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 $4.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
52,145
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
52,044
shares
|
$1.22 Million
0.83% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
51,780
shares
|
$1.21 Million
0.14% of portfolio
|
Q3 2025
Reduced 21.97%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
50,801
shares
|
$1.19 Million
0.06% of portfolio
|
Q3 2025
Added 14.22%
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 12, 2025 Q3 2025 |
50,651
shares
|
$1.19 Million
0.97% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
50,521
shares
|
$1.18 Million
0.11% of portfolio
|
Q3 2025
Reduced 42.09%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
49,579
shares
|
$1.16 Million
0.15% of portfolio
|
Q3 2025
Added 14.4%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
48,425
shares
|
$1.13 Million
0.82% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
48,374
shares
|
$1.13 Million
0.31% of portfolio
|
Q3 2025
Reduced 71.11%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
48,016
shares
|
$1.12 Million
0.52% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
47,790
shares
|
$1.12 Million
0.05% of portfolio
|
Q3 2025
Added 289.74%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
47,658
shares
|
$1.12 Million
0.95% of portfolio
|
Q3 2025
Reduced 6.86%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 14, 2025 Q3 2025 |
45,805
shares
|
$1.07 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
45,677
shares
|
$1.07 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
45,262
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2025
Added 34.7%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
44,886
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
44,886
shares
|
$1.05 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Nov 05, 2025 Q3 2025 |
44,619
shares
|
$1.04 Million
0.88% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
44,374
shares
|
$1.04 Million
1.97% of portfolio
|
Q4 2022
Reduced 33.06%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
44,095
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
43,935
shares
|
$1.03 Million
0.24% of portfolio
|
Q4 2023
Added 61.42%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
43,740
shares
|
$1.02 Million
6.76% of portfolio
|
Q3 2023
Reduced 3.44%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
42,435
shares
|
$992,978
0.18% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
41,828
shares
|
$978,775
0.25% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Shearwater Capital LLC
|
Oct 16, 2025 Q3 2025 |
41,789
shares
|
$977,862
0.59% of portfolio
|
Q4 2024
Added 99.99%
|
|