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 639 institutions that hold shares in the stock, with a total of 111 Million shares, which have been reported (via 13F filing form) to have a value of $2.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
16,450
shares
|
$375,553
0.1% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
16,421
shares
|
$374,891
0.19% of portfolio
|
Q4 2024
Added 102.08%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
16,228
shares
|
$370,485
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
16,196
shares
|
$369,754
0.03% of portfolio
|
Q4 2024
Added 222.82%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
15,866
shares
|
$362,220
0.19% of portfolio
|
Q4 2024
Added 101.81%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
15,841
shares
|
$361,650
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
15,829
shares
|
$361,376
0.04% of portfolio
|
Q4 2024
Added 73.85%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
15,596
shares
|
$356,056
0.2% of portfolio
|
Q4 2024
Added 58.83%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
15,582
shares
|
$355,737
0.04% of portfolio
|
Q3 2024
Added 112.78%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
15,543
shares
|
$354,846
0.1% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
15,435
shares
|
$352,381
0.46% of portfolio
|
Q4 2023
Reduced 15.08%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
15,282
shares
|
$348,888
0.47% of portfolio
|
Q3 2024
Reduced 8.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
15,056
shares
|
$343,728
0.0% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
15,007
shares
|
$342,609
0.0% of portfolio
|
Q3 2024
Reduced 52.24%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
14,972
shares
|
$341,810
0.08% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
14,812
shares
|
$338,157
0.04% of portfolio
|
Q4 2024
Added 155.91%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
14,798
shares
|
$337,838
0.11% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
14,649
shares
|
$334,436
0.25% of portfolio
|
Q4 2024
Added 48.99%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
14,594
shares
|
$333,181
0.25% of portfolio
|
Q4 2023
Reduced 0.57%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
14,550
shares
|
$332,176
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
14,478
shares
|
$330,532
0.04% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
14,402
shares
|
$328,797
0.04% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
14,274
shares
|
$325,875
0.0% of portfolio
|
Q4 2024
Added 102.1%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
14,161
shares
|
$323,295
0.96% of portfolio
|
Q3 2023
Added 0.27%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
14,036
shares
|
$320,441
1.02% of portfolio
|
Q3 2023
Reduced 7.18%
|