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 702 institutions that hold shares in the stock, with a total of 172 Million shares, which have been reported (via 13F filing form) to have a value of $4.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
12,136,400
shares
|
$284 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
7,958,838
shares
|
$186 Million
18.44% of portfolio
|
Q3 2025
Added 7.8%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
7,183,067
shares
|
$168 Million
4.89% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
6,226,748
shares
|
$146 Million
0.04% of portfolio
|
Q3 2025
Reduced 16.42%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
5,946,824
shares
|
$139 Million
9.71% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
4,903,010
shares
|
$115 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
4,138,120
shares
|
$96.8 Million
11.96% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
3,812,953
shares
|
$89.2 Million
0.11% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
3,630,218
shares
|
$84.9 Million
0.14% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
3,324,125
shares
|
$77.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 16.95%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
3,319,285
shares
|
$77.7 Million
0.87% of portfolio
|
Q3 2025
Reduced 9.04%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
3,224,443
shares
|
$75.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.88%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
2,717,842
shares
|
$63.6 Million
6.85% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Milliman Financial Risk Management LLC
Chicago, IL |
Nov 04, 2022 Q3 2022 |
2,420,294
shares
|
$56.6 Million
1.71% of portfolio
|
Q2 2022
Reduced 28.99%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 14, 2025 Q3 2025 |
2,395,677
shares
|
$56.1 Million
18.15% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
2,241,127
shares
|
$52.4 Million
7.11% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
2,074,882
shares
|
$48.6 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
1,779,505
shares
|
$41.6 Million
2.1% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,639,115
shares
|
$38.4 Million
0.05% of portfolio
|
Q3 2025
Added 147.55%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
1,479,884
shares
|
$34.6 Million
0.4% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
1,413,028
shares
|
$33.1 Million
5.79% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
1,378,648
shares
|
$32.3 Million
0.92% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Financial Life Advisors
|
Nov 03, 2025 Q3 2025 |
1,369,594
shares
|
$32 Million
10.52% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
1,301,812
shares
|
$30.5 Million
1.09% of portfolio
|
Q3 2025
Added 10.73%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
1,274,789
shares
|
$29.8 Million
0.29% of portfolio
|
Q3 2025
Added 4.21%
|