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 690 institutions that hold shares in the stock, with a total of 168 Million shares, which have been reported (via 13F filing form) to have a value of $3.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
11,720,512
shares
|
$268 Million
0.02% of portfolio
|
Q4 2024
Added 85.16%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
8,631,799
shares
|
$197 Million
0.05% of portfolio
|
Q4 2024
Added 107.97%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
6,511,229
shares
|
$149 Million
5.36% of portfolio
|
Q4 2024
Added 107.68%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
6,270,198
shares
|
$143 Million
18.24% of portfolio
|
Q4 2024
Added 120.11%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
5,411,514
shares
|
$124 Million
10.66% of portfolio
|
Q1 2025
Reduced 8.26%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
5,070,153
shares
|
$116 Million
0.24% of portfolio
|
Q4 2024
Added 100.79%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
4,412,953
shares
|
$101 Million
0.03% of portfolio
|
Q4 2024
Added 115.52%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
4,245,657
shares
|
$96.9 Million
1.16% of portfolio
|
Q4 2024
Added 156.59%
|
|
|
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
|
Apr 15, 2025 Q1 2025 |
3,747,793
shares
|
$85.6 Million
14.18% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
3,691,159
shares
|
$84.3 Million
0.17% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
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%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
2,768,143
shares
|
$63.2 Million
3.47% of portfolio
|
Q4 2024
Added 94.4%
|
|
|
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
|
$55.2 Million
1.73% of portfolio
|
Q4 2024
Added 128.85%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
2,351,550
shares
|
$53.7 Million
5.21% of portfolio
|
Q1 2025
Added 12.59%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
2,088,164
shares
|
$47.7 Million
7.5% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,079,620
shares
|
$47.5 Million
0.08% of portfolio
|
Q4 2024
Added 116.46%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Apr 09, 2025 Q1 2025 |
1,965,005
shares
|
$44.9 Million
19.6% of portfolio
|
Q1 2025
Added 259.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,908,363
shares
|
$43.6 Million
0.0% of portfolio
|
Q4 2024
Added 266.0%
|
|
|
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%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,382,096
shares
|
$31.6 Million
0.42% of portfolio
|
Q1 2025
Added 7.9%
|
|
|
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%
|
|
|
Financial Life Advisors
|
Jan 28, 2025 Q4 2024 |
1,223,571
shares
|
$27.9 Million
10.58% of portfolio
|
Q4 2024
Added 112.85%
|