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 708 institutions that hold shares in the stock, with a total of 170 Million shares, which have been reported (via 13F filing form) to have a value of $3.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
677,416
shares
|
$15.7 Million
3.9% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
668,043
shares
|
$15.5 Million
5.56% of portfolio
|
Q2 2025
Added 22.79%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
666,535
shares
|
$15.5 Million
5.37% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
649,813
shares
|
$15.1 Million
2.47% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
647,225
shares
|
$15 Million
0.4% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
645,468
shares
|
$15 Million
3.66% of portfolio
|
Q3 2024
Added 139.17%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
637,008
shares
|
$14.8 Million
0.01% of portfolio
|
Q1 2025
Added 9.02%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
635,697
shares
|
$14.8 Million
0.05% of portfolio
|
Q2 2025
Added 6517.71%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
623,079
shares
|
$14.5 Million
3.06% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
614,202
shares
|
$14.3 Million
0.18% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
605,351
shares
|
$14.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
602,232
shares
|
$14 Million
0.96% of portfolio
|
Q2 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
592,758
shares
|
$13.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
583,498
shares
|
$13.5 Million
1.75% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
552,221
shares
|
$12.8 Million
0.18% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
531,858
shares
|
$12.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
518,250
shares
|
$12 Million
2.33% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
497,739
shares
|
$11.6 Million
5.3% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
483,048
shares
|
$11.2 Million
5.51% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
479,299
shares
|
$11.1 Million
8.03% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
478,742
shares
|
$11.1 Million
1.11% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
May 06, 2025 Q1 2025 |
473,240
shares
|
$11 Million
5.56% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
464,677
shares
|
$10.8 Million
2.52% of portfolio
|
Q2 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
464,677
shares
|
$10.8 Million
2.52% of portfolio
|
Q2 2025
Reduced 9.49%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
463,188
shares
|
$10.8 Million
0.07% of portfolio
|
Q2 2025
Added 42.86%
|