We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFWA
76
Forthright Family Wealth Advisory
Texas
$9.77M -$268K -11,666 -3%
BPA
77
Beacon Pointe Advisors
California
$9.65M -$52.2K -2,276 -0.5%
IA
78
IFP Advisors
Florida
$9.59M +$1.03M +44,873 +12%
FRA
79
FFG Retirement Advisors
Colorado
$9.55M -$4.17M -181,916 -31%
ACA
80
Affinity Capital Advisors
California
$9.23M -$151K -6,586 -2%
LFG
81
Larson Financial Group
Missouri
$9.17M -$1.35M -59,040 -13%
AC
82
AlphaCore Capital
California
$9.04M +$6.87M +299,439 +335%
FFN
83
Focus Financial Network
Minnesota
$8.84M -$303K -13,198 -3%
AWM
84
AE Wealth Management
Kansas
$8.58M +$361K +15,754 +4%
TWP
85
Tempus Wealth Planning
California
$8.46M +$360K +15,707 +5%
SEIA
86
Signature Estate & Investment Advisors
California
$8.41M -$510K -22,243 -6%
MWM
87
MorganRosel Wealth Management
Colorado
$8.41M +$143K +6,216 +2%
WA
88
Waterford Advisors
New York
$8.17M -$7.62M -331,904 -96%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$8.15M +$355K +15,485 +5%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$7.93M +$2.47M +107,776 +46%
LIM
91
Leavell Investment Management
Alabama
$7.89M -$570K -24,843 -7%
WA
92
Waverly Advisors
Alabama
$7.84M -$128K -5,575 -2%
IWC
93
Integrated Wealth Concepts
Massachusetts
$7.6M +$642K +27,999 +9%
PFM
94
Peak Financial Management
Massachusetts
$7.53M +$542K +23,634 +8%
MFG
95
Merit Financial Group
Georgia
$7.33M -$957K -41,707 -12%
HCM
96
Hengehold Capital Management
Ohio
$7.29M -$46.8M -2,037,891 -87%
SFS
97
Security Financial Services
Indiana
$7.25M -$2.88M -125,681 -29%
AWM
98
Avior Wealth Management
Nebraska
$7.17M +$118K +5,130 +2%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$7.16M -$2.22M -96,683 -24%
CAG
100
Curtis Advisory Group
California
$6.99M +$1.38M +60,204 +25%