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 |
|---|---|---|---|---|---|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
775,096
shares
|
$18.1 Million
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
775,096
shares
|
$18.1 Million
1.32% of portfolio
|
Q3 2025
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
753,124
shares
|
$17.6 Million
2.21% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
746,516
shares
|
$17.5 Million
5.53% of portfolio
|
Q3 2025
Added 12.0%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
703,175
shares
|
$16.5 Million
0.13% of portfolio
|
Q3 2025
Added 19.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
702,614
shares
|
$16.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 18.82%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
694,514
shares
|
$16.3 Million
5.61% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
690,882
shares
|
$16.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 48.89%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
689,271
shares
|
$16.1 Million
1.31% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
683,383
shares
|
$16 Million
0.38% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
662,116
shares
|
$15.5 Million
2.34% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
645,702
shares
|
$15.1 Million
3.01% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
645,468
shares
|
$15.1 Million
3.66% of portfolio
|
Q3 2024
Added 139.17%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
628,623
shares
|
$14.7 Million
0.02% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
620,489
shares
|
$14.5 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
596,702
shares
|
$14 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
593,069
shares
|
$13.9 Million
1.68% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
511,189
shares
|
$12 Million
5.15% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
497,588
shares
|
$11.6 Million
7.76% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 10, 2025 Q3 2025 |
495,524
shares
|
$11.6 Million
5.29% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
492,968
shares
|
$11.5 Million
2.08% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
488,342
shares
|
$11.4 Million
2.52% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Oct 31, 2025 Q3 2025 |
468,137
shares
|
$11 Million
5.19% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
465,278
shares
|
$10.9 Million
1.01% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
460,500
shares
|
$10.8 Million
1.06% of portfolio
|
Q3 2025
Added 0.61%
|
|