We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFA
526
Index Fund Advisors
California
$205K +$2.04K +89 +1%
KGP
527
Keystone Global Partners
Colorado
$205K -$71.5K -3,116 -26%
PFBT
528
Parkside Financial Bank & Trust
Missouri
$204K +$2.04K +89 +1%
AAS
529
Ameritas Advisory Services
Nebraska
$204K +$202K +8,787 New
BDF
530
Black Diamond Financial
Maryland
$204K +$201K +8,762 New
Fisher Asset Management
531
Fisher Asset Management
Washington
$203K +$200K +8,722 New
TPWA
532
Twin Peaks Wealth Advisors
California
$188K -$30.5K -1,328 -14%
GWANC
533
Guardian Wealth Advisors (North Carolina)
North Carolina
$186K -$19.8K -864 -10%
EA
534
Evolution Advisers
Virginia
$177K
PWMG
535
Prestige Wealth Management Group
New Jersey
$175K -$3.85K -168 -2%
AAP
536
Arax Advisory Partners
Colorado
$171K +$159K +6,930 +1,694%
IRC
537
Investors Research Corp
Georgia
$165K
Fidelity Investments
538
Fidelity Investments
Massachusetts
$161K -$25.1K -1,094 -14%
VNA
539
Valley National Advisers
Pennsylvania
$160K
AF
540
Advisornet Financial
Minnesota
$145K +$20.9K +909 +17%
TIM
541
Total Investment Management
Arizona
$142K +$140K +6,099 New
EK
542
Evensky & Katz
Florida
$131K -$148K -6,446 -53%
FRA
543
Front Row Advisors
California
$129K -$6.42K -280 -5%
SWM
544
Spire Wealth Management
Virginia
$128K -$25.6K -1,116 -17%
Wells Fargo
545
Wells Fargo
California
$126K +$114K +4,977 +1,166%
CTA
546
Colonial Trust Advisors
South Carolina
$122K +$46 +2 +0%
NMG
547
New Millennium Group
Utah
$116K
CA
548
CoreCap Advisors
Michigan
$114K -$3.26K -142 -3%
SPIA
549
Steward Partners Investment Advisory
New York
$109K +$30.8K +1,343 +40%
VA
550
Vestwell Advisors
New York
$105K