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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
44,456
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
Added 97.81%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
44,420
shares
|
$1.03 Million
0.13% of portfolio
|
Q4 2024
Added 80.32%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
44,374
shares
|
$1.03 Million
1.97% of portfolio
|
Q4 2022
Reduced 33.06%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
44,271
shares
|
$1.03 Million
0.53% of portfolio
|
Q4 2024
Added 96.91%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Feb 13, 2025 Q4 2024 |
44,047
shares
|
$1.02 Million
1.14% of portfolio
|
Q4 2024
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
43,964
shares
|
$1.02 Million
0.33% of portfolio
|
Q4 2024
Added 480.0%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
43,935
shares
|
$1.02 Million
0.24% of portfolio
|
Q4 2023
Added 61.42%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
43,740
shares
|
$1.01 Million
6.76% of portfolio
|
Q3 2023
Reduced 3.44%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
43,608
shares
|
$1.01 Million
0.2% of portfolio
|
Q4 2024
Added 94.56%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
43,522
shares
|
$1.01 Million
0.02% of portfolio
|
Q4 2024
Added 149.04%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
43,522
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Added 60.98%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
42,636
shares
|
$988,302
0.03% of portfolio
|
Q4 2024
Added 304.59%
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
42,578
shares
|
$986,958
0.24% of portfolio
|
Q4 2024
Added 81.65%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
42,021
shares
|
$974,046
0.03% of portfolio
|
Q4 2024
Added 86.35%
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
41,789
shares
|
$968,669
0.65% of portfolio
|
Q4 2024
Added 99.99%
|
|
|
K2 Financial Inc.
Glendora, CA |
Feb 06, 2025 Q4 2024 |
41,570
shares
|
$963,592
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
41,206
shares
|
$955,155
0.15% of portfolio
|
Q4 2022
Reduced 20.92%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
40,907
shares
|
$948,224
0.04% of portfolio
|
Q4 2024
Added 68.63%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
40,424
shares
|
$937,028
0.02% of portfolio
|
Q3 2024
Added 98.65%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
40,380
shares
|
$936,008
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
39,765
shares
|
$921,752
0.49% of portfolio
|
Q4 2024
Added 107.57%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
39,729
shares
|
$920,918
1.65% of portfolio
|
Q3 2024
Added 25.08%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
39,548
shares
|
$916,722
0.21% of portfolio
|
Q4 2024
Added 68.89%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
39,345
shares
|
$912,017
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
39,228
shares
|
$909,305
0.0% of portfolio
|
Q4 2024
Added 99.7%
|