We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
HNH
226
Hopwood Nicholas Hunter
$2.4M +$140K +6,046 +6%
MCA
227
Magnolia Capital Advisors
Mississippi
$2.4M – – –
SWM
228
SeaCrest Wealth Management
New York
$2.37M +$890K +38,481 +60%
NLA
229
Northern Lights Advisors
Washington
$2.33M -$41.2K -1,780 -2%
CAG
230
Csenge Advisory Group
Florida
$2.32M +$1.5K +65 +0.1%
CCFM
231
Clear Creek Financial Management
Washington
$2.31M +$439K +18,989 +23%
RFN
232
RDA Financial Network
Iowa
$2.23M +$252K +10,890 +13%
KF
233
K2 Financial
California
$2.22M +$140K +6,031 +7%
AWC
234
Adamsbrown Wealth Consultants
Kansas
$2.1M +$122K +5,260 +6%
SIM
235
Sterling Investment Management
Arizona
$2.09M -$13K -563 -0.6%
DWM
236
Diversify Wealth Management
Utah
$2.08M -$81.8K -3,533 -4%
DAS
237
Diversify Advisory Services
Utah
$2.08M +$2.11M +91,203 New
DCM
238
Dorato Capital Management
Colorado
$2.04M – – –
SWM
239
Sculati Wealth Management
Michigan
$2.02M +$185K +7,984 +10%
BWA
240
BlueSky Wealth Advisors
North Carolina
$1.98M -$3.26M -141,036 -62%
BL
241
BCWM LLC
Kansas
$1.98M -$52.3K -2,261 -3%
MW
242
Maia Wealth
Colorado
$1.98M -$325K -14,038 -14%
AI
243
Atria Investments
North Carolina
$1.96M +$1.71M +73,940 +689%
BSB
244
Bangor Savings Bank
Maine
$1.93M -$55.6K -2,404 -3%
AWE
245
Avidian Wealth Enterprises
Texas
$1.91M +$24.4K +1,056 +1%
SWA
246
Sightline Wealth Advisors
Connecticut
$1.9M +$3.86K +167 +0.2%
ASN
247
Advisory Services Network
Georgia
$1.89M +$405K +17,506 +27%
LW
248
Livet Wealth
Utah
$1.88M -$15.6K -672 -0.8%
RPGK
249
Retirement Planning Group (Kansas)
Kansas
$1.87M -$99.9K -4,316 -5%
IAS
250
Integrity Advisory Solutions
Texas
$1.87M +$422K +18,219 +29%
8 9
10
11 12