We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
126
B. Riley Wealth Advisors
Florida
$895K +$129K +4,930 +17%
CFD
127
Creative Financial Designs
Indiana
$858K +$110K +4,232 +15%
WIC
128
Whitegate Investment Counselors
New Hampshire
$854K -$122K -4,672 -13%
MAS
129
Madden Advisory Services
Florida
$818K +$24K +920 +3%
LA
130
LVW Advisors
New York
$799K -$19.2K -736 -2%
CWP
131
Capital Wealth Planning
Florida
$788K +$787K +30,158 New
HCM
132
Hengehold Capital Management
Ohio
$773K +$18.4K +706 +2%
NCM
133
Novare Capital Management
North Carolina
$766K +$268K +10,272 +54%
HWM
134
Highwater Wealth Management
Colorado
$726K +$260K +9,970 +56%
MI
135
Moneywise Inc
Virginia
$707K -$121K -4,656 -15%
LTFS
136
Ladenburg Thalmann Financial Services
Florida
$701K -$1.19M -45,600 -63%
JFG
137
JMG Financial Group
Illinois
$691K +$43.8K +1,680 +7%
OC
138
Oarsman Capital
Wisconsin
$678K +$35.4K +1,356 +6%
VIA
139
Vantage Investment Advisors
Pennsylvania
$664K -$35K -1,340 -5%
FCAG
140
First Capital Advisors Group
New Jersey
$664K +$200K +7,672 +43%
AIP
141
Almanack Investment Partners
Pennsylvania
$660K +$491K +18,806 +291%
BWA
142
Burt Wealth Advisors
Maryland
$659K -$20.5K -786 -3%
Citigroup
143
Citigroup
New York
$659K -$730 -28 -0.1%
SFG
144
StrategIQ Financial Group
Indiana
$653K -$49K -1,880 -7%
PAM
145
Peak Asset Management
Colorado
$637K -$59.1K -2,264 -8%
MAS
146
Managed Account Services
Florida
$606K +$6.21K +238 +1%
MWAC
147
Mariner Wealth Advisors (Cincinnati)
Ohio
$591K -$14.9K -570 -2%
ACM
148
Armbruster Capital Management
New York
$580K +$37.2K +1,428 +7%
QCMNJ
149
Quantum Capital Management (New Jersey)
New Jersey
$542K +$20.1K +772 +4%
AF
150
Allworth Financial
California
$504K +$30.3K +1,162 +6%