We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
326
Main Street Financial Solutions
Pennsylvania
$488K -$13.9K -516 -3%
WF
327
Wayfinding Financial
Washington
$472K +$484K +17,904 New
RI
328
Rinkey Investments
California
$471K +$480K +17,756 New
VCM
329
Vivaldi Capital Management
Illinois
$458K -$119K -4,404 -21%
CWM
330
Cabot Wealth Management
Massachusetts
$457K -$27.1K -1,004 -6%
AAS
331
Ameritas Advisory Services
Nebraska
$456K +$458K +16,924 New
BS
332
Boenning & Scattergood
Pennsylvania
$455K +$106K +3,910 +30%
BG
333
Benedetti & Gucer
Georgia
$449K +$451K +16,694 New
PWA
334
Providence Wealth Advisors
Illinois
$444K +$52.3K +1,934 +13%
IFA
335
Index Fund Advisors
California
$439K +$440K +16,292 New
AC
336
Alley Company
Illinois
$435K +$3.35K +124 +0.8%
JP Morgan Chase
337
JP Morgan Chase
New York
$435K +$67.2K +2,486 +18%
BWA
338
BDO Wealth Advisors
Florida
$434K -$64.9K -2,400 -13%
MCM
339
Maple Capital Management
Vermont
$434K +$57.9K +2,142 +15%
LHEI
340
Leo H. Evart Inc
California
$434K +$435K +16,086 New
EAM
341
Empirical Asset Management
Massachusetts
$430K +$431K +15,944 New
HDIM
342
Hanson & Doremus Investment Management
Vermont
$420K -$5.51K -204 -1%
H
343
HoyleCohen
California
$420K +$2K +74 +0.5%
MA
344
MONECO Advisors
Connecticut
$415K -$291K -10,764 -41%
Bank of Montreal
345
Bank of Montreal
Ontario, Canada
$411K +$410K +15,168 New
GBWM
346
Granite Bay Wealth Management
New Hampshire
$403K +$404K +14,936 New
WWM
347
Western Wealth Management
Colorado
$396K +$397K +14,670 New
CIC
348
Carnegie Investment Counsel
Ohio
$390K -$40.7K -1,504 -9%
JWS
349
Juncture Wealth Strategies
Arizona
$387K +$388K +14,348 New
SFG
350
StrategIQ Financial Group
Indiana
$385K -$7.57K -280 -2%