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 711 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 $4.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,564
shares
|
$247,197
0.01% of portfolio
|
Q3 2025
Reduced 51.14%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
10,465
shares
|
$244,880
0.01% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Quantum Capital Management, LLC
Northfield, NJ |
Nov 12, 2025 Q3 2025 |
10,171
shares
|
$238,001
0.03% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
10,134
shares
|
$237,135
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
10,100
shares
|
$236,340
0.01% of portfolio
|
Q3 2025
Reduced 8.18%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
10,035
shares
|
$234,819
0.02% of portfolio
|
Q4 2022
Reduced 85.11%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
10,014
shares
|
$234,327
0.1% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
9,901
shares
|
$231,683
0.16% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
9,740
shares
|
$227,916
0.03% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Professional Financial Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
9,657
shares
|
$225,973
0.05% of portfolio
|
Q4 2025
Reduced 1.35%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
9,637
shares
|
$225,505
0.05% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
9,547
shares
|
$223,399
0.02% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
9,451
shares
|
$221,153
0.0% of portfolio
|
Q3 2025
Reduced 9.31%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
9,288
shares
|
$217,339
0.06% of portfolio
|
Q3 2025
Reduced 16.42%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
9,231
shares
|
$216,005
0.05% of portfolio
|
Q3 2025
Reduced 11.5%
|
|
|
Whelan Financial
|
Oct 29, 2025 Q3 2025 |
9,218
shares
|
$215,701
0.07% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
9,158
shares
|
$214,297
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
9,138
shares
|
$213,829
0.0% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
9,106
shares
|
$213,080
0.17% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
9,104
shares
|
$213,033
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
9,102
shares
|
$212,986
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
8,982
shares
|
$210,178
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
8,892
shares
|
$208,072
0.02% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,891
shares
|
$208,049
0.01% of portfolio
|
Q4 2024
Added 102.67%
|
|
|
Maple Capital Management, Inc.
|
Nov 21, 2025 Q3 2025 |
8,889
shares
|
$208,002
0.01% of portfolio
|
Q3 2025
Reduced 0.34%
|
|