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 |
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
98,517
shares
|
$2.29 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
98,054
shares
|
$2.28 Million
0.87% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
97,520
shares
|
$2.26 Million
0.2% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
97,380
shares
|
$2.26 Million
0.11% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
97,145
shares
|
$2.25 Million
0.77% of portfolio
|
Q2 2025
Added 9.44%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
96,765
shares
|
$2.25 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
95,444
shares
|
$2.22 Million
0.01% of portfolio
|
Q1 2025
Reduced 25.86%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
95,402
shares
|
$2.21 Million
0.16% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
95,360
shares
|
$2.21 Million
0.63% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
95,230
shares
|
$2.21 Million
1.07% of portfolio
|
Q2 2025
Added 13.65%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
93,546
shares
|
$2.17 Million
1.15% of portfolio
|
Q2 2025
Reduced 46.13%
|
|
|
Lathrop Investment Management Corp
|
Aug 04, 2025 Q2 2025 |
92,891
shares
|
$2.16 Million
0.41% of portfolio
|
Q2 2025
Added 10.39%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
92,693
shares
|
$2.15 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
91,810
shares
|
$2.13 Million
0.63% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
91,808
shares
|
$2.13 Million
1.03% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
90,309
shares
|
$2.1 Million
0.06% of portfolio
|
Q4 2024
Added 67.22%
|
|
|
Act Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
89,682
shares
|
$2.08 Million
0.88% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
89,656
shares
|
$2.08 Million
0.09% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
89,414
shares
|
$2.08 Million
0.86% of portfolio
|
Q1 2025
Added 9.14%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
89,355
shares
|
$2.07 Million
0.18% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
88,482
shares
|
$2.05 Million
0.35% of portfolio
|
Q2 2025
Added 12.52%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
88,177
shares
|
$2.05 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
87,238
shares
|
$2.02 Million
0.16% of portfolio
|
Q2 2025
Added 86.42%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
87,209
shares
|
$2.02 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
86,570
shares
|
$2.01 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.94%
|