We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
151
Novare Capital Management
North Carolina
$1.32M +$695K +26,622 +110%
AWM
152
Avior Wealth Management
Nebraska
$1.3M +$69.1K +2,650 +6%
FFA
153
First Foundation Advisors
California
$1.26M +$1.26M +48,424 New
Renaissance Technologies
154
Renaissance Technologies
New York
$1.24M +$1.24M +47,624 New
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$1.2M +$1.46K +56 +0.1%
SFG
156
Sage Financial Group
Pennsylvania
$1.17M +$1.17M +44,816 New
PFM
157
Phillips Financial Management
Indiana
$1.15M +$101K +3,868 +10%
REMPR
158
Roof Eidam Maycock Peralta (REMP)
California
$1.12M
TWA
159
TCI Wealth Advisors
Arizona
$1.11M +$1.12M +42,826 New
AL
160
Aspiriant LLC
California
$1.11M -$5.01M -191,942 -82%
BRWA
161
B. Riley Wealth Advisors
Florida
$1.1M +$180K +6,914 +20%
RRC
162
Relaxing Retirement Coach
Massachusetts
$1.08M +$1.09M +41,648 New
TCM
163
Twele Capital Management
Minnesota
$1.07M +$53.7K +2,058 +5%
SWM
164
Stockman Wealth Management
Montana
$1.04M +$183K +7,000 +21%
OC
165
Oarsman Capital
Wisconsin
$1M +$290K +11,102 +40%
GI
166
Gradient Investments
Minnesota
$999K +$2.61K +100 +0.3%
MAS
167
Madden Advisory Services
Florida
$998K +$88K +3,374 +10%
SHA
168
Seneca House Advisors
Virginia
$996K +$999K +38,284 New
BL
169
BCWM LLC
Kansas
$974K +$574 +22 +0.1%
Cetera Investment Advisers
170
Cetera Investment Advisers
Illinois
$973K -$129K -4,956 -12%
SWM
171
Shakespeare Wealth Management
Wisconsin
$973K +$975K +37,382 New
Millennium Management
172
Millennium Management
New York
$944K +$562K +21,554 +146%
JFG
173
JMG Financial Group
Illinois
$907K +$17.7K +678 +2%
SCA
174
Strategic Capital Advisers
Colorado
$879K +$881K +33,764 New
HDIM
175
Hanson & Doremus Investment Management
Vermont
$863K +$83.3K +3,192 +11%