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 170 Million shares, which have been reported (via 13F filing form) to have a value of $3.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
123,794
shares
|
$2.87 Million
1.87% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
123,662
shares
|
$2.87 Million
0.08% of portfolio
|
Q2 2025
Reduced 14.09%
|
|
|
5 T Wealth, LLC
Napa, CA |
Aug 05, 2025 Q2 2025 |
120,045
shares
|
$2.79 Million
1.33% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
119,125
shares
|
$2.76 Million
0.01% of portfolio
|
Q2 2025
Reduced 24.3%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
117,341
shares
|
$2.72 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
114,976
shares
|
$2.67 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
114,854
shares
|
$2.67 Million
0.05% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
113,375
shares
|
$2.63 Million
4.71% of portfolio
|
Q4 2023
Reduced 2.91%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jul 24, 2025 Q2 2025 |
112,247
shares
|
$2.61 Million
5.48% of portfolio
|
Q2 2025
Reduced 31.81%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
112,195
shares
|
$2.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
112,161
shares
|
$2.6 Million
1.08% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Financial Designs Corp
Claremont, CA |
Jul 16, 2025 Q2 2025 |
111,628
shares
|
$2.59 Million
1.59% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
108,797
shares
|
$2.53 Million
1.12% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
108,004
shares
|
$2.51 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
107,021
shares
|
$2.48 Million
0.08% of portfolio
|
Q1 2025
Added 11.64%
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
106,102
shares
|
$2.46 Million
1.36% of portfolio
|
Q1 2025
Reduced 19.95%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
103,630
shares
|
$2.41 Million
0.64% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
103,235
shares
|
$2.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
102,411
shares
|
$2.38 Million
0.53% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
102,198
shares
|
$2.37 Million
1.13% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
101,741
shares
|
$2.36 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
ETF Store, Inc.
|
Aug 06, 2025 Q2 2025 |
101,678
shares
|
$2.36 Million
2.83% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
101,422
shares
|
$2.35 Million
1.19% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
100,804
shares
|
$2.34 Million
1.17% of portfolio
|
Q4 2024
Added 115.52%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
99,340
shares
|
$2.31 Million
1.08% of portfolio
|
Q2 2025
Reduced 7.8%
|