We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
126
Janiczek Wealth Management
Colorado
$3.43M +$40.5K +1,674 +1%
GLLW
127
Graves Light Lenhart Wealth
Virginia
$3.38M -$1.34M -55,322 -28%
CFMC
128
Curbstone Financial Management Corp
New Hampshire
$3.37M -$2.48M -102,400 -42%
CBFP
129
Cedar Brook Financial Partners
Ohio
$3.37M -$378K -15,614 -10%
IWC
130
Integrated Wealth Concepts
Massachusetts
$3.36M +$2.42M +99,848 +247%
HI
131
Harbour Investments
Wisconsin
$3.33M +$3.37M +139,330 New
ZF
132
Zhang Financial
Michigan
$3.31M +$644K +26,590 +24%
1WM
133
1900 Wealth Management
Texas
$3.3M +$30K +1,240 +0.9%
AWS
134
AJ Wealth Strategies
New York
$3.23M -$1.14M -47,188 -26%
RJFSA
135
Raymond James Financial Services Advisors
Florida
$3.22M +$21.6K +894 +0.7%
RPGK
136
Retirement Planning Group (Kansas)
Kansas
$3.19M -$520K -21,484 -14%
IA
137
Integrity Advisory
Kansas
$3.18M +$1.38M +57,160 +76%
NI
138
NYL Investors
New York
$3.13M -$19.4K -800 -0.6%
CMP
139
Courage Miller Partners
Virginia
$3.06M +$10.6K +438 +0.3%
OAM
140
Oak Asset Management
California
$3.06M +$3.09M +127,866 New
CFD
141
Creative Financial Designs
Indiana
$2.92M +$407K +16,814 +16%
BCM
142
Barden Capital Management
Texas
$2.88M +$367K +15,168 +14%
AF
143
Advisornet Financial
Minnesota
$2.86M -$1.98M -81,828 -41%
OFG
144
Omega Financial Group
California
$2.86M -$2.15M -88,656 -43%
AWE
145
Avidian Wealth Enterprises
Texas
$2.83M +$854K +35,276 +42%
FTS
146
Fifth Third Securities
Ohio
$2.83M +$2.86M +118,190 New
SWM
147
SeaCrest Wealth Management
New York
$2.82M -$97.5K -4,030 -3%
BBW
148
Blue Barn Wealth
Utah
$2.79M -$201K -8,304 -7%
LWM
149
Ledge Wealth Management
Minnesota
$2.7M +$1.02M +41,936 +59%
CC
150
Callan Capital
California
$2.66M +$2.69M +111,104 New