We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
126
ProVise Management Group
Florida
$2.66M +$85.4K +3,418 +3%
HSA
127
HBK Sorce Advisory
Pennsylvania
$2.64M +$2.37M +94,720 +986%
MA
128
Mutual Advisors
Nebraska
$2.58M +$38.2K +1,530 +2%
HWMG
129
Hurlow Wealth Management Group
Indiana
$2.55M +$2.51M +100,526 New
SFS
130
Strategic Financial Services
New York
$2.52M -$23.7K -950 -0.9%
CFMC
131
Curbstone Financial Management Corp
New Hampshire
$2.47M – – –
SFG
132
SNS Financial Group
Minnesota
$2.45M +$89.2K +3,574 +4%
SWM
133
SeaCrest Wealth Management
New York
$2.4M -$8.49K -340 -0.4%
VAS
134
Valicenti Advisory Services
New York
$2.33M +$2.03M +81,464 +774%
AIM
135
AMI Investment Management
Indiana
$2.28M -$421K -16,856 -16%
KWM
136
Kingsview Wealth Management
Oregon
$2.28M -$87.5K -3,506 -4%
VDI
137
Vaughan David Investments
Illinois
$2.21M +$602K +24,110 +38%
PAG
138
Private Advisor Group
New Jersey
$2.21M +$1.71M +68,564 +365%
LFA
139
Landmark Financial Advisors
Kentucky
$2.17M +$11.3K +454 +0.5%
HI
140
Hudock Inc
Pennsylvania
$2.15M -$379K -15,172 -15%
GCA
141
Gradient Capital Advisors
California
$2.05M +$2.95K +118 +0.1%
CF
142
Corrigan Financial
Rhode Island
$2.03M +$45.2K +1,810 +2%
CWS
143
Cypress Wealth Services
California
$2.01M -$250K -10,016 -11%
GC
144
Garde Capital
Washington
$1.92M +$46.5K +1,864 +3%
IDA
145
Intelligence Driven Advisers
California
$1.88M +$1.85M +74,112 New
RFA
146
Reilly Financial Advisors
California
$1.85M +$155K +6,194 +9%
AI
147
Atria Investments
North Carolina
$1.84M -$31.4K -1,256 -2%
EWA
148
EP Wealth Advisors
California
$1.77M -$1.55M -62,110 -47%
FC
149
Forte Capital
New York
$1.74M +$101K +4,046 +6%
BIA
150
Barry Investment Advisors
Massachusetts
$1.73M +$1.7M +68,220 New
4 5
6
7 8