We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SS
76
Simplicity Solutions
Minnesota
$2.64M +$582K +22,244 +28%
IWMPD
77
Integrated Wealth Management (Palm Desert)
California
$2.49M +$450K +17,210 +22%
PMG
78
ProVise Management Group
Florida
$2.38M +$13.2K +504 +0.5%
FG
79
Fiduciary Group
Georgia
$2.25M +$349K +13,364 +18%
Wells Fargo
80
Wells Fargo
California
$2.24M +$120K +4,600 +6%
BCI
81
Brinker Capital Investments
Pennsylvania
$2.18M +$431K +16,468 +24%
RC
82
Roundview Capital
New Jersey
$2.05M +$106K +4,060 +5%
UBS Group
83
UBS Group
Switzerland
$1.98M +$745K +28,486 +59%
FC
84
FCA Corp
Texas
$1.95M +$902K +34,510 +84%
WI
85
WrapManager Inc
California
$1.87M +$1.9M +72,762 New
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$1.85M +$259K +9,914 +16%
DLCIG
87
D.L. Carlson Investment Group
New Hampshire
$1.76M +$684K +26,144 +62%
FC
88
Financial Consulate
Maryland
$1.59M +$253K +9,678 +19%
REMPR
89
Roof Eidam Maycock Peralta (REMP)
California
$1.54M -$16.2M -619,858 -91%
Allianz Asset Management
90
Allianz Asset Management
Germany
$1.52M +$851K +32,544 +123%
LFA
91
Landmark Financial Advisors
Kentucky
$1.5M -$243K -9,278 -14%
PWM
92
Perigon Wealth Management
California
$1.48M +$1.5M +57,514 New
VV
93
Valentine Ventures
Oregon
$1.4M +$74.6K +2,852 +6%
MAM
94
Marquette Asset Management
Minnesota
$1.38M +$53.3K +2,038 +4%
LPL Financial
95
LPL Financial
California
$1.31M +$461K +17,632 +53%
SWM
96
SigFig Wealth Management
California
$1.27M +$1.29M +49,138 New
VAS
97
Valicenti Advisory Services
New York
$1.23M +$102K +3,914 +9%
CFMC
98
Curbstone Financial Management Corp
New Hampshire
$1.22M -$1.29M -49,400 -51%
CIC
99
Carnegie Investment Counsel
Ohio
$1.22M +$396K +15,130 +48%
BRWA
100
B. Riley Wealth Advisors
Florida
$1.13M +$250K +9,554 +28%