We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
51
Pure Financial Advisors
California
$244K -$127K -4,920 -34%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$238K -$437K -16,892 -65%
BFPW
53
BOK Financial Private Wealth
Colorado
$234K -$2.69K -104 -1%
PA
54
Pinnacle Associates
New York
$217K +$217K +8,370 New
PAG
55
Pinnacle Advisory Group
Maryland
$207K +$208K +8,030 New
Wells Fargo
56
Wells Fargo
California
$183K – – –
TIM
57
Tortoise Investment Management
New York
$167K +$22.7K +876 +16%
CG
58
Colony Group
Massachusetts
$162K +$162K +6,276 New
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$152K +$19.8K +764 +15%
WCM
60
Wealthcare Capital Management
Virginia
$115K – – –
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$52K -$2.44M -94,178 -98%
AIG
62
American International Group
New York
$51.8K – – –
JWA
63
JFS Wealth Advisors
Pennsylvania
$51K +$207 +8 +0.4%
PO
64
Private Ocean
California
$29K – – –
MFS
65
MSI Financial Services
Massachusetts
$23K +$2.85K +110 +14%
VCM
66
Vigilant Capital Management
Maine
$21K +$10.4K +400 +100%
Ameriprise
67
Ameriprise
Minnesota
$20K – – –
VIA
68
Vantage Investment Advisors
Pennsylvania
$19K – – –
JFA
69
JNBA Financial Advisors
Minnesota
$13K – – –
Creative Planning
70
Creative Planning
Kansas
$6K +$2.17K +84 +55%
FANJ
71
Financial Architects (New Jersey)
New Jersey
$5K – – –
HCM
72
Horrell Capital Management
Arkansas
$2K – – –
MA
73
MCF Advisors
Kentucky
$2K – – –
EMA
74
Efficient Market Advisors
California
$1K -$984 -38 -61%
HDIM
75
Hanson & Doremus Investment Management
Vermont
$1K – – –