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 |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
409
shares
|
$9,300
0.0% of portfolio
|
Q3 2022
Reduced 73.06%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
389
shares
|
$8,845
0.0% of portfolio
|
Q3 2024
Reduced 53.86%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
332
shares
|
$7,549
0.0% of portfolio
|
Q4 2023
Added 1.85%
|
|
|
Gpwm LLC
|
Jan 13, 2025 Q4 2024 |
316
shares
|
$7,185
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
314
shares
|
$7,140
0.0% of portfolio
|
Q3 2024
Reduced 88.88%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
286
shares
|
$6,503
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
280
shares
|
$6,367
0.0% of portfolio
|
Q2 2024
Reduced 66.82%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
276
shares
|
$6,276
0.0% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
228
shares
|
$5,184
0.0% of portfolio
|
Q4 2023
Reduced 54.67%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
220
shares
|
$5,002
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
214
shares
|
$4,866
0.0% of portfolio
|
Q2 2023
Reduced 1.38%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
200
shares
|
$4,548
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
144
shares
|
$3,274
0.0% of portfolio
|
Q4 2024
Added 102.82%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
135
shares
|
$3,069
0.0% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Palouse Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
132
shares
|
$3,001
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
131
shares
|
$2,978
0.0% of portfolio
|
Q3 2024
Added 718.75%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
131
shares
|
$2,978
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
124
shares
|
$2,819
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
100
shares
|
$2,274
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
99
shares
|
$2,251
0.0% of portfolio
|
Q3 2024
Reduced 9.17%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
95
shares
|
$2,160
0.0% of portfolio
|
Q3 2023
Reduced 73.61%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
94
shares
|
$2,137
0.0% of portfolio
|
Q3 2021
Reduced 50.26%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
91
shares
|
$2,069
0.0% of portfolio
|
Q4 2024
Added 102.22%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
87
shares
|
$1,978
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
80
shares
|
$1,819
0.0% of portfolio
|
Q2 2024
New holding
|