Schwab Us Aggregate Bond ETF SCHZ
Institutional shares held
171 Million
1.7K
calls
0
puts
Total value of holdings
$3.94B
$39K
calls
$0
puts
# of Institutions
707
We take great care to ensure that the data presented and summarized in this overview for SCHWAB US AGGREGATE BOND ETF is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding SCHZ
View all-
Jpmorgan Chase & CO New York, NY12.3MShares$283 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.35MShares$170 Million0.05% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$159 Million18.93% of portfolio
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Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
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Charles Schwab Trust CO5.59MShares$129 Million9.94% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA4.94MShares$114 Million0.25% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS3.93MShares$90.7 Million1.14% of portfolio
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Envestnet Asset Management Inc3.91MShares$90.2 Million0.03% of portfolio
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Total Wealth Planning, LLC3.81MShares$87.8 Million11.85% of portfolio
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Wealth Enhancement Advisory Services, LLC3.58MShares$82.6 Million0.15% of portfolio