We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
51
Beacon Pointe Advisors
California
$9.49M -$484K -20,326 -5%
FWP
52
FAS Wealth Partners
Kansas
$9.48M +$1.89M +79,364 +23%
RPGK
53
Retirement Planning Group (Kansas)
Kansas
$9.13M +$6.42M +269,554 +202%
T
54
TCWP
Ohio
$9.09M -$2.95M -123,984 -24%
MA
55
Mutual Advisors
Nebraska
$9.06M -$140K -5,864 -1%
UBS Group
56
UBS Group
Switzerland
$8.98M +$3.67M +154,110 +64%
BTI
57
Blue Trust Inc
Georgia
$8.48M +$8.43M +354,268 +492,039%
BDFN
58
Bond & Devick Financial Network
Minnesota
$8.34M +$624K +26,200 +8%
MCCP
59
Mission Creek Capital Partners
California
$8.32M -$236K -9,904 -3%
VNA
60
Valley National Advisers
Pennsylvania
$8M +$8.52M +357,724 +662,452%
C1AG
61
Client 1st Advisory Group
Florida
$8M +$87.4K +3,672 +1%
WWG
62
West Wealth Group
California
$7.88M -$422K -17,744 -5%
AWS
63
Atria Wealth Solutions
New York
$7.74M +$477K +20,046 +6%
AA
64
Ancora Advisors
Ohio
$7M -$10.8M -451,988 -59%
NIC
65
Northwest Investment Counselors
Oregon
$6.88M +$75.4K +3,168 +1%
CSIA
66
Charles Schwab Investment Advisory
California
$6.77M +$6.84M +287,500 +2,576%
RWM
67
Reston Wealth Management
Virginia
$6.67M +$2.25M +94,386 +47%
EFS
68
Econ Financial Services
Pennsylvania
$6.36M +$4.19M +175,874 +168%
CWA
69
Clearview Wealth Advisors
Oregon
$6.31M +$146K +6,150 +2%
MAM
70
Marotta Asset Management
Virginia
$6.23M -$237K -9,974 -4%
CNWM
71
Clay Northam Wealth Management
California
$6.15M +$147K +6,194 +2%
JJBC
72
James J. Burns & Company
New York
$6.12M +$6.43M +269,954 New
TC
73
Tenret Company
Florida
$6.09M -$5.84M -245,154 -48%
LA
74
LVW Advisors
New York
$5.99M +$39.7K +1,668 +0.6%
FF
75
Friedenthal Financial
New Jersey
$5.97M -$37.1K -1,558 -0.6%