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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
17,399
shares
|
$403,308
0.12% of portfolio
|
Q4 2024
Added 11.66%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
17,361
shares
|
$402,427
0.0% of portfolio
|
Q4 2024
Added 13152.67%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
17,319
shares
|
$401,454
0.06% of portfolio
|
Q4 2024
Added 51.75%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Feb 05, 2025 Q4 2024 |
17,264
shares
|
$400,179
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
16,905
shares
|
$391,857
0.16% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Rba Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
16,750
shares
|
$388,265
0.14% of portfolio
|
Q4 2024
Added 88.1%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
16,509
shares
|
$382,678
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
16,466
shares
|
$381,681
0.13% of portfolio
|
Q4 2024
Added 99.3%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
16,450
shares
|
$381,311
0.1% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
16,421
shares
|
$380,638
0.19% of portfolio
|
Q4 2024
Added 102.08%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
16,228
shares
|
$376,165
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
16,196
shares
|
$375,423
0.03% of portfolio
|
Q4 2024
Added 222.82%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
15,866
shares
|
$367,773
0.19% of portfolio
|
Q4 2024
Added 101.81%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
15,841
shares
|
$367,194
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
15,829
shares
|
$366,916
0.04% of portfolio
|
Q4 2024
Added 73.85%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
15,596
shares
|
$361,515
0.2% of portfolio
|
Q4 2024
Added 58.83%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
15,536
shares
|
$360,124
0.0% of portfolio
|
Q4 2024
Added 727.26%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
15,435
shares
|
$357,783
0.46% of portfolio
|
Q4 2023
Reduced 15.08%
|
|
|
Alley Investment Management Company, LLC
|
Feb 06, 2025 Q4 2024 |
15,282
shares
|
$354,236
0.05% of portfolio
|
Q4 2024
Added 108.17%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Feb 14, 2025 Q4 2024 |
15,214
shares
|
$352,660
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
14,812
shares
|
$343,342
0.04% of portfolio
|
Q4 2024
Added 155.91%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
14,649
shares
|
$339,563
0.25% of portfolio
|
Q4 2024
Added 48.99%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
14,594
shares
|
$338,288
0.25% of portfolio
|
Q4 2023
Reduced 0.57%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
14,550
shares
|
$337,269
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
14,274
shares
|
$330,871
0.0% of portfolio
|
Q4 2024
Added 102.1%
|