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 |
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
456,284
shares
|
$10.6 Million
1.26% of portfolio
|
Q1 2025
Added 7.05%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
453,506
shares
|
$10.5 Million
0.5% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
441,479
shares
|
$10.2 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
437,602
shares
|
$10.2 Million
2.12% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
431,940
shares
|
$10 Million
7.44% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
430,986
shares
|
$10 Million
1.47% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
417,685
shares
|
$9.69 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
412,764
shares
|
$9.58 Million
0.29% of portfolio
|
Q2 2025
Added 12.2%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jul 22, 2025 Q2 2025 |
411,030
shares
|
$9.54 Million
5.98% of portfolio
|
Q2 2025
Reduced 30.68%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
404,995
shares
|
$9.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
397,275
shares
|
$9.22 Million
1.6% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
380,459
shares
|
$8.83 Million
0.35% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
369,343
shares
|
$8.57 Million
0.07% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
363,991
shares
|
$8.45 Million
2.34% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
362,011
shares
|
$8.4 Million
0.2% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
361,995
shares
|
$8.4 Million
2.42% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
May 14, 2025 Q1 2025 |
345,285
shares
|
$8.01 Million
3.32% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
343,005
shares
|
$7.96 Million
0.1% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
341,231
shares
|
$7.92 Million
0.02% of portfolio
|
Q2 2025
Added 46.17%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
339,477
shares
|
$7.88 Million
0.36% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
335,176
shares
|
$7.78 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
324,053
shares
|
$7.52 Million
2.23% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
316,402
shares
|
$7.34 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
315,459
shares
|
$7.32 Million
0.09% of portfolio
|
Q2 2025
Reduced 11.68%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
313,659
shares
|
$7.28 Million
0.68% of portfolio
|
Q2 2025
Reduced 86.66%
|