We are live on ! Find out more
SCHZ icon

Schwab US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FD
201
Financial Designs
California
$2.69M +$160K +6,832 +6%
CMBA
202
C.M. Bidwell & Associates
Hawaii
$2.68M +$362K +15,397 +15%
AP
203
Advisors Preferred
Maryland
$2.68M +$2.69M +114,588 New
MML Investors Services
204
MML Investors Services
Massachusetts
$2.64M -$115K -4,905 -4%
BWM
205
BCS Wealth Management
Tennessee
$2.63M +$1.2M +51,031 +83%
TA
206
Tactive Advisors
Florida
$2.63M +$470K +20,032 +22%
SW
207
Simplicity Wealth
New Jersey
$2.62M +$162K +6,896 +7%
OFS
208
OneAscent Financial Services
Alabama
$2.61M +$32.4K +1,378 +1%
LA
209
LVW Advisors
New York
$2.55M +$478K +20,375 +23%
CWP
210
Core Wealth Partners
California
$2.54M +$280K +11,927 +12%
ES
211
ETF Store
Kansas
$2.53M +$61.1K +2,601 +2%
OFG
212
Omega Financial Group
California
$2.52M +$22.7K +967 +0.9%
AR
213
Apeiron RIA
Texas
$2.51M -$4.55M -193,872 -64%
IFG
214
Independent Financial Group
California
$2.47M +$23.8K +1,013 +1%
EHAM
215
Eagle Harbor Asset Management
Washington
$2.46M -$6.64K -283 -0.3%
MW
216
Maia Wealth
Colorado
$2.45M -$171K -7,262 -7%
Boston Partners
217
Boston Partners
Massachusetts
$2.43M +$391K +16,639 +19%
MCA
218
Magnolia Capital Advisors
Mississippi
$2.42M +$2.43M +103,630 New
JFG
219
JMG Financial Group
Illinois
$2.42M +$81.8K +3,483 +3%
MCM
220
M1 Capital Management
Michigan
$2.4M +$10.8K +459 +0.4%
NLA
221
Northern Lights Advisors
Washington
$2.37M +$2.38M +101,329 New
SB
222
Strategic Blueprint
Georgia
$2.37M +$243K +10,332 +11%
Envestnet Portfolio Solutions
223
Envestnet Portfolio Solutions
Illinois
$2.37M +$317K +13,502 +15%
GWP
224
Gen-Wealth Partners
Michigan
$2.35M +$507K +21,576 +27%
HNH
225
Hopwood Nicholas Hunter
$2.33M +$2.34M +99,533 New