We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
551
Ledge Wealth Management
Minnesota
– -$811K -35,534 Closed
AWG
552
Altus Wealth Group
Colorado
– -$690K -30,210 Closed
EWA
553
EP Wealth Advisors
California
– -$625K -27,392 Closed
IAP
554
Indie Asset Partners
Indiana
– -$552K -24,200 Closed
RBFC
555
Roman Butler Fullerton & Co
Missouri
– -$468K -19,908 Closed
CCG
556
Chatham Capital Group
Georgia
– -$452K -19,796 Closed
SHWM
557
Silicon Hills Wealth Management
Texas
– -$451K -19,738 Closed
GFS
558
GYL Financial Synergies
Connecticut
– -$436K -19,104 Closed
Corient Private Wealth
559
Corient Private Wealth
Florida
– -$417K -18,286 Closed
WF
560
Wayfinding Financial
Washington
– -$472K -17,904 Closed
WA
561
WESPAC Advisors
California
– -$324K -14,188 Closed
MSFS
562
Main Street Financial Solutions
Pennsylvania
– -$317K -13,898 Closed
RSWM
563
Robertson Stephens Wealth Management
California
– -$286K -12,522 Closed
CGFA
564
Colton Groome Financial Advisors
North Carolina
– -$281K -12,326 Closed
BPWM
565
Badgley Phelps Wealth Managers
Washington
– -$280K -12,270 Closed
GGI
566
Godsey & Gibb Inc
Virginia
– -$270K -11,822 Closed
CWM
567
Cabot Wealth Management
Massachusetts
– -$227K -9,950 Closed
WOSD
568
WFA of San Diego
California
– -$104K -4,552 Closed
MCC
569
Money Concepts Capital
Florida
– -$87.8K -3,848 Closed
RCM
570
Raleigh Capital Management
North Carolina
– -$75.1K -3,290 Closed
EE
571
EWG Elevate
California
– -$52.8K -2,312 Closed
KFP
572
KB Financial Partners
New Jersey
– -$17K -764 Closed
PCA
573
Providence Capital Advisors
North Carolina
– -$15.3K -672 Closed
DWP
574
Destiny Wealth Partners
Florida
– -$15.1K -662 Closed
BL
575
Balentine LLC
Georgia
– -$14K -612 Closed