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 |
|---|---|---|---|---|---|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
15,444
shares
|
$361,389
0.05% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
15,435
shares
|
$361,179
0.46% of portfolio
|
Q4 2023
Reduced 15.08%
|
|
|
Alley Investment Management Company, LLC
|
Oct 24, 2025 Q3 2025 |
15,402
shares
|
$360,406
0.04% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
15,196
shares
|
$355,586
0.07% of portfolio
|
Q3 2025
Added 9.26%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
15,083
shares
|
$352,942
0.31% of portfolio
|
Q3 2025
Reduced 9.12%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
14,875
shares
|
$348,075
0.01% of portfolio
|
Q3 2025
Reduced 19.07%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
14,870
shares
|
$347,958
0.39% of portfolio
|
Q3 2025
Reduced 70.4%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
14,647
shares
|
$342,739
0.2% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
14,627
shares
|
$342,271
0.11% of portfolio
|
Q3 2025
Reduced 7.72%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
14,609
shares
|
$341,850
0.04% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
14,594
shares
|
$341,499
0.25% of portfolio
|
Q4 2023
Reduced 0.57%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
14,550
shares
|
$340,470
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
14,540
shares
|
$340,236
0.13% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
14,498
shares
|
$339,253
0.0% of portfolio
|
Q3 2025
Added 9.9%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
14,161
shares
|
$331,367
0.96% of portfolio
|
Q3 2023
Added 0.27%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
14,036
shares
|
$328,442
1.02% of portfolio
|
Q3 2023
Reduced 7.18%
|
|
|
Burns J W & CO Inc
|
Oct 20, 2025 Q3 2025 |
14,000
shares
|
$327,600
0.04% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
13,978
shares
|
$327,085
0.0% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
13,898
shares
|
$325,213
0.17% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
13,866
shares
|
$324,464
0.01% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
13,660
shares
|
$319,644
0.04% of portfolio
|
Q3 2025
Added 12.63%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
13,622
shares
|
$318,754
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
13,497
shares
|
$315,829
0.06% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
13,414
shares
|
$313,887
0.01% of portfolio
|
Q3 2025
Reduced 13.32%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
13,350
shares
|
$312,390
0.09% of portfolio
|
Q3 2025
Reduced 39.26%
|
|