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 708 institutions that hold shares in the stock, with a total of 170 Million shares, which have been reported (via 13F filing form) to have a value of $3.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,221,592
shares
|
$28.4 Million
0.01% of portfolio
|
Q1 2025
Added 256.38%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
1,175,683
shares
|
$27.3 Million
1.09% of portfolio
|
Q2 2025
Added 343.48%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
1,170,551
shares
|
$27.2 Million
6.05% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
1,168,241
shares
|
$27.1 Million
11.89% of portfolio
|
Q1 2025
Reduced 11.96%
|
|
|
Kilter Howling LLC
Boulder, CO |
May 14, 2025 Q1 2025 |
1,165,547
shares
|
$27.1 Million
17.25% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
1,164,805
shares
|
$27 Million
18.76% of portfolio
|
Q1 2025
Added 107.18%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,145,542
shares
|
$26.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 39.97%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
1,109,646
shares
|
$25.8 Million
0.38% of portfolio
|
Q1 2025
Added 145.34%
|
|
|
Mokosak Advisory Group, LLC
|
Jul 17, 2025 Q2 2025 |
1,082,876
shares
|
$25.1 Million
7.09% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
1,027,933
shares
|
$23.9 Million
6.09% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
1,027,933
shares
|
$23.9 Million
4.28% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
1,008,813
shares
|
$23.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
990,638
shares
|
$23 Million
0.39% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
976,395
shares
|
$22.7 Million
8.29% of portfolio
|
Q2 2025
Reduced 11.65%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
965,775
shares
|
$22.4 Million
0.14% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
949,067
shares
|
$22 Million
10.59% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
918,319
shares
|
$21.3 Million
0.02% of portfolio
|
Q1 2025
Added 61.43%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
873,474
shares
|
$20.3 Million
11.05% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Jul 16, 2025 Q2 2025 |
850,254
shares
|
$19.7 Million
19.48% of portfolio
|
Q2 2025
Reduced 11.3%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
789,936
shares
|
$18.3 Million
0.11% of portfolio
|
Q1 2025
Reduced 12.69%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
743,795
shares
|
$17.3 Million
2.56% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
726,387
shares
|
$16.9 Million
0.15% of portfolio
|
Q1 2025
Reduced 8.01%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
724,791
shares
|
$16.8 Million
2.28% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
708,480
shares
|
$16.4 Million
0.67% of portfolio
|
Q2 2025
Reduced 45.14%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
708,243
shares
|
$16.4 Million
1.46% of portfolio
|
Q1 2025
Added 1.07%
|