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 |
|---|---|---|---|---|---|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
1,193,675
shares
|
$27.7 Million
2.54% of portfolio
|
Q4 2024
Added 123.42%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Feb 06, 2025 Q4 2024 |
1,159,479
shares
|
$26.9 Million
10.71% of portfolio
|
Q4 2024
Added 90.34%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
1,140,638
shares
|
$26.4 Million
7.08% of portfolio
|
Q4 2024
Added 69.22%
|
|
|
Kilter Howling LLC
Boulder, CO |
Feb 13, 2025 Q4 2024 |
1,139,786
shares
|
$26.4 Million
14.79% of portfolio
|
Q4 2024
Added 186.59%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
1,087,512
shares
|
$25.2 Million
0.06% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
1,078,446
shares
|
$25 Million
5.68% of portfolio
|
Q4 2024
Added 107.81%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
1,070,411
shares
|
$24.8 Million
3.86% of portfolio
|
Q4 2024
Added 94.17%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
1,067,905
shares
|
$24.8 Million
6.33% of portfolio
|
Q4 2024
Added 94.54%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,047,541
shares
|
$24.3 Million
0.46% of portfolio
|
Q4 2024
Added 108.16%
|
|
|
Mokosak Advisory Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,001,495
shares
|
$23.2 Million
6.82% of portfolio
|
Q4 2024
Added 104.88%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
965,775
shares
|
$22.4 Million
0.14% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
904,748
shares
|
$21 Million
0.13% of portfolio
|
Q4 2024
Added 153.5%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
800,443
shares
|
$18.6 Million
2.74% of portfolio
|
Q4 2024
Added 114.02%
|
|
|
Tenret CO LLC
|
Feb 04, 2025 Q4 2024 |
789,769
shares
|
$18.3 Million
11.3% of portfolio
|
Q4 2024
Added 103.11%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
789,612
shares
|
$18.3 Million
0.15% of portfolio
|
Q4 2024
Added 108.06%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
784,954
shares
|
$18.2 Million
0.02% of portfolio
|
Q4 2024
Added 143.37%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
735,257
shares
|
$17 Million
1.84% of portfolio
|
Q4 2024
Added 114.44%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
700,711
shares
|
$16.2 Million
1.43% of portfolio
|
Q4 2024
Added 111.2%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
664,069
shares
|
$15.4 Million
2.62% of portfolio
|
Q4 2024
Added 141.42%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
647,411
shares
|
$15 Million
0.21% of portfolio
|
Q4 2024
Added 101.87%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
645,468
shares
|
$15 Million
3.66% of portfolio
|
Q3 2024
Added 139.17%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
635,877
shares
|
$14.7 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
607,649
shares
|
$14.1 Million
0.03% of portfolio
|
Q4 2024
Added 240.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
606,297
shares
|
$14.1 Million
0.03% of portfolio
|
Q4 2024
Added 82.88%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jan 22, 2025 Q4 2024 |
586,688
shares
|
$13.6 Million
8.7% of portfolio
|
Q4 2024
Added 105.31%
|