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 |
|---|---|---|---|---|---|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
28,114
shares
|
$639,312
0.11% of portfolio
|
Q4 2024
Added 49.46%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
27,841
shares
|
$633,104
0.44% of portfolio
|
Q4 2024
Added 100.18%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
27,769
shares
|
$631,467
0.02% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
27,396
shares
|
$622,985
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
26,516
shares
|
$602,973
0.51% of portfolio
|
Q1 2023
Added 2.43%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
26,243
shares
|
$596,765
0.42% of portfolio
|
Q4 2024
Added 214.33%
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 14, 2024 Q3 2024 |
26,167
shares
|
$595,037
1.21% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
26,155
shares
|
$594,764
0.2% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
26,079
shares
|
$593,036
0.66% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
26,005
shares
|
$591,353
0.21% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
25,809
shares
|
$586,896
0.55% of portfolio
|
Q3 2024
Reduced 12.17%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
25,085
shares
|
$570,432
0.15% of portfolio
|
Q4 2024
Added 27.18%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
24,996
shares
|
$568,409
0.09% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
24,782
shares
|
$563,542
1.17% of portfolio
|
Q4 2022
Added 31.62%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
24,593
shares
|
$559,244
0.41% of portfolio
|
Q1 2024
Reduced 10.84%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
24,544
shares
|
$558,130
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
24,521
shares
|
$557,607
0.78% of portfolio
|
Q3 2022
Added 1.15%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
24,258
shares
|
$551,626
0.06% of portfolio
|
Q3 2024
Reduced 45.39%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
24,112
shares
|
$548,306
0.44% of portfolio
|
Q4 2024
Added 100.28%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
23,990
shares
|
$545,532
0.1% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Legacy Wealth Management, Inc
|
Jan 21, 2025 Q4 2024 |
23,892
shares
|
$543,304
0.03% of portfolio
|
Q4 2024
Added 121.96%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
23,884
shares
|
$543,122
0.34% of portfolio
|
Q4 2024
Added 122.72%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
23,882
shares
|
$543,076
0.54% of portfolio
|
Q4 2024
Added 100.05%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
23,876
shares
|
$542,940
0.01% of portfolio
|
Q4 2024
Added 120.36%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
23,439
shares
|
$533,002
0.28% of portfolio
|
Q1 2024
Added 0.55%
|