We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
G
151
Gainplan
Michigan
$1.69M +$1.66M +63,694 New
AI
152
Atria Investments
North Carolina
$1.66M -$657K -25,272 -29%
PFA
153
Pure Financial Advisors
California
$1.65M +$77.2K +2,968 +5%
Bank of New York Mellon
154
Bank of New York Mellon
New York
$1.62M +$1.59M +61,142 New
RA
155
Rational Advisors
New York
$1.62M +$180K +6,924 +13%
MAM
156
Marquette Asset Management
Minnesota
$1.57M -$107K -4,128 -6%
RWM
157
Reston Wealth Management
Virginia
$1.55M +$11.1K +428 +0.7%
JWA
158
JFS Wealth Advisors
Pennsylvania
$1.53M -$13.4K -516 -0.9%
SC
159
Slow Capital
California
$1.53M +$123K +4,742 +9%
SP
160
Successful Portfolios
Florida
$1.52M +$9.47K +364 +0.6%
BFM
161
Broadview Financial Management
Wisconsin
$1.51M +$127K +4,892 +9%
GI
162
Gradient Investments
Minnesota
$1.48M +$477K +18,322 +49%
BRWA
163
B. Riley Wealth Advisors
Florida
$1.46M +$62.4K +2,400 +5%
MWM
164
Mission Wealth Management
California
$1.44M -$47.5K -1,826 -3%
FC
165
FCA Corp
Texas
$1.43M +$26.7K +1,026 +2%
GIA
166
Gladstone Institutional Advisory
Florida
$1.43M +$84.6K +3,252 +6%
AG
167
Appleton Group
Wisconsin
$1.39M +$470K +18,072 +52%
TCM
168
Twele Capital Management
Minnesota
$1.37M +$53.2K +2,044 +4%
RPG
169
Resource Planning Group
Georgia
$1.32M -$178K -6,838 -12%
HSA
170
HBK Sorce Advisory
Pennsylvania
$1.31M -$113K -4,350 -8%
SCA
171
Strategic Capital Advisers
Colorado
$1.31M +$18.4K +706 +1%
CMO
172
Covenant Multifamily Offices
Texas
$1.3M +$1.28M +49,028 New
FG
173
Fiduciary Group
Georgia
$1.3M -$37K -1,424 -3%
FSWA
174
Financial Synergies Wealth Advisors
Texas
$1.29M +$227K +8,746 +22%
BAM
175
Baldrige Asset Management
Pennsylvania
$1.29M +$179K +6,900 +17%