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 |
|---|---|---|---|---|---|
|
New England Asset Management Inc
Farmington, CT |
Nov 14, 2025 Q3 2025 |
200
shares
|
$4,680
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Horrell Capital Management, Inc.
|
Nov 07, 2025 Q3 2025 |
174
shares
|
$4,071
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
163
shares
|
$3,814
0.0% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
160
shares
|
$3,744
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
138
shares
|
$3,229
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
130
shares
|
$3,042
0.0% of portfolio
|
Q3 2025
Reduced 77.39%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
128
shares
|
$2,995
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
106
shares
|
$2,480
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
102
shares
|
$2,386
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
95
shares
|
$2,223
0.0% of portfolio
|
Q3 2023
Reduced 73.61%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
94
shares
|
$2,199
0.0% of portfolio
|
Q3 2025
Reduced 47.78%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
76
shares
|
$1,778
0.0% of portfolio
|
Q4 2024
Reduced 82.57%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
72
shares
|
$1,684
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
64
shares
|
$1,497
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
61
shares
|
$1,427
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
60
shares
|
$1,404
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
56
shares
|
$1,310
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
53
shares
|
$1,240
0.0% of portfolio
|
Q4 2024
Added 103.85%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
52
shares
|
$1,216
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
50
shares
|
$1,170
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
48
shares
|
$1,123
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
48
shares
|
$1,123
0.0% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
44
shares
|
$1,029
0.0% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
35
shares
|
$819
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
28
shares
|
$655
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|