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 |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
57,936
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
57,448
shares
|
$1.33 Million
0.04% of portfolio
|
Q4 2023
Reduced 26.77%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
56,828
shares
|
$1.32 Million
0.68% of portfolio
|
Q4 2024
Added 117.91%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
55,925
shares
|
$1.3 Million
0.1% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
55,858
shares
|
$1.29 Million
0.2% of portfolio
|
Q4 2024
Added 113.57%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
55,538
shares
|
$1.29 Million
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
54,302
shares
|
$1.26 Million
0.22% of portfolio
|
Q4 2024
Added 79.38%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
54,051
shares
|
$1.25 Million
0.77% of portfolio
|
Q4 2024
Added 100.92%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
53,830
shares
|
$1.25 Million
0.14% of portfolio
|
Q4 2024
Added 48.13%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
53,830
shares
|
$1.25 Million
0.78% of portfolio
|
Q4 2024
Added 49.35%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
53,496
shares
|
$1.24 Million
0.17% of portfolio
|
Q4 2024
Added 81.86%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
52,498
shares
|
$1.22 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Twele Capital Management, Inc.
|
Jan 14, 2025 Q4 2024 |
51,555
shares
|
$1.2 Million
0.25% of portfolio
|
Q4 2024
Added 96.92%
|
|
|
Orcam Financial Group
Encinitas, CA |
Feb 14, 2025 Q4 2024 |
51,305
shares
|
$1.19 Million
1.14% of portfolio
|
Q4 2024
Added 96.07%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
49,985
shares
|
$1.16 Million
0.08% of portfolio
|
Q4 2024
Added 108.36%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
49,640
shares
|
$1.15 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
46,894
shares
|
$1.09 Million
0.38% of portfolio
|
Q4 2024
Added 135.61%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
46,507
shares
|
$1.08 Million
0.86% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
46,229
shares
|
$1.07 Million
0.04% of portfolio
|
Q4 2024
Added 100.51%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
46,096
shares
|
$1.07 Million
0.27% of portfolio
|
Q4 2024
Added 283.72%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
46,053
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2024
Added 118.71%
|
|
|
Verity Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
45,874
shares
|
$1.06 Million
0.75% of portfolio
|
Q4 2024
Added 100.39%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
45,631
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2024
Added 101.76%
|
|
|
Haven Private, LLC
Orlando, FL |
Feb 06, 2025 Q4 2024 |
45,442
shares
|
$1.05 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
44,465
shares
|
$1.03 Million
0.01% of portfolio
|
Q4 2024
Added 157.9%
|