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 630 institutions that hold shares in the stock, with a total of 105 Million shares, which have been reported (via 13F filing form) to have a value of $2.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
6,330,057
shares
|
$144 Million
0.02% of portfolio
|
Q3 2024
Added 12.22%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
5,898,795
shares
|
$134 Million
11.76% of portfolio
|
Q4 2024
Added 103.36%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
4,150,430
shares
|
$94.4 Million
0.05% of portfolio
|
Q3 2024
Added 54.66%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
3,569,169
shares
|
$81.2 Million
13.4% of portfolio
|
Q4 2024
Added 113.85%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
3,135,279
shares
|
$71.3 Million
5.37% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
2,848,603
shares
|
$64.8 Million
17.53% of portfolio
|
Q3 2024
Added 10.19%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
2,768,143
shares
|
$62.9 Million
3.47% of portfolio
|
Q4 2024
Added 94.4%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
2,525,055
shares
|
$57.4 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Milliman Financial Risk Management LLC
Chicago, IL |
Nov 04, 2022 Q3 2022 |
2,420,294
shares
|
$55 Million
1.71% of portfolio
|
Q2 2022
Reduced 28.99%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
2,088,600
shares
|
$47.5 Million
4.49% of portfolio
|
Q4 2024
Added 109.02%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,047,586
shares
|
$46.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,041,533
shares
|
$46.4 Million
7.25% of portfolio
|
Q4 2024
Added 104.99%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,725,521
shares
|
$39.2 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
1,654,617
shares
|
$37.6 Million
0.93% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
1,633,067
shares
|
$37.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
1,528,884
shares
|
$34.8 Million
6.4% of portfolio
|
Q4 2024
Added 116.43%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,454,892
shares
|
$33.1 Million
0.1% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
1,249,993
shares
|
$28.4 Million
22.79% of portfolio
|
Q3 2024
Added 111.96%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
1,193,675
shares
|
$27.1 Million
2.54% of portfolio
|
Q4 2024
Added 123.42%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
1,157,306
shares
|
$26.3 Million
6.86% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
1,078,446
shares
|
$24.5 Million
5.68% of portfolio
|
Q4 2024
Added 107.81%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
1,057,047
shares
|
$24 Million
1.57% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,047,541
shares
|
$23.8 Million
0.46% of portfolio
|
Q4 2024
Added 108.16%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
1,023,083
shares
|
$23.3 Million
0.11% of portfolio
|
Q3 2024
Added 99.69%
|
|
|
Mokosak Advisory Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,001,495
shares
|
$22.8 Million
6.82% of portfolio
|
Q4 2024
Added 104.88%
|