Institutional Ownership Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ). We have compiled data on the 682 institutions that hold shares in the stock, with a total of 163 Million shares, which have been reported (via 13F filing form) to have a value of $3.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
83,223
shares
|
$1.93 Million
0.24% of portfolio
|
Q4 2024
Added 79.26%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
82,358
shares
|
$1.91 Million
0.12% of portfolio
|
Q4 2024
Added 106.43%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
81,929
shares
|
$1.9 Million
0.8% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Feb 13, 2025 Q4 2024 |
81,331
shares
|
$1.89 Million
1.44% of portfolio
|
Q4 2024
Added 112.42%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
80,842
shares
|
$1.87 Million
0.13% of portfolio
|
Q4 2024
Added 98.06%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
78,460
shares
|
$1.82 Million
0.12% of portfolio
|
Q4 2024
Added 1158.18%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
76,807
shares
|
$1.78 Million
0.15% of portfolio
|
Q4 2024
Added 79.1%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
76,346
shares
|
$1.77 Million
0.01% of portfolio
|
Q4 2024
Added 266.94%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
75,701
shares
|
$1.75 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
75,697
shares
|
$1.75 Million
0.61% of portfolio
|
Q4 2024
Added 113.0%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
75,603
shares
|
$1.75 Million
0.13% of portfolio
|
Q4 2024
Added 149.8%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
75,334
shares
|
$1.75 Million
0.42% of portfolio
|
Q4 2024
Added 99.8%
|
|
|
Lathrop Investment Management Corp
|
Feb 14, 2025 Q4 2024 |
74,896
shares
|
$1.74 Million
0.32% of portfolio
|
Q4 2024
Added 131.53%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
74,284
shares
|
$1.72 Million
0.71% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
74,273
shares
|
$1.72 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
74,050
shares
|
$1.72 Million
0.18% of portfolio
|
Q4 2024
Added 88.92%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
73,795
shares
|
$1.71 Million
0.11% of portfolio
|
Q4 2024
Added 87.31%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
73,715
shares
|
$1.71 Million
0.23% of portfolio
|
Q4 2024
Added 101.08%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Feb 13, 2025 Q4 2024 |
73,525
shares
|
$1.7 Million
0.65% of portfolio
|
Q4 2024
Added 112.26%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
73,315
shares
|
$1.7 Million
0.16% of portfolio
|
Q4 2024
Added 93.46%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
73,307
shares
|
$1.7 Million
0.21% of portfolio
|
Q4 2024
Added 128.09%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
72,433
shares
|
$1.68 Million
0.02% of portfolio
|
Q4 2024
Added 16.24%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
72,130
shares
|
$1.67 Million
0.0% of portfolio
|
Q4 2024
Added 125.47%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
71,877
shares
|
$1.67 Million
1.01% of portfolio
|
Q4 2024
Added 107.29%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
70,631
shares
|
$1.64 Million
0.84% of portfolio
|
Q4 2024
Added 115.54%
|