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 175 Million shares, which have been reported (via 13F filing form) to have a value of $4.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
229,453
shares
|
$5.37 Million
1.03% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
226,457
shares
|
$5.3 Million
3.85% of portfolio
|
Q3 2024
Added 66.03%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
223,462
shares
|
$5.23 Million
0.95% of portfolio
|
Q3 2025
Added 56472.66%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
222,333
shares
|
$5.2 Million
1.74% of portfolio
|
Q3 2025
Added 13.33%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
218,628
shares
|
$5.12 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
216,925
shares
|
$5.08 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2025 Q3 2025 |
215,071
shares
|
$5.03 Million
1.39% of portfolio
|
Q3 2025
Added 12.85%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
215,027
shares
|
$5.03 Million
0.42% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 06, 2025 Q3 2025 |
214,211
shares
|
$5.01 Million
1.79% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
210,124
shares
|
$4.92 Million
0.06% of portfolio
|
Q3 2025
Reduced 12.23%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2026 Q4 2025 |
207,200
shares
|
$4.85 Million
2.72% of portfolio
|
Q4 2025
Reduced 3.83%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
201,166
shares
|
$4.71 Million
0.3% of portfolio
|
Q3 2025
Added 6.92%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
199,740
shares
|
$4.67 Million
1.44% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
199,664
shares
|
$4.67 Million
0.7% of portfolio
|
Q3 2025
Added 22.42%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
199,524
shares
|
$4.67 Million
0.11% of portfolio
|
Q2 2025
Reduced 16.93%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
198,881
shares
|
$4.65 Million
0.06% of portfolio
|
Q4 2025
Reduced 1.74%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
196,657
shares
|
$4.6 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 13, 2025 Q3 2025 |
196,654
shares
|
$4.6 Million
1.39% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jan 16, 2026 Q4 2025 |
194,190
shares
|
$4.54 Million
7.97% of portfolio
|
Q4 2025
Added 3.55%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Oct 21, 2025 Q3 2025 |
191,230
shares
|
$4.47 Million
1.21% of portfolio
|
Q3 2025
Added 6.97%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
190,755
shares
|
$4.46 Million
0.15% of portfolio
|
Q3 2025
Added 342.49%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
188,643
shares
|
$4.41 Million
2.14% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
188,567
shares
|
$4.41 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
188,124
shares
|
$4.4 Million
0.75% of portfolio
|
Q3 2025
Added 8.24%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
185,525
shares
|
$4.34 Million
0.01% of portfolio
|
Q3 2025
Reduced 39.76%
|
|