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 |
|---|---|---|---|---|---|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
30,832
shares
|
$721,468
0.13% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
30,761
shares
|
$719,807
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
30,573
shares
|
$715,408
0.38% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
30,179
shares
|
$706,188
0.85% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
29,856
shares
|
$698,630
0.03% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
29,789
shares
|
$697,062
0.12% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
29,779
shares
|
$696,828
0.06% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
28,807
shares
|
$674,083
0.03% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
28,754
shares
|
$672,843
0.17% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
28,531
shares
|
$667,625
0.61% of portfolio
|
Q3 2025
Reduced 47.97%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
28,477
shares
|
$666,361
0.0% of portfolio
|
Q3 2025
Added 31.89%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
28,472
shares
|
$666,244
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
27,773
shares
|
$649,888
0.11% of portfolio
|
Q3 2025
Reduced 40.77%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
27,722
shares
|
$648,694
0.12% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2025 Q3 2025 |
27,111
shares
|
$634,397
0.28% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
26,853
shares
|
$628,360
0.02% of portfolio
|
Q3 2025
Added 16.5%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
26,516
shares
|
$620,474
0.51% of portfolio
|
Q1 2023
Added 2.43%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
26,362
shares
|
$616,870
0.17% of portfolio
|
Q3 2025
Reduced 9.82%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 13, 2025 Q3 2025 |
26,170
shares
|
$612,378
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
26,170
shares
|
$612,378
0.01% of portfolio
|
Q3 2025
Reduced 14.38%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
25,956
shares
|
$607,370
0.02% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
25,692
shares
|
$601,192
0.03% of portfolio
|
Q3 2025
Reduced 16.51%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
25,602
shares
|
$599,086
0.25% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
25,590
shares
|
$598,806
0.02% of portfolio
|
Q3 2025
Reduced 80.87%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
25,182
shares
|
$589,258
0.07% of portfolio
|
Q3 2025
Reduced 1.03%
|
|