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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
9,789
shares
|
$229,062
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Youngs Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
9,744
shares
|
$228,009
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
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%
|
|
|
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%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
9,439
shares
|
$220,872
0.12% of portfolio
|
Q3 2025
Reduced 22.92%
|
|
|
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%
|
|
|
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%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
8,885
shares
|
$207,909
0.02% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
8,882
shares
|
$207,838
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
8,801
shares
|
$205,943
0.08% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
8,701
shares
|
$203,603
0.05% of portfolio
|
Q3 2025
Reduced 2.16%
|
|