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 |
|---|---|---|---|---|---|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
4,679
shares
|
$109,488
0.02% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
4,227
shares
|
$98,911
0.0% of portfolio
|
Q3 2025
Reduced 14.12%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
4,053
shares
|
$94,840
0.03% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
4,045
shares
|
$94,653
0.01% of portfolio
|
Q2 2025
Reduced 32.75%
|
|
|
Granite Investment Partners, LLC
|
Nov 10, 2025 Q3 2025 |
3,780
shares
|
$88,452
0.01% of portfolio
|
Q4 2024
Added 105.99%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
3,717
shares
|
$86,977
0.0% of portfolio
|
Q4 2024
Added 101.25%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
3,691
shares
|
$86,369
0.03% of portfolio
|
Q4 2024
Added 40911.11%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
3,657
shares
|
$85,573
0.0% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
3,578
shares
|
$83,725
0.06% of portfolio
|
Q2 2025
Added 164.84%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
3,366
shares
|
$78,764
0.0% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
3,196
shares
|
$74,786
0.0% of portfolio
|
Q2 2025
Reduced 75.33%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
3,056
shares
|
$71,510
0.0% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
3,045
shares
|
$71,253
0.07% of portfolio
|
Q3 2025
Added 101400.0%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
3,006
shares
|
$70,340
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,654
shares
|
$62,103
0.07% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
2,653
shares
|
$62,080
0.06% of portfolio
|
Q3 2025
Reduced 15.64%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
2,650
shares
|
$62,009
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,447
shares
|
$57,259
0.04% of portfolio
|
Q3 2024
Added 33.57%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
2,332
shares
|
$54,568
0.03% of portfolio
|
Q3 2021
Reduced 10.58%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
2,327
shares
|
$54,451
0.02% of portfolio
|
Q3 2025
Reduced 17.83%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
2,250
shares
|
$52,650
0.0% of portfolio
|
Q1 2025
Reduced 68.11%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,107
shares
|
$49,303
0.0% of portfolio
|
Q2 2024
Added 2.18%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
2,104
shares
|
$49,233
0.0% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,071
shares
|
$48,461
0.0% of portfolio
|
Q2 2025
Reduced 23.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,957
shares
|
$45,793
0.0% of portfolio
|
Q3 2025
Reduced 3.69%
|
|