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 |
|---|---|---|---|---|---|
|
ETF Store, Inc.
|
Nov 12, 2025 Q3 2025 |
105,739
shares
|
$2.47 Million
2.75% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
105,038
shares
|
$2.46 Million
0.16% of portfolio
|
Q3 2025
Added 333.75%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
103,514
shares
|
$2.42 Million
0.05% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
102,825
shares
|
$2.41 Million
0.18% of portfolio
|
Q3 2025
Added 19.38%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
102,782
shares
|
$2.41 Million
0.32% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2025 Q3 2025 |
102,630
shares
|
$2.4 Million
0.44% of portfolio
|
Q3 2025
Added 10.48%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
102,569
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
102,545
shares
|
$2.4 Million
0.95% of portfolio
|
Q3 2025
Reduced 8.57%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
102,399
shares
|
$2.4 Million
1.04% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
101,347
shares
|
$2.37 Million
0.2% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
100,804
shares
|
$2.36 Million
1.17% of portfolio
|
Q4 2024
Added 115.52%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
100,021
shares
|
$2.34 Million
0.07% of portfolio
|
Q3 2025
Reduced 14.51%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
99,440
shares
|
$2.33 Million
1.15% of portfolio
|
Q3 2025
Added 15.77%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
98,633
shares
|
$2.31 Million
1.02% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
97,215
shares
|
$2.27 Million
0.71% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
96,650
shares
|
$2.26 Million
1.04% of portfolio
|
Q3 2025
Added 13.62%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
96,021
shares
|
$2.25 Million
1.01% of portfolio
|
Q2 2025
Added 8.9%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
95,118
shares
|
$2.23 Million
0.62% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
93,010
shares
|
$2.18 Million
0.95% of portfolio
|
Q3 2025
Reduced 6.37%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
92,442
shares
|
$2.16 Million
0.61% of portfolio
|
Q3 2025
Added 196.26%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
91,791
shares
|
$2.15 Million
0.11% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
91,671
shares
|
$2.15 Million
0.56% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
91,354
shares
|
$2.14 Million
0.12% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
90,910
shares
|
$2.13 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
90,753
shares
|
$2.12 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.5%
|
|