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
$7.04M -$206K -8,863 -3%
CFD
102
Creative Financial Designs
Indiana
$7M +$763K +32,841 +12%
SFG
103
SNS Financial Group
Minnesota
$6.9M +$727K +31,313 +12%
MCM
104
MAI Capital Management
Ohio
$6.67M +$5.21M +224,115 +374%
MAM
105
Marotta Asset Management
Virginia
$6.66M +$117K +5,056 +2%
CNWM
106
Clay Northam Wealth Management
California
$6.61M -$124K -5,323 -2%
ISWM
107
Independent Solutions Wealth Management
New York
$6.56M -$49.8K -2,142 -0.8%
CAG
108
Curtis Advisory Group
California
$6.21M -$839K -36,130 -12%
PAS
109
Park Avenue Securities
New York
$6.19M -$272K -11,699 -4%
WA
110
Waverly Advisors
Alabama
$6.13M -$1.77M -76,226 -23%
Cambridge Investment Research Advisors
111
Cambridge Investment Research Advisors
Iowa
$6.03M -$1.95M -84,150 -25%
MFG
112
Midwest Financial Group
Kansas
$6.03M +$143K +6,138 +2%
FF
113
Fairway Financial
Florida
$6M +$110K +4,715 +2%
CPG
114
Cornerstone Planning Group
New Jersey
$5.96M +$5.18M +223,067 +56,473%
BWL
115
Bogart Wealth LLC
Virginia
$5.85M -$54.1K -2,328 -0.9%
NFG
116
Northeast Financial Group
Pennsylvania
$5.84M +$437K +18,803 +8%
SFS
117
Security Financial Services
Indiana
$5.82M -$1.48M -63,744 -20%
NSG
118
Nalls Sherbakoff Group
Tennessee
$5.82M +$120K +5,153 +2%
FTS
119
Fifth Third Securities
Ohio
$5.64M +$1.47M +63,137 +36%
FCH
120
Freestone Capital Holdings
Washington
$5.5M -$323K -13,919 -6%
WP
121
WealthShield Partners
North Carolina
$5.42M +$7.9K +340 +0.1%
VPP
122
Vertex Planning Partners
Illinois
$5.39M +$22.2K +956 +0.4%
HPM
123
Hoxton Planning & Management
West Virginia
$5.22M +$607K +26,146 +13%
AO
124
Advisor OS
Illinois
$5.13M -$3.42K -147 -0.1%
OMC
125
Old Mission Capital
Illinois
$5.09M +$5.04M +216,925 New