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 |
|---|---|---|---|---|---|
|
Legacy Wealth Management, Inc
|
Jan 21, 2025 Q4 2024 |
23,892
shares
|
$553,816
0.03% of portfolio
|
Q4 2024
Added 121.96%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
23,884
shares
|
$553,631
0.34% of portfolio
|
Q4 2024
Added 122.72%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
23,882
shares
|
$553,584
0.54% of portfolio
|
Q4 2024
Added 100.05%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
23,876
shares
|
$553,445
0.01% of portfolio
|
Q4 2024
Added 120.36%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
23,301
shares
|
$540,117
0.91% of portfolio
|
Q2 2024
Added 2.42%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
23,166
shares
|
$536,987
0.17% of portfolio
|
Q3 2024
Added 43.43%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
22,924
shares
|
$531,378
0.49% of portfolio
|
Q4 2024
Added 202.63%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
22,869
shares
|
$530,103
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
22,826
shares
|
$529,106
0.02% of portfolio
|
Q4 2024
Added 111.74%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
22,335
shares
|
$517,725
0.02% of portfolio
|
Q4 2024
Added 51.2%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
22,200
shares
|
$514,596
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
22,070
shares
|
$511,582
0.04% of portfolio
|
Q4 2024
Added 102.66%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
22,063
shares
|
$511,420
0.1% of portfolio
|
Q1 2023
Reduced 5.5%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
21,774
shares
|
$504,721
0.01% of portfolio
|
Q4 2024
Added 103.12%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
21,097
shares
|
$489,028
0.02% of portfolio
|
Q4 2024
Added 48.99%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
20,994
shares
|
$486,640
0.0% of portfolio
|
Q4 2024
Added 85.02%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Jan 17, 2025 Q4 2024 |
20,900
shares
|
$484,462
0.14% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jan 17, 2025 Q4 2024 |
20,900
shares
|
$484,462
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
20,871
shares
|
$483,789
0.1% of portfolio
|
Q4 2024
Added 93.18%
|
|
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
20,827
shares
|
$482,769
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
20,602
shares
|
$477,554
0.05% of portfolio
|
Q4 2024
Added 78.13%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
20,600
shares
|
$477,508
0.23% of portfolio
|
Q4 2024
Added 101.7%
|
|
|
Geometric Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
20,511
shares
|
$475,444
0.09% of portfolio
|
Q4 2024
Added 119.11%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
20,055
shares
|
$464,874
0.39% of portfolio
|
Q3 2023
Reduced 16.08%
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
19,969
shares
|
$462,881
0.22% of portfolio
|
Q4 2024
Added 54.38%
|