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 706 institutions that hold shares in the stock, with a total of 174 Million shares, which have been reported (via 13F filing form) to have a value of $4.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
59,496
shares
|
$1.39 Million
0.45% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
59,400
shares
|
$1.39 Million
0.37% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
59,303
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.39%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
59,257
shares
|
$1.39 Million
0.32% of portfolio
|
Q3 2025
Added 7.64%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
59,219
shares
|
$1.39 Million
0.38% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
59,104
shares
|
$1.38 Million
0.39% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
58,835
shares
|
$1.38 Million
0.34% of portfolio
|
Q3 2022
Reduced 44.01%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
58,727
shares
|
$1.37 Million
0.22% of portfolio
|
Q3 2025
Reduced 33.63%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
57,448
shares
|
$1.34 Million
0.04% of portfolio
|
Q4 2023
Reduced 26.77%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
57,292
shares
|
$1.34 Million
0.61% of portfolio
|
Q4 2025
Added 19.32%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
57,126
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2025
Added 10.89%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
56,991
shares
|
$1.33 Million
1.01% of portfolio
|
Q1 2025
Added 144.59%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
56,807
shares
|
$1.33 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Nov 14, 2025 Q3 2025 |
56,758
shares
|
$1.33 Million
1.1% of portfolio
|
Q3 2025
Added 41.31%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
56,157
shares
|
$1.31 Million
0.85% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
56,107
shares
|
$1.31 Million
0.14% of portfolio
|
Q4 2025
Reduced 0.31%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
55,884
shares
|
$1.31 Million
0.56% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
55,572
shares
|
$1.3 Million
0.03% of portfolio
|
Q1 2025
Added 27.69%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jan 06, 2026 Q4 2025 |
55,400
shares
|
$1.3 Million
0.48% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
55,294
shares
|
$1.29 Million
1.95% of portfolio
|
Q1 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
54,931
shares
|
$1.29 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Twele Capital Management, Inc.
|
Jan 09, 2026 Q4 2025 |
54,925
shares
|
$1.29 Million
0.23% of portfolio
|
Q4 2025
Added 2.0%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
54,021
shares
|
$1.26 Million
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
53,949
shares
|
$1.26 Million
0.14% of portfolio
|
Q4 2025
Added 4.19%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
53,250
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2025
Added 5.36%
|
|