We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TI
526
Truepoint Inc
Ohio
$251K +$253K +10,794 New
CWMK
527
Caliber Wealth Management (Kansas)
Kansas
$250K +$19.2K +822 +8%
OPWM
528
Oregon Pacific Wealth Management
Oregon
$249K -$1.31K -56 -0.5%
AI
529
Atria Investments
North Carolina
$249K +$14.6K +625 +6%
GI
530
GS Investments
Minnesota
$246K – – –
WS
531
Wedbush Securities
California
$246K -$8.19K -350 -3%
WIA
532
World Investment Advisors
California
$245K -$37.9K -1,621 -13%
PA
533
Pinnacle Associates
New York
$244K +$515 +22 +0.2%
AWA
534
Acorn Wealth Advisors
Michigan
$243K -$2.46K -105 -1%
TF
535
Tompkins Financial
New York
$243K +$244K +10,417 +21,702%
CAM
536
Capital Asset Management
Colorado
$238K +$4.31K +184 +2%
First Manhattan
537
First Manhattan
New York
$238K +$239K +10,232 New
AF
538
Advisornet Financial
Minnesota
$238K +$4.1K +175 +2%
SOS
539
Silver Oak Securities
Tennessee
$232K +$234K +9,985 New
MMCM
540
Murphy & Mullick Capital Management
New York
$232K -$3.09K -132 -1%
MCM
541
MidAtlantic Capital Management
Virginia
$230K – – –
NDSI
542
Newman Dignan & Sheerar Inc
Rhode Island
$227K +$1.08K +46 +0.5%
AWG
543
Altus Wealth Group
Colorado
$225K +$227K +9,705 New
FCIM
544
Fairview Capital Investment Management
California
$225K -$9.95K -425 -4%
PFA
545
Professional Financial Advisors
Nebraska
$223K -$1.52K -65 -0.7%
PCS
546
Private Client Services
Kentucky
$222K -$32.6K -1,395 -13%
GC
547
GatePass Capital
Ohio
$219K -$13.6K -580 -6%
VDI
548
Vaughan David Investments
Illinois
$219K – – –
BDF
549
Black Diamond Financial
Maryland
$217K +$218K +9,332 New
SCM
550
SCS Capital Management
Massachusetts
$217K +$1.52K +65 +0.7%