Schwab Us Aggregate Bond ETF SCHZ
Institutional shares held
83.3 Million
100
calls
0
puts
Total value of holdings
$1.88B
$2K
calls
$0
puts
# of Institutions
629
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, NY6.33MShares$142 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$93.3 Million0.05% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$70.5 Million5.37% of portfolio
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Charles Schwab Trust CO2.9MShares$65.2 Million12.11% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.1 Million17.53% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA2.53MShares$56.8 Million0.25% of portfolio
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Milliman Financial Risk Management LLC Chicago, IL2.42MShares$54.4 Million1.71% of portfolio
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Envestnet Asset Management Inc2.05MShares$46.1 Million0.03% of portfolio
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Wealth Enhancement Advisory Services, LLC1.73MShares$38.8 Million0.08% of portfolio
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Total Wealth Planning, LLC1.67MShares$37.5 Million13.1% of portfolio