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 |
|---|---|---|---|---|---|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
1,530
shares
|
$35,465
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
1,464
shares
|
$33,935
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
1,414
shares
|
$32,776
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,394
shares
|
$32,312
0.0% of portfolio
|
Q4 2024
Added 100.29%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,351
shares
|
$31,316
0.06% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,250
shares
|
$28,975
0.0% of portfolio
|
Q4 2024
Added 4529.63%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,214
shares
|
$28,140
0.0% of portfolio
|
Q4 2024
Added 124.4%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
1,198
shares
|
$27,769
0.0% of portfolio
|
Q4 2024
Added 2001.75%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,116
shares
|
$25,868
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
1,103
shares
|
$25,567
0.01% of portfolio
|
Q4 2024
Added 100.55%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
984
shares
|
$22,809
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
958
shares
|
$22,206
0.01% of portfolio
|
Q4 2024
Added 102.11%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
942
shares
|
$21,835
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
934
shares
|
$21,650
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
934
shares
|
$21,650
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
884
shares
|
$20,491
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
876
shares
|
$20,305
0.01% of portfolio
|
Q2 2023
Added 0.81%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
830
shares
|
$19,239
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Feb 11, 2025 Q4 2024 |
808
shares
|
$18,729
0.02% of portfolio
|
Q4 2024
Added 87.47%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
704
shares
|
$16,318
0.0% of portfolio
|
Q4 2024
Added 112.05%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
677
shares
|
$15,692
0.0% of portfolio
|
Q4 2024
Added 100.89%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
650
shares
|
$15,067
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
600
shares
|
$13,908
0.0% of portfolio
|
Q2 2021
Added 11.11%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
572
shares
|
$13,258
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
560
shares
|
$12,980
0.0% of portfolio
|
Q4 2024
Added 102.9%
|