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 |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
289,550
shares
|
$6.71 Million
0.24% of portfolio
|
Q4 2024
Added 69.24%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
286,485
shares
|
$6.64 Million
1.36% of portfolio
|
Q4 2024
Added 98.44%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
284,307
shares
|
$6.59 Million
0.22% of portfolio
|
Q4 2024
Added 82.23%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
281,964
shares
|
$6.54 Million
5.0% of portfolio
|
Q4 2024
Added 104.63%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
279,854
shares
|
$6.49 Million
0.07% of portfolio
|
Q4 2024
Added 158.27%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
278,233
shares
|
$6.45 Million
1.19% of portfolio
|
Q4 2024
Added 170.1%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
275,948
shares
|
$6.4 Million
1.9% of portfolio
|
Q4 2024
Added 120.37%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
274,050
shares
|
$6.35 Million
3.09% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
272,503
shares
|
$6.32 Million
1.35% of portfolio
|
Q4 2024
Added 76.96%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
269,553
shares
|
$6.25 Million
0.23% of portfolio
|
Q4 2024
Added 104.78%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
268,445
shares
|
$6.22 Million
4.0% of portfolio
|
Q4 2024
Added 76.36%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
268,068
shares
|
$6.21 Million
0.53% of portfolio
|
Q4 2024
Added 103.54%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
267,125
shares
|
$6.19 Million
1.88% of portfolio
|
Q2 2023
Reduced 1.77%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
264,806
shares
|
$6.14 Million
0.62% of portfolio
|
Q4 2024
Added 101.55%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
263,380
shares
|
$6.11 Million
5.29% of portfolio
|
Q4 2024
Added 87.78%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
249,887
shares
|
$5.79 Million
0.27% of portfolio
|
Q4 2024
Added 106.34%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Feb 03, 2025 Q4 2024 |
249,780
shares
|
$5.79 Million
5.18% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
243,032
shares
|
$5.63 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
242,227
shares
|
$5.61 Million
1.54% of portfolio
|
Q4 2024
Added 133.62%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
240,132
shares
|
$5.57 Million
0.19% of portfolio
|
Q4 2024
Added 130.01%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
235,362
shares
|
$5.46 Million
0.45% of portfolio
|
Q4 2024
Added 103.14%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
226,457
shares
|
$5.25 Million
3.85% of portfolio
|
Q3 2024
Added 66.03%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
225,950
shares
|
$5.24 Million
0.12% of portfolio
|
Q4 2024
Added 108.41%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
225,814
shares
|
$5.23 Million
3.75% of portfolio
|
Q4 2024
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
225,616
shares
|
$5.23 Million
1.13% of portfolio
|
Q4 2024
Added 105.45%
|