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 |
|---|---|---|---|---|---|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
101,897
shares
|
$2.36 Million
0.87% of portfolio
|
Q4 2024
Added 115.52%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
100,804
shares
|
$2.34 Million
1.17% of portfolio
|
Q4 2024
Added 115.52%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
97,797
shares
|
$2.27 Million
0.84% of portfolio
|
Q4 2024
Added 72.39%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
97,354
shares
|
$2.26 Million
0.65% of portfolio
|
Q4 2024
Added 238.91%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
97,261
shares
|
$2.25 Million
0.21% of portfolio
|
Q4 2024
Added 134.07%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
96,822
shares
|
$2.24 Million
0.48% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
96,433
shares
|
$2.24 Million
0.44% of portfolio
|
Q4 2024
Added 40.89%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
95,862
shares
|
$2.22 Million
0.07% of portfolio
|
Q4 2024
Added 101.87%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
94,283
shares
|
$2.19 Million
0.1% of portfolio
|
Q4 2024
Added 101.29%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
94,033
shares
|
$2.18 Million
0.02% of portfolio
|
Q4 2024
Added 207.57%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
93,882
shares
|
$2.18 Million
0.34% of portfolio
|
Q4 2024
Added 127.7%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
92,358
shares
|
$2.14 Million
0.12% of portfolio
|
Q4 2024
Added 111.12%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
90,309
shares
|
$2.09 Million
0.06% of portfolio
|
Q4 2024
Added 67.22%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
90,174
shares
|
$2.09 Million
0.03% of portfolio
|
Q4 2024
Added 112.33%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
89,418
shares
|
$2.07 Million
0.25% of portfolio
|
Q4 2024
Added 258.14%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
88,827
shares
|
$2.06 Million
0.95% of portfolio
|
Q4 2024
Added 102.79%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
88,319
shares
|
$2.05 Million
1.15% of portfolio
|
Q4 2024
Added 113.76%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
88,065
shares
|
$2.04 Million
1.18% of portfolio
|
Q4 2024
Added 100.76%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
86,805
shares
|
$2.01 Million
1.77% of portfolio
|
Q4 2024
Added 103.45%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
86,317
shares
|
$2 Million
0.61% of portfolio
|
Q4 2024
Added 101.14%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
86,021
shares
|
$1.99 Million
0.67% of portfolio
|
Q4 2024
Added 111.69%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
85,901
shares
|
$1.99 Million
2.56% of portfolio
|
Q2 2023
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
84,128
shares
|
$1.95 Million
0.43% of portfolio
|
Q4 2024
Added 323469.22%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
84,038
shares
|
$1.95 Million
0.73% of portfolio
|
Q4 2024
Added 137.14%
|
|
|
Act Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
83,433
shares
|
$1.93 Million
0.89% of portfolio
|
Q4 2024
Added 107.06%
|