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 |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
584,306
shares
|
$13.5 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
583,335
shares
|
$13.5 Million
1.91% of portfolio
|
Q4 2024
Added 126.52%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
564,879
shares
|
$13.1 Million
2.88% of portfolio
|
Q4 2024
Added 90.52%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
562,226
shares
|
$13 Million
18.82% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
550,826
shares
|
$12.8 Million
0.01% of portfolio
|
Q4 2024
Added 156.73%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
546,321
shares
|
$12.7 Million
12.38% of portfolio
|
Q3 2024
Added 64.55%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
543,203
shares
|
$12.6 Million
2.6% of portfolio
|
Q4 2024
Added 109.17%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
529,036
shares
|
$12.3 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
528,685
shares
|
$12.3 Million
0.17% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
525,492
shares
|
$12.2 Million
3.05% of portfolio
|
Q4 2024
Added 109.33%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
498,094
shares
|
$11.5 Million
5.29% of portfolio
|
Q4 2024
Added 98.78%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
488,707
shares
|
$11.3 Million
8.52% of portfolio
|
Q4 2024
Added 107.73%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
488,460
shares
|
$11.3 Million
1.33% of portfolio
|
Q4 2024
Added 402.71%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
487,070
shares
|
$11.3 Million
0.58% of portfolio
|
Q4 2024
Added 87.14%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
476,763
shares
|
$11.1 Million
5.84% of portfolio
|
Q4 2024
Added 103.65%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Feb 03, 2025 Q4 2024 |
476,748
shares
|
$11.1 Million
5.68% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
460,371
shares
|
$10.7 Million
0.03% of portfolio
|
Q4 2024
Added 176.47%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
452,286
shares
|
$10.5 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
428,655
shares
|
$9.94 Million
2.03% of portfolio
|
Q4 2024
Added 28.27%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
427,119
shares
|
$9.9 Million
0.35% of portfolio
|
Q4 2024
Added 116.19%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
426,245
shares
|
$9.88 Million
1.13% of portfolio
|
Q4 2024
Added 99.35%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
425,198
shares
|
$9.86 Million
2.31% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
421,946
shares
|
$9.78 Million
0.11% of portfolio
|
Q4 2024
Added 95.49%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
417,618
shares
|
$9.68 Million
0.01% of portfolio
|
Q4 2024
Added 111.27%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Dec 09, 2024 Q3 2024 |
405,421
shares
|
$9.4 Million
6.06% of portfolio
|
Q3 2024
Added 184.72%
|