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 |
|---|---|---|---|---|---|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
453,715
shares
|
$10.6 Million
1.09% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
453,424
shares
|
$10.6 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
429,757
shares
|
$10.1 Million
0.01% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
426,419
shares
|
$9.98 Million
0.32% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
421,624
shares
|
$9.87 Million
0.28% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
407,177
shares
|
$9.53 Million
0.07% of portfolio
|
Q3 2025
Added 10.24%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
400,712
shares
|
$9.38 Million
2.57% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
396,201
shares
|
$9.27 Million
1.46% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
394,529
shares
|
$9.23 Million
0.32% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
393,704
shares
|
$9.21 Million
0.33% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
393,699
shares
|
$9.21 Million
0.01% of portfolio
|
Q3 2025
Added 12.27%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
393,138
shares
|
$9.2 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2025 Q3 2025 |
384,326
shares
|
$8.99 Million
3.12% of portfolio
|
Q3 2025
Added 2772.18%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
370,712
shares
|
$8.67 Million
0.19% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 17, 2025 Q3 2025 |
369,208
shares
|
$8.64 Million
5.38% of portfolio
|
Q3 2025
Reduced 10.17%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
364,034
shares
|
$8.52 Million
2.21% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Oct 09, 2025 Q3 2025 |
355,327
shares
|
$8.31 Million
5.49% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
351,176
shares
|
$8.22 Million
0.31% of portfolio
|
Q3 2025
Reduced 10.97%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
346,669
shares
|
$8.11 Million
0.08% of portfolio
|
Q3 2025
Added 5.97%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
338,789
shares
|
$7.93 Million
2.22% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
336,780
shares
|
$7.88 Million
0.69% of portfolio
|
Q3 2025
Added 7.37%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
336,122
shares
|
$7.87 Million
0.2% of portfolio
|
Q3 2025
Added 38.37%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
335,703
shares
|
$7.86 Million
0.3% of portfolio
|
Q3 2025
Reduced 52.62%
|
|
|
Reston Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
329,225
shares
|
$7.7 Million
2.5% of portfolio
|
Q3 2025
Added 13.71%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
320,857
shares
|
$7.51 Million
0.33% of portfolio
|
Q3 2025
Reduced 5.48%
|
|