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 |
|---|---|---|---|---|---|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
14,161
shares
|
$328,251
0.96% of portfolio
|
Q3 2023
Added 0.27%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
14,036
shares
|
$325,354
1.02% of portfolio
|
Q3 2023
Reduced 7.18%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
14,000
shares
|
$324,520
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
13,978
shares
|
$324,010
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
13,975
shares
|
$323,940
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
13,858
shares
|
$321,228
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
13,561
shares
|
$314,343
0.01% of portfolio
|
Q4 2024
Added 48.43%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
13,544
shares
|
$313,949
0.05% of portfolio
|
Q4 2024
Added 100.68%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
13,524
shares
|
$313,486
0.14% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Gs Investments, Inc.
|
Feb 11, 2025 Q4 2024 |
13,520
shares
|
$313,393
0.14% of portfolio
|
Q4 2024
Added 89.2%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
13,292
shares
|
$308,108
0.06% of portfolio
|
Q4 2024
Added 59.3%
|
|
|
Partners In Financial Planning
Salem, VA |
Feb 12, 2025 Q4 2024 |
13,282
shares
|
$307,876
0.06% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
13,140
shares
|
$304,585
0.09% of portfolio
|
Q4 2024
Added 54.92%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
12,985
shares
|
$300,992
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
12,801
shares
|
$296,727
0.0% of portfolio
|
Q4 2024
Added 146.65%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
12,630
shares
|
$292,763
0.02% of portfolio
|
Q4 2024
Added 76.89%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
12,591
shares
|
$291,859
0.04% of portfolio
|
Q4 2024
Reduced 18.99%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
12,465
shares
|
$288,938
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
12,434
shares
|
$288,220
0.09% of portfolio
|
Q4 2024
Added 106.85%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
12,410
shares
|
$287,663
0.32% of portfolio
|
Q2 2024
Added 10.48%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
12,403
shares
|
$287,501
0.25% of portfolio
|
Q4 2024
Added 99.47%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
12,264
shares
|
$284,279
0.0% of portfolio
|
Q4 2024
Added 191.17%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Feb 11, 2025 Q4 2024 |
12,264
shares
|
$284,279
0.19% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
12,101
shares
|
$280,501
0.03% of portfolio
|
Q4 2024
Added 102.63%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
12,020
shares
|
$278,623
0.02% of portfolio
|
Q4 2024
Added 102.19%
|