We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
501
Sequoia Financial Advisors
Ohio
$282K -$115K -4,955 -29%
JESC
502
J.E. Simmons & Co
Texas
$273K
PSCM
503
Per Stirling Capital Management
Texas
$273K +$787 +34 +0.3%
FFM
504
Forum Financial Management
Illinois
$273K +$15.9K +685 +6%
NFC
505
Northstar Financial Companies
Pennsylvania
$272K
QCMNJ
506
Quantum Capital Management (New Jersey)
New Jersey
$272K +$8.12K +351 +3%
CTA
507
Chesley Taft & Associates
Illinois
$269K -$79.5K -3,437 -23%
HW
508
HORAN Wealth
Ohio
$267K +$10.3K +447 +4%
AFS
509
Access Financial Services
Minnesota
$264K
FF
510
Friday Financial
Iowa
$264K +$266K +11,513 New
US Bancorp
511
US Bancorp
Minnesota
$264K +$2.68K +116 +1%
WIM
512
WealthPlan Investment Management
Nebraska
$264K -$65.3K -2,820 -20%
PI
513
PFG Investments
New York
$262K +$2.45K +106 +0.9%
Betterment LLC
514
Betterment LLC
New York
$262K +$262K +11,329 New
MWM
515
Meridian Wealth Management
Kentucky
$262K -$29.8K -1,289 -10%
VC
516
Vicus Capital
Pennsylvania
$262K +$262K +11,317 New
PFA
517
Professional Financial Advisors
Nebraska
$262K +$39.7K +1,715 +18%
CFG
518
Chapman Financial Group
Hawaii
$260K
CIA
519
Concurrent Investment Advisors
Florida
$254K +$46.7K +2,018 +23%
FCA
520
FLC Capital Advisors
California
$254K
GI
521
GS Investments
Minnesota
$253K +$8.1K +350 +3%
Fisher Asset Management
522
Fisher Asset Management
Washington
$252K +$252K +10,888 New
LAM
523
Lewis Asset Management
California
$251K -$14.6K -630 -5%
XT
524
XTX Topco
Cayman Islands
$250K +$250K +10,811 New
HSA
525
HBK Sorce Advisory
Pennsylvania
$248K +$46 +2 +0%