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 639 institutions that hold shares in the stock, with a total of 111 Million shares, which have been reported (via 13F filing form) to have a value of $2.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
60,175
shares
|
$1.37 Million
0.07% of portfolio
|
Q4 2024
Added 115.92%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
60,012
shares
|
$1.37 Million
0.25% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
59,868
shares
|
$1.37 Million
0.1% of portfolio
|
Q4 2024
Added 87.33%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
59,727
shares
|
$1.36 Million
0.04% of portfolio
|
Q4 2024
Added 136.7%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jan 28, 2025 Q4 2024 |
59,700
shares
|
$1.36 Million
0.58% of portfolio
|
Q4 2024
Added 95.42%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
59,683
shares
|
$1.36 Million
0.28% of portfolio
|
Q4 2024
Added 103.07%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
58,835
shares
|
$1.34 Million
0.34% of portfolio
|
Q3 2022
Reduced 44.01%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
58,054
shares
|
$1.33 Million
0.16% of portfolio
|
Q4 2024
Added 86.78%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
57,879
shares
|
$1.32 Million
1.48% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
57,448
shares
|
$1.31 Million
0.04% of portfolio
|
Q4 2023
Reduced 26.77%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
56,525
shares
|
$1.29 Million
0.17% of portfolio
|
Q3 2024
Reduced 30.2%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
55,858
shares
|
$1.28 Million
0.2% of portfolio
|
Q4 2024
Added 113.57%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
54,394
shares
|
$1.24 Million
0.67% of portfolio
|
Q3 2024
Reduced 74.55%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
54,051
shares
|
$1.23 Million
0.77% of portfolio
|
Q4 2024
Added 100.92%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
53,830
shares
|
$1.23 Million
0.14% of portfolio
|
Q4 2024
Added 48.13%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
53,471
shares
|
$1.22 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
53,362
shares
|
$1.22 Million
1.72% of portfolio
|
Q3 2024
New holding
|
|
|
Twele Capital Management, Inc.
|
Jan 14, 2025 Q4 2024 |
51,555
shares
|
$1.18 Million
0.25% of portfolio
|
Q4 2024
Added 96.92%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
50,562
shares
|
$1.15 Million
1.34% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
47,600
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
47,488
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
46,894
shares
|
$1.07 Million
0.38% of portfolio
|
Q4 2024
Added 135.61%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
46,507
shares
|
$1.06 Million
0.86% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
46,096
shares
|
$1.05 Million
0.27% of portfolio
|
Q4 2024
Added 283.72%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
45,631
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2024
Added 101.76%
|