We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
426
Coldstream Capital Management
Washington
$332K +$77.2K +3,452 +32%
PIFP
427
Partners in Financial Planning
Virginia
$331K +$318K +14,212 New
AIMC
428
Alley Investment Management Company
Illinois
$330K
JWBC
429
J.W. Burns & Co
New York
$326K
FA
430
Fermata Advisors
California
$322K +$309K +13,828 New
WIA
431
World Investment Advisors
California
$319K -$3.58M -159,926 -92%
CIC
432
Carnegie Investment Counsel
Ohio
$319K -$43.2K -1,930 -12%
SW
433
Simplicity Wealth
New Jersey
$319K +$306K +13,692 New
AAS
434
Ameritas Advisory Services
Nebraska
$317K -$9.57K -428 -3%
Corient Private Wealth
435
Corient Private Wealth
Florida
$312K +$299K +13,364 New
SPA
436
Sentinel Pension Advisors
Massachusetts
$308K +$671 +30 +0.2%
CWM
437
Certus Wealth Management
California
$308K -$1.97K -88 -0.7%
CCA
438
Cobblestone Capital Advisors
New York
$297K -$13K -580 -4%
DZ Bank
439
DZ Bank
Germany
$296K +$241K +10,772 +558%
SA
440
Strategic Advocates
Utah
$296K -$157K -7,030 -36%
GWA
441
Geometric Wealth Advisors
District of Columbia
$295K -$4.7K -210 -2%
QCMNJ
442
Quantum Capital Management (New Jersey)
New Jersey
$295K -$7.79K -348 -3%
MCM
443
MidAtlantic Capital Management
Virginia
$293K +$281K +12,580 New
MA
444
MKT Advisors
California
$286K -$38.8K -1,734 -12%
WF
445
Whelan Financial
California
$285K -$10.6K -472 -4%
BJL
446
Brighton Jones LLC
Washington
$285K +$273K +12,222 New
LA
447
Latitude Advisors
Florida
$285K -$67.6K -3,022 -20%
TWM
448
Tradition Wealth Management
Minnesota
$280K +$9.8K +438 +4%
AWA
449
Acorn Wealth Advisors
Michigan
$279K
AWM
450
Apollon Wealth Management
South Carolina
$279K +$268K +11,958 New