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 |
|---|---|---|---|---|---|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
33,863
shares
|
$784,944
0.05% of portfolio
|
Q4 2024
Added 86.32%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
33,800
shares
|
$783,484
0.04% of portfolio
|
Q4 2024
Added 92.9%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
33,628
shares
|
$779,497
0.57% of portfolio
|
Q4 2024
Added 94.3%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
33,408
shares
|
$774,397
0.36% of portfolio
|
Q4 2024
Added 29.44%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
33,225
shares
|
$770,155
0.02% of portfolio
|
Q4 2024
Added 70.4%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
32,643
shares
|
$756,664
0.46% of portfolio
|
Q4 2024
Added 113.6%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
32,087
shares
|
$743,776
0.43% of portfolio
|
Q4 2024
Added 257.75%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
31,826
shares
|
$737,726
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
31,509
shares
|
$730,378
0.11% of portfolio
|
Q4 2024
Reduced 84.07%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
31,310
shares
|
$725,765
0.05% of portfolio
|
Q4 2024
Added 63.4%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
31,291
shares
|
$725,325
0.01% of portfolio
|
Q4 2024
Added 92.82%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
31,010
shares
|
$718,811
0.23% of portfolio
|
Q4 2024
Reduced 38.27%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
30,864
shares
|
$715,427
0.55% of portfolio
|
Q4 2024
Added 153.84%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
30,186
shares
|
$699,711
1.11% of portfolio
|
Q4 2024
Added 144.82%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
30,132
shares
|
$698,459
0.28% of portfolio
|
Q4 2024
Added 111.88%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
29,622
shares
|
$686,637
0.1% of portfolio
|
Q4 2024
Added 100.18%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
29,383
shares
|
$681,097
0.01% of portfolio
|
Q4 2024
Added 69.11%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
28,779
shares
|
$667,097
0.1% of portfolio
|
Q3 2024
Added 440.65%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
28,754
shares
|
$666,517
0.02% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
28,678
shares
|
$664,756
0.12% of portfolio
|
Q4 2024
Added 92.55%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
28,644
shares
|
$663,967
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
28,500
shares
|
$660,630
0.38% of portfolio
|
Q3 2024
Added 126.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
28,252
shares
|
$654,881
0.0% of portfolio
|
Q4 2024
Added 87.65%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
28,231
shares
|
$654,394
0.34% of portfolio
|
Q4 2024
Added 222.6%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
28,114
shares
|
$651,682
0.11% of portfolio
|
Q4 2024
Added 49.46%
|