We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PS
101
Portfolio Solutions
Michigan
$5.02M +$417K +14,774 +9%
GAM
102
Gemmer Asset Management
California
$4.94M -$408K -14,472 -8%
EWM
103
Empirical Wealth Management
Washington
$4.85M -$18.6K -658 -0.4%
SFS
104
Summit Financial Strategies
Ohio
$4.83M +$253K +8,962 +5%
WA
105
Waverly Advisors
Alabama
$4.68M +$157K +5,564 +3%
Morgan Stanley
106
Morgan Stanley
New York
$4.38M -$723K -25,620 -14%
BWM
107
BerganKDV Wealth Management
Minnesota
$4.34M -$440K -15,608 -9%
SWM
108
SigFig Wealth Management
California
$4.02M +$504K +17,866 +14%
PEA
109
Pacific Edge Advisors
California
$3.98M +$193K +6,840 +5%
RWM
110
Reston Wealth Management
Virginia
$3.97M +$93.5K +3,316 +2%
RWM
111
RKL Wealth Management
Pennsylvania
$3.92M -$49.3K -1,748 -1%
TNA
112
True North Advisors
Texas
$3.89M +$439K +15,580 +13%
BAAM
113
Baker Avenue Asset Management
California
$3.82M
SFA
114
Souders Financial Advisors
Ohio
$3.82M +$443K +15,708 +13%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$3.78M -$670K -23,772 -15%
PFM
116
Peak Financial Management
Massachusetts
$3.47M +$213K +7,546 +6%
JWM
117
Janiczek Wealth Management
Colorado
$3.45M +$39.7K +1,406 +1%
RFA
118
Reilly Financial Advisors
California
$3.45M +$250K +8,858 +8%
RJFSA
119
Raymond James Financial Services Advisors
Florida
$3.35M +$528K +18,720 +19%
NI
120
NYL Investors
New York
$3.33M -$95.9K -3,400 -3%
OWM
121
Opes Wealth Management
California
$3.32M -$5.89M -208,682 -64%
NWS
122
Newport Wealth Strategies
California
$3.29M +$2.03M +71,830 +158%
FFN
123
Focus Financial Network
Minnesota
$3.28M +$3.3M +117,118 New
SFG
124
SNS Financial Group
Minnesota
$3.15M +$80.2K +2,842 +3%
CFD
125
Creative Financial Designs
Indiana
$3.14M +$2.91M +103,144 +1,179%