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 |
|---|---|---|---|---|---|
|
Corrigan Financial, Inc.
Middletown, RI |
Jan 13, 2025 Q4 2024 |
66,868
shares
|
$1.55 Million
0.35% of portfolio
|
Q4 2024
Added 99.84%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
66,329
shares
|
$1.54 Million
0.39% of portfolio
|
Q4 2024
Added 135.6%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
66,012
shares
|
$1.53 Million
0.01% of portfolio
|
Q4 2024
Added 105.24%
|
|
|
Blossom Wealth Management
|
Jan 23, 2025 Q4 2024 |
65,699
shares
|
$1.52 Million
2.88% of portfolio
|
Q4 2024
Added 121.54%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
65,509
shares
|
$1.52 Million
0.17% of portfolio
|
Q4 2024
Added 114.39%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
65,195
shares
|
$1.51 Million
0.08% of portfolio
|
Q4 2024
Reduced 25.93%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Feb 11, 2025 Q4 2024 |
64,784
shares
|
$1.5 Million
0.45% of portfolio
|
Q4 2024
Added 103.89%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Feb 07, 2025 Q4 2024 |
64,280
shares
|
$1.49 Million
1.69% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mendel Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
63,915
shares
|
$1.48 Million
0.89% of portfolio
|
Q4 2024
Added 84.37%
|
|
|
Sterling Investment Management, LLC
|
Jan 17, 2025 Q4 2024 |
63,155
shares
|
$1.46 Million
1.18% of portfolio
|
Q4 2024
Added 113.24%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
62,710
shares
|
$1.45 Million
0.04% of portfolio
|
Q4 2024
Added 95.76%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
62,111
shares
|
$1.44 Million
0.48% of portfolio
|
Q4 2024
Added 113.07%
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
62,100
shares
|
$1.44 Million
0.52% of portfolio
|
Q4 2024
Added 63.22%
|
|
|
Apcm Wealth Management For Individuals
|
Jan 29, 2025 Q4 2024 |
62,012
shares
|
$1.44 Million
0.22% of portfolio
|
Q4 2024
Added 111.62%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
61,693
shares
|
$1.43 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
60,175
shares
|
$1.39 Million
0.07% of portfolio
|
Q4 2024
Added 115.92%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
59,868
shares
|
$1.39 Million
0.1% of portfolio
|
Q4 2024
Added 87.33%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
59,727
shares
|
$1.38 Million
0.04% of portfolio
|
Q4 2024
Added 136.7%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jan 28, 2025 Q4 2024 |
59,700
shares
|
$1.38 Million
0.58% of portfolio
|
Q4 2024
Added 95.42%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
59,683
shares
|
$1.38 Million
0.28% of portfolio
|
Q4 2024
Added 103.07%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
58,872
shares
|
$1.36 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
58,835
shares
|
$1.36 Million
0.34% of portfolio
|
Q3 2022
Reduced 44.01%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
58,647
shares
|
$1.36 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Kaizen Financial Strategies
|
Feb 14, 2025 Q4 2024 |
58,294
shares
|
$1.35 Million
0.8% of portfolio
|
Q4 2024
Added 670.07%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
58,054
shares
|
$1.35 Million
0.16% of portfolio
|
Q4 2024
Added 86.78%
|