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 635 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $2.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
57,879
shares
|
$1.32 Million
1.48% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
57,448
shares
|
$1.31 Million
0.04% of portfolio
|
Q4 2023
Reduced 26.77%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
56,525
shares
|
$1.29 Million
0.17% of portfolio
|
Q3 2024
Reduced 30.2%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
55,858
shares
|
$1.28 Million
0.2% of portfolio
|
Q4 2024
Added 113.57%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
54,394
shares
|
$1.24 Million
0.67% of portfolio
|
Q3 2024
Reduced 74.55%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
54,051
shares
|
$1.24 Million
0.77% of portfolio
|
Q4 2024
Added 100.92%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
54,007
shares
|
$1.24 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
53,830
shares
|
$1.23 Million
0.14% of portfolio
|
Q4 2024
Added 48.13%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
53,471
shares
|
$1.22 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
53,362
shares
|
$1.22 Million
1.72% of portfolio
|
Q3 2024
New holding
|
|
|
Twele Capital Management, Inc.
|
Jan 14, 2025 Q4 2024 |
51,555
shares
|
$1.18 Million
0.25% of portfolio
|
Q4 2024
Added 96.92%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
50,562
shares
|
$1.16 Million
1.34% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
47,600
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
47,488
shares
|
$1.09 Million
0.08% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
46,894
shares
|
$1.07 Million
0.38% of portfolio
|
Q4 2024
Added 135.61%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
46,507
shares
|
$1.06 Million
0.86% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
46,096
shares
|
$1.05 Million
0.27% of portfolio
|
Q4 2024
Added 283.72%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
45,631
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2024
Added 101.76%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
44,420
shares
|
$1.02 Million
0.13% of portfolio
|
Q4 2024
Added 80.32%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
44,374
shares
|
$1.02 Million
1.97% of portfolio
|
Q4 2022
Reduced 33.06%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
44,271
shares
|
$1.01 Million
0.53% of portfolio
|
Q4 2024
Added 96.91%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
43,964
shares
|
$1.01 Million
0.33% of portfolio
|
Q4 2024
Added 480.0%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
43,935
shares
|
$1.01 Million
0.24% of portfolio
|
Q4 2023
Added 61.42%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
43,803
shares
|
$1 Million
0.96% of portfolio
|
Q3 2024
New holding
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
43,740
shares
|
$1 Million
6.76% of portfolio
|
Q3 2023
Reduced 3.44%
|