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 |
|---|---|---|---|---|---|
|
Hill Island Financial LLC
Grand Rapids, MI |
Nov 07, 2025 Q3 2025 |
41,544
shares
|
$972,129
0.33% of portfolio
|
Q3 2025
Reduced 10.14%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
41,358
shares
|
$967,777
0.07% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
41,206
shares
|
$964,220
0.15% of portfolio
|
Q4 2022
Reduced 20.92%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
40,424
shares
|
$945,921
0.02% of portfolio
|
Q3 2024
Added 98.65%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Nov 04, 2025 Q3 2025 |
40,191
shares
|
$940,469
0.42% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
40,104
shares
|
$938,433
0.47% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Signet Investment Advisory Group, Inc.
|
Nov 06, 2025 Q3 2025 |
39,854
shares
|
$932,583
0.45% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
39,729
shares
|
$929,658
1.65% of portfolio
|
Q3 2024
Added 25.08%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
39,228
shares
|
$917,935
0.0% of portfolio
|
Q4 2024
Added 99.7%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
39,202
shares
|
$917,326
0.19% of portfolio
|
Q1 2025
Reduced 41.37%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
38,889
shares
|
$910,002
0.1% of portfolio
|
Q3 2025
Reduced 44.61%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
38,845
shares
|
$908,973
0.56% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
38,351
shares
|
$897,413
0.66% of portfolio
|
Q1 2024
Reduced 14.11%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
37,868
shares
|
$886,111
0.49% of portfolio
|
Q3 2025
Added 8.19%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
37,722
shares
|
$882,694
0.52% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
37,603
shares
|
$879,910
0.26% of portfolio
|
Q3 2025
Reduced 10.95%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Nov 13, 2025 Q3 2025 |
37,387
shares
|
$874,855
2.01% of portfolio
|
Q3 2025
Reduced 6.5%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
36,884
shares
|
$863,085
0.02% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
36,868
shares
|
$862,711
0.0% of portfolio
|
Q3 2025
Reduced 26.65%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
36,799
shares
|
$861,096
0.03% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
36,583
shares
|
$856,042
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
36,459
shares
|
$853,140
0.01% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Oct 29, 2025 Q3 2025 |
36,450
shares
|
$852,930
0.49% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
36,413
shares
|
$852,064
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
36,413
shares
|
$852,064
0.17% of portfolio
|
Q3 2025
New holding
|
|