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 |
|---|---|---|---|---|---|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
170,530
shares
|
$3.95 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
166,222
shares
|
$3.85 Million
0.28% of portfolio
|
Q4 2024
Added 94.43%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jan 23, 2025 Q4 2024 |
161,011
shares
|
$3.73 Million
7.99% of portfolio
|
Q4 2024
Added 77.88%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
160,546
shares
|
$3.72 Million
0.09% of portfolio
|
Q4 2024
Added 201.63%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
160,453
shares
|
$3.72 Million
1.99% of portfolio
|
Q4 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
159,016
shares
|
$3.69 Million
0.1% of portfolio
|
Q4 2024
Added 86.93%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
157,655
shares
|
$3.65 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Feb 11, 2025 Q4 2024 |
153,925
shares
|
$3.57 Million
0.96% of portfolio
|
Q4 2024
Added 129.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
152,155
shares
|
$3.53 Million
0.11% of portfolio
|
Q4 2024
Added 98.54%
|
|
|
Nyl Investors LLC
New York, NY |
Jan 30, 2025 Q4 2024 |
151,200
shares
|
$3.5 Million
0.31% of portfolio
|
Q4 2024
Added 112.96%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
151,183
shares
|
$3.5 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
148,714
shares
|
$3.45 Million
0.08% of portfolio
|
Q4 2024
Added 98.41%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
148,694
shares
|
$3.45 Million
0.03% of portfolio
|
Q4 2024
Added 1976.73%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Feb 13, 2025 Q4 2024 |
147,284
shares
|
$3.41 Million
1.5% of portfolio
|
Q4 2024
New holding
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
146,937
shares
|
$3.41 Million
1.32% of portfolio
|
Q4 2024
Added 108.45%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
145,305
shares
|
$3.37 Million
1.3% of portfolio
|
Q4 2024
Reduced 21.35%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
145,138
shares
|
$3.36 Million
1.14% of portfolio
|
Q4 2024
Added 96.45%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
141,083
shares
|
$3.27 Million
0.05% of portfolio
|
Q4 2024
Added 136.52%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
139,761
shares
|
$3.24 Million
0.31% of portfolio
|
Q4 2024
Added 125.77%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Feb 10, 2025 Q4 2024 |
135,252
shares
|
$3.14 Million
3.54% of portfolio
|
Q4 2024
New holding
|
|
|
Cooper/Haims Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
132,549
shares
|
$3.07 Million
1.74% of portfolio
|
Q4 2024
Added 162.15%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
131,291
shares
|
$3.04 Million
1.95% of portfolio
|
Q4 2024
Added 146.04%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
130,265
shares
|
$3.02 Million
0.29% of portfolio
|
Q4 2024
Added 117.06%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
128,733
shares
|
$2.98 Million
0.01% of portfolio
|
Q4 2024
Added 29.03%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
128,546
shares
|
$2.98 Million
1.74% of portfolio
|
Q3 2024
Added 260.92%
|