We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$13.8M +$5.78M +250,287 +70%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$13.8M -$1.31M -56,775 -9%
FRA
53
FFG Retirement Advisors
Colorado
$13.3M +$351K +15,178 +3%
Raymond James Financial
54
Raymond James Financial
Florida
$13.3M +$13.5M +584,306 New
CM
55
Columbus Macro
Pennsylvania
$13.2M +$1.58M +68,285 +13%
BDFN
56
Bond & Devick Financial Network
Minnesota
$13M -$6.33M -274,050 -50%
CMA
57
Cedar Mountain Advisors
Oregon
$12.8M -$649K -28,095 -5%
LPL Financial
58
LPL Financial
California
$12.5M +$2.81M +121,714 +28%
CWS
59
Cypress Wealth Services
California
$12.3M +$550K +23,823 +5%
FPAS
60
Focus Partners Advisor Solutions
Missouri
$12M +$12.2M +529,036 New
MGIA
61
Moneta Group Investment Advisors
Missouri
$12M -$11.1M -482,003 -48%
KV
62
Kickstand Ventures
New York
$11.9M +$541K +23,428 +5%
CKAIS
63
Christensen King & Associates Investment Services
Washington
$11.3M -$70.7K -3,062 -0.6%
CWA
64
Clearview Wealth Advisors
Oregon
$11.1M +$420K +18,175 +4%
SFS
65
Summit Financial Strategies
Ohio
$11.1M +$6.8M +294,130 +151%
LFG
66
Larson Financial Group
Missouri
$11.1M -$773K -33,466 -6%
M
67
MYeCFO
California
$10.8M +$198K +8,551 +2%
GSF
68
Grove Street Fiduciary
New Hampshire
$10.8M +$11M +476,748 New
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$10.4M +$2.94M +127,335 +38%
Osaic Holdings
70
Osaic Holdings
Arizona
$10.3M -$270K -11,673 -2%
VA
71
Vident Advisory
Georgia
$10.3M +$10.4M +452,286 New
FFWA
72
Forthright Family Wealth Advisory
Texas
$10M -$8.54M -369,505 -46%
SFS
73
Security Financial Services
Indiana
$9.73M -$5.54M -239,707 -36%
AA
74
Apriem Advisors
California
$9.68M -$32.3K -1,399 -0.3%
BPA
75
Beacon Pointe Advisors
California
$9.58M -$225K -9,742 -2%