We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWC
251
Adamsbrown Wealth Consultants
Kansas
$1.8M +$144K +6,124 +9%
NB
252
NBT Bank
New York
$1.8M
PMG
253
ProVise Management Group
Florida
$1.8M +$23.6K +1,004 +1%
IA
254
IFG Advisory
Georgia
$1.76M +$52.6K +2,238 +3%
KAS
255
Kestra Advisory Services
Texas
$1.75M +$26.7K +1,137 +2%
WA
256
WBH Advisory
Maryland
$1.7M -$4.67K -199 -0.3%
AWM
257
Act Wealth Management
Texas
$1.66M -$12.1K -517 -0.7%
PAG
258
Powers Advisory Group
Illinois
$1.65M +$1.64K +70 +0.1%
LPAM
259
Lodestar Private Asset Management
California
$1.64M +$13.3K +567 +0.8%
CAPTRUST Financial Advisors
260
CAPTRUST Financial Advisors
North Carolina
$1.64M +$82.6K +3,518 +5%
EFM
261
Eley Financial Management
Vermont
$1.63M +$77.8K +3,315 +5%
PEA
262
Park Edge Advisors
Ohio
$1.62M +$96.8K +4,124 +6%
CAG
263
Csenge Advisory Group
Florida
$1.62M -$73.6K -3,136 -4%
CTWM
264
Cherry Tree Wealth Management
Minnesota
$1.61M -$140K -5,964 -8%
SPI
265
Sutton Place Investors
New York
$1.59M -$116K -4,961 -7%
MWA
266
Merkkuri Wealth Advisors
New York
$1.55M +$423K +17,995 +37%
GCM
267
Gambit Capital Management
Tennessee
$1.54M +$1.55M +65,859 New
KJWM
268
Kiley Juergens Wealth Management
Washington
$1.52M +$135K +5,732 +10%
ISFAN
269
Investor's Fiduciary Advisor Network
Washington
$1.5M +$100K +4,269 +7%
SPL
270
Smart Portfolios LLC
Washington
$1.5M
SWM
271
Stockman Wealth Management
Montana
$1.47M +$47K +2,000 +3%
CPIG
272
Chicago Partners Investment Group
Illinois
$1.44M +$380K +16,182 +36%
HWA
273
HHM Wealth Advisors
Tennessee
$1.44M +$110K +4,683 +8%
FF
274
Farnam Financial
Arizona
$1.43M -$33.8K -1,441 -2%
MCA
275
MSH Capital Advisors
Arizona
$1.42M +$751 +32 +0.1%