We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$198K +$44.6K +1,710 +29%
Wells Fargo
77
Wells Fargo
California
$195K +$10.3K +396 +6%
BRWA
78
B. Riley Wealth Advisors
Florida
$194K +$193K +7,398 New
TIM
79
Tortoise Investment Management
New York
$169K
CG
80
Colony Group
Massachusetts
$149K -$14.9K -570 -9%
VNA
81
Valley National Advisers
Pennsylvania
$144K +$149K +5,720 New
WCM
82
Wealthcare Capital Management
Virginia
$90K -$26.5K -1,016 -23%
IF
83
Ironwood Financial
Arizona
$56K +$56K +2,146 New
AIG
84
American International Group
New York
$52.4K
LTFS
85
Ladenburg Thalmann Financial Services
Florida
$45K +$44.4K +1,702 New
JWA
86
JFS Wealth Advisors
Pennsylvania
$41K -$9.97K -382 -20%
VIA
87
Vantage Investment Advisors
Pennsylvania
$35K +$16K +614 +85%
PFG
88
Pacific Financial Group
Washington
$35K +$35.3K +1,354 New
RCG
89
Ruggie Capital Group
Florida
$30K +$30.3K +1,160 New
PO
90
Private Ocean
California
$29K
MFS
91
MSI Financial Services
Massachusetts
$29K +$6.05K +232 +26%
NFG
92
Next Financial Group
Texas
$20K +$20K +768 New
JFA
93
JNBA Financial Advisors
Minnesota
$14K
RC
94
RegentAtlantic Capital
New Jersey
$10.9K +$10.9K +416 New
VCM
95
Vigilant Capital Management
Maine
$10K -$10.4K -400 -50%
Creative Planning
96
Creative Planning
Kansas
$6K
FANJ
97
Financial Architects (New Jersey)
New Jersey
$5K +$52 +2 +1%
SIA
98
Stancorp Investment Advisers
Oregon
$5K +$4.59K +176 New
HCM
99
Horrell Capital Management
Arkansas
$2K
MA
100
MCF Advisors
Kentucky
$2K +$52 +2 +2%