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 |
|---|---|---|---|---|---|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
103,683
shares
|
$2.36 Million
1.48% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
103,630
shares
|
$2.36 Million
1.23% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
103,293
shares
|
$2.35 Million
0.02% of portfolio
|
Q3 2024
Added 171.48%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
101,532
shares
|
$2.31 Million
0.5% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
100,804
shares
|
$2.29 Million
1.17% of portfolio
|
Q4 2024
Added 115.52%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
99,769
shares
|
$2.27 Million
0.01% of portfolio
|
Q3 2024
Added 154.83%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
99,367
shares
|
$2.26 Million
0.57% of portfolio
|
Q3 2024
Added 86.73%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
99,096
shares
|
$2.25 Million
1.75% of portfolio
|
Q3 2024
Added 180.87%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
97,797
shares
|
$2.22 Million
0.84% of portfolio
|
Q4 2024
Added 72.39%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
97,354
shares
|
$2.21 Million
0.65% of portfolio
|
Q4 2024
Added 238.91%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
97,261
shares
|
$2.21 Million
0.21% of portfolio
|
Q4 2024
Added 134.07%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
96,433
shares
|
$2.19 Million
0.44% of portfolio
|
Q4 2024
Added 40.89%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
94,621
shares
|
$2.15 Million
0.43% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
93,882
shares
|
$2.13 Million
0.34% of portfolio
|
Q4 2024
Added 127.7%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
92,358
shares
|
$2.1 Million
0.12% of portfolio
|
Q4 2024
Added 111.12%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
90,174
shares
|
$2.05 Million
0.03% of portfolio
|
Q4 2024
Added 112.33%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
90,015
shares
|
$2.05 Million
0.51% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
89,418
shares
|
$2.03 Million
0.25% of portfolio
|
Q4 2024
Added 258.14%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
88,319
shares
|
$2.01 Million
1.15% of portfolio
|
Q4 2024
Added 113.76%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
88,065
shares
|
$2 Million
1.18% of portfolio
|
Q4 2024
Added 100.76%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
88,014
shares
|
$2 Million
0.21% of portfolio
|
Q3 2024
Added 215.79%
|
|
|
Hc Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
87,700
shares
|
$1.99 Million
3.55% of portfolio
|
Q3 2024
Added 13.22%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
86,805
shares
|
$1.97 Million
1.77% of portfolio
|
Q4 2024
Added 103.45%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
86,251
shares
|
$1.96 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
85,901
shares
|
$1.95 Million
2.56% of portfolio
|
Q2 2023
New holding
|