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 |
|---|---|---|---|---|---|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
38,989
shares
|
$903,765
0.44% of portfolio
|
Q4 2024
Added 153.64%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
38,963
shares
|
$903,162
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
38,880
shares
|
$901,238
0.11% of portfolio
|
Q4 2024
Added 180.6%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
38,351
shares
|
$888,976
0.66% of portfolio
|
Q1 2024
Reduced 14.11%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
38,298
shares
|
$887,747
0.05% of portfolio
|
Q4 2024
Added 91.17%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
38,146
shares
|
$884,224
0.15% of portfolio
|
Q4 2024
Added 126.1%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
38,040
shares
|
$881,767
0.0% of portfolio
|
Q4 2024
Added 194.38%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
37,631
shares
|
$872,286
0.1% of portfolio
|
Q4 2024
Added 100.08%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
37,608
shares
|
$871,753
0.05% of portfolio
|
Q4 2024
Added 92.83%
|
|
|
Fidelis I M, LLC
Medford, OR |
Jan 21, 2025 Q4 2024 |
37,360
shares
|
$866,004
0.42% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
37,316
shares
|
$864,984
0.08% of portfolio
|
Q4 2024
Added 149.24%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
37,184
shares
|
$861,925
0.0% of portfolio
|
Q4 2024
Added 97.0%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
37,048
shares
|
$858,772
0.46% of portfolio
|
Q4 2024
Added 66.0%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
37,011
shares
|
$857,914
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
36,854
shares
|
$854,275
0.28% of portfolio
|
Q4 2024
Added 118.76%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
36,214
shares
|
$839,440
1.43% of portfolio
|
Q2 2022
Reduced 0.9%
|
|
|
Aletheian Wealth Advisors LLC
|
Feb 14, 2025 Q4 2024 |
36,183
shares
|
$838,721
0.51% of portfolio
|
Q4 2024
Added 100.01%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
35,895
shares
|
$832,046
0.53% of portfolio
|
Q4 2024
Added 114.91%
|
|
|
Signet Investment Advisory Group, Inc.
|
Jan 29, 2025 Q4 2024 |
35,877
shares
|
$831,628
0.42% of portfolio
|
Q4 2024
Added 108.88%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
35,622
shares
|
$825,717
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
35,342
shares
|
$819,227
0.3% of portfolio
|
Q4 2024
Added 95.91%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
34,385
shares
|
$797,044
0.0% of portfolio
|
Q4 2024
Added 129.13%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
34,291
shares
|
$794,865
0.26% of portfolio
|
Q4 2024
Added 85.3%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
34,252
shares
|
$793,961
0.01% of portfolio
|
Q4 2024
Added 57.0%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
34,052
shares
|
$789,325
0.14% of portfolio
|
Q4 2024
Added 96.9%
|