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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
1,882
shares
|
$44,038
0.01% of portfolio
|
Q2 2025
Reduced 24.3%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
1,640
shares
|
$38,376
0.0% of portfolio
|
Q3 2025
Reduced 82.37%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
1,564
shares
|
$36,597
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jan 15, 2026 Q4 2025 |
1,547
shares
|
$36,199
0.01% of portfolio
|
Q4 2025
Added 18.45%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
1,536
shares
|
$35,942
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
1,530
shares
|
$35,802
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
1,474
shares
|
$34,491
0.01% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
1,280
shares
|
$29,952
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
1,250
shares
|
$29,250
0.01% of portfolio
|
Q4 2024
Added 4529.63%
|
|
|
Thompson Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
1,198
shares
|
$28,033
0.0% of portfolio
|
Q4 2024
Added 2001.75%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
1,172
shares
|
$27,424
0.06% of portfolio
|
Q3 2025
Added 868.6%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
1,110
shares
|
$25,974
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
1,077
shares
|
$25,201
0.01% of portfolio
|
Q3 2025
Added 121.15%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
1,000
shares
|
$23,400
0.01% of portfolio
|
Q2 2025
Reduced 35.73%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
984
shares
|
$23,025
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
942
shares
|
$22,042
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
930
shares
|
$21,762
0.0% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
876
shares
|
$20,498
0.01% of portfolio
|
Q3 2025
Reduced 9.88%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
876
shares
|
$20,498
0.01% of portfolio
|
Q2 2023
Added 0.81%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 12, 2026 Q4 2025 |
725
shares
|
$16,965
0.01% of portfolio
|
Q4 2025
Added 59.34%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
720
shares
|
$16,848
0.0% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
710
shares
|
$16,614
0.0% of portfolio
|
Q3 2025
New holding
|
|