We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
426
TrustWell Financial Advisors
Florida
$462K – – –
FIA
427
Foundations Investment Advisors
Arizona
$462K +$155K +6,693 +50%
KPWS
428
Kestra Private Wealth Services
Texas
$458K -$73.5K -3,175 -14%
BFG
429
Beacon Financial Group
Texas
$454K +$7.71K +333 +2%
FA
430
FDx Advisors
Illinois
$452K -$2.01K -87 -0.4%
BAS
431
Breakthru Advisory Services
Wisconsin
$450K – – –
WPC
432
Wedmont Private Capital
Pennsylvania
$450K – – –
OAP
433
One Advisory Partners
Kansas
$449K +$3.56K +154 +0.8%
TPCW
434
TD Private Client Wealth
New York
$447K -$636K -27,497 -59%
CFS
435
Cannon Financial Strategists
Georgia
$444K +$1.69K +73 +0.4%
FC
436
Financial Consulate
Maryland
$433K – – –
SL
437
Sentinus LLC
Illinois
$430K -$2.57K -111 -0.6%
VWM
438
Vermillion Wealth Management
Minnesota
$423K -$838K -36,196 -66%
FA
439
Fermata Advisors
California
$422K -$25K -1,079 -6%
CW
440
Code Waechter
Florida
$422K +$422K +18,235 New
NA
441
Note Advisors
New York
$416K +$9.28K +401 +2%
IPA
442
Investment Planning Advisors
Georgia
$413K -$5K -216 -1%
PA
443
PSI Advisors
Florida
$413K +$65.9K +2,848 +19%
OCM
444
One Capital Management
California
$412K – – –
LAIC
445
Lederer & Associates Investment Counsel
California
$405K -$8.79K -380 -2%
BIA
446
Bigelow Investment Advisors
Maine
$404K -$7.87K -340 -2%
HOWA
447
Heritage Oak Wealth Advisors
Florida
$399K – – –
WP
448
WealthShield Partners
North Carolina
$399K -$6.65M -287,487 -94%
BRWA
449
B. Riley Wealth Advisors
Florida
$398K +$60.5K +2,616 +18%
LSA
450
Lansing Street Advisors
Pennsylvania
$395K +$18.3K +791 +5%
16 17
18
19 20