We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
376
WesBanco Bank
West Virginia
$562K – – –
EFG
377
Embree Financial Group
Illinois
$559K -$9.55K -411 -2%
SF
378
Seek First
California
$555K +$9.43K +406 +2%
LAIC
379
Lederer & Associates Investment Counsel
California
$554K -$100K -4,314 -15%
D
380
Dentgroup
Louisiana
$552K -$14.6K -630 -3%
LAM
381
L2 Asset Management
Massachusetts
$552K -$15.2K -656 -3%
LGG
382
Luts & Greenleigh Group
Maryland
$549K – – –
LCM
383
Liberty Capital Management
Michigan
$543K -$44.5K -1,916 -8%
PA
384
PFG Advisors
Arizona
$540K +$534K +22,991 New
PC
385
Payne Capital
Oregon
$528K +$523K +22,492 New
MCA
386
Midwest Capital Advisors
Michigan
$527K -$1.65M -71,102 -76%
WPC
387
Wedmont Private Capital
Pennsylvania
$512K +$51.5K +2,215 +11%
FF
388
Friday Financial
Iowa
$499K +$494K +21,251 New
HP
389
Haven Private
Florida
$498K -$332K -14,304 -40%
IPA
390
Investment Planning Advisors
Georgia
$496K -$28.6K -1,231 -6%
PIA
391
Pinion Investment Advisors
Kansas
$496K +$487K +20,964 New
QC
392
Quadrature Capital
United Kingdom
$493K +$488K +21,025 New
NHFG
393
New Harbor Financial Group
Massachusetts
$491K – – –
BPWM
394
Badgley Phelps Wealth Managers
Washington
$490K +$8.2K +353 +2%
SHJ
395
Sharkey, Howes & Javer
Colorado
$485K +$481K +20,685 New
WFS
396
WealthGarden F.S.
California
$484K +$17.3K +745 +4%
SAM
397
Sawgrass Asset Management
Florida
$484K – – –
KLI
398
Kelman-Lazarov Inc
Tennessee
$483K -$35.4K -1,523 -7%
PA
399
Parallel Advisors
California
$469K +$22.7K +978 +5%
HCP
400
Hardin Capital Partners
South Carolina
$466K +$16.8K +724 +4%
14 15
16
17 18