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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
185,525
shares
|
$4.34 Million
0.01% of portfolio
|
Q3 2025
Reduced 39.76%
|
|
|
Hc Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
185,418
shares
|
$4.34 Million
3.23% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
184,757
shares
|
$4.32 Million
2.85% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
184,036
shares
|
$4.31 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
175,115
shares
|
$4.1 Million
0.17% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
174,389
shares
|
$4.08 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
166,908
shares
|
$3.91 Million
2.64% of portfolio
|
Q3 2025
Reduced 27.73%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
165,491
shares
|
$3.87 Million
0.08% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
164,888
shares
|
$3.86 Million
2.27% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Oct 21, 2025 Q3 2025 |
160,378
shares
|
$3.75 Million
1.12% of portfolio
|
Q3 2025
Added 6.03%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
157,655
shares
|
$3.69 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
156,863
shares
|
$3.67 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.31%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
156,521
shares
|
$3.66 Million
2.4% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
152,213
shares
|
$3.56 Million
0.39% of portfolio
|
Q3 2025
Added 13.12%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
151,442
shares
|
$3.54 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
149,021
shares
|
$3.49 Million
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
148,971
shares
|
$3.49 Million
1.29% of portfolio
|
Q3 2025
Reduced 9.77%
|
|
|
Nyl Investors LLC
New York, NY |
Nov 04, 2025 Q3 2025 |
148,158
shares
|
$3.47 Million
1.2% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
146,324
shares
|
$3.42 Million
1.63% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Smart Money Group LLC
|
Nov 12, 2025 Q3 2025 |
145,788
shares
|
$3.41 Million
2.79% of portfolio
|
Q3 2025
Reduced 36.66%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
143,729
shares
|
$3.36 Million
0.22% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
143,502
shares
|
$3.36 Million
0.48% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
142,477
shares
|
$3.33 Million
2.21% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
140,153
shares
|
$3.28 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
140,099
shares
|
$3.28 Million
0.08% of portfolio
|
Q3 2025
Added 5.23%
|
|