We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FF
151
Friedenthal Financial
New Jersey
$3.94M -$1.21M -52,715 -24%
EWM
152
Empirical Wealth Management
Washington
$3.83M +$149K +6,507 +4%
VI
153
VanderPol Investments
Michigan
$3.81M +$82.6K +3,606 +2%
PWM
154
Perigon Wealth Management
California
$3.78M +$58.7K +2,563 +2%
FFS
155
Fischer Financial Services
Pennsylvania
$3.73M +$1.6M +70,060 +77%
Envestnet Portfolio Solutions
156
Envestnet Portfolio Solutions
Illinois
$3.64M -$3.93M -171,599 -52%
NI
157
NYL Investors
New York
$3.56M +$52.7K +2,300 +2%
FTS
158
Fifth Third Securities
Ohio
$3.54M -$2.64M -115,410 -43%
LWA
159
Lifelong Wealth Advisors
Minnesota
$3.53M +$114K +4,980 +3%
RWM
160
Rialto Wealth Management
New York
$3.45M -$49.1K -2,142 -1%
MLA
161
My Legacy Advisors
Oregon
$3.44M +$35.6K +1,554 +1%
MSFS
162
Main Street Financial Solutions
Pennsylvania
$3.43M +$188K +8,208 +6%
SI
163
Stonekeep Investments
New Mexico
$3.41M +$746K +32,558 +28%
GFWA
164
Grey Fox Wealth Advisors
Delaware
$3.39M -$170K -7,421 -5%
PIMG
165
Patriot Investment Management Group
Tennessee
$3.34M -$502K -21,902 -13%
NFTC
166
North Forty Two & Co
Oregon
$3.34M +$207K +9,045 +7%
HI
167
Harbour Investments
Wisconsin
$3.33M -$188K -8,208 -5%
NCM
168
Northwest Capital Management
Oregon
$3.31M +$837K +36,547 +34%
CWM
169
Chesapeake Wealth Management
Virginia
$3.31M -$52.6K -2,295 -2%
EWA
170
Emergent Wealth Advisors
New York
$3.25M +$82.6K +3,607 +3%
RIM
171
Redwood Investment Management
Arizona
$3.24M +$220K +9,597 +7%
PFGIA
172
Patriot Financial Group Insurance Agency
Massachusetts
$3.21M +$281K +12,262 +10%
CFGSD
173
Compass Financial Group (South Dakota)
South Dakota
$3.17M +$698K +30,463 +29%
5W
174
5T Wealth
California
$3.11M -$597K -26,055 -16%
CFMC
175
Curbstone Financial Management Corp
New Hampshire
$2.97M +$91.6K +4,000 +3%