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 $4.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
13,118
shares
|
$306,961
0.05% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
13,008
shares
|
$304,387
0.07% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
12,913
shares
|
$302,164
0.01% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
12,871
shares
|
$301,181
0.16% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
12,779
shares
|
$299,028
0.09% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 20, 2025 Q3 2025 |
12,652
shares
|
$296,056
0.12% of portfolio
|
Q3 2025
Reduced 13.32%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
12,540
shares
|
$293,436
0.05% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
12,511
shares
|
$292,757
0.03% of portfolio
|
Q3 2025
Reduced 17.25%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
12,505
shares
|
$292,617
0.06% of portfolio
|
Q3 2025
Reduced 41.23%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
12,438
shares
|
$291,049
0.02% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
12,410
shares
|
$290,394
0.32% of portfolio
|
Q2 2024
Added 10.48%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
12,380
shares
|
$289,692
0.03% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
12,273
shares
|
$287,188
0.12% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
12,273
shares
|
$287,188
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
12,184
shares
|
$285,105
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Oct 07, 2025 Q3 2025 |
12,096
shares
|
$283,046
0.28% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
12,037
shares
|
$281,665
0.08% of portfolio
|
Q3 2025
Reduced 12.27%
|
|
|
Diversified Investment Strategies, LLC
|
Oct 27, 2025 Q3 2025 |
12,020
shares
|
$281,268
0.19% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
11,823
shares
|
$276,658
0.01% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
11,816
shares
|
$276,494
0.19% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
11,756
shares
|
$275,090
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
11,596
shares
|
$271,346
0.01% of portfolio
|
Q3 2025
Reduced 26.35%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
11,555
shares
|
$270,387
0.01% of portfolio
|
Q3 2025
New holding
|
|