We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
KKAMG
26
Kernodle & Katon Asset Management Group
Arkansas
$7.69M -$194K -7,312 -2%
SAM
27
Summit Asset Management
Tennessee
$7.24M +$87.5K +3,302 +1%
FANJ
28
Financial Architects (New Jersey)
New Jersey
$7.22M +$1.43M +53,948 +25%
SBL
29
Sargent Bickham Lagudis
Colorado
$7.18M +$6.15M +232,054 +660%
FF
30
Friedenthal Financial
New Jersey
$6.87M +$2.71M +102,246 +67%
RW
31
Rand Wealth
Maryland
$6.15M -$106K -4,002 -2%
DW
32
Domani Wealth
Pennsylvania
$6.1M +$467K +17,638 +8%
RPGK
33
Retirement Planning Group (Kansas)
Kansas
$5.9M +$87.6K +3,306 +2%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.74M +$867K +32,714 +18%
WAM
35
Wealthspire Advisors (Maryland)
Maryland
$5.72M +$539K +20,344 +11%
BC
36
Bartlett & Co
Ohio
$5.36M +$240K +9,064 +5%
PMG
37
ProVise Management Group
Florida
$5.31M +$3.53M +133,334 +207%
DWM
38
Destination Wealth Management
California
$5.04M +$1.24M +46,950 +33%
TF
39
Trutina Financial
Washington
$4.94M +$478K +18,046 +11%
CMP
40
Courage Miller Partners
Virginia
$4.63M -$183K -6,908 -4%
CWM
41
Cabot Wealth Management
Massachusetts
$4.46M -$847K -31,946 -16%
EWM
42
Empirical Wealth Management
Washington
$4.16M +$5.2K +196 +0.1%
CC
43
Callan Capital
California
$4.1M -$4.19K -158 -0.1%
AWMF
44
Arbor Wealth Management (Florida)
Florida
$3.97M -$32.5K -1,228 -0.8%
FC
45
Financial Consulate
Maryland
$3.79M -$48.1K -1,814 -1%
BSB
46
Bangor Savings Bank
Maine
$3.77M -$154K -5,818 -4%
BWM
47
BerganKDV Wealth Management
Minnesota
$3.69M +$567K +21,394 +18%
PTCG
48
Pring Turner Capital Group
California
$3.65M -$27.3K -1,030 -0.8%
LIM
49
Leavell Investment Management
Alabama
$3.37M +$184K +6,954 +6%
VKH
50
Virtu KCG Holdings
New York
$3.15M -$1.36M -51,234 -30%
1
2
3 4 5