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 |
|---|---|---|---|---|---|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
8,636
shares
|
$202,082
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
8,582
shares
|
$200,818
0.33% of portfolio
|
Q1 2023
Reduced 1.66%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
7,980
shares
|
$186,732
0.06% of portfolio
|
Q4 2022
Reduced 5.0%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
7,636
shares
|
$178,682
0.09% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
7,318
shares
|
$171,241
0.03% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,233
shares
|
$169,252
0.0% of portfolio
|
Q2 2024
Reduced 37.08%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
7,120
shares
|
$166,608
0.03% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
7,094
shares
|
$165,999
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
6,453
shares
|
$151,000
0.1% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
6,451
shares
|
$150,953
0.01% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
6,291
shares
|
$147,209
0.03% of portfolio
|
Q2 2024
Reduced 28.9%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
6,102
shares
|
$142,786
0.15% of portfolio
|
Q2 2023
Reduced 5.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,998
shares
|
$140,353
0.0% of portfolio
|
Q3 2025
Added 27.48%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
5,706
shares
|
$133,520
0.0% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
5,681
shares
|
$132,935
0.01% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
5,452
shares
|
$127,576
0.04% of portfolio
|
Q3 2025
Added 75.47%
|
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
5,433
shares
|
$127,132
11.47% of portfolio
|
Q4 2023
Reduced 90.9%
|
|
|
Vestwell Advisors, LLC
New York, NY |
Dec 05, 2025 Q3 2025 |
5,344
shares
|
$125,049
0.04% of portfolio
|
Q3 2025
Added 18.44%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,285
shares
|
$123,668
0.01% of portfolio
|
Q2 2020
Added 30.2%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
5,261
shares
|
$123,107
0.0% of portfolio
|
Q2 2022
Added 0.15%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
5,240
shares
|
$122,615
0.01% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
5,147
shares
|
$120,439
0.04% of portfolio
|
Q3 2025
Reduced 7.39%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,000
shares
|
$117,000
0.03% of portfolio
|
Q3 2022
Reduced 37.89%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
4,856
shares
|
$113,630
0.14% of portfolio
|
Q4 2022
Added 0.94%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
4,760
shares
|
$111,384
0.05% of portfolio
|
Q3 2025
Reduced 4.82%
|
|