We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
276
Alpha Omega Wealth Management
Virginia
$753K -$178K -7,802 -19%
DBRC
277
D.B. Root & Company
Pennsylvania
$740K -$96.9K -4,258 -12%
BL
278
BCWM LLC
Kansas
$739K +$5.42K +238 +0.7%
TCA
279
Transcend Capital Advisors
New Jersey
$735K +$13.3K +586 +2%
LFA
280
Landmark Financial Advisors
Kentucky
$734K -$35.1K -1,540 -5%
EK
281
Evensky & Katz
Florida
$729K -$1.32M -58,112 -65%
CAL
282
Capital Advisors Ltd
Ohio
$717K +$715K +31,418 New
AHC
283
Anderson Hoagland & Co
Missouri
$714K +$97.8K +4,298 +17%
LFA
284
Laraway Financial Advisors
Minnesota
$708K -$8.65K -380 -1%
SCM
285
Stonehearth Capital Management
Massachusetts
$706K +$705K +30,946 New
CFG
286
Cooper Financial Group
California
$703K -$10.7K -470 -2%
AWG
287
Altus Wealth Group
Colorado
$690K +$688K +30,210 New
MHB
288
Midwest Heritage Bank
Iowa
$681K -$122K -5,338 -15%
SFG
289
Sage Financial Group
Pennsylvania
$678K -$38.4K -1,688 -5%
RF
290
RHS Financial
California
$677K -$1.22M -53,590 -64%
CCM
291
Crabel Capital Management
California
$669K +$667K +29,302 New
TFA
292
Teamwork Financial Advisors
Texas
$661K -$221K -9,686 -25%
AIP
293
Ameritas Investment Partners
Nebraska
$654K +$653K +28,662 New
AAS
294
Annex Advisory Services
Wisconsin
$647K +$646K +28,356 New
JF
295
Joule Financial
Kentucky
$638K -$70.4K -3,094 -10%
ACMA
296
Arbor Capital Management (Alaska)
Alaska
$637K -$18.8K -824 -3%
AL
297
Aspiriant LLC
California
$627K +$261K +11,458 +72%
EWA
298
EP Wealth Advisors
California
$625K -$46.7K -2,052 -7%
WAM
299
WNY Asset Management
New York
$625K -$127K -5,588 -17%
VPP
300
Vertex Planning Partners
Illinois
$608K +$606K +26,620 New
10 11
12
13 14