We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
176
Phillips Financial Management
Indiana
$1.17M -$15.5K -606 -1%
B
177
Bailard
California
$1.13M
SWM
178
Stockman Wealth Management
Montana
$1.11M +$35.7K +1,400 +3%
BAM
179
Baldrige Asset Management
Pennsylvania
$1.08M +$1.06M +41,648 New
FSWA
180
Financial Synergies Wealth Advisors
Texas
$1.04M +$1.02M +39,924 New
EWA
181
EP Wealth Advisors
California
$1.01M -$792K -31,050 -44%
WF
182
WealthTrust Fairport
Ohio
$1M +$197K +7,740 +25%
OCM
183
One Capital Management
California
$1M -$2.9M -113,754 -75%
HB
184
Homrich & Berg
Georgia
$996K -$3.38M -132,648 -78%
S
185
SignatureFD
Georgia
$994K -$150K -5,894 -13%
PA
186
Parallel Advisors
California
$982K +$890K +34,876 +1,173%
BL
187
BCWM LLC
Kansas
$979K +$59.2K +2,320 +7%
GI
188
Gradient Investments
Minnesota
$975K -$363K -14,230 -27%
SFG
189
Sage Financial Group
Pennsylvania
$966K -$484K -18,962 -34%
Mirae Asset Global Investments
190
Mirae Asset Global Investments
South Korea
$960K
Koshinski Asset Management
191
Koshinski Asset Management
Illinois
$935K -$10.7K -418 -1%
AACR
192
ACR Alpine Capital Research
Missouri
$913K +$109K +4,276 +14%
MF
193
Manchester Financial
California
$903K +$17.6K +688 +2%
AG
194
Appleton Group
Wisconsin
$894K +$879K +34,472 New
Baird Financial Group
195
Baird Financial Group
Wisconsin
$891K +$575K +22,530 +190%
RF
196
RHS Financial
California
$859K -$126K -4,928 -13%
WIC
197
Whitegate Investment Counselors
New Hampshire
$844K +$20.1K +788 +2%
FWM
198
Frontier Wealth Management
Missouri
$833K -$22.9M -897,834 -97%
CWM
199
Cabot Wealth Management
Massachusetts
$815K -$86.2K -3,380 -10%
RWM
200
RBA Wealth Management
California
$809K +$799K +31,314 New