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 |
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
229,870
shares
|
$5.34 Million
1.56% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
228,640
shares
|
$5.31 Million
1.16% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Guardian Financial Partners, LLC
|
Jul 31, 2025 Q2 2025 |
228,321
shares
|
$5.3 Million
3.14% of portfolio
|
Q2 2025
Added 10.16%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
226,457
shares
|
$5.26 Million
3.85% of portfolio
|
Q3 2024
Added 66.03%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
224,349
shares
|
$5.21 Million
0.5% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
218,665
shares
|
$5.08 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
215,504
shares
|
$5 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
211,119
shares
|
$4.9 Million
1.95% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
210,145
shares
|
$4.88 Million
0.16% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
199,524
shares
|
$4.63 Million
0.11% of portfolio
|
Q2 2025
Reduced 16.93%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
198,203
shares
|
$4.6 Million
0.35% of portfolio
|
Q2 2025
Reduced 10.76%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
196,187
shares
|
$4.55 Million
1.62% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Aug 04, 2025 Q2 2025 |
190,577
shares
|
$4.42 Million
1.33% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
188,746
shares
|
$4.38 Million
0.85% of portfolio
|
Q2 2025
Reduced 47.87%
|
|
|
Hc Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
188,732
shares
|
$4.38 Million
3.29% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
188,643
shares
|
$4.38 Million
2.14% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Aug 05, 2025 Q2 2025 |
187,873
shares
|
$4.36 Million
1.33% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
187,326
shares
|
$4.35 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
186,778
shares
|
$4.34 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
May 09, 2025 Q1 2025 |
183,387
shares
|
$4.26 Million
9.66% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jul 16, 2025 Q2 2025 |
182,547
shares
|
$4.24 Million
8.76% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Jul 16, 2025 Q2 2025 |
178,765
shares
|
$4.15 Million
1.22% of portfolio
|
Q2 2025
Added 10.89%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
177,723
shares
|
$4.12 Million
2.99% of portfolio
|
Q2 2025
Reduced 33.62%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
177,178
shares
|
$4.11 Million
2.77% of portfolio
|
Q2 2025
Added 20.31%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
177,133
shares
|
$4.11 Million
0.32% of portfolio
|
Q2 2025
Added 16.03%
|