We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SBL
76
Sargent Bickham Lagudis
Colorado
$4.75M +$237K +9,374 +5%
CWM
77
Confluence Wealth Management
Oregon
$4.74M -$793K -31,372 -14%
EWM
78
Empirical Wealth Management
Washington
$4.73M -$143K -5,646 -3%
CCA
79
Cobblestone Capital Advisors
New York
$4.45M +$1.08M +42,598 +32%
WA
80
Waverly Advisors
Alabama
$4.34M -$27K -1,068 -0.6%
GAM
81
Gemmer Asset Management
California
$4.07M +$631K +24,978 +18%
FI
82
FormulaFolio Investments
Michigan
$3.99M -$2.93M -115,910 -42%
HFP
83
Holistic Financial Partners
Indiana
$3.97M +$781K +30,908 +25%
SWM
84
SigFig Wealth Management
California
$3.72M -$1.16M -45,920 -24%
RWM
85
RKL Wealth Management
Pennsylvania
$3.71M +$998K +39,482 +37%
LF
86
Lee Financial
Texas
$3.7M -$471K -18,634 -11%
DBRC
87
D.B. Root & Company
Pennsylvania
$3.65M +$928K +36,722 +34%
HCM
88
Horan Capital Management
Maryland
$3.65M +$3.64M +144,120 New
CC
89
Callan Capital
California
$3.63M -$95.8K -3,792 -3%
SFS
90
Summit Financial Strategies
Ohio
$3.63M +$240K +9,502 +7%
AA
91
Advisory Alpha
Michigan
$3.57M +$365K +14,440 +11%
UBS Group
92
UBS Group
Switzerland
$3.55M +$117K +4,620 +3%
ACG
93
Allen Capital Group
Nebraska
$3.5M +$224K +8,884 +7%
PTCG
94
Pring Turner Capital Group
California
$3.45M -$35.3K -1,398 -1%
OCM
95
One Capital Management
California
$3.45M +$281K +11,112 +9%
AIM
96
AMI Investment Management
Indiana
$3.37M +$1.06M +42,052 +46%
AWA
97
Alaska Wealth Advisors
Alaska
$3.37M +$34.8K +1,378 +1%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.33M +$149K +5,904 +5%
IA
99
IFP Advisors
Florida
$3.31M +$106K +4,194 +3%
OA
100
Opes Advisors
California
$3.26M +$300K +11,870 +10%