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 705 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 |
|---|---|---|---|---|---|
|
Aletheian Wealth Advisors LLC
|
Nov 12, 2025 Q3 2025 |
36,179
shares
|
$846,588
0.41% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Verity Wealth Advisors
|
Jan 07, 2026 Q4 2025 |
35,914
shares
|
$840,387
0.53% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
35,847
shares
|
$838,819
0.07% of portfolio
|
Q4 2025
Reduced 29.05%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
35,755
shares
|
$836,667
0.3% of portfolio
|
Q3 2025
Added 92.2%
|
|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
35,630
shares
|
$833,742
0.58% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
34,896
shares
|
$816,566
0.0% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
34,655
shares
|
$810,927
0.46% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
34,643
shares
|
$810,646
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
34,425
shares
|
$805,545
0.12% of portfolio
|
Q3 2025
Added 62.26%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
34,378
shares
|
$804,445
0.05% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Wj Financial Advisors LLC
Killingworth, CT |
Nov 06, 2025 Q3 2025 |
34,127
shares
|
$798,571
0.78% of portfolio
|
Q3 2025
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
34,089
shares
|
$797,682
0.02% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
33,226
shares
|
$777,488
0.07% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Sharkey, Howes & Javer
|
Jan 13, 2026 Q4 2025 |
32,839
shares
|
$768,432
0.11% of portfolio
|
Q4 2025
Added 58.76%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
32,788
shares
|
$767,239
0.04% of portfolio
|
Q4 2025
Reduced 3.24%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
32,761
shares
|
$766,607
0.21% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
32,476
shares
|
$759,938
0.39% of portfolio
|
Q3 2025
Added 10.88%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
32,123
shares
|
$751,678
0.0% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
32,060
shares
|
$750,204
0.4% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
31,929
shares
|
$747,138
0.05% of portfolio
|
Q3 2025
Added 45.89%
|
|
|
Legacy Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
31,578
shares
|
$738,925
0.04% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
31,456
shares
|
$736,070
0.02% of portfolio
|
Q3 2025
Added 14.75%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
31,402
shares
|
$734,806
0.36% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
31,134
shares
|
$728,535
0.2% of portfolio
|
Q3 2025
Reduced 7.67%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
30,956
shares
|
$724,370
0.24% of portfolio
|
Q3 2025
Reduced 0.39%
|
|