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 |
|---|---|---|---|---|---|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
11,837
shares
|
$274,381
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
11,551
shares
|
$267,752
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
11,508
shares
|
$266,755
0.01% of portfolio
|
Q4 2024
Added 46.8%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
11,458
shares
|
$265,596
0.02% of portfolio
|
Q4 2024
Added 120.98%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
11,448
shares
|
$265,364
0.11% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
11,430
shares
|
$264,947
0.15% of portfolio
|
Q4 2024
Added 63.78%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
11,402
shares
|
$264,298
0.08% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,288
shares
|
$261,655
0.0% of portfolio
|
Q3 2024
Added 57.9%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
11,236
shares
|
$260,450
0.01% of portfolio
|
Q4 2024
Added 49.26%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
11,217
shares
|
$260,010
0.04% of portfolio
|
Q4 2024
Added 99.98%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
11,197
shares
|
$259,546
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
11,000
shares
|
$254,980
0.01% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
10,956
shares
|
$253,960
0.01% of portfolio
|
Q4 2024
Added 104.63%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
10,920
shares
|
$253,125
0.86% of portfolio
|
Q3 2022
Added 16.07%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
10,768
shares
|
$249,602
0.01% of portfolio
|
Q4 2024
Added 74.13%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
10,759
shares
|
$249,393
0.02% of portfolio
|
Q4 2024
Added 17.58%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
10,653
shares
|
$246,936
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
10,548
shares
|
$244,502
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Whelan Financial
|
Feb 13, 2025 Q4 2024 |
10,461
shares
|
$242,485
0.09% of portfolio
|
Q4 2024
Added 86.8%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
10,334
shares
|
$239,542
0.0% of portfolio
|
Q4 2024
Added 108.77%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
10,293
shares
|
$238,591
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Maple Capital Management, Inc.
|
Feb 05, 2025 Q4 2024 |
10,194
shares
|
$236,296
0.02% of portfolio
|
Q4 2024
Added 97.86%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
10,178
shares
|
$235,926
0.42% of portfolio
|
Q3 2024
Reduced 17.42%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
10,134
shares
|
$234,906
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
10,128
shares
|
$234,767
0.01% of portfolio
|
Q4 2024
Reduced 29.68%
|