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 |
|---|---|---|---|---|---|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
19,932
shares
|
$462,023
0.08% of portfolio
|
Q4 2024
Reduced 23.35%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
19,839
shares
|
$459,868
0.24% of portfolio
|
Q4 2024
Added 94.73%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
19,714
shares
|
$456,970
0.45% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Consulate, Inc
|
Jan 31, 2025 Q4 2024 |
19,654
shares
|
$455,579
0.12% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
19,640
shares
|
$455,255
0.06% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
19,614
shares
|
$454,652
0.0% of portfolio
|
Q4 2022
Reduced 3.31%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
19,610
shares
|
$454,559
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
19,500
shares
|
$452,010
0.28% of portfolio
|
Q4 2024
Added 88.94%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
19,350
shares
|
$448,533
0.01% of portfolio
|
Q4 2024
Added 92.92%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Feb 11, 2025 Q4 2024 |
19,259
shares
|
$446,423
0.26% of portfolio
|
Q4 2024
Added 100.49%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
18,981
shares
|
$439,979
0.05% of portfolio
|
Q4 2024
Added 97.76%
|
|
|
Diversified Investment Strategies, LLC
|
Jan 23, 2025 Q4 2024 |
18,630
shares
|
$431,843
0.28% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
18,494
shares
|
$428,690
0.12% of portfolio
|
Q4 2024
Added 69.51%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
18,422
shares
|
$427,021
0.08% of portfolio
|
Q4 2024
Added 70.51%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
18,363
shares
|
$425,654
0.02% of portfolio
|
Q4 2024
Added 99.99%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
18,322
shares
|
$424,703
0.04% of portfolio
|
Q4 2024
Added 126.0%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jan 15, 2025 Q4 2024 |
18,089
shares
|
$419,303
0.24% of portfolio
|
Q4 2024
Added 98.69%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Feb 12, 2025 Q4 2024 |
18,068
shares
|
$418,816
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
17,975
shares
|
$416,660
1.55% of portfolio
|
Q3 2022
Added 4.62%
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
17,800
shares
|
$412,604
0.14% of portfolio
|
Q4 2024
Added 96.58%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
17,767
shares
|
$411,839
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
17,760
shares
|
$411,676
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
17,733
shares
|
$411,050
0.1% of portfolio
|
Q4 2024
Added 72.32%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
17,708
shares
|
$410,471
0.13% of portfolio
|
Q4 2024
Added 100.25%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
17,428
shares
|
$403,981
0.02% of portfolio
|
Q4 2024
Added 97.1%
|