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 600 institutions that hold shares in the stock, with a total of 104 Million shares, which have been reported (via 13F filing form) to have a value of $4.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
32,160,624
shares
|
$1.46 Billion
0.34% of portfolio
|
Q1 2024
Added 19.91%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
4,475,699
shares
|
$203 Million
0.02% of portfolio
|
Q1 2024
Added 14.6%
|
|
|
Avantax Planning Partners, Inc.
|
May 02, 2024 Q1 2024 |
3,594,821
shares
|
$163 Million
5.38% of portfolio
|
Q1 2024
Added 20.02%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
May 02, 2024 Q1 2024 |
3,446,330
shares
|
$156 Million
0.05% of portfolio
|
Q1 2024
Added 1466423.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
2,561,540
shares
|
$116 Million
0.03% of portfolio
|
Q1 2024
Reduced 3.9%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 13, 2024 Q1 2024 |
2,487,072
shares
|
$113 Million
0.26% of portfolio
|
Q1 2024
Reduced 0.87%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 15, 2024 Q1 2024 |
2,433,774
shares
|
$110 Million
16.4% of portfolio
|
Q3 2023
Added 5.45%
|
|
|
Milliman Financial Risk Management LLC
Chicago, IL |
Nov 04, 2022 Q3 2022 |
2,420,294
shares
|
$110 Million
1.71% of portfolio
|
Q2 2022
Reduced 28.99%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
2,221,562
shares
|
$101 Million
0.04% of portfolio
|
Q1 2024
Reduced 5.53%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
1,855,663
shares
|
$84.1 Million
0.23% of portfolio
|
Q1 2024
Reduced 12.37%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
1,735,371
shares
|
$78.7 Million
0.01% of portfolio
|
Q1 2024
Reduced 30.79%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
1,676,446
shares
|
$76 Million
1.24% of portfolio
|
Q1 2024
Reduced 9.43%
|
|
|
Mc Adam, LLC
|
Apr 23, 2024 Q1 2024 |
1,627,201
shares
|
$73.8 Million
4.84% of portfolio
|
Q1 2024
Added 6.37%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
1,415,010
shares
|
$64.2 Million
0.11% of portfolio
|
Q1 2024
Added 3.16%
|
|
|
Charles Schwab Trust CO
|
Apr 12, 2024 Q1 2024 |
1,409,246
shares
|
$63.9 Million
6.23% of portfolio
|
Q1 2024
Added 20.62%
|
|
|
Destination Wealth Management
|
May 14, 2024 Q1 2024 |
1,194,990
shares
|
$54.2 Million
1.85% of portfolio
|
Q1 2024
Reduced 52.78%
|
|
|
Total Wealth Planning, LLC
|
Apr 18, 2024 Q1 2024 |
1,145,355
shares
|
$51.9 Million
9.47% of portfolio
|
Q1 2024
Added 17.07%
|
|
|
Hengehold Capital Management LLC
|
Apr 15, 2024 Q1 2024 |
971,965
shares
|
$44.1 Million
4.77% of portfolio
|
Q1 2024
Added 2.35%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Apr 16, 2024 Q1 2024 |
819,938
shares
|
$37.2 Million
5.26% of portfolio
|
Q1 2024
Added 11.91%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 22, 2024 Q1 2024 |
698,302
shares
|
$31.7 Million
6.71% of portfolio
|
Q1 2024
Added 1.22%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
658,287
shares
|
$29.8 Million
0.06% of portfolio
|
Q1 2024
Added 64.9%
|
|
|
Kilter Howling LLC
Boulder, CO |
May 10, 2024 Q1 2024 |
650,705
shares
|
$29.5 Million
21.02% of portfolio
|
Q1 2024
Added 2.64%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 13, 2024 Q1 2024 |
578,135
shares
|
$26.2 Million
13.58% of portfolio
|
Q1 2024
Reduced 0.75%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
573,490
shares
|
$26 Million
0.33% of portfolio
|
Q1 2024
Added 0.98%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
554,035
shares
|
$25.1 Million
0.07% of portfolio
|
Q1 2024
Reduced 4.47%
|
|