We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
W
251
Wealthquest
Ohio
$521K -$68.7K -2,568 -12%
3C
252
361 Capital
Colorado
$520K +$16.7K +626 +3%
LAIC
253
Lederer & Associates Investment Counsel
California
$516K -$18.7K -700 -4%
OC
254
Oarsman Capital
Wisconsin
$495K -$63.9K -2,390 -11%
FLA
255
Financial Life Advisors
Texas
$495K – – –
SSWM
256
Sheets Smith Wealth Management
North Carolina
$486K +$53.4K +1,998 +12%
SAM
257
SignalPoint Asset Management
Missouri
$486K +$482K +18,034 New
SS
258
Simplicity Solutions
Minnesota
$478K +$32.7K +1,224 +7%
CIC
259
Cutler Investment Counsel
Oregon
$475K +$53 +2 +0%
OPA
260
Old Port Advisors
Maine
$466K -$36.8K -1,376 -7%
ACM
261
AlphaStar Capital Management
North Carolina
$466K -$36.4K -1,362 -7%
WWM
262
Western Wealth Management
Colorado
$465K -$4.07K -152 -0.9%
H
263
HoyleCohen
California
$459K +$1.87K +70 +0.4%
SWA
264
Stratos Wealth Advisors
Ohio
$453K +$65.6K +2,454 +17%
BWA
265
Burt Wealth Advisors
Maryland
$436K -$25.1K -938 -5%
GVAG
266
Great Valley Advisor Group
Delaware
$434K -$99.7K -3,726 -19%
GI
267
GS Investments
Minnesota
$428K +$17.6K +658 +4%
FPCG
268
Fort Pitt Capital Group
Pennsylvania
$395K +$392K +14,662 New
AFS
269
Access Financial Services
Minnesota
$391K – – –
BAMG
270
Brand Asset Management Group
Missouri
$388K +$96.3K +3,600 +33%
AC
271
Alley Company
Illinois
$380K -$30.8K -1,150 -8%
AF
272
Allworth Financial
California
$379K -$16.4K -614 -4%
FAM
273
Foothills Asset Management
Arizona
$374K – – –
CAG
274
Crestwood Advisors Group
Massachusetts
$373K -$5.83K -218 -2%
RWA
275
River Wealth Advisors
Pennsylvania
$367K +$63.8K +2,384 +21%
9 10
11
12 13