We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FRA
101
FFG Retirement Advisors
Colorado
$8.02M -$1.13M -48,957 -12%
JCA
102
January Capital Advisors
California
$7.9M +$6.96M +300,572 +734%
AWM
103
Avior Wealth Management
Nebraska
$7.89M +$108K +4,672 +1%
CL
104
Choreo LLC
Illinois
$7.73M +$676K +29,207 +10%
MFG
105
Midwest Financial Group
Kansas
$7.73M +$527K +22,783 +7%
LIM
106
Leavell Investment Management
Alabama
$7.37M +$283K +12,242 +4%
FFWA
107
Forthright Family Wealth Advisory
Texas
$7.32M +$4.42M +190,804 +152%
PAS
108
Park Avenue Securities
New York
$7.31M +$1.31M +56,506 +22%
HCM
109
Hengehold Capital Management
Ohio
$7.28M +$133K +5,764 +2%
HFO
110
Heritage Family Offices
Arizona
$7.27M +$2.51M +108,590 +53%
PEWA
111
Pacific Excel Wealth Advisors
California
$7.27M +$7.27M +314,239 New
AC
112
AlphaCore Capital
California
$7.11M +$69K +2,981 +1%
FFA
113
Farther Finance Advisors
California
$7.11M +$2.16M +93,336 +44%
MSFS
114
Main Street Financial Solutions
Pennsylvania
$7.02M +$1.32M +57,160 +23%
CA
115
Chatterton & Associates
California
$6.96M +$1.64M +70,765 +30%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$6.92M -$256K -11,050 -4%
FTS
117
Fifth Third Securities
Ohio
$6.79M +$380K +16,407 +6%
BBWP
118
Beacon Bridge Wealth Partners
Pennsylvania
$6.78M +$2.74M +118,469 +68%
ISWM
119
Independent Solutions Wealth Management
New York
$6.65M +$169K +7,283 +3%
HPM
120
Hoxton Planning & Management
West Virginia
$6.59M -$165K -7,125 -2%
SFS
121
Summit Financial Strategies
Ohio
$6.46M -$1.14M -49,407 -15%
CBU
122
CIBC Bancorp USA
Illinois
$6.41M +$278K +12,019 +5%
FF
123
Fairway Financial
Florida
$6.39M +$158K +6,812 +3%
MAM
124
Marotta Asset Management
Virginia
$6.18M -$32.5K -1,406 -0.5%
SPC
125
Sigma Planning Corp
Michigan
$6.1M +$6.1M +263,727 New