Schwab Us Aggregate Bond ETF SCHZ
Institutional shares held
168 Million
200
calls
1.5K
puts
Total value of holdings
$3.88B
$4K
calls
$34K
puts
# of Institutions
688
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$199 Million0.05% of portfolio
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Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% 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 CO5.41MShares$125 Million10.66% 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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Goldman Sachs Group Inc New York, NY4.03MShares$93 Million0.01% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS3.93MShares$90.7 Million1.14% of portfolio
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Envestnet Asset Management Inc3.91MShares$90.2 Million0.03% of portfolio
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Total Wealth Planning, LLC3.75MShares$86.5 Million14.18% of portfolio