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 |
---|---|---|---|---|---|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
23,417
shares
|
$532,502
0.26% of portfolio
|
Q3 2024
Reduced 12.99%
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
23,301
shares
|
$529,864
0.91% of portfolio
|
Q2 2024
Added 2.42%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
23,056
shares
|
$524,293
0.04% of portfolio
|
Q3 2024
Added 9.73%
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
22,892
shares
|
$520,564
0.77% of portfolio
|
Q3 2024
Added 0.14%
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
22,549
shares
|
$512,764
0.03% of portfolio
|
Q3 2024
Reduced 30.58%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
22,474
shares
|
$511,058
0.02% of portfolio
|
Q3 2024
Reduced 16.54%
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
22,414
shares
|
$509,694
0.25% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
22,372
shares
|
$508,739
0.03% of portfolio
|
Q3 2024
Added 61.0%
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
22,335
shares
|
$507,897
0.02% of portfolio
|
Q4 2024
Added 51.2%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
22,063
shares
|
$501,712
0.1% of portfolio
|
Q1 2023
Reduced 5.5%
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
21,097
shares
|
$479,745
0.02% of portfolio
|
Q4 2024
Added 48.99%
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
21,057
shares
|
$478,836
0.02% of portfolio
|
Q2 2024
Reduced 5.65%
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Jan 17, 2025 Q4 2024 |
20,900
shares
|
$475,265
0.14% of portfolio
|
Q4 2024
Added 100.0%
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jan 17, 2025 Q4 2024 |
20,900
shares
|
$475,265
0.14% of portfolio
|
Q4 2024
New holding
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
20,871
shares
|
$474,606
0.1% of portfolio
|
Q4 2024
Added 93.18%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
20,806
shares
|
$473,128
0.0% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
20,600
shares
|
$468,443
0.23% of portfolio
|
Q4 2024
Added 101.7%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
20,055
shares
|
$456,050
0.39% of portfolio
|
Q3 2023
Reduced 16.08%
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
20,033
shares
|
$455,550
0.06% of portfolio
|
Q3 2024
Added 4.61%
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
19,714
shares
|
$448,296
0.45% of portfolio
|
Q1 2024
New holding
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
19,643
shares
|
$446,681
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
19,614
shares
|
$446,022
0.0% of portfolio
|
Q4 2022
Reduced 3.31%
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
19,610
shares
|
$445,931
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
19,498
shares
|
$443,384
0.02% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
19,410
shares
|
$441,383
0.01% of portfolio
|
Q3 2024
Reduced 5.2%
|