We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HP
326
Haven Private
Florida
$825K -$164K -7,137 -17%
AA
327
Alesco Advisors
New York
$821K -$154K -6,701 -16%
LA
328
Latitude Advisors
Florida
$813K -$82.1K -3,579 -9%
Focus Partners Wealth
329
Focus Partners Wealth
Massachusetts
$797K +$140K +6,087 +22%
GC
330
GatePass Capital
Ohio
$796K +$5.67K +247 +0.7%
RC
331
Roundview Capital
New Jersey
$789K -$8.1K -353 -1%
O3W
332
Omni 360 Wealth
New Jersey
$789K -$9.96K -434 -1%
GCA
333
Gradient Capital Advisors
California
$784K -$40.5K -1,767 -5%
CCFM
334
Clear Creek Financial Management
Washington
$780K -$819K -35,706 -52%
Lido Advisors
335
Lido Advisors
California
$775K -$31.3K -1,362 -4%
CPIG
336
Chicago Partners Investment Group
Illinois
$774K +$102K +4,452 +15%
US Bancorp
337
US Bancorp
Minnesota
$769K +$12.6K +551 +2%
SFA
338
Semmax Financial Advisors
North Carolina
$759K +$17.2K +751 +2%
JWA
339
JFS Wealth Advisors
Pennsylvania
$756K +$6.17K +269 +0.8%
PAG
340
Powers Advisory Group
Illinois
$751K +$78.5K +3,422 +12%
BFG
341
Beacon Financial Group
Texas
$744K -$21.3K -929 -3%
CA
342
CWC Advisors
Oregon
$730K +$27K +1,175 +4%
TA
343
Tactive Advisors
Florida
$725K +$716K +31,203 New
JWS
344
Juncture Wealth Strategies
Arizona
$722K -$32.3K -1,406 -4%
FFA
345
Farther Finance Advisors
California
$719K -$301K -13,112 -30%
SWA
346
Stratos Wealth Advisors
Ohio
$715K -$24.7K -1,078 -3%
RFA
347
Resurgent Financial Advisors
Georgia
$713K -$65.1K -2,836 -8%
KPWS
348
Kestra Private Wealth Services
Texas
$710K +$188K +8,183 +37%
DLCIG
349
D.L. Carlson Investment Group
New Hampshire
$709K +$941 +41 +0.1%
EWM
350
Endowment Wealth Management
Wisconsin
$701K -$29.7K -1,294 -4%