We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
XT
526
XTX Topco
Cayman Islands
$250K +$250K +10,811 New
HSA
527
HBK Sorce Advisory
Pennsylvania
$248K +$46 +2 +0%
EFG
528
Embree Financial Group
Illinois
$246K -$81.4K -3,516 -25%
OPWM
529
Oregon Pacific Wealth Management
Oregon
$245K -$2.92K -126 -1%
WS
530
Wedbush Securities
California
$245K – – –
WIA
531
World Investment Advisors
California
$245K – – –
PA
532
Pinnacle Associates
New York
$243K – – –
AWA
533
Acorn Wealth Advisors
Michigan
$241K -$1.06K -46 -0.4%
AL
534
Aspiriant LLC
California
$240K -$104K -4,502 -30%
CAAM
535
Cornerstone Advisors Asset Management
Pennsylvania
$239K +$240K +10,354 New
TI
536
Truepoint Inc
Ohio
$238K -$11.6K -502 -5%
HAS
537
HBW Advisory Services
California
$237K +$237K +10,243 New
TWM
538
Trinity Wealth Management
Pennsylvania
$234K +$29.9K +1,291 +15%
MCM
539
MidAtlantic Capital Management
Virginia
$230K +$1.41K +61 +0.6%
EWM
540
Elevation Wealth Management
Minnesota
$227K -$140K -6,068 -38%
PW
541
PUREfi Wealth
Massachusetts
$225K +$225K +9,739 New
AIA
542
Accelerate Investment Advisors
California
$225K -$40.6K -1,753 -15%
FCIM
543
Fairview Capital Investment Management
California
$224K – – –
VDI
544
Vaughan David Investments
Illinois
$219K – – –
NDSI
545
Newman Dignan & Sheerar Inc
Rhode Island
$219K -$7.06K -305 -3%
GC
546
GatePass Capital
Ohio
$218K – – –
ISFAN
547
Investor's Fiduciary Advisor Network
Washington
$218K -$1.27M -54,792 -85%
SCM
548
SCS Capital Management
Massachusetts
$218K +$2.22K +96 +1%
WF
549
Whelan Financial
California
$216K +$949 +41 +0.4%
MMCM
550
Murphy & Mullick Capital Management
New York
$216K -$15K -650 -7%
20 21
22
23 24