We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EA
301
Edge Advisors
Georgia
$22K +$157 +6 +0.7%
KJWM
302
Kiley Juergens Wealth Management
Washington
$20K +$20.2K +774 New
VFA
303
Valeo Financial Advisors
Indiana
$18K +$12.2K +468 +198%
SWA
304
Sutton Wealth Advisors
Florida
$16.8K -$1.98K -76 -11%
NC
305
NewSquare Capital
Pennsylvania
$13K
YWP
306
YorkBridge Wealth Partners
New York
$9K
MPPLM
307
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$9K +$8.77K +336 New
SC
308
Slow Capital
California
$8K +$8.24K +316 New
CPIG
309
Chicago Partners Investment Group
Illinois
$7K +$52 +2 +0.8%
HCM
310
Horrell Capital Management
Arkansas
$5K
ADL
311
Asset Dedication LLC
California
$4K +$4.49K +172 New
Barclays
312
Barclays
United Kingdom
$3K +$2.61K +100 New
CDIA
313
Capital Directions Investment Advisors
Georgia
$3K +$3.03K +116 New
SJIM
314
St. Johns Investment Management
Florida
$2K -$47.6K -1,826 -95%
BWM
315
Baystate Wealth Management
Massachusetts
$2K
SHJ
316
Sharkey, Howes & Javer
Colorado
$2K +$1.83K +70 New
TL
317
TrueWealth LLC
Georgia
$1K +$835 +32 New
KFA
318
Kabarec Financial Advisors
Illinois
$1K +$1.04K +40 New
BCP
319
Blackhawk Capital Partners
Wisconsin
$1K +$1.36K +52 New
PFA
320
Pure Financial Advisors
California
-$1.06M -40,384 Closed
CAM
321
Cubic Asset Management
Massachusetts
-$441K -16,850 Closed
KFA
322
Kelleher Financial Advisors
New York
-$313K -11,992 Closed
OAM
323
Oxford Asset Management
United Kingdom
-$296K -11,290 Closed
AIM
324
Aspen Investment Management
Michigan
-$209K -8,000 Closed
NFG
325
Next Financial Group
Texas
-$20K -768 Closed