We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
101
Alaska Wealth Advisors
Alaska
$3.83M +$250K +9,808 +7%
UBS Group
102
UBS Group
Switzerland
$3.73M +$292K +11,458 +9%
PMG
103
ProVise Management Group
Florida
$3.66M +$915K +35,854 +34%
CCA
104
Clearwater Capital Advisors
Illinois
$3.57M +$1.91M +74,720 +119%
CM
105
Columbus Macro
Pennsylvania
$3.51M -$968K -37,954 -22%
SWM
106
SigFig Wealth Management
California
$3.45M -$118K -4,626 -3%
PFG
107
Piershale Financial Group
Illinois
$3.4M +$3.34M +131,000 New
JWM
108
Janiczek Wealth Management
Colorado
$3.29M -$40K -1,566 -1%
PFM
109
Peak Financial Management
Massachusetts
$3.27M -$102K -4,000 -3%
SBL
110
Sargent Bickham Lagudis
Colorado
$3.24M +$77.8K +3,048 +2%
NI
111
NYL Investors
New York
$3.17M +$112K +4,400 +4%
VDFA
112
Vickerman & Driscoll Financial Advisors
Washington
$2.94M +$2.89M +113,370 New
SFS
113
Sowell Financial Services
Arkansas
$2.91M -$157K -6,164 -5%
OIWM
114
OptiFour Integrated Wealth Management
Virginia
$2.88M -$47.9K -1,878 -2%
Citadel Advisors
115
Citadel Advisors
Florida
$2.79M +$1.57M +61,724 +135%
MA
116
Mutual Advisors
Nebraska
$2.75M +$101K +3,976 +4%
AL
117
Aspiriant LLC
California
$2.71M -$436K -17,100 -14%
SFS
118
Strategic Financial Services
New York
$2.71M +$120K +4,698 +5%
BCI
119
Brinker Capital Investments
Pennsylvania
$2.67M -$170K -6,644 -6%
VAS
120
Valicenti Advisory Services
New York
$2.66M +$266K +10,410 +11%
BIA
121
BHK Investment Advisors
Alabama
$2.63M +$2.59M +101,472 New
HWMG
122
Hurlow Wealth Management Group
Indiana
$2.63M +$26K +1,018 +1%
VDI
123
Vaughan David Investments
Illinois
$2.59M +$313K +12,266 +14%
MWM
124
MorganRosel Wealth Management
Colorado
$2.55M +$2.14M +83,874 +587%
SFG
125
SNS Financial Group
Minnesota
$2.49M -$19.3K -756 -0.8%