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 |
|---|---|---|---|---|---|
|
New Harbor Financial Group, LLC
Leominster, MA |
Nov 06, 2025 Q3 2025 |
20,900
shares
|
$489,059
0.1% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 08, 2026 Q4 2025 |
20,888
shares
|
$488,779
0.34% of portfolio
|
Q4 2025
Reduced 23.94%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
20,880
shares
|
$488,591
0.01% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
20,685
shares
|
$484,028
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
20,602
shares
|
$482,086
0.06% of portfolio
|
Q4 2024
Added 78.13%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
20,571
shares
|
$481,361
0.08% of portfolio
|
Q3 2025
Reduced 6.89%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
20,469
shares
|
$478,974
0.35% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
20,055
shares
|
$469,287
0.39% of portfolio
|
Q3 2023
Reduced 16.08%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
19,991
shares
|
$467,789
0.01% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jan 08, 2026 Q4 2025 |
19,906
shares
|
$465,800
0.22% of portfolio
|
Q4 2025
Added 0.33%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
19,714
shares
|
$461,307
0.45% of portfolio
|
Q1 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
19,614
shares
|
$458,967
0.0% of portfolio
|
Q4 2022
Reduced 3.31%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
19,610
shares
|
$458,874
0.02% of portfolio
|
Q4 2025
Reduced 10.15%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
19,586
shares
|
$458,312
0.14% of portfolio
|
Q3 2025
Added 12.81%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
19,541
shares
|
$457,259
0.2% of portfolio
|
Q2 2025
Reduced 83.99%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
19,366
shares
|
$453,164
0.17% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
19,302
shares
|
$451,666
0.02% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
One Advisory Partners, LLC
|
Nov 05, 2025 Q3 2025 |
19,258
shares
|
$450,637
0.17% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
19,168
shares
|
$448,531
0.07% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
19,078
shares
|
$446,425
0.01% of portfolio
|
Q2 2025
Reduced 20.1%
|
|
|
Bowman & CO S.C.
|
Oct 10, 2025 Q3 2025 |
19,071
shares
|
$446,261
0.19% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Rba Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
19,041
shares
|
$445,559
0.16% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
18,876
shares
|
$441,698
0.03% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
18,836
shares
|
$440,762
0.08% of portfolio
|
Q3 2025
Reduced 20.82%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
18,799
shares
|
$439,896
0.24% of portfolio
|
Q2 2025
Reduced 1.3%
|
|