We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
401
FAS Wealth Partners
Kansas
$460K +$34.8K +1,521 +8%
CAL
402
Capital Advisors Ltd
Ohio
$455K – – –
RGF
403
Retirement Guys Formula
Ohio
$454K -$5.73K -250 -1%
BC
404
Bowman & Company
Wisconsin
$453K -$566K -24,712 -56%
VCM
405
Versant Capital Management
Arizona
$453K -$30.4K -1,325 -6%
HCP
406
Hardin Capital Partners
South Carolina
$452K +$5.79K +253 +1%
ZIM
407
Zacks Investment Management
Illinois
$451K -$153K -6,694 -26%
OAP
408
One Advisory Partners
Kansas
$449K +$135K +5,875 +43%
WA
409
Wealth Alliance
New York
$448K +$80.9K +3,530 +22%
FEM
410
Fulcrum Equity Management
Texas
$446K -$7.28K -318 -2%
WPC
411
Wedmont Private Capital
Pennsylvania
$446K – – –
MWG
412
Martin Worley Group
Utah
$441K +$22.4K +979 +5%
CF
413
Centaurus Financial
California
$434K +$51.1K +2,232 +14%
SFP
414
Sherwood Financial Partners
California
$434K -$48.2K -2,104 -10%
FMWA
415
Forvis Mazars Wealth Advisors
Missouri
$430K -$336K -14,677 -44%
FA
416
Fermata Advisors
California
$427K – – –
OSAM
417
O'Shaughnessy Asset Management
Connecticut
$426K +$421K +18,372 +1,837,200%
QWP
418
Quotient Wealth Partners
Texas
$425K +$421K +18,371 New
FA
419
FDx Advisors
Illinois
$425K -$3K -131 -0.7%
HSA
420
HBK Sorce Advisory
Pennsylvania
$423K -$2.34K -102 -0.6%
KWM
421
Kingsview Wealth Management
Oregon
$419K -$259K -11,290 -38%
W
422
WealthCollab
Washington
$418K -$33.3K -1,453 -7%
RRCM
423
Rappaport Reiches Capital Management
Illinois
$409K -$1.4K -61 -0.3%
JF
424
Joule Financial
Kentucky
$409K -$3.25K -142 -0.8%
SPWG
425
Syntegra Private Wealth Group
Missouri
$408K -$31.1K -1,359 -7%
15 16
17
18 19