We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
126
Curtis Advisory Group
California
$6.07M -$622K -26,892 -9%
LFG
127
Larson Financial Group
Missouri
$6.02M -$1.08M -46,596 -15%
BWL
128
Bogart Wealth LLC
Virginia
$5.99M +$12.9K +557 +0.2%
SFG
129
SNS Financial Group
Minnesota
$5.93M +$1.49M +64,596 +34%
MWM
130
Manske Wealth Management
Texas
$5.81M +$593K +25,643 +11%
HA
131
HC Advisors
Georgia
$5.8M +$536K +23,156 +10%
CIBC World Market
132
CIBC World Market
Ontario, Canada
$5.78M – – –
MWM
133
MorganRosel Wealth Management
Colorado
$5.71M +$106K +4,593 +2%
BCM
134
Brookstone Capital Management
Illinois
$5.56M +$794K +34,317 +17%
MFG
135
Merit Financial Group
Georgia
$5.47M -$753K -32,562 -12%
AO
136
Advisor OS
Illinois
$5.39M +$4.94M +213,617 +1,096%
FFN
137
Focus Financial Network
Minnesota
$5.35M +$237K +10,262 +5%
SI
138
Stonekeep Investments
New Mexico
$5.19M +$19.5K +844 +0.4%
CNWM
139
Clay Northam Wealth Management
California
$5.15M -$304K -13,117 -6%
PWM
140
Perigon Wealth Management
California
$5.15M +$883K +38,155 +21%
WA
141
Waverly Advisors
Alabama
$5.14M -$188K -8,139 -4%
WAM
142
Wakefield Asset Management
Colorado
$5.12M +$145K +6,264 +3%
BWP
143
Balboa Wealth Partners
Arizona
$5.07M +$4.6M +198,804 +973%
AWM
144
Axxcess Wealth Management
California
$4.99M +$4.99M +215,559 New
NSG
145
Nalls Sherbakoff Group
Tennessee
$4.98M -$110K -4,745 -2%
OWM
146
OneAscent Wealth Management
Alabama
$4.97M +$4.97M +214,984 New
XPN
147
XY Planning Network
Montana
$4.92M +$155K +6,705 +3%
FFS
148
Fischer Financial Services
Pennsylvania
$4.89M +$172K +7,418 +4%
TWM
149
Tradition Wealth Management
Minnesota
$4.82M +$119K +5,159 +3%
FCH
150
Freestone Capital Holdings
Washington
$4.78M -$138K -5,950 -3%