We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF
SCHZ

Name Holding Trade Value Shares
Change 		Change in
Stake
LTL
176
Lowery Thomas LLC
California
$2.89M -$152K -6,656 -5%
HWM
177
HB Wealth Management
Georgia
$2.87M -$571K -24,928 -17%
VAF
178
Values Added Financial
District of Columbia
$2.83M +$1.38M +60,354 +98%
JFG
179
JMG Financial Group
Illinois
$2.72M -$157K -6,854 -6%
VA
180
Valmark Advisers
Ohio
$2.71M -$550K -24,006 -17%
OC
181
Oarsman Capital
Wisconsin
$2.69M -$151K -6,580 -5%
OFS
182
OneAscent Financial Services
Alabama
$2.66M -$86.6K -3,779 -3%
FW
183
FullCircle Wealth
Texas
$2.66M +$72K +3,143 +3%
FIA
184
Foundations Investment Advisors
Arizona
$2.66M +$190K +8,274 +8%
FD
185
Financial Designs
California
$2.61M +$44K +1,919 +2%
CMAI
186
Capital Management Associates Inc
Minnesota
$2.59M +$227K +9,917 +10%
AI
187
Atria Investments
North Carolina
$2.51M +$822K +35,877 +50%
IFG
188
Independent Financial Group
California
$2.5M +$103K +4,509 +4%
FWP
189
Firethorn Wealth Partners
Georgia
$2.5M -$39.7K -1,734 -2%
CW
190
CreativeOne Wealth
Kansas
$2.48M +$256K +11,159 +12%
CHA
191
Cooper/Haims Advisors
New York
$2.46M -$606K -26,447 -20%
BBW
192
Blue Barn Wealth
Utah
$2.43M -$356K -15,522 -13%
ES
193
ETF Store
Kansas
$2.41M -$50.1K -2,189 -2%
MCA
194
Magnolia Capital Advisors
Mississippi
$2.4M – – –
WANY
195
Wealthspire Advisors (New York)
New York
$2.39M -$46.7K -2,038 -2%
MCM
196
M1 Capital Management
Michigan
$2.38M +$267K +11,648 +13%
VIA
197
Victrix Investment Advisors
Florida
$2.37M +$2.38M +104,042 New
AA
198
Ancora Advisors
Ohio
$2.36M -$93.5K -4,080 -4%
MW
199
Maia Wealth
Colorado
$2.34M +$128K +5,589 +6%
RPGK
200
Retirement Planning Group (Kansas)
Kansas
$2.34M -$132K -5,770 -5%
6 7
8
9 10