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 175 Million shares, which have been reported (via 13F filing form) to have a value of $4.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
24,942
shares
|
$583,642
0.05% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
24,782
shares
|
$579,898
1.17% of portfolio
|
Q4 2022
Added 31.62%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
24,667
shares
|
$577,207
0.06% of portfolio
|
Q3 2025
Reduced 22.96%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
24,593
shares
|
$575,476
0.41% of portfolio
|
Q1 2024
Reduced 10.84%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
24,521
shares
|
$573,791
0.78% of portfolio
|
Q3 2022
Added 1.15%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
24,518
shares
|
$573,721
0.02% of portfolio
|
Q3 2025
Added 164.54%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
24,392
shares
|
$570,772
0.4% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
23,957
shares
|
$560,593
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
23,818
shares
|
$557,341
0.07% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Seek First Inc.
Campbell, CA |
Nov 12, 2025 Q3 2025 |
23,647
shares
|
$553,339
0.4% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2025 Q3 2025 |
23,600
shares
|
$552,240
0.36% of portfolio
|
Q3 2025
Reduced 15.45%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
23,527
shares
|
$550,531
0.39% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
23,505
shares
|
$550,017
0.09% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Nov 07, 2025 Q3 2025 |
23,412
shares
|
$547,840
0.49% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
23,150
shares
|
$541,710
0.1% of portfolio
|
Q3 2025
Reduced 7.64%
|
|
|
Asempa Wealth Advisors
Baton Rouge, LA |
Jan 08, 2026 Q4 2025 |
23,086
shares
|
$540,212
0.46% of portfolio
|
Q4 2025
New holding
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
22,991
shares
|
$537,989
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Payne Capital LLC
Lake Oswego, OR |
Nov 04, 2025 Q3 2025 |
22,492
shares
|
$526,312
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
22,444
shares
|
$525,189
0.25% of portfolio
|
Q3 2025
Reduced 76.01%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
22,063
shares
|
$516,274
0.1% of portfolio
|
Q1 2023
Reduced 5.5%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
21,971
shares
|
$514,121
0.0% of portfolio
|
Q2 2025
Reduced 17.02%
|
|
|
Haven Private, LLC
Orlando, FL |
Nov 06, 2025 Q3 2025 |
21,214
shares
|
$496,407
0.22% of portfolio
|
Q3 2025
Reduced 40.27%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
21,146
shares
|
$494,816
0.18% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
21,025
shares
|
$491,984
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
20,964
shares
|
$490,557
0.15% of portfolio
|
Q3 2025
New holding
|
|