Notable Holders of SCHWAB US AGGREGATE BOND ETF (SCHZ)
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* Does Not Fully Represent All Holders
| Fund | Title | Shares | % Owned | Source |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | COM | 6,469,090 | 58.81% | 13F |
| Financial Engines Advisors L.L.C. | ETP | 2,460,247 | 22.37% | 13F |
| Baker Avenue Asset Management, LP | ETF | 1,695,268 | 15.41% | 13F |
| Live Your Vision, LLC | ETF | 884,148 | 8.04% | 13F |
| Reby Advisors, LLC | ETF | 690,632 | 6.28% | 13F |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | EXCHANGE TRADED FUND | 497,549 | 4.52% | 13F |
| JMG Financial Group, Ltd. | COM | 239,355 | 2.18% | 13F |
| Vantage Financial Partners, LLC | ETF | 184,960 | 1.68% | 13F |
| Watermark Asset Management, Inc. | ETF | 137,080 | 1.25% | 13F |
| Marotta Asset Management | COM | 136,018 | 1.24% | 13F |
| OLD MISSION CAPITAL LLC | ETP | 130,995 | 1.19% | 13F |
| Bogart Wealth, LLC | ETF | 105,566 | 0.96% | 13F |
| Strategic Blueprint, LLC | ETF | 94,259 | 0.86% | 13F |
| CREATIVE FINANCIAL DESIGNS INC /ADV | ETF | 84,638 | 0.77% | 13F |
| Bartlett & Co. LLC | ETF FI | 82,145 | 0.75% | 13F |
| AdvisorNet Financial, Inc | ETF | 76,575 | 0.70% | 13F |
| NYL Investors LLC | US AGGREGATE B | 67,300 | 0.61% | 13F |
| Feltz Wealth PLAN Inc. | Stock/ETF | 63,844 | 0.58% | 13F |
| FIFTH THIRD SECURITIES, INC. | Exchange Traded Fund | 60,209 | 0.55% | 13F |
| Portfolio Solutions | ETF | 58,835 | 0.53% | 13F |
| OLD MISSION CAPITAL, LLC | ETP | 57,637 | 0.52% | 13F |
| VERITY Wealth Advisors | ETF | 55,904 | 0.51% | 13F |
| CAPTRUST FINANCIAL ADVISORS | ETF | 48,631 | 0.44% | 13F |
| Kades & Cheifetz LLC | COM | 47,565 | 0.43% | 13F |
| Graves-Light Private Wealth Management, Inc. | ETF | 47,492 | 0.43% | 13F |
| Vantage Investment Advisors, LLC | COM | 45,795 | 0.42% | 13F |
| Connectus Wealth, LLC | Com | 45,044 | 0.41% | 13F |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | ETF | 44,981 | 0.41% | 13F |
| Clearview Wealth Advisors LLC | ETF | 37,270 | 0.34% | 13F |
| Grey Fox Wealth Advisors, LLC | ETF | 36,827 | 0.33% | 13F |
| OHE FINANCIAL INC | ETF | 28,876 | 0.26% | 13F |
| TRANSCEND WEALTH COLLECTIVE, LLC | ETF | 22,962 | 0.21% | 13F |
| LATHROP INVESTMENT MANAGEMENT CORP | ETF | 21,504 | 0.20% | 13F |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | COM | 20,746 | 0.19% | 13F |
| Gradient Capital Advisors, LLC | ETF | 20,697 | 0.19% | 13F |
| Parallel Advisors, LLC | ETF | 20,101 | 0.18% | 13F |
| Red Tortoise LLC | ETF | 18,502 | 0.17% | 13F |
| Benedetti & Gucer, Inc. | Equity | 16,822 | 0.15% | 13F |
| VAUGHAN DAVID INVESTMENTS INC/IL | schz | 12,028 | 0.11% | 13F |
| Worth Asset Management, LLC | ETF | 11,990 | 0.11% | 13F |
| Abbrea Capital, LLC | ETF | 11,850 | 0.11% | 13F |
| Versant Capital Management, Inc | ETF | 11,362 | 0.10% | 13F |
| Davis Capital Management | ETF | 11,132 | 0.10% | 13F |
| Burns Matteson Capital Management, LLC | ETF | 11,115 | 0.10% | 13F |
| Permit Capital Advisors, LLC | Exchange Traded Fund | 10,891 | 0.10% | 13F |
| Highwater Wealth Management, LLC | ETF | 10,198 | 0.09% | 13F |
| DENVER INVESTMENT ADVISORS LLC | ETF | 7,011 | 0.06% | 13F |
| Rock Point Advisors, LLC | US AGGREGATE B | 5,452 | 0.05% | 13F |
| Modus Advisors, LLC | ETF | 4,661 | 0.04% | 13F |
| InterOcean Capital Group, LLC | ETF | 4,396 | 0.04% | 13F |
| Filbrandt Wealth Management, LLC | COM | 4,366 | 0.04% | 13F |
| Covenant Multifamily Offices, LLC | US AGGREGATE B | 4,302 | 0.04% | 13F |
| OLD DOMINION CAPITAL MANAGEMENT INC | ETF | 4,180 | 0.04% | 13F |
| Fortis Advisors, LLC | ETF | 3,996 | 0.04% | 13F |
| Front Row Advisors LLC | ETF | 2,918 | 0.03% | 13F |
| CARY STREET PARTNER INVESTMENT ADVISORY LLC | ETF | 2,180 | 0.02% | 13F |
| EverSource Wealth Advisors, LLC | ETF | 1,454 | 0.01% | 13F |
| Horan Securities, Inc. | ETF | 1,218 | 0.01% | 13F |
