We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
176
Pure Financial Advisors
California
$1.42M -$250K -9,312 -15%
BAM
177
Baldrige Asset Management
Pennsylvania
$1.42M +$47.3K +1,766 +3%
MFGP
178
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.4M +$400K +14,930 +40%
BWL
179
Bogart Wealth LLC
Virginia
$1.38M +$65.5K +2,444 +5%
Koshinski Asset Management
180
Koshinski Asset Management
Illinois
$1.35M +$296K +11,038 +28%
FSWA
181
Financial Synergies Wealth Advisors
Texas
$1.34M +$16.3K +608 +1%
LNC
182
Lincoln National Corp
Pennsylvania
$1.32M +$10.2K +380 +0.8%
IDA
183
Intelligence Driven Advisers
California
$1.3M -$116K -4,346 -8%
IA
184
IFP Advisors
Florida
$1.29M -$493K -18,412 -28%
LWM
185
Laidlaw Wealth Management
New York
$1.28M +$1.29M +47,984 New
AACR
186
ACR Alpine Capital Research
Missouri
$1.28M +$36.1K +1,348 +3%
MF
187
Manchester Financial
California
$1.27M +$330K +12,310 +35%
TC
188
Tatro Capital
Kentucky
$1.27M +$1.27M +47,408 New
CMO
189
Covenant Multifamily Offices
Texas
$1.25M -$8.04K -300 -0.6%
MWM
190
Mission Wealth Management
California
$1.24M -$165K -6,154 -12%
PWM
191
Perigon Wealth Management
California
$1.24M +$650K +24,244 +110%
RPG
192
Resource Planning Group
Georgia
$1.22M -$39.8K -1,484 -3%
AWA
193
Alaska Wealth Advisors
Alaska
$1.21M +$1.21M +45,162 New
HSA
194
HBK Sorce Advisory
Pennsylvania
$1.21M -$104K -3,896 -8%
RJFSA
195
Raymond James Financial Services Advisors
Florida
$1.2M +$870K +32,470 +263%
FG
196
Fiduciary Group
Georgia
$1.19M -$118K -4,394 -9%
GCA
197
Genesee Capital Advisors
New York
$1.19M +$103K +3,830 +9%
SWM
198
Stockman Wealth Management
Montana
$1.19M +$10.2K +380 +0.9%
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$1.16M +$511K +19,054 +78%
BAM
200
Belpointe Asset Management
Nevada
$1.15M +$1.16M +43,108 New