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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
7,255
shares
|
$168,170
0.0% of portfolio
|
Q4 2024
Added 2210.51%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,233
shares
|
$167,660
0.0% of portfolio
|
Q2 2024
Reduced 37.08%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
7,094
shares
|
$164,438
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
7,056
shares
|
$163,558
0.0% of portfolio
|
Q4 2024
Added 100.85%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
6,605
shares
|
$153,103
0.0% of portfolio
|
Q4 2024
Added 81.61%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
6,500
shares
|
$150,670
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
6,422
shares
|
$148,861
0.12% of portfolio
|
Q4 2024
Added 96.33%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
6,291
shares
|
$145,825
0.03% of portfolio
|
Q2 2024
Reduced 28.9%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
6,110
shares
|
$141,629
0.03% of portfolio
|
Q4 2024
Added 86.0%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
6,102
shares
|
$141,444
0.15% of portfolio
|
Q2 2023
Reduced 5.72%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
6,015
shares
|
$139,427
0.02% of portfolio
|
Q4 2024
Added 80.9%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
5,896
shares
|
$136,669
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
5,837
shares
|
$135,301
0.05% of portfolio
|
Q4 2024
Added 99.97%
|
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
5,433
shares
|
$125,936
11.47% of portfolio
|
Q4 2023
Reduced 90.9%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,285
shares
|
$122,506
0.01% of portfolio
|
Q2 2020
Added 30.2%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
5,261
shares
|
$121,949
0.0% of portfolio
|
Q2 2022
Added 0.15%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,000
shares
|
$115,900
0.03% of portfolio
|
Q3 2022
Reduced 37.89%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
4,856
shares
|
$112,562
0.14% of portfolio
|
Q4 2022
Added 0.94%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
4,774
shares
|
$110,661
0.01% of portfolio
|
Q4 2024
Reduced 93.3%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
4,773
shares
|
$110,638
0.01% of portfolio
|
Q4 2024
Added 113.94%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
4,679
shares
|
$108,459
0.02% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
4,543
shares
|
$105,306
0.03% of portfolio
|
Q4 2024
Added 161.54%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
4,430
shares
|
$102,687
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
4,285
shares
|
$99,326
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
4,202
shares
|
$97,402
0.01% of portfolio
|
Q4 2024
Added 100.0%
|