Schwab Us Aggregate Bond ETF SCHZ
Institutional shares held
165 Million
200
calls
1.5K
puts
Total value of holdings
$3.82B
$4K
calls
$34K
puts
# of Institutions
684
We take great care to ensure that the data presented and summarized in this overview for SCHWAB US AGGREGATE BOND ETF is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding SCHZ
View all-
Jpmorgan Chase & CO New York, NY11.7MShares$271 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
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Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
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Charles Schwab Trust CO5.9MShares$136 Million11.76% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA5.07MShares$117 Million0.24% of portfolio
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Envestnet Asset Management Inc4.41MShares$102 Million0.03% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS4.25MShares$98.2 Million1.16% of portfolio
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Goldman Sachs Group Inc New York, NY4.03MShares$93.2 Million0.01% of portfolio
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Total Wealth Planning, LLC3.57MShares$82.6 Million13.4% of portfolio