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 711 institutions that hold shares in the stock, with a total of 171 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
|
$286 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
7,450,294
shares
|
$176 Million
0.04% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
7,382,880
shares
|
$174 Million
18.39% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
7,183,067
shares
|
$169 Million
4.89% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
5,946,824
shares
|
$140 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
|
$116 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
4,138,120
shares
|
$97.5 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
|
$89.8 Million
0.11% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
3,649,356
shares
|
$86 Million
1.01% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
3,630,218
shares
|
$85.5 Million
0.14% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
3,425,936
shares
|
$80.7 Million
0.01% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
3,324,125
shares
|
$78.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 16.95%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
2,608,946
shares
|
$61.5 Million
6.83% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Milliman Financial Risk Management LLC
Chicago, IL |
Nov 04, 2022 Q3 2022 |
2,420,294
shares
|
$57 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
|
$56.4 Million
18.15% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
2,241,127
shares
|
$52.8 Million
7.11% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
2,105,158
shares
|
$49.6 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
1,779,505
shares
|
$41.9 Million
2.1% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
1,479,884
shares
|
$34.9 Million
0.4% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
1,465,975
shares
|
$34.5 Million
1.03% of portfolio
|
Q2 2025
Reduced 13.32%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
1,413,028
shares
|
$33.3 Million
5.79% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Financial Life Advisors
|
Nov 03, 2025 Q3 2025 |
1,369,594
shares
|
$32.3 Million
10.52% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,351,854
shares
|
$31.8 Million
0.01% of portfolio
|
Q2 2025
Added 10.66%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
1,301,812
shares
|
$30.7 Million
1.09% of portfolio
|
Q3 2025
Added 10.73%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Oct 08, 2025 Q3 2025 |
1,250,430
shares
|
$29.5 Million
18.51% of portfolio
|
Q3 2025
Added 2.33%
|