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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
560
shares
|
$12,980
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
455
shares
|
$10,546
0.01% of portfolio
|
Q4 2024
Added 100.44%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
409
shares
|
$9,480
0.0% of portfolio
|
Q3 2022
Reduced 73.06%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
400
shares
|
$9,272
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
391
shares
|
$9,063
0.0% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
376
shares
|
$8,715
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
370
shares
|
$8,576
0.0% of portfolio
|
Q4 2024
Added 273.74%
|
|
|
Gpwm LLC
|
Jan 13, 2025 Q4 2024 |
316
shares
|
$7,324
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
308
shares
|
$7,139
0.0% of portfolio
|
Q4 2024
Added 35.09%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
293
shares
|
$6,791
0.0% of portfolio
|
Q4 2024
Reduced 35.32%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
265
shares
|
$6,142
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Palouse Capital Management, Inc.
|
Jan 30, 2025 Q4 2024 |
264
shares
|
$6,119
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
262
shares
|
$6,073
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
220
shares
|
$5,099
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
214
shares
|
$4,960
0.0% of portfolio
|
Q2 2023
Reduced 1.38%
|
|
|
New England Asset Management Inc
Farmington, CT |
Feb 14, 2025 Q4 2024 |
200
shares
|
$4,636
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
181
shares
|
$4,195
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
180
shares
|
$4,172
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
174
shares
|
$4,033
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horrell Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
174
shares
|
$4,033
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
160
shares
|
$3,708
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
159
shares
|
$3,685
0.0% of portfolio
|
Q4 2024
Added 101.27%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
150
shares
|
$3,477
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
144
shares
|
$3,337
0.0% of portfolio
|
Q4 2024
Added 102.82%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
138
shares
|
$3,198
0.0% of portfolio
|
Q4 2024
Added 100.0%
|