We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BDFN
101
Bond & Devick Financial Network
Minnesota
$5.62M +$270K +9,954 +5%
GLLW
102
Graves Light Lenhart Wealth
Virginia
$5.61M -$15.1K -556 -0.3%
PS
103
Portfolio Solutions
Michigan
$5.38M +$44.6K +1,644 +0.8%
SBL
104
Sargent Bickham Lagudis
Colorado
$5.3M +$425K +15,652 +9%
EWM
105
Empirical Wealth Management
Washington
$5.23M +$238K +8,780 +5%
Morgan Stanley
106
Morgan Stanley
New York
$5.11M -$697K -25,678 -12%
GAM
107
Gemmer Asset Management
California
$5.03M +$21.9K +808 +0.4%
SFA
108
Souders Financial Advisors
Ohio
$4.8M +$597K +21,992 +14%
VAS
109
Valicenti Advisory Services
New York
$4.61M +$150K +5,538 +3%
SFG
110
SNS Financial Group
Minnesota
$4.42M -$393K -14,466 -8%
SWM
111
SeaCrest Wealth Management
New York
$4.31M +$587K +21,630 +16%
WA
112
Waverly Advisors
Alabama
$4.3M -$832K -30,676 -16%
WP
113
WealthShield Partners
North Carolina
$4.29M +$689K +25,376 +19%
GRP
114
Global Retirement Partners
California
$4.27M +$3.3M +121,752 +352%
PFM
115
Peak Financial Management
Massachusetts
$4.12M +$228K +8,416 +6%
RWM
116
RKL Wealth Management
Pennsylvania
$3.96M +$24.2K +890 +0.6%
1WM
117
1900 Wealth Management
Texas
$3.95M +$2.02M +74,426 +106%
BBW
118
Blue Barn Wealth
Utah
$3.94M +$3.92M +144,448 New
ISWM
119
Independent Solutions Wealth Management
New York
$3.75M +$356K +13,126 +11%
CF
120
Corrigan Financial
Rhode Island
$3.68M +$412K +15,196 +13%
WIA
121
World Investment Advisors
California
$3.67M +$277K +10,216 +8%
RFA
122
Reilly Financial Advisors
California
$3.66M +$68.5K +2,526 +2%
JWM
123
Janiczek Wealth Management
Colorado
$3.58M +$199K +7,328 +6%
CMP
124
Courage Miller Partners
Virginia
$3.36M -$289K -10,634 -8%
NI
125
NYL Investors
New York
$3.23M -$70.6K -2,600 -2%