We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
601
Curio Wealth
Maryland
$6.25K – – –
PCM
602
Palouse Capital Management
Washington
$6.2K – – –
KPP
603
Kings Path Partners
Texas
$5.7K +$5.6K +241 +12,050%
GJIA
604
Glass Jacobson Investment Advisors
Maryland
$5.21K +$5.16K +222 New
BBHC
605
Brown Brothers Harriman & Co
New York
$5.14K – – –
NEAM
606
New England Asset Management
Connecticut
$4.69K – – –
HCM
607
Horrell Capital Management
Arkansas
$4.08K – – –
KHC
608
Koesten Hirschmann & Crabtree
Kansas
$3.83K +$46 +2 +1%
CIBC Private Wealth Group
609
CIBC Private Wealth Group
Georgia
$3.75K – – –
BC
610
Barrett & Company
Rhode Island
$3.24K – – –
WWMSC
611
Wagner Wealth Management (South Carolina)
South Carolina
$3.05K -$10.3K -445 -77%
B
612
Birchbrook
Maine
$3K – – –
BAM
613
Bellevue Asset Management
Washington
$2.49K – – –
AWM
614
AllSquare Wealth Management
New York
$2.39K – – –
PWA
615
Physician Wealth Advisors
Utah
$2.21K -$2K -86 -48%
WCM
616
Weaver Capital Management
Georgia
$1.78K – – –
MEG
617
Millstone Evans Group
Colorado
$1.69K – – –
CSC
618
Caldwell Sutter Capital
California
$1.51K +$1.49K +64 New
BFPW
619
BOK Financial Private Wealth
Colorado
$1.41K – – –
KFP
620
Kerr Financial Planning
California
$1.31K +$1.3K +56 New
AA
621
Addison Advisors
Vermont
$1.17K – – –
TF
622
Tompkins Financial
New York
$1.13K – – –
NC
623
North Capital
Utah
$1.04K +$23 +1 +2%
HFS
624
Hantz Financial Services
Michigan
$1K – – –
OHWP
625
Oak Harbor Wealth Partners
North Carolina
$821 +$813 +35 New