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 711 institutions that hold shares in the stock, with a total of 175 Million shares, which have been reported (via 13F filing form) to have a value of $4.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
90,910
shares
|
$2.13 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
90,753
shares
|
$2.12 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.5%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
90,653
shares
|
$2.12 Million
0.53% of portfolio
|
Q4 2025
Added 2.31%
|
|
|
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%
|
|
|
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
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
85,116
shares
|
$1.99 Million
0.83% of portfolio
|
Q4 2025
Reduced 8.49%
|
|
|
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%
|
|
|
Dorato Capital Management
Denver, CO |
Jan 16, 2026 Q4 2025 |
83,801
shares
|
$1.96 Million
1.48% of portfolio
|
Q4 2025
New holding
|
|
|
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%
|
|
|
Blossom Wealth Management
|
Jan 16, 2026 Q4 2025 |
80,334
shares
|
$1.88 Million
3.11% of portfolio
|
Q4 2025
Reduced 5.28%
|
|
|
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%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 13, 2026 Q4 2025 |
77,207
shares
|
$1.81 Million
0.6% of portfolio
|
Q4 2025
Added 8.62%
|
|
|
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%
|
|