We are live on ! Find out more
SCHJ icon

Schwab 1-5 Year Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
51
WealthPLAN Partners
Nebraska
$592K +$344K +13,436 +138%
HighTower Advisors
52
HighTower Advisors
Illinois
$532K +$5.53K +216 +1%
Creative Planning
53
Creative Planning
Kansas
$505K +$507K +19,800 New
AFP
54
Ausdal Financial Partners
Iowa
$483K +$485K +18,942 New
WP
55
WealthSource Partners
California
$480K +$482K +18,840 New
IWC
56
Integrated Wealth Concepts
Massachusetts
$471K +$473K +18,482 New
Osaic Holdings
57
Osaic Holdings
Arizona
$450K +$452K +17,670 New
MCP
58
Mirador Capital Partners
California
$422K -$48.5K -1,896 -10%
SAM
59
Smithbridge Asset Management
Pennsylvania
$417K
CPFP
60
Clear Perspectives Financial Planning
Ohio
$394K +$395K +15,444 New
CSIA
61
Charles Schwab Investment Advisory
California
$388K +$169K +6,614 +77%
CAM
62
Costello Asset Management
Pennsylvania
$285K +$287K +11,200 New
ATWA
63
Arbor Trust Wealth Advisors
Michigan
$270K -$15.4K -600 -5%
HWMA
64
Heritage Wealth Management (Arizona)
Arizona
$235K +$236K +9,210 New
HAS
65
HBW Advisory Services
California
$223K +$224K +8,736 New
KAS
66
Kestra Advisory Services
Texas
$223K +$224K +8,742 New
IA
67
IFP Advisors
Florida
$202K +$99.3K +3,880 +97%
NFG
68
Next Financial Group
Texas
$152K +$153K +5,966 New
SL
69
Savior LLC
Massachusetts
$131K +$131K +5,132 New
SFS
70
Sowell Financial Services
Arkansas
$81K +$77.8K +3,040 +2,303%
FA
71
Fortis Advisors
Pennsylvania
$27K +$27K +1,056 New
LS
72
Leelyn Smith
Illinois
$25K
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$16K
SFSIG
74
San Francisco Sentry Investment Group
California
$16K
AA
75
Ancora Advisors
Ohio
$10K