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 712 institutions that hold shares in the stock, with a total of 169 Million shares, which have been reported (via 13F filing form) to have a value of $3.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
86,570
shares
|
$2.04 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
86,132
shares
|
$2.03 Million
0.18% of portfolio
|
Q2 2025
Reduced 14.12%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
85,901
shares
|
$2.02 Million
2.56% of portfolio
|
Q2 2023
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
85,894
shares
|
$2.02 Million
1.06% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
85,065
shares
|
$2 Million
1.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
84,652
shares
|
$1.99 Million
0.54% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
82,515
shares
|
$1.94 Million
0.35% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
82,142
shares
|
$1.93 Million
0.01% of portfolio
|
Q2 2025
Added 92.15%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
81,624
shares
|
$1.92 Million
0.22% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
80,931
shares
|
$1.91 Million
1.26% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Blossom Wealth Management
|
Jul 16, 2025 Q2 2025 |
80,700
shares
|
$1.9 Million
3.32% of portfolio
|
Q2 2025
Added 10.65%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
80,097
shares
|
$1.89 Million
0.79% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
78,836
shares
|
$1.86 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
77,880
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
77,186
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.13%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
76,228
shares
|
$1.8 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
75,719
shares
|
$1.78 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
75,260
shares
|
$1.77 Million
0.14% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
74,722
shares
|
$1.76 Million
0.67% of portfolio
|
Q2 2025
Reduced 16.43%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
74,331
shares
|
$1.75 Million
0.09% of portfolio
|
Q2 2025
Reduced 93.46%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
74,284
shares
|
$1.75 Million
0.71% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
73,638
shares
|
$1.73 Million
1.07% of portfolio
|
Q2 2025
Reduced 14.22%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
73,285
shares
|
$1.73 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
73,102
shares
|
$1.72 Million
0.54% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 12, 2025 Q2 2025 |
72,109
shares
|
$1.7 Million
0.64% of portfolio
|
Q2 2025
Reduced 2.4%
|