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 |
|---|---|---|---|---|---|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
402,699
shares
|
$9.33 Million
1.43% of portfolio
|
Q4 2024
Added 124.89%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
401,390
shares
|
$9.3 Million
0.02% of portfolio
|
Q4 2024
Added 71.69%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
386,105
shares
|
$8.95 Million
0.04% of portfolio
|
Q4 2024
Added 273.8%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
385,045
shares
|
$8.93 Million
0.44% of portfolio
|
Q4 2024
Added 95.33%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
379,368
shares
|
$8.79 Million
0.34% of portfolio
|
Q4 2024
Added 113.7%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
365,092
shares
|
$8.46 Million
0.15% of portfolio
|
Q4 2024
Added 1057.88%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
361,502
shares
|
$8.38 Million
0.21% of portfolio
|
Q4 2024
Added 108.82%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
360,128
shares
|
$8.35 Million
2.8% of portfolio
|
Q4 2024
Added 102.69%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
358,933
shares
|
$8.32 Million
0.09% of portfolio
|
Q4 2024
Added 157.55%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
358,746
shares
|
$8.32 Million
0.63% of portfolio
|
Q4 2024
Added 47.05%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
342,779
shares
|
$7.95 Million
0.0% of portfolio
|
Q4 2024
Added 102.16%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
340,511
shares
|
$7.89 Million
0.12% of portfolio
|
Q4 2024
Added 73.1%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
336,701
shares
|
$7.8 Million
0.0% of portfolio
|
Q4 2024
Added 680.14%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
335,656
shares
|
$7.78 Million
0.01% of portfolio
|
Q4 2024
Added 180.92%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
331,754
shares
|
$7.69 Million
0.26% of portfolio
|
Q4 2024
Added 148.39%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
330,828
shares
|
$7.67 Million
0.07% of portfolio
|
Q4 2024
Added 125.16%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
328,971
shares
|
$7.63 Million
0.03% of portfolio
|
Q4 2024
Added 311.71%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
322,031
shares
|
$7.46 Million
0.54% of portfolio
|
Q4 2024
Added 100.61%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
317,155
shares
|
$7.35 Million
1.59% of portfolio
|
Q4 2024
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Feb 19, 2025 Q4 2024 |
313,998
shares
|
$7.28 Million
6.57% of portfolio
|
Q4 2024
Added 768.81%
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
306,303
shares
|
$7.1 Million
2.59% of portfolio
|
Q4 2024
Added 127.69%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
304,841
shares
|
$7.07 Million
0.08% of portfolio
|
Q4 2024
Added 48.48%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
302,071
shares
|
$7 Million
2.68% of portfolio
|
Q3 2024
Reduced 55.67%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
300,686
shares
|
$6.97 Million
0.99% of portfolio
|
Q4 2024
Added 39.09%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
293,536
shares
|
$6.8 Million
2.24% of portfolio
|
Q4 2024
Added 118.42%
|