We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
551
Belpointe Asset Management
Nevada
-$1.27M -54,180 Closed
SFMG
552
Sage Financial Management Group
Virginia
-$1.16M -49,338 Closed
KeyBank National Association
553
KeyBank National Association
Ohio
-$906K -38,616 Closed
BWM
554
BCS Wealth Management
Tennessee
-$796K -33,948 Closed
WI
555
WrapManager Inc
California
-$578K -24,656 Closed
AAS
556
Ameritas Advisory Services
Nebraska
-$486K -20,738 Closed
Mirae Asset Global Investments
557
Mirae Asset Global Investments
South Korea
-$484K -20,720 Closed
SP
558
Successful Portfolios
Florida
-$422K -17,990 Closed
BWA
559
Bordeaux Wealth Advisors
California
-$419K -17,854 Closed
AAS
560
Annex Advisory Services
Wisconsin
-$385K -16,414 Closed
ASFA
561
All Season Financial Advisors
Colorado
-$348K -14,816 Closed
FCA
562
FLC Capital Advisors
California
-$339K -14,452 Closed
B
563
Bailard
California
-$339K -14,442 Closed
LFA
564
LGT Financial Advisors
Texas
-$321K -13,670 Closed
PWA
565
Providence Wealth Advisors
Illinois
-$289K -12,364 Closed
VVP
566
Venture Visionary Partners
Ohio
-$267K -11,400 Closed
OL
567
Owen LaRue
Kentucky
-$242K -10,486 Closed
TCWM
568
Total Clarity Wealth Management
Illinois
-$229K -9,784 Closed
SSWM
569
Sheets Smith Wealth Management
North Carolina
-$210K -8,944 Closed
TIM
570
Tevis Investment Management
Texas
-$205K -8,754 Closed
BDF
571
Black Diamond Financial
Maryland
-$203K -8,640 Closed
TC
572
TownSquare Capital
Utah
-$202K -8,596 Closed
FA
573
Fortis Advisors
Pennsylvania
-$186K -7,930 Closed
TWA
574
TCI Wealth Advisors
Arizona
-$57.7K -2,460 Closed
BCM
575
Blume Capital Management
California
-$16.9K -722 Closed