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 630 institutions that hold shares in the stock, with a total of 105 Million shares, which have been reported (via 13F filing form) to have a value of $2.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
139,366
shares
|
$3.17 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
137,792
shares
|
$3.13 Million
5.12% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
131,385
shares
|
$2.99 Million
0.63% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
128,546
shares
|
$2.92 Million
1.74% of portfolio
|
Q3 2024
Added 260.92%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
126,514
shares
|
$2.88 Million
0.41% of portfolio
|
Q4 2024
Added 111.87%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
124,350
shares
|
$2.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 38.86%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
124,150
shares
|
$2.82 Million
0.23% of portfolio
|
Q2 2024
Added 20.98%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
124,100
shares
|
$2.82 Million
0.61% of portfolio
|
Q4 2024
Added 156.67%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
121,105
shares
|
$2.75 Million
0.27% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
119,485
shares
|
$2.72 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
118,247
shares
|
$2.69 Million
1.23% of portfolio
|
Q3 2024
Added 131.13%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
117,782
shares
|
$2.68 Million
2.4% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
115,863
shares
|
$2.63 Million
0.48% of portfolio
|
Q3 2024
Added 8.64%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 15, 2025 Q4 2024 |
114,707
shares
|
$2.61 Million
1.94% of portfolio
|
Q4 2024
Added 84.27%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
113,653
shares
|
$2.58 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
113,375
shares
|
$2.58 Million
4.71% of portfolio
|
Q4 2023
Reduced 2.91%
|
|
|
Financial Designs Corp
Claremont, CA |
Jan 17, 2025 Q4 2024 |
110,653
shares
|
$2.52 Million
1.65% of portfolio
|
Q4 2024
Added 114.22%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
109,816
shares
|
$2.5 Million
1.25% of portfolio
|
Q3 2024
Added 306.06%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
109,477
shares
|
$2.49 Million
1.29% of portfolio
|
Q4 2024
Added 91.59%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
109,324
shares
|
$2.49 Million
0.01% of portfolio
|
Q3 2024
Added 15.61%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
108,416
shares
|
$2.47 Million
0.12% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
108,159
shares
|
$2.46 Million
1.33% of portfolio
|
Q4 2024
Added 84.67%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
106,851
shares
|
$2.43 Million
0.02% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
106,580
shares
|
$2.42 Million
0.05% of portfolio
|
Q4 2024
Added 134.86%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
104,016
shares
|
$2.37 Million
0.18% of portfolio
|
Q4 2024
Reduced 4.52%
|