We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Avior Wealth Management
Nebraska
$6.26M +$856K +36,548 +16%
SFG
102
SNS Financial Group
Minnesota
$6.24M +$22K +938 +0.4%
AAS
103
Asset Allocation Strategies
Michigan
$6.11M +$4.35M +185,860 +261%
PFM
104
Peak Financial Management
Massachusetts
$5.95M +$329K +14,058 +6%
Jane Street
105
Jane Street
New York
$5.91M -$3.7M -158,090 -39%
SWM
106
SigFig Wealth Management
California
$5.86M +$657K +28,042 +8%
BWL
107
Bogart Wealth LLC
Virginia
$5.75M +$81.9K +3,498 +1%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$5.68M -$105K -4,500 -2%
BBWP
109
Beacon Bridge Wealth Partners
Pennsylvania
$5.6M +$170K +7,250 +3%
CFD
110
Creative Financial Designs
Indiana
$5.51M +$431K +18,428 +9%
PFM
111
Phillips Financial Management
Indiana
$5.4M -$22.7K -970 -0.4%
FF
112
Friedenthal Financial
New Jersey
$5.29M -$218K -9,306 -4%
T
113
TNF
Montana
$5.25M +$4.22M +180,128 +66%
VPP
114
Vertex Planning Partners
Illinois
$5.22M +$3.88M +165,544 +306%
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$5.2M +$691K +29,522 +16%
CRC
116
Curi RMB Capital
Illinois
$5.15M +$181K +7,748 +4%
PAS
117
Park Avenue Securities
New York
$5.15M +$70.9K +3,030 +1%
MML Investors Services
118
MML Investors Services
Massachusetts
$5.08M +$370K +15,822 +8%
DWP
119
Daymark Wealth Partners
Ohio
$4.96M +$325K +13,878 +7%
NFG
120
Northeast Financial Group
Pennsylvania
$4.96M -$301K -12,876 -6%
CAG
121
Curtis Advisory Group
California
$4.93M +$334K +14,258 +7%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$4.91M +$3.06M +130,490 +171%
ACA
123
Affinity Capital Advisors
California
$4.9M -$236K -10,084 -5%
MFGP
124
Marshall Financial Group (Pennsylvania)
Pennsylvania
$4.84M +$605K +25,850 +15%
AO
125
Advisor OS
Illinois
$4.82M +$21.9K +936 +0.5%