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 630 institutions that hold shares in the stock, with a total of 105 Million shares, which have been reported (via 13F filing form) to have a value of $2.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
39,982
shares
|
$909,190
0.02% of portfolio
|
Q3 2024
Reduced 24.96%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
39,729
shares
|
$903,437
1.65% of portfolio
|
Q3 2024
Added 25.08%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
39,398
shares
|
$895,910
0.11% of portfolio
|
Q3 2024
Reduced 80.77%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
39,398
shares
|
$895,910
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
38,989
shares
|
$886,609
0.44% of portfolio
|
Q4 2024
Added 153.64%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
38,917
shares
|
$884,972
1.3% of portfolio
|
Q3 2024
Added 147.66%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
38,351
shares
|
$872,101
0.66% of portfolio
|
Q1 2024
Reduced 14.11%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Dec 03, 2024 Q3 2024 |
38,288
shares
|
$870,669
1.45% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
38,146
shares
|
$867,440
0.15% of portfolio
|
Q4 2024
Added 126.1%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
37,956
shares
|
$863,119
0.56% of portfolio
|
Q3 2024
Added 30.13%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
37,897
shares
|
$861,777
0.17% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
37,705
shares
|
$857,411
0.42% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
37,608
shares
|
$855,205
0.05% of portfolio
|
Q4 2024
Added 92.83%
|
|
|
Fidelis I M, LLC
Medford, OR |
Jan 21, 2025 Q4 2024 |
37,360
shares
|
$849,566
0.42% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
37,048
shares
|
$842,471
0.46% of portfolio
|
Q4 2024
Added 66.0%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
36,854
shares
|
$838,059
0.28% of portfolio
|
Q4 2024
Added 118.76%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
36,214
shares
|
$823,506
1.43% of portfolio
|
Q2 2022
Reduced 0.9%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
36,141
shares
|
$821,846
1.07% of portfolio
|
Q3 2024
Added 61.85%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Oct 21, 2024 Q3 2024 |
36,043
shares
|
$819,617
1.61% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
35,622
shares
|
$810,044
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 09, 2024 Q2 2024 |
35,539
shares
|
$808,156
0.58% of portfolio
|
Q2 2024
Added 5.22%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
35,342
shares
|
$803,677
0.3% of portfolio
|
Q4 2024
Added 95.91%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
34,675
shares
|
$788,509
1.02% of portfolio
|
Q3 2024
Added 16.23%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
34,666
shares
|
$788,304
1.02% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
34,639
shares
|
$787,690
0.66% of portfolio
|
Q3 2024
Reduced 1.13%
|