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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
641
shares
|
$14,999
0.0% of portfolio
|
Q1 2025
Reduced 42.56%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
600
shares
|
$14,040
0.0% of portfolio
|
Q2 2021
Added 11.11%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
582
shares
|
$13,618
0.0% of portfolio
|
Q3 2025
Reduced 16.14%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
576
shares
|
$13,478
0.0% of portfolio
|
Q3 2025
Reduced 6.34%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
552
shares
|
$12,916
0.01% of portfolio
|
Q3 2025
Reduced 96.23%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
534
shares
|
$12,495
0.0% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
517
shares
|
$12,097
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
513
shares
|
$12,004
0.0% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
493
shares
|
$11,536
0.0% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2025 Q3 2025 |
455
shares
|
$10,647
0.0% of portfolio
|
Q4 2024
Added 100.44%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
409
shares
|
$9,570
0.0% of portfolio
|
Q3 2022
Reduced 73.06%
|
|
|
Gpwm LLC
|
Oct 07, 2025 Q3 2025 |
389
shares
|
$9,102
0.01% of portfolio
|
Q1 2025
Added 23.1%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
376
shares
|
$8,798
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
328
shares
|
$7,675
0.0% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
301
shares
|
$7,043
0.0% of portfolio
|
Q3 2025
Reduced 96.57%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
290
shares
|
$6,786
0.0% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
287
shares
|
$6,715
0.0% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
273
shares
|
$6,388
0.0% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
268
shares
|
$6,271
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
267
shares
|
$6,247
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Palouse Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
264
shares
|
$6,177
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
222
shares
|
$5,194
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
220
shares
|
$5,148
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
219
shares
|
$5,124
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
214
shares
|
$5,007
0.0% of portfolio
|
Q2 2023
Reduced 1.38%
|
|