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 |
|---|---|---|---|---|---|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
18,762
shares
|
$439,030
0.11% of portfolio
|
Q3 2025
Reduced 13.42%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
18,653
shares
|
$436,480
0.04% of portfolio
|
Q3 2025
Reduced 27.36%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
18,482
shares
|
$432,478
0.02% of portfolio
|
Q4 2025
Reduced 4.25%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
18,240
shares
|
$426,816
0.02% of portfolio
|
Q3 2025
Reduced 17.84%
|
|
|
Fulcrum Equity Management
|
Jan 06, 2026 Q4 2025 |
18,077
shares
|
$423,001
0.41% of portfolio
|
Q4 2025
Reduced 2.53%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
18,047
shares
|
$422,299
0.19% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
17,975
shares
|
$420,615
1.55% of portfolio
|
Q3 2022
Added 4.62%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
17,968
shares
|
$420,451
0.06% of portfolio
|
Q4 2025
Reduced 2.27%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
17,672
shares
|
$413,524
0.1% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
17,025
shares
|
$398,385
0.01% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
16,877
shares
|
$394,921
0.02% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
16,828
shares
|
$393,775
0.01% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 20, 2025 Q3 2025 |
16,778
shares
|
$392,605
0.14% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
16,675
shares
|
$390,195
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Joule Financial, LLC
|
Nov 03, 2025 Q3 2025 |
16,653
shares
|
$389,680
0.12% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
16,518
shares
|
$386,521
0.12% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
16,504
shares
|
$386,193
0.0% of portfolio
|
Q2 2025
Added 338.27%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
16,481
shares
|
$385,655
0.05% of portfolio
|
Q3 2025
Reduced 43.43%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
16,252
shares
|
$380,296
0.11% of portfolio
|
Q2 2025
Reduced 11.78%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
16,007
shares
|
$374,563
0.11% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
15,703
shares
|
$367,450
0.06% of portfolio
|
Q3 2025
Reduced 10.36%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
15,699
shares
|
$367,356
0.06% of portfolio
|
Q3 2025
Added 266.03%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
15,645
shares
|
$366,093
0.0% of portfolio
|
Q3 2025
Reduced 28.1%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
15,596
shares
|
$364,946
0.03% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
15,588
shares
|
$364,759
0.04% of portfolio
|
Q4 2025
Added 3.8%
|
|