| 8/1/2025 | Oarsman Capital Inc. | 151,220 | $3.51M | 0.6% | +30.1% | 0.040% | |
| 8/1/2025 | Austin Private Wealth LLC | 1,258,004 | $29.24M | 2.3% | -7.5% | 0.337% | |
| 8/1/2025 | Zhang Financial LLC | 97,380 | $2.26M | 0.1% | +0.5% | 0.026% | |
| 8/1/2025 | Signet Investment Advisory Group Inc. | 39,958 | $929K | 0.5% | +7.0% | 0.011% | |
| 8/1/2025 | Advisory Alpha LLC | 27,413 | $637K | 0.0% | +6.7% | 0.007% | |
| 8/1/2025 | Transcend Capital Advisors LLC | 46,001 | $1.07M | 0.1% | -24.8% | 0.012% | |
| 8/1/2025 | Brookwood Investment Group LLC | 43,337 | $1.01M | 0.2% | -41.5% | 0.012% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 242,913 | $5.65M | 0.2% | -1.6% | 0.065% | |
| 8/1/2025 | MorganRosel Wealth Management LLC | 361,995 | $8.41M | 2.3% | +1.7% | 0.097% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 4,002,318 | $93.01M | 0.0% | +2.4% | 1.071% | |
Get the Latest News and Ratings for SCHZ and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Schwab U.S. Aggregate Bond ETF and its competitors with MarketBeat's FREE daily newsletter. |
| 7/31/2025 | Optimum Investment Advisors | 12,016 | $279K | 0.1% | +20.1% | 0.003% | |
| 7/31/2025 | Ballast Advisors LLC | 91,810 | $2.13M | 0.6% | +4.3% | 0.025% | |
| 7/31/2025 | Schneider Downs Wealth Management Advisors LP | 25,443 | $591K | 0.1% | -2.5% | 0.007% | |
| 7/31/2025 | Leavell Investment Management Inc. | 339,477 | $7.89M | 0.4% | -6.8% | 0.091% | |
| 7/31/2025 | CVA Family Office LLC | 98,517 | $2.29M | 0.3% | -1.9% | 0.026% | |
| 7/31/2025 | Guardian Financial Partners LLC | 228,321 | $5.31M | 2.4% | +10.2% | 0.061% | |
| 7/31/2025 | TSA Wealth Managment LLC | 976,395 | $22.69M | 8.3% | -11.6% | 0.261% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 239,402 | $5.56M | 0.1% | -44.6% | 0.064% | |
| 7/31/2025 | MN Wealth Advisors LLC | 13,653 | $317K | 0.2% | N/A | 0.004% | |
| 7/31/2025 | Cardinal Point Capital Management ULC | 635,697 | $14.77M | 1.1% | +6,517.7% | 0.170% | |
| 7/31/2025 | Opes Wealth Management LLC | 10,354 | $241K | 0.0% | -23.8% | 0.003% | |
| 7/31/2025 | Carnegie Investment Counsel | 50,539 | $1.18M | 0.0% | +6.6% | 0.014% | |
| 7/31/2025 | Avion Wealth | 63,936 | $1.49M | 0.3% | -3.6% | 0.017% | |
| 7/30/2025 | Strategic Blueprint LLC | 92,693 | $2.15M | 0.1% | -0.7% | 0.025% | |
| 7/30/2025 | Caliber Wealth Management LLC KS | 9,451 | $220K | 0.0% | -5.4% | 0.003% | |
| 7/30/2025 | Black Diamond Financial LLC | 8,762 | $204K | 0.0% | N/A | 0.002% | |
| 7/30/2025 | Sterling Investment Management LLC | 66,630 | $1.55M | 1.0% | +0.8% | 0.018% | |
| 7/30/2025 | Brookstone Capital Management | 215,504 | $5.01M | 0.1% | -1.2% | 0.058% | |
| 7/30/2025 | Phillips Financial Management LLC | 198,203 | $4.61M | 0.3% | -10.8% | 0.053% | |
| 7/30/2025 | OMC Financial Services LTD | 56,750 | $1.32M | 0.5% | -4.6% | 0.015% | |
| 7/30/2025 | Retirement Planning Group LLC | 96,765 | $2.25M | 0.1% | -4.1% | 0.026% | |
| 7/30/2025 | Syntegra Private Wealth Group LLC | 15,663 | $364K | 0.0% | -11.1% | 0.004% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 89,656 | $2.08M | 0.1% | +0.6% | 0.024% | |
| 7/30/2025 | Bogart Wealth LLC | 251,375 | $5.84M | 0.2% | -0.9% | 0.067% | |
| 7/30/2025 | WBH Advisory Inc. | 67,566 | $1.57M | 0.1% | -9.4% | 0.018% | |
| 7/29/2025 | FLC Capital Advisors | 21,277 | $494K | 0.1% | -98.1% | 0.006% | |
| 7/29/2025 | Alaska Wealth Advisors | 63,953 | $1.49M | 0.2% | -3.5% | 0.017% | |
| 7/29/2025 | Forvis Mazars Wealth Advisors LLC | 12,892 | $300K | 0.0% | -30.5% | 0.003% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 33,602 | $774K | 0.0% | +15.3% | 0.009% | |
| 7/29/2025 | Kelman Lazarov Inc. | 22,094 | $513K | 0.1% | -17.5% | 0.006% | |
Alien rocks potentially worth trillions… (Ad) It might look like just a weird rock—but it’s tied to a discovery 60 Minutes says could be worth up to $16 trillion. These rare elements can’t be found on land… only in one high-pressure zone so extreme it could crush a human instantly.
Inside? Materials essential to AI, quantum computing, and advanced weapons tech. That’s why global superpowers are in a race to secure them—and why Trump just signed an Executive Order pushing for immediate extraction. Get the name and ticker of the $7 stock leading America’s supply race. |
| 7/29/2025 | Swmg LLC | 15,850 | $365K | 0.1% | -6.6% | 0.004% | |
| 7/29/2025 | Signature Estate & Investment Advisors LLC | 362,011 | $8.41M | 0.2% | -5.8% | 0.097% | |
| 7/29/2025 | Aspiriant LLC | 16,828 | $391K | 0.0% | -3.0% | 0.005% | |
| 7/29/2025 | Manchester Financial Inc. | 10,430 | $242K | 0.1% | -19.0% | 0.003% | |
| 7/29/2025 | Curbstone Financial Management Corp | 124,100 | $2.88M | 0.6% | -3.1% | 0.033% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 30,772 | $715K | 0.0% | -3.4% | 0.008% | |
| 7/29/2025 | Empirical Asset Management LLC | 57,829 | $1.34M | 0.4% | -13.3% | 0.015% | |
| 7/29/2025 | Latitude Advisors LLC | 35,000 | $813K | 0.4% | -9.3% | 0.009% | |
| 7/29/2025 | Horst & Graben Wealth Management LLC | 1,387,242 | $32.24M | 5.3% | -6.8% | 0.371% | |
| 7/29/2025 | Clearview Wealth Advisors LLC | 479,299 | $11.14M | 7.8% | -1.3% | 0.128% | |
| 7/28/2025 | WealthPLAN Partners LLC | 173,802 | $4.04M | 0.6% | -4.7% | 0.046% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 20,485 | $476K | 0.0% | N/A | 0.005% | |
| 7/28/2025 | RCS Financial Planning LLC | 40,826 | $949K | 0.5% | +5.1% | 0.011% | |
| 7/28/2025 | Chesapeake Wealth Management | 138,998 | $3.23M | 1.1% | -2.7% | 0.037% | |
| 7/28/2025 | Mutual Advisors LLC | 647,225 | $14.93M | 0.4% | +0.9% | 0.173% | |
| 7/28/2025 | Harbour Investments Inc. | 123,662 | $2.87M | 0.1% | -14.1% | 0.033% | |
| 7/28/2025 | Diversified Investment Strategies LLC | 12,020 | $279K | 0.2% | -4.3% | 0.003% | |
| 7/28/2025 | Cypress Wealth Services LLC | 518,250 | $12.04M | 2.2% | -5.2% | 0.139% | |
| 7/28/2025 | RFG Advisory LLC | 10,012 | $233K | 0.0% | N/A | 0.003% | |
| 7/28/2025 | Revolve Wealth Partners LLC | 724,791 | $16.84M | 2.2% | -2.4% | 0.194% | |
| 7/25/2025 | Northwest Capital Management Inc | 50,235 | $1.17M | 0.6% | -64.9% | 0.013% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 199,524 | $4.63M | 0.1% | -16.9% | 0.053% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 119,125 | $2.77M | 0.0% | -24.3% | 0.032% | |
| 7/25/2025 | Endowment Wealth Management Inc. | 30,166 | $701K | 0.4% | -4.1% | 0.008% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 20,815 | $484K | 0.0% | -12.7% | 0.006% | |
| 7/25/2025 | MGO One Seven LLC | 23,049 | $536K | 0.0% | +68.6% | 0.006% | |
| 7/25/2025 | ONE Advisory Partners LLC | 20,224 | $466K | 0.2% | +4.3% | 0.005% | |
| 7/25/2025 | Midwest Capital Advisors LLC | 93,546 | $2.17M | 1.1% | -46.1% | 0.025% | |
| 7/25/2025 | CWM LLC | 307,973 | $7.16M | 0.0% | -23.9% | 0.082% | |
| 7/25/2025 | Lawson Kroeker Investment Management Inc. NE | 10,623 | $247K | 0.0% | N/A | 0.003% | |
| 7/25/2025 | Lodestar Private Asset Management LLC | 69,487 | $1.62M | 0.2% | -9.0% | 0.019% | |
| 7/25/2025 | Apollon Wealth Management LLC | 16,658 | $387K | 0.0% | -45.1% | 0.004% | |
| 7/24/2025 | Drucker Wealth 3.0 LLC | 23,788 | $549K | 0.1% | +72.0% | 0.006% | |
| 7/24/2025 | VanderPol Investments L.L.C. | 112,247 | $2.61M | 5.5% | -31.8% | 0.030% | |
| 7/24/2025 | Blue Trust Inc. | 1,460,232 | $33.94M | 0.4% | +5.7% | 0.390% | |
| 7/24/2025 | Robertson Stephens Wealth Management LLC | 210,145 | $4.88M | 0.2% | -10.6% | 0.056% | |
| 7/24/2025 | Certus Wealth Management LLC | 11,571 | $269K | 0.2% | -5.7% | 0.003% | |
| 7/24/2025 | M1 Capital Management LLC | 101,422 | $2.36M | 1.2% | -1.5% | 0.027% | |
| 7/24/2025 | Coordinated Financial Services Inc. | 58,084 | $1.35M | 0.9% | N/A | 0.016% | |
| 7/24/2025 | Beacon Bridge Wealth Partners LLC | 211,119 | $4.91M | 1.9% | +7.6% | 0.056% | |
| 7/24/2025 | IFP Advisors Inc | 412,764 | $9.59M | 0.3% | +12.2% | 0.110% | |
| 7/24/2025 | MSH Capital Advisors LLC | 54,312 | $1.26M | 0.4% | +39.3% | 0.015% | |
| 7/24/2025 | US Bancorp DE | 33,083 | $769K | 0.0% | +1.7% | 0.009% | |
| 7/23/2025 | Columbus Macro LLC | 583,498 | $13.56M | 1.7% | +0.9% | 0.156% | |
| 7/23/2025 | Values Added Financial LLC | 19,541 | $454K | 0.2% | -84.0% | 0.005% | |
| 7/23/2025 | Peak Financial Management Inc. | 324,053 | $7.53M | 2.1% | +7.9% | 0.087% | |
| 7/23/2025 | Capital Management Associates Inc | 56,481 | $1.31M | 0.4% | -49.5% | 0.015% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 33,578 | $780K | 0.1% | -51.5% | 0.009% | |
| 7/23/2025 | Ignite Planners LLC | 28,472 | $654K | 0.1% | N/A | 0.008% | |
| 7/23/2025 | Valmark Advisers Inc. | 112,195 | $2.61M | 0.0% | -4.2% | 0.030% | |
This rock I’m holding could be worth trillions (Ad) A strange rock pulled from the ocean floor may hold the key to a $16 trillion resource boom. Inside it: materials critical for AI chips, EV batteries, smartphones, and advanced weapons systems.
While few people know about these metals, global powers—including the U.S., China, and Russia—are racing to secure them. And one tiny public company, recently backed by the U.S. government, holds mining rights to over 340 million tons… and near-monopoly access to the richest zone. See the name and ticker behind America’s $16 trillion resource push. |
| 7/23/2025 | Financial Life Advisors | 1,294,208 | $30.08M | 10.3% | +3.4% | 0.346% | |
| 7/23/2025 | Lansing Street Advisors | 16,345 | $380K | 0.1% | +2.8% | 0.004% | |
| 7/23/2025 | NBT Bank N A NY | 76,228 | $1.77M | 0.1% | -2.0% | 0.020% | |
| 7/23/2025 | Sax Wealth Advisors LLC | 18,043 | $419K | 0.0% | +15.1% | 0.005% | |
| 7/23/2025 | Friedenthal Financial | 166,900 | $3.88M | 2.1% | -1.8% | 0.045% | |
| 7/23/2025 | Independent Solutions Wealth Management LLC | 281,458 | $6.54M | 1.3% | -0.9% | 0.075% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 21,886 | $509K | 0.0% | +34.1% | 0.006% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 36,706 | $853K | 0.0% | -79.4% | 0.010% | |
| 7/22/2025 | D.B. Root & Company LLC | 13,721 | $319K | 0.1% | -20.2% | 0.004% | |
| 7/22/2025 | Evensky & Katz LLC | 5,623 | $131K | 0.0% | -53.4% | 0.002% | |
