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 |
|---|---|---|---|---|---|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
126,514
shares
|
$2.93 Million
0.41% of portfolio
|
Q4 2024
Added 111.87%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
124,195
shares
|
$2.88 Million
0.1% of portfolio
|
Q4 2024
Added 90.37%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
124,100
shares
|
$2.88 Million
0.61% of portfolio
|
Q4 2024
Added 156.67%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
122,814
shares
|
$2.85 Million
0.5% of portfolio
|
Q4 2024
Added 101.52%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
120,391
shares
|
$2.79 Million
1.45% of portfolio
|
Q4 2024
Added 108.0%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
118,755
shares
|
$2.75 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
118,411
shares
|
$2.74 Million
0.02% of portfolio
|
Q4 2024
Added 510.05%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 15, 2025 Q4 2024 |
114,707
shares
|
$2.66 Million
1.94% of portfolio
|
Q4 2024
Added 84.27%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
113,375
shares
|
$2.63 Million
4.71% of portfolio
|
Q4 2023
Reduced 2.91%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
111,738
shares
|
$2.59 Million
1.04% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Financial Designs Corp
Claremont, CA |
Jan 17, 2025 Q4 2024 |
110,653
shares
|
$2.56 Million
1.65% of portfolio
|
Q4 2024
Added 114.22%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
109,897
shares
|
$2.55 Million
0.22% of portfolio
|
Q4 2024
Added 68.51%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
109,477
shares
|
$2.54 Million
1.29% of portfolio
|
Q4 2024
Added 91.59%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
108,159
shares
|
$2.51 Million
1.33% of portfolio
|
Q4 2024
Added 84.67%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
106,709
shares
|
$2.47 Million
0.15% of portfolio
|
Q4 2024
Added 88.78%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
106,580
shares
|
$2.47 Million
0.05% of portfolio
|
Q4 2024
Added 134.86%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
106,501
shares
|
$2.47 Million
0.46% of portfolio
|
Q4 2024
Added 110.07%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
106,479
shares
|
$2.47 Million
1.07% of portfolio
|
Q4 2024
Added 7.45%
|
|
|
ETF Store, Inc.
|
Feb 10, 2025 Q4 2024 |
106,080
shares
|
$2.46 Million
3.06% of portfolio
|
Q4 2024
Added 62.89%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
105,821
shares
|
$2.45 Million
0.06% of portfolio
|
Q4 2024
Added 97.9%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
105,538
shares
|
$2.45 Million
0.01% of portfolio
|
Q4 2024
Added 42.56%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
105,273
shares
|
$2.44 Million
0.02% of portfolio
|
Q4 2024
Added 163.3%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
105,128
shares
|
$2.44 Million
0.67% of portfolio
|
Q4 2024
Added 93.27%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
104,016
shares
|
$2.41 Million
0.18% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
103,630
shares
|
$2.4 Million
1.23% of portfolio
|
Q4 2024
Added 100.0%
|