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 630 institutions that hold shares in the stock, with a total of 105 Million shares, which have been reported (via 13F filing form) to have a value of $2.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
6,102
shares
|
$138,759
0.15% of portfolio
|
Q2 2023
Reduced 5.72%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
6,015
shares
|
$136,781
0.02% of portfolio
|
Q4 2024
Added 80.9%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
6,011
shares
|
$136,690
0.09% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
5,972
shares
|
$135,803
0.02% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
5,945
shares
|
$135,189
0.02% of portfolio
|
Q3 2024
Reduced 8.1%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
5,893
shares
|
$134,006
0.2% of portfolio
|
Q4 2023
Added 6.74%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
5,788
shares
|
$131,619
0.03% of portfolio
|
Q3 2024
Added 20.99%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,781
shares
|
$131,459
0.0% of portfolio
|
Q3 2024
Reduced 73.45%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
5,724
shares
|
$130,163
0.12% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
5,701
shares
|
$129,640
0.08% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
5,609
shares
|
$127,548
0.04% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Whelan Financial
|
Oct 28, 2024 Q3 2024 |
5,600
shares
|
$127,343
0.11% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
5,433
shares
|
$123,546
11.47% of portfolio
|
Q4 2023
Reduced 90.9%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
5,354
shares
|
$121,749
0.01% of portfolio
|
Q1 2024
Reduced 2.76%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,285
shares
|
$120,180
0.01% of portfolio
|
Q2 2020
Added 30.2%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,274
shares
|
$119,930
0.04% of portfolio
|
Q2 2024
Added 8.1%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
5,261
shares
|
$119,635
0.0% of portfolio
|
Q2 2022
Added 0.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
5,190
shares
|
$118,020
0.0% of portfolio
|
Q3 2024
Added 1237.63%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
5,185
shares
|
$117,906
0.02% of portfolio
|
Q3 2024
Reduced 74.37%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
5,155
shares
|
$117,224
0.05% of portfolio
|
Q3 2024
Reduced 17.61%
|
|
|
Maple Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
5,152
shares
|
$117,156
0.02% of portfolio
|
Q3 2024
Reduced 38.22%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
5,067
shares
|
$115,223
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,000
shares
|
$113,699
0.03% of portfolio
|
Q3 2022
Reduced 37.89%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
4,950
shares
|
$112,562
0.0% of portfolio
|
Q2 2024
Reduced 13.02%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
4,946
shares
|
$112,472
0.06% of portfolio
|
Q2 2024
Reduced 2.66%
|