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 |
|---|---|---|---|---|---|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
10,035
shares
|
$232,611
0.02% of portfolio
|
Q4 2022
Reduced 85.11%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
9,988
shares
|
$231,521
0.01% of portfolio
|
Q4 2024
Added 102.64%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
9,962
shares
|
$230,919
0.17% of portfolio
|
Q4 2024
Added 69.05%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
9,803
shares
|
$227,233
0.1% of portfolio
|
Q4 2024
Added 101.71%
|
|
|
Quantum Capital Management, LLC
Northfield, NJ |
Feb 12, 2025 Q4 2024 |
9,705
shares
|
$224,961
0.03% of portfolio
|
Q4 2024
Added 100.68%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Feb 04, 2025 Q4 2024 |
9,587
shares
|
$222,226
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
9,393
shares
|
$217,729
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
9,224
shares
|
$213,812
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
9,167
shares
|
$212,491
0.12% of portfolio
|
Q4 2024
Added 96.63%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
9,106
shares
|
$211,077
0.17% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
9,061
shares
|
$210,033
0.02% of portfolio
|
Q4 2024
Added 88.97%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
9,055
shares
|
$209,894
0.02% of portfolio
|
Q4 2024
Added 56493.75%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
9,051
shares
|
$209,802
0.01% of portfolio
|
Q4 2024
Added 66.1%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
9,009
shares
|
$208,828
0.03% of portfolio
|
Q4 2024
Added 94.83%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
8,900
shares
|
$206,302
0.0% of portfolio
|
Q4 2024
Added 101.77%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,891
shares
|
$206,093
0.01% of portfolio
|
Q4 2024
Added 102.67%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
8,886
shares
|
$205,977
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
8,878
shares
|
$205,792
0.03% of portfolio
|
Q4 2024
Added 101.18%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
8,644
shares
|
$200,367
0.03% of portfolio
|
Q4 2024
Added 102.63%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
8,582
shares
|
$198,930
0.33% of portfolio
|
Q1 2023
Reduced 1.66%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,236
shares
|
$190,910
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
7,980
shares
|
$184,976
0.06% of portfolio
|
Q4 2022
Reduced 5.0%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
7,965
shares
|
$184,628
0.07% of portfolio
|
Q3 2024
Reduced 30.49%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
7,636
shares
|
$177,002
0.09% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
7,330
shares
|
$169,909
0.03% of portfolio
|
Q4 2024
Added 100.0%
|