$9.74M +375,306 New
UCFA
3
United Capital Financial Advisors
Texas
$4.62M +$4.75M +182,944 New
BSB
4
Bangor Savings Bank
Maine
$3.71M +$3.81M +146,698 New
MAS
5
Madden Advisory Services
Florida
$3.65M +$3.74M +144,304 New
AI
6
Atria Investments
North Carolina
$3.54M +$3.64M +140,128 New
BWP
7
BSW Wealth Partners
Colorado
$3.44M +$3.53M +136,054 New
KCG
8
Knight Capital Group
$3.21M +$3.29M +126,942 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.03M +$3.11M +119,966 New
RPGK
10
Retirement Planning Group (Kansas)
Kansas
$2.53M +$2.6M +100,182 New
BSW
11
Buckingham Strategic Wealth
Missouri
$2M +$2.05M +79,094 New
AA
12
Alesco Advisors
New York
$2M +$2.05M +79,014 New
HSA
13
HBK Sorce Advisory
Pennsylvania
$1.49M +$1.53M +58,872 New
RMA
14
Roffman Miller Associates
Pennsylvania
$1.39M +$1.43M +54,930 New
WA
15
Waverly Advisors
Alabama
$1.22M +$1.25M +48,230 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$999K +$1.03M +39,540 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$941K +$967K +37,256 New
BL
18
BCWM LLC
Kansas
$788K +$809K +31,200 New
CMP
19
Courage Miller Partners
Virginia
$708K +$727K +28,026 New
EWM
20
Empirical Wealth Management
Washington
$692K +$711K +27,392 New
APCM
21
Alaska Permanent Capital Management
Alaska
$646K +$664K +25,580 New
LYV
22
Live Your Vision
Pennsylvania
$607K +$627K +24,148 New
MAM
23
Marquette Asset Management
Minnesota
$439K +$451K +17,374 New
AIM
24
Aspen Investment Management
Michigan
$408K +$419K +16,140 New
BAS
25
Brown Advisory Securities
Maryland
$391K +$401K +15,444 New
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