We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$25.2M +$1.13M +41,978 +5%
BSB
27
Bangor Savings Bank
Maine
$24M +$665K +24,610 +3%
Creative Planning
28
Creative Planning
Kansas
$24M -$4.24M -156,844 -15%
TWP
29
Total Wealth Planning
Ohio
$23.8M -$4.58M -169,546 -16%
MAM
30
Marotta Asset Management
Virginia
$22.3M -$1.17M -43,262 -5%
FMP
31
Financial Management Professionals
Texas
$21.9M +$6.19M +229,096 +40%
CHA
32
Cooper/Haims Advisors
New York
$21.6M -$1.9M -70,182 -8%
WANY
33
Wealthspire Advisors (New York)
New York
$20.4M +$20.3M +750,988 New
WAM
34
Wealthspire Advisors (Maryland)
Maryland
$20.3M -$1.04M -38,354 -5%
BCM
35
Bluefin Capital Management
New York
$19.8M +$19.7M +729,666 New
KBFS
36
Kohmann Bosshard Financial Services
Ohio
$19M -$1.45M -53,676 -7%
Osaic Holdings
37
Osaic Holdings
Arizona
$18.9M +$94.7M +3,506,336 New
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$18.2M +$14.7M +545,664 +433%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$17.4M -$7.53M -278,868 -30%
BWM
40
BerganKDV Wealth Management
Minnesota
$15.9M -$249K -9,210 -2%
KF
41
Krilogy Financial
Missouri
$15.8M -$982K -36,368 -6%
LIM
42
Leavell Investment Management
Alabama
$15.8M +$359K +13,286 +2%
HCM
43
Horan Capital Management
Maryland
$15.4M +$1.02M +37,794 +7%
MAG
44
Mokosak Advisory Group
Iowa
$14.8M +$2.38M +88,110 +19%
FANJ
45
Financial Architects (New Jersey)
New Jersey
$14.6M +$976K +36,124 +7%
MTC
46
Matrix Trust Company
Colorado
$14.5M -$5.67K -210 -0%
PA
47
Planning Alternatives
Michigan
$14.3M -$246K -9,112 -2%
SWM
48
SVA Wealth Management
Wisconsin
$13.8M +$720K +26,664 +6%
DBRC
49
D.B. Root & Company
Pennsylvania
$13.1M +$2.32M +85,724 +21%
DWM
50
Destination Wealth Management
California
$12.8M -$1.07M -39,624 -8%