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 |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
224,622
shares
|
$5.21 Million
0.42% of portfolio
|
Q4 2024
Added 97.64%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
222,718
shares
|
$5.16 Million
3.29% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
222,594
shares
|
$5.16 Million
0.02% of portfolio
|
Q4 2024
Added 108.32%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
221,093
shares
|
$5.12 Million
1.84% of portfolio
|
Q4 2024
Added 111.83%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
219,751
shares
|
$5.09 Million
0.47% of portfolio
|
Q4 2024
Added 132.24%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
209,240
shares
|
$4.85 Million
3.51% of portfolio
|
Q4 2024
Added 155.19%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
207,575
shares
|
$4.81 Million
1.22% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
203,807
shares
|
$4.72 Million
1.96% of portfolio
|
Q4 2024
Added 73.04%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
202,482
shares
|
$4.69 Million
0.54% of portfolio
|
Q4 2024
Added 99.43%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
195,694
shares
|
$4.54 Million
1.36% of portfolio
|
Q4 2024
Added 92.11%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
195,166
shares
|
$4.52 Million
0.01% of portfolio
|
Q4 2024
Added 78.52%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Feb 05, 2025 Q4 2024 |
192,466
shares
|
$4.46 Million
1.55% of portfolio
|
Q4 2024
Added 27.96%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
188,643
shares
|
$4.37 Million
2.14% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
188,363
shares
|
$4.37 Million
0.38% of portfolio
|
Q4 2024
Added 119.59%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
188,057
shares
|
$4.36 Million
0.31% of portfolio
|
Q4 2024
Added 105.89%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
185,873
shares
|
$4.31 Million
0.5% of portfolio
|
Q4 2024
Added 106.49%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
182,095
shares
|
$4.22 Million
10.48% of portfolio
|
Q4 2024
New holding
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
182,028
shares
|
$4.22 Million
1.18% of portfolio
|
Q4 2024
Added 117.65%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
179,709
shares
|
$4.17 Million
0.0% of portfolio
|
Q4 2024
Added 44.52%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Feb 10, 2025 Q4 2024 |
178,094
shares
|
$4.13 Million
8.11% of portfolio
|
Q4 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
176,358
shares
|
$4.09 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
175,384
shares
|
$4.07 Million
3.36% of portfolio
|
Q4 2024
Added 99.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
174,389
shares
|
$4.04 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jan 29, 2025 Q4 2024 |
174,094
shares
|
$4.04 Million
3.21% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
172,673
shares
|
$4 Million
0.56% of portfolio
|
Q4 2024
Added 101.86%
|