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 649 institutions that hold shares in the stock, with a total of 125 Million shares, which have been reported (via 13F filing form) to have a value of $2.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
6,511,229
shares
|
$149 Million
5.36% of portfolio
|
Q4 2024
Added 107.68%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
6,330,057
shares
|
$145 Million
0.02% of portfolio
|
Q3 2024
Added 12.22%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
5,898,795
shares
|
$135 Million
11.76% of portfolio
|
Q4 2024
Added 103.36%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
4,150,430
shares
|
$94.8 Million
0.05% of portfolio
|
Q3 2024
Added 54.66%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
4,029,490
shares
|
$92 Million
0.01% of portfolio
|
Q4 2024
Added 146.74%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
3,569,169
shares
|
$81.5 Million
13.4% of portfolio
|
Q4 2024
Added 113.85%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
3,091,537
shares
|
$70.6 Million
0.1% of portfolio
|
Q4 2024
Added 112.49%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
2,848,603
shares
|
$65.1 Million
17.53% of portfolio
|
Q3 2024
Added 10.19%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
2,768,143
shares
|
$63.2 Million
3.47% of portfolio
|
Q4 2024
Added 94.4%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
2,525,055
shares
|
$57.7 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
2,474,865
shares
|
$56.5 Million
6.8% of portfolio
|
Q4 2024
Added 113.85%
|
|
|
Milliman Financial Risk Management LLC
Chicago, IL |
Nov 04, 2022 Q3 2022 |
2,420,294
shares
|
$55.3 Million
1.71% of portfolio
|
Q2 2022
Reduced 28.99%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
2,419,062
shares
|
$55.3 Million
1.73% of portfolio
|
Q4 2024
Added 128.85%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
2,088,600
shares
|
$47.7 Million
4.49% of portfolio
|
Q4 2024
Added 109.02%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,047,586
shares
|
$46.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,041,533
shares
|
$46.6 Million
7.25% of portfolio
|
Q4 2024
Added 104.99%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,725,521
shares
|
$39.4 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
1,654,617
shares
|
$37.8 Million
0.93% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
1,528,884
shares
|
$34.9 Million
6.4% of portfolio
|
Q4 2024
Added 116.43%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
1,326,998
shares
|
$30.3 Million
12.96% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
1,280,939
shares
|
$29.3 Million
0.38% of portfolio
|
Q4 2024
Added 142.58%
|
|
|
Financial Life Advisors
|
Jan 28, 2025 Q4 2024 |
1,223,571
shares
|
$27.9 Million
10.58% of portfolio
|
Q4 2024
Added 112.85%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
1,193,675
shares
|
$27.3 Million
2.54% of portfolio
|
Q4 2024
Added 123.42%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Feb 06, 2025 Q4 2024 |
1,159,479
shares
|
$26.5 Million
10.71% of portfolio
|
Q4 2024
Added 90.34%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
1,140,638
shares
|
$26.1 Million
7.08% of portfolio
|
Q4 2024
Added 69.22%
|