We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
376
Meridian Wealth Management
Kentucky
$351K -$36.5K -1,612 -9%
CIC
377
Carnegie Investment Counsel
Ohio
$346K -$213K -9,410 -38%
LA
378
Latitude Advisors
Florida
$337K +$88K +3,884 +34%
ANTB
379
AMG National Trust Bank
Colorado
$332K -$3.85K -170 -1%
Prudential Financial
380
Prudential Financial
New Jersey
$329K +$37K +1,632 +12%
SQA
381
Simon Quick Advisors
New Jersey
$328K +$336K +14,832 New
AFA
382
AllGen Financial Advisors
Florida
$323K -$44.2K -1,952 -12%
LWMT
383
Legacy Wealth Management (Tennessee)
Tennessee
$320K +$37.3K +1,644 +13%
RWM
384
RBA Wealth Management
California
$318K +$22.3K +986 +7%
SCM
385
Stonehearth Capital Management
Massachusetts
$314K -$28K -1,234 -8%
AIMC
386
Alley Investment Management Company
Illinois
$313K +$1.13K +50 +0.4%
AAS
387
Ameritas Advisory Services
Nebraska
$311K +$318K +14,054 New
MA
388
MKT Advisors
California
$310K +$12.3K +544 +4%
JWBC
389
J.W. Burns & Co
New York
$310K +$317K +14,000 New
HF
390
HRT Financial
New York
$308K +$316K +13,958 New
TA
391
TrueWealth Advisors
Alabama
$308K +$42.7K +1,884 +16%
WWM
392
Western Wealth Management
Colorado
$304K +$68K +3,000 +28%
TWM
393
Triton Wealth Management
Arizona
$304K -$6.53K -288 -2%
RW
394
REDW Wealth
New Mexico
$299K -$72.9K -3,218 -19%
QCG
395
Quadrant Capital Group
Ohio
$298K -$38.9K -1,716 -11%
CCA
396
Cobblestone Capital Advisors
New York
$294K -$1.21M -53,538 -80%
CWM
397
Certus Wealth Management
California
$294K
SL
398
SWMG LLC
Texas
$292K +$300K +13,216 New
SPA
399
Sentinel Pension Advisors
Massachusetts
$292K +$72.2K +3,186 +32%
QCMNJ
400
Quantum Capital Management (New Jersey)
New Jersey
$287K +$13.1K +578 +5%