Institutional Ownership Schwab Us Aggregate Bond ETF (SCHZ)
Currently, there are no institutions holding Schwab Us Aggregate Bond ETF (SCHZ). This information is based on the latest data available and is subject to change as new information becomes available.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
89,815
shares
|
$2.1 Million
0.16% of portfolio
|
Q3 2025
Added 13.93%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
89,370
shares
|
$2.09 Million
0.02% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
88,829
shares
|
$2.08 Million
0.83% of portfolio
|
Q3 2025
Added 10.9%
|
|
|
Lvw Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
88,644
shares
|
$2.07 Million
0.23% of portfolio
|
Q3 2025
Added 8.6%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Dec 18, 2025 Q3 2025 |
87,925
shares
|
$2.06 Million
1.22% of portfolio
|
Q3 2025
Added 8.64%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
87,710
shares
|
$2.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 26.37%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
87,633
shares
|
$2.05 Million
0.1% of portfolio
|
Q3 2025
Added 17.9%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
87,385
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
87,209
shares
|
$2.04 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
86,570
shares
|
$2.03 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
85,952
shares
|
$2.01 Million
0.92% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
85,901
shares
|
$2.01 Million
2.56% of portfolio
|
Q2 2023
New holding
|
|
|
Blossom Wealth Management
|
Oct 22, 2025 Q3 2025 |
84,810
shares
|
$1.98 Million
3.23% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
84,543
shares
|
$1.98 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
83,571
shares
|
$1.96 Million
0.02% of portfolio
|
Q3 2025
Reduced 22.62%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
83,464
shares
|
$1.95 Million
0.61% of portfolio
|
Q3 2025
Added 14.17%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
81,409
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
79,047
shares
|
$1.85 Million
0.63% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
78,918
shares
|
$1.85 Million
0.22% of portfolio
|
Q3 2025
Added 119.43%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
76,097
shares
|
$1.78 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
75,881
shares
|
$1.78 Million
0.13% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
74,806
shares
|
$1.75 Million
0.39% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
74,284
shares
|
$1.74 Million
0.71% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
73,795
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.16%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
73,279
shares
|
$1.71 Million
0.08% of portfolio
|
Q3 2025
Added 14.21%
|
|