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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
34,252
shares
|
$778,890
0.01% of portfolio
|
Q4 2024
Added 57.0%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2024 Q3 2024 |
32,348
shares
|
$735,593
0.29% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
32,164
shares
|
$731,409
0.01% of portfolio
|
Q3 2024
Added 37.72%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
32,140
shares
|
$730,863
1.67% of portfolio
|
Q2 2024
Added 2.67%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
32,034
shares
|
$728,453
0.05% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
31,991
shares
|
$727,475
0.0% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
31,959
shares
|
$726,747
0.11% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
31,774
shares
|
$722,540
0.46% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
31,010
shares
|
$705,167
0.23% of portfolio
|
Q4 2024
Reduced 38.27%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
30,864
shares
|
$701,847
0.55% of portfolio
|
Q4 2024
Added 153.84%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
30,573
shares
|
$695,230
0.02% of portfolio
|
Q3 2024
Added 80.18%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Oct 28, 2024 Q3 2024 |
30,550
shares
|
$694,707
0.66% of portfolio
|
Q1 2024
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
30,272
shares
|
$688,385
0.25% of portfolio
|
Q3 2024
Reduced 21.29%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
30,266
shares
|
$688,248
0.1% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
30,132
shares
|
$685,201
0.28% of portfolio
|
Q4 2024
Added 111.88%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
29,416
shares
|
$668,919
0.2% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
29,303
shares
|
$666,350
0.21% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
28,779
shares
|
$654,434
0.1% of portfolio
|
Q3 2024
Added 440.65%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
28,754
shares
|
$653,865
0.02% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
28,678
shares
|
$652,137
0.12% of portfolio
|
Q4 2024
Added 92.55%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
28,500
shares
|
$648,090
0.38% of portfolio
|
Q3 2024
Added 126.46%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
28,231
shares
|
$641,972
0.34% of portfolio
|
Q4 2024
Added 222.6%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
28,153
shares
|
$640,199
0.35% of portfolio
|
Q3 2024
Reduced 4.19%
|