We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
51
Brinker Capital Investments
Pennsylvania
$577K +$68.4K +2,620 +13%
Mariner
52
Mariner
Kansas
$567K +$49.4K +1,892 +10%
Morgan Stanley
53
Morgan Stanley
New York
$446K +$94.9K +3,636 +27%
HR
54
Howe & Rusling
New York
$421K +$42.6K +1,632 +11%
AIM
55
AMI Investment Management
Indiana
$414K +$85.4K +3,272 +26%
BWA
56
Burt Wealth Advisors
Maryland
$411K +$410K +15,718 New
BSW
57
Buckingham Strategic Wealth
Missouri
$410K -$6.16K -236 -1%
PFA
58
Pure Financial Advisors
California
$408K +$161K +6,160 +65%
FFA
59
First Foundation Advisors
California
$386K +$385K +14,738 New
LPL Financial
60
LPL Financial
California
$369K +$368K +14,092 New
JFG
61
JMG Financial Group
Illinois
$356K +$19.2K +736 +6%
LA
62
LVW Advisors
New York
$355K +$354K +13,558 New
CAM
63
Cubic Asset Management
Massachusetts
$335K
PA
64
Pinnacle Associates
New York
$324K +$104K +3,990 +48%
KeyBank National Association
65
KeyBank National Association
Ohio
$314K +$313K +12,000 New
AIM
66
Aspen Investment Management
Michigan
$313K -$71K -2,720 -19%
BFPW
67
BOK Financial Private Wealth
Colorado
$296K +$59.2K +2,268 +25%
AG
68
Appleton Group
Wisconsin
$283K +$5.9K +226 +2%
ACM
69
Avalon Capital Management
California
$281K +$280K +10,744 New
CA
70
Cambridge Advisors
Nebraska
$273K +$272K +10,440 New
TCM
71
Twele Capital Management
Minnesota
$264K +$263K +10,080 New
GC
72
Garde Capital
Washington
$259K -$15.2K -584 -6%
TF
73
Trutina Financial
Washington
$229K +$228K +8,732 New
SEIA
74
Signature Estate & Investment Advisors
California
$218K +$217K +8,332 New
DIA
75
Denver Investment Advisors
Colorado
$209K +$209K +7,996 New