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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
140,099
shares
|
$3.28 Million
0.08% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
138,921
shares
|
$3.25 Million
1.2% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
138,312
shares
|
$3.24 Million
0.05% of portfolio
|
Q3 2025
Added 346.82%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
138,147
shares
|
$3.23 Million
0.46% of portfolio
|
Q3 2025
Added 7.31%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
137,294
shares
|
$3.21 Million
3.15% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
137,018
shares
|
$3.21 Million
0.99% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
136,850
shares
|
$3.2 Million
1.89% of portfolio
|
Q3 2025
Added 10.55%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Oct 30, 2025 Q3 2025 |
134,811
shares
|
$3.15 Million
1.83% of portfolio
|
Q1 2024
Reduced 52.55%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
134,384
shares
|
$3.14 Million
0.08% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
133,700
shares
|
$3.13 Million
0.61% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
133,123
shares
|
$3.12 Million
0.75% of portfolio
|
Q3 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
132,929
shares
|
$3.11 Million
0.05% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 27, 2025 Q3 2025 |
130,804
shares
|
$3.06 Million
5.36% of portfolio
|
Q3 2025
Added 16.53%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
128,406
shares
|
$3 Million
1.32% of portfolio
|
Q3 2025
Added 34.84%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
128,089
shares
|
$3 Million
1.31% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
117,788
shares
|
$2.76 Million
0.01% of portfolio
|
Q3 2025
Reduced 35.97%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
113,375
shares
|
$2.65 Million
4.71% of portfolio
|
Q4 2023
Reduced 2.91%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
111,489
shares
|
$2.61 Million
0.44% of portfolio
|
Q3 2025
Added 12.35%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
111,418
shares
|
$2.61 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
111,208
shares
|
$2.6 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
110,307
shares
|
$2.58 Million
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
109,314
shares
|
$2.56 Million
0.1% of portfolio
|
Q3 2025
Added 21.93%
|
|
|
Financial Designs Corp
Claremont, CA |
Nov 07, 2025 Q3 2025 |
108,277
shares
|
$2.53 Million
1.48% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
106,868
shares
|
$2.5 Million
0.1% of portfolio
|
Q3 2025
Added 9.74%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
106,679
shares
|
$2.5 Million
0.84% of portfolio
|
Q3 2025
Added 0.84%
|
|