We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
26
First Allied Advisory Services
California
$16.8M -$339K -13,408 -2%
RPGK
27
Retirement Planning Group (Kansas)
Kansas
$16.8M +$827K +32,746 +5%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$16.6M +$11.7M +463,370 +241%
Creative Planning
29
Creative Planning
Kansas
$15.4M +$1.82M +72,112 +13%
CM
30
Columbus Macro
Pennsylvania
$15.3M -$295K -11,686 -2%
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$14.7M -$502K -19,864 -3%
MAG
32
Mokosak Advisory Group
Iowa
$13.7M +$366K +14,484 +3%
SAM
33
Summit Asset Management
Tennessee
$13.4M -$270K -10,676 -2%
AA
34
Alesco Advisors
New York
$13M +$135K +5,352 +1%
PA
35
Planning Alternatives
Michigan
$12.6M +$282K +11,176 +2%
FANJ
36
Financial Architects (New Jersey)
New Jersey
$11.1M -$407K -16,108 -4%
BC
37
Burleson & Co
California
$11.1M +$1.27M +50,150 +13%
BlackRock
38
BlackRock
New York
$10.8M -$894K -35,392 -8%
BA
39
Bristlecone Advisors
Washington
$9.67M -$142K -5,606 -1%
FF
40
Friedenthal Financial
New Jersey
$9.52M +$115K +4,558 +1%
LIM
41
Leavell Investment Management
Alabama
$9.47M +$293K +11,606 +3%
WAM
42
Wealthspire Advisors (Maryland)
Maryland
$9.39M +$367K +14,534 +4%
BWP
43
BSW Wealth Partners
Colorado
$9.38M -$5.67M -224,366 -38%
SFA
44
Sequoia Financial Advisors
Ohio
$9.15M +$382K +15,120 +4%
RW
45
Rand Wealth
Maryland
$9.07M +$101K +4,004 +1%
TAT
46
TD Ameritrade Trust
Colorado
$9M -$130K -5,160 -1%
BSB
47
Bangor Savings Bank
Maine
$8.85M +$854K +33,814 +11%
FMT
48
First Mercantile Trust
Tennessee
$8.41M +$168K +6,630 +2%
FWP
49
FAS Wealth Partners
Kansas
$8.33M +$156K +6,184 +2%
ECM
50
Exchange Capital Management
Michigan
$8.12M -$42.5K -1,682 -0.5%