We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACG
101
Allen Capital Group
Nebraska
$3.04M -$438K -17,322 -13%
BA
102
Bristlecone Advisors
Washington
$2.96M -$6.67M -264,010 -69%
CWM
103
Confluence Wealth Management
Oregon
$2.95M -$1.76M -69,730 -37%
BCM
104
Boltwood Capital Management
California
$2.94M +$393K +15,578 +15%
OIWM
105
OptiFour Integrated Wealth Management
Virginia
$2.84M -$63.5K -2,512 -2%
JWM
106
Janiczek Wealth Management
Colorado
$2.79M +$94.9K +3,758 +3%
AIM
107
AMI Investment Management
Indiana
$2.69M -$660K -26,144 -20%
PMG
108
ProVise Management Group
Florida
$2.56M +$128K +5,050 +5%
RC
109
Roundview Capital
New Jersey
$2.55M +$57K +2,256 +2%
FC
110
FCA Corp
Texas
$2.54M +$8.69K +344 +0.3%
MA
111
Mutual Advisors
Nebraska
$2.53M -$111K -4,382 -4%
SFS
112
Strategic Financial Services
New York
$2.53M +$62.6K +2,480 +3%
HI
113
Hudock Inc
Pennsylvania
$2.52M +$2.53M +100,122 +40,049%
Morgan Stanley
114
Morgan Stanley
New York
$2.46M -$3.12M -123,422 -56%
CFMC
115
Curbstone Financial Management Corp
New Hampshire
$2.46M +$197K +7,800 +9%
SWM
116
SeaCrest Wealth Management
New York
$2.39M +$35.5K +1,404 +2%
KWM
117
Kingsview Wealth Management
Oregon
$2.35M +$81.4K +3,222 +4%
SFG
118
SNS Financial Group
Minnesota
$2.34M +$37K +1,464 +2%
VIA
119
Vantage Investment Advisors
Pennsylvania
$2.3M -$281K -11,114 -11%
CWS
120
Cypress Wealth Services
California
$2.25M -$615K -24,338 -21%
DIS
121
Diversified Investment Strategies
Louisiana
$2.24M -$954K -37,756 -30%
DW
122
Domani Wealth
Pennsylvania
$2.2M -$929K -36,778 -30%
LPL Financial
123
LPL Financial
California
$2.17M +$1.11M +44,016 +104%
LFA
124
Landmark Financial Advisors
Kentucky
$2.14M -$44.1K -1,744 -2%
GCA
125
Gradient Capital Advisors
California
$2.03M -$115K -4,570 -5%