We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
126
Pure Financial Advisors
California
$1.06M +$44.6K +1,700 +4%
PFM
127
Phillips Financial Management
Indiana
$1.06M +$70.7K +2,698 +7%
TCM
128
Twele Capital Management
Minnesota
$1.02M -$85.9K -3,278 -8%
GI
129
Gradient Investments
Minnesota
$1M +$33.8K +1,290 +3%
HB
130
Homrich & Berg
Georgia
$996K +$75.3K +2,872 +8%
BL
131
BCWM LLC
Kansas
$979K +$65.6K +2,504 +7%
CFD
132
Creative Financial Designs
Indiana
$970K +$111K +4,232 +13%
BRWA
133
B. Riley Wealth Advisors
Florida
$928K +$31K +1,184 +3%
MAS
134
Madden Advisory Services
Florida
$915K +$95.7K +3,650 +12%
JFG
135
JMG Financial Group
Illinois
$895K +$202K +7,718 +29%
SWM
136
Stockman Wealth Management
Montana
$864K +$865K +33,000 New
MML Investors Services
137
MML Investors Services
Massachusetts
$842K +$512K +19,550 +155%
PFG
138
Piershale Financial Group
Illinois
$800K -$619K -23,624 -44%
WIC
139
Whitegate Investment Counselors
New Hampshire
$793K -$62.9K -2,400 -7%
MI
140
Moneywise Inc
Virginia
$786K +$78.3K +2,986 +11%
HDIM
141
Hanson & Doremus Investment Management
Vermont
$784K +$500K +19,060 +175%
HCM
142
Hengehold Capital Management
Ohio
$769K -$5.29K -202 -0.7%
CIAS
143
Capital Investment Advisory Services
North Carolina
$766K -$471K -17,970 -38%
PS
144
Portfolio Solutions
Michigan
$759K -$750K -28,630 -50%
HWM
145
Highwater Wealth Management
Colorado
$755K +$27.5K +1,048 +4%
VF
146
Virtu Financial
New York
$720K +$721K +27,502 New
OC
147
Oarsman Capital
Wisconsin
$718K +$38.9K +1,484 +6%
VIA
148
Vantage Investment Advisors
Pennsylvania
$703K +$37.9K +1,446 +6%
MAS
149
Managed Account Services
Florida
$698K +$90.5K +3,454 +15%
SFG
150
StrategIQ Financial Group
Indiana
$681K +$26.7K +1,018 +4%