We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
376
SRH Advisors
Kansas
$281K – – –
IRC
377
Investors Research Corp
Georgia
$279K +$11.6K +416 +4%
CMA
378
Cedar Mountain Advisors
Oregon
$277K +$23.2K +830 +9%
MPW
379
MA Private Wealth
California
$275K -$14K -500 -5%
CFA
380
Cahill Financial Advisors
Minnesota
$275K +$4.92K +176 +2%
ATC
381
Argent Trust Co
Tennessee
$275K +$274K +9,804 New
CSIA
382
Charles Schwab Investment Advisory
California
$273K +$273K +9,766 New
CWM
383
Curi Wealth Management
North Carolina
$270K +$270K +9,656 New
RWM
384
RBA Wealth Management
California
$267K +$3.69K +132 +1%
SBH
385
Segall Bryant & Hamill
Illinois
$265K – – –
CAG
386
Crestwood Advisors Group
Massachusetts
$260K -$302K -10,816 -54%
RCC
387
Red Cedar Capital
Nebraska
$260K +$1.96K +70 +0.8%
LFG
388
Larson Financial Group
Missouri
$253K +$29.1K +1,040 +13%
FHC
389
Fort Henry Capital
West Virginia
$251K +$251K +8,968 New
REMPR
390
Roof Eidam Maycock Peralta (REMP)
California
$250K – – –
HA
391
Harborview Advisors
Maine
$248K -$106K -3,796 -30%
PA
392
Pinnacle Associates
New York
$247K +$6.99K +250 +3%
SWM
393
Southern Wealth Management
Texas
$245K +$3.75K +134 +2%
FSWA
394
Financial Synergies Wealth Advisors
Texas
$245K -$384K -13,742 -61%
FCIM
395
Fairview Capital Investment Management
California
$243K -$11.2K -400 -4%
RJA
396
Raymond James & Associates
Florida
$242K -$58.8K -2,102 -20%
CIAS
397
Capital Investment Advisory Services
North Carolina
$242K -$8.61K -308 -3%
CMO
398
Covenant Multifamily Offices
Texas
$241K – – –
OWM
399
Orgel Wealth Management
Wisconsin
$240K – – –
CA
400
Cambridge Advisors
Nebraska
$237K – – –
14 15
16
17 18