Schwab Us Aggregate Bond ETF SCHZ
Institutional shares held
168 Million
200
calls
1.5K
puts
Total value of holdings
$3.88B
$4K
calls
$34K
puts
# of Institutions
686
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, NY11.7MShares$269 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN8.63MShares$198 Million0.05% of portfolio
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Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
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Charles Schwab Trust CO5.41MShares$124 Million10.66% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA5.07MShares$116 Million0.24% of portfolio
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Envestnet Asset Management Inc4.41MShares$101 Million0.03% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS4.25MShares$97.4 Million1.16% of portfolio
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Goldman Sachs Group Inc New York, NY4.03MShares$92.4 Million0.01% of portfolio
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Total Wealth Planning, LLC3.75MShares$85.9 Million14.18% of portfolio