We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWG
451
Summit Wealth Group
Vermont
$271K -$13.9K -594 -5%
SFA
452
Souders Financial Advisors
Ohio
$267K -$10.9K -464 -4%
WF
453
Whelan Financial
California
$266K -$5.71K -244 -2%
AAS
454
Ameritas Advisory Services
Nebraska
$259K -$58.1K -2,482 -19%
WS
455
Wedbush Securities
California
$254K
KWM
456
Keebeck Wealth Management
Illinois
$251K
NA
457
NewEdge Advisors
Louisiana
$247K +$225K +9,604 +1,238%
1WM
458
1900 Wealth Management
Texas
$246K -$133K -5,682 -35%
ALWM
459
Andrews Lucia Wealth Management
California
$246K
SAI
460
Savvy Advisors Inc
New York
$245K -$51.6K -2,204 -18%
MCM
461
Maple Capital Management
Vermont
$245K -$149K -6,374 -38%
CFS
462
Cannon Financial Strategists
Georgia
$241K
KWA
463
Kingswood Wealth Advisors
California
$238K +$235K +10,034 New
Corient Private Wealth
464
Corient Private Wealth
Florida
$235K
RW
465
REDW Wealth
New Mexico
$235K
IFA
466
Index Fund Advisors
California
$234K -$468 -20 -0.2%
OIA
467
Optimum Investment Advisors
Illinois
$231K +$1.87K +80 +0.8%
QCMNJ
468
Quantum Capital Management (New Jersey)
New Jersey
$230K -$22.1K -946 -9%
CCA
469
Clearwater Capital Advisors
Illinois
$228K -$5.48K -234 -2%
LWL
470
Leo Wealth LLC
Texas
$225K +$222K +9,486 New
WWM
471
WT Wealth Management
Arizona
$225K +$452K +19,286 New
BCM
472
Barden Capital Management
Texas
$224K
BMCM
473
Burns Matteson Capital Management
New York
$222K -$117K -4,988 -35%
WAM
474
WNY Asset Management
New York
$220K -$78.8K -3,366 -27%
BDF
475
Black Diamond Financial
Maryland
$218K