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 707 institutions that hold shares in the stock, with a total of 174 Million shares, which have been reported (via 13F filing form) to have a value of $4.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
73,279
shares
|
$1.71 Million
0.08% of portfolio
|
Q3 2025
Added 14.21%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
73,039
shares
|
$1.71 Million
1.03% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
72,860
shares
|
$1.7 Million
0.14% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
72,456
shares
|
$1.7 Million
0.08% of portfolio
|
Q3 2025
Added 8.68%
|
|
|
Act Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
71,442
shares
|
$1.67 Million
0.59% of portfolio
|
Q3 2025
Reduced 20.34%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Nov 03, 2025 Q3 2025 |
71,083
shares
|
$1.66 Million
0.53% of portfolio
|
Q3 2025
Added 11.99%
|
|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
70,482
shares
|
$1.65 Million
0.22% of portfolio
|
Q3 2025
Added 10.21%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
70,358
shares
|
$1.65 Million
0.66% of portfolio
|
Q3 2025
Added 117.61%
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
70,232
shares
|
$1.64 Million
0.88% of portfolio
|
Q3 2025
Added 7.99%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
69,589
shares
|
$1.63 Million
0.17% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
66,561
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.77%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2025 Q3 2025 |
66,473
shares
|
$1.56 Million
0.56% of portfolio
|
Q3 2025
Reduced 7.82%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
66,084
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
65,381
shares
|
$1.53 Million
0.39% of portfolio
|
Q3 2025
Added 23.2%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
64,006
shares
|
$1.5 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
64,000
shares
|
$1.5 Million
1.6% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Sterling Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
63,699
shares
|
$1.49 Million
0.96% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
62,576
shares
|
$1.46 Million
1.14% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
61,631
shares
|
$1.44 Million
0.35% of portfolio
|
Q3 2025
Added 15.79%
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
61,423
shares
|
$1.44 Million
1.16% of portfolio
|
Q3 2025
Added 19.22%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
61,025
shares
|
$1.43 Million
0.18% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
60,718
shares
|
$1.42 Million
0.38% of portfolio
|
Q3 2025
Added 11.79%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
60,446
shares
|
$1.41 Million
0.3% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
59,933
shares
|
$1.4 Million
0.48% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
59,600
shares
|
$1.39 Million
0.46% of portfolio
|
Q3 2025
Added 0.22%
|
|